2013-08-14T10:21:41-07:00 2012-09-30 990 2011-10-01 592980620 Baptist Medical Center of the Beaches Inc BAPT 9042021797 3563 Philips Hwy Bldg F Suite 608 Attn Mike Lee Jacksonville FL 32207 Mike Lukaszewski 9042022852 2013-08-14 2011 2016-02-24 21:20:13Z BMC Beaches A Hugh Greene 841 Prudential Dr Aetna Bld Ste 1601 Jacksonville FL 32207 133146922 0 X e-baptisthealth.com X 1989 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. 12 7 1138 190 9705 0 72513 159454 117012215 125658983 253836 6201852 558841 1123092 117897405 133143381 62523 21350 0 0 48447229 48997631 0 0 0 61517636 66777462 110027388 115796443 7870017 17346938 133364772 155868916 25810976 30514325 107553796 125354591 Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. 0 0 104034732 21350 125658983 The program service accomplishments for the organization are numerous and expenses often overlap. Baptist Medical Center of the Beaches, Inc. (BMCB) provides Jacksonville's thriving beach communities with a comprehensive range of high-tech health care services close to home. The BMCB's campus includes the Wilson/Epstein Center for Diagnostic and Rehabilitative Services, Baptist Beaches Surgery Center, Wilson Cancer Care Center, and physician office buildings. BMCB is a full-service medical center with (1) 146 private patient rooms, including 16 spacious maternity suites, (2) more than 450 physicians, representing 30-plus medical specialties, (3) 6 state-of-the-art operating suites and 3 new endoscopy suites for inpatient and outpatient procedures, (4) family-centered visiting areas with outdoor patios, kitchens and a health resource library, (5) the only 24-hour emergency service east of the Intracoastal Waterway, plus a 24-hour on-call surgical team, and (6) comprehensive diagnostic testing and interventional imaging services, and (7) has earned Magnet recognition for excellence in patient care. During fiscal year 2012, admissions were 7,409, 30,047 patient days, 36,829 emergency room visits, and 3,638 outpatient surgeries. BMCB is committed to improving the lives of everyone, regardless of their ability to pay. BMCB is one of 4 licensed hospitals of Baptist Health System, Inc., the region's only community-owned, faith-based healthcare system. 0 0 0 104034732 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 48 0 1 1138 1 1 1 0 0 0 0 0 0 0 0 0 X 12 7 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X Scott Finnegan 9042023270 841 Prudential Dr Aetna Bldg Ste 1602 Jacksonville FL 32207 Ernest P Bono Sr 2 X X 0 0 0 Peter Ghiloni 2 X X 0 0 0 A Hugh Greene 0 X X 0 1013169 448925 Sonny Bhikha 2 X X 0 0 0 John K Anderson Jr 2 X 0 0 0 Nancy Broner 2 X 0 0 0 Sam Christian MD 2 X 0 0 0 Nathaniel Herring 2 X 0 0 0 Marilyn McAfee 2 X 0 0 0 Howard C Serkin 2 X 0 0 0 Carol C Thompson 2 X 0 789 6197 William R Wainwright MD 2 X 0 0 0 John F Wilbanks 0 X 0 560658 201911 Harvey Granger 2 X 0 441898 189620 Joseph M Mitrick 40 X 189577 175854 90517 Michael Lukaszewski 0 X 0 632875 17412 Debra S Beighley 40 X 127649 0 20403 Edward H Sim 40 X 121109 184933 61867 Kathleen Murray 40 X 15587 214070 22454 Anna M Hollander 40 X 167394 0 31674 William Saelinger 40 X 114903 0 22405 Robert N Classon 40 X 115485 0 25130 851704 3224246 1138515 26 0 1 0 Sodexho Inc & Affiliates PO Box 536922 Atlanta GA 303536922 Restaurant/housekeeping 1137340 Baptist Primary Care Inc 3563 Philips Hwy Bldg A Ste 101 Jacksonville FL 32207 Hospitalist services to hospital 1070400 Crown Health Care Laundry Service Inc 1501 N Guillemard Pensacola FL 32501 Hospital laundry services 596751 Diversified Clinical Services 5220 Belfort Rd - 200 Jacksonville FL 32250 Wound care mgt. fees & services 578332 North Florida Surgeons 11945 San Jose Blvd Bld 300 Jax FL 32223 Gen surgery/ER call coverage 396152 13 0 0 0 159278 0 176 0 159454 Net patient service revenues 622000 125658983 125658983 0 0 0 0 0 0 125658983 6201852 0 0 6201852 0 0 0 0 0 0 0 0 68970 0 3541 0 65429 0 65429 0 0 65429 0 0 0 Hospital restaurant revenue 722100 414617 0 0 414617 EHR revenue - Medicaid 622000 392700 392700 0 0 Medical staff fees 622000 219893 0 0 219893 30453 0 9705 20748 1057663 133143381 126051683 9705 6922539 21350 21350 0 0 0 0 0 0 364852 182426 182426 0 0 0 0 0 34013620 32863960 1149660 0 2936016 2682051 253965 0 9078664 8805396 273268 0 2604479 2526345 78134 0 1316745 1250908 65837 0 65646 32823 32823 29460 14730 14730 0 0 0 0 0 0 0 0 0 0 5330039 5063537 266502 0 99976 49988 49988 0 20978549 20349193 629356 0 328190 317589 10601 0 0 0 0 0 2849398 2706928 142470 0 66739 42626 24113 0 0 0 0 0 83282 30731 52551 0 196921 190560 6361 0 0 0 0 0 7175251 6959993 215258 0 1030292 976717 53575 0 Provision for bad debts 17013323 17013323 0 0 System functions allocation 8176332 0 8176332 0 Assessments - indigent care, AHCA, NICA 1371294 1371294 0 0 Bond interest rate swap expense 498503 498503 0 0 167522 83761 83761 0 115796443 104034732 11761711 0 1400 1400 0 0 0 0 15257892 14924236 0 0 0 0 0 0 1590975 1345473 799614 587565 113086108 54565796 56489434 58520312 34578099 40779951 0 0 0 0 0 0 24647358 39709979 133364772 155868916 5782948 11911498 0 0 0 0 16573881 15475100 0 0 0 0 0 0 0 0 3454147 3127727 25810976 30514325 X 105850001 123111153 1703795 2216614 0 26824 107553796 125354591 133364772 155868916 X 17346938 453857 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122437 26824 27969 0 5701 0 171529 123410 0 507 0 1480 0 122437 116531 0 11518 0 4639 0 123410 125265 0 -2472 0 6262 0 116531 0.8134 0.1564 0.0302 0 1 1 0 2648060 2648060 0 64747259 24375237 40372022 0 0 0 0 0 42424249 29195952 13228297 0 3266540 994607 2271933 58520312 Advances to affiliated organizations 36991324 Interest in net assets of BHSF, Inc. 2505841 Other assets 212814 39709979 0 1997A Bonds Swap Market Value 1788947 2001 Bonds Swap Market Value 648428 Estimated third-party settlements 582733 2012A Bonds Swap Market Value 66811 2012B Bonds Swap Market Value 40808 3127727 133143381 115796443 17346938 0 0 0 0 0 0 17346938 133146922 0 0 0 0 0 133146922 0 -3541 -3541 133143381 115799984 0 0 0 3541 3541 115796443 0 0 0 115796443 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Baptist Medical Center of the Beaches, Inc.'s (BMCB) endowments are held and administered by its related fundraising, affiliated 501(c)(3) organization, Baptist Health System Foundation, Inc. Annually, 5% of the combined endowment corpus and accumulated investment earnings are available for capital projects of BMCB. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The following is Note 10, Income Taxes, included in the consolidated financial statements of the organization (all numbers in thousands): Deferred income taxes, which as of September 30, 2012 and 2011, 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, 2012 and 2011, BHS had deferred tax assets of $21,411and $15,901, respectively, relating principally to net operating loss carryovers. ASC 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. After consideration of all the evidence, both positive and negative, management determined that a $21,411 and $15,901 allowance at September 30, 2012 and 2011, respectively, was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. The change in the valuation allowance for the current year is $5,510. At September 30, 3012, BHS has available net operating loss carryforwards of $56,900, of which $466 expires at the start of fiscal year 2013. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Line 6b rental expenses included in Part VIII, Statement of Revenue, but included in expenses per audited financial statements, $3,541. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Line 6b, Rental expenses, included in Part VIII, Statement of Revenues, but recored as expenses per audited financial statements, $3,541. 1 1 1 X 1 X 1 1 1 0 1 1 5227968 0 5227968 0.0529 4967418 0 4967418 0.0503 0 0 0 0.00 0 0 10195386 0 10195386 0.1032 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21350 0 21350 0.0002 0 0 21350 0 21350 0.0002 0 0 10216736 0 10216736 0.1034 0 1190988 0 35907790 43149043 -7241253 X 1 1 1 1 Baptist Medical Center of the Beaches Inc

1350 13th Ave S Jacksonville Beach FL 32250

X X X Baptist Medical Center of the Beaches Inc 1 0 1 1 200 1 400 1 X X X X X X X X 1 1 X 1 X 1 X X X X 1 X 0 0 SchH_P01_S00_L06a Schedule H, Part I, Line 6a Baptist Health System, Inc. (BHS), the parent affiliate of Baptist Medical Center of the Beaches, Inc., prepares annually a Community Benefit report, available at BHS's website, which includes consolidated information for all of the hospital affiliates of BHS. SchH_P01_S00_L07 Schedule H, Part I, Line 7 The organization uses a cost-to-charge ratio based on its cost accounting system. SchH_P01_S00_L07g Schedule H, Part I, Line 7g Bad debt expense of $17,013,323 was included in Form 990, Part IX, Line 24, column (A), but was not included in the percentage calculations for Schedule H, Part I, Line 7, column (f), per the Form 990, Schedule H instructions. SchH_P03_S0A_L04 Schedule H, Part III, Section A, Line 4 The provision for bad debts is based on management's assessments of historical and expected net collections considering business and economic conditions, trends in healthcare coverage and other collection indicators. Accounts receivable are written off after collection effort has been followed in accordance with the organization's policies. Accounts written off as uncollectible are deducted from the allowance for uncollectible patient accounts, and subsequent recoveries are added. Periodically throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category. Bad debt expense at cost is determined by the organization's cost accounting system and cost-to-charge ratio. None of the bad debt expense at cost is included in Schedule H, Part I. SchH_P03_S0B_L08 Schedule H, Part III, Section B, Line 8 Medicare allowable costs of care based on the organization's cost-to-charge ratio and cost accounting system are used to determine the amount reported on Line 6. None of the shortfall reported on Line 7 is included in Schedule H, Part I. SchH_P03_S0C_L09b Schedule H, Part III, Section C, Line 9b Yes, the organization does have a written debt collection policy. The policy does not specifically address those patients who are known to qualify or have applied for charity care as the organization does not bill these patients. The organization's cost accounting system identifies all patients who have a pending or approved charity application. The organization would only bill the patient if, after multiple attempts to obtain any needed documentation from the patient to complete the charity approval process, the patient was noncompliant. SchH_P05_S0B_L11 Schedule H, Part V, Section B, Line 11 Credit scores and existing credit delinquencies are also factors that are used. SchH_P05_S0B_L19 Schedule H, Part V, Section B, Line 19 The organization has an automatic 40% discount for all uninsured patients. SchH_P06_S00_L02 Schedule H, Part VI, Line 2 Baptist Health System, Inc.(BHS), the parent affiliate of Baptist Medical Center of the Beaches, Inc., uses a variety of resources to asess the health care needs of the communities it serves. BHS works closely with the Health Planning Council of NE Florida which regularly collects data on the most pressing health needs in our area. We contract with the Health Planning Council to develop a "dashboard" which highlights health needs and tracks our progress in meeting those needs. BHS considers our local health departments to be important partners and we also use their needs assessment information in making decisions. BHS has a Social Responsibility and Community Health Committee that is made up of board members from across the health system (two of whom currently serve on the Baptist Medical Center of the Beaches Board of Directors) who regularly review the community benefit work of our hosptials and provides direction regarding specific areas of need. BHS has been working in collaboration with the other nonprofit health systems in Northeast Florida to complete a comprehensive community health needs assessment and implementation plan and that work will be reported on the 2012 Form 990. SchH_P06_S00_L03 Schedule H, Part VI, Line 3 At every patient access point, "Guidelines for Charity Care Eligibility" cards are provided that contains financial discount and charity care information. This includes a general chart of eligible income levels and encourages patients to speak with one of our patient financial advocates to arrange a financial evaluation. The organization sends statements to patients who have applied for charity care but have not provided all the documentation that is required to make a determination; letters are sent by the organization requesting the information to complete their application. SchH_P06_S00_L04 Schedule H, Part VI, Line 4 Baptist Medical Center of the Beaches, Inc. (BMCB) serves the communities of Mayport, Atlantic Beach, Neptune Beach, Jacksonville Beach, Ponte Vedra and South Ponte Vedra, along with areas of Jacksonville that are east of the intracoastal waterway. For purposes of community benefit, we target neighborhoods and populations with a high rate of poverty and unemployment. We work with nonprofit partners to provide access to care to vulnerable populations and work in conjunction with our faith based partners to provide screenings and education. The demographic information for BMCB is as follows: a) Service Area Population - 266,658; b) Estimated Average Household Income - $74,073; c) Families Below Poverty - 6.9%; d) Medicaid Discharges - 12%; e) Self Pay/Nonpayment Discharges - 9.5%. There is one other hospital located in this service area. There are federally-designated medically underserserved areas in this community. SchH_P06_S00_L05 Schedule H, Part VI, Line 5 Baptist Health System, Inc. (BHS) donates over one million dollars a year to nonprofit organizations that are helping meet identified community health needs. Baptist Medical Center of the Beaches, Inc. (BMCB) doctors and nurses regularly volunteer their time at organizations that provide access to care to vulnerable populations across our community. Several areas in the beaches community are high need -- in particular the "hill" area of Jacksonville Beach and Mayport. We focus a large amount of effort in those communities from funding clinics that provide healthcare to the homeless; to working with nonprofits that provide nutrition and education to poor families; and working with our faith based partners at the beach to reach people who are truly in need. The Players Center for Child Health provides a multitude of programming for children and families from bicycle safety to drowning prevention programs and from vaccinations to education on nutrition and preventing childhood obesity. BHS participates in over one hundred health fairs each year. Some of the improvements using surplus funds included installation of EMR (electronic medical records) for BHS hospitals to improve operating efficiency and patient care, $6.4 million, opening of a new medical office building at the organization's campus with a new surgery center, $12 million, purchase of a DaVinci Surgical Robot to improve patient outcomes, $1.6 million, and redesignation as a Magnet Health System by the American Nurses Credentialing Center. Magnet is considered the gold standard among healthcare organizations for quality patient care and innovations in professional nursing practice. A majority of BMCB Board of Directors are individuals who reside in its primary service area and are not employees, independent contractors or family members thereof. BMCB extends medical staff privileges to all qualified physicians in the community. SchH_P06_S00_L06 Schedule H, Part VI, Line 6 Baptist Health System, Inc. (BHS) is the parent affiliate of Baptist Medical Center of the Beaches, Inc. (BMCB). The Social Responsibility and Community Health team at BHS coordinate the funding of nonprofit partners for BMCB and work with our employees in facilitating volunteer opportunities across our community. Two members of the BMCB board of directors also serve on the Social Responsibility and Community Health Committee. BMCB works closely with a number of nonprofit partners to meet the community health needs in our beaches neighborhoods. SchH_P06_S00_L07 Schedule H, Part VI, Line 7 Baptist Health System, Inc. (BHS), parent affiliate of Baptist Medical Center of the Beaches, Inc. and its related affiliates, are located within the Northeast Florida quadrant. An annual Community Benefit Report is published and available on the e-baptisthealth.com website. 1 X SchI_P01_S00_L02 Schedule I, Part I, Line 2 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 0 1 0 0 0 0 0 0 0 A Hugh Greene 0 738913 0 244256 0 30000 0 434970 0 13955 0 1462094 0 0 John F Wilbanks 0 419938 0 125720 0 15000 0 189487 0 12424 0 762569 0 0 Joseph M Mitrick 147577 170469 37000 0 5000 5385 67924 3096 9379 10118 266880 189068 0 0 Harvey Granger 0 337996 0 88902 0 15000 0 170655 0 18965 0 631518 0 0 Michael Lukaszewski 0 414541 0 101025 0 117309 0 4287 0 13125 0 650287 0 102309 Anna M Hollander 153644 0 13750 0 0 0 20833 0 10841 0 199068 0 0 0 Edward H Sim 115724 119317 0 61000 5385 4615 5817 38529 9434 8088 136360 231549 0 0 Kathleen Murray 14818 177847 0 26992 769 9231 0 16122 487 5845 16074 236037 0 0 SchJ_P01_S00_L03 Schedule J, Part I, Line 3 See explanation in Sch. O, for Form 990, Part IV, Section B, Line 15. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Baptist Health System, Inc. (BHS), parent affiliate of Baptist Medical Center of the Beaches, Inc. (BMCB), 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 fiscal year 2012: A. Hugh Greene, $401,716, John F. Wilbanks, $158,534, Harvey Granger, $139,082, Joseph M. Mitrick, $38,426, and Edward H. Sim, $33,184. These amounts are included in Schedule J, Part II, Column (c) for each of the listed individuals. Jacksonville Health Facilities Authority Var Rate Hospital Rev Refunding Notes Series 2007 CDE 2011-12-01 11451000 Refund Series 2007 CDE bonds 0 0 0 2356750 0 11451000 0 0 9094250 29846 0 0 0 0 0 2007 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 UBS and Wells Fargo 16.1 0 0 0 0 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The organization has a sole corporate member, Baptist Health System, Inc., whose Board of Directors elects the members of the organization's governing body. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The Board of Directors of Baptist Health System, Inc., the sole corporate member of the organization, elects the members of the governing body of the organization. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b While the organization's governing body did not review the Form 990, the Board of Directors of Baptist Health System, Inc., the sole corporate member of the organization, was provided the organization's entire Form 990 prior to its filing via a link to a password-protected website. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c 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. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 In accordance with the Executive Compensation policy of Baptist Health System, Inc. (BHS), the organization's sole member, 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 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 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 guidestar.org. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrestricted net assets: (1) contributions for the purchase of property, plant, and equipment, $18,650, (2) unrealized loss on interest rate swap agreements, ($107,619), (3) other, $3,183; Temporararily restricted net assets: (1) restricted contributions, $490,615, (2) investment gains, $22,789, (3) transfers of investment gains from permanently restricted net assets, $5,180, (4) net assets released from restrictions, ($5,765); Permanently restricted net assets: (1) contributions, $26,824, (2) investment gains, $5,180, and (3) transfers of investment gains to temporarily restricted net assets, ($5,180). Southern Baptist Hospital of Florida Inc 800 Prudential Dr Jacksonville FL 32207 590747311 501(c)(3) charitable hospital FL 501(c)(3) 3 Baptist Health System Inc 0 Baptist Health System Inc 800 Prudential Dr Jacksonville FL 32207 592487136 Management assistance FL 501(c)(3) 11a N/A 0 Baptist Medical Center of Nassau Inc 1250 S 18th St Fernandina Beach FL 32034 593234721 501(c)(3) charitable hospital FL 501(c)(3) 3 Baptist Health System Inc 0 Baptist Health System Foundation Inc 841 Prudential Drive Aetna Bldg - 13th floor Jacksonville FL 32207 592487135 Fundraising activities to support hospital operations. FL 501(c)(3) 7 Baptist Health System Inc 0 Baptist Health Properties Inc 800 Prudential Dr Jacksonville FL 32207 592487133 Real estate and property management for hospital. FL 501(c)(3) 11a Baptist Health System Inc 0 Baptist Health Ambulatory Services Inc 800 Prudential Dr Jacksonville FL 32207 593410739 Cancer research and education FL 501(c)(3) 11a Baptist Health System Inc 0 Pavilion Health Services Inc 3563 Philips Hwy Bld F Ste 608 Jacksonville FL 32207 592059710 Physician practices/retail pharmacies FL N/A C 0 0 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1