2014-08-05T12:52:24-05:00 2013-09-30 CROWE HORWATH LLP 401 EAST LAS OLAS BLVD SUITE 1100 FORT LAUDERDALE FL 33301 990 2012-10-01 650561267 BETHESDA HEALTH PHYSICIAN GROUP INC BETH 5617377733 2815 S Seacrest Blvd Boynton Beach FL 33435 JOANNE AQUILINA 2014-07-25 true Cindy Kushner P00739493 9542028600 2012 2015-11-30 17:44:51Z ROGER L KIRK 2815 S Seacrest Blvd Boynton Beach FL 33435 6314042 false X WWW.BETHESDAWEB.COM X 1995 FL TO PROVIDE QUALITY GENERAL AND SPECIALIZED PHYSICIAN SERVICES TO THE COMMUNITY. 3 0 47 0 4715 3511 0 0 11453387 6243210 2459 -4414 12640 47901 11468486 6286697 0 0 0 0 6152432 6086497 0 0 0 11201646 4884530 17354078 10971027 -5885592 -4684330 1524067 1421258 115108 365633 1408959 1055625 BETHESDA HEALTH PHYSICIAN GROUP, INC.'S MISSION IS TO PROVIDE QUALITY GENERAL AND SPECIALIZED PHYSICIAN SERVICES TO THE COMMUNITY AND SUPPORT THE HEALTH CARE SERVICES PROVIDED BY AFFILIATED ENTITIES OF BETHESDA HEALTH, INC. false false 8788868 0 6243210 BETHESDA HEALTH PHYSICIAN GROUP, INC. PROVIDES OUTPATIENT PHYSICIANS AND MEDICAL SERVICES TO ALL MEMBERS OF THE COMMUNITY. THESE SERVICES ARE PROVIDED IN A COST EFFICIENT MANNER EMPLOYING THE PHYSICIANS AND OTHER MEDICAL PERSONNEL. BETHESDA HEALTH PHYSICIAN GROUP, INC. OPERATES AS PART OF A TAX-EXEMPT HEALTHCARE SYSTEM PROVIDING HEALTHCARE AND RELATED SERVICES. THE ORGANIZATION CURRENTLY EMPLOYS PHYSICIANS IN THE FIELDS OF INTERNAL/FAMILY MEDICINE, OBSTETRIC AND GYNECOLOGY, CARDIAC AND ONCOLOGY SURGERY, AND MATERNAL/FETAL MEDICINE. 8788868 true false false false false false false false true true false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false false true 19 0 true 47 true true true false false false false false false false false false X 3 0 false false true false true true true true true false false true true true true true true false false false X Joanne Aquilina 5617377733 2815 S Seacrest Blvd Boynton Beach FL 33435 X JOANNE AQUILINA 2.00 48.00 X X 0 277948 53202 ROBERT BROADWAY 2.00 48.00 X X 0 238253 54858 ROGER L KIRK 2.00 54.00 X X 0 760139 104910 AARON B DEUTSCH 40.00 0 X 402403 0 295 GEOFFREY M LYNN 40.00 0 X 586682 0 21207 MATTHEW D'ALESSIO 40.00 0 X 296863 0 12632 MICHAEL J CARMICHAEL 40.00 0 X 594812 0 21427 SAMANTHA E KWON 40.00 0 X 449115 0 8135 ROBERT B HILL 0.00 0.00 X 0 398130 9117 2329875 1674470 285783 15 true true false DANIEL B SULLIVAN DO PA 15565 GLENCREST AVENUE DELRAY BEACH FL 33446 PHYSICIAN SERVICES 417855 RICARDO AYALA MD 737 HARBOUR ISLE PLACE NORTH PALM BEACH FL 33410 PHYSICIAN SERVICES 400750 EZ CLAIMS INC 1600 SOUTH DIXIE HWY SUITE 100 BOCA RATON FL 33432 BILLING SERVICES 335833 3 0 MEDICAL SERVICE FEES 621110 5460848 5460848 OTHER MEDICAL SERVICES 621110 782362 782362 0 0 0 0 0 0 0 6243210 51 51 0 0 61186 13285 47901 0 47901 4715 43186 9595 14060 0 -4465 -4465 -4465 0 0 0 0 0 0 0 0 0 0 0 6286697 6243210 4715 38772 0 0 0 0 0 0 5336327 4915586 420741 33 33 493766 444391 49375 256371 230734 25637 0 51895 51895 6156 6156 0 0 0 1953488 844229 1109259 0 17601 17601 579850 349946 229904 61977 29125 32852 0 790727 710262 80465 0 0 15352 12282 3070 0 0 236682 223760 12922 719066 575253 143813 MEMBERSHIP AND LICENSES 35689 33905 1784 BAD DEBT EXPENSE 264127 264127 MEDICAL SUPPLIES 80490 80490 RECRUITING 71430 57144 14286 0 0 0 0 10971027 8788868 2182159 0 0 3084 0 518007 385256 0 0 331442 475313 1684234 1231657 581224 452577 0 0 0 0 67167 67167 23143 40945 1524067 1421258 115108 365633 0 0 0 115108 365633 X 1408959 1055625 1408959 1055625 1524067 1421258 X -4684330 4330996 X false true X true false X 19276731 1839883 329789 30332 20756493 16942951 0 2663231 299987 29464 19276731 17333861 6000 -205068 151760 40082 16942951 15480219 666556 1518235 250000 81149 17333861 15459550 60000 292425 250000 81756 15480219 0.66410 0.09210 0.24380 false true true 0 0 435147 404225 30922 1249087 827432 421655 0 452577 0 0 X Intended uses of endowment funds Schedule D, Part V, Line 4 THE ENDOWMENT FUNDS ARE HELD BY BETHESDA HOSPITAL FOUNDATION, INC. THE ENDOWMENT FUNDS ARE USED TO SUPPORT BETHESDA HEALTH, INC. IN THE PROVISION OF QUALITY HEALTH CARE SERVICES TO THE SURROUNDING COMMUNITY. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF BETHESDA HEALTH, INC. BELOW IS THE FIN 48 FOOTNOTE FROM THOSE FINANCIAL STATEMENTS. THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT BHS, BPS, BHC, BHPG, WDC, THE FOUNDATION, AND THE HOSPITAL ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ALL OTHER AFFILIATES OF BHS ARE FOR-PROFIT ENTITIES THAT FILE A CONSOLIDATED TAX RETURN. AS OF SEPTEMBER 30, 2013 AND 2012, THE CONSOLIDATED FOR-PROFIT ENTITIES HAVE RECORDED A PROVISION FOR INCOME TAX IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THE SYSTEM APPLIES THE PROVISIONS OF ASC TOPIC 740 TO EVALUATE UNCERTAIN TAX POSITIONS. THIS GUIDANCE CREATES A SINGLE MODEL TO ADDRESS UNCERTAIN INCOME TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MORE-LIKELY-THAN-NOT MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF ASC TOPIC 740, TAX-EXEMPT ORGANIZATIONS MAY BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. THERE WERE NO UNCERTAIN TAX PROVISIONS RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT SEPTEMBER 30, 2013 OR 2012. false true false false false false false false false AARON B DEUTSCH 401633 0 500 0 270 0 0 0 295 0 402698 0 0 0 GEOFFREY M LYNN 585972 0 20 0 690 0 0 0 21207 0 607889 0 0 0 JOANNE AQUILINA 0 212519 0 60020 0 5409 0 19889 0 33313 0 331150 0 0 MATTHEW D'ALESSIO 296063 0 500 0 300 0 0 0 12632 0 309495 0 0 0 MICHAEL J CARMICHAEL 592869 0 20 0 1923 0 0 0 21427 0 616239 0 0 0 ROBERT B HILL 0 79344 0 160802 0 157984 0 7844 0 1273 0 407247 0 0 ROBERT BROADWAY 0 182554 0 51420 0 4279 0 32284 0 22574 0 293111 0 0 ROGER L KIRK 0 413660 0 90006 0 256473 0 85732 0 19178 0 865049 0 0 SAMANTHA E KWON 448645 0 20 0 450 0 0 0 8135 0 457250 0 0 0 Arrangement used to establish the top management official's compensation Schedule J, Part I, Line 3 THE ORGANIZATION'S PRESIDENT IS PAID BY BETHESDA HEALTH, INC. (A RELATED ORGANIZATION). BETHESDA HEALTH, INC. USES THE FOLLOWING TO DETERMINE HIS COMPENSATION: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD. Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b THE ORGANIZATION MAINTAINS A 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. DURING 2012, THE FOLLOWING PAYMENTS WERE RECEIVED FROM THE PLAN: JOANNE AQUILINA - $358 ROBERT BROADWAY - $576 ROBERT HILL - $5,515 DURING 2012, THE FOLLOWING CONTRIBUTIONS WERE MADE TO THE PLAN: ROGER L. KIRK - $48,572 JOANNE AQUILINA - $4,597 ROBERT HILL - $7,844 Significant changes to organizational documents Form 990, Part VI, Section A, Line 4 BETHESDA MEDICAL ASOCIATES, INC. CHANGED NAME TO BETHESDA HEALTH PHYSICIAN GROUP, INC. DURING FISCAL YEAR 2013. THEREFORE THE ARTICLES OF INCORPORATION WERE AMENDED TO REFLECT THIS NAME CHANGE. THOSE AMENDED ARTICLES OF INCORPORATION AS WELL AS THE FLORIDA DEPARTMENT OF STATE ACKNOWLEDGEMENT OF THE NAME CHANGE ARE ATTACHED TO THE RETURN. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 THE ORGANIZATION HAS ONE SOLE MEMBER, BETHESDA HEALTH, INC., A FLORIDA NOT-FOR-PROFIT ORGANIZATION. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a BETHESDA HEALTH, INC. APPROVES THE MEMBERS OF THE GOVERNING BODY. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b ANY OF THE FOLLOWING SIGNIFICANT ORGANIZATIONAL OR OPERATIONAL CHANGES WOULD BE SUBJECT TO APPROVAL BY THE SOLE MEMBER OF THE CORPORATION WHICH IS BETHESDA HEALTH, INC.: -1) ADOPTING A PLAN OF DISSOLUTION OF THE CORPORATION; -2) AUTHORIZING THE CORPORATION TO ENGAGE IN, OR ENTER INTO, ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; -3) ADOPTING A PLAN OF REORGANIZATION OR THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER ENTITY; -4) APPOINTING OR REMOVING THE ATTORNEYS OR INDEPENDENT AUDITORS OF THE CORPORATION; -5) APPOINTING OR REMOVING THE TRUSTEES; -6) ADOPTING OR AMENDING THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; -7) ADOPTING OR PERMITTING ANY CHANGES TO ANY STRATEGIC MASTER PLANS OR POLICIES OF THE CORPORATION; -8) AUTHORIZING THE ACQUISITION, SALE, TRANSFER, OR OTHER DISPOSITION OF ANY ASSETS EXCEPT IN ORDINARY COURSE OF BUSINESS; -9) AUTHORIZING THE FILING OF ANY PETITION IN BANKRUPTCY; -10) ADOPTING MARKETING AND BUSINESS STRATEGIES FOR THE CORPORATION. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION REVIEWS THE FORM 990 AND ALL REQUIRED SUPPORTING SCHEDULES. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES OF THE ORGANIZATION FOR REVIEW PRIOR TO FILING WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ANY TRUSTEE, DIRECTOR, OFFICER OR MEMBER OF ANY COMMITTEE OF THE BOARD WITH BOARD-DELEGATED POWERS. THE INDIVIDUALS COVERED UNDER THE POLICY ARE REQUIRED TO DISCLOSE ANNUALLY ANY CONFLICTS OF INTEREST. THE CHAIRMAN OF THE BOARD AND THE INTERNAL AUDIT DIVISION OF BETHESDA HEALTH CONTINUOUSLY REVIEW AND MONITOR ALL CONFLICTS OF INTEREST NOTED BY THE INDIVIDUALS COVERED UNDER THE POLICY. ANY INDIVIDUAL WHO HAS A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISION IN THE TRANSACTION. PROCESS USED TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL FORM 990, PART VI, LINE 15A THE BOARD OF TRUSTEES OF BETHESDA HEALTH, INC. ANNUALLY APPOINTS THE PRESIDENT/CEO TO A ONE-YEAR TERM AND ESTABLISHES AND APPROVES THE COMPENSATION OF THE PRESIDENT/CEO. THE BOARD OF TRUSTEES OF BETHESDA HEALTH PERIODICALLY ENGAGES AN INDEPENDENT OUTSIDE PROFESSIONAL COMPENSATION FIRM TO REVIEW COMPENSATION AND BENEFIT LEVELS OF THE PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE BETHESDA HEALTH. THE CONSULTING FIRM WORKS INDEPENDENTLY OF MANAGEMENT AND REPORTS THE INFORMATION DIRECTLY TO THE TRUSTEES OF BETHESDA HEALTH FOR THE OFFICER'S POSITIONS. THE CONSULTING FIRM PROVIDES DETAILED COMPENSATION AND BENEFIT DATA FOR COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A REGIONAL AND NATIONAL BASIS. BASED ON THE COMPENSATION PHILOSOPHY OF THE BOARD OF TRUSTEES OF BETHESDA HEALTH AS IT RELATES TO THE MARKET IN GENERAL AND ON SPECIFIC COMPENSATION LEVELS NOTED AS THE RESULT OF THE CONSULTING ENGAGEMENT, THE BOARD OF TRUSTEES OF BETHESDA HEALTH SETS THE COMPENSATION AND BENEFITS OF THE POSITIONS NOTED ABOVE. THE PROCESS WAS UNDERTAKEN IN THE YEAR ENDED SEPTEMBER 30, 2013. THE PROCESS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS/KEY EMPLOYEES FORM 990, PART VI, LINE 15B THE OTHER OFFICERS OF THE ORGANIZATION ARE SUBJECT TO BETHESDA HEALTH'S ANNUAL EMPLOYEE REVIEW PROCESS. THE VICE PRESIDENT OF HUMAN RESOURCES RECOMMENDS TO THE PRESIDENT/CEO OF BETHESDA HEALTH, INC. COMPENSATION AND BENEFIT LEVELS. THE VICE PRESIDENT OF HUMAN RESOURCES PERIODICALLY ENGAGES AN INDEPENDENT OUTSIDE PROFESSIONAL COMPENSATION FIRM TO REVIEW COMPENSATION AND BENEFIT LEVELS OF THIS AND OTHER MANAGEMENT LEVEL POSITIONS. THE CONSULTING FIRM WORKS INDEPENDENTLY OF MANAGEMENT AND PROVIDES DETAILED COMPENSATION AND BENEFIT DATA FOR COMPARABLY SIZED HEALTHCARE ORGANIZATIONS ON A REGIONAL AND NATIONAL BASIS. BASED ON THE COMPENSATION PHILOSOPHY OF THE BOARD OF TRUSTEES OF BETHESDA HEALTH AS IT RELATES TO THE MARKET IN GENERAL AND ON SPECIFIC COMPENSATION LEVELS NOTED AS THE RESULT OF THE CONSULTING ENGAGEMENT, THE PRESIDENT/CEO OF BETHESDA HEALTH SETS THE COMPENSATION AND BENEFITS FOR THE OTHER OFFICERS. THE PROCESS WAS UNDERTAKEN FOR THE YEAR ENDED SEPTEMBER 30, 2013. THE PROCESS AND DECISIONS ARE DOCUMENTED IN THE EMPLOYEE FILES. THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER IS DETERMINED BY THE BOARD OF TRUSTEES OF BETHESDA HEALTH AS DESCRIBED IN THE NARRATIVE FOR FORM 990, PART VI, LINE 15A. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS OF THE ORGANIZATION, ITS CONFLICT OF INTEREST POLICY AND ITS FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. DEPENDING ON THE QUANTITY OF THE REQUEST, A MINIMAL FEE MAY APPLY. Average number of hours devoted per week to related organization Core Form Part VII ROGER L KIRK:BETHESDA HEALTH, INC.- 40.00040.000, BETHESDA HEALTH CITY, INC.- 2.0002.000, WOMEN'S DIAGNOSTIC CENTER OF BETHESDA, INC.- 2.0002.000, BETHESDA HOSPITAL, INC.- 2.0002.000, BETHESDA MEMORIAL SIT - WORKMAN'S COMP- 2.0002.000, BETHESDA MEMORIAL SIT - MALPRACTICE- 2.0002.000, BETHESDA PAYROLL SERVICES, INC.- 2.0002.000, BETHESDA HOSPITAL FOUNDATION, INC.- 2.000;JOANNE AQUILINA:BETHESDA HEALTH, INC.- 40.00040.000, BETHESDA HEALTH CITY, INC.- 2.0002.000, WOMEN'S DIAGNOSTIC CENTER OF BETHESDA, INC.- 2.0002.000, BETHESDA HOSPITAL, INC.- 2.0002.000, BETHESDA PAYROLL SERVICES, INC.- 2.000;ROBERT BROADWAY:BETHESDA HEALTH, INC.- 40.00040.000, BETHESDA HEALTH CITY, INC.- 2.0002.000, WOMEN'S DIAGNOSTIC CENTER OF BETHESDA, INC.- 2.0002.000, BETHESDA HOSPITAL, INC.- 2.0002.000, BETHESDA PAYROLL SERVICES, INC.- 2.000; COMPENSATION OF FORMER PRESIDENT FORM 990, PART VII, SECTION A THE ORGANIZATION'S PRESIDENT ROBERT HILL RETIRED IN FEBRUARY 2012. HE IS REPORTED AS A FORMER OFFICER BECAUSE HE WAS NOT AN OFFICER DURING THE TAX YEAR ENDED SEPTEMBER 30, 2013. HOWEVER, THE COMPENSATION REPORTED IS FOR CALENDAR YEAR 2012. Other Expenses Form 990, Part IX, Line 11g FEES FOR SERVICES - TOTAL EXPENSE: 1071747, PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: 1071747, FUNDRAISING EXPENSES: ; PROFESSIONAL FEE - TOTAL EXPENSE: 881741, PROGRAM SERVICE EXPENSE: 844229, MANAGEMENT AND GENERAL EXPENSES: 37512, FUNDRAISING EXPENSES: ; Other changes in net assets or fund balances Form 990 , Part XI, Line 9 AFFILIATE TRANSFER - 4330996; BETHESDA HEALTH INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 SUPPORT ORG FL 501(C)(3) 11 - Type III - FI NA false BETHESDA HOSPITAL INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 HOSPITAL FL 501(C)(3) 3 BETHESDA HEALTH false WOMEN'S DIAGNOSTIC CENTER OF BETHESDA INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 O/P MED SVCS FL 501(C)(3) 9 BETHESDA HEALTH false BETHESDA HOSPITAL FOUNDATION INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 FUNDRAISING FL 501(C)(3) 7 BETHESDA HEALTH false BETHESDA PAYROLL SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 PAYROLL SUPPORT FL 501(C)(3) 11 - Type III - FI BETHESDA HEALTH false BETHESDA MEMORIAL SIT - WORKMAN'S COMP 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 SELF INS TRUST FL 501(C)(3) 11 - Type I BETHESDA HEALTH false BETHESDA HEALTH CITY INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 O/P MED SVCS FL 501(C)(3) 9 BETHESDA HEALTH false BETHESDA MEMORIAL SIT - MALPRACTICE 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 SELF INS TRUST FL 501(C)(3) 11 - Type I BETHESDA HEALTH false BETHESDA HOLDING COMPANY INC AND SUBS 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592663767 HOLDING CO FL NA C CORPORATION false false false false false false false false false false true true true false false true false false false