2016-08-10T16:01:18-05:00 2015-09-30 990 2014-10-01 592487136 Baptist Health System Inc BAPT 9042021797 3563 Philips Hwy Bld F Ste 608 Jacksonville FL 322075663 Scott Wooten SVP & CFO 2016-08-10 2014 2016-09-27 15:27:22Z A Hugh Greene 3563 Philips Hwy Bld F Ste 608 Jacksonville FL 322075663 143606885 false X www.baptistjax.com X 1983 FL Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. 14 9 0 0 0 0 0 74359 0 140469418 341927 289868 4266204 2773240 4608131 143606885 0 15326118 0 0 0 88439548 0 0 0 28019602 79136169 28019602 182901835 -23411471 -39294950 138643303 167469703 74225314 70152450 64417989 97317253 Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. false false 102045061 15326118 142567936 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. 102045061 true false false true false false false false false false true false true true true true false true false false false false false false false false false true false true false false false false false false true false false false false false true true true false false false true 4 0 true 0 false false false false false false X 14 9 false false true false true true true true true false false true true true true true true true true false X X Scott Finnegan 9042023270 841 Prudential Dr Aetna Bld 1602 Jacksonville FL 32207 Robert E Hill Jr Chairman/Director 2.00 2.00 X X 0 0 0 Joe Louis Barrow Jr Vice Chairman & Director 2.00 0 X X 0 0 0 A Hugh Greene President/CEO & Director 0.00 40.00 X X 0 1160353 421516 M C Harden III Secretary Treasurer & Director 1.00 1.00 X X 0 0 0 John K Anderson Jr Director 1.00 1.00 X 0 0 0 Pam Chally RNPhD Director 1.00 1.00 X 0 0 0 Michael Erhard MD Director 2.00 0 X 0 0 0 Mark Frisch Director 2.00 0 X 0 0 0 Michael Grebe Director 1.00 1.00 X 0 0 0 Timothy Groover MD Director 2.00 0 X 0 0 0 Charles E Hughes Jr Director 1.00 1.00 X 0 0 0 Frank R Martire Director 2.00 0 X 0 0 0 Richard L Sisisky Director 1.00 1.00 X 0 0 0 Carol C Thompson Director 1.00 1.00 X 0 0 0 James M Townsend Director 1.00 1.00 X 0 0 0 John F Wilbanks Executive VP/COO 0.00 40.00 X 0 676570 246365 Harvey Granger SVP/General Counsel/Asst Secretary/Asst Treasurer 0.00 40.00 X 0 493091 214704 Scott Wooten SVP/CFO 0.00 40.00 X 0 691668 51644 Keith L Stein MD SVP/Chief Medical Officer 0.00 40.00 X 0 595142 112134 Roland A Garcia SVP/CIO 40.00 40.00 X 0 456651 95017 Edward H Sim SVP 0.00 40.00 X 0 388904 91896 Diane Raines SVP & Chief Nursing Officer 0.00 40.00 X 0 375593 93741 Michael Lukaszewski SVP/CFO 0.00 40.00 X 0 154873 9222 0 4992845 1336239 0 true true false 0 X 74359 74359 Administrative and support services to health system 561000 140396606 140396606 Wellness program/CPR training 621990 72812 72812 0 0 0 0 140469418 289868 289868 0 0 0 0 Earnings equity method-investee in PHA 561499 1292587 1292587 Record duplication revenuesarnings equity method-investee in PHA 561439 793014 793014 Seminar revenues 611710 12917 12917 674722 0 0 674722 2773240 143606885 142567936 0 964590 15326118 15326118 60444599 30222300 30222299 9946668 4973334 4973334 13967280 6983640 6983640 4081001 2040501 2040500 14382586 7191293 7191293 232395 116198 116197 0 0 0 63117 63117 5925277 5925277 0 0 5158665 2579333 2579332 4692852 2346426 2346426 17791107 8895554 8895553 3231261 1615631 1615630 591875 295938 295937 873790 436895 436895 1394622 697311 697311 204229 102115 102114 Equity in losses of subsidiaries 23943034 11971517 11971517 Other admin. & general expenses 651359 325680 325679 0 0 0 0 182901835 102045061 80856774 0 90006073 52612812 2850435 0 0 0 8154163 25141786 1036161 0 24105625 0 44380032 62467718 4257198 17278950 138643303 167469703 9401323 13194943 0 64823991 56957507 74225314 70152450 64417989 97241612 0 75641 0 0 64417989 97317253 138643303 167469703 X -39294950 -861432 73055646 X false true X true false X X 4 SOUTHERN BAPTIST HOSPITAL OF FLA INC 590747311 3 true 0 0 BAPTIST MEDICAL CENTER OF THE BEACHES INC 592980620 3 true 0 0 BAPTIST MEDICAL CENTER OF NASSAU INC 593234721 3 true 0 0 BAPTIST HEALTH SYSTEM FOUNDATION INC 592487135 7 true 15250121 0 4 15250121 0 true false false false false false false false false false false false false false false true Schedule A, Part I, Line 11g (vi) Amount of other support 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. false false false false false false true 63117 false false 63117 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 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. 960039 36820 923219 1552506 121805 1430701 10550691 876898 9673793 12078550 638 12077912 24105625 Long-term investment in PHS, Inc. 62467718 F 62467718 Cerner EMR & other internal software, net of amortization 8656272 Nationwide annuity inurance policy 0 Premier Healthcare Alliance stock valuation 3114536 Premier Vested Stock Incentive Valuation 5025509 PeopleSoft software, net of amortization 482633 17278950 0 Nationwide annuity insurance policy 0 Advances from affiliated organizations, net 56957507 56957507 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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. true Baptist Health System Foundation Inc 841 Prudential Dr Aetna Bld 13th floor Jacksonville FL 32207 592487135 501(c)(3) 15250121 Contribution to matching endowment program to fundraising affiliate of the filing organization. 1 0 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. X X X X false true false false false false false false false Michael Lukaszewski SVP/CFO 0 149104 0 0 0 5769 0 2623 0 6599 0 164095 0 0 A Hugh Greene President/CEO & Director 0 805353 0 325000 0 30000 0 405541 0 15975 0 1581869 0 0 John F Wilbanks Executive VP/COO 0 490122 0 171448 0 15000 0 233776 0 12589 0 922935 0 0 Harvey Granger SVP/General Counsel/Asst Secretary/Asst Treasurer 0 366851 0 111240 0 15000 0 194698 0 20006 0 707795 0 0 Scott Wooten SVP/CFO 0 531426 0 145819 0 14423 0 42117 0 9527 0 743312 0 0 Keith L Stein MD SVP/Chief Medical Officer 0 456488 0 126654 0 12000 0 92684 0 19450 0 707276 0 0 Roland A Garcia SVP/CIO 0 342116 0 104535 0 10000 0 83153 0 11864 0 551668 0 0 Edward H Sim SVP 0 303154 0 75750 0 10000 0 74048 0 17848 0 480800 0 0 Diane Raines SVP & Chief Nursing Officer 0 290828 0 74765 0 10000 0 74232 0 19509 0 469334 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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. Stein Danielle Family member of a current officer of the filing organization 96854 Employed by filing organization false 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; Baptist Physician Partners LLC 841 Prudential Dr Ste 1601 Jacksonville FL 32207 611734528 Provide medical and healthcare services to the community. FL 0 1202000 The sole authorized member of the organization is Baptist Health System Inc 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 Ste 1450 Jacksonville FL 32207 471322041 Regional affiliation of BHS with 2 other 501(c)(3) healthcare systems FL 501(c)(3 Type I na false 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 true 0 true 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 Ste 1802 Jacksonville FL 32207 473954500 Purchase health information technology products and services for its members. FL na C Corporation 0 0 false false true false false false false false false false false true false true true true true true true true