2015-11-09T21:03:50-06:00 2014-12-31 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BLVD SUITE 1000 ATLANTA GA 30308 990 2014-01-01 590594631 South Florida Baptist Hospital Inc % John Gantner SOUT 8137571245 301 North Alexander Street Plant City FL 33566 CARL TREMONTI CFO 2015-11-06 KATHY PITTS P00292940 4048748300 2014 2016-03-07 17:11:31Z 121513707 false X www.baycare.org/sfbh X 1945 FL SOUTH FLORIDA BAPTIST HOSPITAL, INC. WILL IMPROVE THE HEALTH OF ALL WE IMPROVE THE HEALTH OF ALL WE SERVE THROUGH COMMUNITY-OWNED HEALTH CARE SERVICES THAT SET THE STANDARD FOR HIGH-QUALITY,COMPASSIONATE CARE. 22 20 866 206 6281 4653 563135 742878 104100680 118898960 2374872 1264558 551974 575119 107590661 121481515 44500 44500 0 0 41029545 43035715 0 0 0 51324296 61796070 92398341 104876285 15192320 16605230 127639859 143225736 8875997 12164616 118763862 131061120 SOUTH FLORIDA BAPTIST HOSPITAL, INC. WILL IMPROVE THE HEALTH OF ALL WE SERVE THROUGH COMMUNITY-OWNED HEALTH CARE SERVICES THAT SET THE STANDARD FOR HIGH-QUALITY, COMPASSIONATE CARE. false false 89778894 44500 118902026 SOUTH FLORIDA BAPTIST HOSPITAL, INC. (SFBH) IS A FULL-SERVICE 147-BED COMMUNITY HOSPITAL. DURING 2014, SFBH PROVIDED INPATIENT CARE TO 6,283 PATIENTS, TREATED 36,233 PATIENTS IN THE EMERGENCY DEPARTMENT, AND DELIVERED 588 BABIES. THROUGH EFFORTS OF THE MEDICAL ASSISTANCE PROGRAM AND THE HOSPITAL'S CHARITY CARE PROGRAM, SFBH SAW A NET COMMUNITY BENEFIT EXPENSE TOTALING MORE THAN $13 MILLION. THE HOSPITAL ALSO PROVIDED OTHER COMMUNITY SERVICES TOTALING MORE THAN $272 THOUSAND. SOME OF THE PROGRAMS INCLUDED RELAY FOR LIFE, FAITH COMMUNITY NURSING, AND SAN JOSE MISSION. REFER TO SCHEDULE H FOR ADDITIONAL INFORMATION. 89778894 true true false true false false false false false false true false true true true false false true false false false false false false true false true true true false true false false false false false false false false false false false false false true true true false false true 119 0 true 866 true false false false false false false false false false false X 22 20 true false false false true true true true true false false true true true true true true false false true true X John Gantner 7278208005 2985 Drew Street Clearwater FL 33759 LEE KIRKMAN TRUSTEE/CMO BAYCARE MED GROUP 1.0 49.0 X 0 610178 39371 KEN ATWATAR TRUSTEE 1.0 2.0 X 0 0 0 ROBERT BASKIN TRUSTEE 1.0 2.0 X 0 0 0 MICHAEL BOOHER TRUSTEE 1.0 2.0 X 0 0 0 ROBERTA BRUNNER TRUSTEE 1.0 2.0 X 0 0 0 JAYENDRA CHOKSI TRUSTEE 1.0 2.0 X 0 0 0 BO DAVIS TRUSTEE 1.0 2.0 X 0 0 0 COLEMAN DAVIS TRUSTEE 1.0 3.0 X 0 0 0 TRACY HALME TRUSTEE 1.0 2.0 X 0 0 0 JONATHAN JENNEWEIN TRUSTEE 1.0 2.0 X 0 0 0 DONNA JORDAN TRUSTEE 1.0 3.0 X 0 0 0 FAISAL KHAN TRUSTEE 1.0 3.0 X 0 0 0 ANDRE KIRWAN TRUSTEE 1.0 2.0 X 0 0 0 JUDITH LISI TRUSTEE 1.0 2.0 X 0 0 0 GENE MARSHALL TRUSTEE 1.0 3.0 X 0 0 0 CAROLYN MCMULLEN TRUSTEE/SECRETARY/TREASURER 1.0 2.0 X X 0 0 0 DOMENICK REINA TRUSTEE 1.0 2.0 X 0 0 0 BRUCE RODWELL TRUSTEE 1.0 4.0 X 0 0 0 ELAINE SHIMBERG TRUSTEE 1.0 2.0 X 0 0 0 GLADYS SHARKEY TRUSTEE 1.0 4.0 X 0 0 0 GLENN WATERS EX-OFFICIO TRUSTEE/PRES/EVP 1.0 59.0 X X 0 1100633 152126 RICK COLON TRUSTEE/VICE CHAIRMAN 1.0 3.0 X X 0 0 0 ERIC OBECK TRUSTEE/CHAIRMAN 1.0 3.0 X X 0 0 0 CARL TREMONTI CFO, BAYCARE HOSP DIVISION 1.0 57.0 X 0 504568 25717 KAREN KERR PRESIDENT - SFB 45.0 1.0 X 0 234303 28242 JACQUES VASCONCELLOS DIR, OPERATIONS - SFB 45.0 0.0 X 173915 0 21859 TERESA COLLETTI DIR, PATIENT SVCS - SFB 45.0 0.0 X 133227 0 24878 DARLENE SMITH CLINICAL NURSE III 45.0 0.0 X 164623 0 18546 MERCY NINAN MANAGER PHARMACY 45.0 0.0 X 159153 0 32425 ROBERT KAUFFMAN CLINICAL PHARMACIST 45.0 0.0 X 145670 0 29354 SEAN USTIC PHARMACY CLINICAL COORDINATOR 45.0 0.0 X 132352 0 14974 DONNA WASHBURN MANAGER NURSE 45.0 X 120498 0 22912 STEPHEN NIERMAN FORMER PRESIDENT - SFB 0.0 45.0 X 0 446230 65035 CATHY YODER FORMER TREASURER 0.0 47.0 X 0 602110 38566 1029438 3498022 514005 36 true true false Charles Perry Partners Inc 8200 NW 15th Place GAINESVILLE FL 32606 professional svcs 2245479 J O Delotto and Sons Inc 924 E Busch Blvd TAMPA FL 33612 construction svcs 1102673 Bay Linen Inc 11525 47th Street N CLEARWATER FL 33762 Laundry services 604318 Lockwood Steely MDs PA 301 N Alexander St PLANT CITY FL 33566 Anesthesiology svcs 565460 Orthopaedic Medical Group of Tampa 615 Vonderburg Dr BRANDON FL 33511 medical services 293900 22 0 742878 0 0 742878 Hospital patient care 621990 64484882 64484882 0 0 MEDICARE/MEDICAID PAYMENTS 621990 54414078 54414078 0 0 118898960 1261083 6281 1254802 0 0 28637 28637 0 28637 28637 3475 3475 3475 3475 37178 32192 4986 4986 0 0 CAFETERIA 523000 538430 0 0 538420 COMMUNITY AFFAIRS 900099 3066 3066 0 0 541496 121481515 118902026 6281 1830320 44500 44500 0 0 0 0 0 0 353879 353879 0 0 0 0 0 36071833 35899607 172226 0 1176157 1170541 5616 0 2784131 2770838 13293 0 2649715 2618417 31298 0 0 0 0 0 10951 0 10951 0 125 0 125 0 3015 3015 0 0 0 0 0 0 0 0 5200642 4924982 275660 331312 314905 16407 0 1647030 705317 941713 0 171645 68854 102791 0 0 0 0 0 1776580 1769509 7071 0 78884 19015 59869 0 0 0 0 0 0 0 0 0 968834 968834 0 0 0 0 0 0 4362811 4346624 16187 0 2602646 2177296 425350 0 Medical Supplies 15702293 15701166 1127 0 Bad Debt Expense 11927890 11927890 0 0 Management Fees 12440890 0 12440890 0 Assessments 1210091 1210091 0 0 3360431 3137493 222938 104876285 89778894 15097391 0 0 2072 1150 0 0 0 0 10803390 15375668 0 0 0 0 72971 65471 2295258 2857090 493986 564525 103535080 62946761 38026376 40588319 0 0 0 0 6453636 7185602 0 0 69492170 76587911 127639859 143225736 5059545 7406209 0 0 169406 0 0 0 0 0 0 0 0 0 0 0 3647046 4758407 8875997 12164616 X 115823117 128110416 2940745 2950704 0 0 118763862 131061120 127639859 143225736 X 16605230 -4307972 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 0 false 0 false 0 false 0 false 0 false 0 true 3015 3015 false false SUPPLEMENTAL INFORMATION PART II-B, LINE 1I Dues were paid to the Florida Hospital Association, this association uses a portion of its dues to conduct lobbying activities. 2754751 2754751 61959350 34234874 27724476 59922 59922 34770641 28651965 6118676 3990416 3990416 40588319 Investment in BPP 114351 F INTEREST IN FDN NET ASSETS 7071251 C 7185602 Prepaid Physician Recruitment 188567 Due From Affiliates 76329351 76517918 0 Est Third Party Settlement 4639611 Other Liabities 118796 4758407 121606061 121606061 -124546 -124546 121481515 104858222 104858222 18063 18063 104876285 SCHEDULE D SUPPLEMENTAL INFORMATION SCHEDULE D, PART XI, LINE 4B REVENUES NETTED WITH EXPENSES $18,065 CONTRIBUTIONS IN NET ASSETS $742,878 CHANGE IN NET ASSETS OF FOUNDATION ($885,489) TOTAL ($124,546) SCHEDULE D, PART XII, LINE 4B REVENUES NETTED WITH EXPENSES $18,065 ROUNDING ($2) TOTAL $18,063 Golf Tournament 21426 21426 3099 1667 18660 0 21426 21426 3099 1667 18660 23426 -2000 true true X true X 250. false true true true false true true 1 6940 5413367 5413367 0.05820 1 16555 19223959 12852221 6371738 0.06860 1 2188 2662091 1476020 1186071 0.01280 3 25683 27299417 14328241 12971176 0.13960 19 4516 86050 730 85320 0.00090 9 131 167511 167511 0.00180 10 1240 18589 18589 0.00020 38 5887 272150 730 271420 0.00290 41 31570 27571567 14328971 13242596 0.14250 1 8701 8701 0.00000 1 10000 4554 4554 0.00000 2 10000 13255 13255 0.00000 true 11927890 2481660 19790425 19767687 22738 X true true 1 1 South Florida Baptist Hospital Inc 301 N Alexander Street Plant City FL 33566 www.baycare.org/sfbh 4056 X X X South Florida Baptist Hospital Inc 1 false false true X X X X X X X X 13 true true false true X See Part V Section C true 13 true See Part V Section C false false true X 250. 0. X X X X X true true X X X X true X X X X X X X X X X true X false X X X X X true X false false PART V SEC B LINE 5 Qualitative data was gathered during individual interviews with a total of 11 stakeholders of South Florida Baptist Hospital service area. These stakeholders were identified by a CHNA oversight committee including Hospital leadership and collaborating areas of other Hospital Facilities in BayCare Health System. Each stakeholder was interviewed by Tripp Umbach, a consulting firm representing the Hospitals, and lasted approximately 60 minutes. All respondents were asked the same set of questions (questions and responses can be found in the CHNA Report starting on Page 51) previously developed by Tripp Umbach and reviewed by the individual Hospitals facility leadership. 1. CEO of the Suncoast Community Health Center 2. Chief of Emergency Medical Services for Plant City 3. Coordinator of San Jose Mission, Catholic Charities Medical Mobile Services 4. Dean and Professor at University of South Florida College of Public Health 5. Director of the Hillsborough County Health Department 6. Executive Director of the YMCA of Plant City 7. Medical Director of an Emergency Department 8. Physician, with the HealthPoint Medical Group 9. Project Manager of the One Bay Healthy Communities 10. Regional Center Manager for Plant City Neighborhood Service Center 11. VP of Behavioral Health Department of BayCare Health System In addition to the specific Stakeholder's identified, South Florida Baptist Hospital gathered qualitative data from residents of the their community by conducting facilitated focus groups. The participants were able to provide direct input related to top community needs of themselves, their families, and communities. The goal of the focus group process is that each participant feels comfortable and speaks openly so that they contribute to the discussion. It was explained to participants that there are no wrong answers, just different experiences and points of view. This process ensures that each participant shares their experiences from their point of view, even if it is different from what others have said. Specifically, focus group participants were asked to identify and discuss what they perceived to be the top health issues and/or concerns in their communities. Focus group input is subject to the limitations of the identified target populations (i.e., vocabulary, perspective, knowledge, etc.), and therefore, is not factual and inherently subjective in nature. The focus group audience participants were: 1. Residents for whom English is a second language 2. Undocumented and/or migrant working residents 3. Obstetric professionals serving families that are at risk of poor birth outcomes Part V Sec B Lines 6a CHNA was conducted with the following hospital facilities 1. Mease Countryside Hospital 2. Mease Dunedin Hospital 3. Morton Plant Hospital 4. Morton Plant North Bay Hospital 5. Morton Plant North Bay Recovery Center 6. St. Josephs Hospital Main (including Women's & Children's) 7. St. Josephs Hospital North 8. St. Josephs Behavioral Health Center 9. BayCare Alliant Hospital Part V Sec B Line 7a https://baycare.org/sfbh/about-us/community-health-needs Part V Sec B Line 10a https://baycare.org/sfbh/about-us/community-health-needs Part V Sec B Line 11 Based on its most recent Community Health Needs Assessment, South Florida Baptist Hospital is committed to addressing the following significant community needs: 1) Improving access to affordable healthcare 2) Decreasing the prevalence of clinical health issues 3) Improving healthy behavior and environments Specific areas of focus in 2014 include: 1) Improving access to and coordination of mental health services through the Family and Patient Preservation Program (working at home with families at-risk) and through substance abuse community alliances. 2) Advocating for Medicaid expansion and collaborating with community partners to provide services specifically to uninsured residents and migrant workers. Caseworkers and ER specialists are available on-site and by phone to assist those in need in connecting to available services in the marketplace. 3) Continuing to implement the Medical Home Model through prevention and disease management services for various conditions with focused efforts in 2014 to address pulmonary conditions, diabetes management and weight management (through BayCare Medical Group). 4) Enhancing cancer prevention and treatment initiatives through the launch of a lung cancer screening program; additional smoking cessation class offerings and through the launch of the Cancer Orientation program for newly diagnosed patients (offered in both English and Spanish). 5) Evaluating and aligning services to improve health outcomes for diabetic patients including a BayCare-wide initiative in 2014 to implement a Diabetic Ketoacidosis protocol. 6) Improving care coordination and supporting initiatives to reduce readmissions including providing discharge planning and follow-up coordination in the community through chaplains and Faith Community Nurses (FCN). Medication assistance continues to be provided to those in need at all SFBH facilities. In 2014 SFBH continued to participate in the WCFAAA Collaborative and a Community-Based Care Transitions Program to reduce re-hospitalizations. The ED case management model was launched in Q2, 2014 to link patients with community resources to reduce reliance on the ED for care. 7) Facilitating access to transportation services for those in need specifically by providing ambulance, security and shuttle service transportation on campus and between facilities as well as bus and cab vouchers to SFBH patients unable to afford public transportation. Part V Section B Line 13b Patients may be eligible for financial assistance on the portion of hospital bills exceeding 25% of annual income. Part V, Section B, Line 16 Line 16a https://baycare.org/about-us/financial-assistance/financial-assistance-pol icy Line 16b https://baycare.org/about-us/financial-assistance Line 16c https://baycare.org/about-us/financial-assistance Part V, Section B, Line 18d Lien action related to collections is limited to patients involving auto liability insurance. Part V Sec B Line 20e Every patient bill includes a plain language summary of the financial assistance policy. Part V Sec B Line 22d Patients who are uninsured or underinsured and cannot pay for hospital services are eligible for charity consideration. These patients are screened by designated team members in our Financial Assistance Department. The Agency for Health Care Administration (AHCA) defines charity eligibility at 200 percent of the federal poverty guidelines, unless the total hospital bill is more than 25 percent of the patient's annual income. Medicaid recipients who have exceeded their coverage limits are also considered for charity care. South Florida Baptist Hospital, Inc goes above and beyond the AHCA requirements by providing additional "hardship" charity for patients who are at 250 percent of the federal poverty guidelines. Once a patient is identified as eligible for financial assistance his/her account balance is written off 100% to charity write-offs and are no longer billed for services provided. Part I Line 3c Patients who are uninsured or underinsured and cannot pay for hospital services are eligible for charity consideration. These patients are screened by designated team members in our Financial Assistance Department. The Agency for Health Care Administration (AHCA) defines charity eligibility at 200 percent of the federal poverty guidelines, unless the total hospital bill is more than 25 percent of the patient's annual income. Medicaid recipients who have exceeded their coverage limits are also considered for charity care. South Florida Baptist Hospital, Inc goes above and beyond the AHCA requirements by providing additional "hardship" charity for patients who are at 250 percent of the federal poverty guidelines. In addition, an uninsured discount of 40% is given to any patient who does not have insurance coverage or benefits. There is no income or asset test required for the uninsured discount. Patients receive an additional 10% discount if the account is paid within 30 days. Part I Line 6a The Community Benefit Report is available to the public and was prepared by BayCare Health System Inc., a related organization. Part I Line 7 Financial assistance and means-tested government programs costs (lines A through D) are determined using our cost accounting system, which captures all inpatients and outpatients, including emergency room patients. The system also captures all patient pay types - private insurance, Medicare, Medicaid, uninsured and self pay. The costs have been offset by any payments received from Medicaid or any other uncompensated care program. Other benefits at cost (lines E through J, as well as amounts reported in Part II) were compiled by the community health department using the Catholic Health Association guide for planning and reporting community benefits. Part I Line 7 column f Bad Debt expense of $11,927,890 was included on form 990, Part IX, Line 25, Column (a), but subtracted for purposes of calculating the percentage in this column. Part II South Florida Baptist Hospital supports the health of its community through coalition building with the Plant City Kiwanis Club which provides support to the local elementary and high schools by providing over 2,000 children with supplies and backpacks. Part III Lines 2, 3, & 4 Lines 2 & 3 Bad debt expense is reported as total bad debt for the facility. The amount of bad debt expense attributable to patients eligible for financial assistance is calculated as a charge ratio, derived from data sampling. The resulting charge ratio is then applied to total bad debt accounts of the organization, which calculates the bad debt attributable to finance assistance. The state of Florida requires the patient to provide certain documentation in order to qualify for financial assistance. In cases where the patient has not responded to hospital requests or billing statement alerts, those accounts are processed as bad debt, if unpaid. Line 4 The organization's financial statements include a footnote that describes bad debt expense on page 9 of the South Florida Baptist Hospital, Inc. and Subsidiary Notes to Consolidated Financial Statements. Part III Line 8 Cost reports were used to report Medicare allowable costs. Medicare defines allowable costs as those appropriate and helpful in developing and maintaining the operation of patient care facilities and activities. It specifically excludes certain costs that are not directly related to patient care. The hospital incurs additional expense related to the provision of care to Medicare patients that Medicare has deemed non-allowable. This additional expense includes costs of physician services (emergency on-call fees, hospitalist program, recruitment, etc.), advertising costs, cafeteria costs for meals sold to visitors, etc. The hospital attempts to collect coinsurance and deductibles from Medicare beneficiaries. To the extent collection efforts are unsuccessful, Medicare reimburses the hospital at 70% of unpaid amounts. The following table reconciles the surplus or shortfall from Line 7 to the actual surplus or shortfall. The additional costs were allocated to Medicare based upon Medicare's percentage of total allowable costs. The unpaid coinsurance/deductibles were estimated using historical collection results. Any shortfall amounts have not been treated as community benefit. Line 7 Surplus or (Shortfall) $22,738 Additional non-allowable costs and unpaid/non-reimbursed coinsurance/deductibles ($2,380,690) Total Surplus or (Shortfall) ($2,357,952) Part III Line 9b Patients who are unable to pay are encouraged by BayCare Health System representatives, via personal interviews, signage, on patient billing statements, brochures or Customer Service phone calls, to submit financial information to the Financial Assistance Department to determine eligibility for programs, such as County, Medicaid, Disability, Victims of Crime, Charity, etc. For those patients who provide all the necessary documentation and qualify for charity according to the Financial Assistance policy, (defined in Part I, line 3c), patients' account balance would be written off completely to charity and not billed to the patients. Part VI Line 2 - Needs Assessment South Florida Baptist Hospital, Inc. is committed to meeting the needs of the community it serves. Our quality philosophy is modeled around understanding our customers' needs in the communities it serves. South Florida Baptist Hospital, Inc addresses community health status assessments by accessing existing third party databases profiling health status information for geographies it serves. The assessments provide a profile of health status indicators in comparison to state averages and, if available, national benchmarks. In addition South Florida Baptist Hospital, Inc conducts physician community need studies that outline physician deficits by specialty for the geographic area served. Studies are also conducted to identify gaps in geographic access to services such as primary care, outpatient services and inpatient services. All of the above processes occur on an ongoing basis to assist South Florida Baptist Hospital, Inc in developing initiatives and programs/services to address identified health care needs in the communities it serves. Part VI Line 3 - Patient Education of Eligibility for Assistance South Florida Baptist Hospital, Inc Financial Assistance team members are dedicated to assisting patients in obtaining assistance through federal, state and local government programs or through the South Florida Baptist Hospital, Inc financial assistance policy. Signage and brochures are available, as well as team members whose full responsibility is to assist patients in the emergency room and on inpatient units. The Financial Assistance team interviews patients for all available programs, assists the patients in completing applications to government agencies and for hospital charity care, advises patients regarding available community resources for health care, reviews and approves patient requests for charity care, and provides education and support to the patient throughout the assistance process. In addition to the aforementioned comprehensive process, South Florida Baptist Hospital, Inc also informs and educates patients who may be billed for patient care, but may be eligible for charity or other programs, via patient billing statements and customer service representative calls. The goal in using these various means is to effectively communicate with the entire patient population so they are informed and educated about their eligibility for assistance. Part VI Line 4 - Community Information South Florida Baptist Hospital, Inc. is in a rural setting serving parts of Hillsborough and Polk counties. The average income falls below the state average and the national average. The population served is predominantly Caucasian and high-school or higher educated. Hispanics are the second largest ethnic group representing 20.2% of the population. 13.2% of households have annual household income below $15,000 per year. South Florida Baptist Hospital is part of BayCare Health System that serves west central Florida. The area served by South Florida Baptist has 3 hospitals. There are 3 federally designated medically underserved areas in South Florida Baptist's service area. With the over 65 population expected to grow 20.9% in the next five years, the health care needs of our service area are expanding and changing. The population served by South Florida Baptist Hospital is expected to grow 6.4% in the next 5 years. This is almost twice the expected growth rate for the United States. The fastest growing population segment is age 55+ with a growth rate of 16%. Based on Florida inpatient discharge data for the period of 10/01/13-09/30/14, the payor mix for the geographic area consists of 44.2% Medicare/Medicare HMO, 20.8% Medicaid/Medicaid HMO, 22.2% Commercial Insurance, 6.5% Self-pay, and 8.3% Other. Part VI Line 5 - Promotion of Community Health South Florida Baptist Hospital, Inc. was founded in 1954 as a result of a partnership between many generous, civic-minded citizens of Plant City and the dedicated financial support of the Florida Baptist Church Convention. During its inception, the entire Plant City community rallied behind the idea of building the city's first hospital in the post WWII years. Today, South Florida Baptist Hospital is a full-service 147-bed community hospital that offers high-tech services of a larger acute care hospital, but in a small, warm and friendly environment designed for personal attention and compassionate care. South Florida Baptist Hospital provides the surrounding Plant City community with services that include surgery, diagnostics, rehabilitation, acute and intensive care, pediatric care, obstetrics, interventional heart and vascular services, and emergency care. While much has changed during the past 60 years, our commitment to improve the health of our community through accessible, compassionate and family-focused health care services remains. Community Outreach & Partnerships Through education and a focus on prevention and early detection, we are building a healthier community while reducing suffering and total health care costs. South Florida Baptist Hospital participated in more than 100 community health improvement events in 2014, which includes health screenings, physician lectures, support groups, health fairs and mobile clinics. More than $79,000 was spent to support the goal of fostering and implementing community relationships and partnerships to improve the health status of the community. To extend its reach, South Florida Baptist Hospital collaborates with several community partners. By sharing resources, we are able to find less expensive ways to make an even greater health impact without duplicating our efforts. Located in Dover, the San Jose Mission provides housing, childcare, food, clothing and assistance to the migrant farm worker community of Eastern Hillsborough County. Included in the resources at San Jose Mission is the full-time service of a Faith Community Nurse who is sponsored by South Florida Baptist Hospital. This nurse implements strategies to meet the physical, emotional, spiritual and social needs of the primarily Spanish-speaking population while collaborating with other organizations at the Mission, including Hillsborough Community College, Hillsborough County School System, Redland Christian Migrant Association, St. Vincent de Paul Society, University of South Florida and local radio station WEDU. The Faith Community Nursing program, sponsored by South Florida Baptist Hospital, was established to provide health and wellness information to members of local congregations of all denominations. The goal is to assist congregations in developing health ministries that compassionately and effectively address the emotional, physical and spiritual needs of individuals within the congregation and the people they reach out to in their communities. The hospital provides the infrastructure for the Faith Community Nurse Program and assists the faith community by providing recruitment, training, continuing nurse education and health screenings. In 2014, volunteer nurses worked with congregations in the Plant City, Brandon, Lithia, Zephyrhills and Lakeland areas. Through home and hospital visits, parish nurse office visits or other encounters at the church, educational programs, health fairs and other forms of correspondence, Faith Community Nurses directly touched the lives of more than 5,000 people. In total, more than 4,000 hours were served by South Florida Baptist Hospital. South Florida Baptist Hospital's Community Health team develops community partnerships with area agencies, creating collaborative efforts that bring health services directly into area neighborhoods. As a result, Community Health was able to promote better health to 4,516 people in 2014. More than 50 percent of the events are outreach activities offered outside the hospital on the Wellness on Wheels mobile health unit. The 37-foot Winnebago is equipped to provide health screenings, immunizations, physical exams and education. The unit was purchased through community fundraising. Annually, the RICOH Children's Classic Golf Tournament is held to support children's health services provided on the Wellness on Wheels bus. Health Education provided by Community Health in 2014 included CPR and AED certifications, Germ-Busters (hand hygiene program) and safety education games for children. Screenings include: Cholesterol, blood sugar and blood pressure, body mass index, osteoporosis and skin cancer. Community Health also provided diabetes education for adults and children, and nutrition education for children. Through a partnership with Hillsborough County Schools, Community Health helped facilitate more than 2,400 elementary and middle school vision, scoliosis and height and weight screenings on school aged children. South Florida Baptist Hospital participates in activities surrounding the community's largest event, the Plant City Strawberry Festival. Hospital team members often volunteer in various functions during the event, and the South Florida Baptist Hospital Wellness on Wheels health unit participates in both the Strawberry Festival Grand Parade and the Youth Parade. These two events kick off the festival celebrations and are heavily attended by Plant City residents. South Florida Baptist Hospital also actively supports the Plant City Chamber of Commerce, which promotes the commercial, industrial, agricultural, and civic interests of Greater Plant City and East Hillsborough County. As a not-for-profit hospital, South Florida Baptist Hospital provides many services to the community at no charge or at a reduced charge. For example, Ladies Night Out is a creative seminar series featuring different health topics for women of all ages presented by SFBH professionals and physicians. Participants enjoy a night out with friends, have a light dinner and learn about health-related topics from our experts. Topics in 2014 included Heart Health for Her, Stroke Awareness, Asthma and Allergy Solutions and Healthy Holiday Eating. Medical Care South Florida Baptist Hospital is committed to investing in highly qualified people, new technology and modern facilities that promote healing. We extend medical staff privileges to all qualified physicians in our community. In 2013, the hospital added an additional neurologist to its staff to better meet the community's need. In addition, telemetry capacity was added to two units and telepsychiatry was added for the evaluation of Baker Act patients who needed mental health evaluation. South Florida Baptist Hospital works with Florida KidCare Insurance Outreach, Healthy Families Hillsborough, Family Support and Resource Centers and other organizations to help families find appropriate health care coverage. Community Needs Diabetes Management Every day, more than 4,000 people in the U.S. are diagnosed with diabetes. With nearly 26 million children and adults afflicted with the disease in the U.S., and an additional 79 million at risk for type 2 diabetes, diabetes has reached epidemic proportions. Understanding how to manage this complex disease begins with education. To meet the community's need for diabetes education, South Florida Baptist Hospital offers The Journey for Control, a series of diabetes classes that teaches participants to build an action plan to make changes in their lifestyle choices and behaviors. The course consists of a series of four classes. Content is geared toward adults who are diabetic, pre-diabetic or are a caregiver for a diabetic. Journey for Control Diabetes is led by South Florida Baptist Health dieticians. In 2014 the class was offered six times and has benefitted 54 participants. Food and Nutrition Registered dietitians provide community education and counseling on a wide range of health-related topics. Free meal tickets also are provided for members of the Auxiliary. In addition, food donations are made to the Meals on Wheels program of Plant City as well as Plant City Church of God. The hospital also provides monetary and food support and flu vaccines to the Plant City Food Bank. Emergency Care South Florida Baptist Hospital's Emergency Center is the largest and most technologically advanced in eastern Hillsborough County, with an outstanding team of board-certified emergency medicine physicians, nurses and paramedics providing care to more than 36,920 children and adults every year. South Florida Baptist Hospital provides care for every patient in the Emergency Center, regardless of their ability to pay. Professional Education and Training SFBH partnered with University of South Florida, University of Florida, Florida A & M University, Hillsborough Community College, St. Pete College, Polk State College, Erwin Technical College, LECOM University, Leary Technical, South University, Fl Part VI Line 6 - Affiliated Health Care System South Florida Baptist Hospital, Inc. is part of BayCare, a leading, not-for-profit health care system that connects individuals and families to a wide range of services at 13 hospitals and hundreds of other convenient locations throughout the Tampa Bay and central Florida regions. Inpatient and outpatient services include acute care, primary care, imaging, laboratory, behavioral health, home care and wellness. BayCare's Mission is to improve the health of all we serve through community-owned, health care services that set the standard for high-quality, compassionate care. On the web: http://www.baycare.org In 2014, BayCare hospitals provided 144,475 discharges and 544,678 emergency room visits. BayCare's network also includes 3,419 licensed beds, an expanding physician network, a comprehensive home health agency, three wellness centers, four ambulatory surgery centers, seven urgent care centers, 13 outpatient imaging facilities, outreach laboratories, retail pharmacies, and two stand-alone, behavioral health centers. BayCare has been developing an overall strategy to address the community's growing needs around post acute and ambulatory services. With a continued focus on establishing the foundation for population health management, BayCare strives to improve the area's access to affordable, high-quality health care. Creating the infrastructure to manage risk and population health is a multi-year initiative that encompasses aligning physicians, acquiring insurance competencies, developing information systems, and expanding care management capabilities. In this regard, BayCare has continued to expand its physician practices to 154 access points with 411 employed physicians. In 2014, its clinically integrated network, BayCare Physician Partners, grew to 943 specialists, 388 primary care physicians and 157,000 covered lives. BayCare also created a new organization, BayCare Physician Partners ACO, LLC, and applied to participate in the Medicare Shared Savings Program. BayCare will further mature its population health initiatives by working with the Centers for Medicare and Medicaid, and managing Medicare beneficiaries in the market. BayCare was founded in 1997 when several of the area's not-for-profit hospitals came together, united by the common Mission to improve the health of all they served. As an integrated health system, BayCare's hospital members believed they could reduce costs by consolidating administrative functions and services, and improve quality by sharing best practices. BayCare is currently one of the largest employers in the region with 23,600 employees and one of the few health systems in the nation with a top-decile, AA2 credit rating. BayCare's hospitals are Mease Countryside, Mease Dunedin, Morton Plant, Morton Plant North Bay, St. Anthony's, South Florida Baptist, St. Joseph's, St. Joseph's Women's, St. Joseph's Children's, St. Joseph's Hospital-North, St. Joseph's Hospital-South, Winter Haven Hospital and Winter Haven Women's. Today, BayCare's financial stability and centralization of shared services in Finance, Business Office, Information Technology, Human Resources, Performance Improvement, Clinical Outcomes, Materials Management, and Marketing/Communications strengthen each hospital's ability to serve the health needs of its local communities and continue providing traditional charity care and unbilled community services to uninsured and underinsured residents. BayCare also provides the organizational commitment and corporate infrastructure to help its hospitals and services continue striving to be among the highest quality organizations in the country, with a shared culture centered on continuous improvement and serving the needs of patients, regardless of their ability to pay. In 2014, BayCare provided $266.4 million in community benefit, which includes $117.3 million in traditional charity care, $139 million in Medicaid and other means-tested programs, and $10.1 million in unbilled community services. All of these are measured in unreimbursed cost. BayCare also continues to refocus its strategic vision around 4 Key Results: 1. Patient-Centered Experience - A relationship with patients that places them first in everything we do. 2. One Standard of Care - Reducing variation by adhering to standard processes which assure best practices. 3. Top-Decile Performance - Consistently performing in the top 10 percent of publicly reported quality and service measures. 4. Preservation of Financial Stability - Maintaining its AA credit rating and level of market relevance to secure future access to the capital necessary to advance health care quality and access. Part VI Line 7 - State Filing South Florida Baptist Hospital, Inc. operates in the State of Florida, which does not require its Community Benefit Report to be filed with the State Government. The Community Benefit Report is prepared and made available to the public. true South Florida Baptist Hospital Foundation 301 N Alexander St Plant City FL 33566 650598653 501(c)(3) 44500 0 General support 1 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS Schedule I, Part I, Line 2 The organization is committed to assisting non-profit organizations whose focus is to improve the health and wellness of the communities we serve. Each cash donation request is reviewed by the senior management team to determine whether the organization is one we want to donate to, based on the organization's mission, non-profit status and usage of funds. Once approved, we require proper documentation from the organization of their non-profit status and follow up to ensure the activity has occurred. false true false false false false false false false LEE KIRKMAN TRUSTEE/CMO BAYCARE MED GROUP 0 489554 0 107161 0 13463 0 22617 0 16754 0 649549 0 0 GLENN WATERS EX-OFFICIO TRUSTEE/PRES/EVP 0 769166 0 246271 0 85196 0 118321 0 33805 0 1252759 0 0 CARL TREMONTI CFO, BAYCARE HOSP DIVISION 0 343558 0 80851 0 80159 0 13923 0 11794 0 530285 0 0 KAREN KERR PRESIDENT - SFB 0 194567 0 21321 0 18415 0 10747 0 17495 0 262545 0 0 JACQUES VASCONCELLOS DIR, OPERATIONS - SFB 146753 0 16609 0 10553 0 5045 0 16814 0 195774 0 0 0 DARLENE SMITH CLINICAL NURSE III 138460 0 25346 0 817 0 3395 0 15151 0 183169 0 0 0 MERCY NINAN MANAGER PHARMACY 148115 0 10034 0 1004 0 7966 0 24459 0 191578 0 0 0 ROBERT KAUFFMAN CLINICAL PHARMACIST 136988 0 2650 0 6032 0 7409 0 21945 0 175024 0 0 0 TERESA COLLETTI DIR, PATIENT SVCS - SFB 116171 0 7069 0 9987 0 6240 0 18638 0 158105 0 0 0 CATHY YODER FORMER TREASURER 0 269183 0 70324 0 262603 0 20672 0 17894 0 640676 0 191371 STEPHEN NIERMAN FORMER PRESIDENT - SFB 0 297986 0 87645 0 60599 0 43643 0 21392 0 511265 0 0 SUPPLEMENTAL COMPENSATION INFORMATION Part I, Line 3 The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish the CEO's compensation of the filing organization. Part I, Line 4b Glenn Waters - Participated in a supplemental nonqualified deferred compensation plan. He had $70,489 in benefits vest in 2014. This amount is included in Part II (B)(iii) Other Compensation. He had $98,732 of nonvested benefits accrue during 2014. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $29,570 in 2014. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $58,771 in benefits vest in 2014. This amount is included in Part II (B)(iii) Other compensation. He had $923 of nonvested benefits accrue during 2014. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $24,655 in 2014. Stephen Nierman - Participated in a supplemental nonqualified deferred compensation plan. He had $30,269 in benefits vest in 2014. This amount is included in Part II (B)(iii) Other compensation. He had $23,461 of nonvested benefits accrue during 2014. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $12,698 in 2014. Cathy Yoder - Participated in a supplemental nonqualified deferred compensation plan. She became 100% vested in 2014. She had $252,334 in benefits vest in 2014. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $105,854 in 2014. Part VI Part VI, Line 2 - Description of Family or Business Relationship Lee Kirkman and Elaine Shimberg are Board members of the Organization, as well as Board members of a taxable entity, which is an affiliate of the filing organization. Carl Tremonti and Glenn Waters are officers of the filing organization as well as board members of a taxable entity affiliated with the filing organization. Part VI, Line 6 - Description of Classes of Members or Stockholders The members of South Florida Baptist Hospital, Inc. consist of twenty-one persons, who shall be members of Missionary Baptist Churches in Florida, affiliated with the Florida Baptist Convention and the Southern Baptist Convention. Part VI, Line 7a - Description of Classes of Persons and the Nature of Their Rights South Florida Baptist Hospital, Inc (SFBH) is a hospital participant in the Second Restated Joint Operating Agreement dated as of May 23, 2006 as amended (the "JOA"). Per the agreement, SFBH is organized into the St. Joseph's-Baptist Community Health Alliance and governed by its board. The governing board of the St. Joseph's Baptist Community Health Alliance will consist of twenty members, fifteen appointed by CHE Trinity Health and five appointed by South Florida. Part VI, Line 7b - Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights The taxpayer is a Participant, as defined in the Second Restated Joint Operating Agreement dated as of May 23, 2006, as amended (the "JOA"). Under the JOA, BayCare health System, Inc. is responsible for the operations of the Participants. The JOA Participants include the taxpayer and other hospitals and non-hospital organizations. Notice of the JOA was previously provided to the Internal Revenue Service by letter dated July 1, 1997. The following are rights granted to the Members of South Florida Baptist Hospital: Section 2. Member Reserved Rights. The business and affairs of the Corporation shall be managed by or under the direction of the Board of Directors of the Corporation except that the Member reserves to itself in its capacity as the corporate member of the Corporation the following two categories of actions: A. Class I Member Reserved Rights. 1. Addition, deletion or reconfiguration of services of the Corporation. 2. Establishment of overall capital and operating budgets and strategic plans applicable to the Corporation, including the use of the funds of the Corporation. 3. Exclusive authority to enter into managed care contracts on behalf of the Corporation. 4. Approval of contracts on behalf of the Corporation (but the Class I Member may establish policies from time to time providing that only specific types of contracts or contracts involving obligations in excess of specified levels need to be approved by the Class I Member). 5. Authority to establish fees and charges on behalf of the Corporation. 6. Determination of whether the Corporation should join any networks or alternative or integrated delivery systems. 7. Establishment of employment and other policies applicable to all personnel employed by the Corporation. 8. Approval of the philosophy, mission statement and purposes of the Corporation. 9. Approval of changes in the Articles of Incorporation or in the Bylaws of the Corporation. 10. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 11. Approval of the incurrence of indebtedness by the Corporation above certain limits established by the Class I Member. 12. Approval of the establishment of additional affiliates or subsidiaries of the Corporation. 13. Adoption of strategic plans or major changes in programs or services of the Corporation. 14. Approval of the purchase, sale, transfer, or other encumbrance of assets of the Corporation above specified levels established by the Class I Member. B. Class II Member Reserved Rights. 1. Approval of the philosophy, mission statement and purposes of the Corporation. 2. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 3. Approval of the closure of a hospital facility of the Corporation. 4. Change in the name of the hospital facility of the Corporation. 5. Approval of substantive changes in the Articles of Incorporation of the Corporation and these Amended and Restated Bylaws. 6. With regard to any assets of the Corporation no longer required in the operations of the Corporation, approval of any sale or other disposition of any assets not in the ordinary course which have a value in excess of $3 million, and with regard to all other assets of the Corporation used in the operations of the Corporation, approval of any sale or other disposition of such assets not in the ordinary course (but the foregoing is not intended to limit any transfer of the location of the assets from the Corporation to another entity in connection with a duly authorized reconfiguration of services). Part VI, Line 11b - Describe the Process used by Management &/or Governing Body to Review 990 The Form 990 is prepared by the organization and reviewed by the CFO, as well as the organization's paid preparer. Prior to filing with the IRS, a final copy of the Form 990 was provided to the entire Board via a web portal. Part VI, Line 12c - Description of Process to Monitor Transactions for Conflicts of Interest South Florida Baptist Hospital, Inc. has two separate conflict of interest procedures; one that relates to Board members and another that relates to non-board member employees. Both groups are required on an annual basis to complete, sign and file an annual disclosure statement detailing existing or potential conflicts of interests. For Board members, the review of conflicts or potential conflicts occurs at the Board or committee level. After disclosure of the Board Member's or Committee Member's actual or potential conflict, the following procedures for addressing the conflict of interest will be adhered to by each Board and all Committees with Board delegated powers, without exception: 1. The interested Director or Committee member shall leave the Board or Committee meeting while the conflict of interest issue is discussed. 2. The remaining Board or Committee Members shall decide if a conflict of interest exists. 3. If a conflict of interest is deemed to exist: a. The Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested individual or committee to investigate the proposed transaction or arrangement. b. The Board or Committee shall determine whether the BayCare entity can obtain a more advantageous transaction or arrangement with reasonable efforts from an individual or entity that would not give rise to a conflict of interest. c. If a more advantageous transaction or arrangement is not reasonably available, the Board or Committee shall determine whether the transaction or arrangement is in the BayCare entity's best interest, and whether the transaction is fair and reasonable to BayCare. An interested Director or Committee Member shall not vote, participate in, influence or attempt to influence any determination or proceedings. The Director or Committee Member may, however, respond to questions posed by the Board or Committee regarding the contract or transaction. Any such contract or transaction must be authorized by a vote of at least two-thirds (2/3) of the Directors or Committee Members entitled to vote at a meeting at which a quorum was present. Any interested Director or Committee Member may not be counted in determining the existence of a quorum. For employees, the review of conflicts of interest or potential conflicts goes to the Conflict of Interest Determination Committee. This committee consists of BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Vice President of Team Resources. This committee shall determine if an actual conflict exists and any action required to address the conflict of interest situation. PART VI Lines 15a & 15b - Process used for Compensation Review and Approval The filing organization does not directly compensate some of its top management employees; rather compensation is paid by a related organization that also follows the compensation policy of the Compensation Committee. The independent Compensation Committee is appointed by the Board of Directors. The Compensation Committee's purpose is to provide oversight for the organization's executive compensation program, review and approve compensation and benefits for all "disqualified persons" subject to the Intermediate Sanctions regulations issued under Section 4958 of the Internal Revenue Code (including the Chief Executive Officer, Chief Operating Officer & Chief Financial Officer, other system and entity executives, and other disqualified persons as defined in the Intermediate Sanctions regulations (i.e., voting members of the governing body, family members, former officers)), and establish the compensation philosophy for all other executives. This committee engages nationally recognized compensation consultants to assist them in review of executive compensation. The compensation consultants provide a review of each vice president and above in the system to determine if that employee's compensation is reasonable when compared against market standards. The data reviewed comes from compensation studies that include comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. The organization keeps contemporaneous minutes of the compensation committees meetings and decisions. External consultants review compensation every other year, the last review occurring in 2013, but the compensation committee regularly monitors compensation and all other procedures are followed annually. Part VI, Line 16b - Procedure to evaluate Joint Venture Arrangements The organization has a joint venture committee of subject matter experts who review potential arrangements with taxable joint ventures. Included in its review are a review for compliance with relevant tax laws and a review of whether the joint venture furthers the organization's exempt purpose. Part VI, Line 19 - How and If the Governing Documents, Conflict of Interest Policy and Financial Statements are Made Available to the Public South Florida Baptist Hospital, Inc. publishes its financial statements with the Agency for Health Care Administration. Governing documents and policies are not available for public inspection. Part XI, Line 9 CHANGE IN NET ASSETS OF FOUNDATION $952,397 NET ASSET TRANSFER PER JOINT OPERATING AGREEMENT (4,539,000) CONTRIBUTIONS IN 990 INCOME, BUT NOT IN BOOK INCOME (721,366) ROUNDING ($3) TOTAL ($4,307,972) St Joseph's Hospital Inc 3001 W Dr Martin Luther King Jr B Tampa FL 33607 590774199 Health Srvcs FL 501(C)(3) 3 na true John Knox Village of Tampa Bay Inc 4100 Fletcher Ave Tampa FL 33613 581377711 retire cmmnty FL 501(C)(3) 9 SJHCC true St Joseph's Health Care Center Inc 3001 W Dr Martin Luther King Jr B Tampa FL 33607 592593686 Support srvcs FL 501(C)(3) 11b na true St Joseph's Community Care Inc 3001 W Dr Martin Luther King Jr Tampa FL 33607 593152608 Medical asst FL 501(C)(3) 9 SJHCC true St Joseph's Enterprises Inc 3001 W Dr Martin Luther King Jr Bl Tampa FL 33607 592822516 Health invest FL 501(C)(3) 11b SJHCC true St Joseph's Hospital of Tampa Found Inc 3001 W Dr Martin Luther King Jr Bl Tampa FL 33607 591100828 Fundraising FL 501(C)(3) 11c SJHCC true St Anthony's Professional Building & Se 1200 7th Avenue North St Petersburg FL 33705 592018848 Real Estate FL 501(C)(3) 9 SJHCC true BayCare Health System Inc 2985 Drew St Clearwater FL 33759 592796965 Support srvcs FL 501(C)(3) 11a na false South Florida Baptist Hospital Found Inc 301 N Alexander Street Plant City FL 33563 650598653 Fundraising FL 501(C)(3) 11a na false FRANCISCAN PROPERTIES 3001 W DR MARTIN LUTHER KING JR BL TAMPA FL 33607 592822519 SUPPORTS SJH FL 501(C)(3) 11b SJHCC true Carillon Surg Cntr 900 Carillon St Pet FL 33716 261116740 HEALTH SRVC FL NA NA 0 0 false 0 false 0.00000 St Ant Phy Surg Ctr 705 16th St N St Pet FL 33705 010861245 HEALTH SRVC FL NA NA 0 0 false 0 false 0.00000 Healthpoint Management Services Inc 4902 Eisenhower Blvd Suite 300 Tampa FL 33634 650645457 Billing/mgmt FL na C corp 0 0 0.00000 true Healthpoint Medical Group Inc 4902 Eisenhower Blvd Suite 300 Tampa FL 33634 593244268 Physician gro FL na C corp 0 0 0.00000 true false false true true false false false false true false true true true false true false false true true Franciscan Properties Inc k 81307 FMV St Joseph's Health Care Center Inc m 2536442 FMV St Joseph's Hospital Inc o 114978 FMV Franciscan Properties Inc s 162613 FMV St Joseph's Hospital Inc s 579092 FMV