BAPTIST HEALTH SYSTEM FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH SYSTEM FOUNDATION INC (EIN 59-2487135)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-11
- IRS object ID
- 202342239349302009
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-11T19:00:20+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 | 592487135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Health System Foundation 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 | SVP CFO | PersonTitleTxt |
| 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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH FOUNDATION | BusinessNameLine1Txt |
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 | $66,977,594 | 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 | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 531 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,751,534 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,907,557 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,374,969 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,672,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,328,696 | PYOtherRevenueAmt |
| CY Other Revenue | $577,678 | CYOtherRevenueAmt |
| PY Total Revenue | $49,455,199 | PYTotalRevenueAmt |
| CY Total Revenue | $66,158,037 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,108,406 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,856,889 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,285,939 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,496,925 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,038,178 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,874,887 | PYOtherExpensesAmt |
| CY Other Expenses | $8,659,088 | CYOtherExpensesAmt |
| PY Total Expenses | $14,269,232 | PYTotalExpensesAmt |
| CY Total Expenses | $33,012,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $35,185,967 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,145,135 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $315,907,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $275,950,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,383,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,404,993 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $314,524,457 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $272,545,162 | 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 | $29,825,535 | ExpenseAmt |
| Grant | $21,856,889 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BAPTIST HEATLH SYSTEM FOUNDATION, INC. PLANS, DEVELOPS AND COORDINATES THE FUNDRAISING ACTIVITIES FOR BAPTIST HEALTH SYSTEM, INC. AND ITS LICENSED HOSPITALS IN THE NORTHEAST FLORIDA REGION. THE PROCEEDS ARE USED TO SUPPORT THE EXEMPT CHARITABLE ACTIVITIES OF THESE HOSPITALS. | Desc |
| Total Program Service Expenses | $29,825,535 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | false | 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 (40 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Cleve Warren | ||||||||
| Vice Chair | 0.5 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dennis Blackburn Esq | ||||||||
| Secretary/Treasurer | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jane E Rollinson | ||||||||
| Chair | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Martha Baker | ||||||||
| Chair | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael A Aubin | ||||||||
| Interim SVP | 0.5 | 39.5 | Yes (X) | Yes (X) | $0 | $1,131,137 | $37,070 | |
| Michael A Mayo DHA | ||||||||
| President | 0.5 | 39.5 | Yes (X) | Yes (X) | $0 | $1,357,493 | $47,469 | |
| Adam Dimitrov MD | ||||||||
| Director | 0.1 | 39.9 | Yes (X) | $0 | $356,509 | $1,091 | ||
| Art Graham | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Benjamin Hakimian | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Chris Ball | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Christina Bryan | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Christine Granfield MD | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Connie Hodges | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Courtney Lane Reames | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Deborah Abram MD | ||||||||
| Director | 0.1 | 39.9 | Yes (X) | $0 | $438,299 | $16,836 | ||
| Don Wolfson | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Langley | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Elli Zimmerman | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Grace Sarber | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jeff Edwards MD | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| John H Williams Jr | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Julius Demps III | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kimberly Sisisky | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kimberly Stein-Tonning | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kurt Mori MD | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Lauren Rueger | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Mark Shorstein | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Marsha Oliver | ||||||||
| Director | 0.1 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Marty Fiorentino | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Michael K Diaz | ||||||||
| Director | 0.1 | 0.6 | Yes (X) | $0 | $0 | $0 | ||
| Pamela Rama Depadua MD | ||||||||
| Director | 0.1 | 39.9 | Yes (X) | $0 | $816,402 | $17,084 | ||
| Paul Bosland | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Susan Dubow | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Tabitha Furyk | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Vikram Gopal MD | ||||||||
| Director | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| G Scott Baity Esq | ||||||||
| Asst. Secretary | 0.3 | 39.7 | Yes (X) | $0 | $695,986 | $136,761 | ||
| Keith A Tickell | ||||||||
| Former Asst. Treasurer (As of 07.25.22) | 0.3 | 39.7 | Yes (X) | $0 | $896,267 | $27,396 | ||
| Scott M Wooten | ||||||||
| Former Asst. Treasurer (As of 12.28.21) | 0.3 | 39.7 | Yes (X) | $0 | $1,011,917 | $288,355 | ||
| T Scott Finnegan | ||||||||
| Asst. Treasurer | 0.3 | 39.7 | Yes (X) | $0 | $424,589 | $121,812 | ||
| Brett S McClung | ||||||||
| Former President (AS OF 05.01.21) | 0.0 | 0.0 | $0 | $2,130,059 | $11,393 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,258,658 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $705,267 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RKD GROUP LLC | |||||
| 3400 WATERVIEW PARKWAY | RICHARDSON | TX | 75080 | MARKETING SOLUTIONS | $184,681 |
| WASHINGTON SPEAKERS BUREAU INC | |||||
| PO BOX 25888 | ALEXANDRIA | VA | 22313 | PUBLIC SPEAKING FIRM | $181,000 |
| THREE ATLANTA LLC | |||||
| 550 PHARR RD | ATLANTA | GA | 30305 | ADVERTISING SERVICES FOR FUNDRAISING | $144,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $1,370,292 | FundraisingAmt |
| Related Organizations | $10,424,064 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $17,113,201 | AllOtherContributionsAmt |
| Noncash Contributions | $1,568,331 | NoncashContributionsAmt |
| Total Contributions | $28,907,557 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,672,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,672,802 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,397,235 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,370,292 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $819,557 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577,678 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $577,678 | 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 | $66,158,037 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,250,480 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,890,089 | TotalAmt |
| Program Services | $20,890,089 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,800 | TotalAmt |
| Program Services | $966,800 | 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 | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | 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 | $1,870,832 | TotalAmt |
| Program Services | $1,122,499 | ProgramServicesAmt |
| Management And General | $336,750 | ManagementAndGeneralAmt |
| Fundraising | $411,583 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,130 | TotalAmt |
| Program Services | $289,278 | ProgramServicesAmt |
| Management And General | $86,783 | ManagementAndGeneralAmt |
| Fundraising | $106,069 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,963 | TotalAmt |
| Program Services | $86,378 | ProgramServicesAmt |
| Management And General | $25,913 | ManagementAndGeneralAmt |
| Fundraising | $31,672 | 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 | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,740 | TotalAmt |
| Program Services | $33,370 | ProgramServicesAmt |
| Management And General | $33,370 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | 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 | $1,415,444 | TotalAmt |
| Program Services | $707,722 | ProgramServicesAmt |
| Management And General | $707,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,022 | TotalAmt |
| Program Services | $374,011 | ProgramServicesAmt |
| Management And General | $374,011 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,909 | TotalAmt |
| Program Services | $168,445 | ProgramServicesAmt |
| Management And General | $12,247 | ManagementAndGeneralAmt |
| Fundraising | $6,217 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,227,256 | TotalAmt |
| Program Services | $4,316,702 | ProgramServicesAmt |
| Management And General | $460,000 | ManagementAndGeneralAmt |
| Fundraising | $450,554 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,179 | TotalAmt |
| Program Services | $571,534 | ProgramServicesAmt |
| Management And General | $41,552 | ManagementAndGeneralAmt |
| Fundraising | $21,093 | 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 | $181,381 | TotalAmt |
| Program Services | $163,464 | ProgramServicesAmt |
| Management And General | $11,884 | ManagementAndGeneralAmt |
| Fundraising | $6,033 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,327 | TotalAmt |
| Program Services | $49,862 | ProgramServicesAmt |
| Management And General | $3,625 | ManagementAndGeneralAmt |
| Fundraising | $1,840 | 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 | $61,582 | TotalAmt |
| Program Services | $55,499 | ProgramServicesAmt |
| Management And General | $4,035 | ManagementAndGeneralAmt |
| Fundraising | $2,048 | 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 | $49,190 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $49,190 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Hospital/ Medical Supplies | $910 | $910 | $0 | $0 |
| Dues Memberships | $32,148 | $28,972 | $2,107 | $1,069 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,012,902 | TotalAmt |
| Program Services | $29,825,535 | ProgramServicesAmt |
| Management And General | $2,149,189 | ManagementAndGeneralAmt |
| Fundraising | $1,038,178 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,340,640 | BOYAmt |
| EOY | $16,985,093 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $564,046 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $458,836 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,924 | BOYAmt |
| EOY | $105,210 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,809,244 | BOYAmt |
| EOY | $251,331,035 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,604,972 | BOYAmt |
| EOY | $7,528,817 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,907,780 | BOYAmt |
| EOY | $275,950,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,341 | BOYAmt |
| EOY | $442,382 | 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 | $1,175,982 | BOYAmt |
| EOY | $2,962,611 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,383,323 | BOYAmt |
| EOY | $3,404,993 | 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 | $17,307,063 | BOYAmt |
| EOY | $12,268,663 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,217,394 | BOYAmt |
| EOY | $260,276,499 | 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 | $314,524,457 | BOYAmt |
| EOY | $272,545,162 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,907,780 | BOYAmt |
| EOY | $275,950,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,145,135 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$75,124,430 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,130,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,831,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,569,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,751,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,907,557 | CurrentTaxYearAmt |
| Total | $147,189,271 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,130,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,831,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,569,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,751,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,907,557 | CurrentTaxYearAmt |
| Total | $147,189,271 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,664 | SubstantialContributorsTotAmt |
| Public Support Total170 | $147,183,607 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,357,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,597,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,668,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,374,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,672,802 | CurrentTaxYearAmt |
| Total | $84,671,814 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,040,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,551,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $956,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,789,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,397,235 | CurrentTaxYearAmt |
| Total | $7,736,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $239,597,461 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6143 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7206 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - GROSS RECEIPTS-FUNDRAISING, COLUMN A - 2040506.0, COLUMN B - 1551711.0, COLUMN C - 956933.0, COLUMN D - 1789991.0, COLUMN E - 1397235.0, COLUMN F - 7736376.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,373,338 | BeginningYearBalanceAmt |
| Contributions | $13,293,719 | ContributionsAmt |
| Investment Earnings Or Losses | -$33,381,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,578,483 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $230,707,472 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $220,099,414 | BeginningYearBalanceAmt |
| Contributions | $13,331,153 | ContributionsAmt |
| Investment Earnings Or Losses | $36,439,530 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,496,759 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $261,373,338 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,740,948 | BeginningYearBalanceAmt |
| Contributions | $13,302,036 | ContributionsAmt |
| Investment Earnings Or Losses | $7,447,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,391,561 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $220,099,414 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,523,927 | BeginningYearBalanceAmt |
| Contributions | $15,626,337 | ContributionsAmt |
| Investment Earnings Or Losses | $5,741,965 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $164,460 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,986,821 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $207,740,948 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,973,453 | BeginningYearBalanceAmt |
| Contributions | $24,786,028 | ContributionsAmt |
| Investment Earnings Or Losses | $8,232,479 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $237,386 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,230,647 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $191,523,927 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0198 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9346 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0456 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,075 | OtherCostOrOtherBasisAmt |
| Book Value | $2,075 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,755 | DepreciationAmt |
| Book Value | $26,368 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,939 | DepreciationAmt |
| Book Value | $46,779 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $319,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $289,142 | DepreciationAmt |
| Book Value | $29,988 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $105,210 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Other liabilities | $150,333 |
| Deferred Rent | $9,582 |
| Long Term Lease Liability | $783,130 |
| Due From Affiliated Organizations | $2,019,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,962,611 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Endowment funds are used by the organization to fund capital projects for its affiliated 501 (c)(3) hospitals and reimbursement for operational expenses by these hospitals that are in accordance with written endowment agreements. The endowment policy of the organization limits annual spending to 5% of the accumulated contributions by the donors, and accumulated investment earnings, of each endowment. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | With few exceptions, Baptist Health System Foundation, 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 uncertain tax positions. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $428,090 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $80,330 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $347,760 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $461 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $152,678 | OtherDirectExpensesEvent1Amt |
| Event2 | FL FORUM | Event2Nm |
| Gross Receipts Event2 | $534,872 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $107,026 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $427,846 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $46,538 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $13,384 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $295,568 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,804,565 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,182,936 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $621,629 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $2,252 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $20,408 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $11,763 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,250 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $273,255 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,767,527 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,370,292 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,397,235 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,252 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $66,946 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,608 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $721,501 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $819,557 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $577,678 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Community Hospice of NE Florida | |||||||
| 4266 Sunbeam Road | Jacksonville | FL | 32257 | 591940256 | 501C(3) | $186,867 | To support the improvement of life and be the compassionate guide for patients with advanced illnesses, their families, and our community. |
| Southern Baptist Hospital of Florida Inc | |||||||
| 1660 Prudential Dr | Jacksonville | FL | 32207 | 590747311 | 501C(3) | $20,120,378 | To support the hospital with funding of capital projects and reimbursement of operational expenses. |
| Baptist Medical Center of the Beaches Inc | |||||||
| 1660 Prudential Dr | Jacksonville | FL | 32207 | 592980620 | 501C(3) | $396,148 | To support the hospital with funding of capital projects and reimbursement of operational expenses. |
| Baptist Medical Center Nassau Inc | |||||||
| 1660 Prudential Dr | Jacksonville | FL | 32207 | 593234721 | 501C(3) | $150,520 | To support the hospital with funding of capital projects and reimbursement of operational expenses. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| THE ORGANIZATION PROVIDED SCHOLARSHIPS DURING THE TAX YEAR FOR approximately 169 RECIPIENTS WHO ARE QUALIFIED NURSING/MEDICAL STUDENTS, STUDENT APPLICANTS, OR CURRENT NURSES IN THE NORTHEAST FLORIDA REGION WISHING TO FURTHER THEIR EDUCATION. THE SCHOLARSHIPS ARE AWARDED BASED ON AN INTERVIEW PROCESS BY A SCHOLARSHIP COMMITTEE THAT ASSESSES SUCH CRITERIA AS THE STUDENT'S FINANCIAL NEEDS AND GRADES. | 168 | $321,646 |
| THE ORGANIZATION RECEIVES FUNDS THROUGH VOLUNTARY EMPLOYEE PAYROLL DEDUCTIONS FROM ITS RELATED ORGANIZATIONS FOR THE PURPOSE OF PROVIDING FINANCIAL SUPPORT TO EMPLOYEES WITH EMERGENCY FINANCIAL NEEDS. EMPLOYEES MEETING THE REQUIREMENTS OF FINANCIAL NEED ESTABLISHED BY THE CHAPLAINS OF THE HEALTH SYSTEM MAY RECEIVE FINANCIAL ASSISTANCE BASED ON ESTABLISHED POLICIES. | 140 | $209,486 |
| FINANCIAL ASSISTANCE PROVIDED TO UNDERPRIVILEGED PATIENTS FROM MISCELLANEOUS FUNDING SOURCES. THE ORGANIZATION RECEIVES FUNDING FROM THE SCOTTISH RITES CHARITABLE ORGANIZATION, Patrons of the Heart endowment and many other donor endowments. | 39 | $435,668 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Baptist Health System Foundation, Inc.'s (BHF) management and staff meet regularly with its own Board Members and the executive managers of the five licensed 501(c)(3) hospitals that BHF provides financial support. There are discussions of capital improvement, and other projects, that the hospitals prioritize annually for possible funding support from BHF. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (10 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 | $0 | $839,543 | $0 | $382,042 | $0 | $135,908 | $0 | $16,675 | $0 | $30,794 | $0 | $1,404,962 | $0 | $0 |
| Michael A Aubin | ||||||||||||||
| Interim SVP | $0 | $610,987 | $0 | $472,760 | $0 | $47,390 | $0 | $16,675 | $0 | $20,395 | $0 | $1,168,207 | $0 | $0 |
| Pamela Rama Depadua MD | ||||||||||||||
| Director | $0 | $462,703 | $0 | $4,572 | $0 | $349,127 | $0 | $0 | $0 | $17,084 | $0 | $833,486 | $0 | $0 |
| Deborah Abram MD | ||||||||||||||
| Director | $0 | $332,742 | $0 | $63,844 | $0 | $41,713 | $0 | $13,775 | $0 | $3,061 | $0 | $455,135 | $0 | $0 |
| Adam Dimitrov MD | ||||||||||||||
| Director | $0 | $213,687 | $0 | $69 | $0 | $142,753 | $0 | $0 | $0 | $1,091 | $0 | $357,600 | $0 | $0 |
| Brett S McClung | ||||||||||||||
| Former President (AS OF 05.01.21) | $0 | $382,564 | $0 | $451,083 | $0 | $1,296,412 | $0 | $4,162 | $0 | $7,231 | $0 | $2,141,452 | $0 | $87,981 |
| Scott M Wooten | ||||||||||||||
| Former Asst. Treasurer (As of 12.28.21) | $0 | $698,428 | $0 | $275,167 | $0 | $38,322 | $0 | $280,029 | $0 | $8,326 | $0 | $1,300,272 | $0 | $0 |
| Keith A Tickell | ||||||||||||||
| Former Asst. Treasurer (As of 07.25.22) | $0 | $372,276 | $0 | $102,893 | $0 | $421,098 | $0 | $13,775 | $0 | $13,621 | $0 | $923,663 | $0 | $370,787 |
| G Scott Baity Esq | ||||||||||||||
| Asst. Secretary | $0 | $490,140 | $0 | $170,943 | $0 | $34,903 | $0 | $124,500 | $0 | $12,261 | $0 | $832,747 | $0 | $0 |
| T Scott Finnegan | ||||||||||||||
| Asst. Treasurer | $0 | $311,981 | $0 | $88,202 | $0 | $24,406 | $0 | $109,408 | $0 | $12,404 | $0 | $546,401 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION POLICY OF BAPTIST HEALTH SYSTEM, INC. (BHS), THE ORGANIZATION'S SOLE MEMBER, THE LEADERSHIP COMPENSATION COMMITTEE (THE COMMITTEE) OF 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. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | The following individual received severance payments during calendar year 2021: Brett McClung $731,000. This amount is included on Schedule J, part II, column b(iii). |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Baptist Health System, Inc. (BHS) parent affiliate of Baptist Health System Foundation, Inc., 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: T. Scott Finnegan $60,538, Scott Wooten $266,254 and G. Scott Baity $77,781. 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). 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." 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,568,331 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 Classes of members or stockholders | The organization has a sole corporate member, Baptist Health System, Inc. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The Board of Directors of Baptist Health System, Inc., the sole corporate member of the organization, elects the members of the governing body of the organization. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The Board of Directors of Baptist Health System, Inc., the sole corporate member of the organization, has the right to remove Directors of the Organization and must approve any amendments to the governing documents of the Organization. |
| 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 Baptist Health System, Inc. who is the sole corporate member of Baptist Health System Foundation, Inc. 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 the organization's sole member, 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 THE EXECUTIVE COMPENSATION POLICY OF BAPTIST HEALTH SYSTEM, INC. (BHS), THE ORGANIZATION'S SOLE MEMBER, THE LEADERSHIP COMPENSATION COMMITTEE (THE COMMITTEE) OF 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. |
Schedule R IRS990ScheduleR
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 | false | |
| 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 | false | |
| 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 | false | |
| BAPTIST HEALTH SYSTEM INC | |||||||||||
| 841 Prudential Dr Ste 1602 | Jacksonville | FL | 32207 | 592487136 | Financial/management assistance for healthcare system | FL | 501(c)(3) | Type II | Coastal Community Health Inc | false | |
| BAPTIST HEALTH PROPERTIES INC | |||||||||||
| 1660 Prudential Dr Ste 101 | JACKSONVILLE | FL | 32207 | 592487133 | Owns/manages real estate properties for health system. | FL | 501(c)(3) | Type I | BAPTIST HEALTH SYSTEM INC | false | |
| 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 | false | |
| 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 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| PAVILION HEALTH SERVICES INC | |||||||||
| 1660 Prudential Dr Ste 203 | JACKSONVILLE | FL | 32207 | 592059710 | PHYSICIAN PRACTICES | FL | BAPTIST HEALTH SYSTEM INC | C Corporation | false |
| 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 | Yes (true) | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |