2021-11-05T18:04:11-05:00 2020-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2020-01-01 590594631 South Florida Baptist Hospital Inc SOUT 8137571245 301 N Alexander St Plant City FL 33563 Ron Beamon VP, CFO - BayCare Hospital Div 2021-11-05 true Ron Beamon 999009999 Brittney Kocaj P01320603 9542028600 2020 2022-09-23 18:48:47Z GLENN WATERS 301 N Alexander St Plant City FL 33563 140082926 false X WWW.BAYCARE.ORG/SFBH X 1945 FL South Florida Baptist Hospital, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. 21 19 968 272 14452 11107 449647 372368 139268956 139052398 -564 8369 884171 649791 140602210 140082926 18255 171572 0 53910669 54804030 0 0 74783570 75844264 128712494 130819866 11889716 9263060 233766735 268444828 8362257 18336113 225404478 250108715 South Florida Baptist Hospital, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. false false 108058358 171572 139672853 South florida baptist hospital, inc. (SFBH) is a full-service 147-bed community hospital. During 2020, SFBH provided inpatient care to 5,476 patients, treated 31,442 patients in the emergency Department, and delivered 456 babies. Through efforts of the medical assistance program and the Hospital's charity care program, SFBH saw a net community benefit expense totaling more than $18.3 Million. The hospital also provided other community services totaling over $2.3 Million. Some of The programs included relay for life, faith community nursing, and San Jose mission. Refer to Schedule h for additional information. 108058358 true true false true false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false true false false false false false false true true true false false true X 0 0 968 true true true false false false false false false false false false false false X 21 19 false false false false true true true true true false false true true true true true true false false false X JANICE POLO 7278208021 2985 Drew Street Clearwater FL 33759 GLENN WATERS TRUSTEE/EVP, COO BAYCARE 1.0 64.0 X X 0 1922051 65058 RALPH GARCIA TRUSTEE/VICE CHAIR/SECRETARY/TREASURER 1.0 2.0 X X 0 0 0 TRACY HALME TRUSTEE/CHAIR 1.0 3.0 X X 0 0 0 AVRIL CHIN FATT TRUSTEE 1.0 3.0 X 0 0 0 BRUCE RODWELL TRUSTEE 1.0 3.0 X 0 0 0 COLEMAN DAVIS TRUSTEE 1.0 3.0 X 0 0 0 CR HALL TRUSTEE Until June 2020 1.0 2.0 X 0 0 0 DIPA SHAH TRUSTEE 1.0 2.0 X 0 0 0 DONNA JORDAN TRUSTEE 1.0 3.0 X 0 0 0 DOUGLAS MCFADDEN TRUSTEE 1.0 2.0 X 0 33194 0 JENNIFER BROWN KING TRUSTEE 1.0 2.0 X 0 0 0 JERILYN REED TRUSTEE 1.0 2.0 X 0 0 0 JONATHAN JENNEWEIN TRUSTEE/IMMEDIATE PAST CHAIR 1.0 4.0 X 0 0 0 LAUREN WEINER TRUSTEE 1.0 2.0 X 0 0 0 LORI YARBROUGH TRUSTEE 1.0 2.0 X 0 0 0 MATTHEW RICE TRUSTEE 1.0 2.0 X 0 0 0 PAT SHIRLEY TRUSTEE 1.0 4.0 X 0 0 0 RENA UPSHAW FRAZIER TRUSTEE 1.0 2.0 X 0 0 0 RICHARD GLORIOSO TRUSTEE 1.0 2.0 X 0 0 0 SEAN BUTLER TRUSTEE 1.0 2.0 X 0 0 0 STEPHEN MENDOZA TRUSTEE 1.0 2.0 X 0 0 0 YVONNE FRY TRUSTEE 1.0 3.0 X 0 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 1.0 52.0 X 0 547066 100109 BETH TANCREDO DIR, OPERATIONS SOUTH FL BAPTIST HOSP 45.0 0 X 176440 0 23703 JUNE RAMSEY DIR, PATIENT SERVICES SOUTH FL BAPTIST HOSP 30.0 0 X 171273 0 14363 KAREN KERR VP/PRESIDENT SFBH & BRMC 1.0 47.0 X 0 478425 52605 MERCY NINAN MANAGER PHARMACY 45.0 0 X 198077 0 51528 DOUGLAS BROWN PHARMACY CLINICAL COORD 45.0 0 X 156074 0 40211 GAYA SALYER CLINICAL PHARMACIST 45.0 0 X 171528 0 42427 LYNN KLIEM NEONATAL NURSE PRACTITIONER 45.0 0 X 150083 0 13781 MICHELLE CORMIER-BOECKLE NEONATAL NURSE PRACTITIONER 45.0 0 X 158903 0 12383 SEAN USTIC CLINICAL PHARMACIST 45.0 0 X 151602 0 11154 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0.0 52.0 X 0 705965 53264 JACQUES VASCONCELLOS FORMER DIR OPERATIONS SOUTH FL BAPTIST HOSP 0.0 45.0 X 0 232485 40274 1333979 3919185 520860 56 true true false LOCKWOOD & STEELY MDS PA 301 N ALEXANDER ST PLANT CITY FL 33563 anesthesiology services 1862000 BAY LINEN INC 11525 47TH ST N CLEARWATER FL 33762 laundry services 709880 BIO-MEDICAL APPLICATIONS OF FLORIDA INC DBA FRESENIUS MEDICAL CARE CHICAGO IL 60693 medical services 608262 UNIVERSAL PROTECTION SERVICE DBA ALLIED UNIVERSAL SECURITY SERVICES PHILADELPHIA PA 191828854 security 582780 AYA HEALTHCARE INC 5930 CORNERSTONE CT W 300 SAN DIEGO CA 92121 medical services 575775 28 372368 372368 HOSPITAL PATIENT CARE 622110 74667498 74667498 MEDICARE / MEDICAID PAYMENT 622110 64384900 64384900 0 0 0 0 139052398 14884 14884 0 14884 14884 8369 0 0 8369 8369 8369 CAFETERIA 722514 444939 444939 OTHER REVENUE 900099 189968 175516 14452 0 0 0 0 634907 140082926 139672853 14452 23253 171572 171572 635384 635384 73592 73592 44643448 44643448 0 1759535 1759535 0 4476124 4476124 0 3215947 3183889 32058 97318 97318 1815 1815 8868600 8800475 68125 0 59623 52408 7215 1936831 869015 1067816 289301 165790 123511 2557313 2546807 10506 188984 156574 32410 2294245 2294245 6183791 6149486 34305 2748366 2748366 ASSESSMENT 1804633 1804633 MEDICAL SUPPLIES 23608261 23608261 MANAGEMENT FEES 17369806 17369806 BAD DEBT EXPENSE 203496 203496 7631881 4348827 3283054 0 130819866 108058358 22761508 0 800 809 13228747 14273617 0 0 0 0 60962 73054 5269042 4878352 615750 677505 132127556 90950294 45061034 41177262 0 9333198 10917850 160197202 196446379 233766735 268444828 7047397 10914649 200 0 0 1314860 943270 0 6477994 8362257 18336113 X 222427049 247344344 2977429 2764371 225404478 250108715 233766735 268444828 X 9263060 15441177 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false false true 1815 1815 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Line 1i. Dues were paid to American Society for Healthcare Engineering, 340B, Florida Society of Health System Pharmacists, American Society of Health System Pharmacists, American Association of Healthcare Administration Management, and American College of Surgeons. These associations use a portion of their respective dues to conduct lobbying activities. 2754751 2754751 73596469 47704407 25892062 59922 59922 0 53628813 43184803 10444010 2087601 1162 2086439 41177262 DUE FROM AFFILIATES Prepaid PHYSICIAN EST THIRD PARTY SETTLEMENTS Prepaid PHYSICIAN RECRUITMENT 5481 DUE FROM AFFILIATES 196440898 196446379 Estimated third party settlements 491082 DUE TO AFFILIATES 5986912 6477994 X 141503957 0 0 141503957 -1421031 -1421031 140082926 130641912 0 0 130641912 177954 177954 130819866 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Hospital and the Foundation are not-for-profit organizations described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Internal Revenue Code. The Hospital and the Foundation are also exempt from state income taxes. The Hospital and the Foundation account for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Management has determined that no material unrecognized tax benefits or liabilities exist as of December 31, 2020. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements CONTRIBUTIONS RECORDED IN NET ASSETS - 372368 GRANTS - 169585 CHANGE IN FOUNDATION EARNINGS - -1971353 G/L ON SALE OF ASSETS - 8369 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements GRANTS - 169585 G/L ON SALE OF ASSETS - 8369 true true X true X 250 false true true true false true true 5728884 2963343 2765541 0.0212 22228269 8383508 13844761 0.1060 2778731 1082277 1696454 0.0130 0 0 30735884 12429128 18306756 0.1402 410766 410766 0.0031 398516 398516 0.0031 1217946 1217946 0.0093 113399 113399 0.0009 199493 199493 0.0015 0 0 2340120 0 2340120 0.0179 0 0 33076004 12429128 20646876 0.1581 0 0.0 8932 8932 0.0001 13052 13052 0.0001 2486 2486 0.0000 0 0.0 0 0.0 0 0.0 108 108 0.0000 0 0.0 0 0 24578 0 24578 0.0002 true 203496 98542 19431190 20325080 -893890 X true true 1 1 SOUTH FLORIDA BAPTIST HOSPITAL INC 301 N ALEXANDER STREET PLANT CITY FL 33563 WWW.BAYCARE.ORG/SFBH 4056 X X X SOUTH FLORIDA BAPTIST HOSPITAL INC 1 false false true X X X X X X X X X 19 true true true true X https://baycare.org/hospitals/south-florida-baptist-hospital/about-us/community-health-needs X true 19 true https://baycare.org/hospitals/south-florida-baptist-hospital/about-us/community-health-needs false true X 250.0 0.0 X X X X X X true true X X X true X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL, INC.. TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS ALSO IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY SOUTH FLORIDA BAPTIST HOSPITAL; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 55 COMMUNITY STAKEHOLDERS IN THE SOUTH FLORIDA BAPTIST HOSPITAL SERVICE AREA TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED ON PAGE 10 OF THE CHNA. SEVERAL OF THE PARTICIPANTS RESPONDING TO THE SURVEY REPRESENT ORGANIZATIONS WHICH WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL, INC.. CHNA was conducted with the following hospital facilities: 1. Advent Health (Florida Hospital) 2. Johns Hopkins All Children's Hospital 3. Moffitt Cancer Center 4. Tampa General Hospital Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL, INC.. CHNA was conducted with the following non-hospital facility: Florida Department of Health in Hillsborough County Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL, INC.. South Florida Baptist Hospital is concentrating efforts during the 2020-2022 time period to address the following significant health needs of our community as identified in the most recent CHNA: * Access to health services * Behavioral Health (Mental Health and Substance Use) * Exercise, Nutrition and Weight SOUTH FLORIDA BAPTIST HOSPITAL'S implementation plan DESCRIBES specific activities that are underway to address these significant health needs during the 2020-2022 time period. Although the majority of the overarching goals, objectives and efforts will focus on these top three focus areas, South Florida Baptist Hospital remains committed to supporting positive advancements in addressing diabetes, heart disease and stroke, while addressing the focus area of exercise, nutrition and weight. There were five additional health focus areas identified through the CHNA. These were: * Cancer * Immunization and infectious disease * Maternal, fetal and infant health * Oral health * Respiratory disease These remaining health needs are significant, but they're not directly addressed in 2020-2022 health improvement plan strategies. However, they'll continue to be impacted through existing hospital strategies for clinical excellence and South Florida Baptist Hospital partnerships within the community, including the Florida Department of Health and community organizations who may be in a better position to address these health issues. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - SOUTH FLORIDA BAPTIST HOSPITAL. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE ON THE FULL BALANCE OF THEIR ACCOUNT IF THE HOSPITAL BILL EXCEEDS 25% OF THEIR ANNUAL INCOME. 5 SFB OUTPATIENT REHAB CENTER 874 S PARSONS AVE BRANDON FL 33511 REHABILITATION SERVICES SFB OUTPATIENT REHAB CENTER (ADULTS) 414 N PLANT AVENUE PLANT CITY FL 33563 REHABILITATION SERVICES SFB OUTPATIENT REHAB CENTER (PEDIATRIC) 1601 W TIMBERLANE DR SUITE 800 PLANT CITY FL 33566 REHABILITATION SERVICES SFB OUTPATIENT REHAB CENTER (BAYCARE HEALTH HUB) 2470 BLOOMINGDALE AVE SUITE 204 VALRICO FL 33596 REHABILITATION SERVICES SFB WOUND CARE 301 N ALEXANDER ST PLANT CITY FL 33563 URGENT CARE Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (Continued) IN 2020, BAYCARE WORKED ALONGSIDE OTHER LOCAL NOT-FOR-PROFIT HOSPITALS AND COUNTY DEPARTMENTS OF HEALTH TO DEVELOP THE ALL4HEALTHFL COLLABORATIVE. THE PURPOSE OF THE ALL4HEALTHFL COLLABORATIVE IS TO IMPROVE HEALTH BY LEADING REGIONAL, OUTCOME-DRIVEN HEALTH INITIATIVES THAT HAVE BEEN PRIORITIZED THROUGH COMMUNITY HEALTH ASSESSMENTS. MEMBERS OF THE COLLABORATIVE ALIGNED EFFORTS TO PROVIDE MENTAL HEALTH FIRST AID TRAINING TO ORGANIZATIONS IN HILLSBOROUGH, PASCO, PINELLAS, AND POLK COUNTIES. ADDITIONALLY, AS A RESPONSE TO THE COVID -19 PANDEMIC, THE COLLABORATIVE CONDUCTED A KEY INFORMANT SURVEY WITHIN COUNTIES SERVED TO GATHER FEEDBACK ON POTENTIAL CHANGES IN COMMUNITY HEALTH NEEDS. RESULTS OF THE SURVEY WERE USED TO UPDATE IMPLEMENTATION PLANS TO ACCOMMODATE NEWLY IDENTIFIED OR MORE ACUTE COMMUNITY NEED. VOLUNTEER ACTIVITIES: IN 2020, HOSPITAL VOLUNTEERS PROVIDED ASSISTANCE TO PATIENTS AND VISITORS AT THE INFORMATION DESK AND IN THE GIFT SHOP, WHEELCHAIR ASSISTANCE AND SERVED AS PATIENT LIAISONS IN WAITING ROOMS. TEAM MEMBERS CONTRIBUTED TO THE HEALTH OF THE COMMUNITY BY: *PARTICIPATING IN A VIRTUAL FOOD DRIVE TO RAISE FUNDS FOR FEEDING TAMPA BAY. OVERALL, 658 DONORS CONTRIBUTED $30,416 IN FUNDS TO PROVIDE FOOD TO THOSE IN NEED ACROSS THE REGION. IN ADDITION, 22 DONORS SIGNED UP FOR MONTHLY RECURRING DONATIONS FOR ONGOING SUPPORT. *HOLDING THE ANNUAL TEAM MEMBER GIVING CAMPAIGN. ACROSS THE SYSTEM, TEAM MEMBERS DONATED $818,528 TO BAYCARE'S HOSPITAL FOUNDATIONS AND THE UNITED WAY. Schedule H, Part VI, Line 7 State filing of community benefit report SOUTH FLORIDA BAPTIST HOSPITAL OPERATES IN THE STATE OF FLORIDA, WHICH DOES NOT REQUIRE ITS COMMUNITY BENEFIT REPORT TO BE FILED WITH THE STATE GOVERNMENT. THE COMMUNITY BENEFIT REPORT IS PREPARED AND MADE AVAILABLE TO THE PUBLIC. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care PATIENTS WHO ARE UNINSURED OR UNDERINSURED AND CANNOT PAY FOR HOSPITAL SERVICES ARE ELIGIBLE FOR CHARITY CONSIDERATION. THESE PATIENTS ARE SCREENED BY DESIGNATED TEAM MEMBERS IN OUR FINANCIAL ASSISTANCE DEPARTMENT. THE AGENCY FOR HEALTH CARE ADMINISTRATION (AHCA) DEFINES CHARITY ELIGIBILITY AT 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES, UNLESS THE TOTAL HOSPITAL BILL IS MORE THAN 25 PERCENT OF THE PATIENT'S ANNUAL INCOME. MEDICAID RECIPIENTS WHO HAVE EXCEEDED THEIR COVERAGE LIMITS ARE ALSO CONSIDERED FOR CHARITY CARE. SOUTH FLORIDA BAPTIST HOSPITAL, INC GOES ABOVE AND BEYOND THE AHCA REQUIREMENTS BY PROVIDING ADDITIONAL "HARDSHIP" CHARITY FOR PATIENTS WHO ARE AT 250 PERCENT OF THE FEDERAL POVERTY GUIDELINES. IN ADDITION, AN UNINSURED DISCOUNT OF 40% IS AUTOMATICALLY GIVEN TO ANY PATIENT WHO DOES NOT HAVE INSURANCE COVERAGE OR BENEFITS. THERE IS NO INCOME OR ASSET TEST REQUIRED FOR THE UNINSURED DISCOUNT. PATIENTS RECEIVE AN ADDITIONAL 10% DISCOUNT IF THE ACCOUNT IS PAID WITHIN 30 DAYS. Presumptive financial assistance decisions for uninsured ER patients may be determined based on third party analytics, using a credit inquiry process, under the following circumstances: * Uninsured accounts of patients not seen by the Financial Assistance team or without a current financial assistance application on file * The reported federal poverty level (FPL) of the patient meets the criteria for financial assistance (250%) Schedule H, Part I, Line 6a Community benefit report prepared by related organization BAYCARE HEALTH SYSTEM, INC. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 203496 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS (LINES A THROUGH D) ARE DETERMINED USING OUR 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 (LINES E THROUGH J, AS WELL AS AMOUNTS REPORTED IN PART II) WERE COMPILED BY THE COMMUNITY HEALTH DEPARTMENT USING THE CATHOLIC HEALTH ASSOCIATION GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFITS. Schedule H, Part II Community Building Activities SOUTH FLORIDA BAPTIST HOSPITAL SUPPORTS ACTIVITIES THAT PROMOTE THE HEALTH AND WELLBEING OF COMMUNITY MEMBERS THROUGH ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, ENVIRONMENTAL IMPROVEMENTS, AND WORKFORCE DEVELOPMENT. THIS INCLUDES: - LEADERSHIP AND TEAM MEMBER TIME DEDICATED TO COLLABORATIVE PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS AND COLLABORATIVES TO IMPROVE ECONOMIC STABILITY, PROSPERITY AND WELLBEING IN THE COMMUNITY. - RECYCLING COSTS FOR DISPOSABLE ITEMS - TEAM MEMBER TIME DEDICATED TO WORKING WITH HEALTH CARE OBSERVERS, INTERESTED IN PURSUING A CAREER IN THE MEDICAL FIELD Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT EXPENSE IS REPORTED AS TOTAL BAD DEBT FOR THE FACILITY. THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS POTENTIALLY ELIGIBLE FOR FINANCIAL ASSISTANCE IS CALCULATED AS A CHARGE RATIO, DERIVED FROM DATA SAMPLING. THE RESULTING CHARGE RATIO IS THEN APPLIED TO TOTAL BAD DEBT ACCOUNTS OF THE ORGANIZATION, WHICH CALCULATES THE BAD DEBT ATTRIBUTABLE TO FINANCIAL ASSISTANCE. THE STATE OF FLORIDA REQUIRES THE PATIENT TO PROVIDE CERTAIN DOCUMENTATION IN ORDER TO QUALIFY FOR FINANCIAL ASSISTANCE. IN CASES WHERE THE PATIENT HAS NOT RESPONDED TO HOSPITAL REQUESTS OR BILLING STATEMENT ALERTS, THOSE ACCOUNTS ARE PROCESSED AS BAD DEBT, IF UNPAID. Schedule H, Part III, Line 3 Bad Debt Expense Methodology SEE NARRATIVE TO PART III, LINE 2. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE ON PAGE 12 OF THE BAYCARE HEALTH SYSTEM, INC. AND AFFILIATES NOTES TO COMBINED FINANCIAL STATEMENTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs COST REPORTS WERE USED TO REPORT MEDICARE ALLOWABLE COSTS. MEDICARE DEFINES ALLOWABLE COSTS AS THOSE APPROPRIATE AND HELPFUL IN DEVELOPING AND MAINTAINING THE OPERATION OF PATIENT CARE FACILITIES AND ACTIVITIES. IT SPECIFICALLY EXCLUDES CERTAIN COSTS THAT ARE NOT DIRECTLY RELATED TO PATIENT CARE. THE HOSPITAL INCURS ADDITIONAL EXPENSE RELATED TO THE PROVISION OF CARE TO MEDICARE PATIENTS THAT MEDICARE HAS DEEMED NON-ALLOWABLE. THIS ADDITIONAL EXPENSE INCLUDES COSTS OF PHYSICIAN SERVICES (EMERGENCY ON-CALL FEES, HOSPITALIST PROGRAM, RECRUITMENT, ETC.), ADVERTISING COSTS, CAFETERIA COSTS FOR MEALS SOLD TO VISITORS, ETC. THE HOSPITAL ATTEMPTS TO COLLECT COINSURANCE AND DEDUCTIBLES FROM MEDICARE BENEFICIARIES. TO THE EXTENT COLLECTION EFFORTS ARE UNSUCCESSFUL, MEDICARE REIMBURSES THE HOSPITAL AT 65% OF UNPAID AMOUNTS. THE FOLLOWING TABLE RECONCILES THE SURPLUS OR SHORTFALL FROM LINE 7 TO THE ACTUAL SURPLUS OR SHORTFALL. THE ADDITIONAL COSTS WERE ALLOCATED TO MEDICARE BASED UPON MEDICARE'S PERCENTAGE OF TOTAL ALLOWABLE COSTS. THE UNPAID COINSURANCE/DEDUCTIBLES WERE ESTIMATED USING HISTORICAL COLLECTION RESULTS. ANY SHORTFALL AMOUNTS HAVE NOT BEEN TREATED AS COMMUNITY BENEFIT. LINE 7 SURPLUS OR (SHORTFALL) ($893,890) ADDITIONAL NON-ALLOWABLE COSTS AND UNPAID/NON-REIMBURSED COINSURANCE/DEDUCTIBLES ($2,451,010) TOTAL SURPLUS OR (SHORTFALL) ($3,344,900) Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance PATIENTS WHO ARE UNABLE TO PAY ARE ENCOURAGED BY BAYCARE HEALTH SYSTEM REPRESENTATIVES, VIA PERSONAL INTERVIEWS, SIGNAGE ON PATIENT BILLING STATEMENTS, BROCHURES OR CUSTOMER SERVICE PHONE CALLS, TO SUBMIT FINANCIAL INFORMATION TO THE FINANCIAL ASSISTANCE DEPARTMENT TO DETERMINE ELIGIBILITY FOR PROGRAMS, SUCH AS COUNTY, MEDICAID, DISABILITY, VICTIMS OF CRIME, CHARITY, ETC. FOR THOSE PATIENTS WHO PROVIDE ALL THE NECESSARY DOCUMENTATION AND QUALIFY FOR CHARITY ACCORDING TO THE FINANCIAL ASSISTANCE POLICY, (DEFINED IN PART I, LINE 3C), the PATIENT's ACCOUNT BALANCE WOULD BE WRITTEN OFF COMPLETELY TO CHARITY AND NOT BILLED TO THE PATIENT. Since the charity care policy is 100% for patients who are eligible, there is no remaining patient portion; therefore, there would never be a situation where a patient is known to qualify for financial assistance but is experiencing collection actions. Schedule H, Part V, Section B, Line 16a FAP website - SOUTH FLORIDA BAPTIST HOSPITAL, INC.: Line 16a URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - SOUTH FLORIDA BAPTIST HOSPITAL, INC.: Line 16b URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - SOUTH FLORIDA BAPTIST HOSPITAL, INC.: Line 16c URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment SOUTH FLORIDA BAPTIST HOSPITAL, INC IS COMMITTED TO MEETING THE NEEDS OF THE COMMUNITY IT SERVES. OUR QUALITY PHILOSOPHY IS MODELED AROUND UNDERSTANDING OUR CUSTOMERS' NEEDS AND EMPLOYING STRATEGIES TO ADDRESS THOSE NEEDS IN A COMPREHENSIVE MANNER. SOUTH FLORIDA BAPTIST HOSPITAL, INC ADDRESSES COMMUNITY HEALTH STATUS ASSESSMENTS BY ACCESSING EXISTING THIRD PARTY DATABASES PROFILING HEALTH STATUS INFORMATION FOR GEOGRAPHIES IT SERVES. THE ASSESSMENTS PROVIDE A PROFILE OF HEALTH STATUS INDICATORS IN COMPARISON TO STATE AVERAGES AND, IF AVAILABLE, NATIONAL BENCHMARKS. SOUTH FLORIDA BAPTIST HOSPITAL, INC. RECOGNIZES THE IMPORTANCE OF HEARING FROM THOSE THEY SERVE. ALONG WITH COLLECTING GENERALLY AVAILABLE DATA, SOUTH FLORIDA BAPTIST HOSPITAL, INC. CONDUCTS A COMMUNITY-BASED SURVEY TO ALLOW FOR COMMUNITY RESIDENTS' VOICES TO BE HEARD AS WELL AS INFORMED DECISION MAKING RELATED TO HEALTH PRIORITIES. IN ADDITION, SOUTH FLORIDA BAPTIST HOSPITAL, INC CONDUCTS PHYSICIAN COMMUNITY NEEDS STUDIES THAT OUTLINE PHYSICIAN DEFICITS BY SPECIALTY FOR THE GEOGRAPHIC AREA SERVED. STUDIES ARE ALSO CONDUCTED TO IDENTIFY GAPS IN GEOGRAPHIC ACCESS TO SERVICES SUCH AS PRIMARY CARE, OUTPATIENT SERVICES AND INPATIENT SERVICES. ALL OF THE ABOVE PROCESSES OCCUR ON AN ONGOING BASIS TO ASSIST SOUTH FLORIDA BAPTIST HOSPITAL, INC IN DEVELOPING INITIATIVES AND PROGRAMS/SERVICES TO ADDRESS IDENTIFIED HEALTH CARE NEEDS IN THE COMMUNITIES IT SERVES. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance SOUTH FLORIDA BAPTIST HOSPITAL, INC FINANCIAL ASSISTANCE TEAM MEMBERS ARE DEDICATED TO ASSISTING PATIENTS IN OBTAINING ASSISTANCE THROUGH FEDERAL, STATE AND LOCAL GOVERNMENT PROGRAMS OR THROUGH THE BAYCARE HEALTH SYSTEM, INC FINANCIAL ASSISTANCE POLICY. SIGNAGE AND BROCHURES ARE AVAILABLE, AS WELL AS TEAM MEMBERS WHOSE FULL RESPONSIBILITY IS TO ASSIST PATIENTS IN THE EMERGENCY ROOM AND ON INPATIENT UNITS. THE FINANCIAL ASSISTANCE TEAM INTERVIEWS PATIENTS FOR ALL AVAILABLE PROGRAMS, ASSISTS THE PATIENTS IN COMPLETING APPLICATIONS TO GOVERNMENT AGENCIES AND FOR HOSPITAL CHARITY CARE, ADVISES PATIENTS REGARDING AVAILABLE COMMUNITY RESOURCES FOR HEALTH CARE, REVIEWS AND APPROVES PATIENT REQUESTS FOR CHARITY CARE, AND PROVIDES EDUCATION AND SUPPORT TO THE PATIENT THROUGHOUT THE ASSISTANCE PROCESS. IN ADDITION TO THE AFOREMENTIONED COMPREHENSIVE PROCESS, SOUTH FLORIDA BAPTIST HOSPITAL, INC ALSO INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR PATIENT CARE, BUT MAY BE ELIGIBLE FOR CHARITY OR OTHER PROGRAMS, VIA PATIENT BILLING STATEMENTS AND CUSTOMER SERVICE REPRESENTATIVE CALLS. THE GOAL IN USING THESE VARIOUS MEANS IS TO EFFECTIVELY COMMUNICATE WITH THE ENTIRE PATIENT POPULATION SO THEY ARE INFORMED AND EDUCATED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE. Schedule H, Part VI, Line 4 Community information South Florida Baptist Hospital is an acute care facility serving parts of Hillsborough and Polk counties. The median household income of $63,347 in this area is $7,687 higher than the state median income and $5,356 less than the national median income. 9.4% of households have annual household income below $15,000 per year. The population served is predominantly Caucasian and 87.2% are high-school graduates or higher educated. Hispanics are the second largest ethnic group representing 25.1% of the population. South Florida Baptist Hospital is part of BayCare Health System that serves west central Florida. The primary and secondary service area served by South Florida Baptist has 5 hospitals; all but one is Not-for-Profit. There are 2 federally designated medically underserved areas and 3 federally designated medically underserved populations in South Florida Baptist's service area. With the over 65 population expected to grow 18.8% in the next five years, the health care needs of our service area are expanding and changing. The population served by South Florida Baptist Hospital is expected to grow 7.0% in the next 5 years. This is higher than the expected growth rate of 5.9% for Florida and 2.9% for the United States. Based on Florida inpatient discharge data for the period of 10/01/19 - 9/30/20, the payer mix for the geographic area consists of 46.5% Medicare/Medicare HMO, 18.1% Medicaid/Medicaid HMO, 21.4% Commercial Insurance, 8.0% Self pay/Non-pay, and 6.0% Other. Schedule H, Part VI, Line 5 Promotion of community health OUR MISSION AT SOUTH FLORIDA BAPTIST HOSPITAL AS PART OF BAYCARE HEALTH SYSTEM IS TO IMPROVE THE HEALTH OF ALL WE SERVE THROUGH COMMUNITY-OWNED SERVICES THAT SET THE STANDARD FOR HIGH-QUALITY COMPASSIONATE CARE. BY FOCUSING ON EDUCATION AND PREVENTION, WE STRIVE TO CREATE A HEALTHIER COMMUNITY AND LOWER HEALTH CARE EXPENDITURES. SOUTH FLORIDA BAPTIST HOSPITAL WAS FOUNDED IN 1953 AS A RESULT OF A PARTNERSHIP BETWEEN MANY GENEROUS, CIVIC-MINDED CITIZENS OF PLANT CITY AND THE DEDICATED FINANCIAL SUPPORT OF THE FLORIDA BAPTIST CHURCH CONVENTION. ITS MISSION HAS ALWAYS CENTERED AROUND SERVICE, COMPASSIONATE CARE AND TREATING INDIVIDUALS WITH DIGNITY AND RESPECT. PAIR THOSE VALUES WITH THE ADVANCED MEDICAL TECHNOLOGIES AND OUTSTANDING PHYSICIANS YOU'LL FIND AT SOUTH FLORIDA BAPTIST HOSPITAL TODAY AND THE RESULT IS THE EXCEPTIONAL CARE WE DELIVER TO OUR PATIENTS EVERY DAY. WHETHER IT IS FINANCIAL ASSISTANCE FOR MEDICAL CARE FOR THE UNINSURED OR UNDERINSURED, DONATED RESOURCES TO LOCAL NON-PROFITS OR EDUCATION CLASSES AND SUPPORT GROUPS HOSTED BY OUR TEAM AT SOUTH FLORIDA BAPTIST HOSPITAL, WE SELFLESSLY GIVE BACK TO IMPROVE THE HEALTH OF THE COMMUNITY THAT SURROUNDS THE HOSPITAL. COMMUNITY INVOLVEMENT: The majority of the South Florida Baptist Hospital Board of Trustees is comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community. IN ADDITION, A DIVERSE GROUP OF LEADERS SERVE ON A HOSPITAL-SPECIFIC BOARD OFFERING LOCAL INPUT AND OVERSIGHT TO HOSPITAL OPERATIONS. SOUTH FLORIDA BAPTIST HOSPITAL TEAM MEMBERS AND LEADERSHIP SERVE ON LOCAL BOARDS INCLUDING THE PLANT CITY ECONOMIC DEVELOPMENT COUNCIL, THE CHAMBER OF COMMERCE, THE UNITED FOOD BANK, THE YMCA, THE KIWANIS CLUB AND THE ROTARY CIVIC CLUB. CONDUIT FOR USING DONATED FUNDS: BAYCARE HAS RECEIVED FUNDING FROM ALLEGANY FRANCISCAN MINISTRIES TO PROVIDE CAPACITY AND SUPPORT TO OUR FAITH COMMUNITY NURSING PROGRAM TO REDUCE UNNECESSARY HOSPITAL UTILIZATION AND IMPROVE HEALTH OUTCOMES FOR PARTICIPANTS. FUNDING OF $110,000 AWARDED IN 2020 SUPPORTS THIS WORK ACROSS BAYCARE HEALTH SYSTEM. BAYCARE HAS ALSO RECEIVED FUNDING FROM ALLEGANY FRANCISCAN MINISTRIES TO PROVIDE ASSISTANCE TO THOSE WHO FACE FINANCIAL BARRIERS IN GETTING THEIR NEEDED PRESCRIPTION MEDICATIONS. MEDICATION ASSISTANCE COORDINATORS WORK WITH PATIENTS TO DETERMINE IF THERE ARE VOUCHERS AVAILABLE OR WORK WITH THE PATIENT'S DOCTOR TO SEE IF A MORE COST EFFECTIVE, ALTERNATIVE MEDICATION IS AVAILABLE. ANNUAL FUNDING OF $65,000 PROVIDES SUPPORT FOR THIS PROGRAM ACROSS BAYCARE HEALTH SYSTEM. THE FLORIDA DEPARTMENT OF HEALTH PROVIDES FUNDING SUPPORT FOR THE GETTIN' REAL PROGRAM THAT EMPLOYS A COMPREHENSIVE, COLLABORATIVE COMMUNITY-BASED APPROACH TO ADDRESS DISPARITIES IN THE HEALTH OUTCOMES OF MINORITY POPULATIONS RELATED TO DIABETES AND CARDIOVASCULAR DISEASE ACROSS PINELLAS AND HILLSBOROUGH COUNTIES. THROUGH FUNDING SUPPORT, BAYCARE PROVIDED SCREENINGS TO 911 INDIVIDUALS, LIFESTYLE-CHANGE PROGRAMMING FOR 128 ADULTS (GET INTO FITNESS TODAY, NATIONAL DIABETES PREVENTION PROGRAM, OR DIABETES EDUCATION EMPOWERMENT PROGRAM) AND INSTRUCTOR-LED PHYSICAL ACTIVITY TO ACHIEVE THE BEST POSSIBLE RESULTS FOR THE MOST VULNERABLE. ECONOMIC IMPACT: THERE ARE 768 EXTRAORDINARY SOUTH FLORIDA BAPTIST TEAM MEMBERS AND 320 PHYSICIANS, WHO TOGETHER BRING THE SOUTH FLORIDA BAPTIST HOSPITAL MISSION TO LIFE. BY INVITING THE NEXT GENERATION OF HEALTH CARE WORKERS TO LEARN FROM THE SKILL AND EXPERTISE OF OUR CURRENT TEAM MEMBERS, SOUTH FLORIDA BAPTIST HOSPITAL PROVIDES VALUABLE BENEFIT TO THE COMMUNITY. IN 2020, 231 STUDENTS FROM SEVERAL LOCAL HIGH SCHOOLS, COMMUNITY COLLEGES AND UNIVERSITIES EARNED REQUIRED INTERNSHIP HOURS THROUGH OUR HEALTH CARE PROFESSIONALS' PARTNERSHIPS. RECOGNITION: SOUTH FLORIDA BAPTIST HOSPITAL INDIVIDUAL RECOGNITION: *PRIMARY STROKE CERTIFICATION BY DNV GL HEALTHCARE, A PRESTIGIOUS INTERNATIONAL ACCREDITING BODY THAT EMPHASIZES CLINICAL BEST PRACTICES AND A DISCIPLINED MANAGEMENT SYSTEM *THE GET WITH THE GUIDELINES STROKE AWARD - GOLD PLUS WITH TARGET: TYPE 2 DIABETES HONOR ROLL FROM THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION *EARNED TOP 20 PERCENT RANKING IN ITS PEER GROUP IN THE FORTUNE/IBM WATSON HEALTH TOP HOSPITALS LIST BASED ON 2020 DATA. BAYCARE RECOGNITION THAT INCLUDES SOUTH FLORIDA BAPTIST HOSPITAL: *BAYCARE WAS NAMED ONE OF THE BEST COMPANIES TO WORK FOR IN THE COUNTRY BY GREAT PLACE TO WORK AND FORTUNE FOR THE THIRD YEAR IN A ROW. IN 2020, WE RANKED 37 OUT OF 100 COMPANIES. BAYCARE WAS ALSO NAMED: *FORTUNE BEST WORKPLACES IN HEALTH CARE AND BIOPHARMA 2020 *FORTUNE BEST WORKPLACES FOR MILLENNIALS 2020 *FORTUNE BEST WORKPLACES FOR WOMEN 2020 *GREAT PLACE TO WORK'S BEST WORKPLACES FOR PARENTS 2020 *BAYCARE WAS ALSO NAMED BY THE REGIONAL NEWSPAPER, TAMPA BAY TIMES, AS A TOP WORKPLACE. WE RANKED 17 OUT OF 25 LARGE COMPANIES, MAKING IT THE SIXTH YEAR IN A ROW ON THIS RESPECTED LOCAL LIST. *FOR THE SECOND YEAR IN A ROW, IBM WATSON HEALTH LISTED BAYCARE IN THE TOP 20% OF LARGE HEALTH SYSTEMS IN THE COUNTRY. *IN SEPTEMBER 2020, BAYCARE MADE THE PEOPLE 2020 COMPANIES THAT CARE LIST. THIS LIST RECOGNIZED COMPANIES THAT SUPPORTED TEAM MEMBERS AND THE COMMUNITY DURING THE COVID-19 PANDEMIC. *IN LATE 2020, BAYCARE WAS GRANTED INITIAL ACCREDITATION BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) AS A SPONSORING INSTITUTION OF GRADUATE MEDICAL EDUCATION. RESPONDING TO NEEDS: THE COVID-19 PANDEMIC HAS REAFFIRMED THE GREAT PRIVILEGE AND RESPONSIBILITY BAYCARE HAS AS WEST CENTRAL FLORIDA'S LARGEST COMMUNITY-OWNED, NOT-FOR-PROFIT HEALTH SYSTEM. THE DISRUPTIONS TO THE HEALTH CARE INDUSTRY WERE IMMEDIATE AND ACUTE. ONE OF THE MOST IMMEDIATE WAS THE COLLAPSE OF SUPPLY LINES FOR PERSONAL PROTECTIVE EQUIPMENT (PPE). WHILE U.S. HEALTH CARE SYSTEMS SCRAMBLED TO FIND NEW SUPPLIERS, BAYCARE TEAM MEMBERS VOLUNTEERED TO MAKE MASKS AND FACE SHIELDS BY HAND IN A LARGE SEWING ROOM SET UP AT SYSTEM HEADQUARTERS. THE PANDEMIC PUSHED HEALTH CARE SYSTEMS INTO AN ARENA PREVIOUSLY OCCUPIED PRIMARILY BY GOVERNMENT AND LOCAL HEALTH DEPARTMENTS: PUBLIC HEALTH. BAYCARE STOOD UP SOME OF THE FIRST DRIVE-THROUGH TESTING FACILITIES IN THE REGION, CREATED WEB-BASED SYMPTOM CHECKERS AND CALL CENTERS SO PEOPLE COULD ASK QUESTIONS ABOUT THE VIRUS LAUNCHED VACCINE CLINICS, AND ADVISED SCHOOLS AND BUSINESSES ABOUT HOW TO SAFELY REOPEN. SOUTH FLORIDA BAPTIST HOSPITAL IS COMMITTED TO PROVIDING FINANCIAL AND OTHER SUPPORT TO NOT-FOR-PROFIT ORGANIZATIONS WHOSE MISSIONS ARE TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY. IN 2020, SOUTH FLORIDA BAPTIST HOSPITAL PROVIDED FUNDING TO COMMUNITY-BASED ORGANIZATIONS INCLUDING: *GRACEPOINT - IN 2020, ST. JOSEPH'S HOSPITAL AND SOUTH FLORIDA BAPTIST HOSPITAL AWARDED GRACEPOINT $37,500 TO FACILITATE COMMUNITY COORDINATION OF PARTICIPATING AGENCIES AND COORDINATED CARE FOR TARGETED HIGH-UTILIZERS OF EMERGENCY DEPARTMENT AND LAW ENFORCEMENT SERVICES WHO SUFFER FROM HOMELESSNESS AND BEHAVIORAL HEALTH CHALLENGES. *SALVATION ARMY - SOUTH FLORIDA BAPTIST HOSPITAL PROVIDED APPROXIMATELY $26,000 TO THE SALVATION ARMY TO PROVIDE EMERGENCY SHELTER SERVICES INCLUDING 3 MEALS A DAY FOR 30 NIGHTS TO THE HOMELESS TO ENSURE ACCESS TO A SAFE, SUPPORTIVE ENVIRONMENT FOR SUBSTANCE MISUSE PATIENTS. *TAMPA BAY THRIVES - IN RESPONSE TO ADDRESSING MENTAL HEALTH AND SUBSTANCE USE ISSUES ACROSS THE REGION, SOUTH FLORIDA BAPTIST HOSPITAL PROVIDED $324,000 TO SUPPORT THE WORK OF TAMPA BAY THRIVES IN 2020. THE AREAS OF FOCUS FOR TAMPA BAY THRIVES INCLUDE: *NAVIGATION: 24/7 PHONE ACCESS TO BEHAVIORAL HEALTH NAVIGATION STAFFED BY MENTAL HEALTH PROFESSIONALS WHO WILL ASSESS NEEDS AND DIRECT PEOPLE TO GET THE RIGHT HELP. *ACCESS: VIRTUAL SHORT-TERM COUNSELING WITH LICENSED MENTAL HEALTH PROFESSIONALS FOR THOSE WHO NEED IMMEDIATE ATTENTION AS THEY WAIT FOR FUTURE APPOINTMENTS WITH LOCAL PROVIDERS. *AWARENESS: REMOVING THE STIGMA OF SEEKING MENTAL HEALTH TREATMENT SO THOSE IN NEED FEEL AS COMFORTABLE SEEKING TREATMENT AS THEY WOULD FOR PHYSICAL HEALTH CONCERNS. IN 2020 ACROSS BAYCARE, OUR FINANCIAL ASSISTANCE TEAM MEMBERS WORKED HARD TO OVERCOME THE CHALLENGES THE COVID PANDEMIC PRESENTED. DESPITE LOWER VOLUMES IN ALL OF OUR FACILITIES, OUR TEAM COMPLETED APPROXIMATELY 35,000 APPLICATIONS FOR OUR UNINSURED PATIENTS AND ASSISTED APPROXIMATELY 56,000 INDIVIDUALS, PROVIDING SUPPORT IN OVERCOMING BARRIERS TO ACCESSING HEALTH CARE. THROUGH BAYCARE'S PARTNERSHIP WITH UBER TECHNOLOGIES, A NON-EMERGENCY TRANSPORTATION SOLUTION IS PROVIDED FOR LOW-INCOME PATIENTS ACROSS BAYCARE'S FOUR-COUNTY SERVICE AREA. IN 2020, THE PROGRAM PROVIDED 9,792 RIDES TO DISCHARGED PATIENTS. (CONTINUED) Schedule H, Part VI, Line 6 Affiliated health care system BAYCARE HEALTH SYSTEM, HEADQUARTERED IN CLEARWATER, FLORIDA, IS A LEADING, NOT-FOR-PROFIT HEALTH CARE SYSTEM THAT CONNECTS INDIVIDUALS AND FAMILIES TO A WIDE RANGE OF SERVICES AT 15 HOSPITALS AND HUNDREDS OF OTHER CONVENIENT LOCATIONS THROUGHOUT THE TAMPA BAY AND WEST CENTRAL FLORIDA REGIONS. INPATIENT AND OUTPATIENT SERVICES INCLUDE ACUTE CARE, PRIMARY CARE, IMAGING, LABORATORY, BEHAVIORAL HEALTH, HOME CARE AND URGENT CARE. BAYCARE'S 2020 REPORT TO THE COMMUNITY CAN BE VIEWED AT BAYCARE.ORG/ANNUALREPORT. BAYCARE'S 15 HOSPITALS ARE BAYCARE ALLIANT, BARTOW REGIONAL MEDICAL CENTER, MEASE COUNTRYSIDE, MEASE DUNEDIN, MORTON PLANT, MORTON PLANT NORTH BAY, ST. ANTHONY'S, ST. JOSEPH'S, ST. JOSEPH'S CHILDREN'S, ST. JOSEPH'S WOMEN'S, ST. JOSEPH'S-NORTH, ST. JOSEPH'S-SOUTH, SOUTH FLORIDA BAPTIST, WINTER HAVEN AND WINTER HAVEN WOMEN'S. (IN CERTAIN CASES, HOSPITAL LOCATIONS WITH THE SAME TAX IDENTIFICATION AND STATE LICENSE NUMBER ARE LISTED AS ONE FACILITY ON FORM 990, SCHEDULE H, CONSISTENT WITH IRS REPORTING GUIDELINES.) BAYCARE WAS FOUNDED IN 1997 AFTER LEADERS OF SEVERAL OF THE AREA'S INDEPENDENT, NOT-FOR-PROFIT HOSPITALS BEGAN DISCUSSING WAYS TO ENSURE THAT HIGH-QUALITY, NOT-FOR-PROFIT HEALTH CARE WOULD REMAIN A VIABLE OPTION FOR THE TAMPA BAY COMMUNITY FOR DECADES TO COME. THE FOUNDING HOSPITALS AGREED TO SACRIFICE SOME OF THEIR AUTONOMY TO BE OPERATED BY A NEW ENTITY, BAYCARE. WITH $4.4 BILLION IN OPERATING REVENUE IN 2020, BAYCARE IS NOW A FULLY INTEGRATED HEALTH SYSTEM DEDICATED TO PROVIDING HIGH-QUALITY, COMPASSIONATE CARE TO ALL WE SERVE, REGARDLESS OF THEIR ABILITY TO PAY. BAYCARE HAS 3,805 HOSPITAL BEDS, 19 URGENT CARE CENTERS, 4 SURGERY CENTERS, 13 OUTPATIENT IMAGING FACILITIES, 162 PHYSICIAN PRACTICE LOCATIONS AND 36 WALK-IN CARE STATIONS IN PUBLIX SUPERMARKETS. BAYCARE ANNUALLY GENERATES $8.5 BILLION IN ECONOMIC IMPACT IN THE REGION AND STATE. BAYCARE IS ONE OF THE LARGEST EMPLOYERS IN THE TAMPA BAY AREA, WITH 28,357 TEAM MEMBERS. DURING 2020, BAYCARE PROVIDED $618.9 MILLION IN BENEFITS FOR ITS EMPLOYEES, INCLUDING MORE THAN $198.7 MILLION IN RETIREMENT, $165.6 MILLION IN HEALTH INSURANCE, $157.7 MILLION IN PAID TIME OFF AND $42.2 MILLION IN EDUCATION AND DEVELOPMENT. IN 2020, BAYCARE WAS NAMED AMONG PEOPLE COMPANIES THAT CARE BY GREAT PLACE TO WORK AND PEOPLE MAGAZINE FOR SUPPORTING TEAM MEMBERS AND THE COMMUNITY DURING THE PANDEMIC. BAYCARE ALSO RECEIVED THESE NATIONAL AND LOCAL WORKPLACE AWARDS: FORTUNE MAGAZINE'S 100 BEST COMPANIES TO WORK FOR 2020, BEST WORKPLACES IN HEALTH CARE AND BIOPHARMA 2020, BEST WORKPLACES FOR MILLENNIALS 2020, AND BEST WORKPLACES FOR WOMEN 2020; GREAT PLACE TO WORK'S BEST WORKPLACES FOR PARENTS 2020; AND FOR THE SIXTH YEAR IN A ROW, BAYCARE MADE THE TOP WORKPLACES LIST OF THE TAMPA BAY TIMES NEWSPAPER. IN 2020, BAYCARE PROVIDED $445 MILLION IN TOTAL COMMUNITY BENEFIT, INCLUDING $306 MILLION IN MEDICAID AND OTHER INCOME-BASED PROGRAMS, $83 MILLION IN TRADITIONAL CHARITY CARE AND $56 MILLION IN UNBILLED COMMUNITY SERVICES, ALL MEASURED IN UNREIMBURSED COSTS. THE COMMUNITY HEALTH NEEDS ASSESSMENT CONDUCTED IN 2019 IDENTIFIED FOOD INSECURITY AS ONE OF THE TOP ISSUES FACED BY INDIVIDUALS AND FAMILIES ACROSS TAMPA BAY AND WEST CENTRAL FLORIDA. IN ADDRESSING THIS NEED, WHICH WAS EXACERBATED BY THE PANDEMIC, BAYCARE BEGAN A PARTNERSHIP WITH NOT-FOR-PROFIT FEEDING TAMPA BAY. IN 2020, BAYCARE COMMITTED $400,000 TO LOCATING FOOD PANTRIES IN 16 SCHOOLS WHERE HUNGER IS AN ISSUE. BAYCARE HOSPITAL CARE COORDINATORS ALSO BEGAN ASKING PATIENTS IF THEY WOULD HAVE ACCESS TO HEALTHY FOOD AFTER DISCHARGE. IF THEY SAY NO, BAYCARE PROVIDES A TWO- TO THREE-DAY SUPPLY OF NON-PERISHABLE FOOD ALONG WITH CONTACT INFORMATION FOR NEARBY FOOD PANTRIES. BAYCARE ALSO JOINED THE FOODRX PROGRAM OF FEEDING TAMPA BAY, WHICH GIVES FOOD-INSECURE PATIENTS WITH CERTAIN CHRONIC CONDITIONS THE OPPORTUNITY TO SHOP FOR HEALTHY FOODS IN A MOBILE GROCERY STORE. BAYCARE'S FINANCIAL STRENGTH, THE EFFICIENCIES GAINED FROM ITS OPERATING MODEL, ITS VISIONARY LEADERSHIP, THE HARD WORK OF ITS TEAM MEMBERS, AND ITS DETERMINATION TO PROVIDE EXCEPTIONAL CARE TO ITS PATIENTS HELPED BAYCARE IN 2020 RETAIN ITS RANKING IN THE TOP 20% OF LARGE U.S. HEALTH SYSTEMS BY IBM WATSON HEALTH. TWENTY-FOUR YEARS AFTER IT WAS CREATED, BAYCARE IS ACHIEVING THE GOAL OF ITS FOUNDERS TO PRESERVE NOT-FOR-PROFIT HEALTH CARE FOR THE COMMUNITIES OF TAMPA BAY AND WEST CENTRAL FLORIDA, AND IT IS FULFILLING ITS MISSION AS AN ORGANIZATION TO "IMPROVE THE HEALTH OF ALL WE SERVE THROUGH COMMUNITY-OWNED SERVICES THAT SET THE STANDARD FOR HIGH-QUALITY, COMPASSIONATE CARE." true WEST CENTRAL FLORIDA MENTAL WELLNESS COALITION 1002B SChurch Ave PO Box 18051 Tampa FL 33679 843036723 501(c)(3) 144900 Access to Mental Health Services SALVATION ARMY 5631 Van Dyke Road Lutz FL 33558 580660607 501(c)(3) 26672 Access to Healthcare 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. South Florida Baptist Hospital, Inc. CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. WE STRIVE TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. TYPICALLY, MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR LOCAL COMMUNITY RECEIVES FROM THESE CONTRIBUTIONS. false true false false false false false false false GLENN WATERS TRUSTEE/EVP, COO BAYCARE 0 1007493 0 503000 0 411558 0 20889 0 44169 0 1987109 0 95961 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0 428393 0 157910 0 119662 0 39343 0 13921 0 759229 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 0 394315 0 142745 0 10006 0 69342 0 30767 0 647175 0 0 JACQUES VASCONCELLOS FORMER DIR OPERATIONS SOUTH FL BAPTIST HOSP 0 199426 0 24900 0 8159 0 10992 0 29283 0 272759 0 0 KAREN KERR VP/PRESIDENT SFBH & BRMC 0 292120 0 110416 0 75888 0 21772 0 30833 0 531030 0 0 MERCY NINAN MANAGER PHARMACY 178580 0 15923 0 3573 0 9938 0 41590 0 249605 0 0 0 BETH TANCREDO DIR, OPERATIONS SOUTH FL BAPTIST HOSP 153240 0 19823 0 3378 0 8390 0 15313 0 200143 0 0 0 JUNE RAMSEY DIR, PATIENT SERVICES SOUTH FL BAPTIST HOSP 150481 0 19722 0 1070 0 7502 0 6862 0 185637 0 0 0 GAYA SALYER CLINICAL PHARMACIST 154269 0 9802 0 7457 0 8708 0 33719 0 213955 0 0 0 DOUGLAS BROWN PHARMACY CLINICAL COORD 155066 0 752 0 255 0 8202 0 32009 0 196284 0 0 0 MICHELLE CORMIER-BOECKLE NEONATAL NURSE PRACTITIONER 90392 0 66651 0 1860 0 5286 0 7097 0 171286 0 0 0 LYNN KLIEM NEONATAL NURSE PRACTITIONER 126600 0 23102 0 380 0 6864 0 6917 0 163863 0 0 0 SEAN USTIC CLINICAL PHARMACIST 145732 0 1027 0 4843 0 0 0 11154 0 162756 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish the CEO's compensation of the filing organization. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Glenn Waters - Participated in a supplemental nonqualified deferred compensation plan. He had $348,372 in benefits vest in 2020. This amount is included in Part II (B)(iii) Other Compensation. The plan made cash distribution of $137,085 in 2020. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $72,191 in benefits vest in 2020. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $28,407 in 2020. Karen Kerr - Participated in a supplemental nonqualified deferred compensation plan. She had $48,940 in benefits vest in 2020. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $19,258 in 2020. Ron Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $55,092 of nonvested benefits accrue during 2020. This amount is included in Part II (C) Retirement and other deferred compensation. SHERRI ELKINS FAMILY MEMBER OF JUNE RAMSEY 73592 SHERRI ELKINS IS A FAMILY MEMBER OF JUNE RAMSEY, A KEY EMPLOYEE OF THE FILING ORGANIZATION. SHERRI ELKINS WAS PAID REASONABLE COMPENSATION AS AN EMPLOYEE OF THE FILING ORGANIZATION. false Form 990, Part V, Line 1a Number in Box 3 of Form 1096 THE TOTAL NUMBER FROM BOX 3 OF FORM 1096 IS REPORTED BY BAYCARE HEALTH SYSTEM, INC, EIN 59-2796965, A RELATED ORGANIZATION THAT PROCESSES FORMS 1099 FOR ITS AFFILIATES. SUCH REPORTING ALIGNS THE FORM 1096, BOX 3 REPORTING TO THE ISSUING EIN. Form 990, Part VI, Line 15a Process for determining compensation THE FILING ORGANIZATION DOES NOT DIRECTLY COMPENSATE SOME OF ITS TOP MANAGEMENT EMPLOYEES; RATHER COMPENSATION IS PAID BY A RELATED ORGANIZATION THAT FOLLOWS THE COMPENSATION POLICY OF THE INDEPENDENT COMPENSATION COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE'S PURPOSE IS TO PROVIDE OVERSIGHT FOR THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM, REVIEW AND APPROVE COMPENSATION AND BENEFITS FOR ALL "DISQUALIFIED PERSONS" SUBJECT TO THE INTERMEDIATE SANCTIONS REGULATIONS ISSUED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE (INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER, OTHER SYSTEM AND ENTITY EXECUTIVES, AND OTHER DISQUALIFIED PERSONS AS DEFINED IN THE INTERMEDIATE SANCTIONS REGULATIONS (I.E., VOTING MEMBERS OF THE GOVERNING BODY, FAMILY MEMBERS, FORMER OFFICERS), AND ESTABLISH THE COMPENSATION PHILOSOPHY FOR ALL OTHER EXECUTIVES. THIS COMMITTEE ENGAGES NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS TO ASSIST THEM IN REVIEW OF EXECUTIVE COMPENSATION. THE COMPENSATION CONSULTANTS PROVIDE A REVIEW OF EACH VICE PRESIDENT AND ABOVE IN THE SYSTEM TO DETERMINE IF THAT EMPLOYEE'S COMPENSATION IS REASONABLE WHEN COMPARED AGAINST MARKET STANDARDS. THE DATA REVIEWED COMES FROM COMPENSATION STUDIES THAT INCLUDE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE ORGANIZATION KEEPS CONTEMPORANEOUS MINUTES OF THE COMPENSATION COMMITTEE'S MEETINGS AND DECISIONS. EXTERNAL CONSULTANTS REVIEW COMPENSATION EVERY OTHER YEAR, THE LAST REVIEW OCCURING IN 2019, BUT THE COMPENSATION COMMITTEE REGULARLY MONITORS COMPENSATION AND ALL OTHER PROCEDURES ARE FOLLOWED ANNUALLY. Form 990, Part VI, Line 15b Process for determining compensation SEE NARRATIVE FOR PART VI, LINE 15A Form 990, Part VI, Line 6 Classes of members or stockholders THE MEMBERS OF SOUTH FLORIDA BAPTIST HOSPITAL, INC. CONSIST OF TWENTY-ONE PERSONS, WHO SHALL BE MEMBERS OF MISSIONARY BAPTIST CHURCHES IN FLORIDA, AFFILIATED WITH THE FLORIDA BAPTIST CONVENTION AND THE SOUTHERN BAPTIST CONVENTION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body SOUTH FLORIDA BAPTIST HOSPITAL, INC (SFBH) IS A HOSPITAL PARTICIPANT IN THE SECOND RESTATED JOINT OPERATING AGREEMENT DATED AS OF MAY 23, 2006 AS AMENDED (THE "JOA"). PER THE AGREEMENT, SFBH IS ORGANIZED INTO THE ST. JOSEPH'S-BAPTIST COMMUNITY HEALTH ALLIANCE AND GOVERNED BY ITS BOARD. THE GOVERNING BOARD OF THE ST. JOSEPH'S BAPTIST COMMUNITY HEALTH ALLIANCE WILL CONSIST OF TWENTY MEMBERS, FIFTEEN APPOINTED BY TRINITY HEALTH AND FIVE APPOINTED BY SOUTH FLORIDA. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE TAXPAYER IS A PARTICIPANT, AS DEFINED IN THE SECOND RESTATED JOINT OPERATING AGREEMENT DATED AS OF MAY 23, 2006, AS AMENDED (THE "JOA"). UNDER THE JOA, BAYCARE HEALTH SYSTEM, INC. IS RESPONSIBLE FOR THE OPERATIONS OF THE PARTICIPANTS. THE JOA PARTICIPANTS INCLUDE THE TAXPAYER AND OTHER HOSPITALS AND NON-HOSPITAL ORGANIZATIONS. NOTICE OF THE JOA WAS PREVIOUSLY PROVIDED TO THE INTERNAL REVENUE SERVICE BY LETTER DATED JULY 1, 1997. THE FOLLOWING ARE RIGHTS GRANTED TO THE MEMBERS OF SOUTH FLORIDA BAPTIST HOSPITAL: SECTION 2. MEMBER RESERVED RIGHTS. THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY OR UNDER THE DIRECTION OF THE BOARD OF DIRECTORS OF THE CORPORATION EXCEPT THAT THE MEMBER RESERVES TO ITSELF IN ITS CAPACITY AS THE CORPORATE MEMBER OF THE CORPORATION THE FOLLOWING TWO CATEGORIES OF ACTIONS: A. CLASS I MEMBER RESERVED RIGHTS. 1. ADDITION, DELETION OR RECONFIGURATION OF SERVICES OF THE CORPORATION. 2. ESTABLISHMENT OF OVERALL CAPITAL AND OPERATING BUDGETS AND STRATEGIC PLANS APPLICABLE TO THE CORPORATION, INCLUDING THE USE OF THE FUNDS OF THE CORPORATION. 3. EXCLUSIVE AUTHORITY TO ENTER INTO MANAGED CARE CONTRACTS ON BEHALF OF THE CORPORATION. 4. APPROVAL OF CONTRACTS ON BEHALF OF THE CORPORATION (BUT THE CLASS I MEMBER MAY ESTABLISH POLICIES FROM TIME TO TIME PROVIDING THAT ONLY SPECIFIC TYPES OF CONTRACTS OR CONTRACTS INVOLVING OBLIGATIONS IN EXCESS OF SPECIFIED LEVELS NEED TO BE APPROVED BY THE CLASS I MEMBER). 5. AUTHORITY TO ESTABLISH FEES AND CHARGES ON BEHALF OF THE CORPORATION. 6. DETERMINATION OF WHETHER THE CORPORATION SHOULD JOIN ANY NETWORKS OR ALTERNATIVE OR INTEGRATED DELIVERY SYSTEMS. 7. ESTABLISHMENT OF EMPLOYMENT AND OTHER POLICIES APPLICABLE TO ALL PERSONNEL EMPLOYED BY THE CORPORATION. 8. APPROVAL OF THE PHILOSOPHY, MISSION STATEMENT AND PURPOSES OF THE CORPORATION. 9. APPROVAL OF CHANGES IN THE ARTICLES OF INCORPORATION OR IN THE BYLAWS OF THE CORPORATION. 10. APPROVAL OF THE MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF SUBSTANTIALLY ALL ASSETS OF THE CORPORATION, OR OTHER CHANGE IN CORPORATE FORM, CAUSING A FUNDAMENTAL REORGANIZATION OF THE CORPORATION. 11. APPROVAL OF THE INCURRENCE OF INDEBTEDNESS BY THE CORPORATION ABOVE CERTAIN LIMITS ESTABLISHED BY THE CLASS I MEMBER. 12. APPROVAL OF THE ESTABLISHMENT OF ADDITIONAL AFFILIATES OR SUBSIDIARIES OF THE CORPORATION. 13. ADOPTION OF STRATEGIC PLANS OR MAJOR CHANGES IN PROGRAMS OR SERVICES OF THE CORPORATION. 14. APPROVAL OF THE PURCHASE, SALE, TRANSFER, OR OTHER ENCUMBRANCE OF ASSETS OF THE CORPORATION ABOVE SPECIFIED LEVELS ESTABLISHED BY THE CLASS I MEMBER. B. CLASS II MEMBER RESERVED RIGHTS. 1. APPROVAL OF THE PHILOSOPHY, MISSION STATEMENT AND PURPOSES OF THE CORPORATION. 2. APPROVAL OF THE MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF SUBSTANTIALLY ALL ASSETS OF THE CORPORATION, OR OTHER CHANGE IN CORPORATE FORM, CAUSING A FUNDAMENTAL REORGANIZATION OF THE CORPORATION. 3. APPROVAL OF THE CLOSURE OF A HOSPITAL FACILITY OF THE CORPORATION. 4. CHANGE IN THE NAME OF THE HOSPITAL FACILITY OF THE CORPORATION. 5. APPROVAL OF SUBSTANTIVE CHANGES IN THE ARTICLES OF INCORPORATION OF THE CORPORATION AND THESE AMENDED AND RESTATED BYLAWS. 6. WITH REGARD TO ANY ASSETS OF THE CORPORATION NO LONGER REQUIRED IN THE OPERATIONS OF THE CORPORATION, APPROVAL OF ANY SALE OR OTHER DISPOSITION OF ANY ASSETS NOT IN THE ORDINARY COURSE WHICH HAVE A VALUE IN EXCESS OF $3 MILLION, AND WITH REGARD TO ALL OTHER ASSETS OF THE CORPORATION USED IN THE OPERATIONS OF THE CORPORATION, APPROVAL OF ANY SALE OR OTHER DISPOSITION OF SUCH ASSETS NOT IN THE ORDINARY COURSE (BUT THE FOREGOING IS NOT INTENDED TO LIMIT ANY TRANSFER OF THE LOCATION OF THE ASSETS FROM THE CORPORATION TO ANOTHER ENTITY IN CONNECTION WITH A DULY AUTHORIZED RECONFIGURATION OF SERVICES). Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is prepared by the organization and reviewed by the CFO as well as the organization's paid preparer. Prior to filing with the IRS, a final copy of the form 990 is made available to the entire Board. Form 990, Part VI, Line 12c Conflict of interest policy SOUTH FLORIDA BAPTIST HOSPITAL, INC. HAS TWO SEPARATE CONFLICT OF INTEREST PROCEDURES; ONE THAT RELATES TO BOARD MEMBERS AND ANOTHER THAT RELATES TO NON-BOARD MEMBER EMPLOYEES. BOTH GROUPS ARE REQUIRED ON AN ANNUAL BASIS TO COMPLETE, SIGN AND FILE AN ANNUAL DISCLOSURE STATEMENT DETAILING EXISTING OR POTENTIAL CONFLICTS OF INTERESTS. DISCLOSURE REQUIREMENTS OF BOARD AND COMMITTEE MEMBERS PRIOR TO ANY AND ALL BOARD OR COMMITTEE MEETINGS, EACH BOARD/COMMITTEE MEMBER SHALL REVIEW THE MEETING AGENDA FOR ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IN THE EVENT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ASSOCIATED WITH ANY AGENDA ITEM IS CONCLUDED BY A BOARD/COMMITTEE MEMBER AFTER SUCH REVIEW, THE IMPACTED BOARD/COMMITTEE MEMBER SHALL INFORM THE BOARD/COMMITTEE CHAIRPERSON OF THE CONFLICT IN ADVANCE OF THE MEETING. REQUIRED ACTION AFTER DISCLOSURE OF THE BOARD/COMMITTEE MEMBER'S ACTUAL OR POTENTIAL CONFLICT TO THE BOARD/COMMITTEE CHAIRPERSON AS SET FORTH ABOVE, THE FOLLOWING PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST WILL BE ADHERED TO BY EACH BOARD AND ALL COMMITTEES WITHOUT EXCEPTION: 1. THE BOARD/COMMITTEE CHAIRPERSON SHALL, UPON DISCLOSURE BY AN IMPACTED BOARD/COMMITTEE MEMBER, HAVE THE DISCRETION (BASED UPON THE SEVERITY OF THE ACTUAL OR POTENTIAL CONFLICT) TO EXCUSE THE IMPACTED BOARD/COMMITTEE MEMBER FROM THE BOARD/COMMITTEE DISCUSSIONS ON THAT AGENDA ITEM. 2. REGARDLESS OF WHETHER THE IMPACTED BOARD/COMMITTEE MEMBER IS ASKED TO LEAVE THE ROOM DURING THE AGENDA ITEM DISCUSSION, THE BOARD/COMMITTEE CHAIRPERSON SHALL NOTIFY ALL BOARD/COMMITTEE MEMBERS OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO EVERYONE IS AWARE OF THE SAID CONFLICT BEFORE ANY DISCUSSIONS AND/OR VOTE ON THE MATTER. 3. THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE BAYCARE ENTITY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM AN INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY AVAILABLE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE BAYCARE ENTITY'S BEST INTEREST, AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO BAYCARE. AN INTERESTED BOARD/COMMITTEE SHALL NOT VOTE, PARTICIPATE IN, INFLUENCE, OR ATTEMPT TO INFLUENCE ANY DETERMINATION OR PROCEEDINGS. AS REQUESTED BY THE BOARD/COMMITTEE CHAIRPERSON, THE INTERESTED BOARD/COMMITTEE MEMBER MAY, HOWEVER, RESPOND TO QUESTIONS POSED BY THE BOARD/COMMITTEE REGARDING THE CONTRACT OR TRANSACTION. ANY SUCH CONTRACT OR TRANSACTION MUST BE AUTHORIZED BY A VOTE OF AT LEAST TWO-THIRDS (2/3) OF THE BOARD/ COMMITTEE MEMBERS ENTITLED TO VOTE AT A MEETING AT WHICH A QUORUM WAS PRESENT. ANY INTERESTED BOARD/COMMITTEE MEMBER MAY NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM. 5. THE MINUTES OF THE BOARD AND ALL COMMITTEES SHALL REFLECT THE FOLLOWING: A. THE NAME(S) OF THE BOARD/COMMITTEE MEMBER(S) WHO DISCLOSED OR WAS OTHERWISE FOUND TO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD/COMMITTEE CHAIRPERSON'S DECISION AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED. B. THE NAMES OF THE BOARD/COMMITTEE MEMBERS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN ON THE SUBJECT AT ISSUE. C. THE INTERESTED BOARD/COMMITTEE MEMBER'S REMOVAL FROM THE ROOM (IF REQUESTED BY THE CHAIRPERSON), EXCLUSION FROM VOTING AND PARTICIPATION IN DISCUSSIONS, AND THE EXISTENCE OF A PROPER QUORUM. FOR EMPLOYEES, THE REVIEW OF CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS GOES TO THE CONFLICT OF INTEREST DETERMINATION COMMITTEE. THIS COMMITTEE CONSISTS OF THE BAYCARE CHIEF COMPLIANCE OFFICER, THE CORPORATE RESPONSIBILITY OFFICERS, AND THE BAYCARE VICE PRESIDENT OF TEAM RESOURCES. THIS COMMITTEE SHALL DETERMINE IF AN ACTUAL CONFLICT EXISTS AND ANY ACTION REQUIRED TO ADDRESS THE CONFLICT OF INTEREST SITUATION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS AFFILIATE, BAYCARE HEALTH SYSTEM, INC. THE CONSOLIDATED FINANCIAL STATEMENTS OF BAYCARE HEALTH SYSTEM, INC. ARE AVAILABLE THROUGH EMMA FOR BOND INVESTORS. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE FILING OF THOSE DOCUMENTS WITH THE FLORIDA DEPARTMENT OF STATE AND CAN BE LOCATED AT SUNBIZ.ORG. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CONTRIBUTIONS RECORDED IN NET ASSETS - -372368; NET ASSET TRANSFERS PER JOA - 13875999; CHANGE IN NET ASSETS OF FOUNDATION - 1937546; JOHN KNOX VILLAGE OF TAMPA BAY INC 4100 FLETCHER AVE TAMPA FL 336134864 581377711 RETIRE CMMNTY FL 501(c)(3) 10 SJHCC false ST JOSEPH'S COMMUNITY CARE INC 3001 W DR MARTIN LUTHER KING JR TAMPA FL 336076307 593152608 MEDICAL ASST FL 501(c)(3) 10 SJHCC false ST ANTHONY'S PROFESSIONAL BUILDING & SE 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592018848 REAL ESTATE FL 501(c)(3) 10 SJHCC false ST JOSEPH'S HEALTH CARE CENTER INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592593686 SUPPORT SRVCS FL 501(c)(3) Type II NA false BAYCARE HEALTH SYSTEM INC 2985 DREW ST CLEARWATER FL 337593012 592796965 SUPPORT SRVCS FL 501(c)(3) Type I NA false SOUTH FLORIDA BAPTIST HOSPITAL FOUND INC 301 N ALEXANDER STREET PLANT CITY FL 335634303 650598653 FUNDRAISING FL 501(c)(3) Type I NA true ST JOSEPH'S ENTERPRISES INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592822516 HEALTH INVEST FL 501(c)(3) Type II SJHCC false FRANCISCAN PROPERTIES 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 592822519 SUPPORTS SJH FL 501(c)(3) Type II SJHCC false ST JOSEPH'S HOSPITAL OF TAMPA FOUND INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 591100828 FUNDRAISING FL 501(c)(3) Type III-FI SJHCC false ST JOSEPH'S HOSPITAL INC 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 336076307 590774199 HEALTH SRVCS FL 501(c)(3) 3 NA false CARILLON SURGERY CENTER 900 CARILLON ST PETERSBURG FL 337051121 261116740 HEALTH SRVC FL NA N/A false false ST ANTHONY'S PHYSICIAN SURGERY CENTER 705 16TH ST N ST PETERSBURG FL 337051334 010861245 HEALTH SRVC FL NA N/A false false HEALTHPOINT MEDICAL GROUP INC 4902 EISENHOWER BLVD SUITE 300 TAMPA FL 336346344 593244268 PHYSICIAN GROUP FL NA C Corporation false false false true true false false false false true false true true true false true false false true true SOUTH FLORIDA BAPTIST HOSPITAL FOUNDATION INC C 372368 FMV