2011-08-14T20:56:15-05:00 2010-09-30 Pershing Yoakley & Associates P C One Cherokee Mills 2220 Sutherland Knoxville TN 379192363 990 2009-10-01 590192265 BAPTIST HEALTH CARE FOUNDATION INC BAPT 8504344714 POST OFFICE BOX 17500 PENSACOLA FL 32522 Kerry Vermillion 8504692337 2011-08-14 1 8656730844 2009 2016-02-24 21:20:13Z Sherry Hartnett 1717 N E STREET PENSACOLA FL 32501 1745864 0 X WWW.EBAPTISTHEALTHCARE.ORG X 1975 FL To provide financial and fundraising support to Baptist Hospital, Inc. and its tax-exempt affiliates. 16 15 0 51 0 0 1403300 1241339 0 13459 178220 207807 113437 1624566 1532996 1095010 1188487 0 97462 87419 0 208394 266160 145574 1458632 1421480 165934 111516 6494667 6656255 304959 275787 6189708 6380468 To support healthcare related services by providing financial and fundraising assistance to Baptist Hospital, Inc. and its tax-exempt affiliates. 0 0 1188487 1188487 To support healthcare related services by providing financial and fundraising assistance to Baptist Hospital, Inc. and its tax-exempt affiliates. 1188487 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 1 0 0 0 0 0 0 0 0 0 0 16 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THOMAS ALLEN 8504344768 1717 NORTH E STREET PENSACOLA FL 32501 X B Kirk Ball Sr 1.00 X 0 0 0 Pamela H Caddell 1.00 X 0 0 0 Roger MacDonald 1.00 X 0 0 0 Neal Nash 1.00 X 0 0 0 Grover C Robinson IV 1.00 X 0 0 0 Ellis W Bullock III 1.00 X 0 0 0 Robin D Herr 1.00 X 0 0 0 Margaret N Lorren 1.00 X 0 0 0 Blair S Crooke 1.00 X 0 0 0 Charles F Gund Jr 1.00 X 0 0 0 Sharon Hess Herrick 1.00 X 0 0 0 Adela Fernandez Lubkowitz 1.00 X 0 0 0 Wright Moulton 1.00 X 0 0 0 Patricia Langhorne 1.00 X 0 0 0 Jackie McMahon 1.00 X 0 0 0 Margaret T Stopp 1.00 X 0 0 0 Kerry W Vermillion 1.00 X 0 393158 62544 Sherry Hartnett 40.00 X 0 181819 21004 Jerry L Maygarden 40.00 X 0 2349240 89814 0 2924217 173362 0 1 1 0 0 14740 70 346012 69000 811517 52099 1241339 111242 111242 67070 92 66978 66978 66978 37225 70 17479 19746 19746 288988 195297 93691 93691 1532996 0 0 291657 966383 966383 222104 222104 68691 68691 18728 18728 19226 19226 11479 11479 27190 27190 111 111 24710 24599 111 454 454 2432 2432 Donor Recognition 41476 41476 Dues & Subscriptions 9295 9295 Food Costs 4157 4157 Licenses & Fees 411 411 Bad Debt 333 333 4300 4300 1421480 1188487 24599 208394 371690 100590 290763 1747724 72455 56009 780 399 97219 57237 7568 947 121857 40763 81094 81094 5254420 4309897 318678 302358 6494667 6656255 5356 10723 299603 265064 304959 275787 X 1825805 1975559 4200546 4241552 163357 163357 6189708 6380468 6494667 6656255 X 0 1 1 X 0 X 1339545 1592428 1474875 1403300 1241339 7051487 1339545 1592428 1474875 1403300 1241339 7051487 645096 6406391 313186 574139 83048 13448 111242 1095063 1601 572 2173 8148723 2329459 0.78620 0.80630 X Schedule A, Part II, Line 10, Explanation of Other Income: INVESTMENT INCOME WOMEN'S BOARD EVENTS DISCOUNTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 192223 192223 589479900 589672123 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 372157 282417 186922 192223 1033719 250000 250000 250000 250000 1000000 1500000 4363903 992991 156954 1108939 4404909 3887793 1440110 144000 1108000 4363903 0.03710 0.96290 0 1 1 81094 81094 40763 40763 0 81094 Annuity Payment liability 97683 Due to Affiliates 167381 265064 Part V, Line 4: Description of Intended Use of Endowment Funds: The purpose of these funds are to provide a source of revenue to support the administration of the organization and to provide scholarships, resources, and other services such as for operating room equipment, digital mammography equipment, mother/baby hospital beds, cancer support, and trauma operations. Part X: Description of Uncertain Tax Positions Under FIN 48: The Parent, Baptist, Jay, The Manor, ECACH, HCF, and LCI are exempt from federal income taxes under Section 501(a) as an organizations described in Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, and also are exempt from state income taxes. Ventures is a taxable corporation and files consolidated U.S. and Florida income tax returns with its subsidiary organizations. Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740, Income Taxes, prescribes the accounting from uncertainty in income tax positions recognized in financial statements. ASC Topic 740 provides guidance for recognition threshold and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. FASHION SHOW 32288 70 32218 17479 32288 70 32218 17479 17479 14739 1 Escambia Community Clinics Inc 2200 N Palafox Street Pensacola FL 32501 593105246 501(c)(3) 13808 General Funds to be used for meeting the healthcare needs of the community Baptist Hospital Inc 1000 West Moreno Street Pensacola FL 32501 590657322 501(c)(3) 857379 689 Funds to be used for meeting the healthcare needs of the community at the related facility Baptist Health Care Corporation 1717 N E Street Pensacola FL 32501 592425151 501(c)(3) 19295 Funds to be used for medical research and education Lakeview Center Inc 1221 West Lakeview Avenue Pensacola FL 32501 590737872 501(c)(3) 20648 52468 Funds used to meet specific healthcare needs of the community at the related facility 4 0 NURSING SCHOLARSHIPS 16 17500 EMPLOYEE ASSISTANCE PROGRAM 59 204604 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The organization has guidelines in place that are to be used in reviewing the eligibility of grantees. All grants require written documentation and appropriate levels of approval. 0 1 0 0 0 0 0 0 0 Kerry W Vermillion 0 291470 0 84328 0 17360 0 46253 0 16291 0 455702 0 0 Sherry Hartnett 0 181734 0 0 0 85 0 5134 0 15870 0 202823 0 0 Jerry L Maygarden 0 96724 0 0 0 2252516 0 87505 0 2309 0 2439054 0 2249720 Part I, Line 4b: Payout of Executive Supplemental Retirement Plan includible in income under section 457(f): Jerry L. Maygarden $2,249,720 Jerry Maygarden began working at Baptist Health Care in 1989 and has participated in the Supplemental Executive Retirement Plan for senior officers since 1994. Jerry vested in his deferred compensation benefit during 2009. This payout of $2,249,720 had been reported as deferred compensation in prior year returns. Part I, Line 4b: Participation in Capital Accumulation Account: Kerry Vermillion $38,625 X 51410 Fair Market Value X 2 689 Fair Market Value 0 1 0 Form 990, Part VI, Section A, line 6 Baptist Health Care Corporation is the sole member of the organization. Form 990, Part VI, Section A, line 7a Baptist Health Care Corporation must approve any changes to the bylaws or articles and the appointment of the chief executive officer. Form 990, Part VI, Section A, line 7b Baptist Health Care Corporation must approve any changes to the bylaws or articles and the appointment of the chief executive officer. Form 990, Part VI, Section B, line 11 Information was provided to an independent accounting firm for the preparation of the return. A draft of the return was then provided to management personnel for review. All voting board members received an electronic copy of the Form 990 for review prior to filing with the IRS. Also, the board members were informed that a paper copy of the Form 990 was available at the organization's principle office. Form 990, Part VI, Section B, line 12c Board Members and officers receive correspondence each year that must be completed and signed. The correspondence includes a Conflicts of Interest questionnaire. Officers and key staff also receive an attestation form that must be signed confirming that they will disclose any conflicts that violate the organization's policy. The Board reviews all conflicts and determines if further actions need to be taken. Form 990, Part VI, Section B, line 15 The Compensation Committee of the organization's Board of Directors utilizes independent compensation studies that reflect the current market value of specific key management positions as benchmark data. All compensation of key individuals must be approved by the Compensation Committee. Form 990, Part VI, Section C, line 19 The organization has all governing documents, the conflict of interest policy, and the annual financial statements on file in the accounting and administration departments. These documents are available upon request. 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