BAPTIST HEALTH SYSTEM INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH SYSTEM INC (EIN 59-2487136)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-11
- IRS object ID
- 202332239349301208
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-11T19:00:56+00:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592487136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Health System Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAPT | BusinessNameControlTxt |
| Phone | 9042022883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 Prudential Dr 203 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Keith Tickell | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9042025626 | PhoneNum |
| Signature | 2023-08-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEITH | PersonFirstNm |
| Person Last | TICKELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael A Mayo | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 Prudential Dr Ste 1601 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $328,380,853 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.baptistjax.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 2865 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $200,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $200,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $334,524,915 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $448,912,711 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$75,369,747 | PYInvestmentIncomeAmt |
| CY Investment Income | -$120,731,858 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,285,158 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $264,640,326 | PYTotalRevenueAmt |
| CY Total Revenue | $328,380,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $172,939,726 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $204,836,922 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,782,137 | PYOtherExpensesAmt |
| CY Other Expenses | $244,275,789 | CYOtherExpensesAmt |
| PY Total Expenses | $334,721,863 | PYTotalExpensesAmt |
| CY Total Expenses | $449,112,711 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$70,081,537 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$120,731,858 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $559,102,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $492,086,027 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $380,720,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $243,222,962 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $178,381,575 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $248,863,065 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $378,748,267 | ExpenseAmt |
| Revenue | $448,912,711 | RevenueAmt |
| Desc | Baptist health system, Inc. (the parent) is a tax-exempt parent company located in Jacksonville, Florida, whose primary purpose is to direct the affairs of a multi-entity healthcare system (BHS), which includes the following entities: (1) Southern Baptist Hospital of Florida, Inc. (SBHF) - a tax-exempt organization that operates two acute care hospitals, Baptist Medical Center Jacksonville (BMCJ) and Baptist Medical Center South (BMCS), one children's hospital, Wolfson Children's Hospital (WCH), four emergency care centers, Baptist Emergency Center Clay (BECC), Baptist Emergency Center at Town Center (BMTC), Baptist Emergency Center North (BECN) and Baptist Emergency Center Oakleaf (BMCO). The three hospitals have 489, 357, and 273 licensed beds, respectively, (2) Baptist medical center of the beaches, Inc. (BMCB): a tax-exempt, 146-bed acute care hospital, (3) Baptist medical center of Nassau, Inc. (BMCN): a tax-exempt, 62-bed acute care hospital, (4) Baptist health properties, Inc. (BHP): a tax-exempt real estate holding company, (5) Baptist health ambulatory services, Inc. (ASI): a tax-exempt entity that engages in healthcare research activities, (6) Pavilion health services, Inc. (PHS): a taxable entity that provides various healthcare and related support services such as retail pharmaceutical services, home infusion services and primary care services, (7) Baptist Physician Partners, LLC (BPP): a non-taxable, disregarded entity whose sole member is Baptist Health System, Inc., a tax-exempt parent organization. BPP operates a clinically-integrated network intended to achieve improvements in healthcare quality and efficiency in the Northeast Florida community, (8) Baptist Health System Foundation, Inc. (BHSF) - a public foundation with the primary purpose of raising funds to support the activities of the tax-exempt members of BHS. | Desc |
| Total Program Service Expenses | $378,748,267 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | 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 | Yes (true) | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 252 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2865 | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott Finnegan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9042023270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 Prudential Dr Ste 1602 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Asghar A Syed | |||||||||
| Secretary/Treasurer | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deborah Pass Durham | |||||||||
| Vice Chair | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joe Louis Barrow Jr | |||||||||
| Chair | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael A Mayo DHA | |||||||||
| President/CEO | 36.0 | 4.0 | Yes (X) | Yes (X) | $1,172,820 | $184,673 | $47,469 | ||
| Richard L Sisisky | |||||||||
| Former Chair (As of 07.25.22) | 0.5 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cleve Warren | |||||||||
| Director | 0.1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Frank R Martire | |||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ilene Levenson MD | |||||||||
| Director | 0.1 | 39.9 | Yes (X) | $0 | $196,356 | $10,282 | |||
| John K Anderson Jr | |||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kristi Garside | |||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kyle Etzkorn MD | |||||||||
| Director | 0.1 | 0.1 | Yes (X) | $0 | $0 | $0 | |||
| Michael Erhard MD | |||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Grebe | |||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael K Diaz | |||||||||
| Director | 0.1 | 0.6 | Yes (X) | $0 | $0 | $0 | |||
| Pam Chally RNPhD | |||||||||
| Director | 0.1 | 0.2 | Yes (X) | $0 | $0 | $0 | |||
| Rev Kyle T Reese | |||||||||
| Director | 0.1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Robert E Hill Jr | |||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Aaron Miri | |||||||||
| SVP/CDIO | 40.0 | 0 | Yes (X) | $141,834 | $0 | $3,049 | |||
| Elizabeth R Ransom MD | |||||||||
| Former EVP/CPE (As of 10.18.21) | 40.0 | 0.0 | Yes (X) | $1,242,210 | $0 | $27,537 | |||
| G Scott Baity Esq | |||||||||
| SVP/Gen. Counsel/CLO/Asst. Sec. | 37.0 | 3.0 | Yes (X) | $695,986 | $0 | $136,761 | |||
| Kathleen M McCann | |||||||||
| SVP/CHRO | 40.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Keith A Tickell | |||||||||
| SVP/CFO/Asst. Treasurer | 37.3 | 2.7 | Yes (X) | $896,267 | $0 | $27,396 | |||
| Matthew A Zuino | |||||||||
| EVP/COO | 38.1 | 1.9 | Yes (X) | $876,582 | $0 | $135,841 | |||
| Melanie J Husk | |||||||||
| SVP/CCO | 40.0 | 0.0 | Yes (X) | $603,477 | $0 | $35,171 | |||
| Roland Garcia | |||||||||
| Former SVP/CIO (As of 12.28.21) | 40.0 | 0 | Yes (X) | $767,265 | $0 | $56,718 | |||
| Scott M Wooten | |||||||||
| Former EVP/CFO/Asst. Treasurer (As of 12.28.21) | 36.8 | 3.2 | Yes (X) | $1,011,917 | $0 | $288,355 | |||
| T Scott Finnegan | |||||||||
| SVP/CTO | 37.7 | 2.3 | Yes (X) | $424,589 | $0 | $121,812 | |||
| Tammy Daniel DNP | |||||||||
| SVP/CNO | 40.0 | 0 | Yes (X) | $527,670 | $0 | $102,069 | |||
| Timothy Groover MD | |||||||||
| President of Physician Alignment | 39.4 | 0.6 | Yes (X) | $1,175,841 | $0 | $144,267 | |||
| Tonia L Teumer | |||||||||
| VP/CCO | 40.0 | 0 | Yes (X) | $350,562 | $0 | $7,378 | |||
| David Dully | |||||||||
| VP, IT and CTO | 40.0 | 0 | $817,532 | $0 | $57,965 | Yes (X) | |||
| Deborah Abram MD | |||||||||
| CMIO | 39.9 | 0.1 | $438,299 | $0 | $16,836 | Yes (X) | |||
| Philip Boyce | |||||||||
| SVP/CRO | 40.0 | 0 | $549,764 | $0 | $50,082 | Yes (X) | |||
| Rick Tresmond | |||||||||
| VP, CCH Supply Chain | 39.5 | 0.5 | $467,840 | $0 | $51,475 | Yes (X) | |||
| Stacey Johnston MD | |||||||||
| Chief Applications Officer | 40.0 | 0 | $454,729 | $0 | $57,519 | Yes (X) | |||
| Brett S McClung | |||||||||
| Former President/CEO (AS OF 05.01.21) | 0.0 | 0.0 | $2,130,059 | $0 | $11,393 | Yes (X) | |||
| David V Rice MD | |||||||||
| Former SVP/CMO/CQO (As of 07.08.21) | 40.0 | 0.0 | $195,589 | $0 | $124,291 | Yes (X) | |||
| Mary Ellen Schopp | |||||||||
| Former SVP/CHRO (As of 07.08.21) | 40.0 | 0.0 | $883,416 | $0 | $14,856 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,824,248 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $381,029 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,528,522 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EPIC SYSTEMS CORPORATION | ||||||
| 1979 MILKY WAY | VERONA | WI | 53593 | SOFTWARE DEVELOPMENT | $19,979,126 | |
| PRESIDIO NETWORKED SOLUTIONS | ||||||
| 8647 BAYPINE RD | JACKSONVILLE | FL | 32256 | IT SOLUTIONS | $14,897,551 | BLDG 1 |
| CDW GOVERNMENT INC | ||||||
| 230 North Milwaukee Ave | Vernon Hills | IL | 60061 | Technology Products Services | $13,585,359 | |
| CERNER CORPORATION | ||||||
| 2800 Rock Creek Pkwy | Kansas City | MO | 64117 | Time Management Software System | $9,240,914 | |
| MED METRIX LLC | ||||||
| 9 ENTIN RD | PARSIPPANY | NJ | 07054 | PERFORMANCE MANAGEMENT | $8,310,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 247 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $200,000 | AllOtherContributionsAmt |
| Total Contributions | $200,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Health Admin. Support Services to health system, Net | 561000 | $448,878,418 | $448,878,418 | $0 | $0 |
| CPR Training | 621990 | $14,493 | $14,493 | $0 | $0 |
| Biometric Screenings | 621990 | $19,800 | $19,800 | $0 | $0 |
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 | $448,912,711 | TotalProgramServiceRevenueAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$120,748,510 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$120,748,510 | 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) |
|---|---|---|
| Other | $16,652 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $16,652 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,652 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,652 | 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 | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $328,380,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $448,912,711 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$120,731,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,123,524 | TotalAmt |
| Program Services | $8,061,762 | ProgramServicesAmt |
| Management And General | $8,061,762 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,650,398 | TotalAmt |
| Program Services | $112,266,334 | ProgramServicesAmt |
| Management And General | $21,384,064 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,773,156 | TotalAmt |
| Program Services | $7,369,451 | ProgramServicesAmt |
| Management And General | $1,403,705 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,875,077 | TotalAmt |
| Program Services | $28,455,065 | ProgramServicesAmt |
| Management And General | $5,420,012 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,414,767 | TotalAmt |
| Program Services | $10,428,404 | ProgramServicesAmt |
| Management And General | $1,986,363 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,214 | TotalAmt |
| Program Services | $235,607 | ProgramServicesAmt |
| Management And General | $235,607 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,924 | TotalAmt |
| Program Services | $41,962 | ProgramServicesAmt |
| Management And General | $41,962 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,831 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $72,831 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,895,616 | TotalAmt |
| Program Services | $67,955,450 | ProgramServicesAmt |
| Management And General | $15,940,166 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,735,046 | TotalAmt |
| Program Services | $4,261,541 | ProgramServicesAmt |
| Management And General | $473,505 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,897,135 | TotalAmt |
| Program Services | $31,407,425 | ProgramServicesAmt |
| Management And General | $3,489,710 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,909,176 | TotalAmt |
| Program Services | $58,418,258 | ProgramServicesAmt |
| Management And General | $6,490,918 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,804,978 | TotalAmt |
| Program Services | $6,124,480 | ProgramServicesAmt |
| Management And General | $680,498 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,821,013 | TotalAmt |
| Program Services | $1,638,912 | ProgramServicesAmt |
| Management And General | $182,101 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,375,354 | TotalAmt |
| Program Services | $3,037,819 | ProgramServicesAmt |
| Management And General | $337,535 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,536,206 | TotalAmt |
| Program Services | $33,782,585 | ProgramServicesAmt |
| Management And General | $3,753,621 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,406 | TotalAmt |
| Program Services | $463,865 | ProgramServicesAmt |
| Management And General | $51,541 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Hospital/Medical Supplies | $2,053,764 | $2,053,764 | $0 | $0 |
| Patient Transportation | $1,140,326 | $1,140,326 | $0 | $0 |
| Dues Memberships | $1,462,628 | $1,316,365 | $146,263 | $0 |
| Licenses Fees | $95,766 | $86,189 | $9,577 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,406 | TotalAmt |
| Program Services | $202,703 | ProgramServicesAmt |
| Management And General | $202,703 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,112,711 | TotalAmt |
| Program Services | $378,748,267 | ProgramServicesAmt |
| Management And General | $70,364,444 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,763,904 | BOYAmt |
| EOY | $197,626,225 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,279 | BOYAmt |
| EOY | $2,084,024 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,500,672 | BOYAmt |
| EOY | $14,954,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $156,687,339 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,046,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,646,787 | BOYAmt |
| EOY | $74,640,825 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $122,619,588 | BOYAmt |
| EOY | $147,807,369 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,786,312 | BOYAmt |
| EOY | $54,973,270 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,102,542 | BOYAmt |
| EOY | $492,086,027 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,238,985 | BOYAmt |
| EOY | $107,750,772 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,481,982 | BOYAmt |
| EOY | $135,472,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,720,967 | BOYAmt |
| EOY | $243,222,962 | 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 | $178,305,934 | BOYAmt |
| EOY | $248,787,424 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,641 | BOYAmt |
| EOY | $75,641 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,381,575 | BOYAmt |
| EOY | $248,863,065 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,102,542 | BOYAmt |
| EOY | $492,086,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$120,731,858 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,674,970 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $193,888,318 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SOUTHERN BAPTIST HOSPITAL OF FLorida INC | ||||
| 590747311 | 3 | Yes (true) | $0 | $0 |
| BAPTIST MEDICAL CENTER OF THE BEACHES INC | ||||
| 592980620 | 3 | Yes (true) | $0 | $0 |
| BAPTIST MEDICAL CENTER OF NASSAU INC | ||||
| 593234721 | 3 | Yes (true) | $0 | $0 |
| BAPTIST HEALTH SYSTEM FOUNDATION INC | ||||
| 592487135 | 7 | Yes (true) | $10,424,064 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $10,424,064 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 12f (vi) Amount of other support | FormAndLineReferenceDesc |
| Explanation | SOUTHERN BAPTIST HOSPITAL OF FLORIDA, INC.: BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), INCLUDING MANAGEMENT, LEGAL, FINANCE, AND OTHER SUPPORT ACTIVITIES FOR THE SUPPORTED, RELATED ORGANIZATION. BAPTIST MEDICAL CENTER OF THE BEACHES, INC.: BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), INCLUDING MANAGEMENT, LEGAL, FINANCE, AND OTHER SUPPORT ACTIVITIES FOR THE SUPPORTED, RELATED ORGANIZATION. BAPTIST MEDICAL CENTER OF NASSAU, INC.: BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), INCLUDING MANAGEMENT, LEGAL, FINANCE, AND OTHER SUPPORT ACTIVITIES FOR the supported, related organization. BAPTIST HEALTH SYSTEM FOUNDATION, INC.: BAPTIST HEALTH SYSTEM, INC. (THE PARENT) IS A TAX-EXEMPT PARENT COMPANY LOCATED IN JACKSONVILLE, FLORIDA, WHOSE PRIMARY PURPOSE IS TO DIRECT THE AFFAIRS OF A MULTI-ENTITY HEALTHCARE SYSTEM (BHS), INCLUDING MANAGEMENT, LEGAL , FINANCE, AND OTHER SUPPORT ACTIVITIES FOR THE SUPPORTED, RELATED ORGANIZATION. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $195,369 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $195,369 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | During the fiscal year, the organization paid $72,831 to an unrelated firm, Waypoint Strategies LLC for State of Florida legislative and executive branch representation concerning hospital-related issues. Additionally, internal staff was paid $122,537 for advocacy which included direct contact with State of Florida legislators. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $95,767 | OtherCostOrOtherBasisAmt |
| Book Value | $95,767 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,483,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,227,891 | DepreciationAmt |
| Book Value | $5,255,919 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,941,119 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,218,945 | DepreciationAmt |
| Book Value | $722,174 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $114,410,239 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,599,678 | DepreciationAmt |
| Book Value | $37,810,561 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $30,756,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $30,756,404 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $74,640,825 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Long-term investment in PHS, Inc. | $126,971,584 | C |
| Investment in Premier | $18,835,785 | F |
| Investment in Truvetta | $2,000,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $147,807,369 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cerner EMR other internal software, net of amortization | $29,088,181 |
| CS Split Dollar Insurance Policy | $8,452 |
| Due From Affiliated Organizations | $0 |
| Cloud Computing, Net of Amortization | $1,519,908 |
| Lease Right Of Use Asset | $14,771,791 |
| Long Term Portion of Prepaid Assets | $1,203,624 |
| Investment in Telescope Health | $448,092 |
| Deferred Compensation Plan - Physicians | $7,933,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $54,973,270 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Advances from affiliated organizations, net | $107,300,146 |
| Long Term Lease Liability | $11,165,706 |
| Pension Liability | $7,933,222 |
| Other Long Term Liability | $9,073,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $135,472,190 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | Part X, Line 2 With few exceptions, Baptist Health System, Inc. is no longer subject to examinations by major tax jurisdictions for years ended September 30, 2018 and prior. Management does not believe there are any material uncertain positions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael A Mayo DHA | ||||||||||||||
| President/CEO | $671,606 | $167,937 | $382,042 | $0 | $119,172 | $16,736 | $16,675 | $0 | $30,794 | $0 | $1,220,289 | $184,673 | $0 | $0 |
| Ilene Levenson MD | ||||||||||||||
| Director | $0 | $63,421 | $0 | $0 | $0 | $132,935 | $0 | $0 | $0 | $10,282 | $0 | $206,638 | $0 | $0 |
| Brett S McClung | ||||||||||||||
| Former President/CEO (AS OF 05.01.21) | $382,564 | $0 | $451,083 | $0 | $1,296,412 | $0 | $4,162 | $0 | $7,231 | $0 | $2,141,452 | $0 | $87,981 | $0 |
| Mary Ellen Schopp | ||||||||||||||
| Former SVP/CHRO (As of 07.08.21) | $209,597 | $0 | $94,633 | $0 | $579,186 | $0 | $5,075 | $0 | $9,781 | $0 | $898,272 | $0 | $2,674 | $0 |
| David V Rice MD | ||||||||||||||
| Former SVP/CMO/CQO (As of 07.08.21) | $51,992 | $0 | $0 | $0 | $143,597 | $0 | $121,905 | $0 | $2,386 | $0 | $319,880 | $0 | $0 | $0 |
| Timothy Groover MD | ||||||||||||||
| President of Physician Alignment | $596,661 | $0 | $483,127 | $0 | $96,053 | $0 | $126,505 | $0 | $17,762 | $0 | $1,320,108 | $0 | $0 | $0 |
| Elizabeth R Ransom MD | ||||||||||||||
| Former EVP/CPE (As of 10.18.21) | $491,813 | $0 | $204,750 | $0 | $545,647 | $0 | $11,600 | $0 | $15,937 | $0 | $1,269,747 | $0 | $4,327 | $0 |
| Scott M Wooten | ||||||||||||||
| Former EVP/CFO/Asst. Treasurer (As of 12.28.21) | $698,428 | $0 | $275,167 | $0 | $38,322 | $0 | $280,029 | $0 | $8,326 | $0 | $1,300,272 | $0 | $0 | $0 |
| Matthew A Zuino | ||||||||||||||
| EVP/COO | $623,366 | $0 | $248,103 | $0 | $5,113 | $0 | $119,038 | $0 | $16,803 | $0 | $1,012,423 | $0 | $0 | $0 |
| Keith A Tickell | ||||||||||||||
| SVP/CFO/Asst. Treasurer | $372,276 | $0 | $102,893 | $0 | $421,098 | $0 | $13,775 | $0 | $13,621 | $0 | $923,663 | $0 | $370,787 | $0 |
| G Scott Baity Esq | ||||||||||||||
| SVP/Gen. Counsel/CLO/Asst. Sec. | $490,140 | $0 | $170,943 | $0 | $34,903 | $0 | $124,500 | $0 | $12,261 | $0 | $832,747 | $0 | $0 | $0 |
| Roland Garcia | ||||||||||||||
| Former SVP/CIO (As of 12.28.21) | $238,956 | $0 | $219,678 | $0 | $308,631 | $0 | $47,758 | $0 | $8,960 | $0 | $823,983 | $0 | $0 | $0 |
| Melanie J Husk | ||||||||||||||
| SVP/CCO | $380,459 | $0 | $201,863 | $0 | $21,155 | $0 | $19,575 | $0 | $15,596 | $0 | $638,648 | $0 | $0 | $0 |
| Tammy Daniel DNP | ||||||||||||||
| SVP/CNO | $375,856 | $0 | $131,886 | $0 | $19,928 | $0 | $87,314 | $0 | $14,755 | $0 | $629,739 | $0 | $0 | $0 |
| T Scott Finnegan | ||||||||||||||
| SVP/CTO | $311,981 | $0 | $88,202 | $0 | $24,406 | $0 | $109,408 | $0 | $12,404 | $0 | $546,401 | $0 | $0 | $0 |
| Tonia L Teumer | ||||||||||||||
| VP/CCO | $266,618 | $0 | $83,919 | $0 | $25 | $0 | $5,443 | $0 | $1,935 | $0 | $357,940 | $0 | $0 | $0 |
| David Dully | ||||||||||||||
| VP, IT and CTO | $162,606 | $0 | $44,314 | $0 | $610,612 | $0 | $53,576 | $0 | $4,389 | $0 | $875,497 | $0 | $417,507 | $0 |
| Philip Boyce | ||||||||||||||
| SVP/CRO | $368,670 | $0 | $150,378 | $0 | $30,716 | $0 | $35,506 | $0 | $14,576 | $0 | $599,846 | $0 | $0 | $0 |
| Rick Tresmond | ||||||||||||||
| VP, CCH Supply Chain | $348,178 | $0 | $97,896 | $0 | $21,766 | $0 | $39,902 | $0 | $11,573 | $0 | $519,315 | $0 | $0 | $0 |
| Stacey Johnston MD | ||||||||||||||
| Chief Applications Officer | $372,252 | $0 | $45,225 | $0 | $37,252 | $0 | $41,002 | $0 | $16,517 | $0 | $512,248 | $0 | $0 | $0 |
| Deborah Abram MD | ||||||||||||||
| CMIO | $332,742 | $0 | $63,844 | $0 | $41,713 | $0 | $13,775 | $0 | $3,061 | $0 | $455,135 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4a Severance or change-of-control payment | The following individuals received severance payments during calendar year 2021: Brett McClung $731,000, Mary Ellen Shopp $311,976, Elizabeth Ransom $285,000, David Dully $92,038, and Roland Garcia $213,984. These amounts are included on Schedule J, part II, column b(iii). |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Baptist Health System, Inc. (BHS) has three supplemental nonqualified retirement plans (SERPs). One is a SERP for certain executives, another is a defined benefit SERP for vice presidents, and the third is a defined contribution SERP for senior management. These SERPs are plans described in IRS Section 457(f). The benefits under these plans accrue during each executive's term of employment. These benefits are unvested and subject to forfeiture until the covered employee reaches retirement age or the five-year anniversary of the contribution date. The following individuals accrued unvested benefits under these plans during calendar year 2021: G. Scott Baity $77,781, Scott Wooten $266,254, Tammy Daniel $70,639, T. Scott Finnegan $60,538, Timothy Groover M.D. $112,730, Stacey Johnston $29,402, David Rice $78,751, Tonia Teumer $2,925, Rick Tresmond $28,302 and Matthew Zuino $107,438. These accrued benefits are unvested and subject to forfeiture unless the named employee remains employed with BHS until the covered employee reaches retirement age or the five-year anniversary of the contribution date. This amount is included on Schedule J, part II, column (c). David Dully has vested his SERP benefit during 2021. In addition to Mr. Dully's yearly compensation of $422,780 ($418,391taxable compensation and deferred compensation with non-taxable benefits of $4,389), the total amount of the taxable SERP was also included in his W-2, Box 5 in the amount of $452,717, per IRS guidelines. The taxable SERP compensation was paid to Mr. Dully as a one-time lump sum amount. This SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation and on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990." Brett McClung has vested his SERP benefit during 2021. In addition to Mr. McClung's yearly compensation of $1,712,899 ($1,705,668 taxable compensation and deferred compensation with non-taxable benefits of $7,231), the total amount of the taxable SERP was also included in his W-2, Box 5 in the amount of $428,553, per IRS guidelines. The taxable SERP compensation was paid to Mr. McClung as a one-time lump sum amount. The SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation and on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990." Mary Ellen Schopp has vested her SERP benefit during 2021. In addition to Ms. Schopp's yearly compensation of $754,248 ($744,467 taxable compensation and deferred compensation with non-taxable benefits of $9,781), the total amount of the taxable SERP was also included in her W-2, Box 5 in the amount of $144,024, per IRS guidelines. The taxable SERP compensation was paid to Ms. Schopp as a one-time lump sum amount. The SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation and on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990." Dr. Elizabeth Ransom has vested her SERP benefit during 2021. In addition to Dr. Ransom's yearly compensation of $1,017,076 ($1,001,139 taxable compensation and deferred compensation with non-taxable benefits of $15,937), the total amount of the taxable SERP was also included in her W-2, Box 5 in the amount of $252,671, per IRS guidelines. The taxable SERP compensation was paid to Dr. Ransom as a one-time lump sum amount. The SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation and on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990." Keith Tickell has fully vested his SERP benefit during 2021. In addition to Mr. Tickell's yearly compensation of $502,661 ($489,040 taxable compensation and deferred compensation with non-taxable benefits of $13,621), the total amount of the taxable SERP was also included in his W-2, Box 5 in the amount of $421,002, per IRS guidelines. The taxable SERP compensation was paid to Mr. Tickell as a one-time lump sum amount. The SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation and on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990." |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherman Blair | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of a current officer of the filing organization | RelationshipDescriptionTxt |
| Transaction | $75,010 | TransactionAmt |
| Transaction | Employed by a disregarded entity of the filing organization. | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 Classes of members or stockholders | The organization has a single corporate member which must authorize certain significant decisions by the organization's Board of Directors. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The organization's individual members elect the members of the governing body of the organization. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The corporate bylaws of Baptist Health System were amended as provided in response to Part VI, Line 4. In accordance with these amendments to the bylaws, many of the governance decisions are reserved to Baptist Health System's sole corporate member, Coastal Community Health, Inc. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Form 990 and accompanying schedules are prepared internally and then provided to the Baptist Health System, Inc.'s Board of Directors. The board of directors of Baptist Health System, Inc. are provided a copy of the form 990 and all accompanying schedules prior to filing with the internal revenue service center. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The Board of Directors of Baptist Health System, Inc., has appointed a Conflicts of Interest Committee which regularly reviews the required disclosures of potential conflicts of interest by the Directors and Officers of the organization and its affiliates and recommends any action to be taken with regard to such disclosures. In accordance with the Conflicts of Interest Policy, during meetings of the organization's governing body, a Director who may have a conflict of interest is excused from discussion by the governing body about any transaction or matter that may have given rise to the Director's actual or potential conflict of interest. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | IN ACCORDANCE WITH ITS EXECUTIVE COMPENSATION POLICY, THE LEADERSHIP COMPENSATION COMMITTEE (THE COMMITTEE) OF BAPTIST HEALTH SYSTEM, INC. (BHS) (MADE UP OF INDEPENDENT DIRECTORS OF BHS) ANNUALLY ENGAGES A THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT WHO PROVIDES COMPARABLES FOR EXECUTIVE COMPENSATION BASED ON CURRENT DATA REGARDING COMPENSATION PAID TO SIMILAR EXECUTIVES AT SIMILARLY-SITUATED TAX EXEMPT HEALTH SYSTEMS IN THE U.S. SUCH CONSULTANT USES THESE COMPARABLE HEALTH SYSTEMS , WHICH ARE GENERALLY THE SAME SIZE AS BHS (CONSIDERING REVENUE AND OTHER APPROPRIATE INDICATORS), TO ESTABLISH AN APPROPRIATE MARKET. WHEN THE COMMITTEE MEETS WITH SUCH CONSULTANT, THE CONSULTANT PROVIDES TO COMMITTEE MEMBERS EXECUTIVE COMPENSATION TARGET LEVELS THAT ARE COMPETITIVE WITH THE MARKET. GENERALLY, THE MEDIAN OF THE MARKET IS TARGETED. THE ACTUAL AMOUNT THAT BHS EXECUTIVES RECEIVE AS COMPENSATION MAY BE HIGHER OR LOWER THAN THE MEDIAN, DEPENDING ON BHS'S AND THE INDIVIDUAL'S PERFORMANCE. ONE OBJECTIVE OF THE COMMITTEE IS TO HAVE A STRONG LINK BETWEEN BHS AND INDIVIDUAL PERFORMANCE AND EXECUTIVE COMPENSATION SUCH THAT IF BHS AND THE INDIVIDUAL PERFORM AT AN OPTIMAL LEVEL, HIS OR HER COMPENSATION IS IN THE HIGHER RANGE OF THE MARKET. CONVERSELY, IF EITHER BHS OR INDIVIDUAL PERFORMANCE IS BELOW EXPECTATION, COMPENSATION MAY BE IN THE LOWER RANGE OF THE MARKET. OTHER FACTORS THAT INFLUENCE EXECUTIVE COMPENSATION RELATIVE TO THE MARKET INCLUDE THE EXECUTIVE'S EXPERIENCE AND BHS'S NEED TO ATTRACT AND RETAIN TOP EXECUTIVE TALENT. MINUTES OF THIS ANNUAL COMPENSATION REVIEW BY THE COMMITTEE ARE RECORDED BY SUCH CONSULTANT AND ARE APPROVED PROMPTLY BY THE CHAIR OF THE COMMITTEE. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | All officers and key employees of the organization were included in the Executive Compensation policy described on Form 990, Part VI, Line 15a. This process is used to establish compensation for these individuals for each calendar year. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization makes its governing documents, conflict of interest policy, financial statements, and three most recent forms 990 available to the public upon request. |
| Form 990, Part IX, Line 11g Other Fees | Professional/medical fees - Total Expense: 1809094, Program Service Expense: 1465366, Management and General Expenses: 343728, Fundraising Expenses: 0; Professional/Consultant Fees - Total Expense: 79734146, Program Service Expense: 64584659, Management and General Expenses: 15149487, Fundraising Expenses: 0; Recruitment Expense - Total Expense: 2139681, Program Service Expense: 1733142, Management and General Expenses: 406539, Fundraising Expenses: 0; Service Recovery - Total Expense: 212695, Program Service Expense: 172283, Management and General Expenses: 40412, Fundraising Expenses: 0; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Transfers from affiliates, net - XXX-XX-XXXX; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Baptist Physician Partners LLC | ||||||||||
| 841 Prudential Dr | Ste 1601 | Jacksonville | FL | 32207 | 611734528 | Provide medical and healthcare services to the community. | FL | $21,122,000 | $19,911,000 | The sole authorized member of the organization is Baptist Health System Inc |
| BAPTIST PHYSICIAN PARTNERS ACO LLC | ||||||||||
| 841 PRUDENTIAL DR STE 1450 | JACKSONVILLE | FL | 32207 | 821698374 | PROVIDE MEDICAL AND HEALTHCARE SERVICES TO THE COMMUNITY. | FL | $0 | $0 | BAPTIST PHYSICIAN PARTNERS LLC | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC | |||||||||||
| 800 Prudential Dr | JACKSONVILLE | FL | 32207 | 590747311 | HOSPITAL | FL | 501(c)(3) | 3 | BAPTIST HEALTH SYSTEM INC | Yes (true) | |
| BAPTIST MEDICAL CENTER OF THE BEACHES INC | |||||||||||
| 1350 13TH AVE S | JACKSONVILLE BEACH | FL | 32250 | 592980620 | HOSPITAL | FL | 501(c)(3) | 3 | BAPTIST HEALTH SYSTEM INC | Yes (true) | |
| BAPTIST MEDICAL CENTER OF NASSAU INC | |||||||||||
| 1250 S 18TH ST | FERNANDINA BEACH | FL | 32034 | 593234721 | HOSPITAL | FL | 501(c)(3) | 3 | BAPTIST HEALTH SYSTEM INC | Yes (true) | |
| BAPTIST HEALTH AMBULATORY SERVICES INC | |||||||||||
| 1660 Prudential Dr Ste 203 | JACKSONVILLE | FL | 32207 | 593410739 | Medical Research and Education | FL | 501(c)(3) | Type I | BAPTIST HEALTH SYSTEM INC | Yes (true) | |
| BAPTIST HEALTH PROPERTIES INC | |||||||||||
| 1660 Prudential Dr Ste 101 | JACKSONVILLE | FL | 32207 | 592487133 | Owns/manages real estate properties for healthcare system | FL | 501(c)(3) | Type I | BAPTIST HEALTH SYSTEM INC | Yes (true) | |
| BAPTIST HEALTH SYSTEM FOUNDATION INC | |||||||||||
| 841 PRUDENTIAL DR 13TH FLR | JACKSONVILLE | FL | 32207 | 592487135 | FUNDRAISING ENTITY FOR tax-exempt entities controlled by BHS | FL | 501(c)(3) | 7 | BAPTIST HEALTH SYSTEM INC | Yes (true) | |
| Coastal Community Health Inc | |||||||||||
| 841 Prudential Dr | Jacksonville | FL | 32207 | 471322041 | Regional affiliation of BHS with 1 other 501(c)(3) healthcare system | FL | 501(c)(3) | Type I | na | false | Ste 1450 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| Corporate Health LLC | ||||||||
| 841 Prudential Dr Ste 1602 | Jacksonville | FL | 32207 | 820790996 | Development/ operation of a medically-based wellness program for the northeast Florida community | FL | Baptist Health Ambulatory Services Inc | N/A |
| BAYBAP LLC | ||||||||
| 3563 PHILIPS HIGHWAY STE 202 | JACKSONVILLE | FL | 32207 | 853852455 | HOME HEALTH | FL | PAVILION HEALTH SERVICES INC | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAVILION HEALTH SERVICES INC | ||||||||||||
| 1660 Prudential Dr Ste 203 | JACKSONVILLE | FL | 32207 | 592059710 | PHYSICIAN PRACTICES | FL | BAPTIST HEALTH SYSTEM INC | C Corporation | -$108,617,000 | $394,979,000 | 1 | Yes (true) |
| Baptist Specialty Physicians Inc | ||||||||||||
| 1660 Prudential Dr Ste 203 | Jacksonville | FL | 32207 | 861126946 | Physician Practices | FL | Southern Baptist Hospital of Florida Inc | C Corporation | false | |||
| 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2 1b | FormAndLineReferenceDesc |
| Explanation | The filing organization contributed $10,424,064 to its related fundraising affiliate, Baptist Health System Foundation, Inc. (BHSF). Any Investment income from the permanently restricted endowment matching program will be used to pay for capital expenditures of the hospitals of Baptist Health System. | ExplanationTxt |