FURP.ORG / PUBLIC DATA EXPLORER

BAPTIST HEALTH OF SOUTH FLORIDA INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BAPTIST HEALTH OF SOUTH FLORIDA INC (EIN 65-0267668)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-08-14
IRS object ID
201922269349302532
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-08-14T15:51:11-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 N FRANKLIN STREET SUITE 3600AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP336025818ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650267668EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAPTIST HEALTH SOUTH FLORIDAINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAPTBusinessNameControlTxt
Phone7866627000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16855 RED ROAD STE 600AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331433632ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANETTE SANCHEZPersonNm
Person TitleCORPORATE VP OF FINANCEPersonTitleTxt
Phone7866627000PhoneNum
Signature2019-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN ROVNERPreparerPersonNm
PTINP00648526PTIN
Phone8132738355PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.66.15.212IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-14IPDt
IP Tm14:22:38IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6410079965079D3074AAD5C60F569B728853E432AtSubmissionCreationDeviceId
At Submission Filing Device Id0E4C15207DC127BDB52450F77D4060F40C3F1AE4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIAN E KEELEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16855 RED ROAD STE 600AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331433632ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,603,347,761GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BAPTISTHEALTH.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionSEE FORM 990, PART III, LINE 1ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee3274TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$2,059,962TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$503,098NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$49,017,687PYContributionsGrantsAmt
CY Contributions Grants$99,790,229CYContributionsGrantsAmt
PY Program Service Revenue$599,976,876PYProgramServiceRevenueAmt
CY Program Service Revenue$583,509,753CYProgramServiceRevenueAmt
PY Investment Income$152,558,487PYInvestmentIncomeAmt
CY Investment Income$225,362,107CYInvestmentIncomeAmt
PY Other Revenue$7,749,427PYOtherRevenueAmt
CY Other Revenue$5,812,539CYOtherRevenueAmt
PY Total Revenue$809,302,477PYTotalRevenueAmt
CY Total Revenue$914,474,628CYTotalRevenueAmt
PY Grants And Similar Paid$5,218,823PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,352,921CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$276,588,677PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$289,055,237CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$335,974,112PYOtherExpensesAmt
CY Other Expenses$312,975,832CYOtherExpensesAmt
PY Total Expenses$617,781,612PYTotalExpensesAmt
CY Total Expenses$612,383,990CYTotalExpensesAmt
PY Revenues Less Expenses$191,520,865PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$302,090,638CYRevenuesLessExpensesAmt
Total Assets BOY$4,831,923,642TotalAssetsBOYAmt
Total Assets EOY$5,680,314,858TotalAssetsEOYAmt
Total Liabilities BOY$1,384,642,044TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,793,984,133TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,447,281,598NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,886,330,725NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$457,874,074ExpenseAmt
Grant$10,352,921GrantAmt
Revenue$586,883,036RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$457,874,074TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1342IRPDocumentCnt
IRP Document W2 G1IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee18180EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or Procedure0WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FINANCE DEPARTMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7866627000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16855 RED ROAD SUITE 200AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331433632ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GEORGE CORRIGAN
TRUSTEE ENDED 5/20182.002.00Yes (X)$258$0$0
REV WILLIAM L CHAMBERS III
TRUSTEE2.004.00Yes (X)$0$0$0
JOHN SCOTT WESTON
TRUSTEE2.006.00Yes (X)$25$0$0
CHARLES M HOOD III
TRUSTEE2.004.00Yes (X)$0$0$0
ROBERTA STOKES
TRUSTEE2.004.00Yes (X)$0$0$0
NORMAN M KENYON MD
TRUSTEE2.004.00Yes (X)$0$0$0
DR MARCOS A RAMOS
TRUSTEE2.002.00Yes (X)$0$0$0
REV WILNER MAXY
TRUSTEE2.000.00Yes (X)$0$0$0
REV DR WILLIAM W WHITE
TRUSTEE2.004.00Yes (X)$0$0$0
REV RICHARD LEDGISTER
TRUSTEE2.000.00Yes (X)$0$0$0
PAUL D MAY
TRUSTEE2.002.00Yes (X)$0$0$0
JAY A HERSHOFF ESQ
TRUSTEE2.006.00Yes (X)$358$0$0
GEORGE E CADMAN III
TRUSTEE2.004.00Yes (X)$0$0$0
WILLIAM DICKINSON
TRUSTEE2.008.00Yes (X)$0$0$0
HERBERT H GREENE MD
TRUSTEE2.004.00Yes (X)$20$0$0
JAMES CARR
TRUSTEE2.002.00Yes (X)$0$0$0
CALVIN BABCOCK
TRUSTEE2.002.00Yes (X)$4,638$0$0
RONALD A SHUFFIELD
TRUSTEE2.006.00Yes (X)$0$0$0
AIDA SHAFER
TRUSTEE2.002.00Yes (X)$0$0$0
WILLIAM TILLETT
TRUSTEE2.008.00Yes (X)$25$0$0
GARY JOHNSON
TRUSTEE2.004.00Yes (X)$0$0$0
RUDY KRANYS
TRUSTEE2.008.00Yes (X)$0$0$0
YERBY T BARKER
TRUSTEE2.002.00Yes (X)$0$0$0
JOYCE ELAM
TRUSTEE2.004.00Yes (X)$0$0$0
RICHARD DAILEY
TRUSTEE2.000.00Yes (X)$0$0$0
JANA SIGARS-MALINA
TRUSTEE2.000.00Yes (X)$20$0$0
SHELDON ANDERSON
TRUSTEE2.002.00Yes (X)$0$0$0
JANE ALONSO
TRUSTEE2.000.00Yes (X)$0$0$0
TOM DAVIDSON
TRUSTEE2.000.00Yes (X)$0$0$0
S LAWRENCE KAHN
TRUSTEE ENDED 8/20182.004.00Yes (X)$1,040$0$0
TOMAS ERBAN
TRUSTEE2.002.00Yes (X)$63$0$0
CARMEN PEREZ-CARLTON
TRUSTEE2.000.00Yes (X)$0$0$0
KAREL FOTI
TRUSTEE- BEG 10/27/172.002.00Yes (X)$0$0$0
I JEFFREY PHETERSON
TRUSTEE- BEG 10/1/172.006.00Yes (X)$0$0$0
BRIAN KEELEY
CEO & PRESIDENT50.000.00$2,341,589$0$33,244Yes (X)
RALPH LAWSON
CFO ENDED 8/31/1850.002.00$1,240,603$0$18,268Yes (X)
D WAYNE BRACKIN
COO ENDED 1/15/1850.000.00$1,561,764$0$221,127Yes (X)
JACK ZIFFER
CMO50.000.00$850,430$0$148,317Yes (X)
ALBERT BOULENGER
COO BEG 2/20/1850.000.00$900,356$0$135,762Yes (X)
ANA LOPEZ-BLAZQUEZ
CSO50.000.00$687,750$0$114,733Yes (X)
MATTHEW ARSENAULT
CFO BEG 9/1/1850.000.00$481,468$0$82,001Yes (X)
JOE NATOLI
CHIEF ADMIN OFFICER50.000.00$397,902$0$43,452Yes (X)
PHILOMENA TAYLOR
CIO50.000.00$651,170$0$115,301Yes (X)
MICHAEL ZINNER
CEO- MIAMI CANCER INSTITUT50.000.00$1,608,145$0$14,792Yes (X)
LINCOLN MENDEZ
CEO - SOUTH MIAMI HOSPITAL50.000.00$779,807$0$122,535Yes (X)
JAVIER HERNANDEZ-LICHTL
CEO - WEST KENDALL BAPTIST50.000.00$749,628$0$113,045Yes (X)
BARRY KATZEN
CME- MIAMI CARDIAC & VASCU50.000.00$852,400$0$6,963Yes (X)
RICHARD FREEBURG
CEO - MARINERS HOSPITAL & FISHERMENS HEALTH50.000.00$673,683$0$81,813Yes (X)
GEORGE FOYO
FORMER CAO0.000.00$766,505$0$8,385Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,549,647TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,259,738TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K610IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CERNER HEALTH SERVICES INC
PO BOX 959156ST LOUISMO63195SOFTWARE SUPPORT$27,694,161
IBA PROTON THERAPY INC
2000 EDMUND HALLEY DRIVE STE 210RESTONVA20191MEDICAL EQUIPMENT SUPPORT$18,789,044
NAVIGANT CONSULTING INC
4511 PAYSPHERE CIRCLECHICAGOIL60674CONSTRUCTION SERVICE$10,485,325
ARELLANO CONSTRUCTION COMPANY
7051 SW 12 STMIAMIFL33144CONSTRUCTION SERVICE$7,989,676
PRESIDIO NETWORKED SOLUTIONS
PO BOX 822169PHILADELPHIAPA19182SOFTWARE SUPPORT$6,782,102
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K248CntrctRcvdGreaterThan100KCnt
Related Organizations$99,730,779RelatedOrganizationsAmt
Government Grants$59,450GovernmentGrantsAmt
Total Contributions$99,790,229TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MANAGEMENT FEES561300$578,086,185$578,086,185
PARTNERSHIP INCOME541900$5,096,050$5,019,775$76,275
GRANT REVENUE900099$327,518$327,518
FieldValueIRS element (for citing)
Total Program Service Revenue$583,509,753TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,218,270TotalRevenueColumnAmt
Unrelated Business Revenue$1,038,372UnrelatedBusinessRevenueAmt
Exclusion$81,179,898ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,226,032RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$6,421,096RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$1,195,064RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,195,064TotalRevenueColumnAmt
Exclusion-$1,195,064ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,825,570,974SecuritiesAmt
Other$24,900OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,682,388,180SecuritiesAmt
Other$63,857OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$143,182,794SecuritiesAmt
Other-$38,957OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,143,837TotalRevenueColumnAmt
Exclusion$143,143,837ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
EHR REVENUE900099$3,040,900$3,040,900
CHILDCARE REVENUE624410$2,689,005$2,689,005
MISCELLANEOUS REVENUE900009$1,277,698$332,383$945,315
FieldValueIRS element (for citing)
Other Revenue Total$7,007,603OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$914,474,628TotalRevenueColumnAmt
Related Or Exempt Func Income$586,806,761RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,059,962UnrelatedBusinessRevenueAmt
Exclusion$225,817,676ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,352,921TotalAmt
Program Services$10,352,921ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,785,361TotalAmt
Management And General$9,785,361ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$229,478,572TotalAmt
Program Services$195,056,786ProgramServicesAmt
Management And General$34,421,786ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,620,696TotalAmt
Program Services$8,708,971ProgramServicesAmt
Management And General$1,911,725ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,010,363TotalAmt
Program Services$19,688,498ProgramServicesAmt
Management And General$4,321,865ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,160,245TotalAmt
Program Services$12,431,401ProgramServicesAmt
Management And General$2,728,844ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total-$3,773,089TotalAmt
Management And General-$3,773,089ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,022,906TotalAmt
Program Services$4,011,453ProgramServicesAmt
Management And General$4,011,453ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,387,594TotalAmt
Management And General$1,387,594ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$572,000TotalAmt
Program Services$572,000ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,488,537TotalAmt
Program Services$15,980,600ProgramServicesAmt
Management And General$3,507,937ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$36,687,589TotalAmt
Program Services$30,083,823ProgramServicesAmt
Management And General$6,603,766ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,228,701TotalAmt
Program Services$14,127,535ProgramServicesAmt
Management And General$3,101,166ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,612,265TotalAmt
Program Services$2,142,057ProgramServicesAmt
Management And General$470,208ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$85,717,478TotalAmt
Program Services$70,288,332ProgramServicesAmt
Management And General$15,429,146ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,479,882TotalAmt
Program Services$9,413,503ProgramServicesAmt
Management And General$2,066,379ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,612,279TotalAmt
Program Services$1,322,069ProgramServicesAmt
Management And General$290,210ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$391TotalAmt
Program Services$321ProgramServicesAmt
Management And General$70ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,276,874TotalAmt
Program Services$14,167,037ProgramServicesAmt
Management And General$3,109,837ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,690,261TotalAmt
Management And General$37,690,261ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$54,783,931TotalAmt
Program Services$44,922,823ProgramServicesAmt
Management And General$9,861,108ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
COLLECTION EXPENSE$16,461,831$16,461,831
SCHOLARSHIP PROGRAM$3,503,400$630,612$2,872,788
MISCELLANEOUS EXPENSES$2,111,166$380,010$1,731,156
INCOME TAX EXPENSE$111,836$111,836

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$612,383,990TotalAmt
Program Services$457,874,074ProgramServicesAmt
Management And General$154,509,916ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$106,379,259BOYAmt
EOY$111,539,916EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$55,338BOYAmt
EOY$47,740EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,200,000BOYAmt
EOY$2,960,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,131,522BOYAmt
EOY$8,064,439EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,205,933BOYAmt
EOY$27,279,261EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$815,824,133LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$392,912,193LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$415,308,253BOYAmt
EOY$422,911,940EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,765,660,155BOYAmt
EOY$2,972,554,534EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,507,983,182BOYAmt
EOY$2,134,957,028EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,831,923,642BOYAmt
EOY$5,680,314,858EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$156,302,170BOYAmt
EOY$149,794,242EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,228,339,874BOYAmt
EOY$1,644,189,891EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,384,642,044BOYAmt
EOY$1,793,984,133EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,370,578,895BOYAmt
EOY$3,809,253,165EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$63,046,897BOYAmt
EOY$63,383,969EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,655,806BOYAmt
EOY$13,693,591EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,447,281,598BOYAmt
EOY$3,886,330,725EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,831,923,642BOYAmt
EOY$5,680,314,858EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$302,090,638ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,189,101NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$131,769,388OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations12SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (12 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
BAPTIST HOSPITAL OF MIAMI INC
5909103423Yes (1)$0$0
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
5919234017Yes (1)$0$0
SOUTH MIAMI HOSPITAL INC
5908725943Yes (1)$0$0
HOMESTEAD HOSPITAL INC
6502329933Yes (1)$0$0
MARINERS HOSPITAL INC
5919873553Yes (1)$0$0
DOCTORS HOSPITAL INC
0437759263Yes (1)$0$0
WEST KENDALL BAPTIST HOSPITAL INC
5224384523Yes (1)$0$0
BAPTIST OUTPATIENT SERVICES INC
5622903703Yes (1)$0$0
BAPTIST HEALTH MEDICAL GROUP INC
46259773910Yes (1)$0$0
MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC
47309006610Yes (1)$0$0
FISHERMEN'S HEALTH INC
8216820663Yes (1)$0$0
BETHESDA HOSPITAL INC
5924475543Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total12SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (1)OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Parent Supported OrgYes (X)ParentSupportedOrgInd
Appoint Elect Majority OfficerYes (1)AppointElectMajorityOfficerInd
Exercise Direction PoliciesYes (1)ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART IV, SECTION A, LINE 5A(I) NAME OF THE SUPPORTED ORGANIZATION ADDED: BETHESDA HOSPITAL, INC. EIN: 59-2447554 (II) BETHESDA HOSPITAL, INC. IS THE NEW SUPPORTED ORGANIZATIONS ADDED DURING FY18. (III) AS DESCRIBED IN THEIR GOVERNING DOCUMENTS, BAPTIST HEALTH SOUTH FLORIDA IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ITS AFFILIATES AS LONG AS THEY ARE DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE IRS CODE. (IV)ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED TO INCLUDE BETHESDA HOSPITAL, INC.
SCHEDULE A, PART IV, SECTION A, LINE 6BAPTIST HEALTH SOUTH FLORIDA CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. THE ORGANIZATION STRIVES TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. TYPICALLY MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR COMMUNITIES RECEIVE FROM THEM.
SCHEDULE A, PART IV, SECTION D, LINE 3THE OFFICERS AND BOARD OF TRUSTEES OF THE SUPPORTING ORGANIZATION MAINTAINS A CLOSE CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS AND BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION. IN ADDITION, THE INVESTMENT REVIEW COMMITTEE SHALL REVIEW THE PERFORMANCE OF THE INVESTMENT ADVISORS AND INVESTMENT MANAGERS FOR SUPPORTING AND SUPPORTED ORGANIZATIONS, AND SHALL MAKE RECOMMENDATIONS TO THE BOARD. THE INVESTMENT REVIEW COMMITTEE SHALL BE COMPRISED OF I) NOT LESS THAN FIVE MEMBERS FROM THE BOARD WHO SHALL BE APPOINTED BY THE BOARD ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE, ONE OF WHOM SHALL BE THE CHAIRPERSON OF THE FINANCE COMMITTEE, AND II) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH SUPPORTED ORGANIZATION.
SCHEDULE A, PART IV, SECTION E, LINE 3AAS DESCRIBED IN THE ARTICLES OF INCORPORATION FOR EACH SUPPORTED ORGANIZATION, BAPTIST HEALTH SOUTH FLORIDA HAS THE AUTHORITY TO APPOINT TWO BOARD MEMBERS FOR EACH OF THE SUPPORTED ORGANIZATIONS. THE BOARD OF TRUSTEES OF BHSF APPROVES ALL NOMINEES FOR EACH SUPPORTED ORGANIZATION'S BOARD.
SCHEDULE A, PART IV, SECTION E, LINE 3BBAPTIST HEALTH SOUTH FLORIDA EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. MANY FUNCTIONS INCLUDING FINANCE, HUMAN RESOURCES, LEGAL, STRATEGIC PLANNING, ETC. ARE RETAINED BY BHSF IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION OF EACH SUPPORTED ORGANIZATION.

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$572,000FilingOrganizationsTotalAmt
Affiliated Group Total$672,855AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$572,000FilingOrganizationsTotalAmt
Affiliated Group Total$672,855AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$457,302,074FilingOrganizationsTotalAmt
Affiliated Group Total$3,876,384,412AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$457,874,074FilingOrganizationsTotalAmt
Affiliated Group Total$3,877,057,267AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$806,300CurrentYearMinus3Amt
Current Year Minus2$671,300CurrentYearMinus2Amt
Current Year Minus1$660,900CurrentYearMinus1Amt
Current Year$672,855CurrentYearAmt
Total$2,811,355TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE C, PART II-AFOLLOWING IS THE LIST OF AFFILIATED GROUP MEMBERS: NAME: BAPTIST HOSPITAL OF MIAMI, INC. ADDRESS: 8900 NORTH KENDALL DRIVE, MIAMI, FL 33176 EIN: 59-0910342 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $1,182,309,440 NAME: DOCTORS HOSPITAL, INC ADDRESS: 5000 UNIVERSITY DRIVE, CORAL GABLES, FL 33146 EIN: 04-3775926 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $182,736,962 NAME: WEST KENDALL BAPTIST HOSPITAL, INC ADDRESS: 9555 SW 162 AVE, MIAMI, FL 33196 EIN: 52-2438452 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $280,084,581 NAME: MARINERS HOSPITAL, INC ADDRESS: 91500 OVERSEAS HIGHWAY, TAVERNIER, FL 33070 EIN: 59-1987355 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $67,465,603 NAME: HOMESTEAD HOSPITAL, INC ADDRESS: 975 BAPTIST WAY, HOMESTEAD, FL 33033 EIN: 65-0232993 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $433,697,544 NAME: SOUTH MIAMI HOSPITAL, INC ADDRESS: 6200 SW 73 STREET, MIAMI, FL 33143 EIN: 59-0872594 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $516,873,651 NAME: BAPTIST OUTPATIENT SERVICES, INC ADDRESS: 6855 RED ROAD SUITE 600, CORAL GABLES, FL 33143 EIN: 56-2290370 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $82,571,761 NAME: BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC ADDRESS: 6855 RED ROAD SUITE 600, CORAL GABLES, FL 33143 EIN: 59-1923401 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $15,748,555 NAME: BHSF REAL ESTATE FOUNDATION, INC ADDRESS: 6855 RED ROAD SUITE 600, CORAL GABLES, FL 33143 EIN: 65-0611015 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $3,634 NAME: BAPTIST HEALTH MEDICAL GROUP, INC ADDRESS: 6855 RED ROAD SUITE 600, CORAL GABLES, FL 33143 EIN: 46-2597739 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $249,231,448 NAME: MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC ADDRESS: 8900 NORTH KENDALL DRIVE, MIAMI, FL 33176 EIN: 47-30900664 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $36,800,765 NAME: FISHERMENS HEALTH, INC. ADDRESS: 3301 OVERSEAS HIGHWAY, MARATHON, FL 33050 EIN: 82-1682066 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $23,679,550 NAME: BETHESDA HOSPITAL, INC. ADDRESS: 2815 S. SEACREST BLVD.,BOYNTON BEACH, FL 33435 EIN: 59-2447554 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $307,961,099 NAME: BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES, INC ADDRESS: 2815 S. SEACREST BLVD, BOYNTON BEACH, FL 33435 EIN: 59-2771779 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $5,885,946 NAME: BETHESDA HEALTH OUTPATIENT SERVICES, INC ADDRESS: 2815 S. SEACREST BLVD, BOYNTON BEACH, FL 33435 EIN: 65-0561263 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $750,485 NAME: BETHESDA HEALTH, INC ADDRESS: 2815 S. SEACREST BLVD, BOYNTON BEACH, FL 33435 EIN: 59-2447553 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $30,251,548 NAME: BETHESDA HOSPITAL FOUNDATION, INC ADDRESS: 2815 S. SEACREST BLVD, BOYNTON BEACH, FL 33435 EIN: 59-6137805 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $3,013,946 NAME: BETHESDA PAYROLL SERVICES, INC ADDRESS: 2815 S. SEACREST BLVD, BOYNTON BEACH, FL 33435 EIN: 65-0523164 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $15,820
SCHEDULE C, PART II-A - FOUR-YEAR AVERAGING EXPLANATIONTHE GOVERNMENTAL RELATIONS DEPARTMENT PROVIDES SUPPORT FOR REGULATORY ISSUES INCLUDING ZONING, CERTIFICATE OF NEED, SIGNAGE AND GENERAL LOCAL REPRESENTATION FOR OVER 25 MUNICIPALITIES, 4 COUNTIES AS WELL AS STATE AND FEDERAL GOVERNMENTS.

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,269,111BeginningYearBalanceAmt
Contributions$108,098ContributionsAmt
End Year Balance$1,377,209EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$910,000BeginningYearBalanceAmt
Contributions$359,111ContributionsAmt
End Year Balance$1,269,111EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$750,000BeginningYearBalanceAmt
Contributions$160,000ContributionsAmt
End Year Balance$910,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$650,000BeginningYearBalanceAmt
Contributions$100,000ContributionsAmt
End Year Balance$750,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$650,000BeginningYearBalanceAmt
End Year Balance$650,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$140,098,369InvestmentCostOrOtherBasisAmt
Book Value$140,098,369BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$178,105,053InvestmentCostOrOtherBasisAmt
Depreciation$47,402,175DepreciationAmt
Book Value$130,702,878BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$15,827,648InvestmentCostOrOtherBasisAmt
Depreciation$10,592,938DepreciationAmt
Book Value$5,234,710BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$193,538,468InvestmentCostOrOtherBasisAmt
Depreciation$155,558,899DepreciationAmt
Book Value$37,979,569BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$288,254,595InvestmentCostOrOtherBasisAmt
Depreciation$179,358,181DepreciationAmt
Book Value$108,896,414BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$422,911,940TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (8 entries)

DescDescBook ValueBookValueAmt
INVESTMENT IN AFFILIATES$781,021,084
DUE FROM AFFILIATES$1,217,917,207
ACCRUED INTEREST RECEIVABLE$11,565,828
DEPOSITS$1,845,000
OTHER ASSETS$4,001,224
OTHER INVESTMENTS$31,847,203
BENEFICIAL INTEREST IN ASSETS OF BHSF FOUNDATION INC$36,759,482
ASSETS WITH LIMITED USE$50,000,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,134,957,028TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
OTHER LIABILITIES$15,232,011
DUE TO AFFILIATES$1,328,901,186
SELF INSURANCE RESERVE$85,869
2017 TAXABLE BONDS$250,000,000
COMMERCIAL PAPER$50,000,000
ASSET RETIREMENT OBLIGATION-$29,175
FieldValueIRS element (for citing)
Total Liability$1,644,189,891TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,004,961,117TotalRevEtcAuditedFinclStmtAmt
Other Revenue$182,746,559OtherRevenueAmt
Revenue Not Reported$182,746,559RevenueNotReportedAmt
Revenue Subtotal$822,214,558RevenueSubtotalAmt
Other Revenues Not Included$92,260,070OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$92,260,070RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$914,474,628TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$599,376,751TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,460,053OtherExpensesIncludedAmt
Expenses Not Reported$6,460,053ExpensesNotReportedAmt
Expenses Subtotal$592,916,698ExpensesSubtotalAmt
Other Expenses Not Included$19,467,292OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$19,467,292ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$612,383,990TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE CURRENT ACCOUNTING STANDARDS REQUIRE THAT DEFERRED INCOME TAXES REFLECT THE TAX CONSEQUENCES ON FUTURE YEARS OF DIFFERENCES BETWEEN THE TAX BASES OF ASSETS AND LIABILITIES AND THEIR BASES FOR FINANCIAL REPORTING PURPOSES. ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES FORMERLY FIN48, PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. FUTURE TAX BENEFITS, SUCH AS MINIMUM TAX CREDIT CARRY FORWARDS, ARE REQUIRED TO BE RECOGNIZED TO THE EXTENT THAT REALIZATION OF SUCH BENEFITS IS MORE LIKELY THAN NOT. AS OF SEPTEMBER 30, 2018 AND 2017, BHSF HAD NO MATERIAL UNRECOGNIZED TAX POSITIONS WHICH ARE EXPECTED TO REMAIN UNCHANGED THROUGH SEPTEMBER 30, 2019. ON DECEMBER 22, 2017, THE UNITED STATES CONGRESS ENACTED THE TAX CUTS AND JOBS ACT ("TAX ACT"). THE TAX ACT MADE SIGNIFICANT MODIFICATIONS TO THE PROVISIONS OF THE INTERNAL REVENUE CODE, INCLUDING BUT NOT LIMITED TO A U.S. CORPORATE TAX RATE DECREASE TO 21% RATE EFFECTIVE JANUARY 1, 2018. BHSF DEFERRED TAX ASSETS AND LIABILITIES WERE REVALUED AT THE NEWLY ENACTED U.S. CORPORATE TAX RATE AND THE CURRENT INCOME TAX PROVISION HAS BEEN RECOGNIZED FOR OUR FOR-PROFIT AND NOT-FOR-PROFIT CORPORATIONS USING A BLENDED TAX RATE FOR FISCAL YEAR ENDING SEPTEMBER 30, 2018. AT SEPTEMBER 30, 2018, BHE HAD A FEDERAL AND STATE NET OPERATING LOSS CARRYFORWARD, ALL OF WHICH IS AVAILABLE TO REDUCE FUTURE INCOME TAXES. BHSF IS PERIODICALLY AUDITED BY FEDERAL AND STATE TAXING AUTHORITIES. THE OUTCOME OF THESE AUDITS MAY RESULT IN BHSF BEING ASSESSED TAXES IN ADDITION TO AMOUNTS PREVIOUSLY PAID. FEDERAL RETURNS FOR FISCAL YEARS 2015 THROUGH 2017 REMAIN OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
PART XI, LINE 2D - OTHER ADJUSTMENTS:EQUITY IN AFFILIATES -57,091,357. INVESTMENT MANAGEMENT FEES -19,488,537. CHANGE IN FMV 5,189,101. INHERENT CONTRIBUTION - BETHESDA HOSPITAL, INC. 254,137,352.
PART XI, LINE 4B - OTHER ADJUSTMENTS:LOSS ON DISPOSAL OF ASSETS -38,957. RENTAL EXPENSES -6,421,096. BOOK TO TAX DIFFERENCES FROM INVESTMENT IN PARTNERSHIPS 6,116,281. CONTRIBUTIONS FROM AFFILIATES 92,603,842.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 6,421,096. LOSS ON DISPOSAL OF ASSETS 38,957.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEES 19,488,537. BOOK TO TAX DIFFERENCES FROM INVESTMENT IN PARTNERSHIPS -21,245.
SCHEDULE D PART V, LINE 4INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS BAPTIST HEALTH SOUTH FLORIDA, INC'S (BHSF) ENDOWMENT CONSISTS OF FUNDS THAT HAVE BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. ALL ENDOWMENTS RECEIVED BY BHSF HAVE BEEN RECORDED AS PERMANENTLY RESTRICTED NET ASSETS DUE TO THE DONOR IMPOSED RESTRICTIONS. ENDOWMENT FUNDS RECEIVED ARE INCLUDED IN ASSETS WHOSE USE IS LIMITED AND INVESTED IN ACCORDANCE WITH BHSF'S INVESTMENT POLICY. GIFTS DONATED TO THE PERMANENTLY RESTRICTED ENDOWMENTS ARE CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS AT THEIR ORIGINAL FAIR VALUE. GIFTS DONATED WITH TEMPORARY RESTRICTIONS ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS AT THEIR ORIGINAL FAIR VALUE, UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY BHSF, BHSF HOSPITALS, BAPTIST HEALTH MEDICAL GROUP INC, MIAMI CANCER INSTITUTE AT BAPITST HEALTH INC AND BOS IN ACCORDANCE WITH DONORS' WISHES. INCOME DERIVED FROM PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS IS EXPENDABLE TO SUPPORT BHSF, BHSF HOSPITALS, BAPTIST HEALTH MEDICAL GROUP INC, MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC AND BOS, ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. THE PURPOSE OF ROBERT COLE LECTURE SERIES DINNER ENDOWMENT FUND IS TO SUPPORT AN ANNUAL DINNER LECTURE FOR NURSES. THE PURPOSE OF JOSEPH T. OSTROSKI, MD ENDOWMENT FUND IS TO SUPPORT PHYSICIANS FOR THE PHYSICIAN LIAISON OF THE FOUNDER SOCIETY IN PERPETUITY WHO FACILITATES FOUNDER'S HEALTHCARE NEEDS AND SERVES AS A PATIENT ADVOCATE FOR FOUNDATION, HOSPITALITY & BUSINESS RELATIONS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,30PROGRAM SERVICESMARKETING$1,379,964
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICESMARKETING$43,523
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,00PROGRAM SERVICESMARKETING$77,727
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00INVESTMENTS$578,919
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICESMARKETING$384,966
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$2,465,099SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,465,099TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F,PART I, LINE 3, COLUMN FFormAndLineReferenceDesc
ExplanationMETHOD OF ACCOUNTING - ACCRUALExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (56 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmt
CAMILLUS HOUSE INC
1603 NW 7 AVEMIAMIFL33136650032862501(C)(3)$20,000CONTRIBUTIONS
GOOD HEALTH CLINIC INC
91555 OVERSEAS HWY 2TAVERNIERFL33070043745805501(C)(3)$128,000CONTRIBUTIONS
LIGA CONTRA EL CANCER
2180 SW 12 AVEMIAMIFL33129591629554501(C)(3)$50,000CONTRIBUTIONS
DIEU EST NOTRE ESPOIR INC
9350 SW 79 AVEMIAMIFL33156300078509501(C)(3)$94,354CONTRIBUTIONS
MIAMI BAPTIST ASSOCIATION
7855 SW 104 ST 210MIAMIFL33156590914210501(C)(3)$682,000CONTRIBUTIONS
OPEN DOOR HEALTH CENTER INC
1350 SW 4 STHOMESTEADFL33030830375996501(C)(3)$468,000CONTRIBUTIONS
SOUTH MIAMI CHILDRENS CLINIC
6200 SW 73 STMIAMIFL33143204583206501(C)(3)$250,000CONTRIBUTIONS
AMERICAN CANCER SOCIETY
PO BOX 930461ATLANTAGA31193131788491501(C)(3)$110,500CONTRIBUTIONS
AMERICAN HEART ASSOCIATION
PO BOX 4002900DES MOINESIA50340135613797501(C)(3)$100,000CONTRIBUTIONS
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006530196605501(C)(3)$27,000CONTRIBUTIONS
THE BEACON COUNCIL ECONOMIC DEVELOPMENT FOUNDATION
80 SW 8TH STREET 2400MIAMIFL33130592738676501(C)(3)$17,000CONTRIBUTIONS
BIG BROTHERS BIG SISTER
701 SW 27 AVE 800MIAMIFL33135596166904501(C)(3)$10,000CONTRIBUTIONS
CORAL GABLES COMMUNITY FOUNDATION
1825 PONCE DE LEONCORAL GABLESFL33134650208290501(C)(3)$10,000CONTRIBUTIONS
CYSTIC FIBROSIS FOUNDATION
3443 NW 55 STFT LAUDERDALEFL33309131930701501(C)(3)$6,000CONTRIBUTIONS
FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION
11200 SW 8 STMIAMIFL33199237047106501(C)(3)$1,000,000CONTRIBUTIONS
GLORIA ESTEFAN FOUNDATION INC
420 JEFFERSON AVEMIAMI BEACHFL33139650466117501(C)(3)$10,000CONTRIBUTIONS
INFORMED FAMILIES
2490 CORAL WAYCORAL GABLESFL33145592231894501(C)(3)$15,000CONTRIBUTIONS
LEADERSHIP FLORIDA STATEWIDE COMMUNITY FOUNDATION
201 EAST PARK AVETALLAHASSEEFL32301593201445501(C)(3)$13,000CONTRIBUTIONS
THE LEUKEMIA & LYMPHOMA SOCIETY
200 SOUTH PARK RD 140HOLLYWOODFL33021135644916501(C)(3)$50,000CONTRIBUTIONS
MIAMI CHILDREN'S MUSEUM
980 MACARTHUR CAUSEWAYMIAMIFL33132592396999501(C)(3)$160,000CONTRIBUTIONS
MIAMI DADE COUNTY DAYS INC
6815 BISCAYNE BLVD 103MIAMIFL33138650102405501(C)(4)$13,350CONTRIBUTIONS
MIAMI SCIENCE MUSEUM
3280 SOUTH MIAMI AVEMIAMIFL33129590854960501(C)(3)$500,000CONTRIBUTIONS
SUSAN G KOMEN FOR THE CURE
11098 BISCAYNE BLVD 405MIAMIFL33161752462834501(C)(3)$85,000CONTRIBUTIONS
TEAM FOOTWORKS
5724 SUNSET DRMIAMIFL33143650455073501(C)(3)$42,000CONTRIBUTIONS
UNITED WAY
PO BOX 29025MIAMIFL33102590830840501(C)(3)$29,700CONTRIBUTIONS
WOMENS BREAST HEALTH INITIATIVE FLORIDA AFFILIATE
14125 NW 80 AVE 306MIAMI LAKESFL33016562540735501(C)(3)$10,000CONTRIBUTIONS
ZOO MIAMI FOUNDATION
12400 SW 152 STMIAMIFL33177596192814501(C)(3)$10,000CONTRIBUTIONS
CARING FOR MIAMI INC
8900 SW 168TH STREETPALMETTO BAYFL33157264725581501(C)(3)$181,300CONTRIBUTIONS
BELEN JESUIT PREPARATORY SCHOOL INC
500 SW 127 AVENUEMIAMIFL33184590998339501(C)(3)$10,000CONTRIBUTIONS
DAVE & MARY ALPER JEWISH COMMUNITY CENTER INC
11155 SW 112 AVENUEMIAMIFL33176592736411501(C)(3)$7,500CONTRIBUTIONS
LEADERSHIP BROWARD FOUNDATION INC
1640 W OAKLAND PK BLVD400FT LAUDERDALEFL33311650387636501(C)(3)$7,500CONTRIBUTIONS
SOUTH FLORIDA DAY OF CARING INC
13840 SW 72 COURTMIAMIFL33158010889118501(C)(3)$20,000CONTRIBUTIONS
ASSOCIATED INDUSTRIES OF SOUTH FLORIDA
516 N ADAMS STTALLAHASSEEFL32032590148010501(C)(3)$25,000CONTRIBUTIONS
THE BROWARD ALLIANCE INC GREATER FT LAUDERDALE
110 E BROWARD BLVD1990FT LAUDERDALEFL33301592697760501(C)(6)$27,500CONTRIBUTIONS
FIRST CALL FOR HELP OF BROWARD INC
250 NE 33RD STREETOAKLAND PARKFL33334650589294501(C)(3)$8,000CONTRIBUTIONS
FRIENDS OF THE UNDERLINE INC
1004 COTORRO AVENUECORAL GABLESFL33146464028150501(C)(3)$15,000CONTRIBUTIONS
LIVE LIKE BELLA INC
PO BOX 161215MIAMIFL33116462965698501(C)(3)$20,000CONTRIBUTIONS
PEDIATRIC ALTERNATIVE TREATMENT CARE HOUSING & EVALUATION SERVICES INC (PAT
335 SOUTH KROME AVEFLORIDA CITYFL33034651012818501(C)(3)$170,000CONTRIBUTIONS
CATALYST MIAMI INC
3000 BISCAYNE BOULEVARD STE 210MIAMIFL33137650690368501(C)(3)$149,000CONTRIBUTIONS
SOUTH FLORIDA JAIL MINISTRIES INC - AGAPE NETWORK
22790 SW 112TH AVEMIAMIFL33170592471230501(C)(3)$150,000CONTRIBUTIONS
FLORIDA TAXWATCH RESEARCH INSTITUTE INC
106 N BRONOUGH STREETTALLAHASSEEFL32303591918055501(C)(3)$15,000CONTRIBUTIONS
LITTLE SWIMMERS INC
12930 SW 110 AVENUEMIAMIFL33176650752173501(C)(3)$10,000CONTRIBUTIONS
NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS INC
2100 BISCAYNE BOULEVARDMIAMIFL33137592141837501(C)(3)$10,000CONTRIBUTIONS
SOUTH FLORIDA HOSPITAL & HEALTHCARE ASSOCIATION INC
1855 GRIFFIN ROAD SUITE A-415DANIA BEACHFL33004590979494501(C)(6)$7,500CONTRIBUTIONS
YOUNG MEN'S CHRISTIAN ASSOCIATION OF BROWARD COUNTY FLORIDA INC
900 SE 3RD AVENUE SUITE 300FORT LAUDERDALEFL33316590624463501(C)(3)$12,500CONTRIBUTIONS
NEW WORLD SYMPHONY INC
500 17TH STREETMIAMI BEACHFL33139592809056501(C)(3)$50,000CONTRIBUTIONS
GILDA'S CLUB SOUTH FLORIDA
119 ROSE DRIVEFORT LAUDERDALEFL33316650528626501(C)(3)$25,000CONTRIBUTIONS
INTERNATIONAL WOMEN FORUM
1155 15TH NW SUITE 1000WASHINGTONDC20005840919612501(C)(6)$10,000CONTRIBUTIONS
ACTOR'S PLAYHOUSE PRODUCTIONS INC
280 MIRACLE MILECORAL GABLESFL33134650060167501(C)(3)$10,000CONTRIBUTIONS
FAIRCHILD TROPICAL BOTANICAL GARDEN
10901 OLD CUTTLE ROADCORAL GABLESFL33156590668480501(C)(3)$10,000CONTRIBUTIONS
UNITED NEGRO COLLEGE FUND INC
1805 7TH STREE NWWASHINGTONDC20001131624241501(C)(3)$7,500CONTRIBUTIONS
HOLLUB FAMILY FOUNDATION INC
925 SOUTH FEDERAL HWYBOCA RATONFL33432650677206501(C)(3)$7,500CONTRIBUTIONS
ALLIANCE FOR AGING
247 MAIN STREETSALINASCA93901941747036501(C)(3)$6,000CONTRIBUTIONS
GIRLS SCOUTS OF SOUTHEAST FL
1224 WEST INDIANTOWN ROADJUPITERFL33458590657327501(C)(3)$5,750CONTRIBUTIONS
HABITAT FOR HUMANITY OF GREATER MIAMI
3800 NW 22ND AVEMIAMIFL33142650108974501(C)(3)$225,000CONTRIBUTIONS
HOMESTEAD HOSPITAL INC
975 BAPTIST WAYHOMESTEADFL33033650232993501(C)(3)$5,000,000CONTRIBUTIONS$0
FieldValueIRS element (for citing)
Total501c3 Org56Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationBAPTIST HEALTH SOUTH FLORIDA CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. THE ORGANIZATION STRIVES TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES IT SERVES. TYPICALLY MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR COMMUNITIES RECEIVE FROM THEM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIAN KEELEY
CEO & PRESIDENT$999,889$0$1,251,641$0$90,059$0$5,300$0$27,944$0$2,374,833$0$0$0
RALPH LAWSON
CFO ENDED 8/31/18$645,743$0$580,567$0$14,293$0$5,300$0$12,968$0$1,258,871$0$0$0
D WAYNE BRACKIN
COO ENDED 1/15/18$649,142$0$476,172$0$436,450$0$195,687$0$25,440$0$1,782,891$0$117,567$0
JACK ZIFFER
CMO$501,416$0$330,033$0$18,981$0$101,956$0$46,361$0$998,747$0$48,887$0
ALBERT BOULENGER
COO BEG 2/20/18$535,662$0$352,597$0$12,097$0$100,039$0$35,723$0$1,036,118$0$72,587$0
ANA LOPEZ-BLAZQUEZ
CSO$400,478$0$267,178$0$20,094$0$97,591$0$17,142$0$802,483$0$46,586$0
MATTHEW ARSENAULT
CFO BEG 9/1/18$322,978$0$139,495$0$18,995$0$53,152$0$28,849$0$563,469$0$0$0
JOE NATOLI
CHIEF ADMIN OFFICER$251,918$0$140,700$0$5,284$0$38,161$0$5,291$0$441,354$0$0$0
PHILOMENA TAYLOR
CIO$368,215$0$230,961$0$51,994$0$86,135$0$29,166$0$766,471$0$39,053$0
MICHAEL ZINNER
CEO- MIAMI CANCER INSTITUT$1,495,165$0$109,980$0$3,000$0$5,300$0$9,492$0$1,622,937$0$0$0
LINCOLN MENDEZ
CEO - SOUTH MIAMI HOSPITAL$429,915$0$288,990$0$60,902$0$78,135$0$44,400$0$902,342$0$63,539$0
JAVIER HERNANDEZ-LICHTL
CEO - WEST KENDALL BAPTIST$427,858$0$290,185$0$31,585$0$84,541$0$28,504$0$862,673$0$68,873$0
BARRY KATZEN
CME- MIAMI CARDIAC & VASCU$850,000$0$0$0$2,400$0$5,300$0$1,663$0$859,363$0$0$0
RICHARD FREEBURG
CEO - MARINERS HOSPITAL & FISHERMENS$245,687$0$408,705$0$19,291$0$61,774$0$20,039$0$755,496$0$271,960$0
GEORGE FOYO
FORMER CAO$267,569$0$282,499$0$216,437$0$5,300$0$3,085$0$774,890$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AEXECUTIVE COMPENSATION BAPTIST HEALTH EXECUTIVES ARE PROVIDED WITH A COMMON SET OF PERQUISITES THAT ARE TYPICAL OF OTHER RESPONSIBLE NOT-FOR-PROFIT ORGANIZATIONS TO ENABLE THEM TO MORE EFFECTIVELY CONDUCT THEIR BUSINESS. THESE BENEFITS ARE DEEMED BY THE COMPENSATION COMMITTEE TO BE APPROPRIATE AND CONSERVATIVE. PERQUISITES ARE GENERALLY LIMITED TO AUTO AND CELL PHONE ALLOWANCES WHICH ARE FULLY TAXABLE TO THE EXECUTIVE. OTHER PERQUISITES PROVIDED TO EXECUTIVES, SUCH AS PAID TIME OFF OR REIMBURSEMENT FOR RELEVANT EDUCATIONAL EXPENSES, ARE OFFERED TO ALL EMPLOYEES IN ACCORDANCE WITH ENTERPRISE-WIDE POLICIES AND PROCEDURES. BUSINESS TRAVEL FOR EXECUTIVES ON COMMERCIAL AIRLINES IS LIMITED TO COACH FARES (AN UPGRADE TO THE NEXT AVAILABLE CLASS OF SERVICE, E.G., BUSINESS CLASS, MAY BE PERMITTED WHEN THE FLIGHT DURATION IS IN EXCESS OF FIVE HOURS OR AN OVERNIGHT ACCOMMODATION CAN BE AVOIDED). CHARTERED PLANE TRAVEL, SPOUSAL TRAVEL, LUXURY RESIDENCES FOR PERSONAL USE, HEALTH, COUNTRY OR SOCIAL CLUB DUES AND PERSONAL SERVICES (SUCH AS MAID, CHAUFFEUR, CHEF, LANDSCAPER) ARE NOT PROVIDED (OR REIMBURSED) TO BAPTIST HEALTH EXECUTIVES.
PART I, LINE 4BAS PART OF THE BAPTIST HEALTH SOUTH FLORIDA EXECUTIVE BENEFIT PLAN, EXECUTIVES ARE ELIGIBLE TO ALLOCATE A PORTION OF THEIR FLEXIBLE SPENDING ALLOWANCE TO A SUPPLEMENTAL SURVIVOR ACCUMULATION BENEFIT(SSAB) ACCOUNT. THE SSAB IS A LIFE INSURANCE PRODUCT THAT PROVIDES A DEFERRED RETIREMENT BENEFIT FOR THE EXECUTIVE OR A DEATH BENEFIT FOR THE EXECUTIVE'S SURVIVORS. CONTRIBUTIONS TO THE SSAB MAY BE MADE ANNUALLY TO THE PARTICIPANT'S ACCOUNT. ALL CONTRIBUTIONS ACCUMULATE, ALONG WITH INVESTMENT EARNINGS, FOR THE PERIOD THE EXECUTIVE PARTICIPATES. THE EXECUTIVE DOES NOT HAVE ACCESS TO THE CONTRIBUTIONS MADE OR THE RELATED INVESTMENT INCOME, ALL OF WHICH IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. PURSUANT TO THE SSAB PLAN GUIDELINES, THIS BENEFIT IS TERMINATED UPON AN EXECUTIVE REACHING AGE 65, HOWEVER, PAYMENT CAN BE DEFERRED TO A DATE AT LEAST TWO YEARS AFTER REACHING AGE 65 BUT NO LATER THAN 68. AT THAT TIME THE ENTIRE AMOUNT ACCUMULATED IS PAID OUT IN A LUMP SUM.
SCHEDULE JANNUALLY, AS PART OF THE BAPTIST HEALTH SOUTH FLORIDA EXECUTIVE BENEFIT PLAN, EXECUTIVES DEFER A PORTION OF THEIR FLEXIBLE BENEFIT ALLOWANCE AND AT LEAST 50% OF THEIR LONG-TERM INCENTIVE AWARDS INTO A CAPITAL ACCUMULATION ACCOUNT ("CAA") ESTABLISHED FOR EACH PARTICIPANT. MOST OF THE EXECUTIVES USE THE FUNDS FROM THE CAA TO HELP FUND RETIREMENT. THE AMOUNTS CREDITED TO EACH PARTICIPANT'S CAA MUST BE DEFERRED FOR A MINIMUM OF TWO YEARS AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE UNTIL PAID. HOWEVER, WHEN A PARTICIPANT ATTAINS AGE 66 DURING A PLAN YEAR, THE AMOUNTS CREDITED TO THEIR CAA DURING THAT PLAN YEAR AND ALL FUTURE YEARS MAY NO LONGER BE DEFERRED AND MUST BE PAID OUT TO THE EXECUTIVE IN THE YEAR CREDITED.
PART I, QUESTION 7KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS AND CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS.
SCHEDULE J PART II COLUMN (B)(II)EXECUTIVE COMPENSATION ALL EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF INDEPENDENT UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES WHO HAVE CERTIFIED THAT THEY HAVE NO CONFLICT OF INTEREST WITH THE ORGANIZATION. REPORTABLE COMPENSATION INCLUDES BASE SALARY AS WELL AS PAYMENTS UNDER A FORMAL INCENTIVE PLAN WHICH REWARDS SUCCESSFUL ACHIEVEMENT OF QUALITY, MISSION, CHARITY CARE, AND FINANCIAL CORPORATE OBJECTIVES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CITY OF SOUTH MIAMI HEALTH FACILITIES AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN650641181BondIssuerEIN
CUSIP838810EE5CUSIPNum
Bond Issued2017-12-28BondIssuedDt
Issue Price$895,943,006IssuePriceAmt
PurposeSEE PART VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$14,135,000RetiredAmt
Total Proceeds$895,943,006TotalProceedsAmt
Refunding Escrow$123,545,640RefundingEscrowAmt
Other Spent Proceeds$776,459,565OtherSpentProceedsAmt
Current RefundingYes (1)CurrentRefundingInd
Advance RefundingYes (1)AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research AgreementsYes (1)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (1)EngageBondCounselResearchInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.01000PrivateBusConcerningUBIPct
Total Private Business Use0.01000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective Action0ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I COLUMN (F)DESCRIPTION OF BOND PURPOSE THE PROCEEDS OF THE 2017 BONDS WERE BEING USED TO REFUND BONDS ISSUED 5/26/2007, 4/22/2010 AND 5/2/2013.
SCHEDULE K, PART IV, LINE 3THE FORM 8308 FOR THE BONDS ERRONEOUSLY REPORTS THE ISSUE AS VARIABLE YIELD.
SCHEDULE K, PART IV, LINE 6THIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE REFUNDING ESCROW.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1ORGANIZATION MISSION: THE MISSION OF BAPTIST HEALTH SOUTH FLORIDA AND ITS AFFILIATES ("BAPTIST HEALTH") IS TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO PROMOTE THE SANCTITY AND PRESERVATION OF LIFE, IN THE COMMUNITIES WE SERVE. BAPTIST HEALTH IS A FAITH-BASED ORGANIZATION GUIDED BY THE SPIRIT OF JESUS CHRIST AND THE JUDEO-CHRISTIAN ETHIC. WE ARE COMMITTED TO MAINTAINING THE HIGHEST STANDARDS OF CLINICAL AND SERVICE EXCELLENCE, ROOTED IN THE UTMOST INTEGRITY AND MORAL PRACTICE. CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, REGARDLESS OF RELIGION, CREED, RACE OR NATIONAL ORIGIN, INCLUDING, AS PERMITTED BY ITS RESOURCES, CHARITY CARE TO THOSE IN NEED.
FORM 990, PART III, LINE 4ACONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, INCLUDING, AS PERMITTED BY OUR RESOURCES, CHARITY CARE TO THOSE IN NEED. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2018, BAPTIST HEALTH PROVIDED PATIENT SERVICES TO THE SOUTH FLORIDA AREA WITH 90,264 ADULT ADMISSIONS, 453,062 PATIENT DAYS, AND 437,769 EMERGENCY ROOM VISITS. DURING THAT SAME TIME PERIOD, URGENT CARE VISITS TOTALED 323,262, OUTPATIENT SURGERY CASES 92,787, AND TOTAL OUTPATIENT VISITS WERE 1,448,422 SYSTEM-WIDE. AS OF SEPTEMBER 30, 2018 THE SYSTEM HAD 2,251 LICENSED INPATIENT BEDS COMPRISED OF 2,076 ACUTE CARE BEDS. IN TOTAL BAPTIST HEALTH PROVIDED MORE THAN $339,000,000 IN COMMUNITY BENEFIT DURING ITS 2018 FISCAL YEAR. WE PROVIDED CHARITY CARE VALUED AT $102,519,000 AS WELL AS $205,873,000 IN UNCOMPENSATED SERVICES. THE ESTIMATED COST OF PROVIDING CHARITY SERVICES AND UNCOMPENSATED SERVICES IS BASED ON RECENT HISTORICAL COST-TO-CHARGE RATIOS FOR CHARITY PATIENTS AND MEDICAID PATIENTS FROM BHSF'S COST ACCOUNTING SYSTEM, APPLIED TO THE CURRENT PERIOD GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY AND MEDICAID PATIENTS. WE ALSO CONTRIBUTED $32,420,000 TO THE INDIGENT CARE FUND AND EXPENDED $3,082,000 FOR EDUCATIONAL PROGRAMS, SCREENINGS, CORPORATE SPONSORSHIPS AND DONATIONS. FREE COMMUNITY HEALTH AND WELLNESS PROGRAMS COVERED TOPICS RANGING FROM INSOMNIA AND FOOD SAFETY TO DIABETES AND WEIGHT CONTROL. IN ADDITION, BAPTIST HEALTH PROVIDED FREE SCREENINGS FOR CHOLESTEROL, BLOOD PRESSURE, BODY COMPOSITION AND OSTEOPOROSIS. BAPTIST HEALTH ALSO HELPED THOSE IN NEED OF PRIMARY CARE SERVICES BY DONATING APPROXIMATELY $2,331,000 TO NEIGHBORHOOD NOT-FOR-PROFIT CLINICS SUCH AS THE OPEN DOOR HEALTH CENTER IN HOMESTEAD, THE SOUTH MIAMI CHILDREN'S CENTER AND GOOD NEWS CARE CENTER IN SOUTH MIAMI AND THE GOOD HEALTH CLINIC IN TAVERNIER. BAPTIST HEALTH SPENT $19,908,000 PAYING PHYSICIANS WHO PROVIDE CARE TO OUR COMMUNITY MEMBERS IN NEED. ADDITIONALLY, WE PROVIDED $1,919,000 IN CONTINUING MEDICAL EDUCATION, $2,074,000 IN CHAPLAINCY, AND PALLIATIVE CARE AND $2,114,800 IN UNFUNDED PATIENT CARE DURING THE YEAR ENDED SEPTEMBER 30, 2018. FULFILLING OUR MISSION TO PROVIDE COMPASSIONATE CARE TO THE ENTIRE COMMUNITY ISN'T ONLY ABOUT ASSISTING THOSE IN FINANCIAL NEED. IT IS ALSO ABOUT SUPPORTING SERVICES THAT LOSE MONEY BUT ARE ESSENTIAL TO OUR COMMUNITY. IN 2007, BAPTIST HEALTH INVESTED APPROXIMATELY $135,000,000 IN BUILDING A REPLACEMENT HOSPITAL FOR HOMESTEAD HOSPITAL. HOMESTEAD HOSPITAL OPERATES AT A LOSS, BUT BAPTIST HEALTH CONTINUES TO OPERATE THIS HOSPITAL BECAUSE IT FILLS AN IMPORTANT COMMUNITY NEED FOR QUALITY HEALTHCARE. ADDITIONALLY BAPTIST HEALTH HAS INVESTED SUBSTANTIAL FUNDS TO HARDEN ITS FACILITIES TO WITHSTAND A CATEGORY 5 HURRICANE FOR THE PROTECTION OF OUR PATIENTS AND NEIGHBORS. MIAMI CANCER INSTITUTE OFFICIALLY OPENED ITS DOORS IN JANUARY 2017. THE $430 MILLION, 445,000-SQUARE-FOOT FACILITY IS PART OF BAPTIST HEALTH SOUTH FLORIDA. MIAMI CANCER INSTITUTE HAS BECOME THE THIRD FULL MEMBER, AND THE ONLY MEMBER IN FLORIDA, OF THE MEMORIAL SLOAN KETTERING (MSK) CANCER ALLIANCE, AN INITIATIVE DESIGNED TO COLLABORATIVELY GUIDE COMMUNITY PROVIDERS TOWARD STATE-OF-THE-ART CANCER CARE. MIAMI CANCER INSTITUTE FEATURES A UNIQUE, HYBRID ACADEMIC-COMMUNITY CANCER CENTER MODEL BACKED BY 30 YEARS OF BAPTIST HEALTH'S EXPERTISE IN CANCER CARE. THE FACILITY, LOCATED ON THE BAPTIST HOSPITAL CAMPUS, CONSOLIDATES MANY OUTPATIENT CLINICAL SERVICES, CLINICAL RESEARCH, AND TECHNOLOGY PLATFORMS UNDER ONE ROOF. THE INSTITUTE IS HOME TO ONE OF THE MOST COMPREHENSIVE AND ADVANCED RADIATION ONCOLOGY PROGRAMS IN THE WORLD, INCLUDING SOUTH FLORIDA'S FIRST PROTON THERAPY CENTER, ONE OF UNDER TWO DOZEN PROTON THERAPY CENTERS IN THE NATION, WHICH OPENED IN FALL 2017. THE PRECISION OF PROTON THERAPY ALLOWS DOCTORS TO TARGET CANCER CELLS WITHOUT DAMAGING HEALTHY TISSUE AND VITAL ORGANS. MIAMI CANCER INSTITUTE DRAWS A SIGNIFICANT NUMBER OF PATIENTS FROM OUTSIDE THE UNITED STATES AS WELL AS LEADING MEDICAL AND BUSINESS PROFESSIONALS TO SOUTH FLORIDA FOR CONFERENCES, SYMPOSIA AND OTHER EVENTS. THE HILTON MIAMI-DADELAND - A 184-ROOM, FULL-SERVICE HOTEL AND CONFERENCE CENTER - OPENED IN EARLY 2019 ON THE WEST END OF THE BAPTIST HOSPITAL CAMPUS AND WILL BE AN ESSENTIAL COMPONENT TO SERVING OUT-OF-TOWN PATIENTS AND GUESTS VISITING THE CANCER INSTITUTE. IN ADDITION TO THE HEALTH-RELATED BENEFITS LISTED ABOVE, BAPTIST HEALTH ALSO HAS A SIGNIFICANT AND POSITIVE FINANCIAL IMPACT ON OUR COMMUNITY. WE DIRECTLY EMPLOY MORE THAN 19,000 INDIVIDUALS AND DIRECTLY AND INDIRECTLY CREATE ANOTHER 34,000 JOBS. AS SOUTH FLORIDA'S LARGEST PRIVATE EMPLOYER, BAPTIST HEALTH IS TAKING A LEADERSHIP ROLE BY COMMITTING TO THE ENVIRONMENTALLY RESPONSIBLE, ENERGY-EFFICIENT DESIGN AND FUNCTION OF OUR FACILITIES. THIS COMMITMENT APPLIES TO OUR DAY-TO-DAY OPERATIONS, FROM THE SUPPLIES WE PURCHASE TO THE VEHICLES WE USE. IN ACCORDANCE WITH OUR FAITH-BASED MISSION, BAPTIST HEALTH SOUTH FLORIDA AND ITS AFFILIATES ARE COMMITTED TO MAKING A SIGNIFICANT, POSITIVE IMPACT ON THE COMMUNITY IT SERVES.
FORM 990, PART V, LINE 1(A)US INFORMATIONAL RETURNS BAPTIST HEALTH SOUTH FLORIDA (BHSF) HAS A SYSTEM-WIDE TREASURY POLICY, WHICH RECOGNIZES ITS RESPONSIBILITY TO OVERSEE, MANAGE, AND COORDINATE ALL AFFILIATE OPERATIONS, INCLUDING THE TREASURY FUNCTIONS. BHSF SERVES AS THE CENTRALIZED CASH RECEIPT AND DISBURSING AGENT FOR ALL BHSF ENTITIES. AS SUCH ONLY BHSF ISSUES US INFORMATIONAL RETURNS.
FORM 990, PART V, LINE 2AEMPLOYEES REPORTED ON FORM W-3 BAPTIST HEALTH SOUTH FLORIDA (BHSF)IS THE APPOINTED PAY AGENT FOR ALL OF ITS AFFILIATES. AS SUCH ONLY BHSF ISSUES FORM W-3.
FORM 990, PART VI, SECTION A, LINE 4THE ARTICLES OF INCORPORATION OF BAPTIST HEALTH SOUTH FLORIDA, INC WERE AMENDED AND RESTATED DURING THE FISCAL YEAR FISCAL YEAR AS FOLLOWS: ARTICLE IV - MEMBERSHIP, SUBSECTION (F) - THE OTHER TRUSTEES SHALL BE AS FOLLOWS: EVERY OTHER ELECTED TRUSTEE IN OFFICE AT ANY TIME SHALL AFFIRM THAT THEY WILL ABIDE BY AND SUPPORT THE CORPORATION'S STATED MISSION, GUIDING PRINCIPLE, AND VISION.
FORM 990, PART VI, SECTION B, LINE 11BPROCESS FOR REVIEWING FORM 990 THE MANAGEMENT OF BAPTIST HEALTH SOUTH FLORIDA (BHSF) IS RESPONSIBLE FOR THE ACCURACY AND COMPLETENESS OF THE TAX RETURNS OF BHSF AND ALL OF ITS NONPROFIT, CHARITABLE AFFILIATES. THIS FORM 990 HAS BEEN PREPARED IN CONFORMITY WITH THE INTERNAL REVENUE CODE AND TREASURY REGULATIONS. INDEPENDENT TAX CONSULTANTS AND MEMBERS OF MANAGEMENT HAVE REVIEWED IN DETAIL THE COMPLETED FORM 990. PRIOR TO FILING, THE FORM 990 PREPARATION PROCESS AND THE DOCUMENTS ARE DISCUSSED AT A MEETING OF THE FINANCE & INSURANCE COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENTARY. ADDITIONALLY THE EXECUTIVE AND COMPENSATION COMMITTEES OF THE BHSF BOARD OF TRUSTEES, COMPOSED OF INDEPENDENT UNCOMPENSATED MEMBERS, REVIEW OTHER PERTINENT AREAS OF THE RETURN. THE PRESIDENT AND CEO AS WELL AS THE EXECUTIVE VICE PRESIDENT AND CFO HEREBY CERTIFY AS TO THE ACCURACY AND COMPLETENESS OF THIS FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CEMPLOYEE CONFLICT OF INTEREST AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST OCCURS IN THOSE CIRCUMSTANCES WHERE AN EMPLOYEE'S JUDGEMENT COULD BE AFFECTED BECAUSE THE EMPLOYEE HAS A PERSONAL INTEREST, OTHER THAN THE RECEIPT OF COMPENSATION FROM BAPTIST IN THE OUTCOME OF A DECISION OVER WHICH THE EMPLOYEE HAS CONTROL OR INFLUENCE. FOR THE PURPOSES OF THIS POLICY, IT IS PRESUMED THAT MANAGERS HAVE CONTROL OR INFLUENCE OVER ANY DECISION AFFECTING A MATTER FOR WHICH A MANAGER HAS RESPONSIBILITY. A PERSONAL INTEREST EXISTS WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY STANDS TO DIRECTLY OR INDIRECTLY OBTAIN FINANCIAL GAIN AS A RESULT OF A DECISION. THIS POLICY IS INTENDED FOR ALL EMPLOYEES TO UNDERSTAND, IDENTIFY, MANAGE AND APPROPRIATELY DISCLOSE THOSE TRANSACTIONS WHICH COULD RESULT IN AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST. IN ACCORDANCE WITH OUR CODE OF ETHICS, HIGH ETHICAL STANDARDS MUST BE OBSERVED IN THE NEGOTIATION AND EXECUTION OF ALL BUSINESS ACTIVITIES CONDUCTED AT, BY OR WITH BHSF. ANY DECISIONS MADE BY BHSF EMPLOYEES MUST BE MADE IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS, WITH THE BEST ORGANIZATIONAL INTERESTS OF BHSF AS THE HIGHEST PRIORITY AND WITHOUT REGARD TO THE PERSONAL GAIN OR INTEREST OF ANY OTHER PERSON OR ENTITY. LIKEWISE, THE APPEARANCE OF ANY SUCH IMPROPER INFLUENCE ON ANY DECISIONS SHOULD BE CONSCIOUSLY AVOIDED. EMPLOYEES SHOULD ALSO ADHERE TO POLICY 828 WHICH PROHIBITS VENDOR SPONSORED TRAVEL AND POLICY 829 LIMITING ACCEPTANCE OF PERSONAL HONORARIUMS AND POLICY 831 WHICH PROVIDES LIMITATIONS AND GUIDELINES ON PHILANTHROPIC SOLICITATION OF VENDORS. A POTENTIAL OR PERCEIVED CONFLICT OF INTEREST MAY EXIST IRRESPECTIVE OF THE INTENT OF THE EMPLOYEE. BOARD CONFLICT OF INTEREST BAPTIST HEALTH AND ITS AFFILIATES HAVE A STRONG AND ROBUST CONFLICT OF INTEREST POLICY. THE POLICY IS MEANT TO ENSURE THAT EACH VOTING MEMBER OF THE BOARD OF TRUSTEES GOVERNS THE AFFAIRS OF BAPTIST HEALTH WITH HONESTY AND INTEGRITY AND MAKES DECISIONS FOR THE BENEFIT OF BAPTIST HEALTH. VOTING BOARD MEMBERS MAY NOT BE EMPLOYED BY BAPTIST HEALTH NOR ENGAGED TO PROVIDE SERVICES TO BAPTIST HEALTH IN EXCHANGE FOR CASH COMPENSATION. CONFLICT FREE DECISION MAKING EXTENDS BEYOND THE BOARD MEMBERS. TRANSACTIONS THAT MIGHT BENEFIT (I) THE PRIVATE INTEREST OF A MEMBER OR HIS OR HER FAMILY (II) AN ORGANIZATION CONTROLLED BY A MEMBER OF HIS OR HER FAMILY (III) AN ORGANIZATION IN WHICH A MEMBER OR HIS OR HER FAMILY HAS A MATERIAL INTEREST. SINCE THE APPEARANCE OF A CONFLICT OF INTEREST MAY BE AS DAMAGING TO BAPTIST HEALTH'S REPUTATION AS ACTUALLY PERMITTING A CONFLICT TO EXIST, EACH BOARD MEMBER HAS A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS. THIS CONTINUING OBLIGATION IS SUPPLEMENTED BY AN ANNUAL CERTIFICATION THAT THE BOARD MEMBER IS FREE FROM ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE ANNUAL CERTIFICATION IS REVIEWED BY THE VICE PRESIDENT OF COMPLIANCE WHO REPORTS DIRECTLY TO THE BOARD. POTENTIAL CONFLICTS ARE FURTHER REVIEWED BY THE BOARD'S ETHICS COMMITTEE. IF A CONFLICT DOES EXIST, THE CONFLICTED BOARD MEMBER MAY BE REQUIRED TO (I) RESIGN FROM THE BOARD OR (II) ELIMINATE THE RELATIONSHIP WHICH GIVES RISE TO THE CONFLICT. ENFORCEMENT AND MONITORING OF CONFLICT OF INTEREST POLICY ONE OF BAPTIST HEALTH SOUTH FLORIDA'S GREATEST ASSETS IS THE INTEGRITY OF ITS VOLUNTEER BOARD MEMBERS. ONE WAY TO ASSURE INTEGRITY IS THEIR COMMITMENT TO A STRINGENT CONFLICT OF INTEREST POLICY FOR THEIR GOVERNING BOARDS AND MANAGEMENT. AS A PART OF A ROBUST CONFLICT OF INTEREST POLICY, BOARD MEMBERS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION FORM. THE AUDIT AND COMPLIANCE DEPARTMENT MONITOR TO ENSURE ALL VOTING MEMBERS SUBMIT THE DECLARATION FORM AND PERFORM NECESSARY RESEARCH TO UNDERSTAND IF A POTENTIAL CONFLICT EXISTS. ALL DISCLOSURES AND THE RELATED RESEARCH ARE SUMMARIZED FOR THE ETHICS COMMITTEE OF THE BAPTIST HEALTH BOARD OF TRUSTEES. ANY DISCLOSURES THAT MAY RESULT IN THE APPEARANCE OF A CONFLICT ARE ADDRESSED BY THE COMMITTEE FOR ITS CONSIDERATION AND RESOLUTION.
FORM 990, PART VI, SECTION B, LINE 15PERFORMANCE-BASED EXECUTIVE COMPENSATION THE SOUTH FLORIDA MARKET FOR HIGHLY COMPETENT HEALTHCARE EXECUTIVES REFLECTS A VERY COMPETITIVE ENVIRONMENT FOR QUALIFIED EXECUTIVES. IT IS COMPRISED OF LARGE, NATIONAL, FOR PROFIT CHAINS AND NOT-FOR-PROFIT HOSPITAL SYSTEMS AND STAND-ALONE HOSPITALS. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA SEEKS EXECUTIVES OF VISION AND LEADERSHIP TO CARRY OUT THE ORGANIZATION'S FAITH-BASED MISSION OF QUALITY CARE AND COMMUNITY SERVICE. THE BOARD EXPECTS THESE EXECUTIVES TO PROVIDE LEADERSHIP THAT WILL PLACE BAPTIST HEALTH AMONG THE BEST HEALTHCARE SYSTEMS IN THE NATION FOR QUALITY AND EXCELLENCE. THE BOARD EXPECTS EXECUTIVES TO DEMONSTRATE INTEGRITY AND LOYALTY IN THE PERFORMANCE OF THEIR DUTIES AND TO ADHERE TO BAPTIST HEALTH CONFLICT OF INTEREST POLICY, EXECUTIVE CODE OF CONDUCT AND ALL COMPLIANCE/ETHICS POLICIES. EXECUTIVE COMPENSATION IS CONSIDERED THE FOUNDATION TO ATTRACT AND RETAIN EXECUTIVES WITH THE TALENT, EXPERIENCE AND CHARACTER TO MEET THESE EXPECTATIONS. THE BOARD'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITS AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY-RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. THE COMPENSATION COMMITTEE DECISIONS ARE BASED ON THE FOLLOWING: 1. TOTAL COMPENSATION PACKAGE: RECRUITMENT AND RETENTION OF CAPABLE, PRODUCTIVE EXECUTIVES IS ACCOMPLISHED THROUGH DESIGN OF A TOTAL COMPENSATION PACKAGE THAT INCLUDES A BASE SALARY, AT-RISK INCENTIVE PAY, AND BENEFITS. IT IS THE OBJECTIVE OF BAPTIST HEALTH TO ENSURE A CONSISTENT COMPENSATION PHILOSOPHY ACROSS ALL EMPLOYEE AND LEADERSHIP LEVELS THAT REWARDS OUTSTANDING PERFORMANCE USING A CASH PLUS EMPLOYEE BENEFITS PACKAGE TARGETING THE 75TH PERCENTILE. BASE SALARIES OF FULLY PRODUCTIVE EXECUTIVES ARE INDEXED TO THE MEDIAN (50TH PERCENTILE) SALARY PAID BY SIMILAR HEALTHCARE ORGANIZATIONS. INCENTIVE PAY FOR SUPERIOR ACHIEVEMENT PROVIDES THE OPPORTUNITY FOR TOTAL CASH COMPENSATION AT THE 75TH PERCENTILE OF THE EXECUTIVE'S PEER GROUP IF THE EXECUTIVE EXCEEDS HIS/HER PERFORMANCE METRICS. 2. PERFORMANCE-BASED SALARY INCREASES: ONE OF THE KEY ELEMENTS OF BAPTIST HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY IS "PAY FOR PERFORMANCE." SALARY INCREASES ARE BASED UPON THE DEGREE TO WHICH EACH EXECUTIVE ACHIEVES HIS/HER INDIVIDUAL PERFORMANCE OBJECTIVES FOR THE YEAR, WHICH ARE TIED TO CORPORATE OBJECTIVES. GENERALLY THESE OBJECTIVES RELATE TO CLINICAL QUALITY; PATIENT, PHYSICIAN AND COMMUNITY SATISFACTION; CHARITY CARE AND MISSION GOALS; FINANCIAL PERFORMANCE AND EXPENSE MANAGEMENT. INDIVIDUAL AND GROUP PERFORMANCE AGAINST THESE OBJECTIVES IS REVIEWED BY THE COMPENSATION COMMITTEE AND BOARD OF TRUSTEES ANNUALLY AFTER THE CLOSE OF THE FISCAL YEAR. 3. MARKET-BASED SALARY INCREASES: THE BOARD'S COMPENSATION COMMITTEE REVIEWS THE MARKET VALUE OF EXECUTIVE POSITIONS ANNUALLY TO ASSURE THAT BAPTIST HEALTH'S PAY LEVELS ARE COMPETITIVE. THE INDEPENDENT CONSULTANT, SELECTED BY THE COMPENSATION COMMITTEE, OBTAINS EXECUTIVE SALARY INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT HEALTHCARE INSTITUTIONS OF COMPARABLE SIZE WITHIN FLORIDA AND THE UNITED STATES. BAPTIST HEALTH'S PEER GROUP IS COMPRISED OF OTHER COMPLEX NOT-FOR-PROFIT HOSPITAL SYSTEMS OF SIMILAR SIZE AND SCOPE BUT DOES NOT INCLUDE FOR-PROFIT HOSPITALS, WHOSE COMPENSATION PRACTICES ARE FAR MORE GENEROUS. 4. NO GUARANTEED SALARY INCREASES: THERE IS NO GUARANTEE OF ANNUAL EXECUTIVE SALARY INCREASES. SALARY INCREASES DEPEND UPON THE ORGANIZATION'S ABILITY TO PAY, THE EXECUTIVE'S SALARY IN RELATION TO THE MARKET, THE EXECUTIVE'S PERFORMANCE LEVEL, AND INTERNAL PAY RELATIONSHIPS TO PEERS. 5. AT-RISK INCENTIVE PAY: KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS AND CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS. 6. PERQUISITES: BAPTIST HEALTH EXECUTIVES ARE PROVIDED WITH A COMMON SET OF PERQUISITES THAT ARE TYPICAL OF OTHER RESPONSIBLE NOT-FOR-PROFIT ORGANIZATIONS TO ENABLE THEM TO MORE EFFECTIVELY CONDUCT THEIR BUSINESS. THESE BENEFITS ARE DEEMED BY THE COMPENSATION COMMITTEE TO BE APPROPRIATE AND CONSERVATIVE. PERQUISITES ARE GENERALLY LIMITED TO AUTO AND CELL PHONE ALLOWANCES WHICH ARE FULLY TAXABLE TO THE EXECUTIVE. OTHER PERQUISITES PROVIDED TO EXECUTIVES, SUCH AS PAID TIME OFF OR REIMBURSEMENT FOR RELEVANT EDUCATIONAL EXPENSES, ARE OFFERED TO ALL EMPLOYEES IN ACCORDANCE WITH ENTERPRISE-WIDE POLICIES AND PROCEDURES. BUSINESS TRAVEL FOR EXECUTIVES ON COMMERCIAL AIRLINES IS LIMITED TO COACH FARES (AN UPGRADE TO THE NEXT AVAILABLE CLASS OF SERVICE, E.G., BUSINESS CLASS, MAY BE PERMITTED WHEN THE FLIGHT DURATION IS IN EXCESS OF FIVE HOURS OR AN OVERNIGHT ACCOMMODATION CAN BE AVOIDED). CHARTERED PLANE TRAVEL, SPOUSAL TRAVEL, LUXURY RESIDENCES FOR PERSONAL USE, HEALTH, COUNTRY OR SOCIAL CLUB DUES AND PERSONAL SERVICES (SUCH AS MAID, CHAUFFEUR, CHEF, LANDSCAPER) ARE NOT PROVIDED (OR REIMBURSED) TO BAPTIST HEALTH EXECUTIVES.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE TO THE PUBLIC DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. IN ADDITION BOTH THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON THIRD PARTY WEBSITES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON WWW.BAPTISTHEALTH.NET.
FORM 990, PART VIITHE AMOUNTS APPEARING AS REPORTABLE COMPENSATION ON FORM 990 PART VII FOR VOLUNTEER BOARD MEMBERS ARE COMPOSED OF EITHER PAYMENTS FOR SERVICES AS AN ELECTED REPRESENTATIVE OF THE MEDICAL STAFF, NON-CLINICAL SERVICES RENDERED TO BAPTIST HEALTH SOUTH FLORIDA OR ITS AFFILIATES WHICH MAKE POSSIBLE AN IMPORTANT ADMINISTRATIVE FUNCTION, OR MINOR DISCOUNTS ON CLINICAL SERVICES RECEIVED AT A BAPTIST HEALTH SOUTH FLORIDA FACILITY. ALL OF THESE AMOUNTS ARE REPORTED IN ACCORDANCE WITH THE RULES AND REGULATIONS PERTAINING TO IRS FORMS W-2 AND 1099 RESPECTIVELY.
FORM 990, PART XI, LINE 9:BOOK TO TAX DIFFERENCE FROM INVESTMENT IN PARTNERSHIP -6,137,523. EQUITY IN AFFILIATES -57,091,357. TEMPORARILY RESTRICTED NOT-FOR-PROFIT EQUITY -4,929,686. BENEFICIAL INTEREST IN NET ASSETS OF BHSF FOUNDATION 5,266,758. CHANGE IN PERMANENTLY RESTRICTED NET ASSETS 37,785. EQUITY IN NOT-FOR-PROFIT AFFILIATES 194,623,411.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BAPTIST HEALTH INTERNATIONAL SERVICES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16855 RED ROAD STE 600AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33143ZIPCd
FieldValueIRS element (for citing)
EIN454706492EIN
Primary ActivitiesINTERNATIONAL SERVICESPrimaryActivitiesTxt
Legal Domicile StateFLLegalDomicileStateCd
Total Income$945,315TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BHSFBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BAPTIST HOSPITAL OF MIAMI
8900 N KENDALL DRIVEMIAMIFL33176590910342HOSPITALFL501(C)(3)LINE 3BHSFYes (1)
HOMESTEAD HOSPITAL
975 BAPTIST WAYHOMESTEADFL33033650232993HOSPITALFL501(C)(3)LINE 3BHSFYes (1)
SOUTH MIAMI HOSPITAL
6200 SW 73 STSOUTH MIAMIFL33143590872594HOSPITALFL501(C)(3)LINE 3BHSFYes (1)
MARINERS HOSPITAL
91500 OVERSEAS HIGHWAYTAVERNIERFL33070591987355HOSPITALFL501(C)(3)LINE 3BHSFYes (1)
WEST KENDALL BAPTIST HOSPITAL
9555 SW 162 AVEMIAMIFL33196522438452HOSPITALFL501(C)(3)LINE 3BHSFYes (1)
DOCTORS HOSPITAL
5000 UNIVERSITY DRIVECORAL GABLESFL33146043775926HOSPITALFL501(C)(3)LINE 3BHSFYes (1)
BAPTIST OUTPATIENT SERVICES
6855 RED ROAD STE 600CORAL GABLESFL33143562290370MED. DIAG.FL501(C)(3)LINE 3BHSFYes (1)
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION
6855 RED ROAD STE 600CORAL GABLESFL33143591923401FUNDRAISINGFL501(C)(3)LINE 7BHSFYes (1)
BHSF REAL ESTATE FOUNDATION
6855 RED ROAD STE 600CORAL GABLESFL33143650611015SUPPORTFL501(C)(3)12ABHSFYes (1)
BAPTIST HEALTH MEDICAL GROUP INC
6855 RED ROAD STE 600CORAL GABLESFL33143462597739HEALTHCAREFL501(C)(3)LINE 11BHSFYes (1)
MIAMI CANCER INSTITUTE AT BAPTIST HEALTH
6855 RED ROAD STE 600CORAL GABLESFL33143473090066HEALTHCAREFL501(C)(3)LINE 11BHSFYes (1)
FISHERMENS HEALTH INC
3301 OVERSEAS HWYMARATHONFL33050821682066HOSPITALFL501(C)(3)LINE 3BHSFYes (1)
BETHESDA HEALTH INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592447553SUPPORT ORGANIZATIONFL501(C)(3)12CBHSFYes (1)
BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592771779O/P MEDICAL SERVICESFL501(C)(3)10BHIYes (1)
BETHESDA HEALTH OUTPATIENT SERVICES INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435650561263O/P MEDICAL SERVICESFL501(C)(3)10BHIYes (1)
BETHESDA HOSPITAL INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592447554HOSPITALFL501(C)(3)3BHIYes (1)
BETHESDA HOSPITAL FOUNDATION INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435596137805FUNDRAISINGFL501(C)(3)7BHIYes (1)
BETHESDA MEMORIAL HOSPITAL SIT (WORKMANS COMP)
2815 S SEACREST BLVDBOYNTON BEACHFL33435596775830SELF INSURANCE TRUSTFL501(C)(3)12ABHIYes (1)
BETHESDA MEMORIAL HOSPITAL SIT - MALPRACTICE
2815 S SEACREST BLVDBOYNTON BEACHFL33435592230109SELF INSURANCE TRUSTFL501(C)(3)12ABHIYes (1)
BETHESDA PAYROLL SERVICES INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435650523164PAYROLL SUPPORTFL501(C)(3)12ABHIYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
KENDALL PROFESSIONAL CENTER LIMITED
6855 RED ROAD SUITE 600CORAL GABLESFL33143592645094LEASING OFFICE SPACEFLN/A
BAPTIST SLEEP CENTER AT GALLOWAY LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143271591797MEDICAL SERVICESFLN/A
BAPTIST SLEEP CENTERS OF SOUTH FLORIDA LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143273597226MEDICAL SERVICESFLN/A
BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143201796841MEDICAL SERVICESFLN/A
BAPTIST HEALTH SURGICAL CENTER LLC
8900 N KENDALL DRIVEMIAMIFL33176650663357MEDICAL SERVICESFLN/A
AMSURG BAPTIST NETWORK ALLIANCE LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143473088958HOLDING COMPANYFLN/A
BAPTIST AMBULATORY ALLIANCE LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143814431967HOLDING COMPANYFLN/A
HEALTH NETWORK AMBULATORY ALLIANCE LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143814490589HOLDING COMPANYFLN/A
MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY
8900 N KENDALL DRIVECORAL GABLESFL33143474128811CARDIAC MEDICAL CENTERFLBHSFRELATED$1,124,110$1,929,247000.50000
MEDLEY OPPORTUNITY FUND III LP
280 PARK AVENUE 6TH FLOOR EASTNEW YORKNY10152471284126INVESTMENT IN DEBTNYBHSFRELATED$3,975,852$69,485,018000.53160
SOUTH FLORIDA CENTER FOR ENDOSCOPY & DIGESTIVE DISEASE LLC
7875 SW 104TH ST SUITE 201MIAMIFL33156651112489MEDICAL SERVICESFLN/A
CARE SERVICES OF BETHESDA LLC
CENTRAL EXPY STE 1300DALLASTX75206201745631HOME HEALTHTXN/A
MCCOY INVESTMENTS III LP
250 W 55TH ST 13DNEW YORKNY10019471225274INVESTMENT IN FUNDSNYBHSFRELATED$79,277-$230,684000.51020

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACd
BAPTIST HEALTH ENTERPRISES INC
6855 RED ROAD STE 600CORAL GABLESFL33143592572862REAL ESTATE MANAGEMENTFLBHSFC$37,648,955$164,500,5431.00000Yes (1)
SAMARITAN RISK RETENTION GROUP
7301 RIVERS AVENUE STE 230NORTH CHARLESTONSC29406203433505INSURANCESCBHSFC$3,855,141$42,921,8301.00000Yes (1)
PINEAPPLE INSURANCE COMPANY
980465790INSURANCEBHSFC$10,844,3561.00000Yes (1)23 LIME TREE BAY AVE PO BOX 1051GRAND CAYMANCJKY1-1102CJ
BMAB EAST TOWER INC
6855 RED ROAD STE 600CORAL GABLESFL33143654047110LEASE OFFICE SPACEFLBHEC$4,213,662$15,685,4551.00000Yes (1)
BAPTIST MEDICAL SERVICES CORP
6855 RED ROAD STE 600CORAL GABLESFL33143650506620HOLDING COMPANYFLBHEC$1,667,310$635,7831.00000Yes (1)
KENDALL CREDIT & BUSINESS SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143650434778COLLECTION AGENCYFLBHEC$2,472,467$1,120,9671.00000Yes (1)
WEST KENDALL PROFESSIONAL SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143650475570COLLECTION AGENCYFLBHEC1.00000Yes (1)
SOUTH MIAMI HEALTH ENTERPRISES INC
6855 RED ROAD STE 600CORAL GABLESFL33143592623930MEDICAL CENTERFLBHEC$16,9921.00000Yes (1)
EAST KENDALL INVESTMENTS INC
6855 RED ROAD STE 600CORAL GABLESFL33143650593165REAL ESTATE RENTALFLBHEC$1,554,6911.00000Yes (1)
BAPTIST AMBULATORY SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143421573814HOLDING COMPANYFLBHEC$11,826,048$34,674,2841.00000Yes (1)
BHE REALTY INC
6855 RED ROAD STE 600CORAL GABLESFL33143900152617REAL ESTATE BROKERFLBHEC$117,446$1,949,6241.00000Yes (1)
BAPTIST ANCILLARY SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143550800138HOLDING COMPANYFLBHEC1.00000Yes (1)
BETHESDA HEALTH PHYSICIAN GROUP INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435650561267PHYSICIAN OFFICESFLC0N/A
BETHESDA HOLDING COMPANY INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592663767HOLDING COMPANYFLC0N/A
PALM BEACH CREDIT ADJUSTORS INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592507658INVESTMENTFLC0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (46 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BAPTIST HEALTH ENTERPRISES INC
A$2,859,120FAIR MARKET VALUE
SAMARITAN RISK RETENTION GROUP
A$199,100FAIR MARKET VALUE
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
C$7,263,734FAIR MARKET VALUE
SAMARITAN RISK RETENTION GROUP
D$2,960,000NET BOOK VALUE
BAPTIST HEALTH ENTERPRISES INC
J$484,813FAIR MARKET VALUE
BAPTIST OUTPATIENT SERVICES
J$390,211FAIR MARKET VALUE
SOUTH MIAMI HOSPITAL INC
J$253,309FAIR MARKET VALUE
BAPTIST HEALTH MEDICAL GROUP INC
J$1,498,460FAIR MARKET VALUE
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
J$219,006FAIR MARKET VALUE
BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC
J$63,914FAIR MARKET VALUE
BAPTIST HEALTH ENTERPRISES INC
K$379,870FAIR MARKET VALUE
BAPTIST OUTPATIENT SERVICES
K$175,737FAIR MARKET VALUE
BMAB EAST TOWER INC
K$124,096FAIR MARKET VALUE
KENDALL PROFESSIONAL SERVICES
K$186,343FAIR MARKET VALUE
BETHESDA HOSPITAL INC
L$9,554,047FAIR MARKET VALUE
BAPTIST HOSPITAL OF MIAMI INC
L$124,522,240FAIR MARKET VALUE
HOMESTEAD HOSPITAL INC
L$26,788,153FAIR MARKET VALUE
SOUTH MIAMI HOSPITAL INC
L$52,747,807FAIR MARKET VALUE
MARINERS HOSPITAL INC
L$4,418,664FAIR MARKET VALUE
DOCTORS HOSPITAL INC
L$19,883,990FAIR MARKET VALUE
BAPTIST OUTPATIENT SERVICES INC
L$7,180,330FAIR MARKET VALUE
WEST KENDALL BAPTIST HOSPITAL INC
L$25,131,154FAIR MARKET VALUE
MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC
L$3,313,998FAIR MARKET VALUE
FISHERMENS HEALTH INC
L$1,380,833FAIR MARKET VALUE
SAMARITAN RISK RETENTION GROUP
L$200,001FAIR MARKET VALUE
MIAMI CARDIAC & VASCULAR MANAGEMENT COMPANY LLC
L$1,461,200FAIR MARKET VALUE
BAPTIST HEALTH MEDICAL GROUP INC
L$273,559FAIR MARKET VALUE
PINEAPPLE INSURANCE COMPANY
M$4,303,572FAIR MARKET VALUE
SAMARITAN RISK RETENTION GROUP
M$4,047,888FAIR MARKET VALUE
BAPTIST HEALTH ENTERPRISES INC
M$2,068,377FAIR MARKET VALUE
HOMESTEAD HOSPITAL INC
R$39,955,017CHANGE IN ACCT
DOCTORS HOSPITAL INC
R$9,534,576CHANGE IN ACCT
WEST KENDALL BAPTIST HOSPITAL INC
R$3,020,560CHANGE IN ACCT
BAPTIST HEALTH MEDICAL GROUP INC
R$125,617,676CHANGE IN ACCT
FISHERMENS HEALTH INC
R$14,019,607CHANGE IN ACCT
MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC
R$24,087,233CHANGE IN ACCT
BAPTIST HEALTH ENTERPRISES INC
R$60,055,373CHANGE IN ACCT
BETHESDA HOSPITAL INC
R$175,155,737CHANGE IN ACCT
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
S$253,594CHANGE IN ACCT
PINEAPPLE INSURANCE COMPANY
S$462,394CHANGE IN ACCT
BAPTIST HOSPITAL OF MIAMI INC
S$118,765,234FAIR MARKET VALUE
SOUTH MIAMI HOSPITAL INC
S$26,683,203FAIR MARKET VALUE
MARINERS HOSPITAL INC
S$8,473,367FAIR MARKET VALUE
BAPTIST OUTPATIENT SERVICES INC
S$6,084,743FAIR MARKET VALUE
SAMARITAN RISK RETENTION GROUP
S$1,091,722CHANGE IN ACCT
BETHESDA HOSPITAL INC
S$447,339,615FAIR MARKET VALUE