2020-10-26T06:30:32-05:00 2019-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2019-01-01 590594631 South Florida Baptist Hospital Inc SOUT 8137571245 301 N Alexander St Plant City FL 33566 Ron Beamon VP, CFO - BayCare Hospital Div 2020-10-26 true Brittney Kocaj P01320603 9542028600 2019 2021-01-29 14:40:06Z GLENN WATERS 301 N Alexander St Plant City FL 33566 140605829 false X WWW.BAYCARE.ORG/SFBH X 1945 FL South Florida Baptist Hospital, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. 21 19 1021 489 8662 1162 316496 449647 155755039 139268956 21130 -564 1009294 884171 157101959 140602210 17557 18255 0 0 53858682 53910669 0 0 0 89014014 74783570 142890253 128712494 14211706 11889716 197126988 233766735 6336625 8362257 190790363 225404478 South Florida Baptist Hospital, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. false false 105077269 18255 140129614 South florida baptist hospital, inc. (SFBH) is a full-service 147-bed community hospital. During 2019, SFBH provided inpatient care to 7,045 patients, treated 39,545 patients in the emergency Department, and delivered 560 babies. Through efforts of the medical assistance program and the Hospital's charity care program, SFBH saw a net community benefit expense totaling more than $20.5 million. The hospital also provided other community services totaling nearly $1.3 million. Some of the programs included relay for life, faith community nursing, and San Jose mission. Refer to Schedule h for additional information. 105077269 true true false true false false false false false true false false true false true false true false false false false false false false false true true false false true false false false false false false false false false false false false false true true true false false true X 0 0 1021 true true true false false false false false false false false false false false X 21 19 false false false false true true true true true false false true true true true true true false false false X Janice Polo EVP & CFO 7278208021 2985 Drew Street Clearwater FL 33759 GLENN WATERS TRUSTEE/EVP, COO BAYCARE 1.0 63.0 X X 0 1722143 62974 JONATHAN JENNEWEIN TRUSTEE/CHAIRMAN 1.0 3.0 X X 0 0 0 RALPH GARCIA TRUSTEE/TREASURER 1.0 2.0 X X 0 0 0 TRACY HALME TRUSTEE/VICE CHAIR/SECRETARY 1.0 3.0 X X 0 0 0 AVRIL CHIN FATT TRUSTEE 1.0 3.0 X 0 0 0 BRUCE RODWELL TRUSTEE 1.0 3.0 X 0 0 0 COLEMAN DAVIS TRUSTEE 1.0 3.0 X 0 0 0 CR HALL TRUSTEE 1.0 2.0 X 0 0 0 DIPA SHAH TRUSTEE 1.0 1.0 X 0 0 0 DOMENICK REINA TRUSTEE until Feb 2019 1.0 2.0 X 0 0 0 DONNA JORDAN TRUSTEE until Feb 2019 1.0 2.0 X 0 0 0 DOUGLAS MCFADDEN TRUSTEE 1.0 2.0 X 0 15390 0 HUGH CAMPBELL TRUSTEE until Feb 2019 1.0 3.0 X 0 0 0 JENNIFER BROWN KING TRUSTEE 1.0 2.0 X 0 0 0 JERILYN REED TRUSTEE 1.0 2.0 X 0 0 0 LAUREN WEINER TRUSTEE 1.0 2.0 X 0 0 0 LORI YARBROUGH TRUSTEE 1.0 2.0 X 0 0 0 MATTHEW RICE TRUSTEE 1.0 2.0 X 0 0 0 PAT SHIRLEY TRUSTEE 1.0 3.0 X 0 0 0 RENA UPSHAW FRAZIER TRUSTEE 1.0 2.0 X 0 0 0 RICHARD GLORIOSO TRUSTEE 1.0 2.0 X 0 0 0 RICK COLON TRUSTEE 1.0 3.0 X 0 0 0 SEAN BUTLER TRUSTEE 1.0 2.0 X 0 0 0 STEPHEN MENDOZA TRUSTEE 1.0 2.0 X 0 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 1.0 58.0 X 0 467400 71631 BETH TANCREDO DIR, OPERATIONS SOUTH FL BAPTIST HOSP 45.0 0 X 165065 0 17240 JUNE RAMSEY DIR, PATIENT SERVICES SOUTH FL BAPTIST HOSP 45.0 0 X 156402 0 7228 KAREN KERR VP/PRESIDENT SFBH & BRMC 1.0 47.0 X 0 450535 48719 DOUGLAS BROWN PHARMACY CLINICAL COORD 45.0 0 X 146480 0 31550 GAYA SALYER CLINICAL PHARMACIST 45.0 0 X 161709 0 36619 MERCY NINAN MANAGER PHARMACY 45.0 0 X 184335 0 36365 MICHELLE CORMIER-BOECKLE NEONATAL NURSE PRACTITIONER 45.0 0 X 163726 0 8252 SEAN USTIC CLINICAL PHARMACIST 45.0 0 X 145308 0 12779 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0.0 52.0 X 0 742494 27347 JACQUES VASCONCELLOS FORMER DIR OPERATIONS SOUTH FL BAPTIST HOSP 0.0 45.0 X 0 218152 31054 STEPHEN NIERMAN FORMER PRES SOUTH FL BAPTIST HOSP 0.0 45.0 X 0 582013 60348 1123025 4198127 452106 42 true true false LOCKWOOD & STEELY MDS PA 301 N ALEXANDER ST PLANT CITY FL 33566 anesthesiology services 1196604 HARPER LIMBACH LLC 5102 W LAUREL ST TAMPA FL 33607 motor blower maintenance 776427 BAY LINEN INC 11525 47TH ST N CLEARWATER FL 33762 laundry services 717854 AUNG TUN MD PO BOX 48036 TAMPA FL 33646 physician services 651888 BIO-MEDICAL APPLICATIONS OF Illinois 4943 West Belmont Ave CHICAGO IL 60641 medical services 616561 29 449647 449647 HOSPITAL PATIENT CARE 622110 73530200 73530200 MEDICARE / MEDICAID PAYMENT 622110 65738756 65738756 0 0 0 0 139268956 14851 0 14851 0 14851 14851 3055 3619 0 -564 -564 -564 CAFETERIA 722514 687038 687038 OTHER REVENUE 900099 182282 173620 8662 0 0 0 0 869320 140602210 140129614 8662 14287 18255 18255 345935 345935 44500936 44236923 264013 1611917 1602354 9563 4235858 4210728 25130 3216023 3177977 38046 10283 10283 10123 10123 560 560 7271428 7203226 68202 0 74366 64561 9805 2176909 812796 1364113 320253 149019 171234 2492608 2478554 14054 224169 153827 70342 1591701 1591701 6162056 6126405 35651 3706336 3705884 452 UBI TAXES 13597 209 13388 MEDICAL SUPPLIES 22582393 22579016 3377 MANAGEMENT FEES 17760364 17760364 BAD DEBT EXPENSE 72939 72939 10313485 6892335 3421150 0 128712494 105077269 23635225 0 1223 800 13189650 13228747 0 0 55560 60962 4482871 5269042 1054029 615750 130870782 85809748 43648492 45061034 0 8388606 9333198 126306557 160197202 197126988 233766735 6108370 7047397 0 1314860 228255 0 6336625 8362257 X 187585008 222427049 3205355 2977429 X 190790363 225404478 197126988 233766735 X 11889716 22724399 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false false true 560 560 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Line 1i. Dues were paid to American Society for Healthcare Engineering, Florida Society of Health, 340B Health. These associations use a portion of their respective dues to conduct lobbying activities. 2754751 2754751 72947896 44892171 28055725 59922 59922 0 52922732 40851121 12071611 2185481 6534 2178947 45061034 DUE FROM AFFILIATES 159405958 Prepaid PHYSICIAN 153550 EST THIRD PARTY SETTLEMENTS 637694 160197202 Est. third party settlements 0 X 141694967 0 0 141694967 -1092757 -1092757 140602210 128707584 0 0 128707584 4910 4910 128712494 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN WITH RESPECT TO EXEMPT STATUS ISSUES AND UBTI ISSUES, IF EXAMINED BY THE IRS WITH FULL KNOWLEDGE OF ALL MATERIAL FACTS, ARE MORE LIKELY THAN NOT TO BE SUSTAINED. THEREFORE, THE FULL BENEFITS OF THE TAX POSITIONS TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements CONTRIBUTIONS RECORDED IN NET ASSETS - 449647 GRANTS - 5474 CHANGE IN FOUNDATION EARNINGS - -1547314 GAIN ON SALE OF ASSETS - -564 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements MANAGEMENT FEES - 5474 GAIN ON SALE OF ASSETS - -564 true true X true X 250 false true true true false true true 6054426 0 6054426 0.0471 22627633 9465116 13162517 0.1023 2466312 1153070 1313242 0.0102 0 0 31148371 10618186 20530185 0.1596 347369 0 347369 0.0027 617799 0 617799 0.0048 170024 0 170024 0.0013 111216 0 111216 0.0009 39386 0 39386 0.0003 0 0 1285794 0 1285794 0.0100 0 0 32434165 10618186 21815979 0.1696 0 0.0 33908 0 33908 0.0003 26457 0 26457 0.0002 4058 0 4058 0.0000 0 0.0 0 0.0 0 0.0 2568 0 2568 0.0000 0 0.0 0 0 66991 0 66991 0.0005 true 72939 41779 19931401 20829244 -897843 X true true 1 1 SOUTH FLORIDA BAPTIST HOSPITAL INC 301 N ALEXANDER STREET PLANT CITY FL 33566 WWW.BAYCARE.ORG/SFBH 4056 X X X SOUTH FLORIDA BAPTIST HOSPITAL INC 1 false false true X X X X X X X X X 19 true true false true X https://baycare.org/hospitals/south-florida-baptist-hospital/about-us/community-health-needs X true 19 true https://baycare.org/hospitals/south-florida-baptist-hospital/about-us/community-health-needs false true X 250.0 0.0 X X X X X X true true X X X true X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL, INC.. TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS ALSO IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY SOUTH FLORIDA BAPTIST HOSPITAL; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 55 COMMUNITY STAKEHOLDERS IN THE SOUTH FLORIDA BAPTIST HOSPITAL SERVICE AREA TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED ON PAGE 10 OF THE CHNA. SEVERAL OF THE PARTICIPANTS RESPONDING TO THE SURVEY REPRESENT ORGANIZATIONS WHICH WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL, INC.. CHNA was conducted with the following hospital facilities: 1. ST. ANTHONY'S HOSPITAL, INC. 2. MORTON PLANT HOSPITAL ASSOCIATION, INC. 3. TRUSTEES OF MEASE HOSPITAL, INC. 4. ST. JOSEPH'S HOSPITAL, INC. 5. SOUTH FLORIDA BAPTIST HOSPITAL, INC. 6. WINTER HAVEN HOSPITAL, INC. 7. BARTOW REGIONAL MEDICAL CENTER, INC. 8. BayCare Alliant Hospital, INC. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL, INC.. South Florida Baptist Hospital is concentrating efforts during the 2020-2022 time period to address the following significant health needs of our community as identified in the most recent CHNA: * Access to health services * Behavioral Health (Mental Health and Substance Use) * Exercise, Nutrition and Weight SOUTH FLORIDA BAPTIST HOSPITAL'S implementation plan DESCRIBES specific activities that are underway to address these significant health needs during the 2020-2022 time period. Although the majority of the overarching goals, objectives and efforts will focus on these top three focus areas, South Florida Baptist Hospital remains committed to supporting positive advancements in addressing diabetes, heart disease and stroke, while addressing the focus area of exercise, nutrition and weight. There were five additional health focus areas identified through the CHNA. These were: * Cancer * Immunization and infectious disease * Maternal, fetal and infant health * Oral health * Respiratory disease These remaining health needs are significant, but they're not directly addressed in 2020-2022 health improvement plan strategies. However, they'll continue to be impacted through existing hospital strategies for clinical excellence and South Florida Baptist Hospital partnerships within the community, including the Florida Department of Health and community organizations who may be in a better position to address these health issues. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE ON THE FULL BALANCE OF THEIR ACCOUNT IF THE HOSPITAL BILL EXCEEDS 25% OF THEIR ANNUAL INCOME. Schedule H, Part V, Section B, Line 18d Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL. LIEN ACTION RELATED TO COLLECTIONS IS LIMITED TO PATIENTS INVOLVING AUTO LIABILITY INSURANCE. 3 SFB OUTPATIENT REHAB CENTER 874 S PARSONS AVE BRANDON FL 33511 REHABILITATION SERVICES SFB OUTPATIENT REHAB CENTER (ADULTS) 414 N PLANT AVENUE PLANT CITY FL 33563 REHABILITATION SERVICES SFB OUTPATIENT REHAB CENTER (PEDIATRIC) 1601 W TIMBERLANE DR SUITE 800 PLANT CITY FL 33566 REHABILITATION SERVICES Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (Continued) Responding to Needs: St. Joseph's Hospitals/South Florida Baptist Hospital Faith Community Nursing program was established to provide health and wellness information to members of local congregations of all denominations. In 2019, this program included 79 nurses and 21 congregational health promoters (nearly 16,330 volunteer hours) working in partnerships with 45 congregations in Hillsborough, Western Polk and Southern Pasco Counties touching over 20,437 community residents. In addition, two paid faith community nurses working at free medical clinics in Wimauma and Dover saw 2,358 uninsured, underserved clients. BayCare's Community Health team develops community partnerships with area agencies, creating collaborative efforts that bring health services directly into area neighborhoods. As a result, Community Health participated in 321 events and programs in 2019 and was able to promote better health to more than 7,015 people. In 2019, South Florida Baptist Hospital provided numerous free community education opportunities in the form of support groups on a variety of health topics. For more than 20 years, St. Joseph's Children's Wellness and Safety Center has been committed to keeping kids and families healthy, safe and informed through a multifaceted outreach approach focusing on community education, unintentional injury prevention, children's health and wellness and legislative advocacy. In 2019, the Children's Wellness and Safety Center educated more than 90,942 children and their families through community programs and events across BayCare's footprint. In 2019, Financial Assistance team members at South Florida Baptist Hospital screened uninsured and under-insured ER patients and inpatients at the bedside for multiple Medicaid programs and county health care plans, then assisted with the completion of applications in addition to providing education and continuous support through the process. Across BayCare, our Financial Assistance team members touched approximately 75,000 lives in 2019, providing support in overcoming barriers to accessing health care. BayCare Health System and South Florida Baptist Hospital have taken the treatment of critically ill patients to the next level with Virtual ICU, a telemedicine-based program. Combining medical expertise, technology and experienced critical care nurses and doctors, Virtual ICU is an electronic patient monitoring system that uses remote computer technology, experienced critical care nurses and board-certified physicians to enhance the care of critically ill patients. South Florida Baptist Hospital provides monetary, food support and flu vaccines to the United Food Bank of Plant City. Flu vaccines were provided by the Faith Community Nursing team and administered by the Community Health Team to those served by the United Food Bank of Plant City. BayCare's Clinical Research Operations Teams provide specialized staffing support to Principal Investigators across BayCare Health System in the conduct of clinical research involving human subjects. The primary purpose is to increase access opportunities for participation in clinical research by both clinicians and patients in an effort to provide life-changing care for patients today and to advance the science of medicine for future generations. Cutting-edge inpatient and outpatient studies focus on pharmaceutical and device trials, infectious diseases including HIV, and pediatric and adult trials including investigational research in hematology, oncology, cardiology and tissue banking studies. In 2019, South Florida Baptist Hospital worked with neighboring not-for-profit hospitals and the Florida Department of Health-Hillsborough to complete a Community Health Needs Assessment (CHNA). The CHNA provides information on the unmet and emerging health needs as identified through available local, state and national data-and most importantly, the assessment is intended to be inclusive of the thoughts and ideas of members of the communities we serve. We engaged residents, community leaders, and other key advocates throughout each phase of the assessment. Data was collected using a robust, 75 question community survey which was deployed onsite at many community organizations across the county. In addition, data was gathered from key informant surveys and focus groups. In July, a county-wide prioritization meeting was held with community members to rank the needs identified in the collected data. Top priority areas identified included Behavioral Health (Mental Health and Substance Use), Access to Health Services, and Exercise, Nutrition and Weight. An implementation plan to address these top three needs was approved by the Board of Trustees in December. South Florida Baptist Hospital's Emergency Center is the largest and most technologically advanced in eastern Hillsborough County, with an outstanding team of board-certified emergency medicine physicians, nurses and paramedics providing care to nearly 40,000 children and adults every year. South Florida Baptist Hospital provides care for every patient in the Emergency Center, regardless of their ability to pay. Volunteer Activities: In 2019, 138 volunteers contributed 36,128 hours of volunteer service to South Florida Baptist Hospital. Services provided include assistance to patients and visitors at the information desks and in the gift shop, wheelchair assistance and serving as patient liaisons in the waiting rooms. Schedule H, Part VI, Line 7 State filing of community benefit report SOUTH FLORIDA BAPTIST HOSPITAL OPERATES IN THE STATE OF FLORIDA, WHICH DOES NOT REQUIRE ITS COMMUNITY BENEFIT REPORT TO BE FILED WITH THE STATE GOVERNMENT. THE COMMUNITY BENEFIT REPORT IS PREPARED AND MADE AVAILABLE TO THE PUBLIC. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care PATIENTS WHO ARE UNINSURED OR UNDERINSURED AND CANNOT PAY FOR HOSPITAL SERVICES ARE ELIGIBLE FOR CHARITY CONSIDERATION. THESE PATIENTS ARE SCREENED BY DESIGNATED TEAM MEMBERS IN OUR FINANCIAL ASSISTANCE DEPARTMENT. THE AGENCY FOR HEALTH CARE ADMINISTRATION (AHCA) DEFINES CHARITY ELIGIBILITY AT 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES, UNLESS THE TOTAL HOSPITAL BILL IS MORE THAN 25 PERCENT OF THE PATIENT'S ANNUAL INCOME. MEDICAID RECIPIENTS WHO HAVE EXCEEDED THEIR COVERAGE LIMITS ARE ALSO CONSIDERED FOR CHARITY CARE. SOUTH FLORIDA BAPTIST HOSPITAL, INC GOES ABOVE AND BEYOND THE AHCA REQUIREMENTS BY PROVIDING ADDITIONAL "HARDSHIP" CHARITY FOR PATIENTS WHO ARE AT 250 PERCENT OF THE FEDERAL POVERTY GUIDELINES. IN ADDITION, AN UNINSURED DISCOUNT OF 40% IS AUTOMATICALLY GIVEN TO ANY PATIENT WHO DOES NOT HAVE INSURANCE COVERAGE OR BENEFITS. THERE IS NO INCOME OR ASSET TEST REQUIRED FOR THE UNINSURED DISCOUNT. PATIENTS RECEIVE AN ADDITIONAL 10% DISCOUNT IF THE ACCOUNT IS PAID WITHIN 30 DAYS. Presumptive financial assistance decisions for uninsured ER patients may be determined based on third party analytics, using a credit inquiry process, under the following circumstances: * Uninsured accounts of patients not seen by the Financial Assistance team or without a current financial assistance application on file * The reported federal poverty level (FPL) of the patient meets the criteria for financial assistance (250%) Schedule H, Part I, Line 6a Community benefit report prepared by related organization BAYCARE HEALTH SYSTEM, INC. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 72939 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS (LINES A THROUGH D) ARE DETERMINED USING OUR COST ACCOUNTING SYSTEM, WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE SYSTEM ALSO CAPTURES ALL PATIENT PAY TYPES - PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF-PAY. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICAID OR ANY OTHER UNCOMPENSATED CARE PROGRAM. OTHER BENEFITS AT COST (LINES E THROUGH J, AS WELL AS AMOUNTS REPORTED IN PART II) WERE COMPILED BY THE COMMUNITY HEALTH DEPARTMENT USING THE CATHOLIC HEALTH ASSOCIATION GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFITS. Schedule H, Part II Community Building Activities SOUTH FLORIDA BAPTIST HOSPITAL SUPPORTS ACTIVITIES THAT PROMOTE THE HEALTH AND WELL BEING OF COMMUNITY MEMBERS THROUGH ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, ENVIRONMENTAL IMPROVEMENTS, AND WORKFORCE DEVELOPMENT. THIS INCLUDES: - LEADERSHIP TIME DEDICATED TO THE ECONOMIC DEVELOPMENT COUNCIL AND CHAMBER OF COMMERCE. - TEAM MEMBER TIME DEDICATED TO COLLABORATIVE PARTNERSHIPS WITH COMMUNITY GROUPS TO IMPROVE ECONOMIC STABILITY AND PROSPERITY IN THE COMMUNITY. COMMUNITY GROUPS INCLUDE ROTARY CIVIC CLUB, LIONS CIVIC CLUB, AND KIWANIS CLUB. - FUNDING SUPPORT FOR ORGANIZATIONS SUCH AS, THE UNITED FOOD BANK, EAST HILLSBOROUGH LAW ENFORCEMENT, AND THE YMCA, THAT ADDRESS THE ROOT CAUSES OF HEALTH AND SAFETY ISSUES AND PRMOTE ECONOMIC STABILITY. - RECYCLING COSTS FOR DISPOSABLE ITEMS - TEAM MEMBER TIME DEDICATED TO WORKING WITH HEALTH CARE OBSERVERS, INTERESTED IN PURSUING A CAREER IN THE MEDICAL FIELD Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT EXPENSE IS REPORTED AS TOTAL BAD DEBT FOR THE FACILITY. THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS POTENTIALLY ELIGIBLE FOR FINANCIAL ASSISTANCE IS CALCULATED AS A CHARGE RATIO, DERIVED FROM DATA SAMPLING. THE RESULTING CHARGE RATIO IS THEN APPLIED TO TOTAL BAD DEBT ACCOUNTS OF THE ORGANIZATION, WHICH CALCULATES THE BAD DEBT ATTRIBUTABLE TO FINANCIAL ASSISTANCE. THE STATE OF FLORIDA REQUIRES THE PATIENT TO PROVIDE CERTAIN DOCUMENTATION IN ORDER TO QUALIFY FOR FINANCIAL ASSISTANCE. IN CASES WHERE THE PATIENT HAS NOT RESPONDED TO HOSPITAL REQUESTS OR BILLING STATEMENT ALERTS, THOSE ACCOUNTS ARE PROCESSED AS BAD DEBT, IF UNPAID. Schedule H, Part III, Line 3 Bad Debt Expense Methodology SEE NARRATIVE TO PART III, LINE 2. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE ON PAGE 12 OF THE BAYCARE HEALTH SYSTEM, INC. AND AFFILIATES NOTES TO COMBINED FINANCIAL STATEMENTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs COST REPORTS WERE USED TO REPORT MEDICARE ALLOWABLE COSTS. MEDICARE DEFINES ALLOWABLE COSTS AS THOSE APPROPRIATE AND HELPFUL IN DEVELOPING AND MAINTAINING THE OPERATION OF PATIENT CARE FACILITIES AND ACTIVITIES. IT SPECIFICALLY EXCLUDES CERTAIN COSTS THAT ARE NOT DIRECTLY RELATED TO PATIENT CARE. THE HOSPITAL INCURS ADDITIONAL EXPENSE RELATED TO THE PROVISION OF CARE TO MEDICARE PATIENTS THAT MEDICARE HAS DEEMED NON-ALLOWABLE. THIS ADDITIONAL EXPENSE INCLUDES COSTS OF PHYSICIAN SERVICES (EMERGENCY ON-CALL FEES, HOSPITALIST PROGRAM, RECRUITMENT, ETC.), ADVERTISING COSTS, CAFETERIA COSTS FOR MEALS SOLD TO VISITORS, ETC. THE HOSPITAL ATTEMPTS TO COLLECT COINSURANCE AND DEDUCTIBLES FROM MEDICARE BENEFICIARIES. TO THE EXTENT COLLECTION EFFORTS ARE UNSUCCESSFUL, MEDICARE REIMBURSES THE HOSPITAL AT 65% OF UNPAID AMOUNTS. THE FOLLOWING TABLE RECONCILES THE SURPLUS OR SHORTFALL FROM LINE 7 TO THE ACTUAL SURPLUS OR SHORTFALL. THE ADDITIONAL COSTS WERE ALLOCATED TO MEDICARE BASED UPON MEDICARE'S PERCENTAGE OF TOTAL ALLOWABLE COSTS. THE UNPAID COINSURANCE/DEDUCTIBLES WERE ESTIMATED USING HISTORICAL COLLECTION RESULTS. ANY SHORTFALL AMOUNTS HAVE NOT BEEN TREATED AS COMMUNITY BENEFIT. LINE 7 SURPLUS OR (SHORTFALL) ($897,843) ADDITIONAL NON-ALLOWABLE COSTS AND UNPAID/NON-REIMBURSED COINSURANCE/DEDUCTIBLES ($2,588,214) TOTAL SURPLUS OR (SHORTFALL) ($3,486,057) Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance PATIENTS WHO ARE UNABLE TO PAY ARE ENCOURAGED BY BAYCARE HEALTH SYSTEM REPRESENTATIVES, VIA PERSONAL INTERVIEWS, SIGNAGE ON PATIENT BILLING STATEMENTS, BROCHURES OR CUSTOMER SERVICE PHONE CALLS, TO SUBMIT FINANCIAL INFORMATION TO THE FINANCIAL ASSISTANCE DEPARTMENT TO DETERMINE ELIGIBILITY FOR PROGRAMS, SUCH AS COUNTY, MEDICAID, DISABILITY, VICTIMS OF CRIME, CHARITY, ETC. FOR THOSE PATIENTS WHO PROVIDE ALL THE NECESSARY DOCUMENTATION AND QUALIFY FOR CHARITY ACCORDING TO THE FINANCIAL ASSISTANCE POLICY, (DEFINED IN PART I, LINE 3C), the PATIENT's ACCOUNT BALANCE WOULD BE WRITTEN OFF COMPLETELY TO CHARITY AND NOT BILLED TO THE PATIENT. Since the charity care policy is 100% for patients who are eligible, there is no remaining patient portion; therefore, there would never be a situation where a patient is known to qualify for financial assistance but is experiencing collection actions. Schedule H, Part V, Section B, Line 16a FAP website - SOUTH FLORIDA BAPTIST HOSPITAL, INC.: Line 16a URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - SOUTH FLORIDA BAPTIST HOSPITAL, INC.: Line 16b URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - SOUTH FLORIDA BAPTIST HOSPITAL, INC.: Line 16c URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment SOUTH FLORIDA BAPTIST HOSPITAL, INC IS COMMITTED TO MEETING THE NEEDS OF THE COMMUNITY IT SERVES. OUR QUALITY PHILOSOPHY IS MODELED AROUND UNDERSTANDING OUR CUSTOMERS' NEEDS AND EMPLOYING STRATEGIES TO ADDRESS THOSE NEEDS IN A COMPREHENSIVE MANNER. SOUTH FLORIDA BAPTIST HOSPITAL, INC ADDRESSES COMMUNITY HEALTH STATUS ASSESSMENTS BY ACCESSING EXISTING THIRD PARTY DATABASES PROFILING HEALTH STATUS INFORMATION FOR GEOGRAPHIES IT SERVES. THE ASSESSMENTS PROVIDE A PROFILE OF HEALTH STATUS INDICATORS IN COMPARISON TO STATE AVERAGES AND, IF AVAILABLE, NATIONAL BENCHMARKS. SOUTH FLORIDA BAPTIST HOSPITAL, INC. RECOGNIZES THE IMPORTANCE OF HEARING FROM THOSE THEY SERVE. ALONG WITH COLLECTING GENERALLY AVAILABLE DATA, SOUTH FLORIDA BAPTIST HOSPITAL, INC. CONDUCTS A COMMUNITY-BASED SURVEY TO ALLOW FOR COMMUNITY RESIDENTS' VOICES TO BE HEARD AS WELL AS INFORMED DECISION MAKING RELATED TO HEALTH PRIORITIES. IN ADDITION, SOUTH FLORIDA BAPTIST HOSPITAL, INC CONDUCTS PHYSICIAN COMMUNITY NEEDS STUDIES THAT OUTLINE PHYSICIAN DEFICITS BY SPECIALTY FOR THE GEOGRAPHIC AREA SERVED. STUDIES ARE ALSO CONDUCTED TO IDENTIFY GAPS IN GEOGRAPHIC ACCESS TO SERVICES SUCH AS PRIMARY CARE, OUTPATIENT SERVICES AND INPATIENT SERVICES. ALL OF THE ABOVE PROCESSES OCCUR ON AN ONGOING BASIS TO ASSIST SOUTH FLORIDA BAPTIST HOSPITAL, INC IN DEVELOPING INITIATIVES AND PROGRAMS/SERVICES TO ADDRESS IDENTIFIED HEALTH CARE NEEDS IN THE COMMUNITIES IT SERVES. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance SOUTH FLORIDA BAPTIST HOSPITAL, INC FINANCIAL ASSISTANCE TEAM MEMBERS ARE DEDICATED TO ASSISTING PATIENTS IN OBTAINING ASSISTANCE THROUGH FEDERAL, STATE AND LOCAL GOVERNMENT PROGRAMS OR THROUGH THE BAYCARE HEALTH SYSTEM, INC FINANCIAL ASSISTANCE POLICY. SIGNAGE AND BROCHURES ARE AVAILABLE, AS WELL AS TEAM MEMBERS WHOSE FULL RESPONSIBILITY IS TO ASSIST PATIENTS IN THE EMERGENCY ROOM AND ON INPATIENT UNITS. THE FINANCIAL ASSISTANCE TEAM INTERVIEWS PATIENTS FOR ALL AVAILABLE PROGRAMS, ASSISTS THE PATIENTS IN COMPLETING APPLICATIONS TO GOVERNMENT AGENCIES AND FOR HOSPITAL CHARITY CARE, ADVISES PATIENTS REGARDING AVAILABLE COMMUNITY RESOURCES FOR HEALTH CARE, REVIEWS AND APPROVES PATIENT REQUESTS FOR CHARITY CARE, AND PROVIDES EDUCATION AND SUPPORT TO THE PATIENT THROUGHOUT THE ASSISTANCE PROCESS. IN ADDITION TO THE AFOREMENTIONED COMPREHENSIVE PROCESS, SOUTH FLORIDA BAPTIST HOSPITAL, INC ALSO INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR PATIENT CARE, BUT MAY BE ELIGIBLE FOR CHARITY OR OTHER PROGRAMS, VIA PATIENT BILLING STATEMENTS AND CUSTOMER SERVICE REPRESENTATIVE CALLS. THE GOAL IN USING THESE VARIOUS MEANS IS TO EFFECTIVELY COMMUNICATE WITH THE ENTIRE PATIENT POPULATION SO THEY ARE INFORMED AND EDUCATED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE. Schedule H, Part VI, Line 4 Community information South Florida Baptist Hospital is an acute care facility serving parts of Hillsborough and Polk counties. The average household income of $79,634 in this area falls $3,756 below the state average and $14,073 below the national average. 9.8% of households have annual household income below $15,000 per year. The population served is predominantly Caucasian and high-school or higher educated. Hispanics are the second largest ethnic group representing 23.8% of the population. South Florida Baptist Hospital is part of BayCare Health System that serves west central Florida. The primary and secondary service area served by South Florida Baptist has 5 hospitals. All but one are Not-for-Profit. There are 2 federally designated medically underserved areas and 3 federally designated medically underserved populations in South Florida Baptist's service area. With the over 65 population expected to grow 17.1% in the next five years, the health care needs of our service area are expanding and changing. The population served by South Florida Baptist Hospital is expected to grow 7.4% in the next 5 years. This is higher than the expected growth rate of 6.6% for Florida and 3.3% for the United States, Based on Florida inpatient discharge data for the period of 10/01/2018-9/30/2019, the payer mix for the geographic area consists of 46.4% Medicare/Medicare HMO, 18.0% Medicaid/Medicaid HMO, 21.4% Commercial Insurance, 8.6% Self pay/Non-pay, and 5.6% Other. Schedule H, Part VI, Line 5 Promotion of community health South Florida Baptist Hospital Our mission at South Florida Baptist Hospital as part of BayCare Health System is to improve the health of all we serve through community-owned services that set the standard for high-quality compassionate care. By focusing on education and prevention, we strive to create a healthier community and lower health care expenditures. South Florida Baptist Hospital was founded in 1953 as a result of a partnership between many generous, civic-minded citizens of Plant City and the dedicated financial support of the Florida Baptist Church Convention. Its mission has always centered around service, compassionate care and treating individuals with dignity and respect. Pair those values with the advanced medical technologies and outstanding physicians you'll find at South Florida Baptist Hospital today and the result is the exceptional care we deliver to our patients every day. Whether it is financial assistance for medical care for the uninsured or underinsured, donated resources to local non-profits or education classes and support groups hosted by our team at South Florida Baptist Hospital, we selflessly give back to improve the health of the community that surrounds the hospital. Community Involvement: South Florida Baptist Hospital involves community members as an essential component of the Board of Trustees. In addition, a diverse group of leaders serve on a hospital-specific board offering local input and oversight to hospital operations. Conduit for Using Donated Funds: BayCare has received funding from Florida Blue to partner with Uber to reduce transportation barriers in accessing health care. The approximately $45,000 in grant spending supported 8,744 people across BayCare Health System in 2019. BayCare has received funding from Allegany Franciscan Ministries to provide capacity and support to our Faith Community Nursing program to reduce unnecessary hospital utilization and improve health outcomes for participants. Annual funding of $160,000 supports this work across BayCare Health System. BayCare has received funding from Allegany Franciscan Ministries to provide assistance to those who face financial barriers in getting their needed prescription medications. Medication assistance coordinators work with patients to determine if there are vouchers available or work with the patient's doctor to see if a more cost effective, alternative medication is available. Annual funding of $65,000 provides support for this program across BayCare Health System. Economic Impact: There are 785 extraordinary South Florida Baptist team members and 258 physicians, who together bring the South Florida Baptist Hospital mission to life. By inviting the next generation of health care workers to learn from the skill and expertise of our current team members, South Florida Baptist Hospital provides valuable benefit to the community. In 2019, 402 students from several local high schools, community colleges and universities earned required internship hours through our health care professionals' partnerships. Good Neighbors: South Florida Baptist Hospital provides free meeting space for a wide variety of community groups and is an active participant in the Plant City's annual Strawberry Festival, providing volunteer support for this community's signature event. Recognition: South Florida Baptist Hospital individual recognition: * The Greater Plant City Chamber of Commerce Economic Development Award. * South Florida Baptist Wound Care and Hyperbaric Center received the Robert A. Warriner III, M.D., Center of Excellence award by Healogics, the nation's largest provider of advanced wound care services. * The Get With The Guidelines Target: Stroke Honor Roll Gold Plus Quality Achievement Award from the American Heart Association/American Stroke Association. * One of 19 Florida hospitals that achieved the Healthy People 2020 Maternal and Child Health goal set by The Agency for Health Care Administration (AHCA) and the Florida Department of Health (DOH). BayCare recognition that includes South Florida Baptist Hospital: * 2019 "FORTUNE 100 Best Companies to Work For" list for the second year in a row, moving up from No. 65 to No. 37. * Training magazine's Top 125 list for third year in a row, moving up to No. 13 with the Patient Safety Initiative earning one of five Best Practice awards. * FORTUNE and Great Place to Work named BayCare as one of the 2019 Best Workplaces in Health Care and Biopharma in the country, ranking No. 7 out of 35. * One of Tampa Bay's Top Workplaces 2019 by the Tampa Bay Times, where BayCare ranked No. 13 out of 25 in the large companies group. * One of the best workplaces for women in the country by FORTUNE and Great Place to Work, moving up to No. 32 on the list. * One of the 10 leading "BOLD" healthcare organizations in the nation for its leadership development programs and practices by the National Center for Healthcare Leadership (NCHL). (CONTINUED) Schedule H, Part VI, Line 6 Affiliated health care system BayCare Health System, headquartered in Clearwater, Florida, is a leading, not-for-profit health care system that connects individuals and families to a wide range of services at 15 hospitals and hundreds of other convenient locations throughout the Tampa Bay and West Central Florida regions. Inpatient and outpatient services include acute care, primary care, imaging, laboratory, behavioral health, home care and urgent care. BayCare's 2019 Report to the Community can be viewed at BayCare.org/AnnualReport. BayCare's 15 hospitals are BayCare Alliant, Bartow Regional Medical Center, Mease Countryside, Mease Dunedin, Morton Plant, Morton Plant North Bay, St. Anthony's, St. Joseph's, St. Joseph's Children's, St. Joseph's Women's, St. Joseph's-North, St. Joseph's-South, South Florida Baptist, Winter Haven and Winter Haven Women's. (In certain cases, hospital locations with the same tax identification and state license number are listed as one facility on Form 990, Schedule H, consistent with IRS reporting guidelines.) BayCare was founded in 1997 after leaders of several of the area's independent, not-for-profit hospitals began discussing ways to ensure that high-quality, not-for-profit health care would remain a viable option for the Tampa Bay community for decades to come. The founding hospitals agreed to sacrifice some of their autonomy to be operated by a new entity, BayCare. With $4.4 billion in operating revenue in 2019, BayCare is now a fully integrated health system dedicated to providing high-quality, compassionate care to all we serve, regardless of their ability to pay. BayCare has 3,482 hospital beds, 18 urgent care centers, 5 surgery centers, 12 outpatient imaging facilities, 124 physician practice locations and 33 walk-in care facilities in Publix supermarkets. BayCare annually generates $8.5 billion in economic benefit for the region and state. BayCare is one of the largest employers in the Tampa Bay area, with 29,045 team members. During 2019, BayCare provided $647 million in benefits for its employees, including more than $193.8 million in retirement, $184.5 million in health insurance, $155.7 million in paid time off and $52 million in education and development. In 2019 BayCare received numerous local, national and international workplace awards, including Fortune magazine's 100 Best Companies to Work For; Becker's Healthcare's 150 Top Places to Work in Healthcare; and Training magazine's global, all-industries Training Top 125. In 2019, BayCare provided $461 million in total Community Benefit, including $319 million in Medicaid and other income-based programs, $103 million in traditional charity care and $39 million in unbilled community services, all measured in unreimbursed costs. Also in 2019, BayCare led an unprecedented collaboration with other area hospital systems and local departments of health to conduct an in-depth Community Health Needs Assessment (CHNA) that determined that the three most pressing health needs in the West Central Florida region are 1) mental health and substance abuse, 2) access to health care services, and 3) exercise, nutrition and weight. BayCare and its CHNA partners formed the All4HealthFL Collaborative to create programs to address those top health needs. BayCare's financial strength, the efficiencies gained from its operating model, its visionary leadership, the hard work of its team members, and its determination to provide exceptional care to its patients helped BayCare reach a ranking in the top 20% of large U.S. health systems from IBM Watson Health last year. Twenty-three years after it was created, BayCare is achieving the goal of its founders to preserve the provision of not-for-profit health care for the communities of the Tampa Bay region, and it is fulfilling its Mission as an organization to "improve the health of all we serve through community-owned services that set the standard for high-quality, compassionate care." false true false false false false false false false GLENN WATERS TRUSTEE/EVP, COO BAYCARE 0 955203 0 441696 0 325244 0 20330 0 42644 0 1785117 0 56588 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0 416544 0 138632 0 187318 0 14165 0 13182 0 769841 0 67134 STEPHEN NIERMAN FORMER PRES SOUTH FL BAPTIST HOSP 0 354030 0 106774 0 121209 0 28002 0 32346 0 642361 0 28700 JACQUES VASCONCELLOS FORMER DIR OPERATIONS SOUTH FL BAPTIST HOSP 0 186075 0 22071 0 10006 0 10296 0 20758 0 249206 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 0 369649 0 80805 0 16946 0 43556 0 28075 0 539031 0 0 KAREN KERR VP/PRESIDENT SFBH & BRMC 0 270104 0 93601 0 86830 0 19759 0 28960 0 499254 0 0 JUNE RAMSEY DIR, PATIENT SERVICES SOUTH FL BAPTIST HOSP 140792 0 14600 0 1010 0 6213 0 1015 0 163630 0 0 0 BETH TANCREDO DIR, OPERATIONS SOUTH FL BAPTIST HOSP 143621 0 19559 0 1885 0 7819 0 9421 0 182305 0 0 0 DOUGLAS BROWN PHARMACY CLINICAL COORD 144332 0 1910 0 238 0 7622 0 23928 0 178030 0 0 0 MICHELLE CORMIER-BOECKLE NEONATAL NURSE PRACTITIONER 85860 0 76101 0 1765 0 4832 0 3420 0 171978 0 0 0 MERCY NINAN MANAGER PHARMACY 168256 0 14274 0 1805 0 9277 0 27088 0 220700 0 0 0 GAYA SALYER CLINICAL PHARMACIST 141613 0 13085 0 7011 0 8177 0 28442 0 198328 0 0 0 SEAN USTIC CLINICAL PHARMACIST 143971 0 760 0 577 0 7447 0 5332 0 158087 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish the CEO's compensation of the filing organization. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Glenn Waters - Participated in a supplemental nonqualified deferred compensation plan. He had $286,780 in benefits vest in 2019. This amount is included in Part II (B)(iii) Other Compensation. The plan made cash distribution of $112,848 in 2019. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $31,360 of nonvested benefits accrue during 2019. This amount is included in Part II (C) Retirement and other deferred compensation. Karen Kerr - Participated in a supplemental nonqualified deferred compensation plan. She had $44,466 in benefits vest in 2019. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $17,497 in 2019. Stephen Nierman - Participated in a supplemental nonqualified deferred compensation plan. He had $109,689 in benefits vest in 2019. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $43,162 in 2019. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $159,463 in benefits vest in 2019. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $62,749 in 2019. Form 990, Part V, Line 1a Number in Box 3 of Form 1096 THE TOTAL NUMBER FROM BOX 3 OF FORM 1096 IS REPORTED BY BAYCARE HEALTH SYSTEM, INC, EIN 59-2796965, A RELATED ORGANIZATION THAT PROCESSES FORMS 1099 FOR ITS AFFILIATES. SUCH REPORTING ALIGNS THE FORM 1096, BOX 3 REPORTING TO THE ISSUING EIN. Form 990, Part VI, Line 15a Process for determining compensation THE FILING ORGANIZATION DOES NOT DIRECTLY COMPENSATE SOME OF ITS TOP MANAGEMENT EMPLOYEES; RATHER COMPENSATION IS PAID BY A RELATED ORGANIZATION THAT FOLLOWS THE COMPENSATION POLICY OF THE INDEPENDENT COMPENSATION COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE'S PURPOSE IS TO PROVIDE OVERSIGHT FOR THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM, REVIEW AND APPROVE COMPENSATION AND BENEFITS FOR ALL "DISQUALIFIED PERSONS" SUBJECT TO THE INTERMEDIATE SANCTIONS REGULATIONS ISSUED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE (INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER, OTHER SYSTEM AND ENTITY EXECUTIVES, AND OTHER DISQUALIFIED PERSONS AS DEFINED IN THE INTERMEDIATE SANCTIONS REGULATIONS (I.E., VOTING MEMBERS OF THE GOVERNING BODY, FAMILY MEMBERS, FORMER OFFICERS), AND ESTABLISH THE COMPENSATION PHILOSOPHY FOR ALL OTHER EXECUTIVES. THIS COMMITTEE ENGAGES NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS TO ASSIST THEM IN REVIEW OF EXECUTIVE COMPENSATION. THE COMPENSATION CONSULTANTS PROVIDE A REVIEW OF EACH VICE PRESIDENT AND ABOVE IN THE SYSTEM TO DETERMINE IF THAT EMPLOYEE'S COMPENSATION IS REASONABLE WHEN COMPARED AGAINST MARKET STANDARDS. THE DATA REVIEWED COMES FROM COMPENSATION STUDIES THAT INCLUDE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE ORGANIZATION KEEPS CONTEMPORANEOUS MINUTES OF THE COMPENSATION COMMITTEE'S MEETINGS AND DECISIONS. EXTERNAL CONSULTANTS REVIEW COMPENSATION EVERY OTHER YEAR, THE LAST REVIEW OCCURING IN 2019, BUT THE COMPENSATION COMMITTEE REGULARLY MONITORS COMPENSATION AND ALL OTHER PROCEDURES ARE FOLLOWED ANNUALLY. Form 990, Part VI, Line 15b Process for determining compensation SEE NARRATIVE FOR PART VI, LINE 15A Form 990, Part VI, Line 6 Classes of members or stockholders THE MEMBERS OF SOUTH FLORIDA BAPTIST HOSPITAL, INC. CONSIST OF TWENTY-ONE PERSONS, WHO SHALL BE MEMBERS OF MISSIONARY BAPTIST CHURCHES IN FLORIDA, AFFILIATED WITH THE FLORIDA BAPTIST CONVENTION AND THE SOUTHERN BAPTIST CONVENTION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body SOUTH FLORIDA BAPTIST HOSPITAL, INC (SFBH) IS A HOSPITAL PARTICIPANT IN THE SECOND RESTATED JOINT OPERATING AGREEMENT DATED AS OF MAY 23, 2006 AS AMENDED (THE "JOA"). PER THE AGREEMENT, SFBH IS ORGANIZED INTO THE ST. JOSEPH'S-BAPTIST COMMUNITY HEALTH ALLIANCE AND GOVERNED BY ITS BOARD. THE GOVERNING BOARD OF THE ST. JOSEPH'S BAPTIST COMMUNITY HEALTH ALLIANCE WILL CONSIST OF TWENTY MEMBERS, FIFTEEN APPOINTED BY TRINITY HEALTH AND FIVE APPOINTED BY SOUTH FLORIDA. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE TAXPAYER IS A PARTICIPANT, AS DEFINED IN THE SECOND RESTATED JOINT OPERATING AGREEMENT DATED AS OF MAY 23, 2006, AS AMENDED (THE "JOA"). UNDER THE JOA, BAYCARE HEALTH SYSTEM, INC. IS RESPONSIBLE FOR THE OPERATIONS OF THE PARTICIPANTS. THE JOA PARTICIPANTS INCLUDE THE TAXPAYER AND OTHER HOSPITALS AND NON-HOSPITAL ORGANIZATIONS. NOTICE OF THE JOA WAS PREVIOUSLY PROVIDED TO THE INTERNAL REVENUE SERVICE BY LETTER DATED JULY 1, 1997. THE FOLLOWING ARE RIGHTS GRANTED TO THE MEMBERS OF SOUTH FLORIDA BAPTIST HOSPITAL: SECTION 2. MEMBER RESERVED RIGHTS. THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY OR UNDER THE DIRECTION OF THE BOARD OF DIRECTORS OF THE CORPORATION EXCEPT THAT THE MEMBER RESERVES TO ITSELF IN ITS CAPACITY AS THE CORPORATE MEMBER OF THE CORPORATION THE FOLLOWING TWO CATEGORIES OF ACTIONS: A. CLASS I MEMBER RESERVED RIGHTS. 1. ADDITION, DELETION OR RECONFIGURATION OF SERVICES OF THE CORPORATION. 2. ESTABLISHMENT OF OVERALL CAPITAL AND OPERATING BUDGETS AND STRATEGIC PLANS APPLICABLE TO THE CORPORATION, INCLUDING THE USE OF THE FUNDS OF THE CORPORATION. 3. EXCLUSIVE AUTHORITY TO ENTER INTO MANAGED CARE CONTRACTS ON BEHALF OF THE CORPORATION. 4. APPROVAL OF CONTRACTS ON BEHALF OF THE CORPORATION (BUT THE CLASS I MEMBER MAY ESTABLISH POLICIES FROM TIME TO TIME PROVIDING THAT ONLY SPECIFIC TYPES OF CONTRACTS OR CONTRACTS INVOLVING OBLIGATIONS IN EXCESS OF SPECIFIED LEVELS NEED TO BE APPROVED BY THE CLASS I MEMBER). 5. AUTHORITY TO ESTABLISH FEES AND CHARGES ON BEHALF OF THE CORPORATION. 6. DETERMINATION OF WHETHER THE CORPORATION SHOULD JOIN ANY NETWORKS OR ALTERNATIVE OR INTEGRATED DELIVERY SYSTEMS. 7. ESTABLISHMENT OF EMPLOYMENT AND OTHER POLICIES APPLICABLE TO ALL PERSONNEL EMPLOYED BY THE CORPORATION. 8. APPROVAL OF THE PHILOSOPHY, MISSION STATEMENT AND PURPOSES OF THE CORPORATION. 9. APPROVAL OF CHANGES IN THE ARTICLES OF INCORPORATION OR IN THE BYLAWS OF THE CORPORATION. 10. APPROVAL OF THE MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF SUBSTANTIALLY ALL ASSETS OF THE CORPORATION, OR OTHER CHANGE IN CORPORATE FORM, CAUSING A FUNDAMENTAL REORGANIZATION OF THE CORPORATION. 11. APPROVAL OF THE INCURRENCE OF INDEBTEDNESS BY THE CORPORATION ABOVE CERTAIN LIMITS ESTABLISHED BY THE CLASS I MEMBER. 12. APPROVAL OF THE ESTABLISHMENT OF ADDITIONAL AFFILIATES OR SUBSIDIARIES OF THE CORPORATION. 13. ADOPTION OF STRATEGIC PLANS OR MAJOR CHANGES IN PROGRAMS OR SERVICES OF THE CORPORATION. 14. APPROVAL OF THE PURCHASE, SALE, TRANSFER, OR OTHER ENCUMBRANCE OF ASSETS OF THE CORPORATION ABOVE SPECIFIED LEVELS ESTABLISHED BY THE CLASS I MEMBER. B. CLASS II MEMBER RESERVED RIGHTS. 1. APPROVAL OF THE PHILOSOPHY, MISSION STATEMENT AND PURPOSES OF THE CORPORATION. 2. APPROVAL OF THE MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF SUBSTANTIALLY ALL ASSETS OF THE CORPORATION, OR OTHER CHANGE IN CORPORATE FORM, CAUSING A FUNDAMENTAL REORGANIZATION OF THE CORPORATION. 3. APPROVAL OF THE CLOSURE OF A HOSPITAL FACILITY OF THE CORPORATION. 4. CHANGE IN THE NAME OF THE HOSPITAL FACILITY OF THE CORPORATION. 5. APPROVAL OF SUBSTANTIVE CHANGES IN THE ARTICLES OF INCORPORATION OF THE CORPORATION AND THESE AMENDED AND RESTATED BYLAWS. 6. WITH REGARD TO ANY ASSETS OF THE CORPORATION NO LONGER REQUIRED IN THE OPERATIONS OF THE CORPORATION, APPROVAL OF ANY SALE OR OTHER DISPOSITION OF ANY ASSETS NOT IN THE ORDINARY COURSE WHICH HAVE A VALUE IN EXCESS OF $3 MILLION, AND WITH REGARD TO ALL OTHER ASSETS OF THE CORPORATION USED IN THE OPERATIONS OF THE CORPORATION, APPROVAL OF ANY SALE OR OTHER DISPOSITION OF SUCH ASSETS NOT IN THE ORDINARY COURSE (BUT THE FOREGOING IS NOT INTENDED TO LIMIT ANY TRANSFER OF THE LOCATION OF THE ASSETS FROM THE CORPORATION TO ANOTHER ENTITY IN CONNECTION WITH A DULY AUTHORIZED RECONFIGURATION OF SERVICES). Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is prepared by the organization and reviewed by the CFO as well as the organization's paid preparer. Prior to filing with the IRS, a final copy of the form 990 is made available to the entire Board. Form 990, Part VI, Line 12c Conflict of interest policy SOUTH FLORIDA BAPTIST HOSPITAL, INC. HAS TWO SEPARATE CONFLICT OF INTEREST PROCEDURES; ONE THAT RELATES TO BOARD MEMBERS AND ANOTHER THAT RELATES TO NON-BOARD MEMBER EMPLOYEES. BOTH GROUPS ARE REQUIRED ON AN ANNUAL BASIS TO COMPLETE, SIGN AND FILE AN ANNUAL DISCLOSURE STATEMENT DETAILING EXISTING OR POTENTIAL CONFLICTS OF INTERESTS. DISCLOSURE REQUIREMENTS OF BOARD AND COMMITTEE MEMBERS PRIOR TO ANY AND ALL BOARD OR COMMITTEE MEETINGS, EACH BOARD/COMMITTEE MEMBER SHALL REVIEW THE MEETING AGENDA FOR ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IN THE EVENT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ASSOCIATED WITH ANY AGENDA ITEM IS CONCLUDED BY A BOARD/COMMITTEE MEMBER AFTER SUCH REVIEW, THE IMPACTED BOARD/COMMITTEE MEMBER SHALL INFORM THE BOARD/COMMITTEE CHAIRPERSON OF THE CONFLICT IN ADVANCE OF THE MEETING. REQUIRED ACTION AFTER DISCLOSURE OF THE BOARD/COMMITTEE MEMBER'S ACTUAL OR POTENTIAL CONFLICT TO THE BOARD/COMMITTEE CHAIRPERSON AS SET FORTH ABOVE, THE FOLLOWING PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST WILL BE ADHERED TO BY EACH BOARD AND ALL COMMITTEES WITHOUT EXCEPTION: 1. THE BOARD/COMMITTEE CHAIRPERSON SHALL, UPON DISCLOSURE BY AN IMPACTED BOARD/COMMITTEE MEMBER, HAVE THE DISCRETION (BASED UPON THE SEVERITY OF THE ACTUAL OR POTENTIAL CONFLICT) TO EXCUSE THE IMPACTED BOARD/COMMITTEE MEMBER FROM THE BOARD/COMMITTEE DISCUSSIONS ON THAT AGENDA ITEM. 2. REGARDLESS OF WHETHER THE IMPACTED BOARD/COMMITTEE MEMBER IS ASKED TO LEAVE THE ROOM DURING THE AGENDA ITEM DISCUSSION, THE BOARD/COMMITTEE CHAIRPERSON SHALL NOTIFY ALL BOARD/COMMITTEE MEMBERS OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO EVERYONE IS AWARE OF THE SAID CONFLICT BEFORE ANY DISCUSSIONS AND/OR VOTE ON THE MATTER. 3. THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE BAYCARE ENTITY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM AN INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY AVAILABLE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE BAYCARE ENTITY'S BEST INTEREST, AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO BAYCARE. AN INTERESTED BOARD/COMMITTEE SHALL NOT VOTE, PARTICIPATE IN, INFLUENCE, OR ATTEMPT TO INFLUENCE ANY DETERMINATION OR PROCEEDINGS. AS REQUESTED BY THE BOARD/COMMITTEE CHAIRPERSON, THE INTERESTED BOARD/COMMITTEE MEMBER MAY, HOWEVER, RESPOND TO QUESTIONS POSED BY THE BOARD/COMMITTEE REGARDING THE CONTRACT OR TRANSACTION. ANY SUCH CONTRACT OR TRANSACTION MUST BE AUTHORIZED BY A VOTE OF AT LEAST TWO-THIRDS (2/3) OF THE BOARD/ COMMITTEE MEMBERS ENTITLED TO VOTE AT A MEETING AT WHICH A QUORUM WAS PRESENT. ANY INTERESTED BOARD/COMMITTEE MEMBER MAY NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM. 5. THE MINUTES OF THE BOARD AND ALL COMMITTEES SHALL REFLECT THE FOLLOWING: A. THE NAME(S) OF THE BOARD/COMMITTEE MEMBER(S) WHO DISCLOSED OR WAS OTHERWISE FOUND TO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD/COMMITTEE CHAIRPERSON'S DECISION AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED. B. THE NAMES OF THE BOARD/COMMITTEE MEMBERS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN ON THE SUBJECT AT ISSUE. C. THE INTERESTED BOARD/COMMITTEE MEMBER'S REMOVAL FROM THE ROOM (IF REQUESTED BY THE CHAIRPERSON), EXCLUSION FROM VOTING AND PARTICIPATION IN DISCUSSIONS, AND THE EXISTENCE OF A PROPER QUORUM. FOR EMPLOYEES, THE REVIEW OF CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS GOES TO THE CONFLICT OF INTEREST DETERMINATION COMMITTEE. THIS COMMITTEE CONSISTS OF THE BAYCARE CHIEF COMPLIANCE OFFICER, THE CORPORATE RESPONSIBILITY OFFICERS, AND THE BAYCARE VICE PRESIDENT OF TEAM RESOURCES. THIS COMMITTEE SHALL DETERMINE IF AN ACTUAL CONFLICT EXISTS AND ANY ACTION REQUIRED TO ADDRESS THE CONFLICT OF INTEREST SITUATION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS AFFILIATE, BAYCARE HEALTH SYSTEM, INC. THE CONSOLIDATED FINANCIAL STATEMENTS OF BAYCARE HEALTH SYSTEM, INC. ARE AVAILABLE THROUGH EMMA FOR BOND INVESTORS. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE FILING OF THOSE DOCUMENTS WITH THE FLORIDA DEPARTMENT OF STATE AND CAN BE LOCATED AT SUNBIZ.ORG. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CONTRIBUTIONS RECORDED IN NET ASSETS - -449647; NET ASSET TRANSFERS PER JOA - 21709000; CHANGE IN NET ASSETS OF FOUNDATION - 1465046; JOHN KNOX VILLAGE OF TAMPA BAY INC 4100 FLETCHER AVE TAMPA FL 336134864 581377711 RETIRE CMMNTY FL 501(c)(3) 10 SJHCC true ST JOSEPH'S COMMUNITY CARE INC 3001 W DR MARTIN LUTHER KING JR TAMPA FL 336076307 593152608 MEDICAL ASST FL 501(c)(3) 10 SJHCC true ST ANTHONY'S PROFESSIONAL BUILDING & SE 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592018848 REAL ESTATE FL 501(c)(3) 10 SJHCC true ST JOSEPH'S HEALTH CARE CENTER INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592593686 SUPPORT SRVCS FL 501(c)(3) Type II NA true BAYCARE HEALTH SYSTEM INC 2985 DREW ST CLEARWATER FL 337593012 592796965 SUPPORT SRVCS FL 501(c)(3) Type I NA false SOUTH FLORIDA BAPTIST HOSPITAL FOUND INC 301 N ALEXANDER STREET PLANT CITY FL 335634303 650598653 FUNDRAISING FL 501(c)(3) Type I NA false ST JOSEPH'S ENTERPRISES INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592822516 HEALTH INVEST FL 501(c)(3) Type II SJHCC true FRANCISCAN PROPERTIES 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592822519 SUPPORTS SJH FL 501(c)(3) Type II SJHCC true ST JOSEPH'S HOSPITAL OF TAMPA FOUND INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 591100828 FUNDRAISING FL 501(c)(3) Type III-FI SJHCC true ST JOSEPH'S HOSPITAL INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 590774199 HEALTH SRVCS FL 501(c)(3) 3 NA true CARILLON SURGERY CENTER 900 CARILLON ST PETERSBURG FL 337051121 261116740 HEALTH SRVC FL NA N/A false false ST ANTHONY'S PHYSICIAN SURGERY CENTER 705 16TH ST N ST PETERSBURG FL 337051334 010861245 HEALTH SRVC FL NA N/A false false HEALTHPOINT MEDICAL GROUP INC 4902 EISENHOWER BLVD SUITE 300 TAMPA FL 336346344 593244268 PHYSICIAN GRO FL SJHCC C Corporation true false false true true false false false false true false true true true false true false false true true ST JOSEPH'S HOSPITAL INC L 68309 FMV ST JOSEPH'S HEALTH CARE CENTER INC M 2886802 FMV ST JOSEPH'S HOSPITAL INC O 779603 FMV FRANCISCAN PROPERTIES R 68091 FMV ST JOSEPH'S HEALTH CARE CENTER INC S 5773579 FMV ST JOSEPH'S HOSPITAL INC S 449504 FMV