2021-08-09T12:06:08-05:00 2020-09-30 861065772 DELOITTE TAX LLP 7900 TYSONS ONE PLACE STE 800 MCLEAN VA 22102 990 2019-10-01 592447554 Bethesda Hospital Inc BETH 7866627000 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 JANETTE SANCHEZ CORP VP OF FINANCE 2021-08-09 true RACHEL KAUFMAN P01485017 7032511000 2019 2022-09-23 18:48:47Z Nelson Lazo 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 424918590 false X WWW.BETHESDAWEB.COM X 1959 FL See Form 990, Part III, Line 1 10 8 3186 193 538504 0 1287493 45689148 427054666 372693445 94439 155296 4137822 6161428 432574420 424699317 0 51595 0 147759779 163716082 0 0 250402022 254680010 398161801 418447687 34412619 6251630 253356090 331023091 115365483 186972253 137990607 144050838 See Schedule O false false 365476257 51595 372599756 BETHESDA 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, 2020, BAPTIST HEALTH PROVIDED PATIENT SERVICES TO THE SOUTH FLORIDA AREA WITH 96,306 ADULT ADMISSIONS, 525,931 PATIENT DAYS, AND 417,611 EMERGENCY ROOM VISITS. BETHESDA HOSPITAL ITSELF HAD 18,209 ADULT ADMISSIONS, 94,741 PATIENT DAYS, AND 70,276 EMERGENCY ROOM VISITS IN FY2020. DURING THAT SAME TIME PERIOD, BAPTIST HEATH URGENT CARE VISITS TOTALED 603,633, OUTPATIENT SURGERY CASES TOTALED 83,583, AND TOTAL OUTPATIENT VISITS WERE 1,514,712 SYSTEM-WIDE. BETHESDA HOSPITAL HAD 5,079 URGENT CARE VISITS, 5,009 OUTPATIENT SURGERY CASES, AND 116,246 OUTPATIENT VISITS IN FY2020. AS OF SEPTEMBER 30, 2020, THE SYSTEM HAD 2,745 LICENSED INPATIENT BEDS COMPRISED OF 2,560 ACUTE CARE BEDS. IN TOTAL, BAPTIST HEALTH PROVIDED MORE THAN $380,000,000 IN COMMUNITY BENEFIT DURING FY2020. WE PROVIDED CHARITY CARE VALUED AT $110,889,000 AS WELL AS $202,079,000 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 $39,623,000 TO THE INDIGENT CARE FUND AND EXPENDED $4,160,000 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. IN FY2020, BAPTIST HEALTH PROVIDED COMPREHENSIVE CARE TO PEOPLE WITH A LIFE THREATENING, CHRONIC OR DEBILITATING CONDITION THROUGH OUR PALLIATIVE CARE TEAM TOTALING $2,817,693. 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. ADDITIONALLY, WE PROVIDED $1,814,000 IN CONTINUING MEDICAL EDUCATION, $2,818,000 IN PALLIATIVE CARE, $190,000 IN CHAPLAINCY CARE, AND $1,409,104 IN UNFUNDED PATIENT CARE DURING FY2020. IN ADDITION TO THE HEALTH-RELATED BENEFITS LISTED ABOVE, BAPTIST HEALTH ALSO HAS A SIGNIFICANT AND POSITIVE FINANCIAL IMPACT ON OUR COMMUNITY. AS OF FY2020, BAPTIST HEALTH EMPLOYED MORE THAN 23,000 INDIVIDUALS, INCLUDING OVER 3,000 AT BETHESDA HOSPITAL. 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. BETHESDA HOSPITAL EAST AND HOSPITAL WEST, AS PART OF BAPTIST HEALTH, ARE COMMITTED TO MAKING A SIGNIFICANT, POSITIVE IMPACT ON THE COMMUNITY IT SERVES. 365476257 true true false false false false false false true true false false true true true false true false false false false false false false false true true false true true false false false false false false true false false false false false true true false false false true X 219 0 true 3186 true true true false false false false false false false false true false X 10 8 false false false false true true true true true false false true true true true true true false false true false X KEITH NILSSON 5617377733 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 Fred B Devitt JR ESQ Vice-Chairman 2.0 8.0 X X 0 0 0 George T Elmore Chairman 2.0 8.0 X X 0 0 0 Stormet C Norem Secretary 2.0 12.0 X X 0 0 0 Charlton E Stucken MD Vice-Chief Medical Staff, C.V. 2.0 0 X 9800 0 0 Gregory L Weekes Member 2.0 8.0 X 0 0 0 I Jeffrey Pheterson ESQ Member 2.0 12.0 X 0 0 0 Marie Bedner Member 2.0 8.0 X 0 0 0 Roberta Stokes Treasurer - BEG 10/2019 2.0 14.0 X 0 580 0 Steven Litinsky MD MBA Member 2.0 10.0 X 0 0 0 Todd Parnes DO Chief, Medical Staff, C.V. 2.0 0 X 30000 0 0 Joanne Aquilina VP of Finance/CFO - End 05/2020 2.0 56.0 X 0 517572 108541 Nelson Lazo CEO - Beg 12/2019 50.0 14.0 X 0 848150 115205 Roger L Kirk President - End 12/2019 2.0 62.0 X 0 1371329 25814 Daniel Goldman MD CMO 45.0 0 X 502629 0 19686 Dorothy Kerr Administrative Supervisor 45.0 0 X 176604 0 15946 Ela Lena VP of Operations - End 06/2020 45.0 6.0 X 436773 0 101306 Jorge Hoffman RN III - Specialist 45.0 0 X 181663 0 20459 Joshua Bailin MD Medical Director Quality 45.0 0 X 222588 0 20928 1560057 2737631 427885 157 false true false FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON FL 334310991 CLINICAL SERVICES 6390785 SHIFTWISE INC PO Box 70870 St Paul MN 551709705 CONTRACTING STAFF 2727649 CERNER HEALTH SERVICES INC PO BOX 959167 ST LOUIS MO 631959167 IS SUPPORT 2290119 CRITICAL CARE ASSOC OF SOUTH FLA INC PO Box 810097 Boca Raton FL 33481 PROF FEES-PHYSICIAN SERVICES 1900000 CROSS COUNTRY STAFFING PO BOX 404674 ATLANTA GA 303844674 CONTRACTING STAFF 908645 32 921967 44722181 45000 45689148 PATIENT SERVICE REVENU 622110 370871865 370871865 AFFILIATE PROGRAM REVE 518210 1283076 1283076 LAB SERVICE 621500 538504 538504 0 0 0 0 372693445 152096 152096 1384626 219273 1165353 0 1165353 1165353 3200 0 0 3200 3200 3200 REBATES 990099 2200682 2200682 CAFETERIA 722210 1574621 1574621 CHILDCARE 624410 460988 460988 759784 444815 0 314969 4996075 424699317 372599756 538504 5871909 X 51595 51595 137382471 123644224 13738247 1693200 1523880 169320 14748172 13273355 1474817 9892239 8903015 989224 326935 326935 46171163 27427479 18743684 0 797783 638226 159557 14319794 11455835 2863959 12530274 10024219 2506055 9007986 7206389 1801597 32321 25857 6464 15970537 12776430 3194107 16115004 12892003 3223001 MEDICAL SUPPLIES 65858499 65858499 CHARITY CARE 29933791 29933791 PROVISION FOR BAD DEBT 24501499 24501499 COLLECTION EXPENSE 3369206 3369206 15745218 15339961 405257 0 418447687 365476257 52971430 0 1607 1592 437616 1819406 50449109 46540191 0 0 0 0 8288664 9557179 3349935 3564590 214372795 54117655 161300341 160255140 2551 0 0 0 29526267 109284993 253356090 331023091 39302514 32332764 999993 55656064 0 0 75062976 98983425 115365483 186972253 X 117713628 122503278 20276979 21547560 137990607 144050838 253356090 331023091 X 6251630 -191399 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25503129 1741725 417896 26826958 25234366 571680 302917 25503129 23906658 1636650 308942 25234366 21777094 2490016 360452 23906658 20297259 1841966 362131 21777094 0.733 0.0465 0.2205 false true true 20273933 20273933 125444111 30855784 94588327 102256 50828 51428 59161586 23211043 35950543 9390909 9390909 160255140 INVESTMENTS-VHA 50000 INVESTMENTS- CARE SERVICES OF BETHESDA 4787006 INVESTMENTS-SCM 1000 INVESTMENTS- 21ST CENTURY ONCOLOGY 3220000 INVESTMENTS- SOUTHERN CO-OPERATIVE INSURANCE 1000 INVESTMENTS-PHYS.LIABILITY GRP 1001500 INTEREST IN BHF- TEMP RESTRICTED 20227323 INTEREST IN BHF-PERM RESTRICTED 1246741 ROU ASSETS 5931203 DUE FROM AFFILIATE 49696202 PHYSICAN GUARANTEE ASSET 19470000 INTEREST IN BHSF 256845 THIRD PARTY DUE FROM MEDICARE 3396173 VMG ASSET EVALUATION 109284993 RESERVE FOR SELF INSURANCE 49836251 ASSET RETIREMENT OBLIGATION 201000 ACCRUED RETIREMENT BENEFIT LIABILITY 19336288 LEASE LIABILITY PROFESSIONAL PLAZA 1555464 DUE TO FL - NICA 112980 RESERVE EMPLOYEE HEALTH 30000 SECURITY DEPOSIT AND PRECOLLECTED REVENUE 20900 MALPRACTICE TAIL INSURANCE 1911081 PHYSICIAN GUARANTEE LIABILITY 19470000 ROU LIABILITY 6509461 98983425 X 368239418 0 0 368239418 56459899 56459899 424699317 361976192 219272 219272 361756920 56690767 56690767 418447687 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE HELD BY BETHESDA HOSPITAL 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) footnote The current accounting standards require that deferred income taxes reflect the tax consequences on future years of differences between the tax bases of assets and liabilities and their bases for financial reporting purposes. Accounting for Uncertainty in Income Taxes, ASC 740-10 (formerly FIN48), prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. Future tax benefits, such as minimum tax credit carry forwards, are required to be recognized to the extent that realization of such benefits is more likely than not. As of September 30, 2020 and 2019, BHSF had no material unrecognized tax positions. No material unrecognized tax positions are expected through September 30, 2021. 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 2017 through 2019 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 statements RECLASS REBATES - 2200682 GAIN ON SALE OF FIXED ASSET - 3200 BAD DEBT - 24501499 CHARITY ALLOWANCE - 29933791 RENTAL EXPENSES - -219273 KOMEN DONATION - 40000 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RENTAL EXPENSES - 219272 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements BAD DEBT - 24501499 CHARITY CARE - 29933791 REBATES - 2200682 KOMEN TREATMENT GRANTS - 51595 GAIN ON SALE OF FIXED ASSET - 3200 true true X true X false true true false true true 1247 4417202 0 4417202 0.0112 54647596 26393955 28253641 0.0717 276446 0 276446 0.0007 0 1247 59341244 26393955 32947289 0.0836 6380 6380 0 0.0 10983108 4269737 6713371 0.0170 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 10989488 4276117 6713371 0.0170 0 1247 70330732 30670072 39660660 0.1007 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 24501499 4694487 92348990 130495145 -38146155 X true true 2 1 BETHESDA HOSPITAL EAST 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 WWW.BETHESDAWEB.COM 4452 X X X X INPATIENT REHABILITATION A 2 BETHESDA HOSPITAL WEST 9655 WEST BOYNTON BEACH BLVD BOYNTON BEACH FL 33472 WWW.BETHESDAWEB.COM 4452 X X X X INPATIENT A A false false true X X X X X X X X X 18 true true false true X https://baptisthealth.net/about-baptist-health/fulfilling-our-mission/community-needs-assessment-and X true 18 true https://baptisthealth.net/about-baptist-health/fulfilling-our-mission/community-needs-assessment-and false true X 200.0 X X X false true X X X true X SEE PART VI X SEE PART VI X PART VI X X X X X X X true X false X X true false false Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - BETHESDA HOSPITAL EAST/WEST. For its FY2019 Community Health Needs Assessment ("CHNA"), Baptist Health South Florida, Inc. and its affiliates ("Baptist Health" or "BHSF") conducted the assessment of Bethesda Hospital East and Bethesda Hospital West (collectively, "Bethesda Hospital") for the Palm Beach community. The report combines the service areas for both hospitals. The designated service area for Bethesda Hospital consists of 31 Zip Codes in Palm Beach County. FOCUS GROUPS: An internal focus group was held to gather key stakeholder feedback. Internal stakeholders included various members of hospital leadership, representatives from case management, nursing, community relations, and physicians. Stakeholders were presented with various levels of public health data, encompassing national, state, county, and zip code specific data, when available. Focus group participants were asked to consider this data and personal/professional perspective during the qualitative question and answer portion of the focus group session. Some topics addressed were: What are the greatest health challenges our communities are facing? Explain potential challenges to improving health outcomes and how Bethesda Hospital can provide support in improving health outcomes. In addition to the in-person internal focus group, an online survey was administered to external stakeholders. External stakeholders included community first responders, clergy leaders, local government, patients, and representatives from various community based organizations. This ten (10) question survey provided an additional avenue to receive feedback and input on Bethesda Hospital CHNA health priorities. Bethesda Hospital Focus group insights: Similar themes were discussed among the focus groups, with the most serious health issues facing our community thought to be mental health, access to care and socioeconomic challenges. The community struggles accessing care and health-related resources. Over 40 percent of the population in the service area is 50 years or older. Subsequently, age-related chronic conditions such as diabetes and heart disease may increase substantially as this population ages and place greater strain on already limited health resources. Other health issues of concern to the focus groups were diabetes, obesity, cancer rates, stress and infant mortality rates. Another topic discussed at length was the impact that the lack of Medicaid expansion has had on some individuals with limited healthcare options. Opportunities to improve the health of our community through community-based programming and partnerships that encourage healthier lifestyles and wellness were highlighted as well. The focus group participants provided insights into various community partners, expanding on healthcare personnel knowledge, and understanding community resources to expand community support beyond the hospital walls. Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - BETHESDA HOSPITAL EAST/WEST. For its FY2019 CHNA, Baptist Health conducted the assessment for Bethesda Hospital. In order to ensure broad community input, Baptist Health utilized the existing CHNA Steering Committee composed of 22 representatives, including hospital representatives, with experience in assessing healthcare needs to organize Bethesda Hospital'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, 1 Facility A, 1 - Bethesda Hospital East/West. Bethesda Hospital CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT IN FY2019 TO BETTER UNDERSTAND THE HEALTHCARE NEEDS OF THE COMMUNITY IT SERVES IN PALM BEACH COUNTY. AS A RESULT, THE FOLLOWING FIVE PRIORITY AREAS WERE IDENTIFIED: * BEHAVIORAL HEALTH * ACCESS TO CARE * SOCIOECONOMIC CHALLENGES * ELDER CARE AND GERIATRICS * CHRONIC DISEASE MANAGEMENT THE WRITTEN IMPLEMENTATION PLAN ADDRESSES EACH OF THESE FIVE PRIORITY AREAS, WITH STRATEGIES ORGANIZED AROUND EACH PRIORITY AREA. Behavioral Health * 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. These health programs and workshops are offered in person at our many outpatient and inpatient facilities, in partnership with community organizations, or other media outlets, like Baptist Health Resource Blogs, Instagram Live programs, Continuing Medical Education seminars and articles for websites such as Healthline. In FY 2020, the Community Health department offered 399 behavioral-health-focused classes to the community-at-large. Bethesda Hospital East and West hosted one on-site program focused on behavioral health with 11 community participants. An additional 7 behavioral health programs were offered to 202 community members between October 2019 and March 2020 in the Bethesda Hospital East and West service area. 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, through the end of the FY2020. * A total of 521 behavioral health Care-On-Demand sessions were providedbetween during FY2020.Although Bethesda Hospital East and West do not directly provide behavioral health support via tele-health, Baptist Health as a system provides support to the Bethesda Hospital East and West community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * 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, Bethesda Hospital East and West transferred 100 percent of their patients in need of a Baker Act transfer to a federally qualified receiving facility within four hours of admittance to the emergency department. In total, Baptist Health's Palm Beach County entities coordinated the referral of 405 Baker Act patients to behavioral health providers in the community within 4 hours of admittance. * Pastoral Care and chaplaincy services and Palliative Carefor Baptist Healthtotaled $189,541 and $2,817,693, respectively. Although Bethesda Hospital East and West do not directly provide pastoral and palliative care, Baptist Health as a system provides support to Bethesda Hospital East and West and the other Baptist Health entities. * Baptist Health has implementeda depression-screening questionnaire in our primary care practices for all patients. Patients who screen positive are further evaluated for treatment planning. Baptist Health's Community Health department organizes free health fairs for the communities of Miami-Dade, Broward, Monroe and Palm Beach counties. These health fairs offer a variety of resources available to the public and occur either on hospital grounds or in partnership with community organizations. Access to Care * Community Clinics for the uninsured and other support-Baptist Health contributed$2.186 million in cash and $548,000 in forgone rent and pharmaceutical support to community clinics. Baptist Healthprovidesfunding to support operationsfor seven(7)communityclinics: * 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 Bethesda Hospital East and West do not directly provide cash contributions to these organizations, Baptist Health as a system provides support to the Bethesda Hospital East and West community and the communities of Monroe, Miami-Dade, and Palm Beach counties. * FAP - Bethesda Hospital East and Westprovided$4.42 million in charity carewhich wasgranted to 1,247 unique individualsthrough1,994 totalpatientencounters. * A Medicaid shortfall of $37.5 million , resulting from 31,753 cases, was incurred by Bethesda Hospital East and West. * Care On Demand (COD), Baptist Health's telehealth platform and digital front door to access the system, is now available for multiple specialties to treat our patients' needs. COD Urgent Care saw a total of 41,285 visits in FY2020. From March 2020 through September 2020, COD Urgent Care saw a total of 33,657 - 21,474 of these visits were COVID-19 related visits and free of charge. In addition, Baptist Health offered specialty visits on the COD platform including: 42 for diet and nutrition, 18 for lactation, and 98,441 for Baptist Health primary and specialty care. Although Bethesda Hospital East and West do not directly provide telehealth support via COD, Baptist Health as a system provides support to the Bethesda Hospital East and West community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. * Baptist Health Primary Care practices serving Palm Beach County provided 26,340 tele-medicine visits to patients in FY2020. Socioeconomic Challenges * Housing insecurities - working with Habitat for Humanity, Baptist Health contributed to various housing projects throughout the four-county area including: a partial home sponsorship of the Villas in Boynton Beach, FL 33435; five houses in Miami-Dade County; a four-Unit project at Mile Marker 87.7 on Plantation Key and a sixteen-Unit project on Windley Key in Monroe County. The total net contribution by Baptist Health was $265,000. Although Bethesda Hospital East and West did not directly provide cash contributions to these organizations, Baptist Health as a system provides support to the Bethesda Hospital East and West 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 was hosted at Bethesda Hospital East and West. Two volunteers from SHINE assisted the community with Medicaid and health insurance questions providing one-on-one counseling and information. Between October 2019 and March 2020, 55 community members were served by the SHINE volunteers. 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, in-person navigation was suspended, and 28 seniors in the Bethesda Hospital East and West service area were assisted in health coverage navigation remotely. * Bethesda Hospital East and West offered two "Medicare Basics" education programs to 12 participants in the community to increase awareness of the Area Agency on Aging. * Baptist Health offered 953 community health education programs with a total of 32,438 community participants. Due to COVID-19, in-person programming was suspended on March 16, 2020 and all programming was offered via Zoom platform. Bethesda Hospital East and West hosted four community health education programs focused on healthy aging with 104 community participants in attendance. In the Bethesda Hospital East and West service area, an additional three community health education programs focused on healthy aging were offered with 132 participants in attendance. Chronic Disease Management * Twenty-five Chronic Disease Management support groups were offered throughout the Baptist Health system and hosted a total 1,520 participants. Bethesda Hospital East hosted a total of 184 participants in four chronic disease management support groups, including two groups focused on cardiovascular issues, one group on lupus support, and one group on myasthenia gravis. * Bethesda Hospital West hosted 10 community health education programs focused on nutrition education and chronic disease prevention with 91 community participants in attendance. In the Bethesda Hospital East and West service area, an additional 12 community health education programs focused on nutrition education and chronic disease management were offered with 1731 participants in attendance. Schedule H, Part V, Section B, Line 11 Facility A, 2 Facility A, 2 - Bethesda Hospital East/West (Continued). * Bethesda Hospital East and West hosted two community health education programs focused on women's health breast cancer treatment with 19 participants in attendance. In the Bethesda Hospital East and West service area, one additional women's heart health program was offered with 55 community participants in attendance. * The Community Health department offered free exercise classes, health screenings and health education programs to the community-at-large. In-person programming was suspended in March 2020 due to COVID-19. Community Health conducted 17,342 health screenings in Monroe, Miami-Dade, Broward, and Palm Beach counties. All exercise and health education classes were offered to the community via the Zoom platform, for a total of 165,307 exercise encounters. Although Bethesda Hospital East and West do not directly provide community health exercise classes or health screenings, Baptist Health community health department provides support to directly impact the Bethesda Hospital East and West 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, 1 Facility A, 1 - Bethesda Hospital East/West. ALL SELF PAY PATIENTS RECEIVE WITH THEIR STATEMENTS A PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY. 0 Schedule H, Part VI, Line 6 AFFILIATED HEALTH CARE SYSTEM CONTINUED THE 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 1,000 NURSES , TECHNOLOGISTS, AND OTHER ALLIED HEALTH PROFESSIONALS. EACH YEAR, MCVI HOSTS THE INTERNATIONAL SYMPOSIUM ON ENDOVASCULAR THERAPY, WITH MORE THAN 1,000 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 VI, Line 6 AFFILIATED HEALTH CARE SYSTEM CONTINUED WOMEN'S HEALTH SERVICES: A WIDE RANGE OF SERVICES FOR THE SPECIAL HEALTH NEEDS OF WOMEN ARE OFFERED THROUGHOUT BAPTIST HEALTH. THESE RANGE FROM MATERNITY AND NEWBORN SERVICES TO DIAGNOSTIC TESTING, HEALTH EDUCATION, AND WELLNESS. BAPTIST HEALTH PROVIDES FAMILY-CENTERED MATERNITY CARE FOR THE MORE THAN 13,031 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 FY2020 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 83,583 OUTPATIENT SURGERIES WERE PERFORMED IN BAPTIST HEALTH IN FY2020. 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 FY2020, MORE THAN 306,633 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 84,870 HEALTHCARE PROFESSIONALS ATTENDED MORE THAN 490 COURSES AND EARNED ALMOST 145,693 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 FY2020 , 32,459 ATTENDEES VISITED COMMUNITY HEALTH PROGRAMS, 4,347 ATTENDEES VISITED COMMUNITY SUPPORT GROUPS, 17,342 INDIVIDUALS RECEIVED HEALTH SCREENINGS AT COMMUNITY HEALTH EVENTS, AND 165,307 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, through the end of FY2020. 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 H, Part V, Section B, Line 14 Bethesda Hospital East/West UNINSURED INDIVIDUALS WITH LIMITED FINANCIAL RESOURCES WHO ARE UNABLE TO ACCESS ENTITLEMENT PROGRAMS ARE ELIGIBLE FOR FREE HEALTH CARE SERVICES BASED ON ESTABLISHED CRITERIA. SINCE PATIENTS QUALIFYING FOR CHARITY CARE RECEIVE A 100% DISCOUNT, BAPTIST HEALTH DOES NOT COMPUTE AMOUNTS GENERALLY BILLED TO INDIVIDUALS. Schedule H, Part V, Section B, Line 22 PATIENTS QUALIFYING UNDER THE FINANCIAL ASSISTANCE POLICY WITH FAMILY INCOME AT OR BELOW 200% FPG RECEIVE FREE CARE. NONE OF THE MEASURES INDICATED IN PART V, SECTION B, LINE 22 ARE APPLICABLE. Schedule H, Part I, Line 6a BAPTIST HEALTH, THE HOSPITAL'S PARENT ORGANIZATION, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH INCLUDES THE CHARITY CARE AND COMMUNITY BENEFITS PROVIDED BY BETHESDA HOSPITAL AND THE OTHER NOT-FOR-PROFIT AFFILIATES OF BHSF. Schedule H, Part I, Line 7 BAD DEBT EXPENSE OF $24,501,499 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. THE PERCENTAGES ON LINE 7, COLUMN F. AMOUNTS CALCULATED AND REPORTED IN THIS TABLE WERE DERIVED FROM THE MOST ACCURATE, AVAILABLE SOURCES. CHARITY CARE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS ARE DETERMINED USING THE COST ACCOUNTING SYSTEM WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS INCLUDING EMERGENCY ROOM PATIENTS. THE SYSTEM ALSO CAPTURES ALL PATIENT PAY TYPES - PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF PAY. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICAID OR ANY OTHER UNCOMPENSATED CARE PROGRAM. OTHER BENEFITS AT COST WERE COMPILED BY OUR FINANCE DEPARTMENT USING THE COST ACCOUNTING SYSTEM OR THE ACTUAL AMOUNTS PAID WHERE APPROPRIATE. Schedule H, Part III, Line 2 Bethesda Hospital 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 ANALYZES CONTRACTUALLY-DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR ALL PAYOR TYPES, WHEN Bethesda Hospital 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 RESERVES SUBSTANTIALLY ALL AMOUNTS DUE. Schedule H, Part III, Line 3 Bethesda Hospital applied a percentage of 19.16% to the total dollar amount of Bad Debt to estimate the amount of Bad Debt expense attributable to patients eligible under the Financial Assistance Policy. This percentage is based on Equifax scoring (propriety credit scoring algorithm) analysis of a statistically significant population (38,765) of debtors placed in collection from 10/1/2019-9/30/2020. Consumers with an Equifax score of 301-600 (on a scale of 301-900) would qualify for charity assistance in accordance with Bethesda Hospital's Policy if the necessary documents and attestations were submitted. Schedule H, Part III, Line 4 THE FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE REPORTED IN THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF BAPTIST HEALTH SOUTH FLORIDA, INC., WHICH INCLUDES Bethesda Hospital, 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 to the estimate of the transaction price are generally recorded as adjustments to patient service revenue in the period of the change. For the year ended September 30, 2019, additional revenue of approximately $19,000,000 was recognized due to changes in estimates of implicit price concessions, discounts, and contractual adjustments for performance obligations satisfied in prior years, there we no revenue recognized for similar changes in estimates during the year ended September 30, 2020. 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 $35,257,000 and $59,508,000 for the fiscal years ended September 30, 2020 and 2019, 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 MEDICARE COSTS WERE DERIVED USING THE COST ACCOUNTING SYSTEM WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICARE. THE ORGANIZATION DOES NOT REPORT ANY AMOUNTS FROM PART III, LINE 7 AS COMMUNITY BENEFIT. Schedule H, Part III, Line 9b IN ORDER TO PROMOTE THE HEALTH AND WELL-BEING OF THE COMMUNITY SERVED, UNINSURED PATIENTS WITH LIMITED FINANCIAL RESOURCES WHO ARE UNABLE TO ACCESS ENTITLEMENT PROGRAMS SHALL BE ELIGIBLE FOR FREE HEALTH CARE SERVICES BASED ON ESTABLISHED CRITERIA. BHSF HAS A WRITTEN DEBT COLLECTION POLICY. NO COLLECTION EFFORTS ARE PUT FORTH FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE. Schedule H, Part V, Section B FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: BETHESDA HOSPITAL EAST - FACILITY 2: BETHESDA HOSPITAL WEST Schedule H, Part V, Section B, Line 20a No 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 20d No 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 I In March 2020, the outbreak of Novel Coronavirus ("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 signification reduction in the number of surgeries, physician office visits and emergency room volumes at BHSF facilities. In particular, the Centers for Medicare & Medicaid Services ("CMS") formally mandated on March 18, 2020 that all elective surgeries and non-essential medical, surgical, and dental procedures be delayed by healthcare providers during the pandemic. This was due to measures meant to slow the spread of the virus, including quarantines and stay-at-home orders, as well as the community's general concerns related to the risk of contracting COVID-19. As of September 30, 2020, BHSF facilities experienced stressed operations in the fourth quarter arising from the treatment of COVID-19 patients. BHSF has incurred 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, 2020, Bethesda Hospital East and West received $44.7 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 FY2020, the Baptist Health as a system received $205.8 million in relief distributions and recognized approximately $175.9 million of this funding as other operating revenue. Providers who have been allocated payments under the CARES Act must sign an attestation confirming receipt of the funds and agree to certain terms of conditions of payment. This funding has mitigated the substantial losses in revenue and facilitated BHSF's availability to provide timely and safe care to the community during this pandemic. Recognition of the CARES Act funding reduced the operating loss for the year; without the critical support of CARES Act funding, Baptist Health would have experienced an operating loss of $208.3 million for FY2020. This funding has mitigated the substantial losses in revenue. As a result of COVID-19, Bethesda Hospital incurred expenses related to community awareness, education activities, and COVID-19 screenings. The expenses and any offsetting revenue have been included on Schedule H, Part I, Line 7(e). 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. Repayment of the Medicare Advance is not subject to interest until one year after the Advance Payment Date. Schedule H, Part V, Section B, Line 3 Bethesda Hospital became aware that the CHNA issued in FY2019 did not include the impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA. The CHNA has been updated to include the section, received Board approval, and is now available online at: https://baptisthealth.net/about-baptist-health/fulfilling-our-mission/community-needs-assessment-and-implementation-plans Schedule H, Part V, Section B, Line 16a URL FOR FINANCIAL ASSISTANCE POLICY https://cdn.trustedtechexperts.com/docs/library/BethesdaHealthcare2016/OR1124%20FAP.pdf Schedule H, Part V, Section B, Line 16b URL FOR FINANCIAL ASSISTANCE POLICY APPLICATION https://trustedpartner.azureedge.net/docs/library/BethesdaHealthcare2016/FinancialAssistance-APPLICATION-2017-ENGLISH.pdf Schedule H, Part V, Section B, Line 16c URL FOR FAP SUMMARY https://cdn.trustedtechexperts.com/docs/library/BethesdaHealthcare2016/Bethesda%20Health%20-%20Financial%20Assistance%20Policy%20Summary-10-2016%20final%2011_11_2020(1).pdf Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 24501499 Schedule H, Part II Community Building Activities Bethesda Hospital 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 V, Section B, Line 16a FAP website A - BETHESDA HOSPITAL EAST: Line 16a URL: SEE PART VI; Schedule H, Part V, Section B, Line 16b FAP Application website A - BETHESDA HOSPITAL EAST: Line 16b URL: SEE PART VI; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - BETHESDA HOSPITAL EAST: Line 16c URL: PART VI; Schedule H, Part VI, Line 2 Needs assessment Bethesda Hospital 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 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 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 IS COMMITTED TO USING THIS ENLIGHTENING REPORT AS A ROADMAP TO PLAN THE BEST STRATEGIES TO SPECIFICALLY AND EFFECTIVELY ADDRESS THE MOST PRESSING HEALTHCARE NEEDS OF THE ENTIRE COMMUNITY, WITH A SPECIAL FOCUS ON THE MOST VULNERABLE RESIDENTS. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance UNINSURED PATIENTS ARE INFORMED ABOUT BETHESDA HOSPITAL'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 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 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 information According to the U.S. Census Bureau, the 2018 population estimate for Palm Beach County was 1,414,266. The estimated population for the Bethesda Hospital service area is 571,713. The Bethesda Hospital designated service area consists of 31 ZIP codes in Palm Beach County. The service area population by race is 76 percent White, 19 percent Black or African American, 3 percent Asian, and 2 percent other. This area in Palm Beach County is 23 percent Hispanic or Latino. The median household income for the service area is $52,868, which is slightly lower than Palm Beach County's median household income of $57,256. Approximately 34.2 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 27 percent of the population under 24 years old, 29 percent between 24-49 years old, 19 percent between 50-64 years old, and 25 percent 65 and older. Schedule H, Part VI, Line 5 Promotion of community health BETHESDA HOSPITAL 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 IN OCTOBER 2017. Bethesda Hospital 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 18,209 INPATIENTS IN FY2020, 70,276 PATIENTS RECEIVED EMERGENCY TREATMENT, and 2,413 BABIES WERE DELIVERED IN FY2020. Schedule H, Part VI, Line 6 Affiliated health care system AS PART OF BAPTIST HEALTH, THE LARGEST NOT-FOR-PROFIT HEALTHCARE CORPORATION IN THE REGION, BETHESDA HOSPITAL 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 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 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 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 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. true MAMMOGRAPHY AND BREAST CANCER TREATMENT ASSISTANCE 95 51595 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION PROVIDES GRANTS AS A CREDIT TO THE RECIPIENTS' TOTAL PAYMENT DUE FOR HEALTHCARE SERVICES. THEREFORE, THE ORGANIZATION IS ABLE TO MONITOR THAT THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. X X true true false true false false false false false true false Nelson Lazo CEO - Beg 12/2019 0 444727 0 350123 0 53300 0 89007 0 26198 0 963356 0 77075 Roger L Kirk President - End 12/2019 0 571506 0 206868 0 592955 0 5500 0 20314 0 1397143 0 60459 Joanne Aquilina VP of Finance/CFO - End 05/2020 0 313476 0 115956 0 88140 0 76303 0 32238 0 626113 0 0 Ela Lena VP of Operations - End 06/2020 292260 0 116976 0 27537 0 74974 0 26332 0 538078 0 0 0 Daniel Goldman MD CMO 298380 0 197936 0 6314 0 5500 0 14186 0 522316 0 0 0 Joshua Bailin MD Medical Director Quality 205561 0 16667 0 360 0 4541 0 16387 0 243516 0 0 0 Jorge Hoffman RN III - Specialist 174791 0 1188 0 5684 0 3724 0 16735 0 202122 0 0 0 Dorothy Kerr Administrative Supervisor 163607 0 1701 0 11296 0 3611 0 12335 0 192551 0 0 0 Schedule J, Part II, Column (B)(ii) Executive Compensation ALL EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT, UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES WHO HAVE CERTIFIED THAT THEY HAVE NO CONFLICT OF INTEREST WITH THE ORGANIZATION. REPORTABLE COMPENSATION INCLUDES BASE SALARY AS WELL AS PAYMENTS UNDER A FORMAL INCENTIVE PLAN, WHICH REWARDS SUCCESSFUL ACHIEVEMENT OF QUALITY, MISSION, CHARITY CARE, AND FINANCIAL CORPORATE OBJECTIVES. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments During 2019, Roger Kirk and Joanne Aquilina received tax gross up payments in the amount of $170,798 and $26,667, respectively. Such amounts were treated as taxable compensation. Schedule J, Part I, Line 1a Health or social club dues or initiation fees Roger Kirk was reimbursed for a golf club membership. This benefit is treated as taxable compensation. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE 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 4b Supplemental nonqualified retirement plan AS 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 payments KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS" 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. CHRISTOPHER D HOHNER FAMILY MEMBER OF STORMET C. NOREM, BOARD MEMBER 39848 SALARY AND BENEFITS false ROBERT I TSOPELAS FAMILY MEMBER OF STORMET C. NOREM, BOARD MEMBER 56700 SALARY AND BENEFITS false 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 $ 39,848. (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 $ 56,700. (D) DESCRIPTION OF TRANSACTION: SALARY AND BENEFITS (E) SHARING OF ORGANIZATION REVENUES? = NO Form 990, Part III, Line 1 MIssion As 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 IV, Line 24a BOND LIABILITIES ALL TAX-EXEMPT BOND LIABILITIES ARE REPORTED AT THE PARENT LEVEL, ON SCHEDULE K OF BAPTIST HEALTH SOUTH FLORIDA, INC.'S 2019 FORM 990. Form 990, Part V, Line 1a INFORMATIONAL RETURNS BAPTIST HEALTH HAS A SYSTEM-WIDE TREASURY POLICY, WHICH RECOGNIZES ITS RESPONSIBILITY TO OVERSEE, MANAGE, AND COORDINATE ALL AFFILIATE OPERATIONS, INCLUDING THE TREASURY FUNCTIONS. BAPTIST HEALTH SOUTH FLORIDA, INC. ("BHSF") SERVES AS THE CENTRALIZED CASH RECEIPT AND DISBURSING AGENT FOR ALL BHSF ENTITIES. AS SUCH ONLY BHSF ISSUES US INFORMATIONAL RETURNS. Form 990, Part V, Line 2a NUMBER OF EMPLOYEES REPORTED ON FORM W-3 BHSF IS THE APPOINTED PAY AGENT FOR ALL OF ITS AFFILIATES. AS SUCH ONLY BHSF ISSUES FORM W-3. Form 990, Part VI, Line 15 DETERMINATION OF COMPENSATION THE SOUTH FLORIDA MARKET FOR HIGHLY COMPETENT HEALTHCARE EXECUTIVES REFLECTS A VERY COMPETITIVE ENVIRONMENT FOR QUALIFIED EXECUTIVES. IT IS COMPRISED OF LARGE, NATIONAL, FOR PROFIT CHAINS AND NOT-FOR-PROFIT HOSPITAL SYSTEMS AND STAND-ALONE HOSPITALS. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, Inc. SEEKS EXECUTIVES OF VISION AND LEADERSHIP TO CARRY OUT THE ORGANIZATION'S FAITH-BASED MISSION OF QUALITY CARE AND COMMUNITY SERVICE. THE BOARD EXPECTS THESE EXECUTIVES TO PROVIDE LEADERSHIP THAT WILL PLACE BAPTIST HEALTH AMONG THE BEST HEALTHCARE SYSTEMS IN THE NATION FOR QUALITY AND EXCELLENCE. THE BOARD EXPECTS EXECUTIVES TO DEMONSTRATE INTEGRITY AND LOYALTY IN THE PERFORMANCE OF THEIR DUTIES AND TO ADHERE TO BAPTIST HEALTH'S CONFLICT OF INTEREST POLICY, EXECUTIVE CODE OF CONDUCT AND ALL COMPLIANCE/ETHICS POLICIES. EXECUTIVE COMPENSATION IS CONSIDERED THE FOUNDATION TO ATTRACT AND RETAIN EXECUTIVES WITH THE TALENT, EXPERIENCE AND CHARACTER TO MEET THESE EXPECTATIONS. THE CEO OF 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 reference to Schedule J, Part I, Line 3. Form 990, Part VI, Line 16b WRITTEN POLICES REGARDING JOINT VENTURES THE HOSPITAL DOES NOT HAVE A WRITTEN POLICY FOR JOINT VENTURE RELATIONSHIPS DUE TO THE LIMITED NUMBER OF SUCH RELATIONSHIPS AND THE PRACTICE AND PROCEDURES IN PLACE TO ENSURE THE JOINT VENTURES ARE ESTABLISHED TO IMPROVE THE QUALITY OF HEALTHCARE SERVICES AND SUPPORT THE MISSION OF THE HOSPITAL. THE EXISTING JOINT VENTURES HAVE BEEN ESTABLISHED WITH THE HOSPITAL CONTROLLING AND HAVING THE MAJORITY OF VOTING INTEREST IN THE DECISIONS IMPACTING THE OPERATIONS OF THE ENTITY. Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION HAS ONE SOLE MEMBER, BETHESDA HEALTH, INC., A FLORIDA NOT-FOR-PROFIT ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body This organization is part of Baptist Health, an integrated health care delivery system. The Board of Trustees of Baptist Health South Florida, Inc. has the right to appoint some board members to the hospital's Board of Directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The organization is part of Baptist Health, an integrated health care delivery system. The Board of Trustees of Baptist Health South Florida, Inc. has the right to approve or ratify certain corporate decisions of the organization. Form 990, Part VI, Line 11b Review of form 990 by governing body Baptist Health MANAGEMENT IS RESPONSIBLE FOR THE ACCURACY AND COMPLETENESS OF THE TAX RETURNS OF BHSF AND ALL OF ITS NONPROFIT, CHARITABLE AFFILIATES. THIS FORM 990 HAS BEEN PREPARED IN CONFORMITY WITH THE INTERNAL REVENUE CODE AND TREASURY REGULATIONS. INDEPENDENT TAX CONSULTANTS AND MEMBERS OF MANAGEMENT HAVE REVIEWED IN DETAIL THE COMPLETED FORM 990. PRIOR TO FILING, THE FORM 990 PREPARATION PROCESS AND THE DOCUMENTS ARE DISCUSSED AT A MEETING OF THE FINANCE & Risk Management COMMITTEE OF THE BOARD OF Directors AND MADE AVAILABLE ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTARY. ADDITIONALLY, THE EXECUTIVE AND COMPENSATION COMMITTEES OF THE BHSF BOARD OF TRUSTEES, COMPOSED OF INDEPENDENT, UNCOMPENSATED MEMBERS, REVIEW OTHER PERTINENT AREAS OF THE RETURN, as needed. THE PRESIDENT AND CEO, AS WELL AS THE EXECUTIVE VICE PRESIDENT AND CFO, HEREBY CERTIFY AS TO THE ACCURACY AND COMPLETENESS OF THIS FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy EMPLOYEE CONFLICT OF INTEREST: AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST OCCURS IN THOSE CIRCUMSTANCES WHERE AN EMPLOYEE'S JUDGEMENT COULD BE AFFECTED BECAUSE THE EMPLOYEE HAS A PERSONAL INTEREST, OTHER THAN THE RECEIPT OF COMPENSATION FROM BAPTIST HEALTH, IN THE OUTCOME OF A DECISION OVER WHICH THE EMPLOYEE HAS CONTROL OR INFLUENCE. FOR THE PURPOSES OF THIS POLICY, IT IS PRESUMED THAT MANAGERS HAVE CONTROL OR INFLUENCE OVER ANY DECISION AFFECTING A MATTER FOR WHICH A MANAGER HAS RESPONSIBILITY. A PERSONAL INTEREST EXISTS WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY STANDS TO 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 AND ITS AFFILIATES HAVE A STRONG AND ROBUST CONFLICT OF INTEREST POLICY. THE POLICY IS MEANT TO ENSURE THAT EACH VOTING MEMBER OF THE RESPECTIVE ENTITY'S BOARD GOVERNS THE AFFAIRS OF BAPTIST HEALTH AND ITS AFFILIATES WITH HONESTY AND INTEGRITY AND MAKES DECISIONS FOR THE BENEFIT OF BAPTIST HEALTH. VOTING BOARD MEMBERS MAY NOT BE EMPLOYED BY BAPTIST HEALTH NOR ENGAGED TO PROVIDE SERVICES TO BAPTIST HEALTH 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 FAMILY HAS A MATERIAL INTEREST. SINCE THE APPEARANCE OF A CONFLICT OF INTEREST MAY BE AS DAMAGING TO BAPTIST HEALTH'S REPUTATION AS ACTUALLY PERMITTING A CONFLICT TO EXIST, EACH BOARD MEMBER 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 COMPLIANCE WHO REPORTS DIRECTLY TO THE BOARD. POTENTIAL CONFLICTS ARE FURTHER REVIEWED BY THE BOARD'S ETHICS COMMITTEE. IF A CONFLICT DOES EXIST, THE CONFLICTED BOARD MEMBER MAY BE REQUIRED TO (I) RESIGN FROM THE BOARD OR (II) ELIMINATE THE RELATIONSHIP WHICH GIVES RISE TO THE CONFLICT. 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 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 COMPENSATION THE AMOUNTS APPEARING AS REPORTABLE COMPENSATION ON FORM 990 PART VII FOR VOLUNTEER BOARD MEMBERS ARE COMPOSED OF EITHER PAYMENTS FOR SERVICES AS AN ELECTED REPRESENTATIVE OF THE MEDICAL STAFF, NON-CLINICAL SERVICES RENDERED TO BAPTIST HEALTH WHICH MAKE POSSIBLE AN IMPORTANT ADMINISTRATIVE FUNCTION, OR MINOR DISCOUNTS ON CLINICAL SERVICES RECEIVED AT A BAPTIST HEALTH FACILITY. ALL OF THESE AMOUNTS ARE REPORTED IN ACCORDANCE WITH THE RULES AND REGULATIONS PERTAINING TO IRS FORMS W-2 AND 1099 RESPECTIVELY. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue RADIATION ONCOLOGY - Total Revenue: 444815, Related or Exempt Function Revenue: 444815, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; EDUCATIONAL PROGRAM - Total Revenue: 193413, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 193413; MEDICAL RECORDS - Total Revenue: 102441, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 102441; MISC. OTHERS - Total Revenue: 16230, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 16230; INSURANCE REIMBURSEMENT - Total Revenue: 2885, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2885; Form 990, Part IX, Line 11g Other Fees SHARED SERVICE FEE - Total Expense: 6624487, Program Service Expense: 5299590, Management and General Expenses: 1324897, Fundraising Expenses: ; PHYSICIAN FEES - Total Expense: 7958985, Program Service Expense: 7958985, Management and General Expenses: , Fundraising Expenses: ; CONTRACT LABOR - Total Expense: 5075382, Program Service Expense: 5075382, Management and General Expenses: , Fundraising Expenses: ; PATIENT SERVICES - Total Expense: 773860, Program Service Expense: 773860, Management and General Expenses: , Fundraising Expenses: ; FACILITY SERVICE FEES - Total Expense: 922428, Program Service Expense: 922428, Management and General Expenses: , Fundraising Expenses: ; CONSULTANT - Total Expense: 379000, Program Service Expense: , Management and General Expenses: 379000, Fundraising Expenses: ; FOOD SERVICES - Total Expense: 707551, Program Service Expense: 707551, Management and General Expenses: , Fundraising Expenses: ; RESIDENCY PROGRAMS - Total Expense: 5369616, Program Service Expense: 5369616, Management and General Expenses: , Fundraising Expenses: ; LABORATORY SERVICES - Total Expense: 962105, Program Service Expense: 962105, Management and General Expenses: , Fundraising Expenses: ; MISC. OTHERS - Total Expense: 357962, Program Service Expense: 357962, Management and General Expenses: , Fundraising Expenses: ; AFFILIATE MANAGEMENT FEE - Total Expense: 17039787, Program Service Expense: , Management and General Expenses: 17039787, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PENSION ADJUSTMENT - -3859089; CAPITAL FUNDS RELEASED FROM RESTRICTION - 2385513; INCREASE IN TEMP RESTRICTED ASSETS - 1270582; KOMEN GRANT DONATION - -40000; KOMEN TREATMENT GRANTS - 51595; BETHESDA SELF INSURANCE TRUST GENERAL LIABILITY FUND 2815 S SEACREST BLVD BOYNTON FL 33435 592447554 SELF INSURANCE TRUST FL 138 0 BETHESDA HOSPITAL INC BAPTIST HEALTH SOUTH FLORIDA INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650267668 SUPPORT FL 501(c)(3) Type III-FI NA false BAPTIST HOSPITAL OF MIAMI INC 8900 N KENDALL DRIVE MIAMI FL 33176 590910342 HOSPITAL FL 501(c)(3) 3 BHSF false SOUTH MIAMI HOSPITAL INC 6200 SW 73 ST MIAMI FL 33143 590872594 HOSPITAL FL 501(c)(3) 3 BHSF false HOMESTEAD HOSPITAL INC 975 BAPTIST WAY HOMESTEAD FL 33033 650232993 HOSPITAL FL 501(c)(3) 3 BHSF false MARINERS HOSPITAL INC 91500 OVERSEAS HIGHWAY TAVERNIER FL 33070 591987355 HOSPITAL FL 501(c)(3) 3 BHSF false WEST KENDALL BAPTIST HOSPITAL INC 9555 SW 162 AVE MIAMI FL 33196 522438452 HOSPITAL FL 501(c)(3) 3 BHSF false DOCTORS HOSPITAL INC 5000 UNIVERSITY DRIVE CORAL GABLES FL 33146 043775926 HOSPITAL FL 501(c)(3) 3 BHSF false BAPTIST OUTPATIENT SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 562290370 MED. DIAG. FL 501(c)(3) 3 BHSF false BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 591923401 FUNDRAISING FL 501(c)(3) 7 BHSF false BHSF REAL ESTATE FOUNDATION INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650611015 SUPPORT FL 501(c)(3) Type I BHSF false BAPTIST HEALTH MEDICAL GROUP INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 462597739 HEALTHCARE FL 501(c)(3) 10 BHSF false MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 473090066 HEALTHCARE FL 501(c)(3) 10 BHSF false FISHERMENS HEALTH INC 3301 OVERSEAS HWY MARATHON FL 33050 821682066 HOSPITAL FL 501(c)(3) 3 BHSF false BETHESDA HEALTH INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592447553 SUPPORT ORGANIZATION FL 501(c)(3) Type III-FI BHSF false BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592771779 O/P MEDICAL SERVICES FL 501(c)(3) 10 BHI false BETHESDA HEALTH OUTPATIENT SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 650561263 O/P MEDICAL SERVICES FL 501(c)(3) 10 BHI false BETHESDA HOSPITAL INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592447554 HOSPITAL FL 501(c)(3) 3 BHI false BETHESDA HOSPITAL FOUNDATION INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 596137805 FUNDRAISING FL 501(c)(3) 7 BHI false BETHESDA MEMORIAL HOSPITAL SIT (WORKMANS COMP) 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 596775830 SELF INSURANCE TRUST FL 501(c)(3) Type I BHI false BETHESDA MEMORIAL HOSPITAL SIT - MALPRACTICE 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592230109 SELF INSURANCE TRUST FL 501(c)(3) Type I BHI false BETHESDA PAYROLL SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 650523164 PAYROLL SUPPORT FL 501(c)(3) Type I BHI false BOCA RATON REGIONAL HOSPITAL INC 800 MEADOWS ROAD BOCA RATON FL 33486 591006663 HOSPITAL FL 501(c)(3) 3 BRRH false BRRH CORPORATION INC 800 MEADOWS ROAD BOCA RATON FL 33486 592406033 SUPPORT FL 501(c)(3) Type III-FI BHSF false BRRH HOME HEALTH SERVICES INC 800 MEADOWS ROAD BOCA RATON FL 33486 650044715 O/P MEDICAL SERVICES FL 501(c)(3) Type III-FI BRRH false KENDALL PROFESSIONAL CENTER LIMITED 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 592645094 LEASING OFFICE SPACE FL NA N/A BAPTIST SLEEP CENTERS OF SOUTH FLORIDA LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 273597226 MEDICAL SERVICES FL NA N/A BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 201796841 MEDICAL SERVICES FL NA N/A BAPTIST HEALTH SURGERY CENTER LLC 8900 N KENDALL DRIVE MIAMI FL 33176 650663357 MEDICAL SERVICES FL NA N/A AMSURG BAPTIST NETWORK ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 473088958 HOLDING COMPANY FL NA N/A BAPTIST AMBULATORY ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 814431967 HOLDING COMPANY FL NA N/A HEALTH NETWORK AMBULATORY ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 814490589 HOLDING COMPANY FL NA N/A MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 474128811 CARDIAC MEDICAL CENTER FL NA N/A MEDLEY OPPORTUNITY FUND III LP 280 PARK AVENUE 6TH FLOOR EAST NEW YORK NY 10152 471284126 INVESTMENT IN DEBT NY NA N/A SOUTH FLORIDA CENTER FOR ENDOSCOPY & DIGESTIVE DISEASE LLC 7875 SW 104TH ST SUITE 201 Miami FL 33156 651112489 MEDICAL SERVICES FL NA N/A CARE SERVICES OF BETHESDA LLC CENTRAL EXPY STE 1300 DALLAS TX 75206 201745631 HOME HEALTH TX NA N/A MCCOY INVESTMENTS III LP 250 W 55TH ST 13D NEW YORK NY 10019 471225274 INVESTMENT IN FUNDS NY NA N/A BAPTIST HEALTH ENTERPRISES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 592572862 REAL ESTATE MANAGEMENT FL NA C Corporation false SAMARITAN RISK RETENTION GROUP 146 Fairchild Street Suite 135 Charleston SC 29492 203433505 INSURANCE SC NA C Corporation false PINEAPPLE INSURANCE COMPANY 980465790 INSURANCE CJ NA C Corporation false BMAB EAST TOWER INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 654047110 LEASE OFFICE SPACE FL NA C Corporation false BAPTIST MEDICAL SERVICES CORP 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650506620 HOLDING COMPANY FL NA C Corporation false KENDALL CREDIT & BUSINESS SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650434778 COLLECTION AGENCY FL NA C Corporation false WEST KENDALL PROFESSIONAL SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650475570 COLLECTION AGENCY FL NA C Corporation false SOUTH MIAMI HEALTH ENTERPRISES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 592623930 MEDICAL CENTER FL NA C Corporation false EAST KENDALL INVESTMENTS INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650593165 REAL ESTATE RENTAL FL NA C Corporation false BAPTIST AMBULATORY SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 421573814 HOLDING COMPANY FL NA C Corporation false BHE REALTY INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 900152617 REAL ESTATE BROKER FL NA C Corporation false BAPTIST ANCILLARY SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 550800138 HOLDING COMPANY FL NA C Corporation false BETHESDA HEALTH PHYSICIAN GROUP INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 650561267 PHYSICIAN OFFICES FL NA C Corporation false BETHESDA HOLDING COMPANY INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592663767 HOLDING COMPANY FL NA C Corporation false PALM BEACH CREDIT ADJUSTORS INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592507658 INVESTMENT FL NA C Corporation false BOCACARE INC 800 MEADOWS ROAD BOCA RATON FL 33486 264190328 PHYSICIAN OFFICES FL NA C Corporation false BAPTIST HEALTH INTERNATIONAL CAYMAN ISLAND LTD MEDICAL SERVICES CJ NA C Corporation false false false true false false false false false false true true true true true true true true true true Schedule R, Part III IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIP NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: BAPTIST SLEEP CENTERS OF SOUTH FLORIDA, LLC EIN: 27-3597226 6855 RED ROAD, SUITE 600 CORAL GABLES, FL 33143 Schedule R, Part III IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIP NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY EIN: 47-4128811 6855 RED ROAD, SUITE 600 CORAL GABLES, FL 33143 Schedule R, Part III IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIP NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: SOUTH FLORIDA CENTER FOR ENDOSCOPY & DIGESTIVE DISEASE, LLC EIN: 65-1112489 7875 SW 104TH ST, SUITE 201 MIAMI, FL 33156