BAPTIST HEALTH CARE FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH CARE FOUNDATION INC (EIN 59-0192265)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202602299349301800
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T10:33:48+00:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E PALMETTO PARK ROAD SUITE 403 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590192265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH CARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAPT | BusinessNameControlTxt |
| Phone | 4482278478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 17500 | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES J BRINKLEY III | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8162216300 | PhoneNum |
| Signature | 2026-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | APRIL ARNOLD | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 5612991820 | PhoneNum |
| Preparation | 2024-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES J BRINKLEY III | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 BAPTIST WAY SUITE 6A | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,571,407 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EBAPTISTHEALTHCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 272 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,247,784 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,225,718 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $182,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $252,976 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$121,946 | PYOtherRevenueAmt |
| CY Other Revenue | -$205,389 | CYOtherRevenueAmt |
| PY Total Revenue | $3,308,398 | PYTotalRevenueAmt |
| CY Total Revenue | $3,273,305 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,902,782 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,588,105 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $171,738 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $191,387 | PYOtherExpensesAmt |
| CY Other Expenses | $198,559 | CYOtherExpensesAmt |
| PY Total Expenses | $3,094,169 | PYTotalExpensesAmt |
| CY Total Expenses | $2,786,664 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $214,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $486,641 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,394,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,284,464 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $82,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,706 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,312,052 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,205,758 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,603,559 | ExpenseAmt |
| Grant | $2,588,105 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. | Desc |
| Total Program Service Expenses | $2,603,559 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE (KC) GARTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4482278478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 BAPTIST WAY | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32503 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BRETT BARROW | |||||||
| MEMBER/VICE CHAIRMAN | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES F GUND JR | |||||||
| MEMBER/TREASURER | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARET T STOPP | |||||||
| MEMBER/CHAIRMAN | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAMELA H CADDELL | |||||||
| MEMBER/VICE CHAIRMAN | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT JONES | |||||||
| MEMBER/SECRETARY | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN HAYWARD | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| BETTY ROBERTS | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| DOUG WOODWARD | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| JOHN PEACOCK | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| KLEIN MILLER | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN LONGLEY | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| LEWIS BEAR III | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| MIKE MORETTE | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| MONICA SHERMAN | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| PELBRETON BALFOUR MD | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| PETER LAUTER | |||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH CALLAHAN | |||||||
| MEMBER/ASSISTANT SECRETARY | 1.0 | 41.0 | Yes (X) | $0 | $534,528 | $46,146 | |
| HEATHER MOORER | |||||||
| FOUNDATION DIRECTOR | 40.0 | 0.0 | Yes (X) | $0 | $95,236 | $38,289 | |
| KATHERINE KC GARTMAN | |||||||
| EXECUTIVE DIRECTOR (OUTGOING) | 10.0 | 30.0 | Yes (X) | $0 | $161,547 | $15,361 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $791,311 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,796 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $546,067 | FundraisingAmt |
| All Other Contributions | $2,679,651 | AllOtherContributionsAmt |
| Noncash Contributions | $21,597 | NoncashContributionsAmt |
| Total Contributions | $3,225,718 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $315,854 | TotalRevenueColumnAmt |
| Exclusion | $315,854 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,878 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$62,878 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$62,878 | TotalRevenueColumnAmt |
| Exclusion | -$62,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,630 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $546,067 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $235,224 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$206,594 | TotalRevenueColumnAmt |
| Exclusion | -$206,594 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,205 | TotalRevenueColumnAmt |
| Exclusion | $1,205 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,205 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,273,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,587 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,456,717 | TotalAmt |
| Program Services | $2,456,717 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,388 | TotalAmt |
| Program Services | $131,388 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,367 | TotalAmt |
| Management And General | $11,367 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,020 | TotalAmt |
| Fundraising | $4,020 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,203 | TotalAmt |
| Fundraising | $25,203 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,454 | TotalAmt |
| Program Services | $15,454 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| DONOR RECOGNITION | $121,161 | $121,161 |
| FOOD COSTS | $21,354 | $21,354 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786,664 | TotalAmt |
| Program Services | $2,603,559 | ProgramServicesAmt |
| Management And General | $11,367 | ManagementAndGeneralAmt |
| Fundraising | $171,738 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,206 | BOYAmt |
| EOY | $476,133 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,501 | BOYAmt |
| EOY | $162,428 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,173,048 | BOYAmt |
| EOY | $1,699,129 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,631,963 | BOYAmt |
| EOY | $13,946,774 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,394,718 | BOYAmt |
| EOY | $16,284,464 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,331 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,335 | BOYAmt |
| EOY | $78,706 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,666 | BOYAmt |
| EOY | $78,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,416,359 | BOYAmt |
| EOY | $10,555,413 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,895,693 | BOYAmt |
| EOY | $5,650,345 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,312,052 | BOYAmt |
| EOY | $16,205,758 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,394,718 | BOYAmt |
| EOY | $16,284,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $486,641 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $621,237 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,214,172 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,288,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,450,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,713,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,247,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,225,718 | CurrentTaxYearAmt |
| Total | $25,925,979 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,288,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,450,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,713,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,247,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,225,718 | CurrentTaxYearAmt |
| Total | $25,925,979 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,814,303 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,111,676 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $465,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $271,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $315,854 | CurrentTaxYearAmt |
| Total | $1,697,183 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,835 | CurrentTaxYearAmt |
| Total | $471,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,094,944 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75144 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7372 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10 OTHER INCOME | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING, COLUMN A - 58171.0, COLUMN B - 119198.0, COLUMN C - 131638.0, COLUMN D - 132940.0, COLUMN E - 29835.0, COLUMN F - 471782.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $498,705 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $498,705 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,786,664 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,024,472,746 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,786,664 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,024,971,451 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $289,333 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,333 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $175,925 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,175,925 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,763,888 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $218,263 | CurrentYearMinus2Amt |
| Current Year Minus1 | $346,899 | CurrentYearMinus1Amt |
| Current Year | $498,705 | CurrentYearAmt |
| Total | $1,063,867 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $43,981 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $793,981 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,190,972 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,895,693 | BeginningYearBalanceAmt |
| Contributions | $1,079,690 | ContributionsAmt |
| Investment Earnings Or Losses | $223,242 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,548,280 | OtherExpendituresAmt |
| End Year Balance | $5,650,345 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,208,488 | BeginningYearBalanceAmt |
| Contributions | $1,084,137 | ContributionsAmt |
| Investment Earnings Or Losses | $340,459 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,737,391 | OtherExpendituresAmt |
| End Year Balance | $6,895,693 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,677,580 | BeginningYearBalanceAmt |
| Contributions | $4,969,032 | ContributionsAmt |
| Investment Earnings Or Losses | $223,481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,661,605 | OtherExpendituresAmt |
| End Year Balance | $8,208,488 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,567,437 | BeginningYearBalanceAmt |
| Contributions | $4,222,600 | ContributionsAmt |
| Investment Earnings Or Losses | $364,566 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,477,023 | OtherExpendituresAmt |
| End Year Balance | $14,677,580 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,756,382 | BeginningYearBalanceAmt |
| Contributions | $8,474,470 | ContributionsAmt |
| Investment Earnings Or Losses | $417,568 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,080,983 | OtherExpendituresAmt |
| End Year Balance | $11,567,437 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.5162 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.029 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.4548 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAXES | |
| ANNUITY PAYMENT LIABILITY | $78,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $78,706 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS | THE PURPOSE OF THESE FUNDS IS TO PROVIDE A SOURCE OF REVENUE TO SUPPORT THE ADMINISTRATION OF THE ORGANIZATION AND TO PROVIDE SCHOLARSHIPS, RESOURCES AND OTHER SERVICES SUCH AS CANCER SUPPORT, BEHAVIORAL MEDICAL SERVICES AND TRAUMA OPERATIONS. |
| SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE | FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, PRESCRIBES THE ACCOUNTING FOR 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. THERE WERE NO MATERIAL UNCERATIN TAX POSITONS AS OF SEPTEMBER 30, 2025 AND 2024. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CASINO ROYALE | Event1Nm |
| Gross Receipts Event1 | $303,579 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $283,949 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,630 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,839 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $24,105 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $62,056 | OtherDirectExpensesEvent1Amt |
| Event2 | FASHION SHOW | Event2Nm |
| Gross Receipts Event2 | $203,818 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $194,818 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,800 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $22,518 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,061 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $42,338 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $67,300 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $67,300 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $38,507 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $574,697 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $546,067 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,630 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,800 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $54,357 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,166 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $142,901 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $235,224 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$206,594 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH CARE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 BAPTIST WAY | AddressLine1Txt |
| Address Line2 | STE 6A | AddressLine2Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 590657322 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $2,435,120 | CashGrantAmt |
| Non Cash Assistance | $21,597 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SEE STATEMENT | NonCashAssistanceDesc |
| Purpose Of Grant | HEALTH CARE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| NURSING SCHOLARSHIPS | 42 | $51,000 |
| EMPLOYEE ASSISTANCE PROGRAM | 181 | $80,388 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART II, LINE 1(G) SCHEDULE I, PART II, COLUMN G - DESCRIPTION OF NON-CASH ASSISTANCE | BAPTIST HEALTH CARE, INC.: CLOTHING, FOOD, AUCTION ITEMS, AND HOUSEHOLD GOODS |
| SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH CALLAHAN | ||||||||||||||
| MEMBER/ASSISTANT SECRETARY | $0 | $422,361 | $0 | $68,203 | $0 | $43,964 | $0 | $8,766 | $0 | $37,380 | $0 | $580,674 | $0 | $0 |
| KATHERINE KC GARTMAN | ||||||||||||||
| EXECUTIVE DIRECTOR (OUTGOING) | $0 | $161,457 | $0 | $0 | $0 | $90 | $0 | $3,949 | $0 | $11,412 | $0 | $176,908 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE, INC. BOARD 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 OF THE RELATED ORGANIZATION. |
| SCHEDULE J, PART II | THE RELATED COMPENSATION REPORTED ON FORM 990, PART VII, SECTION A & SCHEDULE J, PART II WAS PAID BY BAPTIST HEALTH CARE, INC., A RELATED TAX-EXEMPT ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A | 1099'S ARE ISSUED ON THE ORGANIZATION'S BEHALF BY BAPTIST HEALTH CARE, INC, (EIN: 59-0657322), A RELATED TAX EXEMPT ORGANIZATION. |
| FORM 990, PART VI, LINE 15A & FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION | EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE, INC. BOARD UTILIZED 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, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS | MARGARET T. STOPP HAS A BUSINESS RELATIONSHIP WITH ELIZABETH CALLAHAN, AND HEATHER MOORER. MARGARET T. STOPP IS A BOARD MEMBER OF BAPTIST HEALTH CARE, INC. AND ELIZABETH CALLAHAN AND HEATHER MOORER ARE EMPLOYEES OF BAPTIST HEALTH CARE, INC. |
| FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS | BAPTIST HEALTH CARE, INC., A FLORIDA CORPORATION NOT-FOR-PROFIT, IS THE SOLE MEMBER OF BAPTIST HEALTH CARE FOUNDATION, INC. BAPTIST HEALTH CARE, INC. HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF BAPTIST HEALTH CARE FOUNDATION, INC. |
| FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY | BAPTIST HEALTH CARE, INC., BEING THE SOLE MEMBER OF BAPTIST HEALTH CARE FOUNDATION, INC., HAS THE RIGHT TO ELECT THE GOVERNING BODY OF BAPTIST HEALTH CARE FOUNDATION, INC. |
| FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS | THE FOLLOWING SHALL REQUIRE APPROVAL BY THE BAPTIST HEALTH CARE, INC., THE SOLE MEMBER OF THE BOARD OF DIRECTORS: A. ELECTION OF THE DIRECTORS OF THE CORPORATION AT THE ANNUAL MEETING OF THE MEMBERS FROM AMONG THOSE PERSONS NOMINATED BY THE BAPTIST HEALTH CARE CORPORATION NOMINATING COMMITTEE B. REMOVAL OF A DIRECTOR OF THE CORPORATION WITH OR WITHOUT CAUSE WHENEVER SUCH ACTION WOULD BE IN THE BEST INTEREST OF THE CORPORATION C. ALL AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE THEY MAY BECOME EFFECTIVE. D. APPOINTMENT OF THE CHEIF EXECUTIVE OFFICER OF THE CORPORATION E. ANY CONTRACT OR PURCHASE ORDER IN EXCESS OF $250,000 IN ADVANCE F. THE INCURRENCE BY THE CORPORATION OF ANY INDEBTEDNESS BEFORE SUCH INDEBTEDNESS IS CONTRACTED AND BEFORE EVIDENCE OF SUCH INDEBTEDNESS IS ISSUED G. ANNUAL CAPITAL AND OPERATING BUDGETS OF THE CORPORATION H. TRANSFER ASSETS BY THE CORPORATION |
| FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY | FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S MANAGEMENT PERSONNEL HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN MADE AVAILABLE TO THE EXECUTIVE COMPENSATION COMMITTEE AND ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. ALL BOARD MEMBERS ARE INFORMED THAT A PAPER COPY OF THE FORM 990 IS AVAILABLE AT THE ORGANIZATION'S PRINCIPAL OFFICE. |
| FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY | BOARD MEMBERS AND OFFICERS RECEIVE CORRESPONDENCE EACH YEAR THAT MUST BE COMPLETED AND SIGNED. THE CORRESPONDENCE INCLUDES A CONFLICTS OF INTEREST QUESTIONAIRE. 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. WHEN A CONFLICT DOES EXIST, THE INTERESTED PERSON MUST SUBMIT A DISCLOSURE NOTICE TO THE BOARD AND ABSTAIN FROM MAKING MOTIONS, VOTING, NEGOTIATING, EXECUTING AGREEMENTS, OR TAKING ANY OTHER DIRECT ACTION ON BEHALF OF THE ORGANIZATION WHERE THE CONFLICT MIGHT PERTAIN. THE BOARD REVIEWS ALL CONFLICTS AND DETERMINES IF FURTHER ACTIONS NEED TO BE TAKEN. |
| FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC | THE ORGANIZATION HAS ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE ANNUAL FINANCIAL STATEMENTS ON FILE IN THE ACCOUNTING AND ADMINISTRATION DEPARTMENTS. ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES | TRANSFER TO AFFILIATE - -1641339; EQUITY TRANSFER - 31177; OTHER - 395990; TOTAL - -1214172; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH CARE INC | ||||||||||
| 125 BAPTIST WAY SUITE 6A | PENSACOLA | FL | 32503 | 590657322 | HEALTHCARE | FL | 501(C)(3) | 3 | NA | false |
| JAY HOSPITAL INC | ||||||||||
| 14114 ALABAMA STREET | JAY | FL | 32565 | 592425149 | HEALTHCARE | FL | 501(C)(3) | 3 | BHCI | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| BAPTIST MEDICAL PARK SURGERY CENTER LLC | ||||||||
| 9400 UNIVERSITY PKWY | PENSACOLA | FL | 32514 | 593535262 | AMBULATORY SURGERY | FL | NA | N/A |
| ANDREWS INSTITUTE ASC LLC | ||||||||
| 1040 GULF BREEZE PKWY | GULF BREEZE | FL | 32561 | 352274952 | AMBULATORY SURGERY | FL | NA | N/A |
| BHI-INTUITIVE HEALTH OF ESCAMBIA COUNTY LLC | ||||||||
| 5700 GRANITE PARKWAY STE 455 | PLANO | TX | 75024 | 843637126 | FREESTANDING EMERGENCY DEPARTMENT | FL | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH VENTURES INC | |||||||||
| 125 BAPTIST WAY SUITE 6A | PENSACOLA | FL | 32503 | 592415910 | ADMINISTRATIVE | FL | NA | C CORPORATION | Yes (true) |
| THE TOWERS PHARMACY INC | |||||||||
| 125 BAPTIST WAY SUITE 6A | PENSACOLA | FL | 32503 | 592667929 | RETAIL SALES | FL | NA | C CORPORATION | Yes (true) |
| LCC HOLDING COMPANY INC | |||||||||
| 125 BAPTIST WAY SUITE 6A | PENSACOLA | FL | 32503 | 592874324 | HOLDING COMPANY | FL | NA | C CORPORATION | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH CARE FOUNDATION INC | |||||||||||||||
| POST OFFICE BOX 17500 | PENSACOLA | FL | 32522 | 590192265 | Yes (X) | $0 | $0 | $0 | $2,786,664 | $2,786,664 | $289,333 | $72,333 | $0 | $0 | $0 |
| BAPTIST HEALTH CARE INC | |||||||||||||||
| 125 BAPTIST WAY SUITE 6A | PENSACOLA | FL | 35203 | 590657322 | Yes (X) | $0 | $495,681 | $495,681 | $999,825,672 | $1,000,321,353 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| JAY HOSPITAL INC | |||||||||||||||
| 14114 ALABAMA STREET | JAY | FL | 32565 | 592425149 | Yes (X) | $0 | $3,024 | $3,024 | $21,860,410 | $21,863,434 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| BAPTIST HEALTH CARE FOUNDATION | |||||||||||||||
| PO BOX 17500 | PENSACOLA | FL | 325227500 | 590192265 | Yes (X) | $0 | $0 | $0 | $2,786,664 | $2,786,664 | $289,333 | $72,333 | $0 | $0 | $0 |
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