2011-11-11T15:40:57-05:00 2010-12-31 ERNST & YOUNG US LLP 55 IVAN ALLEN BOULEVARD SUITE 1000 ATLANTA GA 30308 990 2010-01-01 590594631 South Florida Baptist Hospital Inc SOUT 8137571245 301 North Alexander Street Plant City FL 33566 ISAAC MALLAH 9839989989 2011-11-11 4048748300 2010 2016-02-24 21:20:13Z Stephen Nierman 301 N Alexander Street Plant City FL 33566 175699199 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. 20 17 848 158 0 0 146981 277181 94744274 90443581 -1237784 3481031 521847 590558 94175318 94792351 0 0 0 0 38779457 38423208 0 0 0 50437359 50294895 89216816 88718103 4958502 6074248 107092141 134742319 33523956 47699211 73568185 87043108 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 75234753 90502722 South Florida Baptist Hospital, Inc. (SFBH) is a full-service 147-bed community hospital. During 2010, SFBH provided inpatient care to 6,309 patients, treated 44,409 patients in the emergency department, and delivered 404 babies. Through efforts of the medical assistance program and the hospital's charity care program SFBH saw a net community benefit expense of $11.7 million. The hospital also provided other community services totaling more than $900 thousand. Refer to Schedule H for additional information. 75234753 true true false false false false false false false true true false false true false false true false false true false false true true false true false false false true false false false false false false false false false false false false false true true false false false true 152 0 848 true false false false false false false false false false false X 20 17 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 W Booher 1.0 X 0 0 0 John P Borreca 1.0 X 0 0 0 Stephen R Buckely 1.0 X 0 0 0 Donna Jordan 1.0 X 0 0 0 Carolyn D Mcmullen 1.0 X X 0 0 0 Walwin Metzger 1.0 X 0 0 0 William Muerer 1.0 X 0 0 0 Nora Musselman 1.0 X 0 0 0 Domenick Reina 1.0 X 0 0 0 Bruce Rodwell 1.0 X X 0 0 0 Sr Gladys Sharkey 1.0 X 0 0 0 Elaine Shimberg 1.0 X 0 0 0 Steve Smith MD 1.0 X 0 0 0 S David Stamps PHD 1.0 X 0 0 0 William West 1.0 X X 0 0 0 Belinda Wilson 1.0 X 0 0 0 Albert Whitaker 1.0 X 0 0 0 Lee Kirkman 1.0 X 0 496562 28336 Isaac Mallah 1.0 X X 0 1094130 194411 Brenda Balicki 1.0 X 0 58107 7503 Cathy Yoder 1.0 X 0 339410 50870 Stephen Nierman 45.0 X 0 271711 60552 Jacques Vasconcellos 45.0 X 135733 0 14839 Mercy Ninan 45.0 X 141989 0 10355 Karen Kerr 45.0 X 148589 0 18218 Darlene Smith 45.0 X 154226 0 11470 Chumphol Mahapaurya 45.0 X 276672 0 14706 857209 2259920 411260 21 false true false FLORIDA GASTROENTEROLOGY ASSOC 508 N ALEXANDER STREET PLANT CITY FL 33563 Physician Services 263444 BERNARD D STEIN MD PA PO BOX 18904 TAMPA FL 33679 RADIOLOGY SERVICES 333447 ADVANCED CARE HOSPITALISTS 10704 CORY LAKE DR TAMPA FL 33647 Physician Services 350208 BAY LINEN INC 11525 47TH ST NORTH CLEARWATER FL 33762 Laundry Services 486018 LOCKWOOD STEELY MDS PA 301 N ALEXANDER ST PLANT CITY FL 33566 anesthesiology Serv 506273 15 249749 27432 277181 HOSPITAL PATIENT CARE 621999 48752018 48752018 MEDICARE/MEDICAID NET REVENUE 621999 41691563 41691563 90443581 1735138 1735138 0 0 48753 48753 48753 48753 82613602 9053 80876762 1736840 9053 1745893 1745893 45134 30086 15048 15048 0 0 CAFETERIA 722210 467616 467616 MISCELLANEOUS 621999 59141 59141 526757 94792351 90502722 4012448 0 0 0 0 0 0 32202440 31703630 498810 0 1064229 1047744 16485 2866135 2821739 44396 2290404 2259250 31154 0 66492 66492 8170 8170 0 0 223970 223970 4072357 3774775 297582 411980 390082 21898 11650693 10814029 836664 46980 43917 3063 0 1779560 1747476 32084 49455 6839 42616 0 0 1044623 1044623 0 6047540 6034750 12790 2083701 2083701 MANAGEMENT FEES 8872645 8872645 BAD DEBT EXPENSE 9520117 9520117 ASSESSMENTS 1099821 1099821 DIETARY 867263 748464 118799 PURCHASED SERVICES 1799288 1593158 206130 650240 584339 65901 88718103 75234753 13483350 0 1331094 139521 10078458 9688792 857118 510531 1562413 1774880 595978 794968 86114350 46515589 37574089 39598761 30243428 43232978 19121029 31838733 4481247 6149893 455385 0 791902 1013262 107092141 134742319 4428235 5309386 0 440222 29095721 41949603 33523956 47699211 X 70987373 84006328 2580812 3036780 73568185 87043108 107092141 134742319 X 6074248 7400675 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2623039 2623039 52414604 25297220 27117384 59922 20973 38949 30157366 21197396 8959970 859419 859419 39598761 Harborvest Fund 2184021 C MREP 60798 C Oaktree Capital Mngt 3088821 F LSV Emerging Markets 3595144 F Mondrian Int'l Small Cap 3514154 F Blackstone 2928301 F Clarion Lion 778215 F Schroder 564853 F NTGI 15124428 F 31838735 0 Estimated Third Party Settlements 5374935 DUE TO AFFILIATES 36160639 Abandoned Property 901 ASSET RETIREMENT OBLIGATION 413128 41949603 94792351 88718103 6074248 4370867 713504 5084371 11158619 99630757 4370867 990685 5361552 94269205 523146 523146 94792351 88472138 88472138 245965 245965 88718103 Part XI, Line 8 Change in Interest in Foundation $990,685 Contributions in Net Assets ($277,181) Total $713,504 Part XII, Line 2d Change in Net Assets of Foundation $990,685 Part XII, Line 4b Revenues netted with Expenses $245,965 Contributions in net assets $277,181 Total $523,146 Part XIII, Line 4b Revenues netted with Expenses $245,965 Central America and the Caribbean Investments 3057000 East Asia and the Pacific Investments 3088000 Europe (including Iceland and Greenland) Investments 5279000 Middle East and North Africa Investments 68000 North America Investments 185000 South America Investments 490000 South Asia Investments 76000 Sub-Saharan Africa Investments 28000 12271000 12271000 false false false false false false Golf Tournament 45134 0 45134 0 2296 7752 0 0 20038 0 45134 0 45134 0 2296 7752 0 0 20038 30086 15048 true true X true X 250. false true true false true true 1 6515 4193428 552688 3640740 0.04610 1 20398 16004937 9390555 6614382 0.08380 1 3342 3340064 1799180 1540884 0.01950 3 30255 23538429 11742423 11796006 0.14940 26 11112 161861 23120 138741 0.00180 13 607 740211 740211 0.00940 21 3062 63050 300 62750 0.00080 60 14781 965122 23420 941702 0.01200 63 45036 24503551 11765843 12737708 0.16140 true 1520755 777671 17390620 18596227 -1205607 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 Medical 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 $9,520,117 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 at cost was calculated by the ratio of cost to charge method, using data from Schedule H. Total expense of the organization is reduced by the community benefit expenses reported on Part I, Line 7 (column C), and gross patient revenue is reduced by the direct offsetting revenue reported on Part I, Line 7 (column D). The resulting ratio of cost to charges is then applied to total bad debt expense of the organization, which calculates the bad debt expense at cost. We believe the method described above understates the true cost of bad debt. In many instances, bad debt results from non-payment of co-pays and deductibles, which would not be at charges but at a lesser amount. 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) ($1,205,607) Additional non-allowable costs and unpaid/non-reimbursed coninsurance/deductibles $1,659,753 Total Surplus or (Shortfall) ($2,865,360) 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 Medical Assistance Department to determine eligibility for programs, such as County, Medicaid, Disability, Victim's of Crime, Charity, etc. For those patients who provide all the necessary documentation and qualify for charity according to the charity care 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 19d South Florida Baptist Hospital, Inc. applies a discount of 40% and offers up to a 50% discount of charges for individuals who do not have insurance covering emergency or other medically necessary care. This discount or allowance is consistent with the average blended inpatient/outpatient rate of BayCare's commercial payer's contractual allowance rate. 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 develops 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. Medical 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. charity care 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 Medical 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 is slightly lower than the state and national averages. The population served is predominantly Caucasian and high-school or higher educated. Hispanics are the second largest ethnic group representing 18% of the population. 12% 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 20% 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 10% 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 18%. 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 07/01/09-06/30/10, the payor mix for the geographic area consists of 42.4% Medicare/Medicare HMO, 18.2% Medicaid/Medicaid HMO, 14.5% Commercial Insurance, 12.8% HMO/PPO, 5.3% Self-pay, and 6.3% Other. 5 - Promotion of community health South Florida Baptist Hospital was founded in1954 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, SFBH 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. SFBH 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. SFBH participated in more than 123 community health improvement events in 2010, which includes health screenings, physician lectures, support groups, health fairs and mobile clinics. More than $941,702 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, SFBH 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. SFBH partnered with the American Cancer Society to sponsor Plant City's seventh 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 4th most successful event in the state of Florida. The Faith Community Nursing program, sponsored by SFBH 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 2010, this program included 43 nurses working in partnerships with 20 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 nearly 10,000 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 SFBH. 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 153 events and programs in 2010 and was able to promote better health to more than 6,382 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 2010 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 250 participants. Through a partnership with Hillsborough County Schools, Community Health helped facilitate over 3,100 elementary and middle school vision, scoliosis and height and weight screenings on school aged children. SFBH 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 SFBH 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. SFBH 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, SFBH provides many services to the community at no charge or at a reduced charge. Medical Care SFBH 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. SFBH 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 2010, FOCUS provided 518 women received free counseling along with 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. Emergency Care SFBH's Emergency Center is the largest and most technologically advanced in eastern Hillsborough County, with an outstanding team of board-certified emergency medicine physicians, nurses and paramedics providing care to more than 44,000 children and adults every year. SFBH provides care for every patient in the Emergency Center, regardless of their ability to pay. Improving Access to Medical Services In Fall of 2010, South Florida Baptist Hospital opened the Evelyn and Batista Madonia, Sr. Heart and Vascular Center in response to the need for better heart care in Plant City. The heart and vascular center is the first of its kind in Plant City - offering state-of-the-art diagnostic and interventional services, including diagnostic heart catheterization and interventional peripheral vascular procedures. South Florida Baptist Hospital also actively recruited physicians to serve the Plant City area, successfully recruiting a urologist, general surgeon, two interventional cardiologists, a neurosurgeon and two female OB/GYNs. Professional Education and Training SFBH partners 6 - Affiliated health care system South Florida Baptist Hospital, Inc. is part of BayCare Health System, a leading community-based health care system in the Tampa Bay area with 10 not-for-profit hospitals, 70 outpatient facilities, more than 200 access sites and 18,500 employees. Together, BayCare organizations provide a lifetime of expert medical care by connecting patients to a complete range of services, such as primary care, imaging, lab, behavioral health and home health care. BayCare's hospitals are Mease Countryside, Mease Dunedin, Morton Plant, Morton Plant North Bay, St. Anthony's, South Florida Baptist and St. Joseph's Hospitals. St. Joseph's Hospitals operate as one entity and files one Form 990, however it includes several distinct hospitals: St. Joseph's, St. Joseph's Children's, St. Joseph's Women's and St. Joseph's Hospital-North. BayCare was founded in 1997 when several of the area's not-for-profit hospitals came together united by a common Mission to improve the health of their communities through high-quality, community-based health care. With BayCare, these hospitals created a unique model for a successful organization. Since those ingrained in the community can best determine their population's needs, BayCare's hospitals are in three geographic regions with their own local boards. BayCare provides organizational and financial strength for the hospitals and has centralized certain services regionally such as finance, human resources, home care and behavioral health. This enables each hospital to remain focused on their shared Mission of serving the health care needs of the entire community, regardless of their ability to pay. Each BayCare hospital provides charity care and unbilled community benefit services too. This is an essential expression of BayCare's shared Mission. In 2010, BayCare provided $184.5 million in community benefits, which includes $80 million in traditional charity care, $11 million in unbilled community services and $93 million in unreimbursed costs of Medicaid and county welfare programs. As one of the largest employers in the Tampa Bay area, BayCare has also played a significant role in the creation of jobs in the Tampa Bay community. Even though unemployment has increased, BayCare has brought on more than 1,650 employees since the end of 2006. BayCare's comprehensive network provides patients with increased access to services, such as emergency care, inpatient, outpatient and home health. For example, BayCare HomeCare helps patients leave the hospital sooner and recover at home where they are more comfortable. In 2010, HomeCare provided approximately 599,000 home health visits to more than 50,000 patients through 11 offices located throughout Florida. Recognizing the need for mental health services, BayCare is the largest, not-for-profit provider of behavioral health services in west central Florida. BayCare Behavioral Health offers inpatient, outpatient, in-home, residential 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 also 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 2010, BayCare Behavioral Health opened the Morton Plant North Bay Recovery Center, a 72-bed acute care, behavioral health facility to treat adults, children and adolescents. It is the only hospital-based children's mental health facility in Pasco County. BayCare hospitals also benefit from faster technological advancements like the system-wide introduction of an electronic medical record (EMR) and a biometric patient identity program that uses cutting-edge, palm scanning technology. Both of these projects provide more comprehensive access to patient records with the goal of improving patient safety. BayCare has registered more than 1.5 million patients through its biometric, palm-scanning registration and added more than 2 million patient charts to its EMR repository. Because of these two systems, a patient's medical record is now available at any BayCare hospital or facility. With the scan of a palm, BayCare's facilities will be able access the patient's data and avoid duplicate information requests at different times in the care process. An EMR also provides real-time communication and care-team coordination that can lead to a more complete picture of the patient's needs and better outcomes. In an effort to offer greater communications, increased patient safety and continuous care, BayCare is also working to electronically connect our hospitals with physicians' offices through an electronic medical record. In addition, each facility can gain knowledge from best practices shared by other BayCare hospitals through a system-wide Quality program that helps drive higher performance to improve patient care, processes and technology. In 2010, every BayCare hospital participated in the Fifth Annual Quality Sharing Day, an event designed to help employees share and learn best practices that were implemented elsewhere in the health system. As part of the organization's commitment to the community, BayCare partners with Hillsborough Community College, University of Tampa, University of South Florida, Erwin Technical Center and St. Petersburg College to help educate future nurses and health care professionals. In addition, BayCare is an organizational sponsor for the United Way of Tampa Bay's Hands on Tampa Bay. The program provides volunteer support in a variety of service areas such as homelessness and hunger; education and literacy; children, youth, and family; seniors; animals and environment; and persons with disabilities. BayCare also supports organizations that work to foster economic development in the Tampa Bay area. These organizations include the Tampa Bay Partnership and the Pasco Economic Development Council. 7 - State filing of community benefit report N/A: only provided benefit in the State of Florida. false true false false false false false true false Lee Kirkman 0 412762 0 80236 0 3564 0 21610 0 6726 0 524898 0 0 Isaac Mallah 0 725099 0 315336 0 53695 0 177717 0 16694 0 1288541 0 0 Cathy Yoder 0 239362 0 75812 0 24236 0 42278 0 8592 0 390280 0 0 Stephen Nierman 0 197109 0 62932 0 11670 0 46459 0 14093 0 332263 0 0 Jacques Vasconcellos 113956 0 13687 0 8090 0 3931 0 10908 0 150572 0 0 0 Mercy Ninan 131533 0 10071 0 385 0 7012 0 3343 0 152344 0 0 0 Karen Kerr 127436 0 11510 0 9643 0 7246 0 10972 0 166807 0 0 0 Darlene Smith 143971 0 4863 0 5392 0 3096 0 8374 0 165696 0 0 0 Chumphol Mahapaurya 259767 0 0 0 16905 0 7590 0 7116 0 291378 0 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 had $0 in benefits vest in 2010. He had $130,088 of nonvested benefits accrue during 2010. This amount is included in Part II Column C. Cathy Yoder - Participated in a supplemental nonqualified deferred compensation plan. She had $15,790 in benefits vest in 2010. This amount is included in Part II (B)(iii) other compensation. She had $30,357 of nonvested benefits accrue during 2010. This amount is included in Part II Column C. The plan made cash distribution of $5,755 in 2010. Stephen Nierman - Participated in a supplemental nonqualified deferred compensation plan. He had $0 in benefits vest in 2010. He had $35,478 of nonvested benefits accrue during 2010. This amount is included in Part II Column C. 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. Part VI Form 990, Part VI, Question 2 - Description of Family or Business Relationship Lee Kirkman, Isaac Mallah, Elaine Shimberg 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. Form 990, Part VI, Question 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. Form 990, Part VI, Question 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. Form 990, Part VI, Question 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). Form 990, Part VI, Question 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. Form 990, Part VI, Question 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 Form 990, Part VI, Question 15a & 15b - Process used for Compensation Review and Approval The organization uses an independent compensation committee, 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 2009, but the compensation committee regularly monitors compensation and all other procedures are followed annually. Form 990, Part VI, Question 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 their review is a review for compliance with relevant tax laws. Form 990, Part VI, Question 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 Belinda Wilson - St. Joseph's Health Care Center, Inc. - 1 Belinda Wilson - 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 - South Florida Baptist Hospital Foundation, Inc. - 1 Bruce Rodwell - St. Joseph's Health Care Center, Inc. - 1 Bruce Rodwell - St. Joseph's Hospital, Inc. - 1 Carolyn D. Mcmullen - St. Joseph's Health Care Center, Inc. - 1 Carolyn D. 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 Enterprises, Inc. - 1 Cathy Yoder - St. Joseph's Health Care Center, Inc. - 45 Cathy Yoder - St. Joseph's Hospital, Inc. - 1 S. David Stamps, PHD - St. Joseph's Health Care Center, Inc. - 1 S. David Stamps, PHD - 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 Foundation, Inc. - 1 Donna Jordan - St. Joseph's Hospital, Inc. - 1 Elaine Shimberg - St. Joseph's Health Care Center, Inc. - 1 Elaine Shimberg - St. Joseph's Hospital Foundation, Inc. - 1 Elaine Shimberg - St. Joseph's Hospital, Inc. - 1 Sr. Gladys Sharkey - BayCare Health System, Inc. - 1 Sr. Gladys Sharkey - St. Anthony's Hospital, Inc. - 1 Sr. Gladys Sharkey - St. Joseph's Health Care Center, Inc. - 1 Sr. 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 Enterprises, 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 P. Borreca - BayCare Health System, Inc. - 1 John P. Borreca - St. Joseph's Health Care Center, Inc. - 1 John P. 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 W. Booher - St. Joseph's Health Care Center, Inc. - 1 Michael W. Booher - St. Joseph's Hospital, Inc. - 1 Nora Musselman - BayCare Health System, Inc. - 1 Nora Musselman - St. Joseph's Health Care Center, Inc. - 1 Nora Musselman - St. Joseph's Hospital Foundation, Inc. - 1 Nora Musselman - St. Joseph's Hospital, Inc. - 1 Stephen Buckely - St. Joseph's Health Care Center, Inc. - 1 Stephen Buckely - St. Joseph's Hospital, Inc. - 1 Steve Smith, MD - St. Joseph's Health Care Center, Inc. - 1 Steve Smith, MD - St. Joseph's Hospital, Inc. - 1 Steve Nierman - South Florida Baptist Hospital Foundation, Inc. - 1 Walwin Metzger - St. Joseph's Health Care Center, Inc. - 1 Walwin Metzger - St. Joseph's Hospital, Inc. - 1 William Muerer - St. Joseph's Health Care Center, Inc. - 1 William Muerer - 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 Part XI, Line 5 Other changes in net assets Unrealized gains on investments $4,370,867 Change in net assets of Foundation $1,435,084 Funds Transfer per JOA Agreement $1,086,000 Swap Net Asset Balance Transfer $508,724 Total $7,400,675 BayCare Health System Inc 16255 Bay Vista Drive Clearwater FL 33760 592796965 Support srvcs FL 501(c)(3) 11A NA South Florida Baptist Hospital Found Inc 301 N Alexander Street Plant City FL 33563 650598653 Fundraising FL 501(c)(3) 11C NA 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 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 SAN DAMIANO ENTERPRISES INC 3001 W DR MARTIN LUTHER KING JR BL TAMPA FL 33607 592822514 HEALTH INVEST FL 501(C)(3) 11B SJHCC FRANCISCAN PROPERTIES 3001 W DR MARTIN LUTHER KING JR BLV TAMPA FL 33607 592822519 SUPPORTS SJH FL 501(C)(3) 11B SJHCC JOHN KNOX VILLIAGE OF TAMPA BAY INC 4100 FLETCHER AVENUE TAMPA FL 33613 581377711 RETIRE CMMNTY FL 501(C)(3) 9 SJHCC ST JOSEPH'S HOSPITAL OF TAMPA FOUNDATIO 3003 W DR MARTIN LUTHER KING TAMPA FL 33607 591100828 FUNDRAISING FL 501(C)(3) 11C SJHCC ST JOSEPH'S ANCILLARY SERVICES INC 3001 W DR MARTIN LUTHER KING JR BLV TAMPA FL 33607 592795925 HEALTH PROMO FL 501(C)(3) 11B SJHCC ST JOSEPH'S COMMUNITY CARE 3001 W DR MARTIN LUTHER KING BLVD TAMPA FL 33607 593152608 MEDICAL ASST FL 501(C)(3) 11B SJHCC ST JOSEPH'S ENTERPRISES 3001 W DR MARTIN LUTHER KING JR BLV TAMPA FL 33607 592822516 HEALTH INVEST FL 501(C)(3) 11B SJHCC 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 PHYS 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 false false false false false false false true true false true false false true true