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BETHESDA HOSPITAL INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BETHESDA HOSPITAL INC (EIN 59-2447554)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-12
IRS object ID
202232249349301853
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-12T11:06:34-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1695 TOWN CENTER DRIVE SUITE 1000AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592447554EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bethesda Hospital IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETHBusinessNameControlTxt
Phone7866627000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12815 S SEACREST BLVDAddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANETTE SANCHEZPersonNm
Person TitleCORP VP OF FINANCEPersonTitleTxt
Signature2022-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANETTEPersonFirstNm
Person LastSANCHEZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN W SADOFF JRPreparerPersonNm
PTINP00540589PTIN
Phone7144367100PhoneNum
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Nelson LazoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12815 S SEACREST BLVDAddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$384,587,243GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BETHESDAWEB.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1959FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionSee Form 990, Part III, Line 1ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee2936TotalEmployeeCnt
Total Volunteers151TotalVolunteersCnt
Total Gross UBI$688,304TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$45,689,148PYContributionsGrantsAmt
CY Contributions Grants$2,022,384CYContributionsGrantsAmt
PY Program Service Revenue$372,693,445PYProgramServiceRevenueAmt
CY Program Service Revenue$377,570,658CYProgramServiceRevenueAmt
PY Investment Income$155,296PYInvestmentIncomeAmt
CY Investment Income$339,470CYInvestmentIncomeAmt
PY Other Revenue$6,161,428PYOtherRevenueAmt
CY Other Revenue$4,590,862CYOtherRevenueAmt
PY Total Revenue$424,699,317PYTotalRevenueAmt
CY Total Revenue$384,523,374CYTotalRevenueAmt
PY Grants And Similar Paid$51,595PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$163,716,082PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$170,893,162CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$254,680,010PYOtherExpensesAmt
CY Other Expenses$265,068,277CYOtherExpensesAmt
PY Total Expenses$418,447,687PYTotalExpensesAmt
CY Total Expenses$435,961,439CYTotalExpensesAmt
PY Revenues Less Expenses$6,251,630PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$51,438,065CYRevenuesLessExpensesAmt
Total Assets BOY$331,023,091TotalAssetsBOYAmt
Total Assets EOY$437,055,378TotalAssetsEOYAmt
Total Liabilities BOY$186,972,253TotalLiabilitiesBOYAmt
Total Liabilities EOY$327,718,085TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$144,050,838NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$109,337,293NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$388,581,031ExpenseAmt
Grant$0GrantAmt
Revenue$379,097,412RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$388,581,031TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2936EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FINANCE DEPARTMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7866627000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16855 RED ROAD SUITE 600AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33143ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Fred B Devitt JR ESQ
Vice-Chairman2.08.0Yes (X)Yes (X)$0$0$0
George T Elmore
Chairman2.08.0Yes (X)Yes (X)$0$0$0
Stormet C Norem
Secretary2.014.0Yes (X)Yes (X)$0$0$0
Charlton E Stucken MD
Vice-Chief Medical Staff, C.V.2.00Yes (X)$0$0$0
Gregory L Weekes
Member2.08.0Yes (X)$0$0$0
I Jeffrey Pheterson ESQ
Member2.012.0Yes (X)$0$0$0
John Pasqual DMD
Member, Beg 1/20212.02.0Yes (X)$0$0$0
Marie Bedner
Member2.08.0Yes (X)$0$0$0
Roberta Stokes
Treasurer2.014.0Yes (X)$0$0$0
Steven Litinsky MD MBA
Member2.012.0Yes (X)$0$0$0
Todd Parnes DO
Chief, Medical Staff, C.V.2.00Yes (X)$0$0$0
Nelson Lazo
CEO40.010.0Yes (X)$0$944,872$143,728
Ana Machado Rosacker
VP Administration45.00$206,419$0$21,999Yes (X)
Daniel Goldman MD
CMO45.00$536,718$0$15,895Yes (X)
Joanne Aquilina
VP of Finance2.050.0$0$498,370$109,768Yes (X)
Alex Charlot
RN III - Specialist45.00$185,039$0$5,024Yes (X)
Edward Hernandez
RN II - Specialist45.00$170,414$0$33,208Yes (X)
Jane M Tetrault-Kiah
AVP Cardiovascular45.00$166,058$0$14,054Yes (X)
Joshua Bailin MD
Medical Director Quality45.00$238,426$0$22,423Yes (X)
Sharlene Lau
Director Pharmacy45.00$172,975$0$34,027Yes (X)
Ela Lena
Former VP of Operations45.06.0$455,180$0$46,711Yes (X)
Roger L Kirk
Former President2.062.0$0$912,134$1,994Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,131,229TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,355,375TotReportableCompRltdOrgAmt
Total Other Compensation$448,830TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K160IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CROSS COUNTRY STAFFING
PO BOX 404674ATLANTAGA303844674CONTRACTING STAFF$4,281,982
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROADBOCA RATONFL334310991CLINICAL SERVICES$4,158,104
CRITICAL CARE ASSOC OF SOUTH FLA INC
PO Box 810097Boca RatonFL33481PROF FEES-PHYSICIAN SERVICES$2,160,262
CERNER HEALTH SERVICES INC
PO BOX 959167ST LOUISMO631959167INFORMATION SYSTEM SUPPORT$1,733,598
MOSES & ASSOCIATES INC
2209 NW 40TH TERRACEGAINESVILLEFL32605CONSTRUCTION SERVICES$1,670,663
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K79CntrctRcvdGreaterThan100KCnt
Related Organizations$1,271,844RelatedOrganizationsAmt
Government Grants$750,540GovernmentGrantsAmt
Total Contributions$2,022,384TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT SERVICE REVENUE622110$376,882,354$376,882,354
LAB SERVICE621500$688,304$688,304

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$377,570,658TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,159TotalRevenueColumnAmt
Exclusion$105,159ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,579,578RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$62,438RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,517,140RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,517,140TotalRevenueColumnAmt
Exclusion$1,517,140ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$235,742OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,431OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$234,311OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$234,311TotalRevenueColumnAmt
Exclusion$234,311ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GIFT SHOP453220$243,625$243,625
CAFETERIA722210$1,303,343$1,303,343
OTHER REVENUE900099$1,526,754$1,526,754

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,073,722OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$384,523,374TotalRevenueColumnAmt
Related Or Exempt Func Income$378,409,108RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$688,304UnrelatedBusinessRevenueAmt
Exclusion$3,403,578ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,088,993TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,088,993ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$140,499,648TotalAmt
Program Services$127,429,777ProgramServicesAmt
Management And General$13,069,871ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,922,751TotalAmt
Program Services$3,530,476ProgramServicesAmt
Management And General$392,275ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,877,312TotalAmt
Program Services$13,389,581ProgramServicesAmt
Management And General$1,487,731ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,504,458TotalAmt
Program Services$9,454,012ProgramServicesAmt
Management And General$1,050,446ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$15,417TotalAmt
Management And General$15,417ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$864,739TotalAmt
Management And General$864,739ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,625TotalAmt
Management And General$40,625ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$39,639,798TotalAmt
Program Services$36,611,205ProgramServicesAmt
Management And General$3,028,593ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,982,935TotalAmt
Program Services$2,386,348ProgramServicesAmt
Management And General$596,587ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,825,307TotalAmt
Program Services$13,460,246ProgramServicesAmt
Management And General$3,365,061ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,692,011TotalAmt
Program Services$13,353,609ProgramServicesAmt
Management And General$3,338,402ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,250,911TotalAmt
Program Services$8,200,729ProgramServicesAmt
Management And General$2,050,182ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,010TotalAmt
Program Services$5,608ProgramServicesAmt
Management And General$1,402ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,584TotalAmt
Program Services$1,267ProgramServicesAmt
Management And General$317ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,833,031TotalAmt
Program Services$5,466,425ProgramServicesAmt
Management And General$1,366,606ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,344,715TotalAmt
Program Services$13,075,772ProgramServicesAmt
Management And General$3,268,943ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,375,000TotalAmt
Program Services$9,281,803ProgramServicesAmt
Management And General$93,197ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
MEDICAL SUPPLIES$73,207,511$73,207,511
CHARITY CARE$14,046,541$14,046,541
PROVISION FOR BAD DEBT$24,649,201$24,649,201
INDIGENT CARE TAX$10,003,528$10,003,528

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$23,288,413TotalAmt
Program Services$11,027,392ProgramServicesAmt
Management And General$12,261,021ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$435,961,439TotalAmt
Program Services$388,581,031ProgramServicesAmt
Management And General$47,380,408ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,592BOYAmt
EOY$131,733EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,819,406BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$46,540,191BOYAmt
EOY$62,839,511EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,557,179BOYAmt
EOY$8,541,856EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,564,590BOYAmt
EOY$2,912,478EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$228,547,743LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$67,428,638LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$160,255,140BOYAmt
EOY$161,119,105EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$109,284,993BOYAmt
EOY$201,510,695EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$331,023,091BOYAmt
EOY$437,055,378EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,332,764BOYAmt
EOY$52,868,624EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$55,656,064BOYAmt
EOY$44,089,187EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$181,771,715EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$98,983,425BOYAmt
EOY$48,988,559EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$186,972,253BOYAmt
EOY$327,718,085EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$122,503,278BOYAmt
EOY$78,222,071EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,547,560BOYAmt
EOY$31,115,222EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$144,050,838BOYAmt
EOY$109,337,293EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$331,023,091BOYAmt
EOY$437,055,378EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$51,438,065ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$16,724,520OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,826,958BeginningYearBalanceAmt
Investment Earnings Or Losses$5,210,245InvestmentEarningsOrLossesAmt
Other Expenditures$284,466OtherExpendituresAmt
End Year Balance$31,752,737EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,503,129BeginningYearBalanceAmt
Investment Earnings Or Losses$1,741,725InvestmentEarningsOrLossesAmt
Other Expenditures$417,896OtherExpendituresAmt
End Year Balance$26,826,958EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,234,366BeginningYearBalanceAmt
Investment Earnings Or Losses$571,680InvestmentEarningsOrLossesAmt
Other Expenditures$302,917OtherExpendituresAmt
End Year Balance$25,503,129EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,906,658BeginningYearBalanceAmt
Investment Earnings Or Losses$1,636,650InvestmentEarningsOrLossesAmt
Other Expenditures$308,942OtherExpendituresAmt
End Year Balance$25,234,366EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,777,094BeginningYearBalanceAmt
Investment Earnings Or Losses$2,490,016InvestmentEarningsOrLossesAmt
Other Expenditures$360,452OtherExpendituresAmt
End Year Balance$23,906,658EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.7465BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0393PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2142TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,273,933OtherCostOrOtherBasisAmt
Book Value$20,273,933BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$120,533,424OtherCostOrOtherBasisAmt
Depreciation$33,881,787DepreciationAmt
Book Value$86,651,637BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,806OtherCostOrOtherBasisAmt
Depreciation$39,646DepreciationAmt
Book Value$11,160BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$63,711,537OtherCostOrOtherBasisAmt
Depreciation$27,210,535DepreciationAmt
Book Value$36,501,002BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,978,043OtherCostOrOtherBasisAmt
Depreciation$6,296,670DepreciationAmt
Book Value$17,681,373BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$161,119,105TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (15 entries)

DescDescBook ValueBookValueAmt
INVESTMENTS-VHA
INVESTMENTS- CARE SERVICES OF BETHESDA
INVESTMENTS-SCM
INVESTMENTS- 21ST CENTURY ONCOLOGY
INVESTMENTS- SOUTHERN CO-OPERATIVE INSURANCE
INVESTMENTS-PHYS.LIABILITY GRP
INTEREST IN BHF- TEMP RESTRICTED
INTEREST IN BHF-PERM RESTRICTED
ROU ASSETS$3,446,616
DUE FROM AFFILIATE$148,081,213
PHYSICAN GUARANTEE ASSET ST & LT$2,283,516
INTEREST IN BHSF$31,298,571
THIRD PARTY DUE FROM MEDICARE
Other Assets$6,300,725
Other Receivables$10,100,054
FieldValueIRS element (for citing)
Total Book Value Other Assets$201,510,695TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (13 entries)

DescDescAmtAmt
RESERVE FOR SELF INSURANCE
ASSET RETIREMENT OBLIGATION$203,500
ACCRUED RETIREMENT BENEFIT LIABILITY
LEASE LIABILITY PROFESSIONAL PLAZA
DUE TO FL - NICA
RESERVE EMPLOYEE HEALTH
SECURITY DEPOSIT AND PRECOLLECTED REVENUE
MALPRACTICE TAIL INSURANCE$28,561,346
PHYSICIAN GUARANTEE LIABILITY$2,283,516
ROU LIABILITY
Due to Affiliates LT$14,493,518
Right of Use Liabilities ST$1,052,664
Right of Use Liabilities LT$2,394,015
FieldValueIRS element (for citing)
Total Liability$48,988,559TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$345,055,633TotalRevEtcAuditedFinclStmtAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$345,055,633RevenueSubtotalAmt
Other Revenues Not Included$39,467,741OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$39,467,741RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$384,523,374TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$397,031,386TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$397,031,386ExpensesSubtotalAmt
Other Expenses Not Included$38,930,053OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$38,930,053ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$435,961,439TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE ENDOWMENT FUNDS ARE HELD BY BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC. THE ENDOWMENT FUNDS ARE USED TO SUPPORT BETHESDA HOSPITAL, INC. IN THE PROVISION OF QUALITY HEALTH CARE SERVICES TO THE SURROUNDING COMMUNITY.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteIncome and Other Taxes - BHSF, the BHSF Hospitals, Bethesda Health, BOS, BHMG, MCIBH, BRRH, BRRH Hospital, BRRH Home Health, BH Foundation, and BHSF Foundation are not for profit corporations and recognized as tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code. BHMG affiliated physician practices are single-member LLCs, which are treated as disregarded entities for federal income tax purposes. BHE, BocaCare, BHC, and the Insurance Companies are for-profit entities. BHSF provides for income taxes in accordance with the provisions of FASB ASC 740, Income Taxes ("ASC 740"). As required under ASC 740, deferred tax assets and liabilities are recognized under the balance sheet approach, which recognizes the future tax effect of temporary differences between the amounts recorded in the financial statements and the tax basis of these amounts. Deferred tax assets and liabilities are measured using the enacted tax rates expected to apply to taxable income in the periods in which the deferred tax assets or liabilities are expected to be realized or settled (see Note 15). Taxes collected from patients, tenants, customers and others, concurrent with specific revenue-producing transactions and subsequently remitted to governmental authorities, are recorded on a net basis and excluded from revenues. As of September 30, 2021 and 2020, BHSF had no material unrecognized tax positions. No material unrecognized tax positions are expected through September 30, 2022. BHSF is periodically audited by federal and state taxing authorities. The outcome of these audits may result in BHSF being assessed taxes in addition to amounts previously paid. Federal returns for fiscal years 2018 through 2020 remain open and subject to examination by the Internal Revenue Service.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsTRANSFER FROM RESTRICTED FUND - 537688 GAIN ON SALE OF FIXED ASSET - 234311 BAD DEBT - 24649201 CHARITY CARE - 14046541
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsBAD DEBT - 24649201 CHARITY CARE - 14046541 GAIN ON SALE OF FIXED ASSET - 234311

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CarefalseFPGReferenceDiscountedCareInd
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served952PersonsServedCnt
Total Community Benefit Expns$2,198,080TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,198,080NetCommunityBenefitExpnsAmt
Total Expense0.0053TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$47,460,060TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,624,094DirectOffsettingRevenueAmt
Net Community Benefit Expns$27,835,966NetCommunityBenefitExpnsAmt
Total Expense0.0677TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$104,230TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$104,230NetCommunityBenefitExpnsAmt
Total Expense0.0003TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served952PersonsServedCnt
Total Community Benefit Expns$49,762,370TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$19,624,094DirectOffsettingRevenueAmt
Net Community Benefit Expns$30,138,276NetCommunityBenefitExpnsAmt
Total Expense0.0733TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$30,975TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$30,975DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$10,480,719TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,049,100DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,431,619NetCommunityBenefitExpnsAmt
Total Expense0.0156TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$10,511,694TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,080,075DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,431,619NetCommunityBenefitExpnsAmt
Total Expense0.0156TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served952PersonsServedCnt
Total Community Benefit Expns$60,274,064TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$23,704,169DirectOffsettingRevenueAmt
Net Community Benefit Expns$36,569,895NetCommunityBenefitExpnsAmt
Total Expense0.0889TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$24,649,201BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$105,395,047ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$117,010,845CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$11,615,798MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndEmergency Room24 HrsEmergencyRoom24HrsIndOtherOtherDescFacility Reporting GroupFacilityReportingGroupCd
BETHESDA HOSPITAL EAST
12815 S SEACREST BLVDBOYNTON BEACHFL33435WWW.BETHESDAWEB.COM4452Yes (X)Yes (X)Yes (X)Yes (X)INPATIENT REHABILITATIONA
BETHESDA HOSPITAL WEST
29655 WEST BOYNTON BEACH BLVDBOYNTON BEACHFL33472WWW.BETHESDAWEB.COM4452Yes (X)Yes (X)Yes (X)Yes (X)INPATIENTA

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted20CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLhttps://baptisthealth.net/about-baptist-health/fulfilling-our-mission/community-needs-assessment-andOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt20ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLHTTPS://BAPTISTHEALTH.NET/ABOUT-BAPTIST-HEALTH/FULFILLING-OUR-MISSION/COMMUNITY-NEEDS-ASSESSMENT-ANDStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.0FPGFamilyIncmLmtFreeCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Explained BasisfalseExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART VIFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART VIFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLPART VIFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 5 Facility A, 1Facility A, 1 - BETHESDA HOSPITAL EAST/WEST. For its FY2021 Community Health Needs Assessment ("CHNA"), Baptist Health South Florida, Inc. and its affiliates ("Baptist Health" or "BHSF") conducted the assessment of the Bethesda Hospital East and West ( collectively "BHEW") community. The CHNA prioritized the needs and areas of opportunity based on input from the BHEW community; analysis of local, State of Florida, and federal quantitative data; and focus groups. The designated service area for BHEW consists of 14 zip codes in Palm Beach County. BHEW invited key stakeholders to one of three scheduled focus groups held via Zoom in March and April 2021. In addition an online survey was emailed to all invitees who were unable to participate in the live Zoom sessions. A total of 38 community and internal stakeholders shared their perspective on the overall health of the Bethesda Hospital East and West community. Internal stakeholders included various members of hospital leadership, representatives from case management, nursing, community relations, and physicians. External stakeholders included various community, non-profit organizations, and local government leaders. Focus group participants were asked to consider a compilation of data, which included statistical information focused on the BHEW primary service area residents, and, when available, Palm Beach County, Florida and the U.S. and their personal/professional perspective during the qualitative question and answer portion of the focus group session. Focus group participants discussed topics of behavioral health, unhealthy behaviors that lead to chronic disease, and improving the overall quality of life of the residents in the BHEW service area.
Schedule H, Part V, Section B, Line 6a Facility A, 1Facility A, 1 - BETHESDA HOSPITAL EAST/WEST. For its FY2021 CHNA, Baptist Health conducted the assessment for BHEW. In order to ensure broad community input, Baptist Health utilized the existing CHNA steering committee composed of 25 representatives , including hospital representatives, with experience in assessing healthcare needs to organize BHEW's CHNA approach. The report takes into account the latest government and public statistics. Hospital data and feedback from the various focus groups and surveys.
Schedule H, Part V, Section B, Line 11 Facility A, 1Facility A, 1 - Bethesda Hospital East/West. BHEW CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT DURING FY2021 TO BETTER UNDERSTAND THE HEALTHCARE NEEDS OF THE COMMUNITY IT SERVES IN PALM BEACH COUNTY. DURING FY2021, THE PRIOITIES ADDRESSED WERE RELATED TO THE LATEST COMPLETED FY2018 CHNA, WHICH INCLUDED THE FOLLOWING PREVIOUSLY IDENTIFIED FIVE PRIORITY AREAS: * BEHAVIORAL HEALTH * ACCESS TO CARE * SOCIECONOMIC CHALLENGES * ELDER CARE AND GERIATRICS * CHRONIC DISEASE MANAGEMENT THE WRITTEN IMPLEMENTATION PLAN ADDRESSES EACH OF THESE FIVE PRIORITY AREASE, WITH STRATEGIES ORGANIZED AROUND EACH PRIORITY AREA. Behavioral Health * Twenty-six (26) Behavioral Health support groups were offered that hosted a total of 2,758 participants throughout the Baptist Health system. * Baptist Health is committed to improving the health and wellness of the community. The Community Health department offers free behavioral health education, focusing on such topics as stress management, mindfulness, meditation and various mental health issues. In accordance with the CDC's social distancing guidelines about limiting close face-to-face contact with others to reduce the spread of COVID-19, all Community Health education classes were offered on the virtual meeting platform, Zoom, throughout FY2021. These health programs and workshops are offered to the community-at-large and to smaller, restricted groups, in partnership with a community organization, or other media outlets, like Baptist Health Resource Blogs, Instagram Live programs, Continuing Medical Education seminars and articles for websites such as Healthline. In FY2021, the Community Health department offered 314 behavioral health-focused classes to the community-at-large. * Postpartum depression, a severe condition associated with a number of risk factors, affects women differently and at different points during the postpartum period. Baptist Hospital of Miami, South Miami Hospital, West Kendall Baptist Hospital, Homestead Hospital, Bethesda Hospital East, and Boca Raton Regional Hospital have standardized that all new mothers in their labor and delivery departments receive a postpartum depression screening prior to discharge. Patients who score high on the Edinburgh Postnatal Depression Scale are referred to the Social Work department for evaluation and the patient's primary obstetrician is notified for further evaluation. * The Baker Act is a Florida law that enables families and loved ones to provide emergency mental health services and temporary detention for people who are impaired because of their mental illness, and who are unable to determine their needs for treatment. In partnership with Fort Lauderdale Behavioral Health, 99 percent of the patients in need of Baker Act transfers from a Baptist Health Palm Beach County entity to a federally qualified receiving facility were placed within four hours of being admitted to the emergency department. Baptist Health's Palm Beach County entities were able to coordinate the referral of 436 Baker Act patients to behavioral health providers in the community, of which 435 were transferred within 4 hours. * Baptist Health has been able to establish behavioral health partnerships to help support our communities through community benefit support. In FY2021, Baptist Health contributed $528,000 to support our partners. These organizations provide psychiatric assessments, free outpatient counseling, bereavement support groups, inpatient substance use treatment and free/low-cost medications for Baptist Health's patients and our community's members. - Monroe County: 211 Miami-Dade and Monroe, Florida Keys Children's Shelter, and Island Dolphin Care - Miami-Dade County: 211 Miami-Dade and Monroe, Agape Network, Children's Bereavement Center, New Hope Corps, and Sofia's Hope. - Broward County: 211 Broward and Eagles Haven - Palm Beach County: Faulk Center for Counseling Although BHEW does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact BHEW community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * In FY2021, Baptist Health provided a total of 1,251 mental health visits on Care-On-Demand to the community, 70 of these services were provided to Palm Beach County residents. Although Bethesda Hospital East and West does not directly provide behavioral health support via tele-health, Baptist Health as a system provides support to directly impact the Bethesda Hospital East and West community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * Pastoral care services and Palliative Care for Baptist Health totaled $218,749 and $3.830 million, respectively. Although Bethesda Hospital East and West does not directly provide pastoral care services and palliative care, Baptist Health as a system provides support to directly impact Bethesda Hospital East and West and the other Baptist Health entities. * Baptist Health has implemented a depression-screening questionnaire in our primary care practices for all patients. Patients who screen positive will be further evaluated to inform treatment planning. Bethesda Hospital East and West has implemented the Columbia Suicide Severity Rating Scale (C-SSRS) in the hospital's emergency department. The C-SSRS is a measure used to identify and assess individuals at risk for suicide. Providers should use the scale as a measure of suicidal ideation, intent or plan, and past suicidal behavior. This scale is used to guide appropriate therapeutic intervention and to facilitate safety monitoring and planning. Baptist Health has implemented the C-SSRS at all of its entities across the system. Access to Care * Baptist Health contributed $2.186 million in cash to community clinics for the uninsured and $32,889 in foregone rent. Baptist Health provides funding to support operations for seven (7) community clinics: - Monroe County: Good Health Clinic - Miami-Dade County: Camillus House, Chapman Partnership, Good News Care Center, Open Door Health Center and South Miami Children's Clinic - Palm Beach County: Caridad Center Although BHEW does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact the BHEW community and the communities of Monroe, Miami-Dade, and Palm Beach counties. * FAP - BHEW provided $2.005 million in charity care, which was granted to 952 unique individuals through 1,319 total patient encounters. * A Medicaid shortfall of $19.559 million, resulting from 30,582 cases, was incurred at Bethesda Hospital East and West during FY2021. * Care On Demand (COD) is Baptist Health's telehealth platform and digital front door to access the system. Service is now available for multiple specialties to treat our patients' needs. The platform provided 9,226 virtual urgent care visits, of those visits 8,898 were free of charge. In addition to urgent care visits, Baptist Health offered specialty visits on the COD platform, including: 398 visits for Baptist Health Primary Care, 240 for Cancer Care (Miami Cancer Institute and Lynn Cancer Institute), 280 for Therapy Services, and 292 other COD specialty visits. Although BHEW does not directly provide telehealth support via COD, Baptist Health as a system provides support to directly impact the BHEW community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * In FY2021, Baptist Health committed $733,000 to support community organizations in their COVID-19 vaccine efforts. Through these contributions, Baptist Health supported the distribution of more than 9,000 first dose COVID-19 vaccines and nearly 4,000 second doses in over 200 community vaccination events throughout Monroe, Miami-Dade, Broward, and Palm Beach Counties. Additionally, Baptist Health supported various non-profit organizations in the efforts to increase vaccine confidence among South Florida residents, by way of COVID-19 vaccine information campaigns via radio spots, television ads, and grassroots marketing campaigns. Community partners included: Banyan Health Systems Bridge to Hope Caridad Center Cleveland Clinic Community Health of South Florida, Inc. Florida International University Health Foundation of South Florida Hispanic Unity of Florida Mexican American Council Sant La The College of the Florida Keys YMCA of South Florida YWCA South Florida Although BHEW did not provide funding to support COVID-19 vaccine community distribution and information campaigns directly, Baptist Health as a system provides support to directly impact the BHEW community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties.
Schedule H, Part V, Section B, Line 11 Facility A, 2Facility A, 2 - Bethesda Hospital East/West (Continued). Socioeconomic Challenges * Housing insecurities - Baptist Health contributed a partial home sponsorship of the Villas in Boynton Beach, FL 33435 to Habitat for Humanity South Palm Beach County, five houses in Miami-Dade County to Habitat for Humanity Greater Miami and contributed to the construction of a 4 Unit project at MM87.7 on Plantation Key and a 16 Unit project on Windley Key in Monroe County to Habitat of Humanity Upper Keys.The total net contribution by Baptist Health was $265,000.Although BHEW does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact the BHEW community and the communities of Monroe, Miami-Dade, and Palm Beach counties. Elder Care and Geriatrics * In partnership with the Alliance for Aging, the Serving Heath Insurance Needs of Elders (SHINE) program assisted community members with Medicaid and health insurance questions providing one-on-one counselling and information. In FY2021, 151 seniors in the BHEW service areas were assisted in health coverage navigation. * In order to increase awareness of the Area Agency on Aging as a resource to the senior population, BHEW offered two "Medicare Basics" virtual education programs to 19 participants in the community. * Baptist Health has been able to establish a partnership with 211 Palm Beach/Treasure Coast to support the senior community in Palm Beach County through the Elder Crisis Outreach program. In FY21, the Elder Crisis Outreach program was able to serve 513 seniors. Although BHEW does not directly provide cash contributions to this organizations, Baptist Health as a system provides support to directly impact the BHEW community and the communities of Palm Beach County. Chronic Disease Management * Fifteen chronic disease management support groups were offered throughout the Baptist Health system and hosted a total 1,248 participants. BHEW hosted a total of 259 participants in four chronic disease management support groups, including two groups focused on autoimmune diseases, and two focused on stroke. * Baptist Health is committed to improving the health and wellness of the community. The Community Health department offers free chronic disease management education, focusing on topics such as diabetes management, nutrition, heart health, and other chronic disease issues. In accordance with the CDC's social distancing guidelines about limiting close face-to-face contact with others to reduce the spread of COVID-19, all Community Health education classes were offered on the virtual meeting platform, Zoom, throughout FY2021. The Community Health department offered CDC fully-recognized Diabetes Prevention Program, Beat Diabetes: Take Control, free-of-charge to 20 community participants. Due to COVID-19 restrictions, the program cohort met from January - December 2021, virtually via Zoom. The lifestyle change program provides weekly and monthly sessions over the course of the 12-month program, with the ultimate goal of participants reducing their starting weight by 5-7% by the culmination of the program. The cohort lost an average of 5.23% of their starting weight. A second program was launched in August 2021 with a total of 14 participants. * The Community Health department offered free exercise classes, health screenings and health education programs to the community-at-large. Due to COVID-19, in-person programming was suspended on March 16, 2020 and all programming was offered via the Zoom platform. The Community Health department hosted 1,813 exercise classes for a total of 87,963 exercise encounters and 715 programs - many focused on healthy eating and nutrition - and 21,223 participants. Although BHEW does not directly provide community health exercise classes or health screenings, Baptist Health community health department provides support to directly impact the BHEW community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. ALL IDENTIFIED NEEDS ARE BEING ADDRESSED IN VARIOUS FORMS, EITHER DIRECTLY BY BAPTIST HEALTH OR IN COLLABORATION WITH EXTERNAL COMMUNITY-BASED ORGANIZATIONS.
Schedule H, Part V, Section B, Line 16 Facility A, 1Facility A, 1 - Bethesda Hospital East/West. ALL SELF PAY PATIENTS RECEIVE WITH THEIR STATEMENTS A PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY.
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Supplemental Information Detail SupplementalInformationDetail (27 entries)

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Schedule H, Part VI, Line 6 AFFILIATED HEALTH CARE SYSTEMTHE BAPTIST HEALTH SYSTEM PROVIDES A COMPREHENSIVE CONTINUUM OF SERVICES, EITHER THROUGH ITS OWN PROGRAMS OR IN COOPERATION WITH OTHER AFFILIATED HOSPITALS AND HEALTH CARE PROVIDERS. BAPTIST HEALTH'S CARE PROGRAMS AND SERVICES INCLUDE THE FOLLOWING: MIAMI CARDIAC & VASCULAR INSTITUTE: MIAMI CARDIAC & VASCULAR INSTITUTE ("MCVI") IS THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR FACILITY IN THE REGION. PATIENTS CAN EXPERIENCE CONSISTENT, EXCEPTIONAL, EVIDENCE-BASED CARE AT INSTITUTE LOCATIONS THROUGHOUT BAPTIST HEALTH. MCVI'S TEAM OF MULTILINGUAL, MULTIDISCIPLINARY SPECIALISTS HAVE PIONEERED THE DEVELOPMENT OF TECHNOLOGY USED TO TREAT ANEURYSMS, BLOCKAGES IN VEINS AND ARTERIES AND HOLES IN THE HEART. MCVI PARTICIPATES IN CLINICAL RESEARCH STUDIES AND OFFERS THE MOST MINIMALLY INVASIVE OPTIONS WHENEVER POSSIBLE. MCVI ALSO OFFERS PERSONALIZED EDUCATION AND REHABILITATION SERVICES TO HELP MANAGE EXISTING CONDITIONS AND TO PREVENT CARDIOVASCULAR DISEASE. MCVI ADHERES TO QUALITY STANDARDS ESTABLISHED BY THE AMERICAN COLLEGE OF CARDIOLOGY, SOCIETY OF INTERVENTIONAL RADIOLOGY, AMERICAN COLLEGE OF RADIOLOGY, SOCIETY FOR VASCULAR SURGERY AND SOCIETY OF THORACIC SURGERY. MCVI WAS ESTABLISHED IN 1987 UNDER THE LEADERSHIP OF BARRY T. KATZEN, M.D. DR. KATZEN IS THE RECIPIENT OF THE CARDIOVASCULAR AND RADIOLOGICAL SOCIETY OF EUROPE'S GOLD MEDAL AWARD FOR HIS GROUNDBREAKING WORK IN INTERVENTIONAL RADIOLOGY, INCLUDING THE USE OF STENTS FOR PROPPING OPEN MAJOR BLOOD VESSELS OUTSIDE THE HEART. DR. KATZEN HAS THE DISTINCTION OF BEING THE FIRST AMERICAN TO EARN THE CARDIOVASCULAR AND RADIOLOGICAL SOCIETY OF EUROPE'S TOP HONOR. MCVI HAS MORE THAN 100 PHYSICIANS WHO REPRESENT MORE THAN 15 SPECIALTIES AND HAVE MET STRINGENT REQUIREMENTS FOR ONGOING MEDICAL EDUCATION, TRAINING, AND RESEARCH. MCVI ALSO EMPLOYS MORE THAN 800 NURSES, TECHNOLOGISTS, AND OTHER ALLIED HEALTH PROFESSIONALS. EACH YEAR, MCVI HOSTS THE INTERNATIONAL SYMPOSIUM ON ENDOVASCULAR THERAPY, WITH MORE THAN 800 CARDIAC AND VASCULAR SPECIALISTS IN ATTENDANCE. MCVI IS MANAGED BY MIAMI CARDIAC & VASCULAR INSTITUTE MANAGEMENT COMPANY, LLC, A FLORIDA LIMITED LIABILITY CORPORATION. BAPTIST HEALTH SOUTH FLORIDA, INC. HAS A 50% INTEREST IN MIAMI CARDIAC & VASCULAR INSTITUTE MANAGEMENT COMPANY, LLC, WHICH WAS FORMED TO PROVIDE MANAGEMENT SERVICES TO MCVI IN ORDER TO IMPROVE CLINICAL PERFORMANCE AND ACHIEVE OPERATIONAL EFFICIENCY. MIAMI CANCER INSTITUTE'S CANCER SERVICES: MIAMI CANCER INSTITUTE OFFICIALLY OPENED ITS DOORS IN JANUARY 2017. THE $430 MILLION, 445,000-SQUARE-FOOT FACILITY IS PART OF BAPTIST HEALTH. MIAMI CANCER INSTITUTE HAS BECOME THE THIRD FULL MEMBER, AND THE ONLY MEMBER IN FLORIDA, OF THE MEMORIAL SLOAN KETTERING (MSK) CANCER ALLIANCE, AN INITIATIVE DESIGNED TO COLLABORATIVELY GUIDE COMMUNITY PROVIDERS TOWARD STATE-OF-THE-ART CANCER CARE. MIAMI CANCER INSTITUTE FEATURES A UNIQUE, HYBRID ACADEMIC-COMMUNITY CANCER CENTER MODEL BACKED BY 30 YEARS OF BAPTIST HEALTH'S EXPERTISE IN CANCER CARE. THE FACILITY, LOCATED ON THE BAPTIST HOSPITAL CAMPUS, CONSOLIDATES MANY OUTPATIENT CLINICAL SERVICES, CLINICAL RESEARCH, AND TECHNOLOGY PLATFORMS UNDER ONE ROOF. THE INSTITUTE IS HOME TO ONE OF THE MOST COMPREHENSIVE AND ADVANCED RADIATION ONCOLOGY PROGRAMS IN THE WORLD, INCLUDING SOUTH FLORIDA'S FIRST PROTON THERAPY CENTER, ONE OF UNDER TWO DOZEN PROTON THERAPY CENTERS IN THE NATION. THE PRECISION OF PROTON THERAPY ALLOWS DOCTORS TO TARGET CANCER CELLS WITHOUT DAMAGING HEALTHY TISSUE AND VITAL ORGANS. MIAMI CANCER INSTITUTE DRAWS A SIGNIFICANT NUMBER OF PATIENTS FROM OUTSIDE THE UNITED STATES, AS WELL ASLEADING MEDICAL AND BUSINESS PROFESSIONALS TO SOUTH FLORIDA FOR CONFERENCES, SYMPOSIA AND OTHER EVENTS. THE HILTON MIAMI-DADELAND - A 184-ROOM, FULL-SERVICE HOTEL AND CONFERENCE CENTER - OPENED IN 2019 AND HAS BEEN AN ESSENTIAL COMPONENT TO SERVING OUT-OF-TOWN PATIENTS AND GUESTS VISITING THE CANCER INSTITUTE, AS WELL AS THOSE WHO COME TO THE AREA FOR OTHER TYPES OF CARE. OUR CANCER SPECIALISTS AND OTHER HEALTH CARE PROFESSIONALS WORK WITH PATIENTS IN A VARIETY OF SETTINGS, INCLUDING AN INTENSIVE CARE UNIT AND SPECIALIZED CANCER SETTINGS FOR INPATIENT AND OUTPATIENT TREATMENTS. BAPTIST HOSPITAL OF MIAMI, BAPTIST CHILDREN'S HOSPITAL, AND SOUTH MIAMI HOSPITAL ARE ACCREDITED WITH COMMENDATION BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER. MIAMI ORTHOPEDICS & SPORTS MEDICINE INSTITUTE: MIAMI ORTHOPEDICS & SPORTS MEDICINE INSTITUTE ("MOSMI") IS COMPRISED OF BOARD-CERTIFIED, FELLOWSHIP-TRAINED ORTHOPEDIC PHYSICIANS WHO ARE RECOGNIZED LOCALLY, NATIONALLY, AND INTERNATIONALLY AS LEADERS IN ORTHOPEDICS AND THE CARE OF ATHLETES AND TREATMENT OF SPORTS INJURIES. MOSMI COMBINES ITS RESOURCES OF EXPERIENCED PHYSICIANS AND LEADING-EDGE TREATMENTS AND TECHNOLOGY TO PROVIDE ADVANCED ORTHOPEDIC, PEDIATRIC ORTHOPEDIC AND SPORTS MEDICINE CARE AT SIX BAPTIST HEALTH LOCATIONS - DOCTORS HOSPITAL, BAPTIST HOSPITAL OF MIAMI, BAPTIST CHILDREN'S HOSPITAL, SOUTH MIAMI HOSPITAL, WEST KENDALL BAPTIST HOSPITAL, AND BAPTIST HEALTH MEDICAL PLAZA IN DAVIE. THE INSTITUTE'S EXPERIENCED PHYSICIANS TREAT PROFESSIONAL AND OLYMPIC ATHLETES FROM AROUND THE COUNTRY, THE CARIBBEAN AND LATIN AMERICA, AS WELL AS RECREATIONAL ATHLETES AND NON-ATHLETES FROM SOUTH FLORIDA. MOSMI PROVIDES SPORTS MEDICINE SERVICES FOR THE MIAMI DOLPHINS, MIAMI HEAT, FLORIDA PANTHERS, FLORIDA INTERNATIONAL UNIVERSITY ATHLETICS, ORANGE BOWL, MIAMI-DADE COUNTY PUBLIC SCHOOLS ATHLETICS, MIAMI OPEN TENNIS AND MIAMI MARATHON AND HALF MARATHON.
Schedule H, Part V, Section B, Line 14 Bethesda Hospital East/WestUNINSURED INDIVIDUALS WITH LIMITED FINANCIAL RESOURCES WHO ARE UNABLE TO ACCESS ENTITLEMENT PROGRAMS ARE ELIGIBLE FOR FREE HEALTH CARE SERVICES BASED ON ESTABLISHED CRITERIA. SINCE PATIENTS QUALIFYING FOR CHARITY CARE RECEIVE A 100% DISCOUNT, BAPTIST HEALTH DOES NOT COMPUTE AMOUNTS GENERALLY BILLED TO INDIVIDUALS.
Schedule H, Part V, Section B, Line 22PATIENTS QUALIFYING UNDER THE FINANCIAL ASSISTANCE POLICY WITH FAMILY INCOME AT OR BELOW 200% FPG RECEIVE FREE CARE. NONE OF THE MEASURES INDICATED IN PART V, SECTION B, LINE 22 ARE APPLICABLE.
Schedule H, Part I, Line 6aBAPTIST HEALTH, THE HOSPITAL'S PARENT ORGANIZATION, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH INCLUDES THE CHARITY CARE AND COMMUNITY BENEFITS PROVIDED BY BETHESDA HOSPITAL, Inc. AND THE OTHER NOT-FOR-PROFIT AFFILIATES OF BHSF.
Schedule H, Part I, Line 7fBAD DEBT EXPENSE OF $24,649,201 IS INCLUDED IN FORM 990 PART IX LINE 25 COLUMN (A) BUT EXCLUDED FROM THE DENOMINATOR FOR PURPOSES OF CALCULATING THE PERCENTAGES ON LINE 7, COLUMN F.
Schedule H, Part V, Section BFACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: BETHESDA HOSPITAL EAST - FACILITY 2: BETHESDA HOSPITAL WEST
Schedule H, Part V, Section B, Line 20aNo extraordinary collection activities were permitted by Bethesda Hospital East and West; therefore, notice of such actions is not applicable and Bethesda Hospital was not required to make presumptive eligibility determinations.
Schedule H, Part V, Section B, Line 20dNo extraordinary collection activities were permitted by Bethesda Hospital East and West; therefore, notice of such actions is not applicable and Bethesda Hospital was not required to make presumptive eligibility determinations.
Schedule H, Part IAS PART OF BAPTIST HEALTH, THE LARGEST NOT-FOR-PROFIT HEALTHCARE CORPORATION IN THE REGION, BETHESDA HOSPITAL, INC. IS COMPRISED OF BETHESDA HOSPITAL EAST AND BETHESDA HOSPITAL WEST. WE SERVE A COMMUNITY WITH HEALTH NEEDS THAT SPAN ALL THE STAGES OF LIFE FROM PRENATAL CARE THROUGH PRIMARY CARE AND CONTINUING WITH CRITICAL CARE AND END-OF-LIFE NEEDS. WE ALSO HAVE A DIVERSE COMMUNITY THAT INCLUDES AN AGING POPULATION WITH CONCERNS ABOUT ACCESS TO HEALTHCARE SERVICES AND TRANSPORTATION TO THOSE SERVICES. WE ASSESS OUR COMMUNITY NEEDS THROUGH A VARIETY OF METHODS, INCLUDING ONE-ON-ONE INTERACTIONS WITH COMMUNITY INDIVIDUALS AND CIVIC LEADERS AND PATIENT INTERVIEWS FOLLOWING THEIR EXPERIENCES WITH HOSPITAL CARE AND SERVICES. WE CONTINUE TO DELIVER QUALITY HEALTH SERVICES IN A CARING MANNER, PROVIDING COMMUNITY BENEFITS THAT ARE TAILORED TO THEIR NEEDS. WE PROVIDE PRIMARY, ACUTE, EMERGENCY, SPECIALTY AND CRITICAL CARE TO OUR PATIENTS, AS WELL AS ASSISTANCE FOR OUR UNDER-INSURED COMMUNITY WITH A DEDICATED, HOSPITAL-BASED STAFF THAT HELPS PATIENTS QUALIFY FOR FINANCIAL ASSISTANCE. RECOGNIZING THE NEED FOR ACCESS TO CARE, BETHESDA Hospital, Inc. PROVIDES TRANSPORTATION SERVICES TO HELP PATIENTS ATTEND DOCTORS' APPOINTMENTS OR HAVE A TEST OR PROCEDURE PERFORMED AT THE HOSPITAL. TO ENSURE ACCESS TO CARE FOR OUR DEAF AND HEARING-IMPAIRED PATIENTS, WE ALSO PROVIDE A VIDEO INTERPRETER SERVICE. AS WE STRIVE TO MEET THE NEEDS OF THE COMMUNITY, BETHESDA Hospital, Inc. CONTINUES TO ADD PROGRAMS AND SERVICES THAT WILL PROVIDE COMMUNITY BENEFIT FOR ALL SEGMENTS OF OUR POPULATION WITH THE HIGHEST COMMITMENT TO QUALITY AND SAFETY THROUGH EVERY STAGE OF THEIR LIVES. AS PART OF OUR ORGANIZATION'S AFFILIATED HEALTHCARE SYSTEM, OUR WOMEN'S CENTER PROVIDES COMPREHENSIVE SERVICES TO WOMEN IN OUR COMMUNITY, INCLUDING MEDICALLY-NEEDY AND UNDER-INSURED PATIENTS. WE OFFER A WIDE RANGE OF SERVICES FROM DIAGNOSTIC TO THERAPEUTIC SERVICES FOR BREAST CARE AND BREAST CANCER TREATMENT, INCLUDING A BREAST NAVIGATOR WHO HELPS PATIENTS GAIN ACCESS TO FINANCIAL ASSISTANCE AND SOCIAL SERVICES. OUR PHYSICIAN PRACTICES DEPARTMENT EMPLOYS PHYSICIANS AND LEASES SPACES TO A BROAD RANGE OF PHYSICIANS WHO SERVE IN SPECIFIC GEOGRAPHIC AREAS OF OUR COMMUNITY, INCLUDING PRIMARY CARE, CARDIOLOGY AND OBSTETRICS AND GYNECOLOGY. IN ADDITION, BETHESDA HOSPITAL, INC. PROVIDES ON-THE-JOB TRAINING FOR STUDENTS FROM THE GOODWILL INDUSTRIES SCHOOL FOR MENTALLY CHALLENGED INDIVIDUALS. MANY OF THESE STUDENTS GO ON TO BECOME EMPLOYEES OF BETHESDA Hospital, Inc. IN DEPARTMENTS SUCH AS FOOD AND NUTRITION AND CENTRAL SUPPLY. THIS PROGRAM ENABLES THESE YOUNG PEOPLE TO BECOME PRODUCTIVE MEMBERS OF SOCIETY, THUS PROVIDING ENHANCED COMMUNITY BENEFIT. In March 2020, the outbreak of the COVID-19 pandemic began to impact BHSF's patients, communities, and business operations. The spread of COVID-19 and the ensuing response of federal, state and local authorities, beginning in March 2020, resulted in a significant reduction in the number of surgeries, physician office visits and emergency room volumes at BHSF facilities. This was due to measures meant to slow the spread of the virus, including quarantines and stay-at-home and shelter-in-place orders, as well as the community's general concerns related to the risk of contracting COVID-19. In fiscal year 2021, BHSF experienced surges in patients who tested positive for COVID-19 during the first and fourth quarters. Elective and non-emergent procedures that required overnight stays were evaluated daily based on the capacity of each BHSF facility and some circumstances resulted in postponements. Should the pandemic intensify in South Florida and the country, BHSF may experience supply chain disruptions, including delays and price increases in equipment, pharmaceuticals and medical supplies due to the pandemic. Staffing, equipment, and pharmaceutical and medical supplies shortages may impact our ability to admit and treat patients. BHSF has incurred, and may continue to incur, increased expenses arising from the COVID-19 pandemic, including additional supply chain and other expenditures. The federal government has taken several actions to provide financial assistance to healthcare providers during this pandemic. As of September 30, 2021, Bethesda Hospital, Inc. has received $45.4 million in relief distributions under the Coronavirus Aid, Relief, and Economic Security Act, as amended by the Paycheck Protection Program and Health Care Enhancement Act (collectively, the "CARES Act"). During FY2021, Baptist Health as a system received $136.4 million in relief distributions and recognized approximately $166.3 million of this funding as other operating revenue. In April 2020, BHSF, on behalf of its various affiliates, submitted Medicare Accelerated/Advance Payment Programs ("APP") applications and received approximately $297 million in advanced payments for future Medicare services recorded as contract liabilities. The Centers for Medicare & Medicaid Services ("CMS") will automatically begin recouping the Medicare Advances by offsetting against any Medicare claims submitted by BHSF twelve months from the date of initial receipt of the advance payments by BHSF. Recoupment of Medicare APP funds were approximately $78,589,000 for the year ended September 30, 2021 .
Schedule H, Part V, Section B, Line 16a URL FOR FINANCIAL ASSISTANCE POLICYTHE FAP has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/financial-assistance-application
Schedule H, Part V, Section B, Line 16b URL FOR FINANCIAL ASSISTANCE POLICY APPLICATIONTHE FAP application has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/financial-assistance-application
Schedule H, Part V, Section B, Line 16c URL FOR FAP SUMMARYA PLAIN LANGUAGE SUMMARY OF THE FAP has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/financial-assistance-application
Schedule H, Part I, Line 7AMOUNTS CALCULATED AND REPORTED IN THIS TABLE WERE DERIVED FROM THE MOST ACCURATE, AVAILABLE SOURCES. CHARITY CARE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS ARE DETERMINED USING THE COST ACCOUNTING SYSTEM WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE SYSTEM ALSO CAPTURES ALL PATIENT PAY TYPES - PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF PAY. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICAID OR ANY OTHER UNCOMPENSATED CARE PROGRAM. OTHER BENEFITS AT COST WERE COMPILED BY OUR FINANCE DEPARTMENT USING THE COST ACCOUNTING SYSTEM OR THE ACTUAL AMOUNTS PAID WHERE APPROPRIATE.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation24649201
Schedule H, Part II Community Building ActivitiesBETHESDA HOSPITAL, INC. AND ITS OTHER NOT-FOR-PROFIT HOSPITAL AFFILIATES PARTNER WITH OTHER NOT-FOR-PROFIT ORGANIZATIONS IN ITS PRIMARY SERVICE AREA TO PROVIDE NEEDED SERVICES TO THE COMMUNITY. THESE SERVICES INDIRECTLY IMPROVE POOR HEALTH BY ADDRESSING UNDERLYING BASIC NEED ISSUES OF FOOD, HOUSING, SAFETY, AND ECONOMIC DEVELOPMENT.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountBETHESDA HOSPITAL, INC. ESTIMATES THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BY RESERVING A PERCENTAGE OF ACCOUNTS RECEIVABLE BASED ON HISTORICAL AND EXPECTED COLLECTIONS, BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN REIMBURSEMENT, AND OTHER COLLECTION INDICATORS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, INCLUDING RECEIVABLES FROM GOVERNMENT AGENCIES, BETHESDA HOSPITAL, INC. ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR ALL PAYOR TYPES, WHEN BETHESDA HOSPITAL, INC. CAN NO LONGER REASONABLY ESTIMATE COLLECTABILITY OF AN ACCOUNT BASED ON THE AGING OF THE BALANCE DUE AND THE VOLATILITY AND UNPREDICTABLE NATURE OF THE AMOUNT, BETHESDA HOSPITAL, INC. RESERVES SUBSTANTIALLY ALL AMOUNTS DUE.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteTHE FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE REPORTED IN THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF BAPTIST HEALTH SOUTH FLORIDA, INC., WHICH INCLUDES BETHESDA HOSPITAL, INC. IS AS FOLLOWS: BHSF has elected the practical expedient allowed under FASB ASC 606-10-32-18 and does not adjust the promised amount of consideration from patients and third-party payors for the effects of a significant financing component due to BHSF's expectation that the period between the time the service is provided to a patient and the time that the patient or a third-party payor pays for that service will be one year or less. However, BHSF in certain instances enters into payment agreements with patients that allow payments in excess of one year. For those cases, the financing component is deemed not significant to the contract. Generally, patients who are covered by third-party payors are responsible for related deductibles and coinsurance, which vary in amount. BHSF also provides services to uninsured patients, and offers those uninsured patients a discount, either by policy or law, from standard charges. BHSF estimates the transaction price for patients with deductibles and coinsurance and from those who are uninsured based on historical experience and current market conditions. The initial estimate of the transaction price is determined by reducing the standard charge by any contractual adjustments, discounts, and implicit price concessions. Subsequent changes that are determined to be the result of an adverse change in the patient's ability to pay are recorded as bad debt expense. The combined effects from changes in estimates related to the valuation of prior period accounts receivables, primarily due to favorable payment experience from patients and third-party payors, was increase in income from operations of approximately $13,035,000 and $35,257,000 for the fiscal years ended September 30, 2021 and 2020, respectively. FOR SCHEDULE H PURPOSES, BAD DEBT AT COST WAS CALCULATED BY APPLYING THE COST TO CHARGE PERCENTAGE DERIVED BY THE COST ACCOUNTING SYSTEM AGAINST BAD DEBT EXPENSE REPORTED ON THE AUDITED FINANCIAL STATEMENTS.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsMEDICARE COSTS WERE DERIVED USING THE COST ACCOUNTING SYSTEM WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICARE. THE ORGANIZATION DOES NOT REPORT ANY AMOUNTS FROM PART III, LINE 7 AS COMMUNITY BENEFIT.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceIN ORDER TO PROMOTE THE HEALTH AND WELL-BEING OF THE COMMUNITY SERVED, UNINSURED PATIENTS WITH LIMITED FINANCIAL RESOURCES WHO ARE UNABLE TO ACCESS ENTITLEMENT PROGRAMS SHALL BE ELIGIBLE FOR FREE HEALTH CARE SERVICES BASED ON ESTABLISHED CRITERIA. BHSF HAS A WRITTEN DEBT COLLECTION POLICY. NO COLLECTION EFFORTS ARE PUT FORTH FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE.
Schedule H, Part V, Section B, Line 16a FAP websiteA - BETHESDA HOSPITAL EAST: Line 16a URL: SEE PART VI;
Schedule H, Part V, Section B, Line 16b FAP Application websiteA - BETHESDA HOSPITAL EAST: Line 16b URL: SEE PART VI;
Schedule H, Part V, Section B, Line 16c FAP plain language summary websiteA - BETHESDA HOSPITAL EAST: Line 16c URL: PART VI;
Schedule H, Part VI, Line 2 Needs assessmentBethesda Hospital, Inc. joined Baptist Health in October 2017. This merger created the largest health system in South Florida. The two organizations share similar values and a steadfast commitment to providing quality healthcare to our patients and a common goal of providing compassionate, patient-focused care to our community. AS A FAITH-BASED, NOT-FOR-PROFIT INSTITUTION, its MISSION FOCUSES ON PROVIDING HIGH-QUALITY, COMPASSIONATE CARE TO ALL PATIENTS, INCLUDING THE POOR AND UNINSURED. UNDERSTANDING THE ROLE OF WELLNESS AND PREVENTION IN MAXIMIZING THE OPPORTUNITIES TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITY, Bethesda Hospital, Inc. ALSO OFFERS A MULTITUDE OF FREE AND LOW-COST EDUCATIONAL PROGRAMS, EXERCISE CLASSES AND HEALTH SCREENINGS AT VARIOUS LOCATIONS. NEW WAYS ARE ALWAYS EXPLORED TO IMPROVE SERVICES AND EXPAND THE ABILITY TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY. A COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED TO FOCUS ON THE PARTICULAR CHARACTERISTICS OF PATIENTS AND THE COMMUNITY AND TO PRECISELY PINPOINT SPECIFIC NEEDS. THIS ASSESSMENT SERVES AS A COMPREHENSIVE TOOL TO INCREASE KNOWLEDGE ABOUT THE PEOPLE BEING SERVED AND ENHANCE THE ABILITY TO PROVIDE TOP-LEVEL HEALTHCARE TO THE ENTIRE COMMUNITY IN THE MOST EFFECTIVE MANNER. See Health Priorities in Part V, Section B, Line 5 and Line 11. The Community Health Needs Assessment and Implementation plan reports have been made widely available on the Baptist Health website. https://baptisthealth.net/about-baptist-health/fulfilling-our-mission/community-needs-assessment-and-implementation-plans IT INCLUDES A DESCRIPTION OF THE COMMUNITY SERVED, THE METHOD USED TO MAKE DETERMINATIONS, A LOOK AT THE INPUT THEY RECEIVED FROM COMMUNITY EXPERTS AND RESIDENTS/CONSUMERS AND, FINALLY, THE RESULTING LIST OF THE COMMUNITY'S MOST SIGNIFICANT PRIORITY HEALTHCARE NEEDS. THE REPORT ALSO INCLUDES A LIST OF EXISTING PROGRAMS AND SERVICES THAT HELP ADDRESS THE COMMUNITY'S PRIORITY HEALTHCARE NEEDS. THESE PROGRAMS ARE BEING USED AS A FOUNDATION ON WHICH TO EXPAND AND PINPOINT SERVICES BASED ON THE PRIORITIES identified IN THIS REPORT. THIS IMPORTANT EXERCISE HAS HELPED Bethesda Hospital, Inc. BETTER UNDERSTAND its STAKEHOLDERS - THE PEOPLE WHO DEPEND ON THE ORGANIZATION WHEN THEY ARE ILL OR INJURED, AS WELL AS THEIR FAMILIES, AND THE ENTIRE COMMUNITY, whose HEALTH THE HOSPITAL STRIVES TO IMPROVE THROUGH EDUCATIONAL AND PREVENTIVE MEASURES, INNOVATIVE PARTNERSHIPS, HIGH-QUALITY CARE AND BY BEING A GOOD CORPORATE CITIZEN. BETHESDA HOSPITAL, INC. IS COMMITTED TO USING THIS ENLIGHTENING REPORT AS A ROADMAP TO PLAN THE BEST STRATEGIES TO SPECIFICALLY AND EFFECTIVELY ADDRESS THE MOST PRESSING HEALTHCARE NEEDS OF THE ENTIRE COMMUNITY, WITH A SPECIAL FOCUS ON THE MOST VULNERABLE RESIDENTS.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistanceUNINSURED PATIENTS ARE INFORMED ABOUT BETHESDA HOSPITAL, INC.'S FINANCIAL ASSISTANCE UNIT AT SEVERAL KEY ACCESS POINTS OF THE HOSPITAL. THESE ACCESS POINTS ARE: THE EMERGENCY DEPARTMENT, AMBULATORY SURGERY, OUTPATIENT REGISTRATION, CENTRAL SCHEDULING AND THE ADMITTING DEPARTMENT. BETHESDA HOSPITAL, INC. HAS A FINANCIAL ASSISTANCE UNIT WITH A DEDICATED TEAM OF EMPLOYEES WHO HELP PATIENTS AND FAMILIES QUALIFY FOR VARIOUS GOVERNMENTAL ASSISTANCE PROGRAMS AND FINANCIAL ASSISTANCE. THE FINANCIAL ASSISTANCE UNIT IS COMPRISED OF KNOWLEDGEABLE STAFF FROM DIVERSE BACKGROUNDS AND CULTURES, REFLECTIVE OF THE COMMUNITY BETHESDA HOSPITAL, INC. SERVES. IN AN EFFORT TO ENSURE EFFECTIVE CUSTOMER SERVICE AND COMMUNICATION, THESE STAFF MEMBERS ARE FLUENT IN ENGLISH, SPANISH AND CREOLE.
Schedule H, Part VI, Line 4 Community informationAccording to the U.S. Census Bureau, the 2019 population estimate for the Bethesda Hospital, Inc. service area is 488,501. The Bethesda Hospital, Inc. designated service area consists of 14 ZIP codes in Palm Beach County. The service area population by race is 72 percent White, 21 percent Black or African American, 2 percent Asian, and 5 percent other. This area in Palm Beach County is 24 percent Hispanic or Latino. The median household income for the service area is $57,053, which is slightly lower than Palm Beach County's median household income of $57,256. Approximately 12.4 percent of individuals in the service area are below 200 percent of the poverty level. The service area population age distribution is made up of 25 percent of the population under 24 years old, 49 percent between 25-64 years old, and 26 percent 65 and older.
Schedule H, Part VI, Line 5 Promotion of community healthBETHESDA HOSPITAL, INC. HAS AN ACTIVE BOARD OF TRUSTEES WHO LIVE AND WORK IN OUR COMMUNITY, PROVIDING INDEPENDENT LEADERSHIP AND GOVERNANCE, UNDER THE OVERSIGHT OF BAPTIST HEALTH, WHICH ACQUIRED BETHESDA HOSPITAL, INC. IN OCTOBER 2017. Bethesda Hospital, Inc. has AN OPEN MEDICAL STAFF THAT ACCEPTS APPLICATIONS FROM ALL PHYSICIANS WHO MEET OUR MEDICAL STAFF BYLAWS GUIDELINES. ALL EXCESS FUNDS FROM OPERATIONS STAY AT THE HOSPITAL TO ENSURE THAT BETHESDA CAN PROVIDE THE MOST ADVANCED EQUIPMENT TO BENEFIT OUR PATIENTS; PROVIDE THE LATEST TRAINING FOR OUR MEDICAL STAFF AND EMPLOYEES; AND ENSURE THAT THE HOSPITAL CAN PROVIDE NEW HEALTHCARE SERVICES TO CONTINUALLY IMPROVE THE HEALTH OF OUR COMMUNITY. Bethesda Hospital East and West have a 481 licensed bed capacity, combined. Bethesda Hospital East and West ADMITTED APPROXIMATELY 17,045 INPATIENTS IN FY2021, 69,580 PATIENTS RECEIVED EMERGENCY TREATMENT, and 2,469 BABIES WERE DELIVERED IN FY2021.
Schedule H, Part VI, Line 6 Affiliated health care systemWOMEN'S HEALTH SERVICES: A WIDE RANGE OF SERVICES FOR THE SPECIAL HEALTH NEEDS OF WOMEN ARE OFFERED THROUGHOUT BAPTIST HEALTH. THESE RANGE FROM MATERNITY AND NEWBORN SERVICES TO DIAGNOSTIC TESTING, HEALTH EDUCATION, AND WELLNESS. BAPTIST HEALTH PROVIDES FAMILY-CENTERED MATERNITY CARE FOR THE MORE THAN 13,923 BABIES BORN AT OUR FACILITIES EACH YEAR. ON AVERAGE, OVER THE PAST THREE YEARS, MORE THAN ONE-THIRD OF ALL BABIES BORN IN MIAMI-DADE COUNTY WERE DELIVERED BHSF SYSTEM HOSPITAL. OVER 100 OBSTETRICS/GYNECOLOGY BOARD-CERTIFIED SPECIALISTS USE BAPTIST HEALTH FOR THEIR OBSTETRIC AND GYNECOLOGICAL PATIENTS. BAPTIST HEALTH FACILITIES OFFER A FULL SPECTRUM OF MATERNITY CARE OPTIONS, INCLUDING LABOR-DELIVERY-RECOVERY AND LABOR-DELIVERY-RECOVERY-POSTPARTUM ROOMS, AND THEY ARE EQUIPPED TO HANDLE HIGH-RISK MOTHERS AND BIRTHS, INCLUDING BABIES WHO ARE PREMATURE OR ILL. BAPTIST HOSPITAL OF MIAMI AND SOUTH MIAMI HOSPITAL EACH HAVE LEVEL II NEONATAL INTENSIVE CARE UNITS ("NICU") AND LEVEL III NICUS. NEONATOLOGISTS ARE ON DUTY 24 HOURS A DAY AT BOTH BAPTIST HOSPITAL OF MIAMI AND SOUTH MIAMI HOSPITAL. WOMEN'S DIAGNOSTIC TESTING SERVICES ARE AVAILABLE AT A NUMBER OF HOSPITAL AND OUTPATIENT LOCATIONS THROUGHOUT THE HEALTH SYSTEM. BAPTIST HEALTH PERFORMED MAMMOGRAPHIES, CORE BIOPSIES, BONE DENSITY EXAMS, AND ULTRASOUND STUDIES IN FY2021 AT MULTIPLE SITES ACROSS MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES. WITH A FOCUS ON WOMEN'S HEALTH EDUCATION AND WELLNESS ISSUES, THE WOMEN'S HEALTH RESOURCE CENTER, LOCATED ON THE BAPTIST HOSPITAL OF MIAMI CAMPUS, OFFERS INFORMATION, VIDEOS, INTERNET ACCESS, EDUCATIONAL CLASSES AND SUPPORT GROUPS. CLASSES AND SUPPORT GROUPS ARE OFFERED ON A VARIETY OF WOMEN'S HEALTH TOPICS FROM BREAST HEALTH TO MENOPAUSE AND FERTILITY. THE WOMEN'S HEALTH RESOURCE CENTER ALSO PROVIDES ASSISTANCE WITH PHYSICIAN REFERRALS. SURGICAL SERVICES: SURGICAL PROCEDURES PERFORMED IN BAPTIST HEALTH HOSPITALS RANGE FROM THE HIGHLY COMPLEX, SUCH AS OPEN HEART AND BRAIN SURGERY, TO THE MINIMALLY INVASIVE SUCH AS ARTHROSCOPIC KNEE SURGERY. APPROXIMATELY 104,713 OUTPATIENT SURGERIES WERE PERFORMED IN BAPTIST HEALTH IN FY2021. RECENT ADDITIONS TO BAPTIST HEALTH COMPREHENSIVE SURGICAL SERVICES AND ADVANCED SURGICAL TECHNIQUES HAVE RESULTED IN AN INCREASED ACCURACY AND PRECISION, IMPROVED PATIENT SAFETY, SMALLER INCISIONS AND QUICKER RECOVERIES. CLINICAL IMAGING SERVICES: BAPTIST HEALTH HAS THE LATEST DIAGNOSTIC IMAGING EQUIPMENT, SUCH AS MRI, SPIRAL CT, CT, PET AND COMBINATION PET/CT. ALSO PROVIDED ARE GENERAL NUCLEAR MEDICINE IMAGING, COMPLETE WOMEN'S IMAGING SERVICES (3-D MAMMOGRAPHY, ULTRASOUND, BONE DENSITY AND BREAST BIOPSY), COMPREHENSIVE CARDIOVASCULAR TESTING AND A URODYNAMICS LAB FOR URINARY INCONTINENCE. CLINICAL IMAGING SERVICES FOR EMERGENCY, INPATIENT AND OUTPATIENT CARE ARE PROVIDED AT ALL BAPTIST HEALTH HOSPITALS AND OUTPATIENT DIAGNOSTIC LOCATIONS THROUGHOUT MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES. INTERNATIONAL SERVICES: APPROXIMATELY 13,000 PATIENTS FROM 140 COUNTRIES HAVE CHOSEN BAPTIST HEALTH AS THEIR HEALTH-CARE PROVIDER. THE MULTILINGUAL REPRESENTATIVES IN BAPTIST HEALTH'S INTERNATIONAL PROGRAM ARE AVAILABLE 24 HOURS A DAY AND COORDINATE EVERY ASPECT OF PATIENT CARE. SEVERAL MEDICAL ARTS BUILDINGS ARE OPEN IN THE SERVICE AREA THAT PROVIDE IMPROVED ACCESS TO BAPTIST HEALTH'S MULTI-DISCIPLINARY CARE. THESE FACILITIES WILL PROVIDE A MULTITUDE OF SERVICES RANGING FROM PHYSICIAN OFFICES, PHYSICAL THERAPY, ENDOSCOPIES, DIAGNOSTIC IMAGING, AND URGENT CARE. SATELLITE SERVICES PROVIDED BY BAPTIST HEALTH'S CENTERS OF EXCELLENCE WILL ALSO BE INCLUDED. A 65,000-SQUARE-FOOT FACILITY OPENED IN MIAMI BEACH IN 2018 AND A LARGER FACILITY OF APPROXIMATELY 100,000 SQUARE FEET IS CURRENTLY BEING PLANNED FOR CENTRAL BROWARD COUNTY. CENTER OF EXCELLENCE IN NURSING: INITIALLY DEVELOPED AT BAPTIST HOSPITAL OF MIAMI IN 1988 BY NURSES WHO WANTED TO ENCOURAGE AND RECOGNIZE INNOVATIVE PATIENT CARE, THE PROGRAM TODAY HAS EXPANDED TO BECOME THE BAPTIST HEALTH CENTER OF EXCELLENCE IN NURSING, COVERING ALL BAPTIST HEALTH HOSPITALS AND FACILITIES. SLEEP DISORDERS: PEOPLE WITH SLEEP DISORDERS CAN UNDERGO DIAGNOSTIC TESTING AT THE SLEEP DIAGNOSTIC CENTERS AT BAPTIST HOSPITAL OF MIAMI, SOUTH MIAMI HOSPITAL, HOMESTEAD HOSPITAL, AND MARINERS HOSPITAL. BAPTIST HEALTH'S FREE-STANDING OUTPATIENT SLEEP CENTERS INCLUDE BAPTIST SLEEP CENTER OF SOUTH FLORIDA, 7400 SW 87 AVENUE, MIAMI; BAPTIST SLEEP CENTER AT SUNSET, 6141 SUNSET DRIVE, SOUTH MIAMI; AND BAPTIST SLEEP CENTER AT PEMBROKE PINES, 7261 SHERIDAN STREET, HOLLYWOOD. SPECIALISTS IN NEUROLOGY, PULMONARY MEDICINE, PSYCHIATRY, UROLOGY, AND POLYSOMNOGRAPHY (SLEEP STUDIES) WORK TOGETHER TO DIAGNOSE AND TREAT SLEEP DISORDERS SUCH AS SLEEP APNEA, INSOMNIA, PERIODIC LEG MOVEMENT SYNDROME, AND NARCOLEPSY. BAPTIST OUTPATIENT SERVICES: BAPTIST OUTPATIENT SERVICES OPERATES TWENTY-ONE DIAGNOSTIC IMAGING CENTERS WHICH PROVIDE OUTPATIENT CLINICAL AND IMAGING AND DIAGNOSTIC TESTING SERVICES THROUGHOUT MIAMI-DADE AND BROWARD COUNTIES. DURING FY2021, MORE THAN 455,598 PATIENTS WERE TREATED FOR MINOR INJURIES AND ILLNESS AT URGENT CARE CENTERS LOCATED THROUGHOUT MIAMI-DADE, BROWARD, AND PALM BEACH COUNTIES. IN ADDITION TO URGENT CARE AND DIAGNOSTIC IMAGING SERVICES, SELECT BAPTIST HEALTH MEDICAL PLAZAS PROVIDE COMMUNITY PROGRAMS, HEALTH INFORMATION, AND SUPPORT GROUPS. CONTINUING MEDICAL EDUCATION: BAPTIST HEALTH CONTINUING MEDICAL EDUCATION ("CME") PROGRAM SYMPOSIUMS TARGETED REGIONAL, NATIONAL, AND INTERNATIONAL AUDIENCES. MORE THAN 109,606 HEALTHCARE PROFESSIONALS ATTENDED MORE THAN 732 COURSES AND EARNED ALMOST 174,919 CME CREDITS . BAPTIST HEALTH IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) TO PROVIDE CONTINUING MEDICAL EDUCATION FOR PHYSICIANS AND WAS AWARDED COMMENDATION BY THE ACME FOR THE THIRD TIME IN 2015 AS A PROVIDER OF CME FOR PHYSICIANS. THIS EXEMPLARY STATUS, ACHIEVED BY ONLY 40% OF ACCREDITED ORGANIZATIONS, REQUIRES THE CONTINUING MEDICAL EDUCATION PROVIDER TO DEMONSTRATE COMPLIANCE WITH 100% OF THE ACCREDITATION CRITERIA POSITIONING BAPTIST HEALTH'S CONTINUING MEDICAL EDUCATION PROGRAM AS A STRATEGIC PARTNER IN INSTITUTIONAL AND NATIONAL INITIATIVES TO IMPROVE HEALTHCARE QUALITY, PATIENT SAFETY AND TREATMENT OUTCOMES. HEALTH AND WELLNESS: EVERY YEAR THOUSANDS OF RESIDENTS FROM MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES, AS WELL AS BAPTIST HEALTH EMPLOYEES ATTEND HEALTH-RELATED PROGRAMS SPONSORED BY BAPTIST HEALTH, THROUGHOUT ITS MULTIPLE LOCATIONS. TOPICS FOCUS ON HEALTHY LIFESTYLES, DISEASE PREVENTION, COPING WITH CHRONIC ILLNESS, STRESS MANAGEMENT, DIABETES, CHILDBIRTH AND INFANT CARE, SMOKING CESSATION, DIET, EXERCISE, CANCER AND MORE. IN FY2021 , 22,241 ATTENDEES VISITED COMMUNITY HEALTH PROGRAMS, 2,758 ATTENDEES VISITED COMMUNITY SUPPORT GROUPS, AND 95,160 INDIVIDUALS PARTICIPATED IN COMMUNITY EXERCISE ACTIVITIES. In accordance with the CDC's social distancing guidelines regarding close face-to-face contact with others due to the spread of COVID-19, all Community Health activities were offered to the extent possible on the virtual meeting platform, Zoom, during FY2021. COMMUNITY OUTREACH: IN ADDITION TO THE SERVICES DESCRIBED ABOVE, BAPTIST HEALTH PROVIDES FINANCIAL AND OTHER SUPPORT TO HELP UNDERWRITE THE OPERATING EXPENSES OF SEVEN COMMUNITY CLINICS: * Miami-Dade County: Camillus House, Chapman Partnership, Good News Care Center, Open Door Health Center and South Miami Children's Clinic * Monroe County: Good Health Clinic * Palm Beach County: Caridad Center CLINIC PATIENTS REQUIRING HOSPITALIZATION OR OUTPATIENT SERVICES NOT AVAILABLE AT THE CLINICS ARE OFTEN TREATED AT BAPTIST HEALTH FACILITIES UNDER THE HEALTH SYSTEM'S CHARITY PROGRAM.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Ela Lena
Former VP of Operations$76,869$0$154,383$0$223,927$0$33,263$0$13,447$0$501,890$0$105,441$0
Roger L Kirk
Former President$0$15,726$0$0$0$896,408$0$1,994$0$0$0$914,128$0$0
Nelson Lazo
CEO$0$531,147$0$395,744$0$17,981$0$116,688$0$27,039$0$1,088,599$0$86,694
Joanne Aquilina
VP of Finance$0$307,559$0$183,663$0$7,148$0$72,925$0$36,844$0$608,138$0$0
Daniel Goldman MD
CMO$308,667$0$223,041$0$5,010$0$5,500$0$10,395$0$552,613$0$80,074$0
Ana Machado Rosacker
VP Administration$151,877$0$48,734$0$5,807$0$4,214$0$17,785$0$228,417$0$0$0
Joshua Bailin MD
Medical Director Quality$205,666$0$32,550$0$210$0$4,855$0$17,568$0$260,849$0$0$0
Alex Charlot
RN III - Specialist$164,344$0$13,754$0$6,940$0$3,692$0$1,332$0$190,062$0$0$0
Sharlene Lau
Director Pharmacy$148,443$0$24,203$0$330$0$3,660$0$30,367$0$207,003$0$0$0
Edward Hernandez
RN II - Specialist$155,361$0$12,250$0$2,803$0$3,565$0$29,643$0$203,622$0$0$0
Jane M Tetrault-Kiah
AVP Cardiovascular$130,006$0$31,707$0$4,345$0$3,354$0$10,700$0$180,112$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsDuring 2020, Roger Kirk received tax gross up payment of $81,912. Such amounts were treated as taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationTHE CEO OF BETHESDA HOSPITAL, INC. IS COMPENSATED BY BAPTIST HEALTH SOUTH FLORIDA (BHSF), A RELATED ORGANIZATION. THE DETERMINATION OF THE COMPENSATION OF THE CEO FOLLOWS THE SAME PROCESS DELINEATED HEREIN. THE BYLAWS OF BETHESDA HOSPITAL, INC. DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO BHSF. BHSF'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITS AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY-RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. THE COMPENSATION COMMITTEE DECISIONS ARE BASED ON THE FOLLOWING: 1. TOTAL COMPENSATION PACKAGE: RECRUITMENT AND RETENTION OF CAPABLE, PRODUCTIVE EXECUTIVES IS ACCOMPLISHED THROUGH DESIGN OF A TOTAL COMPENSATION PACKAGE THAT INCLUDES A BASE SALARY, AT-RISK INCENTIVE PAY, AND BENEFITS. IT IS THE OBJECTIVE OF BAPTIST HEALTH TO ENSURE A CONSISTENT COMPENSATION PHILOSOPHY ACROSS ALL EMPLOYEE AND LEADERSHIP LEVELS THAT REWARDS OUTSTANDING PERFORMANCE USING A CASH PLUS EMPLOYEE BENEFITS PACKAGE TARGETING THE 75TH PERCENTILE. BASE SALARIES OF FULLY PRODUCTIVE EXECUTIVES ARE INDEXED TO THE MEDIAN (50TH PERCENTILE) SALARY PAID BY SIMILAR HEALTHCARE ORGANIZATIONS. INCENTIVE PAY FOR SUPERIOR ACHIEVEMENT PROVIDES THE OPPORTUNITY FOR TOTAL CASH COMPENSATION AT THE 75TH PERCENTILE OF THE EXECUTIVE'S PEER GROUP IF THE EXECUTIVE EXCEEDS HIS/HER PERFORMANCE METRICS. 2. PERFORMANCE-BASED SALARY INCREASES: ONE OF THE KEY ELEMENTS OF BAPTIST HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY IS "PAY FOR PERFORMANCE." SALARY INCREASES ARE BASED UPON THE DEGREE TO WHICH EACH EXECUTIVE ACHIEVES HIS/HER INDIVIDUAL PERFORMANCE OBJECTIVES FOR THE YEAR, WHICH ARE TIED TO CORPORATE OBJECTIVES. GENERALLY THESE OBJECTIVES RELATE TO CLINICAL QUALITY; PATIENT, PHYSICIAN AND COMMUNITY SATISFACTION; CHARITY CARE AND MISSION GOALS; FINANCIAL PERFORMANCE AND EXPENSE MANAGEMENT. INDIVIDUAL AND GROUP PERFORMANCE AGAINST THESE OBJECTIVES IS REVIEWED BY THE COMPENSATION COMMITTEE AND BOARD OF TRUSTEES ANNUALLY AFTER THE CLOSE OF THE FISCAL YEAR. 3. MARKET-BASED SALARY INCREASES: THE BOARD'S COMPENSATION COMMITTEE REVIEWS THE MARKET VALUE OF EXECUTIVE POSITIONS ANNUALLY TO ASSURE THAT BAPTIST HEALTH'S PAY LEVELS ARE COMPETITIVE. THE INDEPENDENT CONSULTANT, SELECTED BY THE COMPENSATION COMMITTEE, OBTAINS EXECUTIVE SALARY INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT HEALTHCARE INSTITUTIONS OF COMPARABLE SIZE WITHIN FLORIDA AND THE UNITED STATES. BAPTIST HEALTH'S PEER GROUP IS COMPRISED OF OTHER COMPLEX NOT-FOR-PROFIT HOSPITAL SYSTEMS OF SIMILAR SIZE. THE PEER GROUP DOES NOT INCLUDE FOR-PROFIT HOSPITALS, WHOSE COMPENSATION PRACTICES ARE FAR MORE GENEROUS (AND INCLUDE SUCH THINGS AS STOCK OPTIONS AND EQUITY/OWNERSHIP INTERESTS). 4. NO GUARANTEED SALARY INCREASES: THERE IS NO GUARANTEE OF ANNUAL EXECUTIVE SALARY INCREASES. SALARY INCREASES DEPEND UPON THE ORGANIZATION'S ABILITY TO PAY, THE EXECUTIVE'S SALARY IN RELATION TO THE MARKET, THE EXECUTIVE'S PERFORMANCE LEVEL, AND INTERNAL PAY RELATIONSHIPS TO PEERS. 5. AT-RISK INCENTIVE PAY: KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS" AND CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS. 6. PERQUISITES: BAPTIST HEALTH EXECUTIVES ARE PROVIDED WITH A COMMON SET OF PERQUISITES THAT ARE TYPICAL OF OTHER RESPONSIBLE NOT-FOR-PROFIT ORGANIZATIONS TO ENABLE THEM TO MORE EFFECTIVELY CONDUCT THEIR BUSINESS. THESE BENEFITS ARE DEEMED BY THE COMPENSATION COMMITTEE TO BE APPROPRIATE AND CONSERVATIVE. PERQUISITES ARE GENERALLY LIMITED TO AUTO AND CELL PHONE ALLOWANCES WHICH ARE FULLY TAXABLE TO THE EXECUTIVE. OTHER PERQUISITES PROVIDED TO EXECUTIVES, SUCH AS PAID TIME OFF OR REIMBURSEMENT FOR RELEVANT EDUCATIONAL EXPENSES, ARE OFFERED TO ALL EMPLOYEES IN ACCORDANCE WITH ENTERPRISE-WIDE POLICIES AND PROCEDURES. BUSINESS TRAVEL FOR EXECUTIVES ON COMMERCIAL AIRLINES IS LIMITED TO COACH FARES (AN UPGRADE TO THE NEXT AVAILABLE CLASS OF SERVICE, E.G., BUSINESS CLASS, MAY BE PERMITTED WHEN THE FLIGHT DURATION IS IN EXCESS OF FIVE HOURS OR AN OVERNIGHT ACCOMMODATION CAN BE AVOIDED). CHARTERED PLANE TRAVEL, SPOUSAL TRAVEL, LUXURY RESIDENCES FOR PERSONAL USE, HEALTH, AND PERSONAL SERVICES (SUCH AS MAID, CHAUFFEUR, CHEF, LANDSCAPER) ARE NOT PROVIDED (OR REIMBURSED) TO BAPTIST HEALTH EXECUTIVES.
Schedule J, Part I, Line 4a Severance or change-of-control paymentDuring 2020, Ela Lena and Roger Kirk received severance payments of $154,000 and $568,356, respectively. Such amounts were treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planAS PART OF THE BAPTIST HEALTH SOUTH FLORIDA EXECUTIVE BENEFIT PLAN, EXECUTIVES ARE ELIGIBLE TO ALLOCATE A PORTION OF THEIR FLEXIBLE SPENDING ALLOWANCE TO A SUPPLEMENTAL SURVIVOR ACCUMULATION BENEFIT (SSAB) ACCOUNT. THE SSAB IS A LIFE INSURANCE PRODUCT THAT PROVIDES A DEFERRED RETIREMENT BENEFIT FOR THE EXECUTIVE OR A DEATH BENEFIT FOR THE EXECUTIVE'S SURVIVORS. CONTRIBUTIONS TO THE SSAB MAY BE MADE ANNUALLY TO THE PARTICIPANT'S ACCOUNT. ALL CONTRIBUTIONS ACCUMULATE, ALONG WITH INVESTMENT EARNINGS, FOR THE PERIOD THE EXECUTIVE PARTICIPATES. THE EXECUTIVE DOES NOT HAVE ACCESS TO THE CONTRIBUTIONS MADE OR THE RELATED INVESTMENT INCOME, ALL OF WHICH IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. PURSUANT TO THE SSAB PLAN GUIDELINES, THIS BENEFIT IS TERMINATED UPON AN EXECUTIVE REACHING AGE 65. HOWEVER, PAYMENT CAN BE DEFERRED TO A DATE AT LEAST TWO YEARS AFTER REACHING AGE 65 BUT NO LATER THAN 68. AT THAT TIME THE ENTIRE AMOUNT ACCUMULATED IS PAID OUT IN A LUMP SUM.
Schedule J, Part I, Line 7 Non-fixed paymentsKEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS" AND CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS.
Schedule J, Part II, Column (B)(ii) Executive CompensationALL EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT, UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES WHO HAVE CERTIFIED THAT THEY HAVE NO CONFLICT OF INTEREST WITH THE ORGANIZATION. REPORTABLE COMPENSATION INCLUDES BASE SALARY AS WELL AS PAYMENTS UNDER A FORMAL INCENTIVE PLAN, WHICH REWARDS SUCCESSFUL ACHIEVEMENT OF QUALITY, MISSION, CHARITY CARE, AND FINANCIAL CORPORATE OBJECTIVES.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHRISTOPHER D HOHNER
FAMILY MEMBER OF STORMET C. NOREM, BOARD MEMBER$36,711SALARY AND BENEFITSfalse
ROBERT I TSOPELAS
FAMILY MEMBER OF STORMET C. NOREM, BOARD MEMBER$62,543SALARY AND BENEFITSfalse

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS(A) NAME OF PERSON: CHRISTOPHER D. HOHNER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF STORMET C. NOREM, BOARD MEMBER (C) AMOUNT OF TRANSACTION $ 36,711 (D) DESCRIPTION OF TRANSACTION: SALARY AND BENEFITS (E) SHARING OF ORGANIZATION REVENUES? = NO
Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS(A) NAME OF PERSON: ROBERT I. TSOPELAS (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF STORMET C. NOREM, BOARD MEMBER (C) AMOUNT OF TRANSACTION $ 62,543 (D) DESCRIPTION OF TRANSACTION: SALARY AND BENEFITS (E) SHARING OF ORGANIZATION REVENUES? = NO

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1 MIssionAS PART OF THE BAPTIST HEALTH NETWORK, THE MISSION OF BETHESDA HOSPITAL, INC. IS TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO PROMOTE THE SANCTITY AND PRESERVATION OF LIFE, IN THE COMMUNITIES WE SERVE. BAPTIST HEALTH IS A FAITH-BASED ORGANIZATION GUIDED BY THE SPIRIT OF JESUS CHRIST AND THE JUDEO-CHRISTIAN ETHIC. WE ARE COMMITTED TO MAINTAINING THE HIGHEST STANDARDS OF CLINICAL AND SERVICE EXCELLENCE, ROOTED IN THE UTMOST INTEGRITY AND MORAL PRACTICE. CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, REGARDLESS OF RELIGION, CREED, RACE OR NATIONAL ORIGIN, INCLUDING, AS PERMITTED BY ITS RESOURCES, CHARITY CARE TO THOSE IN NEED.
Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTSBETHESDA HOSPITAL is a part of Baptist Health, an integrated health care delivery system. Bethesda Hospital IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, INCLUDING, AS PERMITTED BY OUR RESOURCES, CHARITY CARE TO THOSE IN NEED. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2021, BAPTIST HEALTH PROVIDED PATIENT SERVICES TO THE SOUTH FLORIDA AREA WITH 99,464 ADULT ADMISSIONS, 572,443 PATIENT DAYS, AND 441,082 EMERGENCY ROOM VISITS. BETHESDA HOSPITAL ITSELF HAD 17,045 ADULT ADMISSIONS, 96,631 PATIENT DAYS, AND 69,580 EMERGENCY ROOM VISITS IN FY2021. DURING THAT SAME TIME PERIOD, BAPTIST HEATH URGENT CARE VISITS TOTALED 455,598, OUTPATIENT SURGERY CASES TOTALED 106,991, AND TOTAL OUTPATIENT VISITS WERE 1,954,194 SYSTEM-WIDE. BETHESDA HOSPITAL HAD 9,648 URGENT CARE VISITS, 5,183 OUTPATIENT SURGERY CASES, AND 124,702 OUTPATIENT VISITS IN FY2021. AS OF SEPTEMBER 30, 2021, THE SYSTEM HAD 2,793 LICENSED INPATIENT BEDS COMPRISED OF 2,608 ACUTE CARE BEDS. IN TOTAL, BAPTIST HEALTH PROVIDED MORE THAN $403,000,000 IN COMMUNITY BENEFIT DURING FY2021. WE PROVIDED CHARITY CARE VALUED AT $102,486,347 AS WELL AS $210,913,175 IN UNCOMPENSATED SERVICES. THE ESTIMATED COST OF PROVIDING CHARITY SERVICES AND UNCOMPENSATED SERVICES IS BASED ON RECENT HISTORICAL COST-TO-CHARGE RATIOS FOR CHARITY PATIENTS AND MEDICAID PATIENTS FROM BAPTIST HEALTH'S COST ACCOUNTING SYSTEM, APPLIED TO THE CURRENT PERIOD GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY AND MEDICAID PATIENTS. BAPTIST HEALTH ALSO CONTRIBUTED $42,737,290 TO THE INDIGENT CARE FUND AND EXPENDED $6,306,604 FOR EDUCATIONAL PROGRAMS, SCREENINGS, CORPORATE SPONSORSHIPS AND DONATIONS. FREE COMMUNITY HEALTH AND WELLNESS PROGRAMS COVERED TOPICS RANGING FROM INSOMNIA AND FOOD SAFETY TO DIABETES AND WEIGHT CONTROL. IN ADDITION, BAPTIST HEALTH PROVIDED FREE SCREENINGS FOR CHOLESTEROL, BLOOD PRESSURE, BODY COMPOSITION AND OSTEOPOROSIS. BAPTIST HEALTH ALSO HELPED THOSE IN NEED OF PRIMARY CARE SERVICES BY DONATING APPROXIMATELY $2,136,000 TO NEIGHBORHOOD NOT-FOR-PROFIT CLINICS, including: THE GOOD NEWS CARE CENTER IN FLORIDA CITY, OPEN DOOR HEALTH CENTER IN HOMESTEAD, THE GOOD HEALTH CLINIC IN TAVERNIER, THE CARIDAD CENTER IN BOYNTON BEACH, THE SOUTH MIAMI CHILDREN'S CLINIC IN SOUTH MIAMI, AND CARING FOR Miami Mobile Dental Clinical. BAPTIST HEALTH SPENT $28,663,102 PAYING PHYSICIANS WHO PROVIDE CARE TO OUR COMMUNITY MEMBERS IN NEED. ADDITIONALLY, WE PROVIDED $6,306,604 IN CONTINUING MEDICAL EDUCATION, $4,048,753 IN PALLIATIVE CARE AND CHAPLAINCY CARE, AND $733,067 IN COVID VACCINATION EFFORTS DURING FY2021. BAPTIST HEALTH FULFILLS ITS MISSION TO PROVIDE COMPASSIONATE CARE NOT ONLY BY PROVIDING ASSISTANCE TO THOSE IN FINANCIAL NEED, BUT ALSO BY SUPPORTING SERVICES THAT INCUR OPERATING LOSSES THAT ARE ESSENTIAL TO THE COMMUNITY. IN ADDITION TO THE HEALTH-RELATED BENEFITS LISTED ABOVE, BAPTIST HEALTH ALSO HAS A SIGNIFICANT AND POSITIVE FINANCIAL IMPACT ON OUR COMMUNITY. AS OF FY2021, BAPTIST HEALTH EMPLOYED MORE THAN 23,000 INDIVIDUALS. AS SOUTH FLORIDA'S LARGEST PRIVATE EMPLOYER, BAPTIST HEALTH IS TAKING A LEADERSHIP ROLE BY COMMITTING TO THE ENVIRONMENTALLY RESPONSIBLE, ENERGY-EFFICIENT DESIGN AND FUNCTION OF OUR FACILITIES. THIS COMMITMENT APPLIES TO OUR DAY-TO-DAY OPERATIONS, AS WELL, FROM THE SUPPLIES WE PURCHASE TO THE VEHICLES WE USE. IN ACCORDANCE WITH OUR FAITH-BASED MISSION, BAPTIST HEALTH IS COMMITTED TO MAKING A SIGNIFICANT, POSITIVE IMPACT ON THE COMMUNITY IT SERVES.
Form 990, Part IV, Line 24a BOND LIABILITIESALL TAX-EXEMPT BOND LIABILITIES ARE REPORTED AT THE PARENT LEVEL, ON SCHEDULE K OF BAPTIST HEALTH SOUTH FLORIDA, INC.'S 2020 FORM 990.
Form 990, Part V, Line 1a INFORMATIONAL RETURNSBAPTIST HEALTH HAS A SYSTEM-WIDE TREASURY POLICY, WHICH RECOGNIZES ITS RESPONSIBILITY TO OVERSEE, MANAGE, AND COORDINATE ALL AFFILIATE OPERATIONS, INCLUDING THE TREASURY FUNCTIONS. BAPTIST HEALTH SOUTH FLORIDA, INC. ("BHSF") SERVES AS THE CENTRALIZED CASH RECEIPT AND DISBURSING AGENT FOR ALL BHSF ENTITIES. AS SUCH ONLY BHSF ISSUES US INFORMATIONAL RETURNS.
Form 990, Part V, Line 2a NUMBER OF EMPLOYEES REPORTED ON FORM W-3BHSF IS THE APPOINTED PAY AGENT FOR ALL OF ITS AFFILIATES. AS SUCH ONLY BHSF ISSUES FORM W-3.
Form 990, Part VI, Line 15 DETERMINATION OF COMPENSATIONTHE SOUTH FLORIDA MARKET FOR HIGHLY COMPETENT HEALTHCARE EXECUTIVES REFLECTS A VERY COMPETITIVE ENVIRONMENT FOR QUALIFIED EXECUTIVES. IT IS COMPRISED OF LARGE, NATIONAL, FOR PROFIT CHAINS AND NOT-FOR-PROFIT HOSPITAL SYSTEMS AND STAND-ALONE HOSPITALS. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, Inc. SEEKS EXECUTIVES OF VISION AND LEADERSHIP TO CARRY OUT THE ORGANIZATION'S FAITH-BASED MISSION OF QUALITY CARE AND COMMUNITY SERVICE. THE BOARD EXPECTS THESE EXECUTIVES TO PROVIDE LEADERSHIP THAT WILL PLACE BAPTIST HEALTH AMONG THE BEST HEALTHCARE SYSTEMS IN THE NATION FOR QUALITY AND EXCELLENCE. THE BOARD EXPECTS EXECUTIVES TO DEMONSTRATE INTEGRITY AND LOYALTY IN THE PERFORMANCE OF THEIR DUTIES AND TO ADHERE TO BAPTIST HEALTH'S CONFLICT OF INTEREST POLICY, EXECUTIVE CODE OF CONDUCT AND ALL COMPLIANCE/ETHICS POLICIES. EXECUTIVE COMPENSATION IS CONSIDERED THE FOUNDATION TO ATTRACT AND RETAIN EXECUTIVES WITH THE TALENT, EXPERIENCE AND CHARACTER TO MEET THESE EXPECTATIONS. THE CEO OF BETHESDA HOSPITAL, INC. IS COMPENSATED BY Baptist Health South Florida, Inc. THE DETERMINATION OF THE COMPENSATION OF THE CEO FOLLOWS THE SAME PROCESS DELINEATED HEREIN. THE BYLAWS OF BETHESDA Hospital, INC. DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO BHSF. BHSF'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR all of the entity's EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITS, AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. For further detail regarding the compensation structure, please refer to Schedule J, Part I, Line 3.
Form 990, Part VI, Line 4 Significant changes to organizational documentsTHE ARTICLES OF INCORPORATION OF BETHESDA HOSPITAL, INC WERE AMENDED AND RESTATED DURING THE FISCAL YEAR AS FOLLOWS: Article IV - Members The Corporation shall have not less than ten (10) nor more than twelve (12) Directors, who shall be the members of the Corporation and shall be its Board of Directors (hereafter the "Board"); and may have one or more Directors Emeritus and one or more Chairperson Emeritus who shall not be eligible to vote or serve as officers of the Corporation. The qualifications, terms of office, and the manner in which a Director shall become a Director or be elcted and continue in office, and the qualifications and terms of Directors Emeritus and Chairperson Emeritus shall be as follows: (c) Elected Directors: There shall be not more than eight (8) Elected Directors. These Directors shall be elcted and shall continue in office until the annual meeting of the Corporation and until their successors are elcted and take office. Elected Directors shall be nominated by the Nominating Committee and shall be submitted to the Board of Trustees of Baptist Health South Florida, Inc. for approval. If approved, the Elected Directors may be elected by majority vote of the Board.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyThis organization is part of Baptist Health, an integrated health care delivery system. The Board of Trustees of Baptist Health South Florida, Inc. has the right to appoint some board members to the hospital's Board of Directors.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersThe organization is part of Baptist Health, an integrated health care delivery system. The Board of Trustees of Baptist Health South Florida, Inc. has the right to approve or ratify certain corporate decisions of the organization.
Form 990, Part VI, Line 11b Review of form 990 by governing body990 REVIEW PROCESS Baptist Health MANAGEMENT IS RESPONSIBLE FOR THE ACCURACY AND COMPLETENESS OF THE TAX RETURNS OF BHSF AND ALL OF ITS NONPROFIT, CHARITABLE AFFILIATES. THIS FORM 990 HAS BEEN PREPARED IN CONFORMITY WITH THE INTERNAL REVENUE CODE AND TREASURY REGULATIONS. INDEPENDENT TAX CONSULTANTS AND MEMBERS OF MANAGEMENT HAVE REVIEWED IN DETAIL THE COMPLETED FORM 990. PRIOR TO FILING, THE FORM 990 PREPARATION PROCESS AND THE DOCUMENTS ARE DISCUSSED AT A MEETING OF THE FINANCE & Risk Management COMMITTEE OF THE BOARD OF Directors AND MADE AVAILABLE ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTARY. ADDITIONALLY, THE EXECUTIVE AND COMPENSATION COMMITTEES OF THE BHSF BOARD OF TRUSTEES, COMPOSED OF INDEPENDENT, UNCOMPENSATED MEMBERS, REVIEW OTHER PERTINENT AREAS OF THE RETURN, as needed. THE PRESIDENT AND CEO, AS WELL AS THE EXECUTIVE VICE PRESIDENT AND CFO, HEREBY CERTIFY AS TO THE ACCURACY AND COMPLETENESS OF THIS FORM 990.
Form 990, Part VI, Line 12c Conflict of interest policyEMPLOYEE CONFLICT OF INTEREST AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST OCCURS IN THOSE CIRCUMSTANCES WHERE AN EMPLOYEE'S JUDGEMENT COULD BE AFFECTED BECAUSE THE EMPLOYEE HAS A PERSONAL INTEREST, OTHER THAN THE RECEIPT OF COMPENSATION FROM BAPTIST HEALTH, IN THE OUTCOME OF A DECISION OVER WHICH THE EMPLOYEE HAS CONTROL OR INFLUENCE. FOR THE PURPOSES OF THIS POLICY, IT IS PRESUMED THAT MANAGERS HAVE CONTROL OR INFLUENCE OVER ANY DECISION AFFECTING A MATTER FOR WHICH A MANAGER HAS RESPONSIBILITY. A PERSONAL INTEREST EXISTS WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY STANDS TO obtain financial gain, DIRECTLY OR INDIRECTLY, AS A RESULT OF A DECISION. THIS POLICY IS INTENDED FOR ALL EMPLOYEES TO UNDERSTAND, IDENTIFY, MANAGE AND APPROPRIATELY DISCLOSE THOSE TRANSACTIONS WHICH COULD RESULT IN AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST. IN ACCORDANCE WITH OUR CODE OF ETHICS, HIGH ETHICAL STANDARDS MUST BE OBSERVED IN THE NEGOTIATION AND EXECUTION OF ALL BUSINESS ACTIVITIES CONDUCTED AT, BY, OR WITH BHSF. ANY DECISIONS MADE BY BHSF EMPLOYEES MUST BE MADE IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS, WITH THE BEST ORGANIZATIONAL INTERESTS OF BHSF AS THE HIGHEST PRIORITY AND WITHOUT REGARD TO THE PERSONAL GAIN OR INTEREST OF ANY OTHER PERSON OR ENTITY. LIKEWISE, THE APPEARANCE OF ANY SUCH IMPROPER INFLUENCE ON ANY DECISIONS SHOULD BE CONSCIOUSLY AVOIDED. EMPLOYEES SHOULD ALSO ADHERE TO POLICY 828 WHICH PROHIBITS VENDOR SPONSORED TRAVEL AND POLICY 829 LIMITING ACCEPTANCE OF PERSONAL HONORARIUMS AND POLICY 831 WHICH PROVIDES LIMITATIONS AND GUIDELINES ON PHILANTHROPIC SOLICITATION OF VENDORS. A POTENTIAL OR PERCEIVED CONFLICT OR INTEREST MAY EXIST IRRESPECTIVE OF THE INTENT OF THE EMPLOYEE. BOARD CONFLICT OF INTEREST Baptist Health has a strong and robust Conflict of Interest policy. The policy is meant to ensure that each member of the Board of Trustees governs the affairs of Baptist Health and its affiliates with honesty and integrity and makes decisions for the benefit of Baptist Health. Board of Trustee members may not be employed by Baptist Health, not engaged to provide services to Baptist Health or any of its affiliates in exchange for cash compensation. Conflict free decision making extends beyond the Board members to include transactions that might benefit (I) the private interest of a member or his or her family (II) an organization controlled by a member of his or her family (III) an organization in which a member or his or her familiar has a material interest. Since the appearance of a conflict of interest may be as damaging to Baptist Health's reputation as actually permitting a conflict to exist, each voting Board member of Baptist Health and its affiliates has a continuing obligation to disclose any potential conflicts. This continuing obligation is supplemented by an annual certification that the Board member is free from actual or potential conflicts of interest. The annual certification is reviewed by the Vice President of Audit and Compliance and the Chief Compliance Officer who reports directly to the Board. Potential conflicts are further reviewed by the Board's Ethics Committee. If a conflict does exist, the conflicted Board member may be required (I) resign from the Board (II) eliminate the relationship, which gives rise to the conflict or (III) recuse himself or herself from all discussions, votes or actions with regard to the matter creating the actual or potential conflict of interest. CONFLICT OF INTEREST POLICY COMPLIANCE ONE OF BAPTIST HEALTH SOUTH FLORIDA'S GREATEST ASSETS IS THE INTEGRITY OF ITS VOLUNTEER BOARD MEMBERS. ONE WAY TO ASSURE INTEGRITY IS THE ORGANIZATION'S COMMITMENT TO A STRINGENT CONFLICT OF INTEREST POLICY FOR THEIR GOVERNING BOARDS AND MANAGEMENT. AS A PART OF A ROBUST CONFLICT OF INTEREST POLICY, BOARD MEMBERS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION FORM. THE AUDIT AND COMPLIANCE DEPARTMENT MONITOR TO ENSURE ALL VOTING MEMBERS SUBMIT THE DECLARATION FORM AND PERFORM NECESSARY RESEARCH TO UNDERSTAND IF A POTENTIAL CONFLICT EXISTS. ALL DISCLOSURES AND THE RELATED RESEARCH ARE SUMMARIZED FOR THE ETHICS COMMITTEE OF THE BAPTIST HEALTH BOARD OF TRUSTEES. ANY DISCLOSURES THAT MAY RESULT IN THE APPEARANCE OF A CONFLICT ARE ADDRESSED BY THE COMMITTEE FOR ITS CONSIDERATION AND RESOLUTION.
Form 990, Part VI, Line 19 Required documents available to the publicDOCUMENTS AVAILABLE TO THE PUBLIC DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. IN ADDITION, BOTH THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THIRD PARTY WEBSITES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON WWW.BAPTISTHEALTH.NET.
Form 990, Part VII, Section A REPORTABLE COMPENSATIONTHE AMOUNTS APPEARING AS REPORTABLE COMPENSATION ON FORM 990 PART VII FOR VOLUNTEER BOARD MEMBERS ARE COMPOSED OF EITHER PAYMENTS FOR SERVICES AS AN ELECTED REPRESENTATIVE OF THE MEDICAL STAFF, NON-CLINICAL SERVICES RENDERED TO BAPTIST HEALTH WHICH MAKE POSSIBLE AN IMPORTANT ADMINISTRATIVE FUNCTION, OR MINOR DISCOUNTS ON CLINICAL SERVICES RECEIVED AT A BAPTIST HEALTH FACILITY. ALL OF THESE AMOUNTS ARE REPORTED IN ACCORDANCE WITH THE RULES AND REGULATIONS PERTAINING TO IRS FORMS W-2 AND 1099 RESPECTIVELY.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesPENSION ADJUSTMENT - 5024810; CAPITAL FUNDS RELEASED FROM RESTRICTION - 2071173; CHANGE IN BENEFICIAL INTEREST - 9628537;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BETHESDA SELF INSURANCE TRUST GENERAL LIABILITY FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12815 S SEACREST BLVDAddressLine1Txt
CityBOYNTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd
FieldValueIRS element (for citing)
EIN592447554EIN
Primary ActivitiesSELF INSURANCE TRUSTPrimaryActivitiesTxt
Legal Domicile StateFLLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BETHESDA HOSPITAL INCBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

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BAPTIST HEALTH SOUTH FLORIDA INC
6855 RED ROAD STE 600CORAL GABLESFL33143650267668SUPPORTFL501(c)(3)Type III-FINAfalse
BAPTIST HOSPITAL OF MIAMI INC
8900 N KENDALL DRIVEMIAMIFL33176590910342HOSPITALFL501(c)(3)3BHSFfalse
SOUTH MIAMI HOSPITAL INC
6200 SW 73 STMIAMIFL33143590872594HOSPITALFL501(c)(3)3BHSFfalse
HOMESTEAD HOSPITAL INC
975 BAPTIST WAYHOMESTEADFL33033650232993HOSPITALFL501(c)(3)3BHSFfalse
MARINERS HOSPITAL INC
91500 OVERSEAS HIGHWAYTAVERNIERFL33070591987355HOSPITALFL501(c)(3)3BHSFfalse
WEST KENDALL BAPTIST HOSPITAL INC
9555 SW 162 AVEMIAMIFL33196522438452HOSPITALFL501(c)(3)3BHSFfalse
DOCTORS HOSPITAL INC
5000 UNIVERSITY DRIVECORAL GABLESFL33146043775926HOSPITALFL501(c)(3)3BHSFfalse
BAPTIST OUTPATIENT SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143562290370MED. DIAG.FL501(c)(3)3BHSFfalse
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED ROAD STE 600CORAL GABLESFL33143591923401FUNDRAISINGFL501(c)(3)7BHSFfalse
BHSF REAL ESTATE FOUNDATION INC
6855 RED ROAD STE 600CORAL GABLESFL33143650611015SUPPORTFL501(c)(3)Type IBHSFfalse
BAPTIST HEALTH MEDICAL GROUP INC
6855 RED ROAD STE 600CORAL GABLESFL33143462597739HEALTHCAREFL501(c)(3)10BHSFfalse
MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC
6855 RED ROAD STE 600CORAL GABLESFL33143473090066HEALTHCAREFL501(c)(3)Type III-FIBHSFfalse
FISHERMENS HEALTH INC
3301 OVERSEAS HWYMARATHONFL33050821682066HOSPITALFL501(c)(3)3BHSFfalse
BETHESDA HEALTH INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592447553SUPPORT ORGANIZATIONFL501(c)(3)Type III-FIBHSFfalse
BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592771779O/P MEDICAL SERVICESFL501(c)(3)10BHIfalse
BETHESDA HEALTH OUTPATIENT SERVICES INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435650561263O/P MEDICAL SERVICESFL501(c)(3)10BHIfalse
BETHESDA HOSPITAL INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592447554HOSPITALFL501(c)(3)3BHIfalse
BETHESDA HOSPITAL FOUNDATION INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435596137805FUNDRAISINGFL501(c)(3)7BHIfalse
BETHESDA PAYROLL SERVICES INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435650523164PAYROLL SUPPORTFL501(c)(3)Type IBHIfalse
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS ROADBOCA RATONFL33486591006663HOSPITALFL501(c)(3)3BRRHfalse
BRRH CORPORATION INC
800 MEADOWS ROADBOCA RATONFL33486592406033SUPPORTFL501(c)(3)Type III-FIBHSFfalse
BRRH HOME HEALTH SERVICES INC
800 MEADOWS ROADBOCA RATONFL33486650044715O/P MEDICAL SERVICESFL501(c)(3)Type III-FIBRRHfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)

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KENDALL PROFESSIONAL CENTER LIMITED
6855 RED ROAD SUITE 600CORAL GABLESFL33143592645094LEASING OFFICE SPACEFLNAN/A
BAPTIST SLEEP CENTERS OF SOUTH FLORIDA LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143273597226MEDICAL SERVICESFLNAN/A
BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143201796841MEDICAL SERVICESFLNAN/A
BAPTIST HEALTH SURGERY CENTER LLC
8900 N KENDALL DRIVEMIAMIFL33176650663357MEDICAL SERVICESFLNAN/A
AMSURG BAPTIST NETWORK ALLIANCE LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143473088958HOLDING COMPANYFLNAN/A
BAPTIST AMBULATORY ALLIANCE LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143814431967HOLDING COMPANYFLNAN/A
HEALTH NETWORK AMBULATORY ALLIANCE LLC
6855 RED ROAD SUITE 600CORAL GABLESFL33143814490589HOLDING COMPANYFLNAN/A
MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY
6855 RED ROAD SUITE 600CORAL GABLESFL33143474128811CARDIAC MEDICAL CENTERFLNAN/A
MEDLEY OPPORTUNITY FUND III LP
280 PARK AVENUE 6TH FLOOR EASTNEW YORKNY10152471284126INVESTMENT IN DEBTNYNAN/A
SOUTH FLORIDA CENTER FOR ENDOSCOPY & DIGESTIVE DISEASE LLC
7875 SW 104TH ST SUITE 201MiamiFL33156651112489MEDICAL SERVICESFLNAN/A
CARE SERVICES OF BETHESDA LLC
CENTRAL EXPY STE 1300DALLASTX75206201745631HOME HEALTHTXNAN/A
MCCOY INVESTMENTS III LP
250 W 55TH ST 13DNEW YORKNY10019471225274INVESTMENT IN FUNDSNYNAN/A
BAPTISTBELMONT CG JV LLC
7660 WOODWAY DRIVE SUITE 400HOUSTONTX77063843628646MEDICAL SERVICESTXNAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2TxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BAPTIST HEALTH ENTERPRISES INC
6855 RED ROAD STE 600CORAL GABLESFL33143592572862REAL ESTATE MANAGEMENTFLNAC Corporationfalse
SAMARITAN RISK RETENTION GROUP
146 Fairchild StreetCharlestonSC29492203433505INSURANCESCNAC CorporationfalseSuite 135
PINEAPPLE INSURANCE COMPANY
980465790INSURANCENAC CorporationfalseCJ
BMAB EAST TOWER INC
6855 RED ROAD STE 600CORAL GABLESFL33143654047110LEASE OFFICE SPACEFLNAC Corporationfalse
BAPTIST MEDICAL SERVICES CORP
6855 RED ROAD STE 600CORAL GABLESFL33143650506620HOLDING COMPANYFLNAC Corporationfalse
KENDALL CREDIT & BUSINESS SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143650434778COLLECTION AGENCYFLNAC Corporationfalse
WEST KENDALL PROFESSIONAL SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143650475570COLLECTION AGENCYFLNAC Corporationfalse
SOUTH MIAMI HEALTH ENTERPRISES INC
6855 RED ROAD STE 600CORAL GABLESFL33143592623930MEDICAL CENTERFLNAC Corporationfalse
BAPTIST AMBULATORY SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143421573814HOLDING COMPANYFLNAC Corporationfalse
BHE REALTY INC
6855 RED ROAD STE 600CORAL GABLESFL33143900152617REAL ESTATE BROKERFLNAC Corporationfalse
BAPTIST ANCILLARY SERVICES INC
6855 RED ROAD STE 600CORAL GABLESFL33143550800138HOLDING COMPANYFLNAC Corporationfalse
BETHESDA HEALTH PHYSICIAN GROUP INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435650561267PHYSICIAN OFFICESFLNAC Corporationfalse
BETHESDA HOLDING COMPANY INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592663767HOLDING COMPANYFLNAC Corporationfalse
PALM BEACH CREDIT ADJUSTORS INC
2815 S SEACREST BLVDBOYNTON BEACHFL33435592507658INVESTMENTFLNAC Corporationfalse
BOCACARE INC
800 MEADOWS ROADBOCA RATONFL33486264190328PHYSICIAN OFFICESFLNAC Corporationfalse
BAPTIST HEALTH INTERNATIONAL CAYMAN ISLAND LTD
MEDICAL SERVICESNAC CorporationfalseCJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd