BAPTIST HEALTH RICHMOND FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BAPTIST HEALTH RICHMOND FOUNDATION INC (EIN 31-1506378)
Tax period
2017-09-01 to 2018-08-31
Filed
2019-07-12
IRS object ID
201941939349301564
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)
Return2019-07-12T21:38:25-05:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ernst & Young US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 Scripps Center 312 WalnutAddressLine1Txt
Address Line2StreetAddressLine2Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311506378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Baptist Health Foundation Richmond IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAPTBusinessNameControlTxt
Phone8596233131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12701 Eastpoint ParkwayAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKarl LainhartPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8596233131PhoneNum
Signature2019-07-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJulie L SparksPreparerPersonNm
PTINP01268401PTIN
Phone5136121400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.180.18.1IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-12IPDt
IP Tm21:35:44IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6410079965079D3074AAD5C60F569B728853E432AtSubmissionCreationDeviceId
At Submission Filing Device IdBB12664BE1E3D4BC08488640412F20C0F7A39D48AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJeri AllisonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12150 Lexington RdAddressLine1Txt
CityRichmondCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40476ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$530,066GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BAPTISTHEALTHRICHMOND.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionInitiates development opportunities and achieves fundraising goals to enhance, promote and financially support the mission of Baptist Health Richmond hospital and Baptist Healthcare System, Inc.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$422,351PYContributionsGrantsAmt
CY Contributions Grants$363,834CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$234,779PYInvestmentIncomeAmt
CY Investment Income$153,557CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$657,130PYTotalRevenueAmt
CY Total Revenue$517,391CYTotalRevenueAmt
PY Grants And Similar Paid$51,101PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$148,818CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$125,317PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$138,079CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$28,987PYOtherExpensesAmt
CY Other Expenses$42,595CYOtherExpensesAmt
PY Total Expenses$205,405PYTotalExpensesAmt
CY Total Expenses$329,492CYTotalExpensesAmt
PY Revenues Less Expenses$451,725PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$187,899CYRevenuesLessExpensesAmt
Total Assets BOY$5,191,821TotalAssetsBOYAmt
Total Assets EOY$5,642,771TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,191,821NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,642,771NetAssetsOrFundBalancesEOYAmt
MissionInitiates development opportunities and achieves fundraising goals to enhance, promote and financially support the mission of Baptist Health Richmond hospital and Baptist Healthcare System, Inc.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$286,897ExpenseAmt
Grant$148,818GrantAmt
DescThe Foundation staff works extensively with granting organizations, businesses and individuals to develop long-lasting partnerships to enhance the services provided at Baptist Health Richmond, Inc. and Baptist Healthcare System, Inc. The Foundation is governed by a Board of Directors with diverse representation from the medical, business and philanthropic communities.Desc
Total Program Service Expenses$286,897TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
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 Entity0DisregardedEntityInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members16GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Karl LainhartBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8596233131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12701 Eastpoint ParkwayAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Alex Fassas
Chairman & Director2.000.00Yes (X)Yes (X)$0$0$0
Alice Jane Ballew
Director & Chair Emeritus2.000.00Yes (X)$0$0$0
Billy Ray Hughes
Director2.000.00Yes (X)$0$0$0
Christopher T Jones
Pres & Director (Through 1/25/18)2.0040.00Yes (X)Yes (X)$0$303,115$32,822
Danna Snapp
Director2.000.00Yes (X)$0$0$0
David W Smith
Director2.000.00Yes (X)$0$0$0
Dr Norman W Powell
Director2.000.00Yes (X)$0$0$0
Dr Paula Maionchi
Director2.000.00Yes (X)$0$0$0
Jason Morgan
Director2.000.00Yes (X)$0$0$0
Jim Caldwell
Vice Chairman & Director2.000.00Yes (X)Yes (X)$0$0$0
Kathy Edison
Director2.000.00Yes (X)$0$0$0
Kathy Flood
Director2.000.00Yes (X)$0$0$0
Kelly Taylor
Director2.000.00Yes (X)$0$0$0
Kenneth Wedel
Director2.000.00Yes (X)$0$0$0
Laura Melius
Director2.000.00Yes (X)$0$0$0
Lori Murphy Tatum
Director (Through 7/23/18)2.000.00Yes (X)$0$0$0
Rev Mary Lou Stephens
Director2.000.00Yes (X)$0$0$0
Greg Gerard
Pres & Director (Effective 1/25/18)2.0040.00Yes (X)Yes (X)$0$178,851$22,777
Amanda Hopkins
Secretary40.000.00Yes (X)$33,879$0$12,817
Jeri Allison
Vice President40.000.00Yes (X)$74,949$0$11,146
Karl Lainhart
Treasurer2.0040.00Yes (X)$0$82,189$23,839
Barry Stumbo
Foundation Director (Through 10/17)10.0030.00$39,923$119,768$8,852Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$148,751TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$683,923TotReportableCompRltdOrgAmt
Total Other Compensation$112,253TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$51,765FundraisingAmt
All Other Contributions$312,069AllOtherContributionsAmt
Total Contributions$363,834TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,699TotalRevenueColumnAmt
Exclusion$90,699ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$62,858SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$62,858SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,858TotalRevenueColumnAmt
Exclusion$62,858ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,675FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$51,765ContriRptFundraisingEventAmt
Fundraising Direct Expenses$12,675FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$517,391TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$153,557ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$148,818TotalAmt
Program Services$148,818ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$113,020TotalAmt
Program Services$113,020ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,844TotalAmt
Program Services$2,844ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,251TotalAmt
Program Services$12,251ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,964TotalAmt
Program Services$9,964ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$10,449TotalAmt
Management And General$10,449ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,875TotalAmt
Management And General$3,875ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,146TotalAmt
Management And General$6,146ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,041TotalAmt
Management And General$2,041ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Purchased Services$11,865$11,865
Automobile$4,620$4,620
Other$3,599$3,599

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$329,492TotalAmt
Program Services$286,897ProgramServicesAmt
Management And General$42,595ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,192,552BOYAmt
EOY$1,221,658EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,001,625BOYAmt
EOY$1,165,762EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,102BOYAmt
EOY$25,510EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$263,438BOYAmt
EOY$314,346EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,708,104BOYAmt
EOY$2,915,495EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,191,821BOYAmt
EOY$5,642,771EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,999,350BOYAmt
EOY$3,376,208EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$186,471BOYAmt
EOY$259,563EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,006,000BOYAmt
EOY$2,007,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,191,821BOYAmt
EOY$5,642,771EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,191,821BOYAmt
EOY$5,642,771EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$187,899ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$262,051NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,000OtherChangesInNetAssetsAmt
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 Type1Yes (X)SupportingOrgType1Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
Baptist Health Richmond Inc
6104619403Yes (1)$129,121$0
Baptist Healthcare System Inc
6104447073Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$129,121SupportSumAmt
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 Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
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 Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part IV, Section B, Line 1The power to appoint and/or remove directors or trustees rests solely with Baptist Healthcare System, Inc., (BHS), the sole member of Baptist Health Foundation Richmond, (BHFR). BHS is also the sole member and retains these rights with regard to the other supported organization of BHFR, Baptist Health Richmond, Inc. (BHR)
Schedule A, Part IV, Section B, Line 2Baptist Health Foundation Richmond, (BHFR), supports Baptist Healthcare System, Inc., (BHS), and Baptist Health Richmond, Inc. ,(BHR), by assisting, advancing and strengthening BHR. In doing this, BHFR is also carrying out the purpose of BHS, the sole member of BHR.

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,827,567BeginningYearBalanceAmt
Investment Earnings Or Losses$133,126InvestmentEarningsOrLossesAmt
End Year Balance$3,960,693EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,602,155BeginningYearBalanceAmt
Investment Earnings Or Losses$225,412InvestmentEarningsOrLossesAmt
End Year Balance$3,827,567EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,378,301BeginningYearBalanceAmt
Investment Earnings Or Losses$223,854InvestmentEarningsOrLossesAmt
End Year Balance$3,602,155EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,405,060BeginningYearBalanceAmt
Investment Earnings Or Losses-$26,759InvestmentEarningsOrLossesAmt
End Year Balance$3,378,301EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,982,385BeginningYearBalanceAmt
Investment Earnings Or Losses$422,675InvestmentEarningsOrLossesAmt
End Year Balance$3,405,060EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.49330BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.50670PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Perm Restricted Endowment$2,000,000
BHS Corporate Endowment-Board Designated$851,187
Other Assets$64,308
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,915,495TotalBookValueOtherAssetsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4:FormAndLineReferenceDesc
ExplanationThe Board designated funds include assets set aside by the organization's Board of Directors for long-term uses, over which the Board retains control and may at its discretion subsequently use for other purposes.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf FundraiserEvent1Nm
Gross Receipts Event1$53,200GrossReceiptsEvent1Amt
Charitable Contri Event1$41,077CharitableContriEvent1Amt
Gross Revenue Event1$12,123GrossRevenueEvent1Amt
Other Direct Expenses Event1$12,123OtherDirectExpensesEvent1Amt
Event2PTTP EventEvent2Nm
Gross Receipts Event2$11,240GrossReceiptsEvent2Amt
Charitable Contri Event2$10,688CharitableContriEvent2Amt
Gross Revenue Event2$552GrossRevenueEvent2Amt
Other Direct Expenses Event2$552OtherDirectExpensesEvent2Amt
Gross Receipts Total$64,440GrossReceiptsTotalAmt
Charitable Contributions Tot$51,765CharitableContributionsTotAmt
Gross Revenue Total Events$12,675GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$12,675OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,675DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Baptist Health RichmondBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1600AddressLine1Txt
CityRichmondCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40476ZIPCd
FieldValueIRS element (for citing)
Recipient EIN610461940RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$129,121CashGrantAmt
Purpose Of GrantGeneral SupportPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart 1, Line 2:FormAndLineReferenceDesc
ExplanationProcedures For Monitoring The Use Of Grants: Baptist Health Foundation Richmond, Inc. provides only direct contributions and other general support; therefore, no monitoring of charitable contributions is performed.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
Christopher T Jones
Pres & Director (Through 1/25/18)$0$283,317$0$0$0$19,798$0$8,100$0$24,722$0$335,937$0$0
Greg Gerard
Pres & Director (Effective 1/25/18)$0$178,851$0$0$0$0$0$5,516$0$17,261$0$201,628$0$0
Barry Stumbo
Foundation Director (Through 10/17)$17,965$53,894$0$0$21,958$65,874$518$1,555$1,695$5,084$42,136$126,407$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePArt 1, Line 3:FormAndLineReferenceDesc
ExplanationBaptist Healthcare System, Inc., and Baptist Health Richmond, Inc., related organizations of Baptist Health Foundation Richmond, Inc., used some of the following to establish the compensation of the organization's director: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Written employment contract - Compensation survey or study - Approval by the Board or Compensation CommitteeExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2bForm W-3 is filed by Baptist Healthcare System, Inc., FEIN 61-0444707.
Form 990, Part VI, Section A, line 6The organization's sole member is Baptist Healthcare System, Inc., (EIN: 61-0444707), a non-profit, tax-exempt corporation organized under and pursuant to the provisions of the laws of the Commonwealth of Kentucky.
Form 990, Part VI, Section A, line 7aBaptist Healthcare System, Inc., the sole member, has the authority to appoint the board members for Baptist Health Foundation Richmond, Inc.
Form 990, Part VI, Section A, line 7bThe consent and approval of the sole member, Baptist Healthcare System, Inc., shall be required for all major corporate actions, and any act the result of which would be to: 1) amend, repeal or alter the Articles of Incorporation or Bylaws; 2) merge or consolidate or agree to merge or consolidate the corporation with or into any organization; 3) liquidate, reorganize or recapitalize the corporation; 4) create or incur any indebtedness which exceeds $50,000; 5) make any capital expenditure which exceeds $50,000; 6) authorize the execution of any contract, agreement or similar instrument by which the corporation may be obligated to pay more than $50,000 in any year; 7) other than acquiring marketable securities held for investment purposes, acquire the stock of any corporation or invest in or acquire an interest in any business enterprise; 8) sell or agree to sell or otherwise dispose of all or a substantial part of the assets of the corporation or any investment or interest in any business enterprise, other than marketable securities disposed of in the ordinary course of the corporation's activities; 9) adopt the corporation's annual operating budget and capital expenditures budget; 10) accept any gift that requires the corporation or the Member to match funds, carry out substantial new activities in connection with the gift, or that is made subject to restrictions that are not clearly consistent with the corporation's charitable purpose or with the Member's mission; 11) accept any gift of real property; 12) accept any gift that requires the corporation to assume indebtedness; 13) make any gift or contribution to any organization other than the Member -unless such gift or contribution is approved by the Member or is consistent with guidelines established by the Member; 14) adopt investment guidelines or select a fund manager.
Form 990, Part VI, Section B, line 11bThe process of reviewing the Form 990 entails a detailed review by the organization's accounting department followed by a review by outside tax consultants. The governing body receives an electronic copy of the Form 990, including all requested schedules as ultimately filed with the IRS, for review prior to the filing with the IRS.
Form 990, Part VI, Section B, line 12Baptist Healthcare System, Inc., the sole member, will provide the Board with a copy of the System's Conflict of Interest policy on an annual basis and board members will be expected to disclose any activities that could be understood as a conflict. When a conflict is disclosed, the board member would recuse himself/herself from any vote that he/she would have a conflict.
Form 990, Part VI, Section C, line 19The organization will provide any documents open to public inspection upon request.
Form 990, Part XI, line 9:Change in beneficial interest in perpetual trust 1,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Baptist Community Health Services Inc
2701 Eastpoint ParkwayLouisvilleKY40223611141242Medical ServicesKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Medical Group Inc
2701 Eastpoint ParkwayLouisvilleKY40223205497203Physician ServicesKY501(c)(3)Line 3BHSYes (1)
Baptist Health Richmond Inc
PO Box 1600RichmondKY40476610461940HospitalKY501(c)(3)Line 3BHSYes (1)
Baptist Health Madisonville Inc
900 Hospital DriveMadisonvilleKY42431610654587HospitalKY501(c)(3)Line 3BHSYes (1)
Mercy Regional Emergency Medical Systems
126 Lone Oak RoadPaducahKY42001611310466Ambulance ServiceKY501(c)(3)Line 12a, IBHSYes (1)
Medical Center Ambulance Services Inc
629 Lafoon StreetMadisonvilleKY42431610946210Ambulance ServiceKY501(c)(3)Line 10Yes (1)N/A
Baptist Health Foundation Madisonville Inc
2701 Eastpoint ParkwayLouisvilleKY40223472893430FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Foundation Corbin Inc
2701 Eastpoint ParkwayLouisvilleKY40223473033550FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Foundation Lexington Inc
1740 Nicholasville RoadLexingtonKY40503611480774FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Foundation Paducah Inc
2501 Kentucky AvenuePaducahKY42003264057759FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Foundation Greater Louisville Inc
4000 Kresge WayLouisvilleKY40207200292291FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Healthcare Foundation Inc
2701 Eastpoint ParkwayLouisvilleKY40223311122867FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Pattie A Clay Hospital Auxiliary
PO Box 1600RichmondKY40476510172717Hospital SupportKY501(c)(3)Line 12a, IBHS0
Baptist Healthcare System Inc
2701 Eastpoint ParkwayLouisvilleKY40223610444707HospitalKY501(c)(3)Line 30N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
Baptist East Milestone Fitness Center
750 Cypress Station RoadLouisvilleKY40207611355065Fitness CenterKYN/AN/A00
Baptist Physicicans Surgery Center
1720 Nicholasville RoadLexingtonKY40503043665929Ambulatory Surgery CenterKYN/AN/A00
Baptist Eastpoint Surgery Center
2400 Eastpoint ParkwayLouisvilleKY40223260834852Ambulatory Surgery CenterKYN/AN/A00
Medical Associates of Middletown
4000 Kresge WayLouisvilleKY40207200399400Medical Office BuildingKYN/AN/A00
Baptist Health Performance Training LLC
2701 Eastpoint ParkwayLouisvilleKY40223473567887Sports TrainingKYN/AN/A00
Cumberland Valley Surgical Center LLC
PO Box 1620CorbinKY40701611348280Ambulatory Surgery CenterINN/AN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Baptist Ventures Inc
2701 Eastpoint ParkwayLouisvilleKY40223611217018ManagementKYN/ACYes (1)
Baptist Health Plan Inc
651 Perimeter ParkLexingtonKY40517611241101InsuranceKYN/ACYes (1)
Hopkins County Credit Services Inc
2701 Eastpoint ParkwayLouisvilleKY40223610660705CollectionsKYN/ACYes (1)
Baptist Medical Management Services Inc
900 Hospital DriveMadisonvilleKY42431371519513HC MSOKYN/ACYes (1)
MS Community Health Inc
2701 Eastpoint ParkwayLouisvilleKY40223611303514Health ClinicKYN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Baptist Health Richmond Inc
B$129,121Cost
Baptist Health Richmond Inc
C$151,025Cost

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