2011-08-11T11:53:00-07:00 2010-09-30 990 2009-10-01 592980620 Baptist Medical Center of the Beaches Inc BAPT 9042021797 3563 Philips Hwy Bldg A Suite 106 Attn Mike Lee Jacksonville FL 32207 Mike Lukaszewski 9042022852 2011-08-11 2009 2016-02-24 21:20:13Z BMC Beaches A Hugh Greene 800 Prudential Dr Jacksonville FL 32207 119696745 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. 13 10 1180 195 19611 0 308726 115422 108757169 116349213 1413332 2641789 -252765 587571 110226462 119693995 20684 23764 0 0 45489264 48317287 0 0 0 55672052 60706167 101182000 109047218 9044462 10646777 123825279 132958071 34093867 32184340 89731412 100773731 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 100063336 23764 119693995 Health Care Delivery & Management: Baptist Medical Center Beaches (BMCB) provides Jacksonville's thriving beach communities with a comprehensive range of high-tech health care services close to home. 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) six state-of-the-art operating suites and three 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. BMCB is committed to improving the lives of everyone, regardless of their ability to pay. BMCB is one of four licensed hospitals of Baptist Health System, Inc., the region's only community-owned, faith-based healthcare system. Statistics: 7,663 admissions (8.9% increase over prior fiscal year) accounting for 32,395 patient days of service, and 36,659 emergency room visits. Uncompensated Care and Community Benefit: Baptist Medical Center of the Beaches (BMCB) provided the following Uncompensated Care and Community Benefit for the fiscal year ended September 30, 2010: (1) Charity care, $3.9 million, (2) Unreimbursed Medicaid Cost, $4.4 million, (3) Unreimbursed Medicare Cost, $7.7 million, (4) specific community programs, $24 thousand, and (5) Unreimbursed Bad Debt Expense, $1.3 million, for a total of $17.3 million of uncompensated care and community benefit. BMCB's primary focus is addressing unmet health needs, particularly among vulnerable populations who have limited resources and access to health care. BMCB has gone above and beyond the delivery of essential health care to improve the lives of individuals and the quality of life in our region. Its community health efforts are guided by Baptist Health's Community Health Committee. This committee provides strategic direction related to our community health activities and ensures focus on key priorities that align with Baptist Health's mission. A cornerstone of our committment to the community is caring for the health of vulnerable, uninsured and underserved people among us. Through its affiliated hospital, Southern Baptist Hospital of Florida, Inc., charitable contributions to the BMCB's community included $15,000 to the Mission House Clinic, which provides medical assistance to uninsured, disadvantaged individuals in the community, and $15,000 to the Sulzbacher Clinic, which provides shelter and food for the homeless in the community. 0 0 0 n/a 0 0 0 n/a 0 0 0 100063336 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 61 0 1180 1 0 0 0 0 0 0 0 0 0 13 10 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Scott Finnegan 9042023270 3563 Philips Hwy Bld A Ste 608 Jacksonville FL 32207 John K Anderson Jr 2 X X 0 0 0 William R Wainwright MD 2 X X 0 0 0 A Hugh Greene 0 X X 0 1061640 312797 Ernest P Bono Sr 2 X X 0 0 0 Sonny Bhikha 2 X 0 0 0 Don Chao 2 X 0 0 0 Sam Christian MD 2 X 0 0 0 Howard C Serkin 2 X 0 0 0 Marilyn McAfee 2 X 0 0 0 Carol C Thompson 2 X 0 1778 8964 Peter Ghiloni 2 X 0 0 0 Nathaniel Herring 2 X 0 0 0 Nancy Broner 2 X 0 0 0 John F Wilbanks 0 X 0 597690 132026 Harvey Granger 0 X 0 479343 129232 Edward H Sim 40 X 229228 17703 36812 Mark F Slyter 40 X 42044 0 9446 Michael Lukaszewski 0 X 0 3798767 39987 Anna M Hollander 40 X 171198 0 25763 Elizabeth Blackwelder 40 X 145560 0 14975 Debra S Beighley 40 X 127396 0 17657 Robert N Classon 40 X 122448 0 16096 William Saelinger 40 X 111846 0 19350 949720 5956921 763105 16 0 1 0 Sodexho Inc & Affiliates PO Box 536922 Atlanta GA 303536922 Restaurant/housekeeping 380537 Jacksonville Orthopedic Institute 1325 San Marco Blvd Ste 200 Jax FL 32207 Orthopedic ER on-call 331000 North Florida Surgeons 11945 San Jose Blvd Bld 300 Jax FL 32223 Gen surgery/ER call coverage 273750 Obgyn Coverage Serv Beaches 1361 13th Ave S Ste 190 Jax Beach FL 32250 Obgyn on call 180000 University of Florida Jacksonville Physicians UFJP PO Box 44008 Jax FL 32231 Physician services - neonatal 149640 6 0 0 0 115422 0 0 0 115422 Net patient service revenues 622000 116329602 116329602 0 0 Reference lab 621500 19611 0 19611 0 0 0 0 0 116349213 2641789 0 0 2641789 0 0 0 0 0 0 0 0 74197 0 2750 0 71447 0 71447 0 0 71447 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Restaurant revenue 722100 396587 0 0 396587 Health/fitness revenue 812900 37389 0 0 37389 Reference lab revenues 621500 19517 0 0 19517 62631 0 0 62631 516124 119693995 116329602 19611 3229360 23764 23764 0 0 0 0 0 0 350199 0 350199 0 0 0 0 0 34140632 32985178 1155454 0 2473155 2259233 213922 0 8707482 8445097 262385 0 2645819 2564587 81232 0 826495 785170 41325 0 12415 12014 401 0 73258 36629 36629 0 0 0 0 0 0 0 0 0 0 0 5068324 4814908 253416 0 172419 86210 86209 0 20902312 20326829 575483 0 83288 80598 2690 0 0 0 0 0 2390868 2271325 119543 0 69356 44235 25121 0 0 0 0 0 82715 30524 52191 0 145894 141182 4712 0 0 0 0 0 6144275 5945815 198460 0 563255 533989 29266 0 Bad debt expense 15857720 15857720 0 0 System functions allocation 5388732 0 5388732 0 Admin. assessments 1414411 1414411 0 0 Bond int. rate swap expense & non-operating loss 1297404 1297404 0 0 Dues/license fees 121817 60909 60908 0 91209 45605 45604 0 109047218 100063336 8983882 0 1100 1400 0 0 0 0 12939151 13544041 0 0 0 0 0 0 1474697 1589553 670460 860652 97770137 42820500 54880468 54949637 31682400 34324263 0 0 0 0 22177003 27688525 123825279 132958071 7191750 5874683 0 0 0 0 18656290 17634831 0 0 0 0 0 0 0 0 8245827 8674826 34093867 32184340 X 89035422 99404370 695990 1369361 0 0 89731412 100773731 123825279 132958071 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116531 0 11518 0 4639 0 123410 125265 0 -2472 0 6262 0 116531 1 0 0 0 1 1 0 2648060 2648060 0 55554210 18794684 36759526 0 0 0 0 0 34986743 23066474 11920269 0 4581124 959342 3621782 54949637 Advances to Baptist Health System, Inc. 25230532 Long term receivable - Baptist Health System Foundation, Inc. 1747535 Long-term receivable - physician guarantees 664371 Bonds - cost of issuance 46087 27688525 0 Bond swap market value 2208343 Estimated third-party settlements 1478389 Long-term physician guarantees 204570 Due to affiliated organizations 4783524 8674826 119693995 109047218 10646777 0 0 0 1782755 -1387213 395542 11042319 119696745 0 0 0 0 0 119696745 0 -2750 -2750 119693995 109049968 0 0 0 2750 2750 109047218 0 0 0 109047218 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Baptist Medical Center of the Beaches, Inc., (BMCB) has one temporarily restricted quasi-endowment that is held by its related affiliate, Baptist Health System Foundation, Inc. Annually, 5% of the combined endowment corpus and accumulated earnings are available for spending on capital projects of BMCB. SchD_P10_S00_L00 Schedule D, Part X In July 2006, ASC 740-10-50-15, Income Taxes: Unrecognized Tax Benefit Related Disclosures was issued. ASC 740-10-50-15 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 740-10, 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. Prior to ASC 740-10, the determination of when to record a liability for a tax exposure was based on whether a liability was considered probable and reasonably estimable in accordance with ASC 450, Contingencies. On January 1, 2008, Baptist Medical Center of the Beaches, Inc. adopted ASC 740-10. The impact of the adoption of ASC 740-10 on these financial statements was not significant. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 (1) Transfers to affiliated organizations, ($2,095,692), (2) Increase in allowance for uncollectible pledge receivables, ($85,200), (3) Restricted contributions, $786,800, (4) Investment income on restricted contributions, $11,518, and (5) Net assets released from restrictions, ($4,639). SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Rental expenses, Form 990, Part VIII, Line 6b of $2,750 are classified as expenses and not revenues per the audited financial statements. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Rental expenses of $2,750 are included in Form 990, Part VIII, Line 6b, but are reported as expenses, not revenues, per the organization's audited financial statements. 1 1 X 1 X 1 X 1 1 1 0 1 1 0 0 3928606 0 3928606 0.0422 0 0 4413724 0 4413724 0.0474 0 0 0 0 0 0.00 0 0 8342330 0 8342330 0.0896 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.00 0 0 23764 0 23764 0.0003 0 0 23764 0 23764 0.0003 0 0 8366094 0 8366094 0.0899 0 1234577 0 31427120 39144646 -7717526 X 1 1 Baptist Medical Center of the Beaches Inc d/b/a BMCB

1350 13th Ave S Jacksonville Beach FL 32250

X X X Southern Baptist Hospital of Florida, Inc. Expenses for each category of community benefit are determined by using a cost-to-charge ratio specific to that category, determined using our cost accounting system. n/a $15,857,720 was the amount of bad debt expense reported in Form 990, Part IX, Column (A). All of this amount was removed from the denominator prior to calculating the percentages in Schedule H, Part I, 7(f) per the instructions for Form 990, Schedule H. The provision for bad debts is based upon management's assessment 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 Baptist Health'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. Medicare allowable costs of care based on cost to charge ratio and cost accounting system of the organization. The written debt collection policy does not specifically address those patients who qualify for charity care, or have applied for charity care, as the organization does not bill these patients. The organization's cost accounting system identifies all patients that 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 non-compliant. Part VI - Line 8 - Baptist Health System, Inc. (BHS), parent affiliate of Baptist Medical Center of the Beaches, Inc., and its related affiliates are all located within the Northeast Florida quadrant. An annual Community Benefit Report is published and available on the e-baptisthealth.com website. Baptist Health System, Inc. (BHS) is the parent affiliate of Baptist Medical Center of the Beaches, Inc. BHS uses a variety of sources to develop its assessment of community health needs. The organization has partnered with the Duval County Health Department in its regional health assessment (MAPP). BHS also performed, in conjunction with the Health Planning Council, a "porch-to-porch" assessment in the New Town subdivision of Health Zone 1. This zone represents the greatest number of health disparities for the region and the lowest social-economic indicators. The organization also relies on a number of statistical reports provided by the Duval County Health Department on a variety of health care needs in the community. BHS has a dedicated community health board that focuses solely on the health needs of the community. BHS is an organizing member of a committee comprised of several non-profit hospitals and other health care agencies that focus on health care needs. At every access point, "Guidelines for Charity Care Eligibility" cards are provided that contain 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. Baptist Health System, Inc. (BHS), the parent affiliate of Baptist Medical Center of the Beaches, Inc., is a five-hospital system that covers both urban and rural areas. BHS covers a five-county area of Northeast Florida including downtown Jacksonville. BHS focuses its community health initiatives on lower income areas that also have high health needs. Much of this is provided through the churches in the area as well as the school systems. There is a heightened emphasis on cardiovascular diseases and asthma. The focus is on the uninsured and underserved groups consisting primarily of African-Americans with a smaller percentage of Caucasian, Hispanic and Asian populations. All Baptist Health System Inc. (BHS) affiliates, including Baptist Medical Center of the Beaches, Inc., maintain an open medical staff. BHS has a Community Health Board Committee that focuses on community health needs in the five-county area. BHS directly donates over a million dollars annually to several organizations that provide health services to the homeless, uninsured and underserved populations in the five-county area. Southern Baptist Hospital of Florida, Inc., d/b/a Baptist Medical Center, is the largest hospital in the Baptist Health System and coordinates the majority of community health initiatives for the hospital system. However, each affiliate hospital is involved in health initiatives in their immediate community. These initiatives consist primarily of direct health care services to low income adults and families. 1 X SchI_P01_S00_L02 Schedule I, Part I, Line 2 Our community health efforts are guided by the Community Health Committee, comprised of selected Baptist Health Board members from across the health system. 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 705486 0 325000 0 31154 0 294876 0 17921 0 1374437 0 0 John F Wilbanks 0 416149 0 165964 0 15577 0 119121 0 12905 0 729716 0 0 Edward H Sim 179612 16934 40000 0 9615 769 0 21015 15797 0 245024 38718 0 0 Harvey Granger 0 343476 0 120290 0 15577 0 111912 0 17320 0 608575 0 0 Michael Lukaszewski 0 396129 0 133520 0 3269118 0 27154 0 12833 0 3838754 0 3151623 Anna M Hollander 156698 0 14500 0 0 0 14807 0 10956 0 196961 0 0 0 Elizabeth Blackwelder 134460 0 11100 0 0 0 9753 0 5222 0 160535 0 0 0 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Southern Baptist Hospital of Florida, Inc. has two active Supplemental Nonqualified Retirement Plans (SERPs). One is for certain executives (Supplemental Executive Retirement Plan) and the other one is for certain vice-presidents (Supplemental Vice-President Executive Retirement Plan). These SERPs are plans described in IRC Section 457(f). The benefits uner 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 2009: A. Hugh Greene, $272,142, John F. Wilbanks, $100,597, Harvey Granger, $90,141, and Edward H. Sim, $11,215. These amounts were included in Schedule J, Part II, Column (c) for each of the listed individuals. During 2009, Michael Lukaszewski reached retirement age under the plan and his benefit of $2,856,831 (an amount accrued over his 22 years of service) vested. Because this vested amount became taxable upon Mr. Lukaszewski reaching retirement age, the plan distributed $1,033,344 to the IRS for associated income taxes and payroll taxes. The remainder will be distributed on a monthly basis over Mr. Lukaszewski's life expectancy. In addition to the SERP plans, Southern Baptist Hospital of Florida, Inc. had an inactive 457(f) nonqualified elective deferred compensation plan that was terminated on Janaury 30, 2009. As a result of this termination, the accumulated values of the previously deferred employee contributions became vested and were distributed to participants. Amounts distributed included $396,711 to Michael Lukaszewski and $181 to Harvey Granger. These amounts were included on Schedule J, Part II, Column (B)(iii) for each individual. Jacksonville Health Facilities Authority Var Rate Hospital Rev Refunding Bonds Series 2007 CDE 469404UN5 2007-05-17 11451000 Refund Series 1997A bonds 0 0 11451000 0 11422395 0 28605 0 0 2007 1 0 1 1 0 0 0 0 1 0 0 0 1 0 1 1 UBS and Wells Fargo 16.1 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_L11 Form 990, Part VI, Section B, Line 11 11a. While the organization's governing body did not review the Form 990, the Executive Committee of the Board of Directors of Baptist Health System Inc., the sole corporate member of the organization, reviewed the organization's Form 990 prior to its filing. The Executive Committee of the Board of Baptist Health System, Inc., consists of seven (7) members of its Board of Directors and is authorized by its Bylaws to act on behalf of its Board of Directors. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Board of the organization's sole member, Baptist Health System, Inc., has 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 15a &15b. 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 Baptist Health System, considering revenue and other appropriate indicators. The group of comparator companies that is derived based on the above stated paramaters comprise the "Market". When the Committee meets with such consultant, the consultant provides to Committee members compensation target levles 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's 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 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 minutes 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. Copies of the organization's Audited Financial Statements are on file with Florida's Agency for Health Care Administration. SchK_P01_S00_L00c Schedule K, Part I, Column c CUSIP #'s: (1) Series 2007C - 469404UN5, (2) Series 2007D - 469404UP0, and (3) Series 2007E - 469404UM7 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 Baptist Health System Inc 800 Prudential Dr Jacksonville FL 32207 592487136 Management assistance FL 501(c)(3) 11a N/A Baptist Medical 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 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 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 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 Pavilion Health Services Inc 800 Prudential Dr Jacksonville FL 32207 592059710 Physician practices/retail pharmacies FL N/A C 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 Baptist Health System Foundation Inc c 115422