2014-11-10T11:44:33-06:00 2013-12-31 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BLVD SUITE 1000 ATLANTA GA 30308 990 2013-01-01 593582520 BayCare Home Care Inc % JOHN GANTNER BAYC 7273946461 8452 118th Ave N Suite Largo FL 33773 DENTON CROCKETT JR SENIOR VP 2014-11-02 WILLIAM RIKER P01226021 2013 2015-11-30 17:44:51Z Denton Crockett Jr President 8452 118th Ave N Largo FL 33773 139186993 false X www.baycarehomecare.com X 1999 FL BayCare Home Care, Inc. will improve the health of all we serve THROUGH COMMUNITY-OWNED HEALTH CARE SERVICES THAT SET THE STANDARD FOR HIGH-QUALITY, COMPASSIONATE CARE. X 6 0 1317 6 2191939 -108124 0 0 128957013 139010562 37468 13221 328444 163210 129322925 139186993 10848 8460 0 0 69504028 73601934 0 0 0 53424276 55801174 122939152 129411568 6383773 9775425 43098447 43042323 22235201 21052708 20863246 21989615 BayCare Home Care, 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 116885366 8460 139173772 BayCare Home Care, Inc. is a not-for-profit corporation that provides a complete range of home health services, under physician order, to persons in need of care who are homebound in their place of residence. The services delivered by the applicant are performed by registered nurses, registered physical therapists, medical social workers, home health aids, and homemakers. 116885366 true false false false false false false false false false true false false false true false false true false false false false false false false false false true false true false false false false false false false true false false false true false true true true false false true 145 0 true 1317 true false false false false false false false false false false X 6 0 true false false false true true true true true false false true true true true true true false true true true X JOHN GANTNER 7278208005 2985 DREW STREET clearwater FL 33759 Stephen Mason Trustee/Pres/CEO Baycare Hlth 1.0 50.0 X 0 2373154 65118 Tommy Inzina Trustee/Baycare CAO/CFO/COO 1.0 45.0 X 0 1439409 80337 Denton Crockett Jr Trustee/Pres./SVP, Ambu. Svcs. 1.0 48.0 X X 0 712572 126102 Daniel Sweeney Trustee/VP/VP, Home Health 45.0 0.0 X X 364069 0 77477 William Woeltjen Trustee/CFO, Sarasota Memorial 1.0 0.0 X 0 413969 34451 Thomas Ribble Trustee/Treas/Dir Ambu. Fin 1.0 48.0 X X 0 202203 25651 Iqbal Burney Director Pharmacy 45.0 0.0 X 217660 0 32524 Madelyn Moseley Executive Director Home Care 45.0 0.0 X 203650 0 22209 Thomas Guinand Dir, Ext Care Svcs/Med Supply 45.0 0.0 X 181968 0 32715 Linda Simons Dir, Operations - HC 45.0 0.0 X 149230 0 31142 Elyse Greco Speech Therapist 45.0 0.0 X 148600 0 21112 Donn Ligason Physical Therapist 45.0 0.0 X 147347 0 29742 1412524 5141307 578580 42 false true false CARE TEAM INC 3311 W KENNEDY BLVD TAMPA FL 33609 MEDICAL SERVICES 1944687 THERACOM INC PO BOX 640105 CINCINNATI OH 45264 PHARMACY SERVICES 756357 UNITED PARCEL SERVICE PO BOX 7247 0244 PHILADELPHIA PA 191700001 shipping 305616 STARLING HAMMER INC 11663 GROVE STREET SEMINOLE FL 33776 medical services 351108 NURSEFINDERS OF JACKSONVILLE 9120 MIDLOTHIAN TURNPIKE RICHMOND VA 23235 MEDICAL STAFFING 535715 9 0 HOSPITAL PATIENT CARE 621610 86189926 83997987 2191939 MEDICARE/MEDICAID NET REVENUE 621610 52820636 52820636 139010562 11121 11121 0 0 0 0 0 2100 2100 2100 0 0 0 OTHER REVENUE 900099 163210 163210 163210 139186993 136981833 2191939 11121 8460 8460 0 0 0 712827 250184 462643 462644 462644 60841024 60841024 1625509 1625509 6106619 6106619 3853311 3853311 0 14949 14949 0 0 0 0 456809 456809 107380 107380 2782467 289700 2492767 540929 540929 0 1475385 1475385 2170992 2170992 0 0 0 0 4475230 4475230 355279 189653 165626 MEDICAL SUPPLIES 29710545 29710545 MANAGEMENT FEES 7219225 7219225 BAD DEBT EXPENSE 5201084 5201084 OTHER SERVICES 1088452 1088452 202448 202448 129411568 116885366 12526202 0 5894549 1876766 0 0 0 0 21908217 23747316 0 0 0 0 485 662 2018103 2678579 22768 28481 32987900 19309066 12698550 13678834 0 0 0 0 519761 437688 25000 581500 11014 12497 43098447 43042323 6059387 5936114 0 0 1946986 2156362 0 0 0 0 0 0 0 0 0 0 14228828 12960232 22235201 21052708 X 20863246 21989615 0 0 0 0 20863246 21989615 43098447 43042323 X 9775425 -8649056 X false true X true false X 50 0 0 0 0 50 109383762 112789351 114517934 128957013 139010562 604658622 0 0 0 109383812 112789351 114517934 128957013 139010562 604658672 0 0 0 604658672 35943 87913 24536 20620 11121 180133 0 35943 87913 24536 20620 11121 180133 0 2513052 263976 98612 328444 163210 3367294 111932807 113141240 114641082 129306077 139184893 608206099 0.99417 0.96642 0.00030 0.00033 X Schedule A, Part III, Line 12 Other Revenue - $163,210 1450000 1450000 6901177 1787678 5113499 221818 182733 39085 24414905 17338655 7076250 13678834 0 DUE TO AFFILIATES 12910409 ACRD INCOME TAX PAYABLE 49823 12960232 139227148 139227148 -40155 -40155 139186993 129451723 129451723 -40155 -40155 129411568 Schedule D Supplemental Information Schedule D, Part XI, Line 4b Revenues netted with expenses -$40,155 Schedule D, Part XII, Line 4b Revenues netted with expenses -$40,155 true American Heart Association 11207 Blue Heron Blvd N St Pete FL 33716 135613797 501(c)(3) 6360 Health Walk 2013 1 Schedule I, Part I, Line 2 Description of organization's procedures for monitoring the use of grants. 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 its non-profit status and follow up to ensure the activity has occurred. false true false false false false false false false Stephen Mason Trustee/Pres/CEO Baycare Hlth 0 1125242 0 639238 0 608674 0 38419 0 26699 0 2438272 0 0 Tommy Inzina Trustee/Baycare CAO/CFO/COO 0 780538 0 331521 0 327350 0 51222 0 29115 0 1519746 0 0 Denton Crockett Jr Trustee/Pres./SVP, Ambu. Svcs. 0 451562 0 165162 0 95848 0 101693 0 24409 0 838674 0 0 Daniel Sweeney Trustee/VP/VP, Home Health 230888 0 77942 0 55239 0 52378 0 25099 0 441546 0 0 0 William Woeltjen Trustee/CFO, Sarasota Memorial 0 323780 0 81506 0 8683 0 8348 0 26103 0 448420 0 0 Thomas Ribble Trustee/Treas/Dir Ambu. Fin 0 169099 0 21034 0 12070 0 9208 0 16443 0 227854 0 0 Iqbal Burney Director Pharmacy 176267 0 23275 0 18118 0 9897 0 22627 0 250184 0 0 0 Madelyn Moseley Executive Director Home Care 179410 0 23218 0 1022 0 9607 0 12602 0 225859 0 0 0 Thomas Guinand Dir, Ext Care Svcs/Med Supply 153003 0 19658 0 9307 0 8624 0 24091 0 214683 0 0 0 Linda Simons Dir, Operations - HC 122032 0 15697 0 11501 0 4378 0 26764 0 180372 0 0 0 Elyse Greco Speech Therapist 72538 0 72212 0 3850 0 3102 0 18010 0 169712 0 0 0 Donn Ligason Physical Therapist 81477 0 64689 0 1181 0 7536 0 22206 0 177089 0 0 0 Supplemental Compensation Information Schedule J, 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. Supplemental Compensation Information Schedule J, Part I, Line 4b Denton Crockett, Jr - Participated in a supplemental nonqualified deferred compensation plan. He had $79,164 in benefits vest in 2013. This amount is included in Part II (B)(iii) Other compensation. The plan made a cash distribution of $33,209 in 2013. Tommy Inzina - Participated in a supplemental nonqualified deferred compensation plan. He had $308,030 in benefits vest in 2013. This amount is included in Part II (B)(iii) Other compensation. The plan made a cash distribution of $129,219 in 2013. Stephen Mason - Participated in a supplemental nonqualified deferred compensation plan. He had $523,147 in benefits vest in 2013. This amount is included in Part II (B)(iii) Other compensation. The plan made a cash distribution of $219,460 in 2013. Daniel Sweeney - Participated in a supplemental nonqualified deferred compensation plan. He had $39,208 in benefits vest in 2013. This amount is included in Part II (B)(iii) Other compensation. He had $18,823 of nonvested benefits accrue during 2013. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made a cash distribution of $13,350 in 2013. Global Health Care Inc See Part V 161685 Staffing Company false Schedule L, Part V Denton Crockett Jr., Stephen Mason and Daniel Sweeney are board members of the filing organization as well as board members of Global Health Care, Inc. JOA member net asset transfers 2013-12-31 8099778 Cash 592796965 BayCare Health System Inc 2985 Drew street Clearwater FL 33759 501(c)(3) JOA Member Net Asset Transfers 2013-12-31 507850 Cash 592716436 Community Health Corporation 1700 South Tamiami TR Sarasota FL 34239 501(c)(3) false false false false Part VI Part VI, Line 1a - Independent Board Members BayCare Home Care, Inc. has no independent board members as all members are related to the organization. As described in question 15a & 15b, BayCare HOme Care, Inc. does not directly compensate some of its top management employees; rather compensation is paid by a related organization that follows the compensation policy of the compensation committee. Part VI, Line 2 - Description of Family and Business Relationship Stephen Mason, Denton Crockett Jr., Tommy Inzina, and Daniel Sweeney are board members of the organization, as well as board members of a taxable entity, which is an affiliate of the filing organization. Part VI, Line 6 - Description of Classes of Members or Stockholders The members of the corporation shall be BayCare Health System, Inc and Community Health Corporation (CHC). Part VI, Line 7a - Description of Classes of Persons and the Nature of Their Rights The Board of Directors of the Corporation shall consist of Directors appointed by the Members. BayCare shall appoint five Members of the board of Directors and CHC shall appoint one Member of the Board of Directors. Each Director shall serve a term of one year and may serve as many terms as approved by the Member which made the appointment. A vacancy occurring among the Directors may only be filled by appointment by the Member that appointed the Director whose resignation, removal, death or disability created the vacancy. Part VI, Line 7b - Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights Reservation of Powers in the Member. 1. Loan. Any loans shall be authorized by a resolution of the Board of Directors; however, any loan not included in the Corporation's annual budget in excess of $25,000 shall be approved by the Member before the loan is contracted on behalf of the Corporation. 2. Budgets. The Board of Directors shall prepare or have prepared the annual budgets of the Corporation. The annual budgets shall be approved by the Member before the same shall become effective. 3. Asset Transfers. No transfer or pledge of the Corporation's assets not in the ordinary course of business shall be made unless approved by the Member prior to the transfer or pledge. 4. Approval and Removal of Directors and Officers. The Member shall approve all Directors and Officers and may remove any Director or Officer. 5. Contracts. The Board may authorize any officer to enter into a contract or execute any instrument in the name of and on behalf of the Corporation; however, no contract in excess of $25,000 not contained in an approved budget and not in the ordinary course of business may be entered into except with the prior approval of the Member. 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. A final copy of the Form 990 was reviewed by a subcommittee of the Board of Directors prior to filing with the IRS. Prior to filing with the IRS, a final copy of the Form 990 was provided to the entire Board. Part VI, Line 12c - Description of Process to Monitor Transactions for Conflicts of Interest BayCare Home Care, 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 Part VI, Line 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 with 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 - Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public BayCare Home Care, Inc. does not make its governing documents, conflict of interest policy or financial statements available to the public. Part XI, LINE 9 Capital distribution ($8,607,628) Other ($41,428) Total ($8,649,056) BayCare Health System Inc 2985 Drew St Clearwater FL 33759 592796965 Support 501c3 FL 501(C)(3) 11A na false BayCare Emergency Assistance Program Inc 2985 Drew St Clearwater FL 33759 592697770 Emerg Fund FL 501(C)(3) 9 BCHS true Behavioral Health Management Srvcs Inc 323 Jeffords Street Clearwater FL 33756 593279573 Health srvcs FL 501(C)(3) 9 BBH true BayCare Behavioral Health Inc 7809 Massachusetts Ave New Port Richey FL 34653 591371752 Health srvcs FL 501(C)(3) 7 BCHS true Winter Haven Hospital Inc 200 Avenue F NE Winter Haven FL 33881 590724462 Health Srvcs FL 501(c)(3) 3 BCHS true Care Ride LLC 4625 E Bay D CLWTR FL 33764 593565490 Transport srv FL BC Home Care related 168188 437549 false 0 true 0.51000 BC Purchase Pa LLC 8731 Fl Mining Tampa FL 33634 640950837 Purchasing Org FL na n/a 0 0 false 0 false 0.00000 BC Em Health C LLC 8452 118th A N Largo FL 33773 461533183 HEALTH SERVICES FL na n/a 0 0 false 0 false 0.00000 BC Surg Cntrs LLC 8452 118th A N Largo FL 33773 460591430 Surgery Center FL na n/a 0 0 false 0 false 0.00000 Bay Vista Claims Service Inc 2985 Drew St Clearwater FL 33759 743168200 claims admin FL na C corp 0 0 0.00000 true BCHS Insurance Inc 720 W Bay Road Buckingham Sqr Grand Cayman CJ KY1-1102 000000000 Insurance captive CJ na C corp 0 0 0.00000 true Medspecialists Inc 2985 Drew St Clearwater FL 33759 680587533 payroll srvcs FL na C-Corp 0 0 0.00000 true false true false true false false false false false false false false true false true false false true false Care Ride LLC d 321306 FMV Care Ride LLC r 69777 FMV