2012-11-13T16:24:44-06:00 2011-12-31 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BLVD SUITE 1000 ATLANTA GA 30308 990 2011-01-01 590594631 South Florida Baptist Hospital Inc % Cathy Yoder SOUT 8137571245 301 North Alexander Street Plant City FL 33566 CATHY YODER 2012-11-08 4048748300 2011 2016-02-24 21:20:13Z Stephen Nierman 301 N Alexander Street Plant City FL 33566 201525840 false X www.sjbhealth.org X 1945 FL South Florida Baptist Hospital will improve the health of all we serve through community-owned health care services that set the standard for high quality, compassionate care. 21 19 819 200 1787 708 277181 341958 90443581 89672330 3481031 4640408 590558 586870 94792351 95241566 0 2250 0 0 38423208 38904374 0 0 0 50294895 49447464 88718103 88354088 6074248 6887478 134742319 136639761 47699211 50339510 87043108 86300251 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 76425816 2250 89730279 South Florida Baptist Hospital (SFBH) is a full-service 147-bed community hospital. During 2011, SFBH provided inpatient care to 6,013 patients, treated 42,992 patients in the emergency department, and delivered 326 babies. Through efforts of the medical assistance program and the hospital's charity care program SFBH saw a net community benefit expense of $10.8 million. The hospital also provided other community services totaling more than $990 thousand. Some of the programs included Relay for Life, Faith Community Nursing, and San Jose Mission. Refer to Schedule H for additional information. 76425816 true true false true false false false false false false true true false false true false false true false false true false false true true false true true true false true false false false false false false false true false false false false false true true true false false true 142 0 819 true false false false false false false false false false false X 21 19 true false false false true true true true true false false true true true true true true true true true true X Cathy Yoder 8138704235 301 N Alexander St Plant City FL 33566 X MARY ARGHITTU 1.0 X 0 0 0 MICHAEL BOOHER 1.0 X 0 0 0 JOHN BORRECA 1.0 X X 0 0 0 STEPHEN BUCKLEY 1.0 X 0 0 0 DONNA JORDAN 1.0 X 0 0 0 CAROLYN MCMULLEN 1.0 X 0 0 0 WALWIN METZGER 1.0 X 0 0 0 DOMENICK REINA 1.0 X 0 0 0 BRUCE RODWELL 1.0 X X 0 0 0 GLADYS SHARKEY 1.0 X 0 0 0 STEVE SMITH 1.0 X 0 0 0 DAVID STAMPS 1.0 X 0 0 0 WILLIAM WEST 1.0 X 0 0 0 ALBERT WHITAKER 1.0 X 0 0 0 LEE KIRKMAN 1.0 X 0 493379 33672 ISAAC MALLAH 1.0 X X 0 1408306 30022 DEBORAH COAKLEY 1.0 X 0 0 0 RICK COLON 1.0 X 0 0 0 GENE MARSHALL 1.0 X 0 0 0 WINNIE MARVEL 1.0 X 0 0 0 ERIC OBECK 1.0 X 0 0 0 BRENDA BALICKI 1.0 X 0 61197 6747 CATHY YODER 1.0 X 0 357466 40358 KAREN KERR 45.0 X 155202 0 16863 JACQUES VASCONCELLOS 45.0 X 153494 0 15888 STEPHEN NIERMAN 1.0 X 0 282087 59634 KHAMWATIE SINGH 45.0 X 148081 0 16227 MERCY NINAN 45.0 X 147152 0 11040 DARLENE SMITH 45.0 X 146316 0 12171 ROBERT KAUFFMAN 45.0 X 132768 0 16670 DONNA WASHBURN 45.0 X 116197 0 12340 999210 2602435 271632 23 false true false LOCKWOOD STEELY MDS PA 301 ALEXANDER ST PLANT CITY FL 33566 ANESTHESIOLOGY SVCS 560193 BAY LINEN INC 11525 47TH ST NORTH CLEARWATER FL 33762 LAUNDRY SERVICES 498689 ADVANCED CARE HOSPITALISTS 17913 BAHAMA ISLE DR TAMPA FL 33647 Physician Services 289562 FLORIDA GASTROENTEROLOGY ASSOC 508 N ALEXANDER STREET PLANT CITY FL 33563 PHYSICIAN SERVICES 279243 HHA SERVICES INC 22622 HARPER AVE ST CLAIR SHORES MI 48080 FOOD & FACILITY MGMT 238452 14 305167 36791 341958 HOSPITAL PATIENT CARE 621999 47709888 47709888 MEDICARE/MEDICAID NET REVENUE 621999 41962442 41962442 89672330 2201851 2201851 0 0 56979 56979 56979 56979 108687346 11200 106259989 2427357 11200 2438557 2438557 43140 24285 18855 18855 0 0 CAFETERIA 722210 453087 453087 MISCELLANEOUS 621999 57949 56162 1787 511036 95241566 89728492 1787 5169329 2250 2250 0 0 0 341447 341447 0 32270728 32061929 208799 1069841 1062919 6922 2913138 2894289 18849 2309220 2277666 31554 0 48989 48989 0 0 0 274974 274974 3933597 3808023 125574 434405 434342 63 1519603 659600 860003 65254 60284 4970 0 1715325 1694371 20954 46292 3616 42676 0 0 1110757 1110757 0 6341511 6327315 14196 1120244 1120244 MEDICAL SUPPLIES 11707646 11707587 59 MANAGEMENT FEES 8662441 8662441 BAD DEBT EXPENSE 8253789 8253789 PURCHASED SERVICES 1730642 1716812 13830 2481995 2350267 131728 88354088 76425816 11928272 0 139521 3117743 0 0 0 0 9688792 9983450 0 0 0 0 510531 562782 1774880 1805657 794968 698711 89107373 51436262 39598761 37671111 43232978 41051706 31838733 35190457 6149893 5841159 0 0 1013262 716985 134742319 136639761 5309386 5117181 0 0 440222 669882 0 0 0 0 0 0 0 0 0 0 41949603 44552447 47699211 50339510 X 84006328 83450250 3036780 2850001 0 0 87043108 86300251 134742319 136639761 X 6887478 -7630335 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 19 19 false false PART II-B, Line 1i Dues were paid to the Florida Hospital Association, the association uses a portion of the dues to conduct lobbying activities. 2623039 2623039 54560399 27487751 27072648 59922 32957 26965 31496869 23915553 7581316 367143 0 367143 37671111 HARBORVEST FUND 2296246 C MREP 148698 C PARK STREET 10602 C OAKTREE CAPITAL MGMT 3608431 F LSV EMERGING MARKETS 2603975 F MONDRIAN INT'L SMALL CAP 2963741 F BLACKSTONE 4542592 F CLARION LION 1917946 F SCHRODER 903535 F FRANKLIN TEMPLETON 3354301 F NTGI 12840390 F 35190457 0 DUE TO AFFILIATES 37682076 ESTIMATED THIRD PARTY SETTLEMENTS 6407022 ASSET RETIREMENT OBLIGATION LT 463349 44552447 95241566 88354088 6887478 -3006776 -4624559 -7631335 -743857 89271330 -3006776 -3006776 92278106 2963460 2963460 95241566 88026398 88026398 327690 327690 88354088 Schedule D Supplemental Information Schedule D, Part XI, Line 8 Change in interest in foundation ($106,019) Contributions in net assets ($341,958) Unrealized loss on swaps ($2,187,793) Funds Transfer per JOA Agreement ($2,066,000) Change in temporarily restricted net assets $78,211 Rounding ($1,000) Total ($4,624,559) Schedule D, Part XII, Line 4b Revenues netted with expenses $327,690 Contributions in net assets $341,958 Change in Foundation $106,019 Unrealized loss on swaps $2,187,793 Total $2,963,460 Schedule D, Part XIII, Line 4b Revenues netted with expenses $327,690 Central America and the Caribbean Investments 8004000 East Asia and the Pacific Investments 2891000 Europe (including Iceland and Greenland) Investments 6466000 Middle East and North Africa Investments 52000 North America Investments 166000 Russia and the Newly Independent States Investments 63000 South America Investments 465000 South Asia Investments 18000 Sub-Saharan Africa Investments 15000 18140000 18140000 false false false false false false GOLF TOURNAMENT 43140 43140 3334 6192 1057 13702 0 43140 43140 3334 6192 1057 13702 24285 18855 true true X true X 250. false true true false true true 1 7240 4382199 219850 4162349 0.05200 1 19057 15635663 10826696 4808968 0.06000 1 3886 3635129 1848577 1786552 0.02230 3 30183 23652991 12895123 10757869 0.13430 16 4862 116465 3820 112645 0.00140 12 279 858828 858828 0.01070 11 3218 21063 300 20763 0.00030 39 8359 996356 4120 992236 0.01240 42 38542 24649347 12899243 11750105 0.14670 true 8253789 4395079 17028195 17968188 -939993 X true true 1 1 SOUTH FLORIDA BAPTIST HOSPITAL INC

301 NORTH ALEXANDER STREET PLANT CITY FL 33566

X X X SOUTH FLORIDA BAPTIST HOSPITAL INC 1 true true 250. false true X X X X X X X true true X X X X true X X true X X X X X X true X false false 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 N/A - The Community Benefit Report is available to the public. 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 $8,253,789 was included on form 990, Part IX, Line 25, Column (a), but subtracted for purposes of calculating the percentage in this column. Part III Line 4 The organization's financial statements do not include a footnote directly on bad debt expense. 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. 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. Line 7 Surplus or (Shortfall) ($939,993) Additional non-allowable costs and unpaid/non-reimbursed coinsurance/deductibles ($1,577,735) Total Surplus or (Shortfall) ($2,517,728) Part III Line 9b Patients who are unable to pay are encouraged by BayCare Health System representatives, via personal interviews, signage, patient billing mailers, 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 would be written off completely to charity and not billed to the patients Part V Section B Line 10 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 V Section B Line 19d 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 their account balance is written off 100% to charity write-offs and are no longer billed for services provided. 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 need in the communities it serves. 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 mailers 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. 4 - Community information South Florida Baptist Hospital is in a rural setting serving parts of Hillsborough and Polk counties. The average income falls above the state average and below the national average. The population served is predominantly Caucasian and high-school or higher educated. Hispanics are the second largest ethnic group representing 18% of the population and 10% of households are below poverty level. 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 13% 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 9% in the next 5 years. This is twice the expected growth rate for the United States. The fastest growing population segment is age 55+ with a growth rate of 38%. The community experiences higher incidence rates compared to the state of Florida in the following areas: coronary heart disease, prostate cancer, breast cancer, melanoma, cervical cancer, colorectal cancer, lung cancer, post-neonatal death, adult smokers, HIV cases, AIDs cases, HIV/AIDS deaths, asthma hospitalization, sexually transmitted diseases, domestic violence and linguistically isolated population. Based on Florida inpatient discharge data for the period of 07/01/10-06/30/11, the payor mix for the geographic area consists of 42.2% Medicare/Medicare HMO, 19.2% Medicaid/Medicaid HMO, 27.2% Commercial Insurance, 6.3% Self-pay, and 5.1% Other. 5 - Promotion of community health South Florida Baptist Hospital 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 and obstetrics. While much has changed during the past 55 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 107 community health improvement events in 2011, which includes health screenings, physician lectures, support groups, health fairs and mobile clinics. More than $992,236 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. South Florida Baptist Hospital partnered with the American Cancer Society to sponsor Plant City's 8th Annual "Relay for Life" event (an event to raise money to fight cancer and provide services to cancer patients and their families). All proceeds from the event will be used to provide educational and patient services in the Plant City community, as well as critical dollars used to fund cancer research. This event was Relay for Life's was the state's second largest grossing event. 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 2011, this program included more than 40 nurses working in partnerships with 18 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 touched the lives of more than 11,000 people. 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 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. 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 participated in 107 events and programs in 2011 and was able to promote better health to more than 4,838 people. 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 Ikon 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 2011 included CPR and First Aid, Germ-Busters (hand hygiene program), Safety education games for children, Safe Sitter classes, Cholesterol, glucose and blood pressure screening, osteoporosis screening, skin cancer screenings, Diabetes education for adults and children, and nutrition education for children. Community Health also participated in coordinating the Ladies Night Out seminars that hosted over 220 participants. Through a partnership with Hillsborough County Schools, Community Health helped facilitate over 3,400 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. 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 2011, the hospital attained state license for Level I Cardiovascular Services with the first stent procedure performed in August. It also launched Plant City's first robotic-assisted surgical program, opened a new Cancer Resource Center, added a Bariatric Surgical Services program and opened new dedicated space for Children's Rehabilitation Services. 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 Diabetes Management provides a support group for people with diabetes, their families and friends. The series covers important topics and open discussion is encouraged. Participants may take any or all of the sessions, and can come early to have their weight and blood pressure checked. Lectures include: " What is Diabetes? " Diabetes nutrition " Diabetes exercise " Diabetes medications " Diabetes relationships - a discussion of how food, medications and exercise work together; includes monitoring blood glucose and actions to take when people with diabetes are sick " Sequelae - an explanation of the advantages of controlling diabetes Women's Care As a comprehensive outreach program for women's health concerns, FOCUS provides many services for high-risk, underserved and underinsured women. In 2011, FOCUS provided counseling along with 200 free pregnancy tests. Educational presentations included information on services, transportation, prenatal care, baby care, sexually transmitted diseases, nutrition, self-esteem, early pregnancy, breastfeeding, sibling classes, grandparent classes and prenatal classes. 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. Cancer Resource Center South Florida Baptist Hospital opened its new Cancer Resource Center Aug. 15, 2011. Located directly behind the hospital at 1708 Palmetto Ave., Plant City, the Cancer Resource Center works to improve cancer patients' quality of life in several ways: " By providing information about free programs and services; " By providing gift items, such as wigs, hats, turbans, scarves, bras and brea 6 - Affiliated health care system South Florida Baptist Hospital is part of BayCare Health System, a leading, community-based health system in the Tampa Bay area with 19,600 employees, 10 not-for-profit hospitals, 17 outpatient centers, and a complete range of services, such as imaging, lab, behavioral health, and home care. 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, and St. Joseph's Hospital-North. St. Joseph's hospitals operate as one entity and file one Form 990. BayCare was founded in 1997 when the area's top not-for-profit hospitals came together united by a common mission to improve the health of their communities and continue caring for all patients regardless of their ability to pay. In 2011, BayCare provided $167 million in community benefits, which included $77.9 million in traditional charity care, $77.6 million in Medicaid and other means-tested programs, and $11.8 million in unbilled community services. In addition to charity care, BayCare's financial stability and centralization of shared services in finance, information technology, and human resources strengthens each hospital's ability to allocate resources to help meet the needs of their communities. BayCare's hospitals are located in three geographic regions, each with their own Boards of local leadership focused on their community's specific needs. Recognizing the need for mental health services, BayCare continues to be the largest, not-for-profit provider of behavioral health services in west central Florida. BayCare Behavioral Health offers inpatient, outpatient, in-home treatment, support group and case management services. BayCare's designated Baker Act-receiving facilities in Hillsborough, Pinellas, and Pasco counties provide inpatient crisis stabilization and partial hospitalization programs as part of the continuum of mental health care. BayCare is the only organization in the Tampa Bay area that operates dedicated psychiatric emergency rooms at each of its hospital-based, Baker Act facilities. In Hillsborough County, St. Joseph's prepared in 2011 to open a 45,000-square-foot behavioral health facility as the only private, freestanding, inpatient psychiatric Baker Act receiving hospital in the county. Earlier that year, the Tampa Bay Partnership, a regional research and education foundation, published a report that noted the area's suicide rate was statistically higher than state and national rates. St. Joseph's also began admitting mothers and babies to a new 125,000-square-foot, five-story tower with 64 neonatal intensive care unit suites, one floor exclusively for new mothers and one floor for medical/surgical patients. The Tampa Bay region has a high infant mortality rate, according to the partnership's report. In north Pinellas County, Morton Plant opened a new, four-story pavilion that expanded cancer, imaging and patient support services. The report noted that the region's mortality rate due to cancer was higher than Florida's rate. In south Pinellas County, St. Anthony's identified a growing need for emergency services in its local community. As a result, the hospital expanded its current facilities with a new, 105,000-square-foot Emergency Center and Patient Care Tower. BayCare also meets the needs of the community by being one of the largest employers in the Tampa Bay region. In 2011, BayCare added 1,000 new employees during a tough economy when unemployment rates in other areas remained high. The community also benefits from BayCare's comprehensive network, which provides increased access to services, such as emergency care, outpatient and home care. In 2011, BayCare HomeCare provided 625,000 home health visits, helping patients leave the hospital sooner and recover at home where they are more comfortable. BayCare also meets the needs of the community by helping its hospitals continue evolving to keep pace with changes in the health care industry and new technologies. In 2011, BayCare continued developing a clinically integrated network in the Tampa Bay area. This new, physician-led organization puts more emphasis on prevention, early detection and disease management by creating a flexible model of care that better aligns physicians with BayCare's resources. In addition, BayCare successfully completed the second phase of its system-wide implementation of an electronic medical record (EMR). With the completion of this phase in 2011, every hospital in BayCare now documents clinical information in a system-wide EMR, providing the entire health team with real-time, electronic access to patient information. In 2011, BayCare hosted its sixth annual and largest Quality Sharing Day event, with more than 500 employees taking part in a full day of learning about best practices from Six Sigma and performance improvement projects. In 2011, BayCare had 193 Six Sigma and performance improvement projects championed by employees throughout the health system. BayCare currently has 31 certified Six Sigma Black Belts and 57 certified Green Belts. Since BayCare began its Six Sigma program in 2004, more than 5,400 employees have participated in performance improvement projects that have helped drive process efficiency and cost savings throughout its hospitals and facilities. As part of its commitment to the community, BayCare collaborates with Hillsborough Community College, University of Tampa, St. Petersburg College, Pasco Hernando Community College and the Pinellas Technical Education Center to help educate future nurses and health care professionals. BayCare also continues to support other organizations committed to improving the health of the community. These organizations include the American Heart Association (Greater Southeast Affiliate), Susan G. Komen for the Cure (Florida Suncoast Affiliate), and the Tampa Bay Partnership: ONE BAY Healthy Communities. 7 - State filing N/A true South Florida Baptist Hospital Foundation Inc 301 North Alexander Street Plant City FL 33563 650598653 501c3 44950 General Support 1 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants 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 occured. false true false false false false false true false KAREN KERR 131389 0 13824 0 9989 0 7502 0 9361 0 172065 0 0 0 JACQUES VASCONCELLOS 130256 0 15006 0 8232 0 4507 0 11381 0 169382 0 0 0 STEPHEN NIERMAN 0 212864 0 59926 0 9297 0 50208 0 9426 0 341721 0 0 KHAMWATIE SINGH 143127 0 4872 0 82 0 8716 0 7511 0 164308 0 0 0 MERCY NINAN 136546 0 10164 0 442 0 7294 0 3746 0 158192 0 0 0 DARLENE SMITH 138930 0 3623 0 3763 0 2999 0 9172 0 158487 0 0 0 LEE KIRKMAN 0 424543 0 65272 0 3564 0 21610 0 12062 0 527051 0 0 ISAAC MALLAH 0 758264 0 318624 0 331418 0 21610 0 8412 0 1438328 0 130088 CATHY YODER 0 246914 0 74806 0 35746 0 36455 0 3903 0 397824 0 0 Supplemental Compensation Information Part I, Line 3 The filing organization does not use any of the options listed in Schedule J, 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 Isaac Mallah - Participated in a supplemental nonqualified deferred compensation plan. He became 100% vested in his benefits in 2011. He had $275,389 in benefits vest in 2011. This amount is included in Part II (B)(iii) other compensation. The plan made cash distribution of $100,379 in 2011. Cathy Yoder - Participated in a supplemental nonqualified deferred compensation plan. She had $25,841 in benefits vest in 2011. This amount is included in Part II (B)(iii) other compensation. She had $24,417 of nonvested benefits accrue during 2011. This amount is included in Part II Column C. The plan made cash distribution of $9,419 in 2011. Supplemental Compensation Information Part I, Line 7 80 percent of the incentive compensation for which an individual is eligible would be considered fixed based on the instructions. 20 percent would be considered non-fixed and is based on the discretion of the employee's immediate supervisor. MFP Inc DBA Financial Credit Servi See Part V 118810 Collection Services false Schedule L, Part V Isaac Mallah is a trustee of the filing organization as well as a board member of MFP, Inc. Part VI Part VI, Line 2 - Description of Family or Business Relationship Lee Kirkman, Isaac Mallah and Cathy Yoder 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 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 Catholic Health East 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. A final copy of the Form 990 was reviewed by a subcommittee of the Board of Directors. Prior to filing with the IRS, a final copy of the Form 990 will be made available 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 and Part VII 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 Administrative Officer & CFO, 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 2011, 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. Form 990, Part VII, Section A, Column B - Estimated hours worked by officers, directors, trustees, key employees, and highest compensated employees at related entities: Albert Whitaker - BayCare Health System, Inc. - 1 Albert Whitaker - St. Joseph's Health Care Center, Inc. - 1 Albert Whitaker - St. Joseph's Hospital, Inc. - 1 Brenda Balicki - Franciscan Properties, Inc. - 1 Brenda Balicki - St. Joseph's Health Care Center, Inc. - 1 Brenda Balicki - St. Joseph's Hospital, Inc. - 45 Bruce Rodwell - BayCare Health System, Inc. - 1 Bruce Rodwell - St. Joseph's Health Care Center, Inc. - 1 Bruce Rodwell - St. Joseph's Hospital, Inc. - 1 Carolyn Mcmullen - St. Joseph's Health Care Center, Inc. - 1 Carolyn Mcmullen - St. Joseph's Hospital, Inc. - 1 Cathy Yoder - Franciscan Properties, Inc. - 1 Cathy Yoder - John Knox Village of Tampa Bay, Inc. - 1 Cathy Yoder - San Damiano Enterprises, Inc. - 1 Cathy Yoder - St. Joseph's Ancillary Services, Inc. - 1 Cathy Yoder - St. Joseph's Community Care, Inc. - 1 Cathy Yoder - St. Joseph's Health Care Center, Inc. - 45 Cathy Yoder - St. Joseph's Hospital, Inc. - 1 David Stamps - St. Joseph's Health Care Center, Inc. - 1 David Stamps - St. Joseph's Hospital, Inc. - 1 Deborah Coakley - St. Anthony's Hospital, Inc. - 1 Deborah Coakley - St. Joseph's Health Care Center, Inc. - 1 Deborah Coakley - St. Joseph's Hospital, Inc. - 1 Domenick Reina - St. Joseph's Health Care Center, Inc. - 1 Domenick Reina - St. Joseph's Hospital, Inc. - 1 Donna Jordan - St. Joseph's Health Care Center, Inc. - 1 Donna Jordan - St. Joseph's Hospital, Inc. - 1 Eric Obeck - St. Joseph's Health Care Center, Inc. - 1 Eric Obeck - St. Joseph's Hospital, Inc. - 1 Gene Marshall - St. Joseph's Health Care Center, Inc. - 1 Gene Marshall - St. Joseph's Hospital, Inc. - 1 Gladys Sharkey - BayCare Health System, Inc. - 1 Gladys Sharkey - St. Anthony's Hospital, Inc. - 1 Gladys Sharkey - St. Joseph's Health Care Center, Inc. - 1 Gladys Sharkey - St. Joseph's Hospital, Inc. - 1 Isaac Mallah - Franciscan Properties, Inc. - 1 Isaac Mallah - John Knox Village of Tampa Bay, Inc. - 1 Isaac Mallah - San Damiano Enterprises, Inc. - 1 Isaac Mallah - St. Joseph's Ancillary Services, Inc. - 1 Isaac Mallah - St. Joseph's Community Care, Inc. - 1 Isaac Mallah - St. Joseph's Health Care Center, Inc. - 45 Isaac Mallah - St. Joseph's Hospital Foundation, Inc. - 1 Isaac Mallah - St. Joseph's Hospital, Inc. - 1 John Borreca - BayCare Health System, Inc. - 1 John Borreca - St. Joseph's Health Care Center, Inc. - 1 John Borreca - St. Joseph's Hospital, Inc. - 1 Lee Kirkman - St. Joseph's Health Care Center, Inc. - 1 Lee Kirkman - St. Joseph's Hospital, Inc. - 1 Mary Arghittu - BayCare Health System, Inc. - 1 Mary Arghittu - John Knox Village of Tampa Bay, Inc. - 1 Mary Arghittu - St. Joseph's Health Care Center, Inc. - 1 Mary Arghittu - St. Joseph's Hospital, Inc. - 1 Michael Booher - St. Joseph's Health Care Center, Inc. - 1 Michael Booher - St. Joseph's Hospital, Inc. - 1 Rick Colon - St. Joseph's Health Care Center, Inc. - 1 Rick Colon - St. Joseph's Hospital, Inc. - 1 Stephen Buckley - St. Joseph's Health Care Center, Inc. - 1 Stephen Buckley - St. Joseph's Hospital, Inc. - 1 Steve Smith - St. Joseph's Health Care Center, Inc. - 1 Steve Smith - St. Joseph's Hospital, Inc. - 1 Walwin Metzger - St. Joseph's Health Care Center, Inc. - 1 Walwin Metzger - St. Joseph's Hospital, Inc. - 1 William West - BayCare Health System, Inc. - 1 William West - St. Joseph's Health Care Center, Inc. - 1 William West - St. Joseph's Hospital, Inc. - 1 Winnie Marvel - St. Joseph's Health Care Center, Inc. - 1 Winnie Marvel - St. Joseph's Hospital, Inc. - 1 Part XI, Line 5 Other changes in net assets Unrealized losses on investments ($3,006,776) Change in net assets of foundation ($106,019) Funds Transfer per JOA Agreement ($2,066,000) Unrealized losses on swaps ($2,187,793) Contributions in income, not on books ($341,958) Change in temporarily restricted net assets $78,211 Total ($7,630,335) BayCare Health System Inc 16255 Bay Vista Drive Clearwater FL 33760 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 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 Hospital Inc 3001 W Dr Martin Luther King Jr Bl Tampa FL 33607 590774199 Health srvcs FL 501(c)(3) 3 NA true SAN DAMIANO ENTERPRISES INC 3001 W DR MARTIN LUTHER KING JR BL TAMPA FL 33607 592822514 HEALTH INVEST FL 501(c)(3) 11B SJHCC true FRANCISCAN PROPERTIES 3001 W DR MARTIN LUTHER KING JR BL TAMPA FL 33607 592822519 SUPPORTS SJH FL 501(c)(3) 11B SJHCC true JOHN KNOX VILLIAGE OF TAMPA BAY INC 4100 FLETCHER AVENUE TAMPA FL 33613 581377711 RETIRE CMMNTY FL 501(c)(3) 9 SJHCC true ST JOSEPH'S HOSPITAL OF TAMPA FOUND 3001 W DR MARTIN LUTHER KING TAMPA FL 33607 591100828 FUNDRAISING FL 501(c)(3) 11C SJHCC true ST JOSEPH'S ANCILLARY SERVICES INC 3001 W DR MARTIN LUTHER KING JR BL TAMPA FL 33607 592795925 HEALTH PROMO FL 501(c)(3) 11B SJHCC true ST JOSEPH'S COMMUNITY CARE INC 3001 W DR MARTIN LUTHER KING BLVD TAMPA FL 33607 593152608 MEDICAL ASST FL 501(c)(3) 11B 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 Healthpoint Management Services Inc 4902 Eisenhower Blvd Suite 300 Tampa FL 33634 650645457 Billing/Mgmt FL na C corp Healthpoint Medical Group Inc 4902 Eisenhower Blvd Suite 300 Tampa FL 33634 593244268 PHYSICIAN GROUP FL na C corp St Joseph's Physicians-Healthcenter Org 3001 W Dr Martin Luther King Jr Blv Tampa FL 33607 592820509 Holding company FL na C corp St Joseph's Preferred Inc 3001 W Dr Martin Luther King Jr Blv Tampa FL 33607 593055643 Provider network FL na C corp false false true true false true false false false true false true false true false false true true St Joseph's Hospital Inc l 176650 FMV St Joseph's Health Care Center Inc l 1591104 FMV St Joseph's Hospital Inc n 180609 FMV Franciscan Properties Inc r 176650 FMV St Joseph's Health Care Center Inc r 99514 FMV St Joseph's Hospital Inc r 226436 FMV