2017-08-06T17:00:14-05:00 2016-09-30 350921680 CROWE HORWATH LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2015-10-01 596137805 Bethesda Hospital Foundation Inc BETH 5617377733 2815 South Seacrest Blvd Boynton Beach FL 33435 Joanne Aquilina VP of Finance/CFO 2017-08-06 true BRITTNEY KOCAJ P01320603 9542028600 2015 2021-01-29 14:40:06Z Kay Harvey 2815 South Seacrest Blvd Boynton Beach FL 33435 16839128 false X www.bethesdahospitalfoundation.org X 1947 FL Bethesda Hospital Foundation was established for the benefit of Bethesda Hospital to assist the Hospital through the management of philanthropic assets & by building support within the community. 28 28 8 28 0 0 6220525 4754227 0 0 1803222 437852 -242317 -471116 7781430 4720963 4279809 1910353 0 812025 836774 0 0 1074541 326034 351785 5417868 3098912 2363562 1622051 39159458 42831706 2136892 2032666 37022566 40799040 Bethesda Hospital Foundation is a not-for-profit organization established for the benefit and support of Bethesda Hospital. Its purpose is to assist the Hospital in accomplishing its mission through the acquisition, management and disbursement of philanthropic assets and by building support of the Hospital within the community. false false 1629211 1629211 0 THE BETHESDA HOSPITAL FOUNDATION, CELEBRATING OVER 65 YEARS OF SERVICE TO THE COMMUNITY, REMAINS COMMITTED TO RAISING AWARENESS AND RAISING FUNDS TO PROVIDE WORLD-CLASS HEALTHCARE IN OUR COMMUNITY. WITH BETHESDA'S EXPANDING ROLE AS A LEADER IN REGIONAL HEALTHCARE AND THE DRAMATIC GROWTH IN THE COMMUNITY WE SERVE, BETHESDA'S PLANS HAVE RAPIDLY PROGRESSED WITH THE OPENING OF PALM BEACH COUNTY'S NEWEST HOSPITAL IN JANUARY 2013. WITH COMMUNITY SUPPORT, BETHESDA WILL PREPARE FOR THE FUTURE AND ENSURE QUALITY CARE FOR EACH AND EVERY RESIDENT IN OUR COMMUNITY. 276642 276642 0 BETHESDA HOSPITAL FOUNDATION PROVIDES FUNDING TO BETHESDA HOSPITAL FOR THE DRISKILL CENTER FOR CARING WHOSE MISSION IS TO TEACH CAREGIVERS TO EFFECTIVELY INTEGRATE CARING AND CLINICAL SKILLS, SUCH THAT A PHILOSOPHY OF "CARING EXCELLENCE" BECOMES THE CULTURE THROUGHOUT BETHESDA HOSPITAL. THE DRISKILL ENDOVASCULAR CENTER ALLOWS SURGEONS TO CARE FOR PATIENTS WITH VASCULAR PROBLEMS USING MINIMALLY INVASIVE PROCEDURES. 4500 4500 0 SCHOLARSHIPS ARE AWARDED TO SUPPORT HEALTHCARE EDUCATION IN OUR COMMUNITY. 1910353 true true false false false false false false false true true false false true true true true true false false false false false false true true false true false true false false false false false false false false true false false false false true false false false true 21 0 true 8 true false false false false false true true false false false false X 28 28 false false false false true true true true true false false true true true true true true true false false X Joanne Aquilina 5617377733 2815 S Seacrest Blvd Boynton Beach FL 33435 W Howard Ellingsworth CHAIR 2.0 0 X X 0 0 0 IRENE STOLFI BURNS SECRETARY 2.0 0 X X 0 0 0 Steven Litinsky MD MBA VICE CHAIR 2.0 4.0 X X 0 0 0 J GARY KOSINSKI JR TREASURER 2.0 0 X X 0 0 0 Marie Bedner Director 2.0 4.0 X 0 0 0 Michael TB Dennis MD Director 2.0 0 X 0 0 0 Stacey M Hallberg Director 2.0 0 X 0 0 0 Ann Heilakka Director 2.0 0 X 0 0 0 Jan M Kucera Director 2.0 0 X 0 0 0 Bruce H Lynn Director 2.0 0 X 0 0 0 Michael M Mullin III Director 2.0 0 X 0 0 0 STORMET C NOREM DIRECTOR 2.0 4.0 X 0 0 0 William M Plum SR Director 2.0 0 X 0 0 0 Raymond Ripley Jr Director 2.0 0 X 0 0 0 Margery Roberts Director 2.0 0 X 0 0 0 Bettina Young Director 2.0 0 X 0 0 0 W DALE KAHLE DIRECTOR 2.0 0 X 0 0 0 MARY BLUM DIRECTOR 2.0 0 X 0 0 0 DEBRA ELMORE DIRECTOR 2.0 0 X 0 0 0 CHRISTINA R LANGAN DIRECTOR 2.0 0 X 0 0 0 SANFORD L MENDELSOHN DIRECTOR 2.0 0 X 0 0 0 JOHN I MURRAY DIRECTOR 2.0 0 X 0 0 0 JOHN R PASQUAL DMD DIRECTOR 2.0 0 X 0 0 0 KAREN M ROGERS DIRECTOR 2.0 0 X 0 0 0 THOMAS M STANLEY DIRECTOR 2.0 0 X 0 0 0 WARREN L VODAK DIRECTOR 2.0 0 X 0 0 0 CHARLES L WHITE III DIRECTOR 2.0 0 X 0 0 0 RICHARD H WILSON JR DIRECTOR 2.0 0 X 0 0 0 KAY P HARVEY EXECUTIVE DIRECTOR 40.0 0 X 261355 0 56234 ROGER L KIRK PRESIDENT 2.0 54.0 X 0 1076427 117567 JOHN M LANDRY-ODELL MAJOR GIFTS/PLAN GIVING DIR 40.0 0 X 136758 0 19140 398113 1076427 192941 2 false true false 0 1257510 3496717 468832 4754227 0 0 0 0 0 1392977 1392977 0 0 10388289 11343414 -955125 0 -955125 -955125 215900 1257510 641706 -425806 -425806 87735 133045 -45310 -45310 0 0 0 0 0 4720963 0 0 -33264 1905853 1905853 4500 4500 308588 46288 262300 446982 34988 411994 11812 2945 8867 27181 1795 25386 42211 2111 40100 1113 1113 32488 32488 180795 25891 154904 4759 0 0 4759 53781 53781 35292 35292 6601 6601 2847 2847 2403 2403 368 368 Prospect Research 16639 16639 Food & Beverage 7161 7161 Other expenses 7538 7538 0 0 0 0 3098912 1910353 114018 1074541 300 300 2878359 4804079 4703830 2724636 0 0 142316 76813 162461 154767 10097 7694 29586038 31306728 0 0 1838518 3911456 39159458 42831706 124177 127133 2012715 1905533 2136892 2032666 X 20033908 21993740 15741917 17558559 1246741 1246741 37022566 40799040 39159458 42831706 X 1622051 2314020 -159597 X false true X true false X 10830860 6254434 4916081 6220525 4754227 32976127 0 0 10830860 6254434 4916081 6220525 4754227 32976127 6285267 26690860 720059 724292 836214 1227663 1392977 4901205 0 645113 469984 304735 382350 303635 2105817 39983149 0 0.6676 0.7021 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - GROSS RECEIPTS FROM FUNDRAISING EVENTS, COLUMN A - 610858.0, COLUMN B - 406629.0, COLUMN C - 228600.0, COLUMN D - 258275.0, COLUMN E - 215900.0, COLUMN F - 1720262.0; DESCRIPTION - GROSS RECEIPTS FROM GAMING, COLUMN A - 34255.0, COLUMN B - 63355.0, COLUMN C - 76135.0, COLUMN D - 124075.0, COLUMN E - 87735.0, COLUMN F - 385555.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20297259 0 1841966 0 362131 21777094 21966433 0 -1302981 0 366193 20297259 20756493 63700 1504343 0 358103 21966433 19276731 0 1839883 0 329789 30332 20756493 16942951 0 2663231 0 299987 29464 19276731 0.6917 0.0567 0.2516 false false 162461 154767 7694 7694 Receivables under Contribution Agreements - net 3911456 3911456 Deferred Planned Giving Annuities 1905533 1905533 X 7494883 2314020 774751 3088771 4406112 155254 159597 314851 4720963 3718409 774751 774751 2943658 155254 0 155254 3098912 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE USED TO SUPPORT BETHESDA HEALTH AND AFFILIATES IN THE PROVISION OF QUALITY HEALTH CARE SERVICES TO THE SURROUNDING COMMUNITY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Foundation is organized as a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code ("Code") and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The Foundation is also exempt from state income taxes on related income pursuant to Chapter 220 of the Florida Statutes. Management has concluded that they are unaware of any tax benefits or liabilities to be recognized at September 30, 2016. The Foundation does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 FUNDRAISING EVENT EXPENSES - 641706 GAMING EXPENSES - 133045 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Change in value of Split Interest obligation - 159597 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EVENT EXPENSES - 641706 GAMING EXPENSES - 133045 BETHESDA BALL 666559 568559 98000 0 0 18174 168944 27200 41706 WOMEN OF GRACE 244866 200666 44200 0 0 5250 72885 0 49372 6 561985 488285 73700 0 0 27501 82057 27100 121517 1473410 1257510 215900 0 0 50925 323886 54300 212595 641706 -425806 87735 35500 97545 true 0.99 87735 35500 97545 FL false A gaming license is not required in Florida. false false false 0.0 1.0 DONNA SEYMOUR 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 false PAULA HENDERSON 345 MANAGES GAMING ACTIVITIES X false 0 Schedule G, Part III, Line 16 GAMING MANAGER COMPENSATION ONLY 1% OF PAULA HENDERSON'S TIME IS RELATED TO GAMING; THEREFORE ONLY 1% OF HER COMPENSATION IS SHOWN AS GAMING COMPENSATION. true BETHESDA HOSPITAL INC 2815 SOUTH SEACREST BLVD BOYNTON BEACH FL 33435 592447554 501(C)(3) 1904553 1300 FMV (a) 6 Wheelchairs; (b) laptop computer (a) to provide additional patient transportation; (b) to support laboratory function 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Unrestricted funds included in the grant paid to Bethesda Hospital can be used for any purpose necessary to meet the healthcare needs of the community. Donor-restricted funds included in the grant paid to Bethesda Hospital must be used for purposes related to the donor's restrictions. These funds are not transferred to the Hospital until evidence has been presented that amounts have been spent by the Hospital for such purposes. false true false false false false false false false KAY P HARVEY EXECUTIVE DIRECTOR 255237 0 20 0 6098 0 47579 0 8655 0 317589 0 0 0 ROGER L KIRK PRESIDENT 0 569565 0 20 0 506842 0 96330 0 21237 0 1193994 0 0 JOHN M LANDRY-ODELL MAJOR GIFTS/PLAN GIVING DIR 133769 0 20 0 2969 0 9798 0 9342 0 155898 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The executive director's compensation is reviewed and approved by Bethesda Health, Inc. (a related organization). Bethesda Health, Inc. uses an independent compensation consultant, compensation surveys and studies, form 990 of other organization, and approval by the board. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The organization maintains a 457(f) supplemental nonqualified retirement plan. During 2015, the following contributions were made to the plan: Roger L. Kirk - $52,489 Kay P. Harvey - $12,310 X 38 365094 NONE X Gifts-in-kind 30 103738 NONE 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of items received. Other - Gifts-in-kind Number of items contributed. Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES WHO RECEIVE COMPENSATION FROM BETHESDA HOSPITAL FOUNDATION, INC. THEREFORE THIS QUESTION HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall consist of the Officers of the Foundation, except for the Executive Director, with at least two but no more than five additional members of the board. Form 990, Part VI, Line 6 Classes of members or stockholders The Organization has one sole member, Bethesda Health, Inc., a Florida not-for-profit organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Bethesda Health, Inc. has the authority to approve the appointment, replacement or removal of the members of the governing body. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Bethesda Health, as the sole member shall have the absolute right to take the following unilateral actions on behalf of and in the name of the Foundation: -Adopting a plan of dissolution of the Foundation; -Authorizing the Foundation to engage in, or enter into, any transaction providing for: (i) the sale, mortgage, granting a security interest in its gross revenues, or other disposition of all or substantially all of the assets of the Foundation; or (ii) the Foundation to enter into a financing plan with Bethesda Health and one or more of its other affiliates in which the Foundation would be unconditionally and irrevocably liable, jointly and severally, for the payment of an obligation entered into by Bethesda Health either by virtue of a guarantee or becoming a member of an obligated group consisting of Bethesda Health and one or more of its affiliates; -Adopting a plan of reorganization or the merger or consolidation of the Foundation with another entity; -Approving the Board's appointment or removal of the attorneys, accountants or auditors of the Foundation; -To approve the appointment, replacement or removal of the Directors of the Foundation; -Adopting or amending the Articles of Incorporation of the Bylaws of the Foundation; -Adopting or permitting any change to any strategic master plans or policies of the Foundation; -Authorizing the voluntary filing of any petition in bankruptcy; and -Adopting any annual or long-term capital or operational budget or any changes therein. Form 990, Part VI, Line 11b Review of form 990 by governing body THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND CHIEF FINANCIAL OFFICER OF BETHESDA HEALTH, INC. REVIEW THE FORM 990 AND ALL REQUIRED SUPPORTING SCHEDULES. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES OF THE ORGANIZATION FOR REVIEW PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ANY TRUSTEE, DIRECTOR, OFFICER OR MEMBER OF ANY COMMITTEE OF THE BOARD WITH BOARD-DELEGATED POWERS. THE INDIVIDUALS COVERED UNDER THE POLICY ARE REQUIRED TO DISCLOSE ANNUALLY ANY CONFLICTS OF INTEREST. THE CHAIRMAN OF THE BOARD AND THE INTERNAL AUDIT DIVISION OF BETHESDA HEALTH, INC. CONTINUOUSLY REVIEW AND MONITOR ALL CONFLICTS OF INTEREST NOTED BY THE INDIVIDUALS COVERED UNDER THE POLICY. ANY INDIVIDUAL WHO HAS A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISION IN THE TRANSACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY ACCORDING TO BETHESDA HEALTH'S ANNUAL EMPLOYEE REVIEW PROCESS. THE VICE PRESIDENT OF HUMAN RESOURCES OF BETHESDA HEALTH, INC. RECOMMENDS TO THE PRESIDENT/CEO OF BETHESDA HEALTH COMPENSATION AND BENEFIT LEVELS. THE CONSULTING FIRM WORKS INDEPENDENTLY OF MANAGEMENT AND PROVIDES DETAILED COMPENSATION AND BENEFIT DATA FOR COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A REGIONAL AND NATIONAL BASIS. BASED ON THE COMPENSATION PHILOSOPHY OF THE BOARD OF TRUSTEES OF BETHESDA HEALTH AS IT RELATES TO THE MARKET IN GENERAL AND ON SPECIFIC COMPENSATION LEVELS NOTED AS THE RESULT OF THE CONSULTING ENGAGEMENT, THE PRESIDENT/CEO OF BETHESDA HEALTH SETS THE COMPENSATION AND BENEFITS FOR THE FOUNDATION'S EXECUTIVE DIRECTOR. THE PROCESS WAS UNDERTAKEN FOR THE YEAR ENDED SEPTEMBER 30, 2016. THE PROCESS AND DECISIONS ARE DOCUMENTED IN THE EMPLOYEE FILES. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS OF THE ORGANIZATION, ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. DEPENDING ON THE QUANTITY OF THE REQUEST A MINIMAL FEE MAY APPLY. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT INTEREST OBLIGATION - -159597; BETHESDA HEALTH INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592447553 SUPPORT ORG FL 501(c)(3 Type III-FI NA false BETHESDA HOSPITAL INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592447554 HOSPITAL FL 501(c)(3 3 BETHESDA HEALTH false BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592771779 O/P MED SVCS FL 501(c)(3 9 BETHESDA HEALTH false BETHESDA PAYROLL SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 650523164 PAYROLL SUPPORT FL 501(c)(3 Type III-FI BETHESDA HEALTH false BETHESDA MEMORIAL SIT - WORKMAN'S COMP 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 596775830 SELF INS TRUST FL 501(c)(3 Type I BETHESDA HEALTH false BETHESDA HEALTH OUTPATIENT SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 650561263 O/P MED SVCS FL 501(c)(3 9 BETHESDA HEALTH false BETHESDA MEMORIAL SIT - MALPRACTICE 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592230109 SELF INS TRUST FL 501(c)(3 Type I BETHESDA HEALTH false BETHESDA HOLDING COMPANY INC AND SUBS 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592663767 HOLDING CO FL NA C Corporation false false true false false false false false false false false false true false true true false false false false