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-202240567 500909939 4253 4253 500914192 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 Charity Care - -XXX-XX-XXXX Bad Debt Expense - -85419156 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Transfer from Restricted Fund Equipment - 110320 GAIN / LOSS ON SALE OF FIXED ASSETS - 4253 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 CHARITY CARE - -XXX-XX-XXXX BAD DEBT EXPENSE - -85419156 - Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements GAIN / LOSS ON SALE OF FIXED ASSETS - 4253 true true X true X 300 false true true true false true true 3450 30594442 30594442 0.0736 67144133 22099998 45044135 0.1084 0 0.0 0 3450 97738575 22099998 75638577 0.1820 969583 12612 956971 0.0023 0 0.0 2774909 2774909 0.0067 0 0.0 558451 558451 0.0013 0 0 4302943 12612 4290331 0.0103 0 3450 102041518 22112610 79928908 0.1924 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 17181058 35724290 30480022 5244268 X true true 1 1 HOMESTEAD HOSPITAL INC 975 BAPTIST WAY HOMESTEAD FL 33033 WWW.BAPTISTHEALTH.NET FL LICENSE #4486 X X X HOMESTEAD HOSPITAL INC 1 false false true X X X X X X X X X 21 true true false true X The CHNA report has been made widely available on the Baptist Health website. https://baptisthealth X true 21 true The most recent Implementation Plan has been made widely available on the Baptist Health website. ht false true X 300.0 0.0 X X X X false true X X X true X SEE PART VI X SEE PART VI X PART VI X X X X X X true X false X X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - HOMESTEAD HOSPITAL. For its FY2022 Community Health Needs Assessment ("CHNA"), Baptist Health South Florida, Inc. and its affiliates ("Baptist Health "BHSF") conducted the assessment of the Homestead Hospital South Dade community. The designated service area for Homestead Hospital consists of six (6) Zip Codes in Miami-Dade County. FOCUS GROUPS: A total of three (3) focus groups were held to gather key internal and external stakeholder feedback. Internal stakeholders included various members of hospital leadership, representatives from case management, nursing, community relations, and physicians. External stakeholders included community first responders, clergy leaders, local government, patients, and representatives from various community-based organizations. Stakeholders were presented with various levels of public health data, encompassing national, state, county, and zip code specific data, when available. Focus group participants were asked to consider this data and personal/professional perspective during the qualitative question and answer portion of the focus group session. Some topics addressed were: What are the greatest health challenges our communities are facing? Explain potential challenges to improving health outcomes and how the Homestead Hospital can provide support in improving health outcomes. In addition to the in-person focus groups, an online survey was administered to organizations that were unable to attend the in-person focus group sessions. This ten (10) question survey provided an additional avenue to receive feedback from community stakeholders. Homestead Hospital Focus group insights: The focus group participants discussed the topics of socioeconomic challenges, access to care, availability of primary care and prevention, healthy lifestyles and wellness, and behavioral health facing the South Dade community. The community struggles with access to healthy foods, and chronic disease management resources, as well as other risky behaviors, such as unhealthy diet, dropping out of school, alcohol abuse, vaping, and smoking. Social determinants of health, such as income, education and neighborhood affect residents' access to insurance and healthcare, which subsequently affects an individual's health status. Another topic discussed at length was the impact of lack of preventive care. Highlighting the importance of health screenings, diagnostic exams, and the need for building a relationship with primary care doctors for early intervention and treatment. Opportunities to improve the health of our community discussed by the focus groups emphasized expanding or creating more community health centers focused on chronic condition management, health education emphasizing mental and physical wellness, medication management and discounted health services. Members identified opportunities to expand community education through partnerships and special programs offering free or low-cost options. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - HOMESTEAD HOSPITAL. For its FY2022 CHNA, Baptist Health conducted the assessment for Homestead Hospital. In order to ensure broad community input, Baptist Health and the Community Development Department at Homestead Hospital organized the 2022 CHNA process. External and internal community partners were identified to participate in the spring CHNA focus groups. Key stakeholders in the Homestead Hospital community were invited to one of three scheduled focus groups, held via Zoom. The report considers the latest government and public statistics, hospital data and feedback from the various focus groups and surveys. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - HOMESTEAD HOSPITAL. HOMESTEAD HOSPITAL CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT IN FY2022 TO BETTER UNDERSTAND THE HEALTHCARE NEEDS OF THE COMMUNITY IT SERVES IN SOUTHERN MIAMI-DADE COUNTY. 1. ACCESS TO CARE 2. AVAILABILITY OF PRIMARY CARE AND PREVENTION 3. BEHAVIORAL HEALTH 4. SOCIOECONOMIC CHALLENGES 5. HEALTHY LIFESTYLES AND WELLNESS THE WRITTEN IMPLEMENTATION PLAN ADDRESSES EACH OF THESE FIVE PRIORITY AREAS, WITH STRATEGIES ORGANIZED AROUND EACH PRIORITY AREA. 1. ACCESS TO CARE * Baptist Health contributed $4.3 million in cash to support access to care and $74,000 in foregone rent to community clinics. Baptist Health provides funding to support operations for ten (10) community clinics and other organizations: - Palm Beach County: Caridad Center and Palm Beach Medical Society Services - Miami-Dade County: Caring for Miami, Chapman Partnership, Good News Care Center, Good Samaritan Clinic, Homestead Community Health Center, Miami Lighthouse for the Blind and Visually Impaired , Open Door Health Center, and South Miami Children's Clinic - Monroe County: Florida Keys Area Health Centers and Good Health Clinic Homestead Hospital Pharmacy contributed $255,398 of in-kind medication to Open Door Health Center. Although Homestead Hospital does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact the Homestead Hospital community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * Baptist Health contributed $165,000 in rental assistance to PATCHES PPEC to support the care of medically complex children in South Dade. * Homestead Hospital had a total of 1,360 clinic patient encounters at a total cost of $626,772. * Financial Assistance Policy - Homestead Hospital provided$24.509 million in charity care to 3,450 unique individuals through 5,019 totalpatient encounters. Additionally, it contributed $280,653 towards pharmaceutical assistance, $201,580 for transportation and medical equipment, and $619,934 in outpatient dialysis support to charity patients. * Homestead Hospital incurred a Medicaid shortfall of $39.391 million, resulting from 29,806 cases, during FY2023. * Care On Demand ("COD") serves as Baptist Health's telehealth platform and digital front door to accessing the system. Service is now available across multiple specialties to address our patients' needs. The platform provided 18,254 virtual urgent care visits, with 9,994 being provided free of charge. In Miami-Dade County, COD provided 12,577 virtual urgent care visits, with 6,952 being free of charge. In addition to urgent care visits, Baptist Health offered specialty visits through the COD platform, including 67 for Diet and Nutrition, 8 for Orthopedic, 7 for Lactation, and 3 for Cancer Care. Although Homestead Hospital does not directly provide telehealth support via COD, Baptist Health as a system provides support to directly impact the Homestead Hospital community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * Baptist Health contributed $145,000 to Catalyst Miami, through the Community Benefit department, to assist clients with SNAP (food stamps), Medicaid, financial coaching, Children's Health Insurance Program (CHIP), tax preparation, and SSI/Disability linkage. In FY2023, Catalyst Miami supported healthcare navigation to residents throughout Homestead, Florida City and the greater South Dade community . Although Homestead Hospital does not directly provide cash contributions to Catalyst Miami, Baptist Health as a system provides support to directly impact the communities of Miami-Dade County. * In partnership with the Homestead Community Health Center, 46 percent of patients referred to the Agape Network from the clinic underwent psychiatric evaluation. Additionally, Homestead Community Health Center achieved significant reductions in readmissions of Congested Heart Failure and Diabetes patients. * Baptist Health provided $23.406 million in direct support to community physicians for medical care to treat uninsured patients and ensure access to providers in Monroe County, the areas of South Dade, and the City of Boynton Beach. Although Homestead Hospital does not directly provide cash contributions, Baptist Health as a system provides support to directly impact the communities of Miami-Dade County. 2. AVAILABILITY OF PRIMARY CARE AND PREVENTION * Baptist Health primary care has 13 offices serving Miami-Dade County. Although Homestead Hospital does not directly provide primary care to the community, Baptist Health Primary Care provides primary care services to directly impact the Homestead Hospital and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * Baptist Health sustains its commitment to the ongoing education of its primary care providers and allied health professionals through its accredited Continuing Medical Education ("CME") program. In FY2023, it offered 370 conferences attended by 130,448 health professionals. Furthermore, 2,503 credits were offered, resulting in the awarding of a total of 218,180 CME/CE credits to participants who completed multiple activities. Although Homestead Hospital does not provide CMEs directly to community physicians and health professionals, Baptist Health provides CMEs to directly impact the Homestead Hospital community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * To make prevention screenings accessible for everyone, Baptist Health offers special pricing for uninsured patients. Baptist Health provided 10,472 discounted diagnostic tests, of which 6,993 were in Miami-Dade. Homestead Hospital administered 456 cardiac scoring tests and 17 discounted lung screening tests. Baptist Outpatient Services, in Miami-Dade County, offered the following discounted diagnostic tests; 2,584 cardiac scoring, 334 lung screening, and 1,323 mammograms. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - HOMESTEAD HOSPITAL, CONT.. 3. BEHAVIORAL HEALTH * Six Behavioral Health support groups were offered throughout the Baptist Health system and the system hosted a total of 464 participants. * Baptist Health is committed to improving the health and wellness of the community. The Community Health Department ("Community Health") offers free in-person and virtual behavioral health education, focusing on topics such as stress management, mindfulness, meditation, and various mental health issues. These health programs and workshops are offered to the community-at-large and to smaller, restricted groups, in partnership with community organizations, or other media outlets, like Baptist Health Resource Blogs, Facebook and Instagram Live programs, Tik Tok videos, and articles for websites such as Healthline and newspapers. In FY2023, the Community Health Department offered 405 classes focused on behavioral health to a total of 13,175 community participants. * Postpartum depression, a severe condition associated with a number of risk factors, manifests differently among women and at different points during the postpartum period. Baptist Hospital of Miami, South Miami Hospital, West Kendall Baptist Hospital, Homestead Hospital, Bethesda Hospital East, and Boca Raton Regional Hospital have standardized a protocol ensuring that all new mothers in their labor and delivery departments receive a postpartum depression screening prior to discharge. Patients who score high on the Edinburgh Postnatal Depression Scale are referred to the Social Work department for evaluation, and their primary obstetrician is notified for further evaluation. During FY23, of all the patients screened for postpartum depression at Homestead Hospital, 15 women scored above 10, and 12 required OB physician notification. * The Baker Act is a Florida law that enables families and loved ones to provide emergency mental health services and temporary detention for people who are impaired because of their mental illness, and who are unable to determine their treatment needs. In partnership with Banyan Health Systems, 75 percent of the patients in need of Baker Act transfers from a Baptist Health Miami-Dade County entity to a federally qualified receiving facility were placed within four hours of being admitted to the emergency department. Baptist Health's Miami-Dade County entities were able to coordinate the referral of 962 Baker Act patients to behavioral health providers in the community, of which 720 were transferred within the stipulated four-hour timeframe. * Baptist Health has been able to establish behavioral health partnerships to help support our communities through community benefit support. In FY2023, Baptist Health contributed $556,761 to support our partners. These organizations provide psychiatric assessments, free outpatient counseling, bereavement support groups, inpatient substance use treatment, and free/low-cost medications for Baptist Health's patients and our community's members. - Monroe County: Autism Society of the Keys and Florida Keys Children's Shelter - Miami-Dade County: 211 Miami-Dade and Monroe, Agape Network, Children's Bereavement Center, New Hope Corps, and Sofia's Hope. - Broward County: Children's Bereavement Center and Eagles Haven - Palm Beach County: Faulk Center for Counseling Although Homestead Hospital does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact the Homestead Hospital community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * Psychotherapists have continued collaboration with Baptist Health Primary Care physicians in supporting their Empowerment Program for depression patients. Although Homestead Hospital does not directly offer the Empowerment Program, Baptist Health Primary Care provides this program as a resource to the primary care patients in Miami-Dade County. * In FY2023, Baptist Health provided a total of 1,168 behavioral health visits on Care-On-Demand to the community, with 1,048 of these services being provided to Miami-Dade County residents. Although Homestead Hospital does not directly provide behavioral health support via tele-health, Baptist Health as a system provides support to directly impact the Homestead Hospital community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * Baptist Health has implemented a depression screening questionnaire across our primary care practices for all patients. Those screening positively will receive further assessment to guide treatment planning. Homestead Hospital has implemented the Columbia Suicide Severity Rating Scale (C-SSRS) in the hospital's emergency department. The C-SSRS is a measure used to identify and assess individuals at risk for suicide. Providers should use the scale as a measure of suicidal ideation, intent or plan, and past suicidal behavior. This scale is used to guide appropriate therapeutic intervention and to facilitate safety monitoring and planning. Baptist Health has implemented the C-SSRS at all of its entities across the system. 4. SOCIOECONOMIC CHALLENGE * Housing insecurities - Baptist Health, through its partnership with Habitat for Humanity, contributed to housing projects in Palm Beach, Miami-Dade, and Monroe counties. Specifically, contributions were made to help partially sponsor a home in Boynton Beach, FL; five houses in Miami-Dade County, complete a 4 Unit project and break ground on an additional 10 units in the Upper Keys, and complete 9 home units in the Middle Keys. In addition to employee volunteer hours, Baptist Health contributed $370,000 . Although Homestead Hospital does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact the Homestead Hospital community and the communities of Monroe, Miami-Dade, and Palm Beach counties. * Baptist Health contributed a total of $192,850 to the United Way organization benefiting the communities of Palm Beach, Broward, Miami-Dade, and Monroe. The community plan fund for United Way disburses funds to directly support the community's residents through partnerships with local organizations, as well as United Way initiatives like the Center for Excellence and Early Education, Center for Financial Stability, Mission United, and more. Although Homestead Hospital does not directly provide cash contributions to the listed organization, Baptist Health as a system provides support to directly impact the communities of South Dade. * Homestead Hospital participated in the MAST Academy volunteer program lecture series, offering students both on-the-job training and educational session. Homestead Hospital hosted 300 students in four presentations. Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - HOMESTEAD HOSPITAL, CONT.. 5. HEALTHY LIFESTYLES AND WELLNESS * Baptist Health contributed $276,000 to support chronic disease management organizations. - Palm Beach: YMCA South Palm Beach - Broward: Gilda's Club of South Florida and We Stand Together - Miami-Dade: American Heart Association, Be the Match, BRCA Strong, Leukemia & Lymphoma Society, Lotus House, Miggy's Gift, Pancan Purple Stride, Sharsheret, and Susan G Komen - Multiple Counties: American Cancer Society and Gift of Life Although Homestead Hospital does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact the Homestead Hospital community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * Baptist Health contributed $83,000 to support healthy lifestyles and wellness organizations. - Palm Beach: 211 Palm Beach/Treasure Coast - Broward: Healthy Mothers Healthy Babies - Miami-Dade: Center for Family and Child Enrichment - Monroe: Monroe County School District * Thirty-nine (39) chronic disease management support groups were offered throughout the Baptist Health system and hosted 1,640 participants. * Baptist Health is committed to improving the health and wellness of the community. The Community Health Department offers free chronic disease management education, focusing on topics such as diabetes management, nutrition, heart health, and other chronic disease issues. Community Health offered 43 chronic disease management programs hosting 1,384 participants. Community Health offered 65 nutrition programs hosting 2,636 participants. In the Homestead Hospital service area, one program was offered to four participants. * The Community Health Department hosted 2,647 exercise classes, totaling 89,523 exercise encounters and 921 educational programs - many focused on healthy eating and nutrition - reaching 29,006 participants and conducting 4,397 biometric screenings. In the Homestead Hospital, Community Health offered 49 exercise classes attended by 1,112 participants. Additionally, Community Health offered 113 health screenings and one health fair in the Homestead Hospital primary service area during FY23. Although Homestead Hospital does not directly provide community health exercise classes or health screenings, Baptist Health community health department provides support to directly impact the Homestead Hospital community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * The Community Health Department offered the CDC's (Centers for Disease Control) fully recognized Diabetes Prevention Program, Beat Diabetes: Take Control, free of charge to 25 community participants. Two participants were from the Homestead Hospital service area. The two cohorts met via Zoom. The lifestyle change program provided weekly and monthly sessions over the course of the 12-month program, with the goal of participants reducing their starting weight by 5-7 percent by the culmination of the program. * Homestead Hospital's "Healthy Homestead" initiative aimed to foster a community culture where people prioritize health and well-being. In FY23, Homestead Hospital hosted 5,129 community members to participate in 40 events. * Homestead Hospital pioneered the Grow2Heal ("G2H") Garden in 2014 to help educate the community about nutrition and disease prevention. In FY23, G2H staff participated in various community events, education programs, student field trips, and harvested produce. Homestead Hospital G2H participation efforts included hosting 44 field trips to 366 students, participating in 17 events attended by 1,624 participants, and harvesting over 6,331 lbs. of produce. ALL IDENTIFIED NEEDS ARE BEING ADDRESSED IN VARIOUS FORMS, EITHER DIRECTLY BY BAPTIST HEALTH OR IN COLLABORATION WITH EXTERNAL COMMUNITY-BASED ORGANIZATIONS. 0 Schedule H, Part VI, Line 6 AFFILIATED HEALTH CARE SYSTEM BAPTIST HEALTH SOUTH FLORIDA AND ITS AFFILIATES ("BAPTIST HEALTH") OFFER A COMPREHENSIVE CONTINUUM OF SERVICES, EITHER THROUGH THEIR OWN PROGRAMS OR IN COOPERATION WITH OTHER HEALTHCARE PROVIDERS. BAPTIST HEALTH'S PROGRAMS AND SERVICES INCLUDE THE FOLLOWING: Baptist Health Heart & Vascular Care: We provide convenient cardiovascular care throughout Miami-Dade, Broward, Palm Beach and Monroe Counties across our 11 hospitals, specialty physician practices and renowned institutes: Baptist Health Miami Cardiac & Vascular Institute and Christine E. Lynn Heart & Vascular Institute. BAPTIST HEALTH MIAMI CARDIAC & VASCULAR INSTITUTE: BAPTIST HEALTH MIAMI CARDIAC & VASCULAR INSTITUTE IS THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR FACILITY IN THE REGION. PATIENTS CAN EXPERIENCE CONSISTENT, EXCEPTIONAL, EVIDENCE-BASED CARE AT INSTITUTE LOCATIONS THROUGHOUT BAPTIST HEALTH. THE INSITITUTE'S TEAM OF MULTILINGUAL, MULTIDISCIPLINARY SPECIALISTS HAVE PIONEERED THE DEVELOPMENT OF TECHNOLOGY USED TO TREAT ANEURYSMS, BLOCKAGES IN VEINS AND ARTERIES, AND HOLES IN THE HEART. MIAMI CARDIAC & VASCULAR INSTITUTE PARTICIPATES IN CLINICAL RESEARCH STUDIES AND OFFERS THE MOST MINIMALLY INVASIVE OPTIONS WHENEVER FEASIBLE. THE INSTITUTE ALSO EXTENDS PERSONALIZED EDUCATION AND REHABILITATION SERVICES TO HELP MANAGE EXISTING CONDITIONS AND PREVENT CARDIOVASCULAR DISEASES. THE INSTITUTE ADHERES TO QUALITY STANDARDS ESTABLISHED BY THE AMERICAN COLLEGE OF CARDIOLOGY, SOCIETY OF INTERVENTIONAL RADIOLOGY, AMERICAN COLLEGE OF RADIOLOGY, SOCIETY FOR VASCULAR SURGERY, AND SOCIETY OF THORACIC SURGERY. ESTABLISHED IN 1987 UNDER THE LEADERSHIP OF BARRY T. KATZEN M.D., MIAMI CARDIAC & VASCULAR INSTITUTE HAS GARNERED INTERNATIONAL RECOGNITION, WITH DR. KATZEN BEING THE FIRST AMERICAN RECIPIENT TO EARN THE CARDIOVASCULAR AND RADIOLOGICAL SOCIETY OF EUROPE'S GOLD MEDAL AWARD FOR HIS GROUNDBREAKING WORK IN INTERVENTIONAL RADIOLOGY, INCLUDING THE USE OF STENTS FOR PROPPING OPEN MAJOR BLOOD VESSELS OUTSIDE THE HEART. TODAY, THE INSTITUTE HAS MORE THAN 100 PHYSICIANS WHO REPRESENT MORE THAN 15 SPECIALTIES AND HAVE MET STRINGENT REQUIREMENTS FOR ONGOING MEDICAL EDUCATION, TRAINING, AND RESEARCH. THE INSTITUTE ALSO EMPLOYS MORE THAN 800 NURSES, TECHNOLOGISTS, AND OTHER ALLIED HEALTH PROFESSIONALS. EACH YEAR, MIAMI CARDIAC & VASCULAR INSTITUTE HOSTS THE INTERNATIONAL SYMPOSIUM ON ENDOVASCULAR THERAPY, WITH MORE THAN 800 CARDIAC AND VASCULAR SPECIALISTS IN ATTENDANCE. Baptist Health Cancer Care Baptist Health Cancer Care is the largest cancer program in South Florida, providing local, out-of-state and international patients with the most advanced cancer care. With locations from the Florida Keys to the Palm Beaches, the program provides cancer patients access to a full array of innovative clinical trials, physicians dedicated to bringing discovery to the bedside, access to personalized cancer treatments and comprehensive patient support services - all delivered with unparalleled compassion. At the heart of Baptist Health Cancer Care is its premier state-of-the-art institutes: Baptist Health Miami Cancer Institute and The Eugene M. & Christine E. Lynn Cancer Institute. These institutes boast renowned subspecialized surgical oncologists, medical oncologists and radiation oncologists, and highly advanced technologies available to treat every common and rare cancer. MIAMI CANCER INSTITUTE Miami Cancer Institute opened its doors in 2017. Today, the Institute stands as a cornerstone of cancer care within Baptist Health. The $430 million, 445,000 square foot facility offers comprehensive quality cancer care to all in the South Florida area and beyond. Miami Cancer Institute became the third full member, and the only one in Florida, of the Memorial Sloan Kettering (MSK) Cancer Alliance. This initiative is designed to collaboratively guide community providers toward state-of-the-art cancer care. Miami Cancer Institute offers a unique, hybrid academic community cancer center model backed by 30 years of Baptist Health expertise in cancer care. The facility, located on the Baptist Hospital campus, consolidates many outpatient rooms, clinical services, and additional technologies. Most notable is that the Institute is home to one of the most comprehensive and advanced radiation oncology programs in the world, including South Florida's first proton therapy center. The precision of proton therapy allows physicians to target cancer cells without damaging healthy tissue and vital organs, providing patients the best possible quality of life. Miami Cancer Institute draws a significant number of patients from outside the United States, as well as leading medical and business professionals to South Florida for conferences, symposia, and other events. The Hilton Miami-Dadeland - a 184-room, full-service hotel and conference center - opened in 2019 and has been an essential component to serving out-of-town patients and guests visiting the Cancer Institute, as well as those who come to the area for other types of care. Our cancer experts and other health care professionals work with patients in a variety of settings, including an intensive care unit and specialized cancer settings for inpatient and outpatient treatments. Baptist Hospital of Miami and South Miami Hospital are accredited with commendation by the American College of Surgeons Commission on Cancer. Miami Cancer Institute is also leading efforts to address inequities in cancer care and clinical trial enrollment. Through its recently established Center for Equity in Cancer Care & Research, the institute is actively working to identify and decrease disparities in cancer care and to expand the participation of underserved populations in clinical trials. Miami Cancer Institute stands as an integral part of Baptist Health Cancer Care, dedicated to providing unparalleled care and pioneering advancements in the field of oncology. LYNN CANCER INSTITUTE The Eugene M. & Christine E. Lynn Cancer Institute is one of the largest cancer centers in South Florida and is accredited as a Comprehensive Cancer Center by the American College of Surgeons. Each year, the Lynn Cancer Institute provides treatment to an estimated 4,000 newly diagnosed cancer patients. The facilities include the Harvey & Phyllis Sandler Pavilion, a state-of-the-art cancer center; as well as other respective satellite locations in Delray Beach. Lynn Cancer Institute operates under the umbrella of Baptist Health Cancer Care, embodying our commitment to excellence in cancer treatment and care. As an extension, Christine E. Lynn Women's Health and Wellness Institute is a one-stop shop for all women's screenings and care. Additionally, the Barbara C. and Irving Gutin Center for Proton Therapy is set to open its doors to patients in 2025. As the proton therapy facility in Boca Raton, this center will treat patients at Lynn Cancer Institute eager to receive radiation therapy as part of their treatment plan. More than 30 oncology physicians in a full complement of oncology professionals are on staff to serve the patients at Lynn Cancer Institute. Our patients receive treatment and services from specialists in genetics, surgery, radiation oncology, medical oncology, pathology and imaging. In addition, our staff includes research nurses, who improve patient access to clinical trials and the most advanced forms of treatment. BAPTIST HEALTH ORTHOPEDIC CARE BAPTIST HEALTH ORTHOPEDIC CARE IS COMPRISED OF BOARD-CERTIFIED, FELLOWSHIP-TRAINED ORTHOPEDIC PHYSICIANS WHO ARE RECOGNIZED LOCALLY, NATIONALLY, AND INTERNATIONALLY AS LEADERS IN ORTHOPEDICS. BHOC COMBINES ITS RESOURCES OF EXPERIENCED PHYSICIANS AND LEADING-EDGE TREATMENTS AND TECHNOLOGY TO PROVIDE ADVANCED ORTHOPEDIC AND SPORTS MEDICINE CARE AT VARIOUS BAPTIST HEALTH LOCATIONS. THE PROGRAM'S EXPERIENCED PHYSICIANS TREAT PROFESSIONAL AND OLYMPIC ATHLETES FROM AROUND THE WORLD, AS WELL AS RECREATIONAL ATHLETES AND NON-ATHLETES FROM SOUTH FLORIDA. BAPTIST HEALTH ORTHOPEDIC CARE PROVIDES SPORTS MEDICINE SERVICES FOR THE MIAMI DOLPHINS, MIAMI HEAT, INTERMIAMI CF, FLORIDA PANTHERS, FLORIDA INTERNATIONAL UNIVERSITY ATHLETICS, FLORIDA ATLANTIC UNIVERSITY, ORANGE BOWL, MIAMI-DADE COUNTY PUBLIC SCHOOLS ATHLETICS, MIAMI OPEN TENNIS AND THE MIAMI MARATHON AND HALF MARATHON, AMONGST OTHERS. Schedule H, Part V, Section B, Line 14 UNINSURED INDIVIDUALS WITH LIMITED FINANCIAL RESOURCES WHO ARE UNABLE TO ACCESS ENTITLEMENT PROGRAMS ARE ELIGIBLE FOR FREE HEALTH CARE SERVICES BASED ON ESTABLISHED CRITERIA. SINCE PATIENTS QUALIFYING FOR CHARITY CARE RECEIVE A 100% DISCOUNT, BAPTIST HEALTH DOES NOT COMPUTE AMOUNTS GENERALLY BILLED TO INDIVIDUALS. Schedule H, Part V, Section B, Line 22 PATIENTS QUALIFYING UNDER THE FINANCIAL ASSISTANCE POLICY WITH FAMILY INCOME AT OR BELOW 300% FPG RECEIVE FREE CARE. BAPTIST HEALTH USES THE PROSPECTIVE MEDICARE METHOD TO DETERMINE AGB. Schedule H, Part VI OTHER INFORMATION HOMESTEAD HOSPITAL, INC. HAS ITS OWN GOVERNING BOARD, THE MEMBERS OF WHICH CONSIST OF REPRESENTATIVES OF THE PROFESSIONAL, PASTORAL AND BUSINESS COMMUNITIES. HOMESTEAD HOSPITAL, INC. PROVIDES MEDICAL AND SURGICAL SERVICES AND OFFERS OTHER SERVICES AND PROGRAMS INCLUDING: EMERGENCY CENTER: HOMESTEAD HOSPITAL, INC. HAS THE ONLY EMERGENCY CENTER FOR 14 MILES IN ALL DIRECTIONS AND IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK. DURING FY2023, MORE THAN 83,931 PATIENTS WERE SEEN IN THE EMERGENCY DEPARTMENT . THE EMERGENCY CENTER INCLUDES A RAPID TREATMENT AREA FOR MINOR INJURIES AND A NINE-BED PEDIATRIC EMERGENCY UNIT. MATERNITY CARE: MORE THAN 1,100 BABIES WERE DELIVERED AT THE FAMILY-CENTERED MATERNITY UNIT AT HOMESTEAD HOSPITAL, INC. IN FY202 3. HOMESTEAD HOSPITAL, INC.'S MATERNITY SERVICES INCLUDE PRENATAL CARE AND CHILDBIRTH EDUCATION PROGRAMS. PEDIATRIC SERVICES: HOMESTEAD HOSPITAL, INC.'S PEDIATRIC SERVICES INCLUDE PEDIATRICIANS AND SPECIALLY TRAINED PEDIATRIC NURSES WHO TREAT MINOR TO SERIOUS PEDIATRIC ILLNESSES AND INJURIES. BAPTIST HEALTH AND NICKLAUS CHILDREN'S HEALTH SYSTEM ARE WORKING TOGETHER TO ENSURE THAT THE CHILDREN IN OUR COMMUNITY CONTINUE TO RECEIVE THE HIGHEST QUALITY EMERGENCY CARE. THE PEDIATRIC EMERGENCY PHYSICIANS AT HOMESTEAD HOSPITAL ARE PART OF NICKLAUS CHILDREN'S PEDIATRIC SPECIALISTS, THE MEDICAL GROUP PRACTICE OF NICKLAUS CHILDREN'S HEALTH SYSTEM. REHABILITATION: HOMESTEAD HOSPITAL IS HOME TO BAPTIST HEALTH REHABILITATION, A HOSPITAL-BASED, ACUTE INPATIENT REHABILITATION UNIT FEATURING INDIVIDUALIZED PROGRAMS FOR THE CARE OF ADULT AND PEDIATRIC PATIENTS (AGES 4 AND OLDER) WHO ARE FACING A CRITICAL OR DISABLING INJURY OR ILLNESS. Schedule H, Part I, Line 7f BAD DEBT EXPENSE OF $85,419,159 IS INCLUDED IN FORM 990 PART IX LINE 25 COLUMN (A) BUT EXCLUDED FROM THE DENOMINATOR FOR PURPOSES OF CALCULATING THE PERCENTAGES ON LINE 7, COLUMN F. Schedule H, Part V, Section B, Line 20a No extraordinary collection activities were permitted by Homestead Hospital; therefore, notice of such actions is not applicable and Homestead Hospital was not required to make presumptive eligibility determinations. Schedule H, Part V, Section B, Line 20d No extraordinary collection activities were permitted by Homestead Hospital; therefore, notice of such actions is not applicable and Homestead Hospital was not required to make presumptive eligibility determinations. Schedule H, Part I, Line 6a BAPTIST HEALTH, THE HOSPITAL'S PARENT ORGANIZATION, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH INCLUDES THE CHARITY CARE AND COMMUNITY BENEFITS PROVIDED BY Homestead Hospital, Inc. AND THE OTHER NOT-FOR-PROFIT AFFILIATES OF BHSF. Schedule H, Part I, Line 7 AMOUNTS CALCULATED AND REPORTED IN THIS TABLE WERE DERIVED FROM THE MOST ACCURATE, AVAILABLE SOURCES. CHARITY CARE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS ARE DETERMINED USING THE COST ACCOUNTING SYSTEM WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE SYSTEM ALSO CAPTURES ALL PATIENT PAY TYPES - PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF-PAY. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICAID OR ANY OTHER UNCOMPENSATED CARE PROGRAM. OTHER BENEFITS AT COST WERE COMPILED BY OUR FINANCE DEPARTMENT USING THE COST ACCOUNTING SYSTEM OR THE ACTUAL AMOUNTS PAID WHERE APPROPRIATE. Schedule H, Part V, Section B, Line 16a FAP website URL THE FAP has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/financial-assistance-application Schedule H, Part V, Section B, Line 16b FAP application form website URL THE FAP application has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/financial-assistance-application Schedule H, Part V, Section B, Line 16c FAP plain language summary website URL A PLAIN LANGUAGE SUMMARY OF THE FAP has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/financial-assistance-application Schedule H, Part VI, Line 6 AFFILIATED HEALTH CARE SYSTEM CONTINUED WOMEN'S HEALTH SERVICES: A WIDE RANGE OF SERVICES FOR THE SPECIAL HEALTH NEEDS OF WOMEN ARE OFFERED THROUGHOUT BAPTIST HEALTH. THESE RANGE FROM MATERNITY AND NEWBORN SERVICES TO DIAGNOSTIC TESTING, HEALTH EDUCATION, AND WELLNESS. BAPTIST HEALTH PROVIDES FAMILY-CENTERED MATERNITY CARE FOR THE MORE THAN 15,204 BABIES BORN AT OUR FACILITIES EACH YEAR. ON AVERAGE, OVER THE PAST THREE YEARS, MORE THAN 15,000 BABIES WERE DELIVERED AT A Baptist Health HOSPITAL. OVER 100 OBSTETRICS/GYNECOLOGY BOARD-CERTIFIED SPECIALISTS USE BAPTIST HEALTH FOR THEIR OBSTETRIC AND GYNECOLOGICAL PATIENTS. BAPTIST HEALTH FACILITIES OFFER A FULL SPECTRUM OF MATERNITY CARE OPTIONS, INCLUDING LABOR-DELIVERY-RECOVERY AND LABOR-DELIVERY-RECOVERY-POSTPARTUM ROOMS, AND THEY ARE EQUIPPED TO HANDLE HIGH-RISK MOTHERS AND BIRTHS, INCLUDING BABIES WHO ARE PREMATURE OR ILL. BAPTIST HOSPITAL OF MIAMI, SOUTH MIAMI HOSPITAL, AND BETHESDA HOSPITAL ALL HAVE LEVEL II AND LEVEL III NEONATAL INTENSIVE CARE UNITS ("NICU"). NEONATOLOGISTS ARE ON DUTY 24 HOURS A DAY AT BOTH BAPTIST HOSPITAL OF MIAMI AND SOUTH MIAMI HOSPITAL. ADDITIONALLY, BOCA RATON REGIONAL HOSPITAL'S TOPPEL FAMILY PLACE OFFERS A LEVEL II NEONATAL INTENSIVE CARE UNIT. WOMEN'S DIAGNOSTIC TESTING SERVICES ARE AVAILABLE AT A NUMBER OF HOSPITAL AND OUTPATIENT LOCATIONS THROUGHOUT THE HEALTH SYSTEM. BAPTIST HEALTH PERFORMED MAMMOGRAPHIES, CORE BIOPSIES, BONE DENSITY EXAMS, AND ULTRASOUND STUDIES IN FY2023 AT MULTIPLE SITES ACROSS MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES. Christine E. Lynn Women's Health and Wellness Institute, located at Boca Raton Regional Hospital, offers females an array of breast care services, preventative cardiology, pelvic floor health and imaging. Utilizing the newest technologies in artificial intelligence (AI) to detect changes in breast mammography scans, our team works to ensure our patients receive the best quality care possible. IN ADDITION TO CLINICAL SERVICES, OUR WOMEN'S HEALTH RESOURCE CENTER, LOCATED ON THE BAPTIST HOSPITAL OF MIAMI CAMPUS, SERVES AS A HUB FOR WOMEN'S HEALTH EDUCATION AND WELLNESS. THE CENTER OFFERS RESOURCES SUCH AS INFORMATION, VIDEOS, INTERNET ACCESS, EDUCATIONAL CLASSES AND SUPPORT GROUPS. CLASSES AND SUPPORT GROUPS ARE OFFERED ON A VARIETY OF WOMEN'S HEALTH TOPICS FROM BREAST HEALTH TO MENOPAUSE AND FERTILITY. THE WOMEN'S HEALTH RESOURCE CENTER ALSO PROVIDES ASSISTANCE WITH PHYSICIAN REFERRALS. SURGICAL SERVICES: SURGICAL PROCEDURES PERFORMED IN BAPTIST HEALTH HOSPITALS RANGE FROM THE HIGHLY COMPLEX, SUCH AS OPEN HEART AND BRAIN SURGERY, TO THE MINIMALLY INVASIVE, SUCH AS ARTHROSCOPIC KNEE SURGERY. IN FY2023, APPROXIMATELY 124,839 OUTPATIENT SURGERIES WERE PERFORMED at BAPTIST HEALTH. RECENT ADDITIONS TO BAPTIST HEALTH COMPREHENSIVE SURGICAL SERVICES AND ADVANCED SURGICAL TECHNIQUES HAVE YIELDED IMPROVEMENTS IN ACCURACY, PRECISION, and PATIENT SAFETY, SMALLER INCISIONS AND QUICKER RECOVERIES. CLINICAL IMAGING SERVICES: BAPTIST HEALTH HAS THE LATEST DIAGNOSTIC IMAGING EQUIPMENT, SUCH AS MRI, SPIRAL CT, CT, PET AND COMBINATION PET/CT. ALSO PROVIDED ARE GENERAL NUCLEAR MEDICINE IMAGING, COMPLETE WOMEN'S IMAGING SERVICES (3-D MAMMOGRAPHY, ULTRASOUND, BONE DENSITY AND BREAST BIOPSY), COMPREHENSIVE CARDIOVASCULAR TESTING AND A URODYNAMICS LAB FOR URINARY INCONTINENCE. CLINICAL IMAGING SERVICES FOR EMERGENCY, INPATIENT AND OUTPATIENT CARE ARE PROVIDED AT ALL BAPTIST HEALTH HOSPITALS AND OUTPATIENT DIAGNOSTIC LOCATIONS THROUGHOUT MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES. INTERNATIONAL SERVICES: APPROXIMATELY 14,000 PATIENTS FROM OVER 140 COUNTRIES HAVE CHOSEN BAPTIST HEALTH AS THEIR HEALTHCARE PROVIDER. THE MULTILINGUAL REPRESENTATIVES IN BAPTIST HEALTH'S INTERNATIONAL PROGRAM ARE AVAILABLE 24 HOURS A DAY AND COORDINATE EVERY ASPECT OF PATIENT CARE. INTEGRATED CARE CENTERS IN THE COMMUNITY PROVIDE IMPROVED ACCESS TO BAPTIST HEALTH'S MULTI-DISCIPLINARY CARE. THESE FACILITIES PROVIDE A MULTITUDE OF SERVICES RANGING FROM PHYSICIAN OFFICES, PHYSICAL THERAPY, ENDOSCOPIES, DIAGNOSTIC IMAGING, AND URGENT CARE. SATELLITE SERVICES PROVIDED BY BAPTIST HEALTH'S CENTERS OF EXCELLENCE ARE ALSO INCLUDED. BAPTIST OUTPATIENT SERVICES: BAPTIST OUTPATIENT SERVICES OPERATES TWENTY-ONE DIAGNOSTIC IMAGING CENTERS, OFFERING OUTPATIENT CLINICAL, IMAGING, AND DIAGNOSTIC TESTING SERVICES THROUGHOUT MIAMI-DADE AND BROWARD COUNTIES. DURING FY2023, MORE THAN 373,375 PATIENTS WERE TREATED FOR MINOR INJURIES AND ILLNESS AT URGENT CARE CENTERS LOCATED THROUGHOUT MIAMI-DADE, BROWARD, AND PALM BEACH COUNTIES. IN ADDITION TO URGENT CARE AND DIAGNOSTIC IMAGING SERVICES, SELECT BAPTIST HEALTH MEDICAL PLAZAS HOST COMMUNITY PROGRAMS, HEALTH INFORMATION, AND SUPPORT GROUPS. CONTINUING MEDICAL EDUCATION: BAPTIST HEALTH'S CONTINUING MEDICAL EDUCATION ("CME") PROGRAM HOSTS SYMPOSIUMS TAILORED TO REGIONAL, NATIONAL, AND INTERNATIONAL AUDIENCES. OVER 130,000 HEALTHCARE PROFESSIONALS ATTENDED MORE THAN 370 COURSES AND EARNED ALMOST 218,180 CME CREDITS. BAPTIST HEALTH IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) TO PROVIDE CONTINUING MEDICAL EDUCATION FOR PHYSICIANS. SINCE 2015, BAPTIST HEALTH HAS BEEN CONSISTENTLY RECOGNIZED FOR ITS EXCELLENCE, EARNING COMMENDATION FROM THE ACME AS A PROVIDER OF CME FOR PHYSICIANS. THIS EXEMPLARY STATUS, ACHIEVED BY ONLY 40% OF ACCREDITED ORGANIZATIONS, REQUIRES THE CONTINUING MEDICAL EDUCATION PROVIDER TO DEMONSTRATE COMPLIANCE WITH 100% OF THE ACCREDITATION CRITERIA POSITIONING BAPTIST HEALTH'S CONTINUING MEDICAL EDUCATION PROGRAM AS A STRATEGIC PARTNER IN INSTITUTIONAL AND NATIONAL INITIATIVES TO IMPROVE HEALTHCARE QUALITY, PATIENT SAFETY AND TREATMENT OUTCOMES. HEALTH AND WELLNESS: EVERY YEAR, THOUSANDS OF RESIDENTS FROM MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES, ALONG WITH BAPTIST HEALTH EMPLOYEES ATTEND HEALTH-RELATED PROGRAMS SPONSORED BY BAPTIST HEALTH, THROUGHOUT ITS MULTIPLE LOCATIONS. TOPICS FOCUS ON HEALTHY LIFESTYLES, DISEASE PREVENTION, COPING WITH CHRONIC ILLNESS, STRESS MANAGEMENT, DIABETES, CHILDBIRTH AND INFANT CARE, SMOKING CESSATION, DIET, EXERCISE, CANCER AND MORE. IN FY2023, 29,061 ATTENDEES VISITED COMMUNITY HEALTH PROGRAMS, 2,809 ATTENDEES VISITED COMMUNITY SUPPORT GROUPS, AND 97,953 INDIVIDUALS PARTICIPATED IN COMMUNITY EXERCISE ACTIVITIES. COMMUNITY OUTREACH: IN ADDITION TO THE SERVICES DESCRIBED ABOVE, BAPTIST HEALTH PROVIDES FINANCIAL AND OTHER SUPPORT TO HELP UNDERWRITE THE OPERATING EXPENSES OF SEVERAL COMMUNITY CLINICS: - Palm Beach County: Caridad Center and Palm Beach Medical Society Services - Miami-Dade County: Caring for Miami, Chapman Partnership, Good News Care Center, Good Samaritan Clinic, Homestead Community Health Center, Miami Lighthouse for the Blind and Visually Impaired, Open Door Health Center, and South Miami Children's Clinic - Monroe County: Florida Keys Area Health Centers and Good Health Clinic CLINIC PATIENTS REQUIRING HOSPITALIZATION OR OUTPATIENT SERVICES NOT AVAILABLE AT THE CLINICS ARE OFTEN TREATED AT BAPTIST HEALTH FACILITIES UNDER THE HEALTH SYSTEM'S CHARITY PROGRAM. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 85419159 Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount HOMESTEAD HOSPITAL, INC. ESTIMATES THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BY RESERVING A PERCENTAGE OF ACCOUNTS RECEIVABLE BASED ON HISTORICAL AND EXPECTED COLLECTIONS, BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN REIMBURSEMENT, AND OTHER COLLECTION INDICATORS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, INCLUDING RECEIVABLES FROM GOVERNMENT AGENCIES, HOMESTEAD HOSPITAL, INC. ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR ALL PAYOR TYPES, WHEN HOMESTEAD HOSPITAL, INC. CAN NO LONGER REASONABLY ESTIMATE THE COLLECTABILITY OF AN ACCOUNT BASED ON THE AGING OF THE BALANCE DUE AND THE VOLATILITY AND UNPREDICTABLE NATURE OF THE AMOUNT, HOMESTEAD HOSPITAL, INC. RESERVES SUBSTANTIALLY ALL AMOUNTS DUE. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE REPORTED IN THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF BAPTIST HEALTH SOUTH FLORIDA, INC., WHICH INCLUDES HOMESTEAD HOSPITAL, INC., IS AS FOLLOWS: BHSF has elected the practical expedient allowed under FASB ASC 606-10-32-18 and does not adjust the promised amount of consideration from patients and third-party payors for the effects of a significant financing component due to BHSF's expectation that the period between the time the service is provided to a patient and the time that the patient or a third-party payor pays for that service will be one year or less. However, BHSF in certain instances enters into payment agreements with patients that allow payments in excess of one year. For those cases, the financing component is deemed not significant to the contract. BHSF has applied the practical expedient provided by FASB ASC 340-40-25-4 and all incremental customer contract acquisition costs are expensed as they are incurred, as the amortization period of the asset that BHSF otherwise would have recognized is one year or less in duration. Amounts related to services provided to patients which do not meet the conditions of unconditional rights to payment at the end of the reporting period are contract assets. At September 30, 2023 and 2022, BHSF had the unconditional right to payment for all patient accounts receivables. As of September 30, 2023 and 2022, BHSF did not have any contract assets. FOR SCHEDULE H PURPOSES, BAD DEBT AT COST WAS CALCULATED BY APPLYING THE COST TO CHARGE PERCENTAGE DERIVED BY THE COST ACCOUNTING SYSTEM AGAINST BAD DEBT EXPENSE REPORTED ON THE AUDITED FINANCIAL STATEMENTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs MEDICARE COSTS WERE DERIVED USING THE COST ACCOUNTING SYSTEM WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICARE. THE ORGANIZATION DOES NOT REPORT ANY AMOUNTS FROM PART III, LINE 7 AS COMMUNITY BENEFIT. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance IN ORDER TO PROMOTE THE HEALTH AND WELL-BEING OF THE COMMUNITY SERVED, UNINSURED PATIENTS WITH LIMITED FINANCIAL RESOURCES WHO ARE UNABLE TO ACCESS ENTITLEMENT PROGRAMS SHALL BE ELIGIBLE FOR FREE HEALTH CARE SERVICES BASED ON ESTABLISHED CRITERIA. BHSF HAS A WRITTEN DEBT COLLECTION POLICY. NO COLLECTION EFFORTS ARE PUT FORTH FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE. Schedule H, Part V, Section B, Line 16a FAP website - HOMESTEAD HOSPITAL INC: Line 16a URL: SEE PART VI; Schedule H, Part V, Section B, Line 16b FAP Application website - HOMESTEAD HOSPITAL INC: Line 16b URL: SEE PART VI; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - HOMESTEAD HOSPITAL INC: Line 16c URL: PART VI; Schedule H, Part VI, Line 2 Needs assessment HOMESTEAD HOSPITAL, INC., A PART OF BAPTIST HEALTH, IS A MODERN, FULL-SERVICE FACILITY WITH A RICH HISTORY IN THE SOUTH MIAMI-DADE COMMUNITY. IT WAS ONE OF THE COUNTY'S FIRST HOSPITALS, FOUNDED IN 1940 NEAR KROME AVENUE. BAPTIST HEALTH INVESTED $135 MILLION TO BUILD A NEW, 142-BED HOMESTEAD HOSPITAL, WHICH OPENED IN 2007 IN A NEW LOCATION ON CAMPBELL DRIVE TO BRING SOPHISTICATED MEDICAL CARE TO A FAST-GROWING AND TRADITIONALLY RURAL AND UNDERSERVED COMMUNITY. AS A FAITH-BASED, NOT-FOR-PROFIT INSTITUTION, its MISSION FOCUSES ON PROVIDING HIGH-QUALITY, COMPASSIONATE CARE TO ALL PATIENTS, INCLUDING THE POOR AND UNINSURED. UNDERSTANDING THE ROLE OF WELLNESS AND PREVENTION IN MAXIMIZING THE OPPORTUNITIES TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITY, Homestead Hospital, Inc. ALSO OFFERS A MULTITUDE OF FREE EXERCISE CLASSES AND HEALTH SCREENINGS AT VARIOUS LOCATIONS. NEW WAYS ARE ALWAYS EXPLORED TO IMPROVE SERVICES AND EXPAND THE ABILITY TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY. A "COMMUNITY HEALTH NEEDS ASSESSMENT" WAS CONDUCTED TO FOCUS ON THE PARTICULAR CHARACTERISTICS OF PATIENTS AND THE COMMUNITY AND TO PINPOINT SPECIFIC HEALTH NEEDS. THIS ASSESSMENT SERVES AS A COMPREHENSIVE TOOL TO INCREASE KNOWLEDGE ABOUT THE PEOPLE BEING SERVED, OFFER COMMUNITY-BASED PROGRAMS TO ADDRESS THE NEEDS OF THE COMMUNITY AND TO ENHANCE THE ABILITY TO PROVIDE TOP-LEVEL HEALTHCARE TO THE ENTIRE COMMUNITY IN THE MOST EFFECTIVE MANNER. See Health Priorities in Part V, Section B, Line 5 and Line 11. The Community Health Needs Assessment and Implementation plan reports have been made widely available on the Baptist Health website. https://baptisthealth.net/about-baptist-health/fulfilling-our-mission/community-needs-assessment-and-implementation-plans IT INCLUDES A DESCRIPTION OF THE COMMUNITY SERVED, THE METHOD USED TO MAKE DETERMINATIONS, A LOOK AT THE INPUT THE HOSPITAL RECEIVED FROM COMMUNITY EXPERTS AND RESIDENTS/CONSUMERS AND, FINALLY, THE RESULTING LIST OF THE COMMUNITY'S MOST SIGNIFICANT PRIORITY HEALTHCARE NEEDS. THE REPORT ALSO INCLUDES A LIST OF EXISTING PROGRAMS AND SERVICES THAT HELP ADDRESS THE COMMUNITY'S PRIORITY HEALTHCARE NEEDS. THESE PROGRAMS ARE BEING USED AS A FOUNDATION ON WHICH TO EXPAND AND PINPOINT SERVICES BASED ON THE PRIORITIES identified IN THIS REPORT. THIS IMPORTANT EXERCISE HAS HELPED Homestead Hospital, Inc. BETTER UNDERSTAND its STAKEHOLDERS - THE PEOPLE WHO DEPEND ON THE ORGANIZATION WHEN THEY ARE ILL OR INJURED, AS WELL AS THEIR FAMILIES, AND THE ENTIRE COMMUNITY, whose HEALTH THE HOSPITAL STRIVES TO IMPROVE THROUGH EDUCATIONAL AND PREVENTIVE MEASURES, INNOVATIVE PARTNERSHIPS, HIGH-QUALITY CARE AND BY BEING A GOOD CORPORATE CITIZEN. THE HOSPITAL IS COMMITTED TO USING THIS ENLIGHTENING REPORT AS A ROADMAP TO PLAN THE BEST STRATEGIES TO SPECIFICALLY AND EFFECTIVELY ADDRESS THE MOST PRESSING HEALTHCARE NEEDS OF THE ENTIRE COMMUNITY, WITH A SPECIAL FOCUS ON THE MOST VULNERABLE RESIDENTS. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance FINANCIAL ASSISTANCE INFORMATION IS PROVIDED IN MULTIPLE LOCATIONS. PATIENT REGISTRATION PROVIDES ALL PATIENTS A ONE-PAGE INFORMATION HANDOUT regarding THE AVAILABILITY OF FINANCIAL ASSISTANCE. This helps to create AWARENESS OF THE CHARITY CARE PROGRAM. PATIENT REGISTRATION ALSO PROVIDES INFORMATION REGARDING BAPTIST HEALTH'S CHARITY CARE POLICY TO ALL UNINSURED, NON-EMERGENT PATIENTS PRIOR TO SERVICE. ALL LETTERS AND STATEMENTS TO UNINSURED PATIENTS, INCLUDING THOSE SENT BY THIRD-PARTY COLLECTION AGENCIES, INCLUDE A REFERENCE TO FINANCIAL ASSISTANCE PROGRAMS. ALL PUBLIC INFORMATION AND FORMS REGARDING THE PROVISION OF CHARITY CARE USE LANGUAGE THAT IS APPROPRIATE FOR THE BAPTIST HEALTH SERVICE AREA. WHERE POSSIBLE, PRIOR TO THE REGISTRATION OF A PATIENT POTENTIALLY ELIGIBLE FOR FINANCIAL ASSISTANCE, A FINANCIAL COUNSELOR WILL CONDUCT A PRE-REGISTRATION INTERVIEW WITH THE PATIENT. IF A PRE-REGISTRATION INTERVIEW IS NOT POSSIBLE, THE INTERVIEW IS CONDUCTED AS SOON AS POSSIBLE THEREAFTER. IN THE CASE OF AN EMERGENCY ADMISSION, THE EVALUATION OF PAYMENT ALTERNATIVES DOES NOT TAKE PLACE UNTIL THE MEDICAL CARE NEEDED TO STABILIZE THE PATIENT HAS BEEN PROVIDED. THOSE PATIENTS WHO MAY QUALIFY FOR FINANCIAL ASSISTANCE FROM A GOVERNMENTAL PROGRAM ARE REFERRED TO THE APPROPRIATE PROGRAM SUCH AS MEDICAID, PRIOR TO CONSIDERATION FOR CHARITY CARE. ADDITIONALLY, INFORMATION REGARDING THE CHARITY CARE PROGRAM AND QUALIFYING FOR FINANCIAL ASSISTANCE APPEARS ON THE WEBSITE AT BAPTISTHEALTH.NET. Schedule H, Part VI, Line 4 Community information According to the U.S. Census Bureau, the estimated population for Homestead Hospital's service area is 189,290. The Homestead Hospital designated service area consists of six (6) ZIP codes in Miami-Dade County. The geographical area includes neighborhoods of Homestead, Redlands, Naranja, Princeton, and Florida City. The service area population by race is 69 percent White, 22 percent Black or African American, 1 percent Asian, and 8 percent other. This area in Miami-Dade County is 66.5 percent Hispanic or Latino. The median household income for the service area is $51,953 for Homestead and $35,529 for Florida City, both below the United States' median household income of $62,843. Approximately 23.8 percent of the population is below the poverty level, compared to 17.1 percent in Miami-Dade County, 14.0 percent in Florida and 13.4 percent in the U.S. The service area population age distribution is made up of 40 percent of the population under 24 years old, 51 percent between 25-64 years old, and 9 percent 65 and older. Schedule H, Part VI, Line 5 Promotion of community health IN FURTHERANCE OF ITS EXEMPT PURPOSE TO PROVIDE HEALTHCARE TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO PROMOTE THE SANCTITY AND PRESERVATION OF LIFE IN THE COMMUNITY IT SERVES, HOMESTEAD HOSPITAL, INC. OPERATES A 147-BED COMMUNITY HOSPITAL LOCATED IN HOMESTEAD, FLORIDA; APPROXIMATELY 31 MILES FROM DOWNTOWN MIAMI. THE ORIGINAL HOSPITAL WAS ESTABLISHED WITH 10 BEDS IN 1940 AS JAMES ARCHER SMITH HOSPITAL. IT WAS LATER ACQUIRED BY THE CITY OF HOMESTEAD, AND THEN ACQUIRED IN 1990 BY THE THEN-PARENT COMPANY OF SOUTH MIAMI HOSPITAL, AND FINALLY IN 1995 BY BAPTIST HEALTH SOUTH FLORIDA. HOMESTEAD HOSPITAL, INC. ADMITTED APPROXIMATELY 7,020 INPATIENTS IN FY2023, AND MORE THAN 83,930 PATIENTS RECEIVED EMERGENCY CARE. WITH APPROVAL IN 2002 FROM THE STATE OF FLORIDA'S AGENCY FOR HEALTH CARE ADMINISTRATION, CONSTRUCTION OF A REPLACEMENT FACILITY FOR HOMESTEAD HOSPITAL, INC. COMMENCED, LOCATED JUST EAST OF THE FLORIDA TURNPIKE, APPROXIMATELY THREE MILES EAST OF THE PREVIOUS SITE BUT STILL WITHIN THE LIMITS OF THE CITY OF HOMESTEAD. THIS EXPANSION AND RELOCATION RESPONDED TO THE NEEDS OF THE SOUTH DADE COMMUNITY. IN MAY 2007, HOMESTEAD HOSPITAL, INC. WAS OPENED AT ITS CURRENT LOCATION, AND IN JULY 2008 AN ADDITIONAL 22 BEDS WERE ADDED. ALL 147 LICENSED BEDS ARE IN PRIVATE CONFIGURATION, INCLUDING 16 POST-PARTUM BEDS, 9 PEDIATRIC BEDS, 16 CRITICAL AND INTERMEDIATE CARE BEDS, AND 83 GENERAL MEDICAL/SURGICAL BEDS. THE FACILITY HAS FOUR OPERATING ROOMS, TWO C-SECTION ROOMS, AND ALSO INCLUDES AN ADJOINING MEDICAL OFFICE BUILDING, WHICH HOUSES PHYSICIAN PRACTICES AND ADMINISTRATIVE FUNCTIONS. Schedule H, Part VI, Line 6 Affiliated health care system Baptist Health Brain & Spine Care: Marcus Neuroscience Institute, established at Boca Raton Regional Hospital, and Miami Neuroscience Institute are partners in Baptist Health Brain & Spine Care. Together, we are committed to providing compassionate, high quality care to prevent, diagnose and treat a range of neurological conditions. Our experts combine their skills with the most advanced technology and research to perform minimally invasive and complex surgeries. BAPTIST HEALTH MIAMI NEUROSCIENCE INSTITUTE BAPTIST HEALTH MIAMI NEUROSCIENCE INSTITUTE PROVIDES COMPREHENSIVE AND INNOVATIVE TECHNIQUES TO DIAGNOSE AND TREAT CONDITIONS OF THE BRAIN, SPINE, AND NERVOUS SYSTEM. THE INSTITUTE CARES FOR PATIENTS WITH A VARIETY OF CHRONIC AND ACUTE CONDITIONS-FROM COMMON BACK PAIN TO COMPLEX BRAIN SURGERY. AS PART OF THE BAPTIST HEALTH SYSTEM, MIAMI NEUROSCIENCE INSTITUTE BOASTS MULTIPLE CAMPUS CAPABILITIES GIVING PATIENTS ACROSS SOUTH FLORIDA ACCESS TO A MULTIDISCIPLINARY TEAM OF NEUROSCIENCE CLINICIANS AND SOPHISTICATED TECHNOLOGY. BY DRAWING ON THE KNOWLEDGE OF NUMEROUS EXPERTS, PATIENTS RECEIVE A WELL-ROUNDED TREATMENT PLAN. THE TEAM AT MIAMI NEUROSCIENCE INSTITUTE INCLUDES EXPERTS IN A WIDE RANGE OF SPECIALITIES, INCLUDING NEUROSURGEONS, NEURORADIOLOGISTS, INTERVENTIONAL NEURORADIOLOGISTS, NEUROLOGISTS, NEUROINTENSIVISTS, AND NEURO REHABILITATION SPECIALISTS. THE TEAM INCLUDES BOARD-CERTIFIED NEUROSURGEONS WHO SPECIALIZE IN BACK, NECK, AND SPINE SURGERY AND ARE FELLOWSHIP TRAINED IN COMPLEX SPINE SURGERY. THE physicians work CLOSELY WITH ADVANCED PRACTICE PROVIDERS AND NURSES WHO HELP PATIENTS THROUGH EVERY STEP OF THE SURGERY PROCESS. MIAMI NEUROSCIENCE INSTITUTE IS ACCREDITED BY THE JOINT COMMISSION AS A COMPREHENSIVE STROKE CENTER-THE HIGHEST LEVEL OF SPECIALIZED STROKE CARE. THE INSTITUTE, IN CONJUNCTION WITH BAPTIST HOSPITAL, ALSO RECEIVED THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION'S GET WITH THE GUIDELINES-STROKE GOLD PLUS ACHIEVEMENT AWARD WITH TARGET: STROKE HONOR ROLL ELITE PLUS, TARGET: STROKE ADVANCED THERAPY HONOR ROLL. FURTHERMORE, THE INSTITUTE RANKS AS A LEVEL 4 EPILEPSY CENTER - THE HIGHEST LEVEL POSSIBLE AWARDED BY THE NATIONAL ASSOCIATION OF EPILEPSY CENTERS. ADDITIONALLY, THE INSTITUTE'S INTRAOPERATIVE MONITORING (IOM) DEPARTMENT RECEIVED ACCREDITATION FROM THE NEUROPHYSIOLOGIC INTRAOPERATIVE MONITORING LABORATORY ACCREDITATION BOARD OF ABRET, RECOGNIZING THE HIGH STANDARDS AND EXCELLENT RESULTS ACHIEVED BY THE INSTITUTE'S IOM TEAM. RECENTLY, U.S. NEWS & WORLD REPORT RANKED MIAMI NEUROSCIENCE INSTITUTE NUMBER 39 IN THE COUNTRY FOR TREATING COMPLEX NEUROLOGY AND NEUROSURGERY CASES. MARCUS NEUROSCIENCE INSTITUTE MARCUS NEUROSCIENCE INSTITUTE AT BOCA RATON REGIONAL HOSPITAL, PART OF BAPTIST HEALTH, IS AN INNOVATIVE NEXUS FOR NEUROLOGIC AND NEUROSURGICAL CARE. THE INSTITUTE WAS CREATED OUT OF A LEAD $25 MILLION GRANT FROM THE MARCUS FOUNDATION. THE INSTITUTE IS STAFFED BY A TEAM OF CLINICIANS HIGHLY TRAINED IN ALL FACETS OF THE NEUROSCIENCES, INCLUDING STROKE, MOVEMENT DISORDERS, NEURO-ONCOLOGY, EPILEPSY, MEMORY DISORDERS, ALZHEIMER'S DISEASE, MULTIPLE SCLEROSIS, AND SPINAL CONDITIONS. THE MEDICAL STAFF ALSO INCLUDES NEUROINTENSIVISTS, PHYSICIANS WHO ARE SPECIFICALLY TRAINED IN NEUROCRITICAL CARE. ALONG WITH HAVING EXTENSIVE KNOWLEDGE ABOUT TREATING NEUROLOGICAL INJURIES, NEUROINTENSIVISTS ASSUME RESPONSIBILITY FOR OTHER AREAS OF CARE IN THE ICU THAT MAY HAVE OTHERWISE BEEN PROVIDED BY SPECIALISTS. MARCUS NEUROSCIENCE INSTITUTE AT BOCA RATON REGIONAL HOSPITAL HAS EARNED THE GOLD SEAL OF APPROVAL FOR SPINAL SURGERY CERTIFICATION FROM THE JOINT COMMISSION, THE NATION'S PREMIER INDEPENDENT ACCREDITATION ORGANIZATION. THE GOLD SEAL REFLECTS COMMITMENT TO THE HIGHEST STANDARDS OF EXCELLENCE AND SAFETY IN PATIENT CARE. THE INSTITUTE IS A DNV-CERTIFIED COMPREHENSIVE STROKE CENTER, WHICH IS THE NATION'S HIGHEST LEVEL OF STROKE ACCREDITATION. X true true false true false false false false false true false William M Duquette Former CEO 0 585069 0 567172 0 34032 0 3512 0 36182 0 1225966 0 98684 Kenneth Spell CEO 0 472643 0 244220 0 17039 0 136785 0 25577 0 896265 0 32981 Edward G Shashaty Regional VP of Finance 0 384975 0 186013 0 7064 0 90609 0 39719 0 708380 0 44394 David Abercrombie VP Operations 249371 0 106679 0 26750 0 30946 0 39699 0 453445 0 0 0 Ana Cabrera VP of Nursing 239986 0 86206 0 11802 0 53775 0 30847 0 422615 0 0 0 Charles Anderson Augustus II Chief Medical Officer 303595 0 56958 0 12407 0 5797 0 24453 0 403211 0 0 0 Ann M Allen AVP Nursing 161728 0 48007 0 18228 0 4624 0 24673 0 257260 0 0 0 Marie-Elsie Ade Pharmacy Director 177618 0 33187 0 17920 0 4620 0 16312 0 249656 0 0 0 Kurt H Kadel AVP Hospital Admin 149933 0 44728 0 23300 0 4405 0 24670 0 247035 0 0 0 Miguel A Cruz Float RN Expert 190341 0 22282 0 12019 0 4568 0 17181 0 246390 0 0 0 Sherine A Craig AVP Nursing 164982 0 39666 0 8168 0 3236 0 13266 0 229318 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel EXECUTIVE COMPENSATION 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. PERQUISITES ARE GENERALLY LIMITED TO AUTO AND CELL PHONE ALLOWANCES WHICH ARE FULLY TAXABLE TO THE EXECUTIVE. OTHER PERQUISITES PROVIDED TO EXECUTIVES, SUCH AS PAID TIME OFF OR REIMBURSEMENT FOR RELEVANT EDUCATIONAL EXPENSES, ARE OFFERED TO ALL EMPLOYEES IN ACCORDANCE WITH ENTERPRISE-WIDE POLICIES AND PROCEDURES. BUSINESS TRAVEL FOR EXECUTIVES ON COMMERCIAL AIRLINES IS LIMITED TO COACH FARES (AN UPGRADE TO THE NEXT AVAILABLE CLASS OF SERVICE, E.G., BUSINESS CLASS, MAY BE PERMITTED WHEN THE FLIGHT DURATION IS IN EXCESS OF FIVE HOURS OR AN OVERNIGHT ACCOMMODATION CAN BE AVOIDED). CHARTERED PLANE TRAVEL, SPOUSAL TRAVEL, LUXURY RESIDENCES FOR PERSONAL USE, HEALTH, AND PERSONAL SERVICES (SUCH AS MAID, CHAUFFEUR, CHEF, LANDSCAPER) ARE NOT PROVIDED (OR REIMBURSED) TO BAPTIST HEALTH EXECUTIVES. In FY2023, the following employee traveled first class in accordance with the BHSF travel policy. The first class travel benefit was not treated as taxable income to the employee. - William M. Duquette - Former CEO Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE CEO OF HOMESTEAD HOSPITAL IS COMPENSATED BY BHSF, A RELATED ORGANIZATION. THE DETERMINATION OF THE COMPENSATION OF THE CEO FOLLOWS THE SAME PROCESS DELINEATED HEREIN. THE BYLAWS OF HOMESTEAD HOSPITAL DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO 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 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. 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. THE PEER GROUP DOES NOT INCLUDE FOR-PROFIT HOSPITALS, WHOSE COMPENSATION PRACTICES ARE FAR MORE GENEROUS (AND INCLUDE SUCH THINGS AS STOCK OPTIONS AND EQUITY/OWNERSHIP INTERESTS). 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. 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 BHSF 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. MARTHA MAAS SISTER OF JOHN MAAS, BOD 53497 EMPLOYEE false Form 990, Part III, Line 1 ORGANIZATION'S MISSION As part of the Baptist Health network, THE MISSION OF Homestead Hospital, 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 IV, Line 24a BOND LIABILITIES ALL BOND LIABILITIES ARE REPORTED AT THE PARENT LEVEL, ON SCHEDULE K OF BAPTIST HEALTH SOUTH FLORIDA, INC.'S 2022 FORM 990. 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 BHSF 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 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 CEO OF HOMESTEAD HOSPITAL IS COMPENSATED BY BAPTIST HEALTH SOUTH FLORIDA, A RELATED ORGANIZATION. THE DETERMINATION OF THE COMPENSATION OF THE CEO FOLLOWS THE SAME PROCESS DELINEATED HEREIN. THE BYLAWS OF HOMESTEAD HOSPITAL DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO 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, 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 7a Members or stockholders electing members of governing body GOVERNING BODY AND MANAGEMENT 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 APPOINT SOME BOARD MEMBERS TO THE HOSPITAL'S BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders GOVERNING BODY AND MANAGEMENT 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 EMPLOYEE CONFLICT OF INTEREST 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 VIII, Line 11d Other Miscellaneous Revenue All Other Revenue - Total Revenue: 10597, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 10597; Form 990, Part XI, Line 9 Other changes in net assets or fund balances BENEFICIAL INTEREST IN NET ASSETS OF BHSF FOUNDATION - 783757; PART VII 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. 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