BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC (EIN 59-1923401)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-13
IRS object ID: 202422269349300527
Schema version: 2022v5.0
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 D
Schedule G
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-13T10:33:57+00:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7900 TYSONS ONE PLACE SUITE 800	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	591923401	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Baptist Health South Florida Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BAPT	BusinessNameControlTxt
Phone	7866627000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6855 RED ROAD STE 600	AddressLine1Txt
City	CORAL GABLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33143	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JANETTE SANCHEZ	PersonNm
Person Title	CORPORATE VP OF FINANCE	PersonTitleTxt
Phone	7866627000	PhoneNum
Signature	2024-08-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RACHEL KAUFMAN	PreparerPersonNm
PTIN	P01485017	PTIN
Phone	7032511000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALEXANDRA VILLOCH	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6855 RED ROAD STE 600	AddressLine1Txt
City	CORAL GABLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33143	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$148,800,099	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BAPTISTHEALTH.NET	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1979	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	SEE FORM 990 , PART III, LINE 1	ActivityOrMissionDesc
Voting Members Governing Body	125	VotingMembersGoverningBodyCnt
Voting Members Independent	123	VotingMembersIndependentCnt
Total Employee	82	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	-$40,267	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$57,146,591	PYContributionsGrantsAmt
CY Contributions Grants	$52,486,365	CYContributionsGrantsAmt
PY Program Service Revenue	-$19,445	PYProgramServiceRevenueAmt
CY Program Service Revenue	-$139,773	CYProgramServiceRevenueAmt
PY Investment Income	$3,068,898	PYInvestmentIncomeAmt
CY Investment Income	-$397,263	CYInvestmentIncomeAmt
PY Other Revenue	$5,320,493	PYOtherRevenueAmt
CY Other Revenue	-$2,807	CYOtherRevenueAmt
PY Total Revenue	$65,516,537	PYTotalRevenueAmt
CY Total Revenue	$51,946,522	CYTotalRevenueAmt
PY Grants And Similar Paid	$17,083,017	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$23,088,619	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$8,091,942	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,327,244	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$717,934	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,789,149	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,715,130	PYOtherExpensesAmt
CY Other Expenses	$6,348,727	CYOtherExpensesAmt
PY Total Expenses	$30,608,023	PYTotalExpensesAmt
CY Total Expenses	$38,764,590	CYTotalExpensesAmt
PY Revenues Less Expenses	$34,908,514	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$13,181,932	CYRevenuesLessExpensesAmt
Total Assets BOY	$358,715,361	TotalAssetsBOYAmt
Total Assets EOY	$420,706,974	TotalAssetsEOYAmt
Total Liabilities BOY	$101,733,213	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$111,739,613	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$256,982,148	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$308,967,361	NetAssetsOrFundBalancesEOYAmt
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$32,039,833	ExpenseAmt
Grant	$23,088,619	GrantAmt
Revenue	-$139,773	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$32,039,833	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
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	Yes (true)	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	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
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	false	RelatedOrganizationCtrlEntInd
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	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	82	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
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
Form1098 C Filed	false	Form1098CFiledInd
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	125	GoverningBodyVotingMembersCnt
Independent Voting Member	123	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	false	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
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	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FINANCE DEPARTMENT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7866627000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6855 RED ROAD STE 600	AddressLine1Txt
City	CORAL GABLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33143	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (142 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Abby Portuondo
Director	2.0	0	Yes (X)	$0	$0	$0
Adriana Periera-Reyes
Director - End 02/2023	2.0	0	Yes (X)	$0	$0	$0
Aileen Garciga
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
Alan Dimond
Director	2.0	0	Yes (X)	$0	$0	$0
Albert Tano MD
Director	2.0	0	Yes (X)	$0	$3,833	$0
Aleta Williamson
Director	2.0	0	Yes (X)	$0	$0	$0
Alex Gierbolini
Director	2.0	0	Yes (X)	$0	$0	$0
Alex Krys
Director	2.0	0	Yes (X)	$0	$0	$0
Alexandra Kelley
Director	2.0	0	Yes (X)	$0	$0	$0
Andy Hernandez
Director - Beg 10/2022	2.0	0	Yes (X)	$0	$0	$0
Armando Fernandez
Director - Beg 07/2023	2.0	0	Yes (X)	$0	$0	$0
Audra Hill Wallace
Director	2.0	4.0	Yes (X)	$0	$13,729	$0
Barbara Wright
Director	2.0	0	Yes (X)	$0	$0	$0
Bea Citron
Director	2.0	0	Yes (X)	$0	$0	$0
Betty Anne Schilling
Director	2.0	0	Yes (X)	$0	$0	$0
Bill R Tillett
Director	2.0	6.0	Yes (X)	$0	$35	$0
Boris Zedan
Director	2.0	0	Yes (X)	$0	$0	$0
Brenda Maria Moreira
Director	2.0	0	Yes (X)	$0	$0	$0
Brian Magrane MD
Director - End 09/2023	2.0	0	Yes (X)	$0	$670	$0
Camilo Miguel Jr
Director - Beg 07/2023	2.0	0	Yes (X)	$0	$0	$0
Carlos Rodriguez
Director	2.0	0	Yes (X)	$0	$0	$0
Carly Miller
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
Carolina Canida
Director	2.0	0	Yes (X)	$0	$0	$0
Caron Dockerty
Director - Beg 07/2023	2.0	0	Yes (X)	$0	$0	$0
Charles Bowie
Director	2.0	0	Yes (X)	$0	$0	$0
Charles White
Director	2.0	0	Yes (X)	$0	$0	$0
Claudia Stober
Director	2.0	0	Yes (X)	$0	$0	$0
Darren Salinger MD
Director	2.0	0	Yes (X)	$0	$0	$0
David Reuter
Director - End 03/2023	2.0	0	Yes (X)	$0	$0	$0
Dawn Edwards
Director	2.0	0	Yes (X)	$0	$0	$0
Dennis Carvajal
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
Derek Papp MD
Director	2.0	0	Yes (X)	$0	$0	$0
Donald Swatik
Director	2.0	0	Yes (X)	$0	$0	$0
Donald W Horton
Director - Beg 10/2022	2.0	0	Yes (X)	$0	$0	$0
E Carlton Wilton JR
Director	2.0	0	Yes (X)	$0	$0	$0
Eduardo Erana
Director	2.0	0	Yes (X)	$0	$0	$0
Eion Hu
Director - Beg 01/2023	2.0	0	Yes (X)	$0	$0	$0
Elizabeth Baxter
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
Emina Cunmulaj Nazarian
Director - Beg 07/2023	2.0	0	Yes (X)	$0	$0	$0
Erin Knight
Director	2.0	0	Yes (X)	$0	$0	$0
Ernesto Avino
Director	2.0	0	Yes (X)	$0	$0	$0
Evan Rees
Director	2.0	0	Yes (X)	$0	$0	$0
Felice Gorordo
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
Gail Long
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
George Foyo
Director	2.0	2.0	Yes (X)	$0	$0	$0
George Marakas PHD
Director	2.0	0	Yes (X)	$0	$0	$0
George Neugent
Director	2.0	0	Yes (X)	$0	$0	$0
Gil Neuman
Director	2.0	0	Yes (X)	$0	$0	$0
Guillermo Campos
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
Guillermo Pascual
Director	2.0	0	Yes (X)	$0	$0	$0
Jane Packard
Director	2.0	2.0	Yes (X)	$0	$92	$0
Jason Koler
Director	2.0	0	Yes (X)	$0	$3,385	$0
Jay A Hershoff ESQ
Director	2.0	8.0	Yes (X)	$0	$2,365	$0
Jeffrey Taylor
Director	2.0	0	Yes (X)	$0	$0	$0
Jhonny Mercado
Director	2.0	0	Yes (X)	$0	$0	$0
Joel Schenkman MD
Director	2.0	0	Yes (X)	$0	$0	$0
John Cyril Malloy III
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
John Pasqual DMD
Director	2.0	6.0	Yes (X)	$0	$0	$0
John Scott Weston
Director	2.0	6.0	Yes (X)	$0	$0	$0
John Vanderslice
Director	2.0	0	Yes (X)	$0	$0	$0
John Vidalin
Director - Beg 04/2023	2.0	0	Yes (X)	$0	$0	$0
Jon Landau
Director	2.0	0	Yes (X)	$0	$0	$0
Jorge Arguelles
Director	2.0	0	Yes (X)	$0	$7,588	$0
Jorge Perez MD
Director	2.0	0	Yes (X)	$0	$0	$0
Jose Antonio Gonzalez
Director - End 03/2023	2.0	0	Yes (X)	$0	$0	$0
Joseph A Fernandez MD
Director	2.0	0	Yes (X)	$0	$0	$0
Joseph Buchanan ESQ
Director	2.0	0	Yes (X)	$0	$0	$0
Joseph Weston
Director	2.0	0	Yes (X)	$0	$0	$0
Juan Antonio Michelena
Director	2.0	0	Yes (X)	$0	$0	$0
Judith Zeder
Director	2.0	2.0	Yes (X)	$0	$0	$0
Julia Shen
Director	2.0	0	Yes (X)	$0	$0	$0
Kevin McGovern
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
Kim Elliot
Director	2.0	0	Yes (X)	$0	$0	$0
Kristen Munroe
Director - Beg 01/2023	2.0	0	Yes (X)	$0	$0	$0
Kristina Gossman-Ducanes
Director	2.0	0	Yes (X)	$0	$0	$0
Lane Jones
Director	2.0	0	Yes (X)	$0	$0	$0
Lani Kahn Drody
Director	2.0	4.0	Yes (X)	$0	$0	$0
Liana M De Mena
Director	2.0	0	Yes (X)	$0	$0	$0
Lillian M Peters
Director	2.0	0	Yes (X)	$0	$0	$0
Linda Coggins
Director	2.0	0	Yes (X)	$0	$2,819	$0
Lindsay Rabito-Leonard
Director - End 03/2023	2.0	0	Yes (X)	$0	$0	$0
Lindy Roth
Director	2.0	0	Yes (X)	$0	$0	$0
Lorena Heredia-Caseres
Director - Beg 10/2022	2.0	0	Yes (X)	$0	$0	$0
Lourdes Jofre Collett
Director	2.0	0	Yes (X)	$0	$123	$0
Mahendra Raolji
Director - End 11/2022	2.0	0	Yes (X)	$0	$0	$0
Manuel Machado
Director	2.0	0	Yes (X)	$0	$0	$0
Maria Beguiristain
Director	2.0	0	Yes (X)	$0	$0	$0
Mario Miranda
Director - End 02/2023	2.0	0	Yes (X)	$0	$0	$0
Mark Hernandez MD
Director	2.0	2.0	Yes (X)	$0	$10,000	$0
Mark Rich
Director	2.0	0	Yes (X)	$0	$0	$0
Mary Blum
Director	2.0	0	Yes (X)	$0	$0	$0
Mia Hu
Director - Beg 01/2023	2.0	0	Yes (X)	$0	$0	$0
Michael Berman
Director	2.0	0	Yes (X)	$0	$0	$0
Michael Fay
Director	2.0	0	Yes (X)	$0	$0	$0
Michael Katz
Director	2.0	0	Yes (X)	$0	$0	$0
Michael Mccarthy
Director	2.0	2.0	Yes (X)	$0	$0	$0
Michael Peale Carrier
Director	2.0	0	Yes (X)	$0	$0	$0
Neil Sosler
Director	2.0	0	Yes (X)	$0	$0	$0
Nina Perry Cahill
Director - End 10/2022	2.0	0	Yes (X)	$0	$0	$0
Pascal Liguori
Director	2.0	0	Yes (X)	$0	$0	$0
Patricia Stanley
Director	2.0	0	Yes (X)	$0	$0	$0
Patrick M Donovan
Director - Beg 07/2023	2.0	0	Yes (X)	$0	$0	$0
Paul Skoric
Director	2.0	0	Yes (X)	$0	$0	$0
Pedro Garcia
Director	2.0	0	Yes (X)	$0	$0	$0
Rebecca Karsenti MD
Director	2.0	0	Yes (X)	$0	$0	$0
Ricardo Garbati
Director - Beg 10/2022	2.0	0	Yes (X)	$0	$0	$0
Richard Barbara ESQ
Director	2.0	0	Yes (X)	$0	$0	$0
Robert Berrin
Director	2.0	2.0	Yes (X)	$0	$0	$0
Robert Coward
Director	2.0	0	Yes (X)	$0	$0	$0
Rosario Rico-Toro Korn
Director	2.0	0	Yes (X)	$0	$0	$0
Rudy Kranys
Director	2.0	4.0	Yes (X)	$0	$0	$0
Rupa Tak
Director	2.0	0	Yes (X)	$0	$0	$0
Sharon Prolow
Director	2.0	0	Yes (X)	$0	$0	$0
Shawn Crews
Director	2.0	0	Yes (X)	$0	$0	$0
Sid Perkins
Director - Beg 10/2022	2.0	0	Yes (X)	$0	$0	$0
Stephen A Blumenthal
Director	2.0	2.0	Yes (X)	$0	$0	$0
Steven Bandel
Director	2.0	0	Yes (X)	$0	$1,748	$0
Steven Demar
Director	2.0	0	Yes (X)	$0	$0	$0
Steven Litinsky MD MBA
Director - End 09/2023	2.0	8.0	Yes (X)	$0	$0	$0
Stormet C Norem
Director - End 01/2023	2.0	8.0	Yes (X)	$0	$0	$0
Susan Matson Lampen
Director	2.0	0	Yes (X)	$0	$0	$0
Susan R Williamson
Director - Beg 01/2023	2.0	0	Yes (X)	$0	$0	$0
Terry Perrin
Director	2.0	2.0	Yes (X)	$0	$0	$0
Tobin Cobb
Director	2.0	0	Yes (X)	$0	$0	$0
Todd Gurne
Director	2.0	0	Yes (X)	$0	$0	$0
Todd Litinsky
Director - End 09/2023	2.0	0	Yes (X)	$0	$0	$0
Vanessa Bertran ESQ
Director	2.0	0	Yes (X)	$0	$0	$0
Vishnu Kurella
Director - Beg 07/2023	2.0	0	Yes (X)	$0	$0	$0
Vivian Williams
Director	2.0	0	Yes (X)	$0	$0	$0
Wilfredo Valle
Director	2.0	0	Yes (X)	$0	$0	$0
William Henneberry
Director	2.0	0	Yes (X)	$0	$0	$0
William W Wilson III
Director	2.0	0	Yes (X)	$0	$1,912	$0
Yolanda Valencia
Director - Beg 10/2022	2.0	0	Yes (X)	$0	$0	$0
Alexandra Villoch
CEO	50.0	0.0		$0	$834,043	$95,897	Yes (X)
Janette L Sanchez
Corporate VP of Finance	6.0	44.0		$0	$714,078	$133,863	Yes (X)
Barbara M James
VP Development and Support	50.0	0		$463,805	$0	$89,501		Yes (X)
Anna I Martinez
AVP Foundation	45.0	0		$252,751	$0	$9,566			Yes (X)
Jacqueline Omalley
AVP Development	45.0	0		$255,462	$0	$8,990			Yes (X)
Jamie L Thomas
AVP Development	45.0	0		$255,242	$0	$17,573			Yes (X)
Kevin J Hughes
Dir Gift Planning	45.0	0		$161,269	$0	$26,554			Yes (X)
Wendy Gentes
AVP Foundation	45.0	0		$243,145	$0	$27,350			Yes (X)
Joe Natoli
Former Chief Admin Officer	0.0	50.0		$0	$2,054,564	$33,697				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,631,675	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,650,985	TotReportableCompRltdOrgAmt
Total Other Compensation	$442,991	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	22	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
COMMUNITY COUNSELLING SERVICE CO LLC
527 MADISON AVE	NEW YORK	NY	10022	CONSULTING SERVICES	$385,993
GOBEL GROUP LLC
PO BOX 2011	WEST CHESTER	PA	19380	CONSULTING SERVICES	$215,000
REPUBLICA HAVAS LLC
2153 CORAL WAY STE 500	MIAMI	FL	33145	MARKETING SERVICES	$163,239
HEALTHNETWORK FOUNDATION
3550 LANDER RD STE 225	PEPPER PIKE	OH	44124	CONSULTING SERVICES	$140,000
COMMUNICATIONS COUNSELORS
7700 N KENDALL DR 801	MIAMI	FL	33156	CONSULTING SERVICES	$103,157

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Fundraising	$2,498,178	FundraisingAmt
All Other Contributions	$49,988,187	AllOtherContributionsAmt
Total Contributions	$52,486,365	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PARTNERSHIP INCOME	Desc
Business	541900	BusinessCd
Total Revenue Column	-$139,773	TotalRevenueColumnAmt
Unrelated Business Revenue	-$40,267	UnrelatedBusinessRevenueAmt
Exclusion	-$99,506	ExclusionAmt

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	-$139,773	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,760,395	TotalRevenueColumnAmt
Exclusion	$7,760,395	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$88,053,714	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$96,211,372	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$8,157,658	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$8,157,658	TotalRevenueColumnAmt
Exclusion	-$8,157,658	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$623,953	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,498,178	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$642,205	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$18,252	TotalRevenueColumnAmt
Exclusion	-$18,252	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$15,445	TotalRevenueColumnAmt
Exclusion	$15,445	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	$15,445	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,946,522	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$40,267	UnrelatedBusinessRevenueAmt
Exclusion	-$499,576	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$23,088,619	TotalAmt
Program Services	$23,088,619	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$447,677	TotalAmt
Management And General	$447,677	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$7,214,040	TotalAmt
Program Services	$5,593,053	ProgramServicesAmt
Management And General	$1,620,987	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$291,508	TotalAmt
Program Services	$212,801	ProgramServicesAmt
Management And General	$78,707	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$863,537	TotalAmt
Program Services	$630,382	ProgramServicesAmt
Management And General	$233,155	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$510,482	TotalAmt
Program Services	$372,652	ProgramServicesAmt
Management And General	$137,830	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,048	TotalAmt
Management And General	$6,048	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$427,715	TotalAmt
Management And General	$427,715	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,250,420	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$515,033	ManagementAndGeneralAmt
Fundraising	$1,735,387	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$490,441	TotalAmt
Program Services	$24,522	ProgramServicesAmt
Management And General	$73,566	ManagementAndGeneralAmt
Fundraising	$392,353	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$654,555	TotalAmt
Program Services	$556,372	ProgramServicesAmt
Management And General	$98,183	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$881,953	TotalAmt
Program Services	$749,660	ProgramServicesAmt
Management And General	$132,293	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$70,331	TotalAmt
Program Services	$14,066	ProgramServicesAmt
Management And General	$38,016	ManagementAndGeneralAmt
Fundraising	$18,249	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$667	TotalAmt
Program Services	$434	ProgramServicesAmt
Management And General	$233	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MISCELLANEOUS EXPENSE	$841,100	$714,935	$126,165
BAD DEBT EXPENSE	$82,337	$82,337
FUNDRAISING EXPENSES	$643,160			$643,160

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	$38,764,590	TotalAmt
Program Services	$32,039,833	ProgramServicesAmt
Management And General	$3,935,608	ManagementAndGeneralAmt
Fundraising	$2,789,149	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$5,625,864	BOYAmt
EOY	$4,514,888	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$82,806,183	BOYAmt
EOY	$93,668,745	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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$105,621	BOYAmt
EOY	$33,377	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$20,196	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$19,571	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,293	BOYAmt
EOY	$625	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$262,039,609	BOYAmt
EOY	$315,276,008	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	$8,136,791	BOYAmt
EOY	$7,213,331	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$358,715,361	BOYAmt
EOY	$420,706,974	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,682,960	BOYAmt
EOY	$5,368,606	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,067,840	BOYAmt
EOY	$5,523,126	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	$95,982,413	BOYAmt
EOY	$100,847,881	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$101,733,213	BOYAmt
EOY	$111,739,613	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	$35,429,710	BOYAmt
EOY	$54,697,213	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$221,552,438	BOYAmt
EOY	$254,270,148	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$256,982,148	BOYAmt
EOY	$308,967,361	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$358,715,361	BOYAmt
EOY	$420,706,974	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$13,181,932	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$33,132,685	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,670,596	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

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	$17,106,718	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,159,979	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$31,817,623	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$37,056,591	CurrentTaxYearMinus1YearAmt
Current Tax Year	$38,562,857	CurrentTaxYearAmt
Total	$157,703,768	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	$17,106,718	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,159,979	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$31,817,623	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$37,056,591	CurrentTaxYearMinus1YearAmt
Current Tax Year	$38,562,857	CurrentTaxYearAmt
Total	$157,703,768	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$157,703,768	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,732,149	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,996,857	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,314,339	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,336,800	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,760,395	CurrentTaxYearAmt
Total	$30,140,540	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$71,398	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$268,275	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$356,038	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,721	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,445	CurrentTaxYearAmt
Total	$723,877	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$188,568,185	TotalSupportAmt
Gross Receipts Rltd Activities	$21,673,085	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.8363	PublicSupportCY170Pct
Public Support PY170	0.8450	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule A, Part II, Line 1 UNUSUAL GRANTS

TAX YEAR 2018 DATE OF GRANT 12/21/2018 AMOUNT $5,000,000 DATE OF GRANT 06/27/2019 AMOUNT $4,012,636 DATE OF GRANT 07/31/2019 AMOUNT $1,500,000 DATE OF GRANT 05/17/2019 AMOUNT $1,000,000 DATE OF GRANT 05/06/2019 AMOUNT $1,000,000 TAX YEAR 2019 DATE OF GRANT 9/30/2020 AMOUNT $ 750,000 DATE OF GRANT 9/29/2020 AMOUNT $1,463,000 DATE OF GRANT 5/21/2020 AMOUNT $ 887,842 TAX YEAR 2020 DATE OF GRANT 12/14/2020 AMOUNT $910,315 DATE OF GRANT 7/16/2021 AMOUNT $1,000,000 DATE OF GRANT 7/28/2021 AMOUNT $1,000,000 DATE OF GRANT 9/1/2021 AMOUNT $1,000,000 TAX YEAR 2021 DATE OF GRANT 4/21/2022 AMOUNT $5,000,000 DATE OF GRANT 10/5/2021 AMOUNT $5,000,000 DATE OF GRANT 10/1/2021 AMOUNT $2,640,000 DATE OF GRANT 10/1/2021 AMOUNT $2,100,000 DATE OF GRANT 10/1/2021 AMOUNT $2,050,000 DATE OF GRANT 4/27/2022 AMOUNT $2,000,000 DATE OF GRANT 10/1/2021 AMOUNT $1,300,000 TAX YEAR 2022 DATE OF GRANT 10/1/2022 AMOUNT $3,442,117 DATE OF GRANT 12/6/2022 AMOUNT $3,000,000 DATE OF GRANT 4/28/2023 AMOUNT $3,000,000 DATE OF GRANT 10/1/2022 AMOUNT $2,100,000 DATE OF GRANT 10/1/2022 AMOUNT $1,331,391 DATE OF GRANT 10/1/2022 AMOUNT $1,050,000

Schedule A, Part II, Line 10 Other Income

DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 71398.0, COLUMN B - 268275.0, COLUMN C - 356038.0, COLUMN D - 12721.0, COLUMN E - 15445.0, COLUMN F - 723877.0;

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$31,211,427	BeginningYearBalanceAmt
Contributions	$9,504,976	ContributionsAmt
End Year Balance	$40,716,403	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$18,591,318	BeginningYearBalanceAmt
Contributions	$12,620,109	ContributionsAmt
End Year Balance	$31,211,427	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$17,011,516	BeginningYearBalanceAmt
Contributions	$1,579,802	ContributionsAmt
End Year Balance	$18,591,318	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$16,826,341	BeginningYearBalanceAmt
Contributions	$185,175	ContributionsAmt
End Year Balance	$17,011,516	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,693,591	BeginningYearBalanceAmt
Contributions	$3,132,750	ContributionsAmt
End Year Balance	$16,826,341	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.0	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,196	OtherCostOrOtherBasisAmt
Depreciation	$19,571	DepreciationAmt
Book Value	$625	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$625	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$99,999,101
RIGHT OF USE SHORT TERM	$288,684
RIGHT OF USE LONG TERM	$560,096

Field	Value	IRS element (for citing)
Total Liability	$100,847,881	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$735,731,747	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$33,132,685	NetUnrealizedGainsInvstAmt
Other Revenue	$679,063,524	OtherRevenueAmt
Revenue Not Reported	$712,196,209	RevenueNotReportedAmt
Revenue Subtotal	$23,535,538	RevenueSubtotalAmt
Other Revenues Not Included	$28,410,984	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$28,410,984	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$51,946,522	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,032,682,552	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$995,828,387	OtherExpensesIncludedAmt
Expenses Not Reported	$995,828,387	ExpensesNotReportedAmt
Expenses Subtotal	$36,854,165	ExpensesSubtotalAmt
Other Expenses Not Included	$1,910,425	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$1,910,425	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$38,764,590	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment funds	BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC'S ENDOWMENT CONSISTS OF FUNDS THAT HAVE BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. ALL ENDOWMENTS RECEIVED BY BHSF FOUNDATION HAVE BEEN RECORDED AS PERMANENTLY RESTRICTED NET ASSETS DUE TO THE DONOR IMPOSED RESTRICTIONS. ENDOWMENT FUNDS RECEIVED ARE INCLUDED IN ASSETS WHOSE USE IS LIMITED AND INVESTED IN ACCORDANCE WITH BAPTIST HEALTH SOUTH FLORIDA'S (BHSF) INVESTMENT POLICY. GIFTS DONATED TO THE PERMANENTLY RESTRICTED ENDOWMENTS ARE CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS AT THEIR ORIGINAL FAIR VALUE. GIFTS DONATED WITH TEMPORARY RESTRICTIONS ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS AT THEIR ORIGINAL FAIR VALUE, UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE BHSF HOSPITALS OR BAPTIST OUTPATIENT SERVICES, INC (BOS) IN ACCORDANCE WITH DONORS' WISHES. INCOME DERIVED FROM PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS IS EXPENDABLE TO SUPPORT THE BHSF HOSPITALS AND BOS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. THE ENDOWMENT FUNDS AT BAPTIST HEALTH SOUTH FLORIDA FOUNDATION SUPPORT E-ICU SERVICES, HYPERBARIC MEDICINE, ONCOLOGY SERVICES, ELECTROPHYSIOLOGY PROGRAM, CHILD DEVELOPMENT PROGRAM, THE PEPE ALVAREZ MEMORIAL LECTURE FUND AND AN ANNUAL DINNER LECTURE FOR NURSES.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	Income and Other Taxes - BHSF, the BHSF Hospitals, BOS, BHMG, MCIBH, BRRH, BRRH Hospital, and BHSF Foundation are not-for-profit corporations and recognized as tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code. BHMG affiliated physician practices are single-member LLCs, which are treated as disregarded entities for federal income tax purposes. BHE, BocaCare, BHC, and the Insurance Companies are for-profit entities. BHSF provides for income taxes in accordance with the provisions of FASB ASC 740, Income Taxes ("ASC 740"). As required under ASC 740, deferred tax assets and liabilities are recognized under the balance sheet approach, which recognizes the future tax effect of temporary differences between the amounts recorded in the financial statements and the tax basis of these amounts. Deferred tax assets and liabilities are measured using the enacted tax rates expected to apply to taxable income in the periods in which the deferred tax assets or liabilities are expected to be realized or settled. Taxes collected from patients, tenants, customers and others, concurrent with specific revenue-producing transactions and subsequently remitted to governmental authorities, are recorded on a net basis and excluded from revenues. As of September 30, 2023 and 2022, BHSF had no material unrecognized tax positions. BHSF is periodically audited by federal and state taxing authorities. The outcome of these audits may result in BHSF being assessed taxes in addition to amounts previously paid. Federal returns for fiscal years 2020 through 2022 remain open and subject to examination by the Internal Revenue Service.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	LIFE INSURANCE POLICY - 38141 REVENUE OF AFFILIATES - XXX-XX-XXXX INVESTMENT IN MANAGEMENT FEE - -427715
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	NET ASSETS RELEASED FROM RESTRICTIONS - -21161693 EVENTS REVENUE - -18251 TEMPORARILY RESTRICTED FUNDS - 37679133 PERMANENT RESTRICTED FUNDS - 9553390 CASH CONTRIBUTIONS - 2498178 BOOK TO TAX DIFFERENCES FROM INVESTMENT IN PARTNERSHIPS - -139773
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	EXPENSE OF AFFILIATES - XXX-XX-XXXX INVESTMENT MANAGEMENT FEE - -427715
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	CONTRIBUTIONS FOR PROPERTY, PLANT, AND EQUIPMENT - 1910425

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	HEAT.HELP.CURE	Event1Nm
Gross Receipts Event1	$3,068,036	GrossReceiptsEvent1Amt
Charitable Contri Event1	$2,488,428	CharitableContriEvent1Amt
Gross Revenue Event1	$579,608	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$62,087	FoodAndBeverageEvent1Amt
Entertainment Event1	$5,703	EntertainmentEvent1Amt
Other Direct Expenses Event1	$543,813	OtherDirectExpensesEvent1Amt
Event2	MH CEN RACE	Event2Nm
Gross Receipts Event2	$54,095	GrossReceiptsEvent2Amt
Charitable Contri Event2	$9,750	CharitableContriEvent2Amt
Gross Revenue Event2	$44,345	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$3,303	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$215	FoodAndBeverageEvent2Amt
Entertainment Event2	$550	EntertainmentEvent2Amt
Other Direct Expenses Event2	$26,534	OtherDirectExpensesEvent2Amt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$3,122,131	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,498,178	CharitableContributionsTotAmt
Gross Revenue Total Events	$623,953	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$3,303	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$62,302	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$6,253	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$570,347	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$642,205	DirectExpenseSummaryEventsAmt
Net Income Summary	-$18,252	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
BAPTIST HOSPITAL OF MIAMI INC
8900 NORTH KENDALL DRIVE	MIAMI	FL	33176	590910342	501 (C)(3)	$5,733,467	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
SOUTH MIAMI HOSPITAL INC
6200 SW 73 STREET	MIAMI	FL	33143	590872594	501 (C)(3)	$712,396	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
BAPTIST HEALTH SOUTH FLORIDA INC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	650267668	501 (C)(3)	$4,212,870	OPERATIONS
HOMESTEAD HOSPITAL
975 BAPTIST WAY	HOMESTEAD	FL	33033	650232993	501 (C)(3)	$404,631	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
DOCTORS HOSPITAL
5000 UNIVERSITY DR	CORAL GABLES	FL	33146	043775926	501 (C)(3)	$878,159	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
WEST KENDALL BAPTIST HOSPITAL
9555 SW 162 AVE	MIAMI	FL	33196	522438452	501 (C)(3)	$120,196	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	473090066	501 (C)(3)	$6,159,877	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
BAPTIST HEALTH MEDICAL GROUP INC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	462597739	501 (C)(3)	$3,093,919	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
FISHERMENS HEALTH INC
3301 OVERSEAS HIGHWAY	MARATHON	FL	33050	821682066	501 (C)(3)	$388,933	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
BETHESDA HOSPITAL INC
2815 S SEACREST BLVD	BOYNTON BEACH	FL	33435	592447554	501 (C)(3)	$532,723	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
BAPTIST OUTPATIENT SERVICES INC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	562290370	501 (C)(3)	$274,578	OPERATIONS
MARINERS HOSPITAL INC
91500 OVERSEAS HIGHWAY	TAVERNIER	FL	33070	591987355	501 (C)(3)	$297,578	OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS ROAD	BOCA RATON	FL	33486	591006663	501 (C)(3)	$262,095	OPERATIONS
OCEAN REEF MEDICAL CENTER FOUNDATION INC
4 CINNAMON BARK LAKE	KEY LARGO	FL	33037	650443146	501(c)(3)	$15,000	SPONSORSHIP AND FUNDRAISING IN SUPPORT OF THE COMMUNITY'S HEALTH.

Field	Value	IRS element (for citing)
Total501c3 Org	14	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	BAPTIST HEALTH SOUTH FLORIDA FOUNDATION CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH ITS MISSION. THE ORGANIZATION STRIVES TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES IT SERVES. TYPICALLY MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS THE COMMUNITIES RECEIVE	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	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	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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
Alexandra Villoch
CEO	$0	$494,031	$0	$304,020	$0	$35,993	$0	$67,784	$0	$28,113	$0	$929,940	$0	$16,721
Janette L Sanchez
Corporate VP of Finance	$0	$423,312	$0	$282,751	$0	$8,015	$0	$95,243	$0	$38,620	$0	$847,941	$0	$56,562
Joe Natoli
Former Chief Admin Officer	$0	$847,185	$0	$1,180,987	$0	$26,392	$0	$6,100	$0	$27,597	$0	$2,088,261	$0	$306,366
Barbara M James
VP Development and Support	$290,442	$0	$157,330	$0	$16,034	$0	$62,693	$0	$26,807	$0	$553,306	$0	$0	$0
Jamie L Thomas
AVP Development	$181,072	$0	$62,457	$0	$11,713	$0	$4,989	$0	$12,584	$0	$272,815	$0	$0	$0
Wendy Gentes
AVP Foundation	$170,028	$0	$60,489	$0	$12,628	$0	$4,933	$0	$22,417	$0	$270,495	$0	$0	$0
Jacqueline Omalley
AVP Development	$180,602	$0	$61,688	$0	$13,173	$0	$5,102	$0	$3,888	$0	$264,453	$0	$0	$0
Anna I Martinez
AVP Foundation	$182,329	$0	$58,178	$0	$12,244	$0	$5,024	$0	$4,542	$0	$262,318	$0	$0	$0
Kevin J Hughes
Dir Gift Planning	$127,329	$0	$32,170	$0	$1,770	$0	$3,365	$0	$23,189	$0	$187,823	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	THE SOUTH FLORIDA MARKET FOR HIGHLY COMPETENT HEALTHCARE EXECUTIVES REFLECTS A VERY COMPETITIVE ENVIRONMENT FOR QUALIFIED EXECUTIVES. IT IS COMPRISED OF LARGE, NATIONAL, FOR PROFIT CHAINS AND NOT-FOR-PROFIT HOSPITAL SYSTEMS AND STAND-ALONE HOSPITALS. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, INC. SEEKS EXECUTIVES OF VISION AND LEADERSHIP TO CARRY OUT THE ORGANIZATION'S FAITH-BASED MISSION OF QUALITY CARE AND COMMUNITY SERVICE. THE BOARD EXPECTS THESE EXECUTIVES TO PROVIDE LEADERSHIP THAT WILL PLACE BAPTIST HEALTH AMONG THE BEST HEALTHCARE SYSTEMS IN THE NATION FOR QUALITY AND EXCELLENCE. THE BOARD EXPECTS EXECUTIVES TO DEMONSTRATE INTEGRITY AND LOYALTY IN THE PERFORMANCE OF THEIR DUTIES AND TO ADHERE TO BAPTIST HEALTH'S CONFLICT OF INTEREST POLICY, EXECUTIVE CODE OF CONDUCT AND ALL COMPLIANCE/ETHICS POLICIES. EXECUTIVE COMPENSATION IS CONSIDERED THE FOUNDATION TO ATTRACT AND RETAIN EXECUTIVES WITH THE TALENT, EXPERIENCE AND CHARACTER TO MEET THESE EXPECTATIONS. THE BYLAWS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO BAPTIST HEALTH SOUTH FLORIDA, INC. ("BHSF"). BHSF'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR all of the entity's EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITSBENEFITS AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. THE COMPENSATION COMMITTEE DECISIONS ARE BASED ON THE FOLLOWING: 1. TOTAL COMPENSATION PACKAGE: RECRUITMENT AND RETENTION OF CAPABLE, PRODUCTIVE EXECUTIVES IS ACCOMPLISHED THROUGH DESIGN OF A TOTAL COMPENSATION PACKAGE THAT INCLUDES A BASE SALARY, AT-RISK INCENTIVE PAY, AND BENEFITS. IT IS THE OBJECTIVE OF BAPTIST HEALTH TO ENSURE A CONSISTENT COMPENSATION PHILOSOPHY ACROSS ALL EMPLOYEE AND LEADERSHIP LEVELS THAT REWARDS OUTSTANDING PERFORMANCE USING A CASH PLUS EMPLOYEE BENEFITS PACKAGE TARGETING THE 75TH PERCENTILE. BASE SALARIES OF FULLY PRODUCTIVE EXECUTIVES ARE INDEXED TO THE MEDIAN (50TH PERCENTILE) SALARY PAID BY SIMILAR HEALTHCARE ORGANIZATIONS. INCENTIVE PAY FOR SUPERIOR ACHIEVEMENT PROVIDES THE OPPORTUNITY FOR TOTAL CASH COMPENSATION AT THE 75TH PERCENTILE OF THE EXECUTIVE'S PEER GROUP IF THE EXECUTIVE EXCEEDS HIS/HER PERFORMANCE METRICS. 2. PERFORMANCE-BASED SALARY INCREASES: ONE OF THE KEY ELEMENTS OF BAPTIST HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY IS "PAY FOR PERFORMANCE." SALARY INCREASES ARE BASED UPON THE DEGREE TO WHICH EACH EXECUTIVE ACHIEVES HIS/HER INDIVIDUAL PERFORMANCE OBJECTIVES FOR THE YEAR, WHICH ARE TIED TO CORPORATE OBJECTIVES. GENERALLY THESE OBJECTIVES RELATE TO CLINICAL QUALITY; PATIENT, PHYSICIAN AND COMMUNITY SATISFACTION; CHARITY CARE AND MISSION GOALS; FINANCIAL PERFORMANCE AND EXPENSE MANAGEMENT. INDIVIDUAL AND GROUP PERFORMANCE AGAINST THESE OBJECTIVES IS REVIEWED BY THE COMPENSATION COMMITTEE AND BOARD OF TRUSTEES ANNUALLY AFTER THE CLOSE OF THE FISCAL YEAR. 3. MARKET-BASED SALARY INCREASES: THE BOARD'S COMPENSATION COMMITTEE REVIEWS THE MARKET VALUE OF EXECUTIVE POSITIONS ANNUALLY TO ASSURE THAT BAPTIST HEALTH'S PAY LEVELS ARE COMPETITIVE. THE INDEPENDENT CONSULTANT, SELECTED BY THE COMPENSATION COMMITTEE, OBTAINS EXECUTIVE SALARY INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT HEALTHCARE INSTITUTIONS OF COMPARABLE SIZE WITHIN FLORIDA AND THE UNITED STATES. BAPTIST HEALTH'S PEER GROUP IS COMPRISED OF OTHER COMPLEX NOT-FOR-PROFIT HOSPITAL SYSTEMS OF SIMILAR SIZE AND SCOPE, BUT DOES NOT INCLUDE FOR-PROFIT HOSPITALS, WHOSE COMPENSATION PRACTICES ARE FAR MORE GENEROUS. 4. NO GUARANTEED SALARY INCREASES: THERE IS NO GUARANTEE OF ANNUAL EXECUTIVE SALARY INCREASES. SALARY INCREASES DEPEND UPON THE ORGANIZATION'S ABILITY TO PAY, THE EXECUTIVE'S SALARY IN RELATION TO THE MARKET, THE EXECUTIVE'S PERFORMANCE LEVEL, AND INTERNAL PAY RELATIONSHIPS TO PEERS. 5. AT-RISK INCENTIVE PAY: KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS. 6. PERQUISITES: BAPTIST HEALTH EXECUTIVES ARE PROVIDED WITH A COMMON SET OF PERQUISITES THAT ARE TYPICAL OF OTHER RESPONSIBLE NOT-FOR-PROFIT ORGANIZATIONS TO ENABLE THEM TO MORE EFFECTIVELY CONDUCT THEIR BUSINESS. THESE BENEFITS ARE DEEMED BY THE COMPENSATION COMMITTEE TO BE APPROPRIATE AND CONSERVATIVE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	AS PART OF THE BAPTIST HEALTH SOUTH FLORIDA EXECUTIVE BENEFIT PLAN, EXECUTIVES ARE ELIGIBLE TO ALLOCATE A PORTION OF THEIR FLEXIBLE SPENDING ALLOWANCE TO A SUPPLEMENTAL SURVIVOR ACCUMULATION BENEFIT (SSAB) ACCOUNT. THE SSAB IS A LIFE INSURANCE PRODUCT THAT PROVIDES A DEFERRED RETIREMENT BENEFIT FOR THE EXECUTIVE OR A DEATH BENEFIT FOR THE EXECUTIVE'S SURVIVORS. CONTRIBUTIONS TO THE SSAB MAY BE MADE ANNUALLY TO THE PARTICIPANT'S ACCOUNT. ALL CONTRIBUTIONS ACCUMULATE, ALONG WITH INVESTMENT EARNINGS, FOR THE PERIOD THE EXECUTIVE PARTICIPATES. THE EXECUTIVE DOES NOT HAVE ACCESS TO THE CONTRIBUTIONS MADE OR THE RELATED INVESTMENT INCOME, ALL OF WHICH IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. PURSUANT TO THE SSAB PLAN GUIDELINES, THIS BENEFIT IS TERMINATED UPON AN EXECUTIVE REACHING AGE 65. HOWEVER, PAYMENT CAN BE DEFERRED TO A DATE AT LEAST TWO YEARS AFTER REACHING AGE 65 BUT NO LATER THAN 68. AT THAT TIME THE ENTIRE AMOUNT ACCUMULATED IS PAID OUT IN A LUMP SUM.
Schedule J, Part I, Line 7 Non-fixed payments	KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS.
Schedule J, Part II, Column (B)(ii) Executive Compensation	ALL EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES WHO HAVE CERTIFIED THAT THEY HAVE NO CONFLICT OF INTEREST WITH THE ORGANIZATION. REPORTABLE COMPENSATION INCLUDES BASE SALARY AS WELL AS PAYMENTS UNDER A FORMAL INCENTIVE PLAN, WHICH REWARDS SUCCESSFUL ACHIEVEMENT OF QUALITY, MISSION, CHARITY CARE, AND FINANCIAL CORPORATE OBJECTIVES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 1 ORGANIZATION'S MISSION	As part of the Baptist Health network, THE MISSION OF BAPTIST HEALTH SOUTH FLORIDA Foundation, Inc. is to improve the health and well-being of individuals, and to promote the sanctity and preservation of life, in the communities we serve. Baptist Health is a faith-based organization guided by the spirit of Jesus Christ and the Judeo-Christian ethic. We are committed to maintaining the highest standards of clinical and service excellence, enhanced through teaching, research and innovation, and rooted in the utmost integrity and moral practice. Consistent with its spiritual foundation, Baptist Health is dedicated to providing high-quality, cost-effective, compassionate healthcare services to all, regardless of religion, creed, race or national origin, including, as permitted by its resources, charity care to those in need.
Form 990, Part III, Line 4a PROGRAM ACCOMPLISHMENTS	CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, AND COMPASSIONATE HEALTHCARE SERVICES TO ALL, INCLUDING, AS PERMITTED BY OUR RESOURCES, CHARITY CARE TO THOSE IN NEED. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, BAPTIST HEALTH PROVIDED PATIENT SERVICES TO THE SOUTH FLORIDA AREA WITH 99,329 ADULT ADMISSIONS, 524,616 PATIENT DAYS, AND 543,524 EMERGENCY ROOM VISITS. DURING THAT SAME TIME PERIOD, URGENT CARE VISITS TOTALED 373,375, OUTPATIENT SURGERY CASES TOTALED 124,839, AND TOTAL OUTPATIENT VISITS WERE 2,015,934 SYSTEM-WIDE. AS OF SEPTEMBER 30, 2023, THE SYSTEM BOASTED 2,894 LICENSED INPATIENT BEDS, INCLUDING 2,709 ACUTE CARE BEDS. OVERALL, IN FY2023, BAPTIST HEALTH PROVIDED MORE THAN $472,000,000 IN COMMUNITY BENEFITS. THIS INCLUDED CHARITY CARE VALUED AT $111,013,100 AS WELL AS $275,352,886 IN UNCOMPENSATED SERVICES . THE ESTIMATED COST OF PROVIDING CHARITY SERVICES AND UNCOMPENSATED SERVICES IS BASED ON RECENT HISTORICAL COST-TO-CHARGE RATIOS FOR CHARITY PATIENTS AND MEDICAID PATIENTS FROM BHSF'S COST ACCOUNTING SYSTEM, APPLIED TO THE CURRENT PERIOD GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY AND MEDICAID PATIENTS. WE ALSO CONTRIBUTED $49,725,789 TO THE INDIGENT CARE FUND AND EXPENDED $7,216,437 FOR EDUCATIONAL PROGRAMS, SCREENINGS, CORPORATE SPONSORSHIPS AND DONATIONS. FREE COMMUNITY HEALTH AND WELLNESS PROGRAMS COVERED TOPICS RANGING FROM INSOMNIA AND FOOD SAFETY TO DIABETES AND WEIGHT CONTROL. BAPTIST HEALTH ALSO OFFERED COMPLIMENTARY SCREENINGS FOR CHOLESTEROL, BLOOD PRESSURE, BODY COMPOSITION, AND OSTEOPOROSIS. FURTHERING ITS COMMITMENT TO PROVIDING PRIMARY CARE SERVICES TO THOSE IN NEED, BAPTIST HEALTH DONATED $4,070,000 TO NEIGHBORHOOD NOT-FOR-PROFIT CLINICS, including: THE GOOD NEWS CARE CENTER IN FLORIDA CITY, OPEN DOOR HEALTH CENTER IN HOMESTEAD, THE GOOD HEALTH CLINIC IN TAVERNIER, THE CARIDAD CENTER IN BOYNTON BEACH, THE SOUTH MIAMI CHILDREN'S CLINIC IN SOUTH MIAMI, AND CARING FOR Miami Mobile Dental Clinic. Baptist Health SPENT $23,405,694 PAYING PHYSICIANS WHO PROVIDE CARE TO OUR COMMUNITY MEMBERS IN NEED. ADDITIONALLY, WE PROVIDED $4,826,060 IN PALLIATIVE CARE AND CHAPLAINCY CARE . BAPTIST HEALTH FULFILLS ITS MISSION TO PROVIDE COMPASSIONATE CARE NOT ONLY BY PROVIDING ASSISTANCE TO THOSE IN FINANCIAL NEED, BUT ALSO SUPPORTING SERVICES AT A LOSS THAT ARE ESSENTIAL TO THE COMMUNITY. BEYOND THE AFOREMENTIONED HEALTH-RELATED CONTRIBUTIONS, BAPTIST HEALTH ALSO EXERTS A SUBSTANTIAL AND POSITIVE IMPACT ON OUR COMMUNITY. WITH A WORKFORCE EXCEEDING 27,000 INDIVIDUALS , WE STAND AS SOUTH FLORIDA'S LARGEST PRIVATE EMPLOYER. BAPTIST HEALTH IS TAKING A LEADERSHIP ROLE BY COMMITTING TO THE ENVIRONMENTALLY RESPONSIBLE, ENERGY-EFFICIENT DESIGN AND FUNCTION OF OUR FACILITIES. THIS COMMITMENT APPLIES TO OUR DAY-TO-DAY OPERATIONS, FROM THE SUPPLIES WE PURCHASE TO THE VEHICLES WE USE. ALIGNED WITH OUR FAITH-BASED MISSION, BAPTIST HEALTH REMAINS COMMITTED TO MAKING A SIGNIFICANT, POSITIVE IMPACT ON THE COMMUNITIES IT SERVES.
Form 990, Part V, Line 1a US INFORMATIONAL RETURNS	BAPTIST HEALTH HAS A SYSTEM-WIDE TREASURY POLICY, WHICH RECOGNIZES ITS RESPONSIBILITY TO OVERSEE, MANAGE, AND COORDINATE ALL AFFILIATE OPERATIONS, INCLUDING THE TREASURY FUNCTIONS. BAPTIST HEALTH SOUTH FLORIDA, INC. ("BHSF") SERVES AS THE CENTRALIZED CASH RECEIPT AND DISBURSING AGENT FOR ALL BAPTIST HEALTH ENTITIES. AS SUCH ONLY BHSF ISSUES US INFORMATIONAL RETURNS.
Form 990, Part V, Line 2a EMPLOYEES REPORTED ON FORM W-3	BHSF IS THE APPOINTED PAY AGENT FOR ALL OF ITS AFFILIATES. AS SUCH ONLY BHSF ISSUES FORM W-3.
Form 990, Part VI, Line 15 PERFORMANCE-BASED EXECUTIVE COMPENSATION	THE SOUTH FLORIDA MARKET FOR HIGHLY COMPETENT HEALTHCARE EXECUTIVES REFLECTS A VERY COMPETITIVE ENVIRONMENT FOR QUALIFIED EXECUTIVES. IT IS COMPRISED OF LARGE, NATIONAL, FOR-PROFIT CHAINS AND NOT-FOR-PROFIT HOSPITAL SYSTEMS AND STAND-ALONE HOSPITALS. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, INC. SEEKS EXECUTIVES OF VISION AND LEADERSHIP TO CARRY OUT THE ORGANIZATION'S FAITH-BASED MISSION OF QUALITY CARE AND COMMUNITY SERVICE. THE BOARD EXPECTS THESE EXECUTIVES TO PROVIDE LEADERSHIP THAT WILL PLACE BAPTIST HEALTH AMONG THE BEST HEALTHCARE SYSTEMS IN THE NATION FOR QUALITY AND EXCELLENCE. THE BOARD EXPECTS EXECUTIVES TO DEMONSTRATE INTEGRITY AND LOYALTY IN THE PERFORMANCE OF THEIR DUTIES AND TO ADHERE TO BAPTIST HEALTH'S CONFLICT OF INTEREST POLICY, EXECUTIVE CODE OF CONDUCT AND ALL COMPLIANCE/ETHICS POLICIES. EXECUTIVE COMPENSATION IS CONSIDERED THE FOUNDATION TO ATTRACT AND RETAIN EXECUTIVES WITH THE TALENT, EXPERIENCE AND CHARACTER TO MEET THESE EXPECTATIONS. THE BYLAWS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO BAPTIST HEALTH SOUTH FLORIDA, INC. BHSF'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR all of the entity's EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITS AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY-RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. For further detail regarding the compensation structure, please refer to Schedule J, Part I, Line 3.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	JOHN SCOTT WESTON & ALYSA R. HERNAN - Family relationship, JOHN SCOTT WESTON & ROBERT NAMOFF - Business relationship, JOSEPH WESTON & JOHN SCOTT WESTON - Family relationship, JOHANNA PATERSON CARRIER & MICHAEL PEALE CARRIER - Family relationship, JAMES LEONARD & LINDSAY RABITO-LEONARD - Family relationship, NEIL SOSLER & JUDITH KATZEN - Family relationship, JORGE PEREZ & ALBERT TANO - Business relationship
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THIS ORGANIZATION IS PART OF BAPTIST HEALTH, AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA HAS THE RIGHT TO APPOINT SOME BOARD MEMBERS TO THE FOUNDATION'S BOARD OF DIRECTORS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	THIS ORGANIZATION IS PART OF BAPTIST HEALTH , AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, INC. HAS THE RIGHT TO APPROVE OR RATIFY CERTAIN CORPORATE DECISIONS OF THE ORGANIZATION.
Form 990, Part VI, Line 11b Review of form 990 by governing body	BAPTIST HEALTH MANAGEMENT IS RESPONSIBLE FOR THE ACCURACY AND COMPLETENESS OF THE TAX RETURNS OF BHSF AND ALL OF ITS NONPROFIT, CHARITABLE AFFILIATES. THIS FORM 990 HAS BEEN PREPARED IN CONFORMITY WITH THE INTERNAL REVENUE CODE AND TREASURY REGULATIONS. INDEPENDENT TAX CONSULTANTS AND MEMBERS OF MANAGEMENT HAVE REVIEWED IN DETAIL THE COMPLETED FORM 990. PRIOR TO FILING, THE FORM 990 PREPARATION PROCESS AND THE DOCUMENTS ARE DISCUSSED AT A MEETING OF THE FINANCE & RISK MANAGEMENT COMMITTEE OF THE BOARD OF DIRECTORS AND MADE AVAILABLE ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTARY. ADDITIONALLY, THE EXECUTIVE AND COMPENSATION COMMITTEES OF THE BHSF BOARD OF TRUSTEES, COMPOSED OF INDEPENDENT UNCOMPENSATED MEMBERS, REVIEW OTHER PERTINENT AREAS OF THE RETURN AS NEEDED. THE PRESIDENT AND CEO, AS WELL AS THE EXECUTIVE VICE PRESIDENT AND CFO, HEREBY CERTIFY AS TO THE ACCURACY AND COMPLETENESS OF THIS FORM 990.
Form 990, Part VI, Line 12c Conflict of interest policy	AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST OCCURS IN THOSE CIRCUMSTANCES WHERE AN EMPLOYEE'S JUDGEMENT COULD BE AFFECTED BECAUSE THE EMPLOYEE HAS A PERSONAL INTEREST, OTHER THAN THE RECEIPT OF COMPENSATION FROM BAPTIST HEALTH, IN THE OUTCOME OF A DECISION OVER WHICH THE EMPLOYEE HAS CONTROL OR INFLUENCE. FOR THE PURPOSES OF THIS POLICY, IT IS PRESUMED THAT MANAGERS HAVE CONTROL OR INFLUENCE OVER ANY DECISION AFFECTING A MATTER FOR WHICH A MANAGER HAS RESPONSIBILITY. A PERSONAL INTEREST EXISTS WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY STANDS TO DIRECTLY OR INDIRECTLY OBTAIN FINANCIAL GAIN AS A RESULT OF A DECISION. THIS POLICY IS INTENDED FOR ALL EMPLOYEES TO UNDERSTAND, IDENTIFY, MANAGE, AND APPROPRIATELY DISCLOSE THOSE TRANSACTIONS, WHICH COULD RESULT IN AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST. IN ACCORDANCE WITH OUR CODE OF ETHICS, HIGH ETHICAL STANDARDS MUST BE OBSERVED IN THE NEGOTIATION AND EXECUTION OF ALL BUSINESS ACTIVITIES CONDUCTED AT, BY OR WITH BAPTIST HEALTH. ANY DECISIONS MADE BY BAPTIST HEALTH EMPLOYEES MUST BE MADE IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS, WITH THE BEST ORGANIZATIONAL INTERESTS OF BAPTIST HEALTH AS THE HIGHEST PRIORITY AND WITHOUT REGARD TO THE PERSONAL GAIN OR INTEREST OF ANY OTHER PERSON OR ENTITY. LIKEWISE, THE APPEARANCE OF ANY SUCH IMPROPER INFLUENCE ON ANY DECISIONS SHOULD BE CONSCIOUSLY AVOIDED. EMPLOYEES SHOULD ALSO ADHERE TO POLICY 828 WHICH PROHIBITS VENDOR SPONSORED TRAVEL, POLICY 829 WHICH LIMITS ACCEPTANCE OF PERSONAL HONORARIUMS, AND POLICY 831 WHICH PROVIDES LIMITATIONS AND GUIDELINES ON PHILANTHROPIC SOLICITATION OF VENDORS. A POTENTIAL OR PERCEIVED CONFLICT OF INTEREST MAY EXIST IRRESPECTIVE OF THE INTENT OF THE EMPLOYEE. BOARD CONFLICT OF INTEREST Baptist Health has a strong and robust Conflict of Interest policy. The policy is meant to ensure that each member of the Board of Trustees governs the affairs of Baptist Health and its affiliates with honesty and integrity and makes decisions for the benefit of Baptist Health. Board of Trustee members may not be employed by Baptist Health, nor engaged to provide services to Baptist Health or any of its affiliates in exchange for cash compensation. Conflict free decision making extends beyond the Board members to include transactions that might benefit (I) the private interest of a member or his or her family (II) an organization controlled by a member of his or her family or (III) an organization in which a member or his or her family has a material interest. Since the appearance of a conflict of interest may be as damaging to Baptist Health's reputation as actually permitting a conflict to exist, each voting Board member of Baptist Health and its affiliates has a continuing obligation to disclose any potential conflicts. This continuing obligation is supplemented by an annual certification that the Board member is free from actual or potential conflicts of interest. The annual certification is reviewed by the Vice President of Audit and Compliance and the Chief Compliance Officer who reports directly to the Board. Potential conflicts are further reviewed by the Board's Ethics Committee. If a conflict does exist, the conflicted Board member may be required to (I) resign from the Board (II) eliminate the relationship which gives rise to the conflict or (III) recuse himself or herself from all discussions, votes or actions with regard to the matter creating the actual or potential conflict of interest. CONFLICT OF INTEREST POLICY COMPLIANCE ONE OF BAPTIST HEALTH'S GREATEST ASSETS IS THE INTEGRITY OF ITS VOLUNTEER BOARD MEMBERS. ONE WAY TO ASSURE INTEGRITY IS THE ORGANIZATION'S COMMITMENT TO A STRINGENT CONFLICT OF INTEREST POLICY FOR THEIR GOVERNING BOARDS AND MANAGEMENT. AS A PART OF A ROBUST CONFLICT OF INTEREST POLICY, BOARD MEMBERS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION FORM. THE AUDIT AND COMPLIANCE DEPARTMENT MONITOR TO ENSURE ALL VOTING MEMBERS SUBMIT THE DECLARATION FORM AND PERFORM NECESSARY RESEARCH TO UNDERSTAND IF A POTENTIAL CONFLICT EXISTS. ALL DISCLOSURES AND THE RELATED RESEARCH ARE SUMMARIZED FOR THE ETHICS COMMITTEE OF THE BAPTIST HEALTH SOUTH FLORIDA, INC. BOARD OF TRUSTEES. ANY DISCLOSURES THAT MAY RESULT IN THE APPEARANCE OF A CONFLICT ARE ADDRESSED BY THE COMMITTEE FOR ITS CONSIDERATION AND RESOLUTION.
Form 990, Part VI, Line 19 Required documents available to the public	DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. IN ADDITION, BOTH THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON THIRD PARTY WEBSITES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON WWW.BAPTISTHEALTH.NET.
Form 990, Part VII, Section A REPORTABLE COMPENSATION	THE AMOUNTS APPEARING AS REPORTABLE COMPENSATION ON FORM 990 PART VII FOR VOLUNTEER BOARD MEMBERS ARE COMPOSED OF EITHER PAYMENTS FOR SERVICES AS AN ELECTED REPRESENTATIVE OF THE MEDICAL STAFF, NON-CLINICAL SERVICES RENDERED TO BAPTIST HEALTH WHICH MAKE POSSIBLE AN IMPORTANT ADMINISTRATIVE FUNCTION, OR MINOR DISCOUNTS ON CLINICAL SERVICES RECEIVED AT A BAPTIST HEALTH FACILITY. ALL OF THESE AMOUNTS ARE REPORTED IN ACCORDANCE WITH THE RULES AND REGULATIONS PERTAINING TO IRS FORMS W-2 AND 1099 RESPECTIVELY.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - -335160; RELEASE FROM RESTRICTIONS USED FOR PROPERTY AND EQUIPMENT - 1712891; NET ASSETS RELEASED FROM RESTRICTION - -23072119; RESTRICTED INVESTMENT INCOME - 6025380; CHANGE IN VALUE OF LIFE INSURANCE POLICY - 38141; CONTRIBUTIONS TO AFFILIATES FOR OPERATIONS - 21161690; BOOK TO TAX DIFFERENCE FROM INVESTMENT IN PARTNERSHIP - 139773;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 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 SOUTH FLORIDA INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	650267668	SUPPORT	FL	501(c)(3)	Type III-FI	NA	false
BAPTIST HOSPITAL OF MIAMI INC
8900 N KENDALL DRIVE	MIAMI	FL	33176	590910342	HOSPITAL	FL	501(c)(3)	3	BHSF	false
SOUTH MIAMI HOSPITAL INC
6200 SW 73 ST	MIAMI	FL	33143	590872594	HOSPITAL	FL	501(c)(3)	3	BHSF	false
HOMESTEAD HOSPITAL INC
975 BAPTIST WAY	HOMESTEAD	FL	33033	650232993	HOSPITAL	FL	501(c)(3)	3	BHSF	false
MARINERS HOSPITAL INC
91500 OVERSEAS HIGHWAY	TAVERNIER	FL	33070	591987355	HOSPITAL	FL	501(c)(3)	3	BHSF	false
WEST KENDALL BAPTIST HOSPITAL INC
9555 SW 162 AVE	MIAMI	FL	33196	522438452	HOSPITAL	FL	501(c)(3)	3	BHSF	false
DOCTORS HOSPITAL INC
5000 UNIVERSITY DRIVE	CORAL GABLES	FL	33146	043775926	HOSPITAL	FL	501(c)(3)	3	BHSF	false
BAPTIST OUTPATIENT SERVICES INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	562290370	MED. DIAG.	FL	501(c)(3)	3	BHSF	false
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	591923401	FUNDRAISING	FL	501(c)(3)	7	BHSF	false
BAPTIST HEALTH MEDICAL GROUP INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	462597739	HEALTHCARE	FL	501(c)(3)	10	BHSF	false
MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	473090066	HEALTHCARE	FL	501(c)(3)	Type III-FI	BHSF	false
FISHERMENS HEALTH INC
3301 OVERSEAS HWY	MARATHON	FL	33050	821682066	HOSPITAL	FL	501(c)(3)	3	BHSF	false
BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES INC
2815 S SEACREST BLVD	BOYNTON BEACH	FL	33435	592771779	O/P MEDICAL SERVICES	FL	501(c)(3)	10	BHI	false
BETHESDA OUTPATIENT SERVICES INC
2815 S SEACREST BLVD	BOYNTON BEACH	FL	33435	650561263	O/P MEDICAL SERVICES	FL	501(c)(3)	10	BHI	false
BETHESDA HOSPITAL INC
2815 S SEACREST BLVD	BOYNTON BEACH	FL	33435	592447554	HOSPITAL	FL	501(c)(3)	3	BHI	false
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS ROAD	BOCA RATON	FL	33486	591006663	HOSPITAL	FL	501(c)(3)	3	BRRH	false
BRRH HOME HEALTH SERVICES INC
800 MEADOWS ROAD	BOCA RATON	FL	33486	650044715	O/P MEDICAL SERVICES	FL	501(c)(3)	Type III-FI	BRRH	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
KENDALL PROFESSIONAL CENTER LIMITED
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	592645094	LEASING OFFICE SPACE	FL	NA	N/A
BAPTIST SLEEP CENTERS OF SOUTH FLORIDA LLC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	273597226	MEDICAL SERVICES	FL	NA	N/A
BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	201796841	MEDICAL SERVICES	FL	NA	N/A
BAPTIST HEALTH SURGERY CENTER LLC
8900 N KENDALL DRIVE	MIAMI	FL	33176	650663357	MEDICAL SERVICES	FL	NA	N/A
AMSURG BAPTIST NETWORK ALLIANCE LLC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	473088958	HOLDING COMPANY	FL	NA	N/A
BAPTIST AMBULATORY ALLIANCE LLC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	814431967	HOLDING COMPANY	FL	NA	N/A
HEALTH NETWORK AMBULATORY ALLIANCE LLC
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	814490589	HOLDING COMPANY	FL	NA	N/A
MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY
6855 RED ROAD SUITE 600	CORAL GABLES	FL	33143	474128811	CARDIAC MEDICAL CENTER	FL	NA	N/A
MEDLEY OPPORTUNITY FUND III LP
280 PARK AVENUE 6TH FLOOR EAST	NEW YORK	NY	10152	471284126	INVESTMENT IN DEBT	NY	NA	N/A
BAPTISTBELMONT CG JV LLC
7660 WOODWAY DRIVE SUITE 400	HOUSTON	TX	77063	843628646	MEDICAL SERVICES	TX	NA	N/A
BVBP PURSUIT LLC
7660 WOODWAY DRIVE SUITE 400	HOUSTON	TX	77063	843693526	MEDICAL SERVICES	TX	NA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 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	Address Line2USAddress/AddressLine2Txt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
BAPTIST HEALTH ENTERPRISES INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	592572862	REAL ESTATE MANAGEMENT	FL	NA	C Corporation	false
SAMARITAN RISK RETENTION GROUP
146 Fairchild Street	Charleston	SC	29492	203433505	INSURANCE	SC	NA	C Corporation	false	Suite 135
PINEAPPLE INSURANCE COMPANY
				980465790	INSURANCE		NA	C Corporation	false		CJ
BMAB EAST TOWER INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	654047110	LEASE OFFICE SPACE	FL	NA	C Corporation	false
BAPTIST MEDICAL SERVICES CORP
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	650506620	HOLDING COMPANY	FL	NA	C Corporation	false
KENDALL CREDIT & BUSINESS SERVICES INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	650434778	COLLECTION AGENCY	FL	NA	C Corporation	false
SOUTH MIAMI HEALTH ENTERPRISES INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	592623930	MEDICAL CENTER	FL	NA	C Corporation	false
BAPTIST AMBULATORY SERVICES INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	421573814	HOLDING COMPANY	FL	NA	C Corporation	false
BHE REALTY INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	900152617	REAL ESTATE BROKER	FL	NA	C Corporation	false
BAPTIST ANCILLARY SERVICES INC
6855 RED ROAD STE 600	CORAL GABLES	FL	33143	550800138	HOLDING COMPANY	FL	NA	C Corporation	false
BETHESDA HEALTH PHYSICIAN GROUP INC
2815 S SEACREST BLVD	BOYNTON BEACH	FL	33435	650561267	PHYSICIAN OFFICES	FL	NA	C Corporation	false
BETHESDA HOLDING COMPANY INC
2815 S SEACREST BLVD	BOYNTON BEACH	FL	33435	592663767	HOLDING COMPANY	FL	NA	C Corporation	false
PALM BEACH CREDIT ADJUSTORS INC
2815 S SEACREST BLVD	BOYNTON BEACH	FL	33435	592507658	INVESTMENT	FL	NA	C Corporation	false
BOCACARE INC
800 MEADOWS ROAD	BOCA RATON	FL	33486	264190328	PHYSICIAN OFFICES	FL	NA	C Corporation	false
BAPTIST HEALTH INTERNATIONAL CAYMAN ISLAND LTD
					MEDICAL SERVICES		NA	C Corporation	false		CJ

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	false	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