BAPTIST HEALTH SYSTEM INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH SYSTEM INC (EIN 59-2487136)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-10
- IRS object ID
- 201642239349302464
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-10T16:01:18-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592487136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Health System Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAPT | BusinessNameControlTxt |
| Phone | 9042021797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3563 Philips Hwy Bld F Ste 608 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322075663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Wooten | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Signature | 2016-08-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A Hugh Greene | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3563 Philips Hwy Bld F Ste 608 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322075663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $143,606,885 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.baptistjax.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $74,359 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $140,469,418 | CYProgramServiceRevenueAmt |
| PY Investment Income | $341,927 | PYInvestmentIncomeAmt |
| CY Investment Income | $289,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,266,204 | PYOtherRevenueAmt |
| CY Other Revenue | $2,773,240 | CYOtherRevenueAmt |
| PY Total Revenue | $4,608,131 | PYTotalRevenueAmt |
| CY Total Revenue | $143,606,885 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,326,118 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $88,439,548 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,019,602 | PYOtherExpensesAmt |
| CY Other Expenses | $79,136,169 | CYOtherExpensesAmt |
| PY Total Expenses | $28,019,602 | PYTotalExpensesAmt |
| CY Total Expenses | $182,901,835 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$23,411,471 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$39,294,950 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $138,643,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,469,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,225,314 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,152,450 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,417,989 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,317,253 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $102,045,061 | ExpenseAmt |
| Grant | $15,326,118 | GrantAmt |
| Revenue | $142,567,936 | RevenueAmt |
| Desc | BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT HOLDING COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), WHICH INCLUDES THE FOLLOWING ENTITIES: (1) SOUTHERN BAPTIST HOSPITAL OF FLORIDA, INC. (SBHF) - A TAX-EXEMPT ORGANIZATION THAT OPERATES TWO ACUTE CARE HOSPITALS, BAPTIST MEDICAL CENTER (BMC) AND BAPTIST MEDICAL CENTER SOUTH (BMCS), WITH 691 AND 269 LICENSED BEDS, RESPECTIVELY, AND BAPTIST EMERGENCY CENTER CLAY, (2) BAPTIST MEDICAL CENTER OF THE BEACHES, INC. (BMCB) - A TAX-EXEMPT, 146-BED ACUTE CARE HOSPITAL, (3) BAPTIST MEDICAL CENTER OF NASSAU, INC. (BMCN) - A TAX-EXEMPT , 62 BED ACUTE CARE HOSPITAL, (4) BAPTIST HEALTH PROPERTIES, INC. (BHP) - A TAX-EXEMPT REAL ESTATE ENTITY, (5) BAPTIST HEALTH AMBULATORY SERVICES, INC. (ASI) - A TAX-EXEMPT ENTITY THAT CONDUCTS MEDICAL RESEARCH, (6) PAVILION HEALTH SERVICES, INC. (PHS) - A TAXABLE ENTITY THAT PROVIDES VARIOUS HEALTHCARE AND RELATED SUPPORT SERVICES SUCH AS RETAIL PHARMACEUTICAL SERVICES , HOME INFUSION SERVICES, AND PHYSICIAN SERVICES, AND (7) BAPTIST HEALTH SYSTEM FOUNDATION, INC. (BHSF) - A TAX-EXEMPT ENTITY WITH THE PRIMARY PURPOSE OF RAISING FUNDS TO SUPPORT THE ACTIVITIES OF THE TAX-EXEMPT ENTITIES CONTROLLED BY BHS. BMC, BMCS, BMCB, AND BMCN ARE COLLECTIVELY REFERRED TO AS THE MEDICAL CENTERS. THE PARENT IS THE SOLE MEMBER OF EACH OF THE ABOVE AFFILIATES AND CONTROLS THE MULTI-ENTITY STRUCTURE THROUGH BOARD APPOINTMENT AND APPROVAL OF ALL MAJOR TRANSACTIONS. BHS, SBHF, BMCB, BMCN, BHP, AND ASI COMPRISE THE OBLIGATED GROUP UNDER THE TERMS OF A MASTER TRUST INDENTURE BETWEEN THE BANK OF NEW YORK AND THE OBLIGATED GROUP DATED MAY 1, 2000. | Desc |
| Total Program Service Expenses | $102,045,061 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott Finnegan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9042023270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 Prudential Dr Aetna Bld 1602 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Robert E Hill Jr | ||||||||
| Chairman/Director | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joe Louis Barrow Jr | ||||||||
| Vice Chairman & Director | 2.00 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| A Hugh Greene | ||||||||
| President/CEO & Director | 0.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,160,353 | $421,516 | |
| M C Harden III | ||||||||
| Secretary Treasurer & Director | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John K Anderson Jr | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Pam Chally RNPhD | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Erhard MD | ||||||||
| Director | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Mark Frisch | ||||||||
| Director | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Grebe | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy Groover MD | ||||||||
| Director | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Charles E Hughes Jr | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank R Martire | ||||||||
| Director | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Richard L Sisisky | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol C Thompson | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James M Townsend | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John F Wilbanks | ||||||||
| Executive VP/COO | 0.00 | 40.00 | Yes (X) | $0 | $676,570 | $246,365 | ||
| Harvey Granger | ||||||||
| SVP/General Counsel/Asst Secretary/Asst Treasurer | 0.00 | 40.00 | Yes (X) | $0 | $493,091 | $214,704 | ||
| Scott Wooten | ||||||||
| SVP/CFO | 0.00 | 40.00 | Yes (X) | $0 | $691,668 | $51,644 | ||
| Keith L Stein MD | ||||||||
| SVP/Chief Medical Officer | 0.00 | 40.00 | Yes (X) | $0 | $595,142 | $112,134 | ||
| Roland A Garcia | ||||||||
| SVP/CIO | 40.00 | 40.00 | Yes (X) | $0 | $456,651 | $95,017 | ||
| Edward H Sim | ||||||||
| SVP | 0.00 | 40.00 | Yes (X) | $0 | $388,904 | $91,896 | ||
| Diane Raines | ||||||||
| SVP & Chief Nursing Officer | 0.00 | 40.00 | Yes (X) | $0 | $375,593 | $93,741 | ||
| Michael Lukaszewski | ||||||||
| SVP/CFO | 0.00 | 40.00 | $0 | $154,873 | $9,222 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,992,845 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,336,239 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $74,359 | AllOtherContributionsAmt |
| Total Contributions | $74,359 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Administrative and support services to health system | 561000 | $140,396,606 | $140,396,606 |
| Wellness program/CPR training | 621990 | $72,812 | $72,812 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $140,469,418 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,868 | TotalRevenueColumnAmt |
| Exclusion | $289,868 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Earnings equity method-investee in PHA | 561499 | $1,292,587 | $1,292,587 |
| Record duplication revenuesarnings equity method-investee in PHA | 561439 | $793,014 | $793,014 |
| Seminar revenues | 611710 | $12,917 | $12,917 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $674,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $674,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,773,240 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,606,885 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,567,936 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $964,590 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,326,118 | TotalAmt |
| Program Services | $15,326,118 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,444,599 | TotalAmt |
| Program Services | $30,222,300 | ProgramServicesAmt |
| Management And General | $30,222,299 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,946,668 | TotalAmt |
| Program Services | $4,973,334 | ProgramServicesAmt |
| Management And General | $4,973,334 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,967,280 | TotalAmt |
| Program Services | $6,983,640 | ProgramServicesAmt |
| Management And General | $6,983,640 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,081,001 | TotalAmt |
| Program Services | $2,040,501 | ProgramServicesAmt |
| Management And General | $2,040,500 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,382,586 | TotalAmt |
| Program Services | $7,191,293 | ProgramServicesAmt |
| Management And General | $7,191,293 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,395 | TotalAmt |
| Program Services | $116,198 | ProgramServicesAmt |
| Management And General | $116,197 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,117 | TotalAmt |
| Management And General | $63,117 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,925,277 | TotalAmt |
| Program Services | $5,925,277 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,158,665 | TotalAmt |
| Program Services | $2,579,333 | ProgramServicesAmt |
| Management And General | $2,579,332 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,692,852 | TotalAmt |
| Program Services | $2,346,426 | ProgramServicesAmt |
| Management And General | $2,346,426 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,791,107 | TotalAmt |
| Program Services | $8,895,554 | ProgramServicesAmt |
| Management And General | $8,895,553 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,231,261 | TotalAmt |
| Program Services | $1,615,631 | ProgramServicesAmt |
| Management And General | $1,615,630 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,875 | TotalAmt |
| Program Services | $295,938 | ProgramServicesAmt |
| Management And General | $295,937 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,790 | TotalAmt |
| Program Services | $436,895 | ProgramServicesAmt |
| Management And General | $436,895 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,394,622 | TotalAmt |
| Program Services | $697,311 | ProgramServicesAmt |
| Management And General | $697,311 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,229 | TotalAmt |
| Program Services | $102,115 | ProgramServicesAmt |
| Management And General | $102,114 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Equity in losses of subsidiaries | $23,943,034 | $11,971,517 | $11,971,517 |
| Other admin. & general expenses | $651,359 | $325,680 | $325,679 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,901,835 | TotalAmt |
| Program Services | $102,045,061 | ProgramServicesAmt |
| Management And General | $80,856,774 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,006,073 | BOYAmt |
| EOY | $52,612,812 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,850,435 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,154,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,141,786 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,036,161 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $24,105,625 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,380,032 | BOYAmt |
| EOY | $62,467,718 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,257,198 | BOYAmt |
| EOY | $17,278,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,643,303 | BOYAmt |
| EOY | $167,469,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,401,323 | BOYAmt |
| EOY | $13,194,943 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,823,991 | BOYAmt |
| EOY | $56,957,507 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,225,314 | BOYAmt |
| EOY | $70,152,450 | EOYAmt |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,417,989 | BOYAmt |
| EOY | $97,241,612 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $75,641 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,417,989 | BOYAmt |
| EOY | $97,317,253 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,643,303 | BOYAmt |
| EOY | $167,469,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$39,294,950 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$861,432 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $73,055,646 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SOUTHERN BAPTIST HOSPITAL OF FLA INC | ||||
| 590747311 | 3 | Yes (true) | $0 | $0 |
| BAPTIST MEDICAL CENTER OF THE BEACHES INC | ||||
| 592980620 | 3 | Yes (true) | $0 | $0 |
| BAPTIST MEDICAL CENTER OF NASSAU INC | ||||
| 593234721 | 3 | Yes (true) | $0 | $0 |
| BAPTIST HEALTH SYSTEM FOUNDATION INC | ||||
| 592487135 | 7 | Yes (true) | $15,250,121 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $15,250,121 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 11g (vi) Amount of other support | FormAndLineReferenceDesc |
| Explanation | SOUTHERN BAPTIST HOSPITAL OF FLA INC: BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT HOLDING COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), INCLUDING MANAGEMENT, LEGAL, FINANCE, AND OTHER SUPPORT ACTIVITIES FOR THE SUPPORTED, RELATED ORGANIZATION. BAPTIST MEDICAL CENTER OF THE BEACHES INC: BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT HOLDING COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), INCLUDING MANAGEMENT, LEGAL, FINANCE, AND OTHER SUPPORT ACTIVITIES FOR THE SUPPORTED, RELATED ORGANIZATION. . BAPTIST MEDICAL CENTER OF NASSAU INC: BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT HOLDING COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), INCLUDING MANAGEMENT, LEGAL, FINANCE, AND OTHER SUPPORT ACTIVITIES FOR the supported, related organization. BAPTIST HEALTH SYSTEM FOUNDATION INC: BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT HOLDING COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), INCLUDING MANAGEMENT, LEGAL , FINANCE, AND OTHER SUPPORT ACTIVITIES FOR THE SUPPORTED, RELATED ORGANIZATION. | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $63,117 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $63,117 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | During the fiscal year, the organization paid $33,117 to an unrelated firm, BH & Associates, Inc., for State of Florida legislative and executive branch representation concerning hospital-related issues. Also, the organization paid $30,000 to an unrelated firm, Coalition to Protect America's Health Care, for lobbying expenses earmarked for public awareness and education of hospital-related issues. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $960,039 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,820 | DepreciationAmt |
| Book Value | $923,219 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,552,506 | OtherCostOrOtherBasisAmt |
| Depreciation | $121,805 | DepreciationAmt |
| Book Value | $1,430,701 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,550,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $876,898 | DepreciationAmt |
| Book Value | $9,673,793 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,078,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $638 | DepreciationAmt |
| Book Value | $12,077,912 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,105,625 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Long-term investment in PHS, Inc. | Desc |
| Book Value | $62,467,718 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $62,467,718 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cerner EMR & other internal software, net of amortization | $8,656,272 |
| Nationwide annuity inurance policy | $0 |
| Premier Healthcare Alliance stock valuation | $3,114,536 |
| Premier Vested Stock Incentive Valuation | $5,025,509 |
| PeopleSoft software, net of amortization | $482,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,278,950 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Nationwide annuity insurance policy | $0 |
| Advances from affiliated organizations, net | $56,957,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $56,957,507 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | Notes to Consolidated Financial Statements (Dollars in Thousands) 9. Income Taxes Deferred income taxes, which as of September 30, 2015 and 2014, have no net carrying value, reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amounts used for income tax purposes. As of September 30, 2015 and 2014, BHS had gross deferred tax assets of $50,480 and $41,061, respectively, primarily relating to net operating loss carryovers, deferred compensation accruals, and bad debt allowances. Management determined that a $50,480 and $41,061 valuation allowance at September 30, 2015 and 2014, respectively, was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. ASC Topic 740-10-50-3, Income Taxes: Disclosure, requires a valuation allowance to reduce the deferred tax assets reported if, based on the weight of the evidence, it is more likely than not that some portion or all of the deferred tax assets will not be realized. The change in the valuation allowance for the current year is $9,419. At September 30, 2015, BHS has available net operating loss carryforwards of $79,526. These net operating losses will expire between 2018 and 2035. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Health System Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 Prudential Dr | AddressLine1Txt |
| Address Line2 | Aetna Bld 13th floor | AddressLine2Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 592487135 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $15,250,121 | CashGrantAmt |
| Purpose Of Grant | Contribution to matching endowment program to fundraising affiliate of the filing organization. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds | OUR COMMUNITY HEALTH EFFORTS ARE GUIDED BY THE ORGANIZATION'S COMMUNITY HEALTH COMMITTEE, COMPRISED OF SELECTED BAPTIST HEALTH SYSTEM, INC. (BHS) BOARD MEMBERS (BHS IS THE PARENT AFFILIATE OF THE ORGANIZATION). THE COMMITTEE PROVIDES STRATEGIC DIRECTION RELATED TO OUR COMMUNITY HEALTH ACTIVITIES AND ENSURES WE FOCUS ON KEY PRIORITIES THAT ALIGN WITH OUR MISSION. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | OUR COMMUNITY HEALTH EFFORTS ARE GUIDED BY THE ORGANIZATION'S COMMUNITY HEALTH COMMITTEE, COMPRISED OF SELECTED BAPTIST HEALTH SYSTEM, INC. (BHS) BOARD MEMBERS (BHS IS THE PARENT AFFILIATE OF THE ORGANIZATION). THE COMMITTEE PROVIDES STRATEGIC DIRECTION RELATED TO OUR COMMUNITY HEALTH ACTIVITIES AND ENSURES WE FOCUS ON KEY PRIORITIES THAT ALIGN WITH OUR MISSION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Lukaszewski | ||||||||||||||
| SVP/CFO | $0 | $149,104 | $0 | $0 | $0 | $5,769 | $0 | $2,623 | $0 | $6,599 | $0 | $164,095 | $0 | $0 |
| A Hugh Greene | ||||||||||||||
| President/CEO & Director | $0 | $805,353 | $0 | $325,000 | $0 | $30,000 | $0 | $405,541 | $0 | $15,975 | $0 | $1,581,869 | $0 | $0 |
| John F Wilbanks | ||||||||||||||
| Executive VP/COO | $0 | $490,122 | $0 | $171,448 | $0 | $15,000 | $0 | $233,776 | $0 | $12,589 | $0 | $922,935 | $0 | $0 |
| Harvey Granger | ||||||||||||||
| SVP/General Counsel/Asst Secretary/Asst Treasurer | $0 | $366,851 | $0 | $111,240 | $0 | $15,000 | $0 | $194,698 | $0 | $20,006 | $0 | $707,795 | $0 | $0 |
| Scott Wooten | ||||||||||||||
| SVP/CFO | $0 | $531,426 | $0 | $145,819 | $0 | $14,423 | $0 | $42,117 | $0 | $9,527 | $0 | $743,312 | $0 | $0 |
| Keith L Stein MD | ||||||||||||||
| SVP/Chief Medical Officer | $0 | $456,488 | $0 | $126,654 | $0 | $12,000 | $0 | $92,684 | $0 | $19,450 | $0 | $707,276 | $0 | $0 |
| Roland A Garcia | ||||||||||||||
| SVP/CIO | $0 | $342,116 | $0 | $104,535 | $0 | $10,000 | $0 | $83,153 | $0 | $11,864 | $0 | $551,668 | $0 | $0 |
| Edward H Sim | ||||||||||||||
| SVP | $0 | $303,154 | $0 | $75,750 | $0 | $10,000 | $0 | $74,048 | $0 | $17,848 | $0 | $480,800 | $0 | $0 |
| Diane Raines | ||||||||||||||
| SVP & Chief Nursing Officer | $0 | $290,828 | $0 | $74,765 | $0 | $10,000 | $0 | $74,232 | $0 | $19,509 | $0 | $469,334 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | Baptist Health System, Inc. (BHS) has two active Supplemental Nonqualified Retirement Plans (SERPS). One is for certain executives (Supplemental Executive Retirement Plan) and the other is for certain vice presidents (Vice-President Supplemental Executive Retirement Plan). These SERPS are plans described in IRS Section 457(f). The benefits under these plans accrue during each executive's term of employment. These benefits are unvested and subject to forfeiture until the covered employee reaches retirement age. The following individuals accrued unvested benefits under these plans during calendar year 2014: A. Hugh Greene, $366,717, John F. Wilbanks, $197,354, Harvey Granger, $157,098, Edward H. Sim, $61,698, Keith L. Stein, $58,034, Roland Garcia, $46,172, Scott Wooten, $42,117 and Diane Raines, $43,318. These amounts are included in Schedule J, Part II, Column (c) for each of the listed individuals. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stein Danielle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of a current officer of the filing organization | RelationshipDescriptionTxt |
| Transaction | $96,854 | TransactionAmt |
| Transaction | Employed by filing organization | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 4 Significant changes to organizational documents | Baptist Health System's corporate bylaws were amended during the fiscal year to reflect the terms of an Affiliation Agreement effective September 1, 2015, which formed Coastal Community Health, Inc., to serve as the sole corporate member of (1) Baptist Health System, (2) Flagler Hospital, Inc., and (3) Southeast Georgia Health System, Inc. The amendments to the bylaws of Baptist Health System provide for Coastal Community Health, Inc. ("Coastal"), to be the sole corporate member of Baptist Health System and establishes "reserved powers" of Coastal to approve certain actions by Baptist Health System's Board of Directors including but not limited to amendments to governing documents, election and removal of officers and directors, approval of capital and operating budgets, and adoption or revision of Baptist Health System's charitable care policies. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The organization has a single corporate member which must authorize certain significant decisions by the organization's Board of Directors. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The organization's individual members elect the members of the governing body of the organization. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The corporate bylaws of Baptist Health System were amended as provided in response to Part VI, Line 4. In accordance with these amendments to the bylaws, many of the governance decisions are reserved to Baptist Health System's sole corporate member, Coastal Community Health, Inc. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Board of Directors of Baptist Health System, Inc. was provided the organization's entire Form 990 prior to its filing via a link to a password-protected website. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The Board of Directors of the organization's sole member, Baptist Health System, Inc., has appointed a Conflicts of Interest Committee which regularly reviews the required disclosures of potential conflicts of interest by the Directors and Officers of the organization and its affiliates and recommends any action to be taken with regard to such disclosures. In accordance with the Conflicts of Interest Policy, during meetings of the organization's governing body, a Director who may have a conflict of interest is excused from discussion by the governing body about any transaction or matter that may have given rise to the Director's actual or potential conflict of interest. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | In accordance with the Executive Compensation policy of Baptist Health System, Inc. (BHS), BHS's Compensation Committee (made up of independent Directors of BHS) engages annually a third party compensation consultant who provides a database composed of current data regarding compensation paid for each executive position by similarly situated tax exempt health systems in the country. These health systems are generally the same size as BHS, considering revenue and other appropriate indicators. The group of comparator companies that is derived based on the above stated parameters comprise the Market. When the Committee meets with such consultant, the consultant provides to Committee members compensation target levels that are competitive with the Market. Generally, the median of the Market is targeted. The actual amount that health system executives receive as compensation may be higher or lower than the median, depending on the health system's and the individual's performance. The objective is to have a strong link between health system and individual performance and executive compensation such that if the health system and the individual perform at an optimal level, his or her compensation is in the higher range of the Market. Conversely, if either the health system or individual performance is below expectation, compensation may be in the lower range of the Market. The minutes of the annual Compensation Committee are recorded by the Committee's compensation consultant and are approved promptly by the Chair of such Committee. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | All officers and key employees of the organization were included in the Executive Compensation policy described on Form 990, Part VI, Line 15a. This process is used to establish compensation for these individuals for each calendar year. |
| Form 990, Part VI, Line 19 Required documents available to the public | Upon receiving a request from anyone, the organization will supply a copy of its governing documents, Conflicts of Interest Policy, financial statements and its most recently filed Form 990. The organization also makes its Form 990 available at the website www.guidestar.org. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other operating revenues, net - Total Revenue: 674722, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 674722; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Transfers from affiliated organizations, net - 56236000; Temporarily restricted contributions - 150000; Unrealized gain on valuation of Pavilion Health System, Inc. - 16744005; Temporarily restricted net assets released from restrictions - -74359; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Physician Partners LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 Prudential Dr | AddressLine1Txt |
| Address Line2 | Ste 1601 | AddressLine2Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611734528 | EIN |
| Primary Activities | Provide medical and healthcare services to the community. | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $1,202,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The sole authorized member of the organization is Baptist Health System Inc | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC | |||||||||||
| 800 PRUDENTIAL DR | JACKSONVILLE | FL | 32207 | 590747311 | HOSPITAL | FL | 501(c)(3 | 3 | BAPTIST HEALTH SYSTEM INC | false | |
| BAPTIST MEDICAL CENTER OF THE BEACHES INC | |||||||||||
| 1350 13TH AVE S | JACKSONVILLE BEACH | FL | 32250 | 592980620 | HOSPITAL | FL | 501(c)(3 | 3 | BAPTIST HEALTH SYSTEM INC | false | |
| BAPTIST MEDICAL CENTER OF NASSAU INC | |||||||||||
| 1250 S 18TH ST | FERNANDINA BEACH | FL | 32034 | 593234721 | HOSPITAL | FL | 501(c)(3 | 3 | BAPTIST HEALTH SYSTEM INC | false | |
| BAPTIST HEALTH AMBULATORY SERVICES INC | |||||||||||
| 3563 PHILIPS HWY BLDG F SUITE 608 | JACKSONVILLE | FL | 32207 | 593410739 | Conducts medical research | FL | 501(c)(3 | Type I | BAPTIST HEALTH SYSTEM INC | false | |
| BAPTIST HEALTH PROPERTIES INC | |||||||||||
| 3563 PHILIPS HWY BLDG F STE 608 | JACKSONVILLE | FL | 32207 | 592487133 | Owns/manages real estate properties for healthcare system | FL | 501(c)(3 | Type I | BAPTIST HEALTH SYSTEM INC | false | |
| BAPTIST HEALTH SYSTEM FOUNDATION INC | |||||||||||
| 841 PRUDENTIAL DR 13TH FLR | JACKSONVILLE | FL | 32207 | 592487135 | FUNDRAISING ENTITY FOR tax-exempt entities controlled by BHS | FL | 501(c)(3 | 7 | BAPTIST HEALTH SYSTEM INC | false | |
| Coastal Community Health Inc | |||||||||||
| 841 Prudential Dr | Jacksonville | FL | 32207 | 471322041 | Regional affiliation of BHS with 2 other 501(c)(3) healthcare systems | FL | 501(c)(3 | Type I | na | false | Ste 1450 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Disproportionate AllocationsDisproportionateAllocationsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAVILION ASSOCIATES LTD | ||||||||||||||
| 3563 PHILIPS HWY BLD F STE 608 | JACKSONVILLE | FL | 32207 | 592505491 | NON-RESIDENTIAL PROPERTY MANAGEMENT | FL | SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC | Excluded | $0 | $0 | $0 | false | 0 | |
| Corporate Health LLC | ||||||||||||||
| 841 Prudential Dr Ste 1802 | Jacksonville | FL | 32207 | Operation of a medically-based wellness program | FL | Baptist Health System Inc | Related | $0 | $0 | Yes (true) | Yes (true) | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAVILION HEALTH SERVICES INC | |||||||||||||
| 3563 PHILIPS HWY BLDG F STE 608 | JACKSONVILLE | FL | 32207 | 592059710 | PHYSICIAN PRACTICES / RETAIL PHARMACIES | FL | BAPTIST HEALTH SYSTEM INC | C Corporation | $0 | $0 | 1 | false | |
| IT4CIN Inc | |||||||||||||
| 841 Prudential Dr | Jacksonville | FL | 32207 | 473954500 | Purchase health information technology products and services for its members. | FL | na | C Corporation | $0 | $0 | false | Ste 1802 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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