BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC (EIN 59-1923401)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-13
- IRS object ID
- 201812259349301631
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-13T16:25:27-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N FRANKLIN STREET SUITE 3600 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336025818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591923401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH SOUTH FLORIDA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAPT | BusinessNameControlTxt |
| Phone | 7866627000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6855 RED ROAD STE 600 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW ARSENAULT | PersonNm |
| Person Title | CORPORATE VP, FINANCE | PersonTitleTxt |
| Phone | 7866627000 | PhoneNum |
| Signature | 2018-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00648526 | PTIN |
| Phone | 8132738355 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM H BANCHS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6855 RED ROAD STE 600 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $98,202,103 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BAPTISTHEALTH.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE FORM 990, PART III, LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 112 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 108 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,555,413 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,025,456 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $834,638 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,863,119 | CYInvestmentIncomeAmt |
| PY Other Revenue | $847,502 | PYOtherRevenueAmt |
| CY Other Revenue | $2,900,945 | CYOtherRevenueAmt |
| PY Total Revenue | $21,237,553 | PYTotalRevenueAmt |
| CY Total Revenue | $33,789,520 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,135,945 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,048,142 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,070,038 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,164,911 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $527,902 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $341,652 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,467,060 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,819,087 | PYOtherExpensesAmt |
| CY Other Expenses | $3,171,413 | CYOtherExpensesAmt |
| PY Total Expenses | $21,552,972 | PYTotalExpensesAmt |
| CY Total Expenses | $22,726,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$315,419 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,063,402 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $114,399,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,930,548 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,595,328 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,290,668 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $102,803,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $117,639,880 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,646,274 | ExpenseAmt |
| Grant | $14,048,142 | GrantAmt |
| Revenue | $2,886,223 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $18,646,274 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 112 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 108 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCE DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7866627000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6855 RED ROAD STE 200 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (129 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| YERBY T BARKER | |||||||||
| DIRECTOR END. 03/17 | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| RUDY KRANYS | |||||||||
| DIRECTOR | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD CASE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE ARONOFF | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH BUCHANAN ESQ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BURSTEIN | |||||||||
| DIRECTOR END. 09/17 | 2.00 | 0.00 | Yes (X) | $4,597 | $0 | $0 | |||
| MAURICIO CAYON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENT HAMILL | |||||||||
| DIRECTOR END. 09/17 | 2.00 | 0.00 | Yes (X) | $140 | $0 | $0 | |||
| BRUCE WIRTZ MACARTHUR | |||||||||
| DIRECTOR END. 09/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE J MCGREGOR-GANUS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEIF GUNDERSON | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LANE JONES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BERRIN | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $4,477 | $0 | $0 | |||
| WILLIAM DICKINSON | |||||||||
| DIRECTOR | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM W WILSON III | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BETTY ANNE SCHILLING | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM TILLETT | |||||||||
| DIRECTOR | 2.00 | 8.00 | Yes (X) | $1,990 | $0 | $0 | |||
| RICHARD DICK ANDERSON | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| M JOHANNA PATERSON | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $1,189 | $0 | $0 | |||
| PATRICIA STANLEY | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $14,999 | $0 | $0 | |||
| CYNTHIA LEESFIELD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL SCHENKMAN MD | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TOMAS P ERBAN | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LANI KAHN DRODY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $1,701 | $0 | $0 | |||
| AGUSTIN G DE GOYTISOLO | |||||||||
| DIRECTOR END. 09/17 | 2.00 | 0.00 | Yes (X) | $5,486 | $0 | $0 | |||
| JAY HERSHOFF ESQ | |||||||||
| DIRECTOR | 2.00 | 6.00 | Yes (X) | $2,606 | $0 | $0 | |||
| JON LANDAU | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUAN-CARLOS QUINTERO DMD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOURDES JOFRE-COLLETT | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $768 | $0 | $0 | |||
| LUIS HERNANDEZ | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER C GARDNER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREL FOTI | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HENNEBERRY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AGUSTIN VEITIA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROARK YOUNG | |||||||||
| DIRECTOR END. 12/16 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL ANNE MEADS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT WESTON | |||||||||
| DIRECTOR | 2.00 | 8.00 | Yes (X) | $1,724 | $0 | $0 | |||
| MARTA YEE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $8,540 | $0 | $0 | |||
| NEIL R CHRYSTAL | |||||||||
| DIRECTOR END. 06/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AUDRA HILL WALLACE | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| E CARLTON WILTON JR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE AGUIRRECHU | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LIANA M DE MENA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PEDRO FERNANDEZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD GALLO DMD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| YGNACIO L GARCIA-SALADRIGAS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX GIERBOLINI | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE ANTONIO GONZALEZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINA GOSSMAN-DUCANES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE ALTHIN KICKS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HANK KLEIN | |||||||||
| DIRECTOR END. 09/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS E LOWELL | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $962 | $0 | $0 | |||
| VICTORIA LOWELL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $770 | $0 | $0 | |||
| JUAN ANTONIO MICHELENA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $77 | $0 | $0 | |||
| LILLIAN M PETERS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK MIGUEL VELOSO | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $648 | $0 | $0 | |||
| KRISTINE T WENZEL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VIVIAN WILLIAMS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| OSCAR BARBARA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $2,615 | $0 | $0 | |||
| RICHARD BARBARA ESQ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY BELL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $1,858 | $0 | $0 | |||
| STEPHEN BLUMENTHAL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT COWARD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE ELDRED | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA GAETA | |||||||||
| DIRECTOR END. 03/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD GOMEZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ILIEN HECHTMAN | |||||||||
| DIRECTOR END. 03/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK HERNANDEZ MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $975 | $0 | $0 | |||
| DENNIS JARA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH KATZEN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMIR KULKARNI MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $1,892 | $0 | |||
| FERNANDO MENDOZA MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $81 | $0 | $0 | |||
| THOMAS MURPHY | |||||||||
| DIRECTOR END. 01/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER PAGE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JORGE PEREZ MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $2,300 | $0 | $0 | |||
| MARCOS PEREZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE PROTUONDO MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CRISTINA SULLIVAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY TAYLOR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNESTO VALDES MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $26,691 | $0 | |||
| OTTO VEGA MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $2,725 | $0 | $0 | |||
| JOSEPH WESTON | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD WRUBLE DMD | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNESTO AVINO | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINA CANIDA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BEA CITRON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAUDINE CLAUS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DICKINSON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $175 | $0 | $0 | |||
| GARDO GOMEZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE GUREVICH DDS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KATZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL LONG | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $3,935 | $0 | $0 | |||
| ALEX MONTAGUE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EVAN REES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANITA SHARMA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SKORIC | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT TANO MD | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $2,726 | $0 | $0 | |||
| CARMEN TUDELA MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $1,051 | $0 | $0 | |||
| JAVIER VAZQUEZ | |||||||||
| DIRECTOR END. 07/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BORIS ZEDAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NEIL SOLER | |||||||||
| DIRECTOR BEG. 01/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDY ROTH | |||||||||
| DIRECTOR BEG. 04/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH SCHMIER | |||||||||
| DIRECTOR BEG. 10/16 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM MURPHY | |||||||||
| DIRECTOR BEG. 04/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS PAULUS | |||||||||
| DIRECTOR BEG. 04/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MAGRANE MD | |||||||||
| DIRECTOR BEG. 01/17 | 2.00 | 2.00 | Yes (X) | $0 | $41,817 | $0 | |||
| JOHN CYRIL MALLOY III | |||||||||
| DIRECTOR BEG. 07/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH BALL MASON | |||||||||
| DIRECTOR BEG. 07/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN KNIGHT | |||||||||
| DIRECTOR BEG. 07/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RON BRADLEY KURTZ | |||||||||
| DIRECTOR BEG. 07/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY HILDEBRANT | |||||||||
| DIRECTOR BEG. 01/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA BETANCOURT | |||||||||
| DIRECTOR BEG. 04/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE DUDLEY | |||||||||
| DIRECTOR BEG. 04/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE FOYO | |||||||||
| DIRECTOR BEG. 07/17 | 2.00 | 0.00 | Yes (X) | $0 | $881,121 | $10,933 | |||
| CRISTINA FRIAS | |||||||||
| DIRECTOR BEG. 04/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH GODWIN | |||||||||
| DIRECTOR BEG. 01/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY BARTEL | |||||||||
| DIRECTOR BEG. 01/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH ZEDER | |||||||||
| DIRECTOR BEG. 07/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK BENNINGTON | |||||||||
| DIRECTOR END. 01/17 | 2.00 | 0.00 | Yes (X) | $1,701 | $0 | $0 | |||
| ELIZABETH BAXTER | |||||||||
| DIRECTOR BEG. 10/16 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BANCHS | |||||||||
| CEO | 50.00 | 0.00 | $557,114 | $0 | $25,156 | Yes (X) | |||
| CHRISTOPHER KRAUS | |||||||||
| VP & COO | 50.00 | 0.00 | $290,406 | $0 | $55,647 | Yes (X) | |||
| SEAN KRAMER | |||||||||
| DEVELOPMENT OFFICER | 45.00 | 0.00 | $151,872 | $0 | $9,303 | Yes (X) | |||
| WENDY GENTES | |||||||||
| DEVELOPMENT OFFICER | 45.00 | 0.00 | $156,508 | $0 | $20,518 | Yes (X) | |||
| ANNA MARTINEZ | |||||||||
| DEVELOPMENT OFFICER | 45.00 | 0.00 | $127,647 | $0 | $4,334 | Yes (X) | |||
| SHELLY HIRANAND | |||||||||
| AVP FOUNDATION OPERATIONS | 45.00 | 0.00 | $132,928 | $0 | $18,678 | Yes (X) | |||
| JAIME THOMAS | |||||||||
| AVP- DEVELOPMENT | 45.00 | 0.00 | $202,998 | $0 | $22,369 | Yes (X) | |||
| JORGE MEJIA MD | |||||||||
| FORMER DIRECTOR | 0.00 | 0.00 | $0 | $21,300 | $0 | Yes (X) | |||
| KENNETH AHONEN MD | |||||||||
| FORMER DIRECTOR | 0.00 | 0.00 | $0 | $19,483 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,690,289 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $992,304 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $166,938 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COPLEY RAFF INC | |||||
| 233 NEEDHAM STREET | NEWTON | MA | 02464 | PROFESSIONAL SVCS | $222,472 |
| ROBERT G BAAL | |||||
| 13505 SW 72 CT | PINECREST | FL | 33156 | PROFESSIONAL SVCS | $202,763 |
| REPUBLICA LLC | |||||
| 2153 CORAL WAY 500 | MIAMI | FL | 33145 | PURCHASED SERVICES | $162,922 |
| JOSEFINA ROMANO BROWN | |||||
| 702 S ALHAMBRA CIRCLE | CORAL GABLES | FL | 33146 | PROFESSIONAL SVCS | $114,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $415,101 | FundraisingAmt |
| All Other Contributions | $26,610,355 | AllOtherContributionsAmt |
| Noncash Contributions | $337,331 | NoncashContributionsAmt |
| Total Contributions | $27,025,456 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,720,503 | TotalRevenueColumnAmt |
| Exclusion | $1,720,503 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,862,690 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,720,074 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,142,616 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,142,616 | TotalRevenueColumnAmt |
| Exclusion | $2,142,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $5,578,732 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $415,101 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,692,509 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,886,223 | TotalRevenueColumnAmt |
| Exclusion | $2,886,223 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,722 | TotalRevenueColumnAmt |
| Exclusion | $14,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,722 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,789,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,764,064 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,048,142 | TotalAmt |
| Program Services | $14,048,142 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,283 | TotalAmt |
| Management And General | $1,103,283 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,243,743 | TotalAmt |
| Program Services | $3,173,329 | ProgramServicesAmt |
| Management And General | $70,414 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,545 | TotalAmt |
| Program Services | $131,798 | ProgramServicesAmt |
| Management And General | $48,747 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,189 | TotalAmt |
| Program Services | $279,728 | ProgramServicesAmt |
| Management And General | $103,461 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,151 | TotalAmt |
| Program Services | $185,530 | ProgramServicesAmt |
| Management And General | $68,621 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,034 | TotalAmt |
| Management And General | $17,034 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,652 | TotalAmt |
| Fundraising | $341,652 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,313 | TotalAmt |
| Management And General | $395,313 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,371 | TotalAmt |
| Management And General | $637,875 | ManagementAndGeneralAmt |
| Fundraising | $1,057,496 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,845 | TotalAmt |
| Program Services | $3,242 | ProgramServicesAmt |
| Management And General | $9,727 | ManagementAndGeneralAmt |
| Fundraising | $51,876 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,312 | TotalAmt |
| Program Services | $460,966 | ProgramServicesAmt |
| Management And General | $81,346 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,171 | TotalAmt |
| Program Services | $12,965 | ProgramServicesAmt |
| Management And General | $46,170 | ManagementAndGeneralAmt |
| Fundraising | $16,036 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552 | TotalAmt |
| Program Services | $1,009 | ProgramServicesAmt |
| Management And General | $543 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS | $201,671 | $171,421 | $30,250 |
| PROVISION FOR BAD DEBTS | $178,144 | $178,144 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,726,118 | TotalAmt |
| Program Services | $18,646,274 | ProgramServicesAmt |
| Management And General | $2,612,784 | ManagementAndGeneralAmt |
| Fundraising | $1,467,060 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,754,075 | BOYAmt |
| EOY | $4,402,017 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,052,298 | BOYAmt |
| EOY | $42,705,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,760 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,050 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,262 | BOYAmt |
| EOY | $7,710 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,493,738 | BOYAmt |
| EOY | $74,201,324 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,089,673 | BOYAmt |
| EOY | $7,614,325 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,399,046 | BOYAmt |
| EOY | $128,930,548 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,945,572 | BOYAmt |
| EOY | $4,264,797 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,649,756 | BOYAmt |
| EOY | $7,025,871 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,595,328 | BOYAmt |
| EOY | $11,290,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,062,504 | BOYAmt |
| EOY | $25,302,443 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,580,240 | BOYAmt |
| EOY | $78,681,631 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,160,974 | BOYAmt |
| EOY | $13,655,806 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,803,718 | BOYAmt |
| EOY | $117,639,880 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,399,046 | BOYAmt |
| EOY | $128,930,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,063,402 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,566,684 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $206,076 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,320,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,538,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,500,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,406,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,148,592 | CurrentTaxYearAmt |
| Total | $50,914,502 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,320,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,538,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,500,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,406,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,148,592 | CurrentTaxYearAmt |
| Total | $50,914,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $50,914,502 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,489,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,458,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,811,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,710,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,720,503 | CurrentTaxYearAmt |
| Total | $8,190,058 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,722 | CurrentTaxYearAmt |
| Total | $26,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,131,550 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $19,131,966 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS REVENUE - 2015 AMOUNT: $ 12,268. 2016 AMOUNT: $ 14,722. |
| UNUSUAL GRANTS | TAX YEAR 2012 DATE OF GRANT 12/26/2012 AMOUNT $1,000,000 DATE OF GRANT 12/28/2012 AMOUNT $1,071,055 DATE OF GRANT 02/27/2013 AMOUNT $1,000,000 DATE OF GRANT 05/01/2013 AMOUNT $1,000,000 DATE OF GRANT 05/23/2013 AMOUNT $1,000,000 TAX YEAR 2013 DATE OF GRANT 10/14/2013 AMOUNT $1,333,333 DATE OF GRANT 01/20/2014 AMOUNT $1,000,000 DATE OF GRANT 02/25/2014 AMOUNT $1,115,664 DATE OF GRANT 03/25/2014 AMOUNT $1,000,000 TAX YEAR 2014 DATE OF GRANT VARIOUS AMOUNT $12,945,115 DATE OF GRANT 10/13/2014 AMOUNT $3,060,000 DATE OF GRANT 02/18/2015 AMOUNT $1,000,000 DATE OF GRANT 02/18/2015 AMOUNT $1,000,000 DATE OF GRANT 05/19/2015 AMOUNT $1,000,000 |
| TAX YEAR 2015 | DATE OF GRANT 10/02/2015 AMOUNT $5,100,000 DATE OF GRANT VARIOUS AMOUNT $950,000 DATE OF GRANT 09/30/2016 AMOUNT $900,000 DATE OF GRANT 05/26/2016 AMOUNT $750,000 DATE OF GRANT 02/29/2016 AMOUNT $500,000 DATE OF GRANT 09/30/2016 AMOUNT $500,000 DATE OF GRANT 01/12/2016 AMOUNT $500,000 DATE OF GRANT 01/26/2016 AMOUNT $498,955 DATE OF GRANT 04/18/2016 AMOUNT $450,000 |
| TAX YEAR 2016 | DATE OF GRANT 10/19/2016 AMOUNT $3,000,000 DATE OF GRANT 05/08/2017 AMOUNT $2,000,000 DATE OF GRANT 09/27/2017 AMOUNT $2,000,000 DATE OF GRANT VARIOUS AMOUNT $1,776,864 DATE OF GRANT 09/18/2017 AMOUNT $1,500,000 DATE OF GRANT 03/27/2017 AMOUNT $1,000,000 DATE OF GRANT 04/25/2017 AMOUNT $1,000,000 DATE OF GRANT 01/25/2017 AMOUNT $600,000 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,160,974 | BeginningYearBalanceAmt |
| Contributions | $494,832 | ContributionsAmt |
| End Year Balance | $13,655,806 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,864,114 | BeginningYearBalanceAmt |
| Contributions | $296,860 | ContributionsAmt |
| End Year Balance | $13,160,974 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,602,410 | BeginningYearBalanceAmt |
| Contributions | $261,704 | ContributionsAmt |
| End Year Balance | $12,864,114 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,203,366 | BeginningYearBalanceAmt |
| Contributions | $399,044 | ContributionsAmt |
| End Year Balance | $12,602,410 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,498,838 | BeginningYearBalanceAmt |
| Contributions | $1,104,528 | ContributionsAmt |
| Other Expenditures | $400,000 | OtherExpendituresAmt |
| End Year Balance | $12,203,366 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,760 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,050 | DepreciationAmt |
| Book Value | $7,710 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,710 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST RECEIVABLE | $317,379 |
| "CASH SURRENDER VALUE" OF OWNED LIFE INSURANCE POLICIES | $1,559,048 |
| RECEIVABLE FROM REMAINDER TRUSTS | $5,702,898 |
| PLEDGE RECEIVABLE FROM BHSF RE FOUNDATION | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,614,325 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $7,025,871 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,025,871 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $282,072,770 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $272,328,483 | OtherRevenueAmt |
| Revenue Not Reported | $272,328,483 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,744,287 | RevenueSubtotalAmt |
| Other Revenues Not Included | $24,045,233 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $24,045,233 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,789,520 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $379,075,055 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $368,369,730 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $368,369,730 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,705,325 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $12,020,793 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,020,793 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,726,118 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC'S ENDOWMENT CONSISTS OF FUNDS THAT HAVE BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. ALL ENDOWMENTS RECEIVED BY BHSF FOUNDATION HAVE BEEN RECORDED AS PERMANENTLY RESTRICTED NET ASSETS DUE TO THE DONOR IMPOSED RESTRICTIONS. ENDOWMENT FUNDS RECEIVED ARE INCLUDED IN ASSETS WHOSE USE IS LIMITED AND INVESTED IN ACCORDANCE WITH BAPTIST HEALTH SOUTH FLORIDA'S (BHSF) INVESTMENT POLICY. GIFTS DONATED TO THE PERMANENTLY RESTRICTED ENDOWMENTS ARE CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS AT THEIR ORIGINAL FAIR VALUE. GIFTS DONATED WITH TEMPORARY RESTRICTIONS ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS AT THEIR ORIGINAL FAIR VALUE, UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE BHSF HOSPITALS OR BAPTIST OUTPATIENT SERVICES, INC (BOS) IN ACCORDANCE WITH DONORS' WISHES. INCOME DERIVED FROM PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS IS EXPENDABLE TO SUPPORT THE BHSF HOSPITALS AND BOS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. THE ENDOWMENT FUNDS AT BAPTIST HEALTH SOUTH FLORIDA FOUNDATION SUPPORT E-ICU SERVICES, HYPERBARIC MEDICINE, ONCOLOGY SERVICES, ELECTROPHYSIOLOGY PROGRAM, CHILD DEVELOPMENT PROGRAM, THE PEPE ALVAREZ MEMORIAL LECTURE FUND AND AN ANNUAL DINNER LECTURE FOR NURSES. |
| 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, ACCOUNTING STANDARDS CODIFICATION 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, 2017 AND 2016, BHSF HAD NO MATERIAL UNRECOGNIZED TAX POSITIONS WHICH ARE EXPECTED TO REMAIN UNCHANGED THROUGH SEPTEMBER 30, 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF LIFE INSURANCE POLICIES 146,522. REVENUE OF AFFILIATES 269,010,590. NET UNREALIZED GAINS ON INVESTMENTS 3,566,684. INVESTMENT MANAGEMENT FEES -395,313. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTIONS -2,422,662. TEMPORARILY RESTRICTED FUNDS FROM FUNDRAISING EVENTS 2,886,223. PERMANENTLY RESTRICTED FUNDS CURRENT YEAR 494,832. TEMPORARILY RESTRICTED FUNDS CURRENT YEAR 22,671,739. NON-CASH CONTRIBUTIONS 337,331. CASH CONTRIBUTIONS 77,770. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF AFFILIATES 368,369,730. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO AFFILIATES FOR PP&E 11,625,480. INVESTMENT MANAGEMENT FEES 395,313. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT BAAL | ||||||||
| 13505 SW 72 CT | PINECREST | FL | 33156 | FUNDRAISING | 0 | $1,588,093 | $227,227 | $0 |
| JOSEFINA ROMANO BROWN | ||||||||
| 702 S ALHAMBRA CIRCLE | CORAL GABLES | FL | 33143 | FUNDRAISING | 0 | $873,000 | $114,425 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,461,093 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $341,652 | TotalRetainedByContractorsAmt |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MCI GRAND GALA | Event1Nm |
| Gross Receipts Event1 | $3,764,747 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $217,439 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,547,308 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $370,561 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $218,444 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,110,432 | OtherDirectExpensesEvent1Amt |
| Event2 | MH BALL | Event2Nm |
| Gross Receipts Event2 | $732,716 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $124,832 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $607,884 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $102,416 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $99,630 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $14,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $151,517 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,496,370 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $72,830 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,423,540 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,556 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $169,719 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $48,078 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $390,656 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $5,993,833 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $415,101 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $5,578,732 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $485,533 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $487,793 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $66,578 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,652,605 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,692,509 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,886,223 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BAPTIST HOSPITAL OF MIAMI INC | |||||||
| 8900 NORTH KENDALL DRIVE | MIAMI | FL | 33176 | 590910342 | 501 (C)(3) | $12,154,336 | OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS |
| SOUTH MIAMI HOSPITAL INC | |||||||
| 6200 SW 73 STREET | MIAMI | FL | 33143 | 590872594 | 501 (C)(3) | $532,460 | OPERATIONS |
| MARINERS HOSPITAL INC | |||||||
| 91500 OVERSEAS HIGHWAY | TAVERNIER | FL | 33070 | 591987355 | 501 (C)(3) | $1,898 | OPERATIONS |
| BAPTIST HEALTH SOUTH FLORIDA INC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 650267668 | 501 (C)(3) | $819,556 | OPERATIONS |
| HOMESTEAD HOSPITAL | |||||||
| 975 BAPTIST WAY | HOMESTEAD | FL | 33033 | 650232993 | 501 (C)(3) | $463,913 | OPERATIONS |
| DOCTORS HOSPITAL | |||||||
| 5000 UNIVERSITY DR | CORAL GABLES | FL | 33146 | 043775926 | 501 (C)(3) | $14,963 | OPERATIONS |
| WEST KENDALL BAPTIST HOSPITAL | |||||||
| 9555 SW 162 AVE | MIAMI | FL | 33196 | 522438452 | 501 (C)(3) | $47,607 | OPERATIONS |
| MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 473090066 | 501 (C)(3) | $976 | OPERATIONS |
| BAPTIST HEALTH MEDICAL GROUP INC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 462597739 | 501 (C)(3) | $5,451 | OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | BAPTIST HEALTH SOUTH FLORIDA FOUNDATION CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH ITS MISSION. THE ORGANIZATION STRIVES TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES IT SERVES. TYPICALLY MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS THE COMMUNITIES RECEIVE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE FOYO | ||||||||||||||
| DIRECTOR BEG. 07/17 | $0 | $456,576 | $0 | $414,345 | $0 | $10,200 | $0 | $5,300 | $0 | $5,633 | $0 | $892,054 | $0 | $0 |
| WILLIAM BANCHS | ||||||||||||||
| CEO | $268,994 | $0 | $275,470 | $0 | $12,650 | $0 | $5,300 | $0 | $19,856 | $0 | $582,270 | $0 | $13,686 | $0 |
| CHRISTOPHER KRAUS | ||||||||||||||
| VP & COO | $165,981 | $0 | $87,509 | $0 | $36,916 | $0 | $27,629 | $0 | $28,018 | $0 | $346,053 | $0 | $15,882 | $0 |
| SEAN KRAMER | ||||||||||||||
| DEVELOPMENT OFFICER | $94,298 | $0 | $38,263 | $0 | $19,311 | $0 | $3,046 | $0 | $6,257 | $0 | $161,175 | $0 | $0 | $0 |
| WENDY GENTES | ||||||||||||||
| DEVELOPMENT OFFICER | $123,449 | $0 | $21,257 | $0 | $11,802 | $0 | $3,206 | $0 | $17,312 | $0 | $177,026 | $0 | $0 | $0 |
| SHELLY HIRANAND | ||||||||||||||
| AVP FOUNDATION OPERATIONS | $110,347 | $0 | $20,781 | $0 | $1,800 | $0 | $2,738 | $0 | $15,940 | $0 | $151,606 | $0 | $0 | $0 |
| JAIME THOMAS | ||||||||||||||
| AVP- DEVELOPMENT | $147,585 | $0 | $43,008 | $0 | $12,405 | $0 | $4,188 | $0 | $18,181 | $0 | $225,367 | $0 | $0 | $0 |
| JORGE MEJIA MD | ||||||||||||||
| FORMER DIRECTOR | $0 | $0 | $0 | $0 | $0 | $21,300 | $0 | $0 | $0 | $0 | $0 | $21,300 | $0 | $0 |
| KENNETH AHONEN MD | ||||||||||||||
| FORMER DIRECTOR | $0 | $0 | $0 | $0 | $0 | $19,483 | $0 | $0 | $0 | $0 | $0 | $19,483 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4B | 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 | 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. |
| SCHEDULE J- SUPPLEMENTAL INFORMATION | IN THE FOURTH QUARTER OF FISCAL YEAR 2016 (THIRD QUARTER OF CALENDAR YEAR 2016), CERTAIN BHSF EMPLOYEES WERE ELIGIBLE FOR A VOLUNTARY SEPARATION OPPORTUNITY (VSO), WHICH GAVE THOSE EMPLOYEES THE OPPORTUNITY TO RECEIVE ENHANCED EMPLOYMENT TERMINATION BENEFITS. |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,313 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $286,018 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | THE MISSION OF BAPTIST HEALTH IS TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO PROMOTE THE SANCTITY AND PRESERVATION OF LIFE, IN THE COMMUNITIES WE SERVE. BAPTIST HEALTH IS A FAITH-BASED ORGANIZATION GUIDED BY THE SPIRIT OF JESUS CHRIST AND THE JUDEO-CHRISTIAN ETHIC. WE ARE COMMITTED TO MAINTAINING THE HIGHEST STANDARDS OF CLINICAL AND SERVICE EXCELLENCE, ROOTED IN THE UTMOST INTEGRITY AND MORAL PRACTICE. CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, REGARDLESS OF RELIGION, CREED, RACE OR NATIONAL ORIGIN, INCLUDING, AS PERMITTED BY ITS RESOURCES, CHARITY CARE TO THOSE IN NEED. |
| FORM 990, PART III, LINE 4A | CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH SOUTH FLORIDA AND ITS AFFILIATES (BAPTIST HEALTH) ARE 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, 2017, BAPTIST HEALTH PROVIDED PATIENT SERVICES TO THE SOUTH FLORIDA AREA WITH 71,121 ADULT ADMISSIONS, 359,729 PATIENT DAYS, AND 339,894 EMERGENCY ROOM VISITS. DURING THAT SAME TIME PERIOD, URGENT CARE VISITS TOTALED 303,294, OUTPATIENT SURGERY CASES 70,311, AND TOTAL OUTPATIENT VISITS WERE 1,204,884 SYSTEM-WIDE. AS OF SEPTEMBER 30, 2017 THE SYSTEM HAD 1,770 LICENSED INPATIENT BEDS COMPRISED OF 1,493 ACUTE CARE BEDS. IN TOTAL BAPTIST HEALTH PROVIDED MORE THAN $288,786,000 IN COMMUNITY BENEFIT DURING ITS 2017 FISCAL YEAR. WE PROVIDED CHARITY CARE VALUED AT $90,113,000 AS WELL AS $169,648,000 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 BHSF'S COST ACCOUNTING SYSTEM, APPLIED TO THE CURRENT PERIOD GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY AND MEDICAID PATIENTS. WE ALSO CONTRIBUTED $24,467,984 TO THE INDIGENT CARE FUND AND EXPENDED $5,471,000 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. BAPTIST HEALTH ALSO HELPED THOSE IN NEED OF PRIMARY CARE SERVICES BY DONATING APPROXIMATELY $1,779,000 TO NEIGHBORHOOD NOT-FOR-PROFIT CLINICS SUCH AS THE OPEN DOOR HEALTH CENTER IN HOMESTEAD, THE SOUTH MIAMI CHILDREN'S CENTER AND GOOD NEWS CARE CENTER IN SOUTH MIAMI AND THE GOOD HEALTH CLINIC IN TAVERNIER. BAPTIST HEALTH SPENT $16,054,700 PAYING PHYSICIANS WHO PROVIDE CARE TO OUR COMMUNITY MEMBERS IN NEED. ADDITIONALLY, WE PROVIDED $1,815,000 IN CONTINUING MEDICAL EDUCATION, $420,500 IN CHAPLAINCY, $1,519,000 IN PALLIATIVE CARE AND $1,964,800 IN UNFUNDED PATIENT CARE DURING THE YEAR ENDED SEPTEMBER 30, 2017. FULFILLING OUR MISSION TO PROVIDE COMPASSIONATE CARE TO THE ENTIRE COMMUNITY ISN'T ONLY ABOUT ASSISTING THOSE IN FINANCIAL NEED. IT IS ALSO ABOUT SUPPORTING SERVICES THAT LOSE MONEY BUT ARE ESSENTIAL TO OUR COMMUNITY. IN 2007, BAPTIST HEALTH INVESTED APPROXIMATELY $135,000,000 IN BUILDING A REPLACEMENT HOSPITAL FOR HOMESTEAD HOSPITAL. HOMESTEAD HOSPITAL OPERATES AT A LOSS, BUT BAPTIST HEALTH CONTINUES TO OPERATE THIS HOSPITAL BECAUSE IT FILLS AN IMPORTANT COMMUNITY NEED FOR QUALITY HEALTHCARE. ADDITIONALLY BAPTIST HEALTH HAS INVESTED SUBSTANTIAL FUNDS TO HARDEN ITS FACILITIES TO WITHSTAND A CATEGORY 5 HURRICANE FOR THE PROTECTION OF OUR PATIENTS AND NEIGHBORS. MIAMI CANCER INSTITUTE OFFICIALLY OPENED ITS DOORS IN JANUARY 2017. THE $430 MILLION, 445,000-SQUARE-FOOT FACILITY IS PART OF BAPTIST HEALTH SOUTH FLORIDA. 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, WHICH OPENED IN FALL 2017. THE PRECISION OF PROTON THERAPY ALLOWS DOCTORS TO TARGET CANCER CELLS WITHOUT DAMAGING HEALTHY TISSUE AND VITAL ORGANS. MIAMI CANCER INSTITUTE EXPECTS TO DRAW A SIGNIFICANT NUMBER OF PATIENTS FROM OUTSIDE THE UNITED STATES AND WILL ATTRACT LEADING 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 - IS DUE TO OPEN ON THE WEST END OF THE BAPTIST HOSPITAL CAMPUS IN LATE 2018 AND WILL BE AN ESSENTIAL COMPONENT TO SERVING OUT-OF-TOWN PATIENTS AND GUESTS VISITING THE CANCER INSTITUTE. IN ADDITION TO THE HEALTH-RELATED BENEFITS LISTED ABOVE, BAPTIST HEALTH ALSO HAS A SIGNIFICANT AND POSITIVE FINANCIAL IMPACT ON OUR COMMUNITY. WE DIRECTLY EMPLOY MORE THAN 16,000 INDIVIDUALS AND DIRECTLY AND INDIRECTLY CREATE ANOTHER 34,000 JOBS. 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. WEST KENDALL BAPTIST HOSPITAL IS CERTIFIED AS A GREEN BUILDING THROUGH THE LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) PROGRAM FOR THE U.S. GREEN BUILDING COUNCILS. THIS COMMITMENT APPLIES TO OUR DAY-TO-DAY OPERATIONS, AS WELL, FROM THE SUPPLIES WE PURCHASE TO THE VEHICLES WE USE. IN ACCORDANCE WITH OUR FAITH-BASED MISSION, BAPTIST HEALTH SOUTH FLORIDA AND ITS AFFILIATES ARE COMMITTED TO MAKING A SIGNIFICANT, POSITIVE IMPACT ON THE COMMUNITY IT SERVES. |
| FORM 990, PART V, LINE 1A | US INFORMATIONAL RETURNS BAPTIST HEALTH SOUTH FLORIDA (BHSF) HAS A SYSTEM-WIDE TREASURY POLICY, WHICH RECOGNIZES ITS RESPONSIBILITY TO OVERSEE, MANAGE, AND COORDINATE ALL AFFILIATE OPERATIONS, INCLUDING THE TREASURY FUNCTIONS. 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 | EMPLOYEES REPORTED ON FORM W-3 BAPTIST HEALTH SOUTH FLORIDA (BHSF)IS THE APPOINTED PAY AGENT FOR ALL OF ITS AFFILIATES. AS SUCH ONLY BHSF ISSUES FORM W-3. |
| FORM 990, PART VI, SECTION A, LINE 2 | CARLOS LOWELL AND VICTORIA LOWELL HAVE A FAMILY RELATIONSHIP. JOSEPH WESTON AND SCOTT WESTON HAVE A FAMILY RELATIONSHIP. OSCAR BARBARA AND RICHARD BARBARA HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING FISCAL YEAR 2017, THE BOARD OF DIRECTORS APPROVED THE FOLLOWING CHANGES TO THE BY-LAWS: ARTICLE I BOARD OF DIRECTORS SECTION 1.1E. INCLUSION OF THE CHIEF ECECUTIVE OFFICER OF MIAMI CANCER INTSTITUTE AT BAPTIST HEALTH, INC. SECTION 1.1G BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE SHALL ALSO BE HONONRY DIRECTORS OF THE CORPORATION WHILE SERVING IN THIS CAPACITY ARTICLE II: EXECUTIVE COMMITTEE THE FOLLOWING MEMBERS WERE ADDED AS PART OF THE EXECUTIVE COMMITTEE: - THE CHAIRPERSONS OF THE COUNCILS - THE CHAIRPERSON OF THE COMMITTEE - THE CHAIRPERSON OF THE MARKETING AND COMMUNICATION COMMITTEE - THE CHAIRPERSON OF THE INTERNATIONAL COMMITTEE - THE CHAIRPERSON OF THE DEVELOPMENT COMMITTEE SUB-COMMITTEES INCLUDING THE GRATEFULL PATIENTS/ PHYSICIAN PHILANTROPY ADVISORY COUNCIL ("PPAC") COMMITTEE - THE FOUNDERS SOCIETY COMMITTEE - THE COPORATE PHILANTROPY COMMITTEE - ANNUAL FUND COMMITTEE ARTICLE III: OFFICERS SECTION 3.8 TREAUSRER WAS MODIFIED TO REMOVE "THE ASSISTANT TREASURER SHALL PERFORM FUNCTIONS AS ARE DELEGATED FROM TIME TO TIME BY THE BOARD OF DIRECTORS" SECTION 3.9 SECRETARY WAS MODIFIED TO REMOVE " THE ASSISTANT SECRETARY SHALL PERFORM THOSE FUNCTIONS AS ARE DELEGATED FROM TIME TO TIME BY THE SECRETARY AND THOSE FUNCIONTS AS ARE ASSIGNED FROM TIME TO TIME BY THE BOARD OF DIRECTORS" ARTICLE IV: COMMITTEES SECTION 4.1A BOARD GOVERNANCE AND NOMINATING COMMITTEE WAS MODIFIED TO INCLUDE THE BOAD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC. SECTION 4.1D MARKETING COMMITTEE WAS MODIFIED AS FOLLOWS: "THE MARKETING COMMITTEE SHALL CONSIST OF MEMBERS OF THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS APPOINTED BY THE EXECUTIVE COMMITTEE AND SHALL HANDLE SUCH MARKETING ISSUES AS THE EXECUTIVE COMMITTEE NAY DIRECT FROM TIME TO TIME." SECTIONS 4.1E INTERNATIONAL COMMITTEE AND 4.1F DEVELOPMENT COMMITTEE WERE ADDED |
| FORM 990, PART VI, SECTION A, LINE 7A | GOVERNING BODY AND MANAGEMENT THIS ORGANIZATION IS PART OF BAPTIST HEALTH SOUTH FLORIDA, AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA HAS THE RIGHT TO APPOINT SOME BOARD MEMBERS TO THE HOSPITAL'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | GOVERNING BODY AND MANAGEMENT THIS ORGANIZATION IS PART OF BAPTIST HEALTH SOUTH FLORIDA, AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA HAS THE RIGHT TO APPROVE OR RATIFY CERTAIN CORPORATE DECISIONS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS FOR REVIEWING FORM 990 THE MANAGEMENT OF BAPTIST HEALTH SOUTH FLORIDA (BHSF) 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 & INSURANCE COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES 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. 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, SECTION B, LINE 12C | 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 SOUTH FLORIDA, INC. AND ITS AFFILIATES ("BHSF"), 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 DIRECTLY OR INDIRECTLY OBTAIN FINANCIAL GAIN AS A RESULT OF A DECISION. THIS POLICY IS INTENDED FOR ALL EMPLOYEES IN ORDER THAT THEY MAY 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. INDIVIDUALS MAY SERVE AS VOTING MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION, SO LONG AS THEY ARE: NOT EMPLOYED BY BAPTIST OR THE FOUNDATION; NOT ENGAGED IN BUSINESS WITH THE FOUNDATION EITHER DIRECTLY OR INDIRECTLY THROUGH A FAMILY OR BUSINESS RELATIONSHIP; AND DO NOT HAVE A FAMILY MEMBER EMPLOYED IN A MANAGEMENT CAPACITY BY THE FOUNDATION THE POLICY IMPOSES ADDITIONAL RESTRICTIONS ON A FOUNDATION BOARD MEMBER'S ABILITY TO SERVE AS CHAIRPERSON OR ON BAPTIST HEALTH COMMITTEES. 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 THEIR 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, SECTION B, LINE 15 | PERFORMANCE-BASED EXECUTIVE 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 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 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 BYLAWS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO BAPTIST HEALTH SOUTH FLORIDA (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 ($2.5 BILLION IN REVENUES; 16,000 EMPLOYEES), SCOPE (6 HOSPITALS, 20 OUTPATIENT CENTERS AND A LARGE INTERNATIONAL SERVICE). 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, 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. 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, COUNTRY OR SOCIAL CLUB DUES AND PERSONAL SERVICES (SUCH AS MAID, CHAUFFEUR, CHEF, LANDSCAPER) ARE NOT PROVIDED (OR REIMBURSED) TO BAPTIST HEALTH EXECUTIVES. |
| FORM 990, PART VI, SECTION C, LINE 19 | 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 FOR PUBLIC VIEWING ON THIRD PARTY WEBSITES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON WWW.BAPTISTHEALTH.NET. |
| FORM 990, PART VII | 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 SOUTH FLORIDA OR ITS AFFILIATES WHICH MAKE POSSIBLE AN IMPORTANT ADMINISTRATIVE FUNCTION, OR MINOR DISCOUNTS ON CLINICAL SERVICES RECEIVED AT A BAPTIST HEALTH SOUTH FLORIDA FACILITY. ALL OF THESE AMOUNTS ARE REPORTED IN ACCORDANCE WITH THE RULES AND REGULATIONS PERTAINING TO IRS FORMS W-2 AND 1099 RESPECTIVELY. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -124,379. CONTRIBUTIONS TO AFFILIATES FOR PP&E 11,625,480. CONTRIBUTIONS TO AFFILIATES FOR OPERATIONS 2,422,662. NET ASSETS RELEASED FROM RESTRICTION -13,752,820. UNCOLLECTIBLE TEMPORARILY RESTRICTED PLEDGES -335,557. RESTRICTED INVESTMENT INCOME 224,168. CHANGE IN VALUE OF LIFE INSURANCE POLICY 146,522. |
| 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 R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH SOUTH FLORIDA | |||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650267668 | SUPPORT | FL | 501(C)(3) | 12C, TYPE 3 | N/A | 0 | |
| BAPTIST HOSPITAL OF MIAMI | |||||||||||
| 8900 N KENDALL DRIVE | MIAMI | FL | 33176 | 590910342 | HOSPITAL | FL | 501(C)(3) | 3 | 0 | BHSF | |
| BHSF REAL ESTATE FOUNDATION | |||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650611015 | SUPPORT | FL | 501(C)(3) | 12A, TYPE 1 | 0 | BHSF | |
| HOMESTEAD HOSPITAL | |||||||||||
| 975 BAPTIST WAY | HOMESTEAD | FL | 33033 | 650232993 | HOSPITAL | FL | 501(C)(3) | 3 | 0 | BHSF | |
| SOUTH MIAMI HOSPITAL | |||||||||||
| 6200 SW 73 ST | SOUTH MIAMI | FL | 33143 | 590872594 | HOSPITAL | FL | 501(C)(3) | 3 | 0 | BHSF | |
| MARINERS HOSPITAL | |||||||||||
| 91500 OVERSEAS HIGHWAY | TAVERNIER | FL | 33070 | 591987355 | HOSPITAL | FL | 501(C)(3) | 3 | 0 | BHSF | |
| WEST KENDALL BAPTIST HOSPITAL | |||||||||||
| 9555 SW 162 AVE | MIAMI | FL | 33196 | 522438452 | HOSPITAL | FL | 501(C)(3) | 3 | 0 | BHSF | |
| BAPTIST OUTPATIENT SERVICES | |||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 562290370 | MED. DIAG. | FL | 501(C)(3) | 3 | 0 | BHSF | |
| DOCTORS HOSPITAL | |||||||||||
| 5000 UNIVERSITY DRIVE | CORAL GABLES | FL | 33146 | 043775926 | HOSPITAL | FL | 501(C)(3) | 3 | 0 | BHSF | |
| BAPTIST HEALTH MEDICAL GROUP INC | |||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 462597739 | HEALTHCARE | FL | 501(C)(3) | 10 | 0 | BHSF | |
| MIAMI CANCER INSTITUTE AT BAPTIST HEALTH | |||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 473090066 | HEALTHCARE | FL | 501(C)(3) | 10 | 0 | BHSF | |
| FISHERMEN'S HEALTH INC | |||||||||||
| 3301 OVERSEAS HWY | MARATHON | FL | 33050 | 821682066 | HOSPITAL | FL | 501(C)(3) | 3 | 0 | BHSF | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| KENDALL PROFESSIONAL CENTER LIMITED | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 592645094 | LEASING OFFICE SPACE | FL | N/A |
| BAPTIST SLEEP CENTER AT GALLOWAY LLC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 271591797 | MEDICAL SERVICES | FL | N/A |
| BAPTIST SLEEP CENTERS OF SOUTH FLORIDA LLC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 273597226 | MEDICAL SERVICES | FL | N/A |
| BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 201796841 | MEDICAL SERVICES | FL | N/A |
| BHS AMBULATORY SURGICAL CENTER AT BAPTIST LTD | |||||||
| 8900 N KENDALL DRIVE | MIAMI | FL | 33176 | 650663357 | MEDICAL SERVICES | FL | N/A |
| AMSURG BAPTIST NETWORK ALLIANCE LLC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 473088958 | HOLDING COMPANY | FL | N/A |
| BAPTIST AMBULATORY ALLIANCE LLC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 814431967 | HOLDING COMPANY | FL | N/A |
| HEALTH NETWORK AMBULATORY ALLIANCE LLC | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 814490589 | HOLDING COMPANY | FL | N/A |
| MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY | |||||||
| 6855 RED ROAD SUITE 600 | CORAL GABLES | FL | 33143 | 474128811 | CARDIAC MEDICAL CENTER | FL | N/A |
| MEDLEY OPPORTUNITY FUND III LP | |||||||
| AVENUE 6TH FLOOR EAST | NEY YORK | NY | 10152 | 471284126 | INVESTMENT IN DEBT | NY | N/A |
| SOUTH FLORIDA CENTER FOR ENDOSCOPY & DIGESTIVE DISEASE LLC | |||||||
| 7875 SW 104TH STSUITE 201 | MIAMI | FL | 33156 | 651112489 | MEDICAL SERVICES | FL | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMARITAN RISK RETENTION GROUP | ||||||||||||||
| 7301 RIVERS AVENUE STE 230 | NORTH CHARLESTON | SC | 29406 | 203433505 | INSURANCE | SC | BHSF | C | 0 | |||||
| PINEAPPLE INSURANCE COMPANY | ||||||||||||||
| 980465790 | INSURANCE | BHSF | C | 0 | 23 LIME TREE BAY AVE PO BOX 1051 | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||
| BAPTIST HEALTH ENTERPRISES | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 592572862 | REAL ESTATE MGMT | FL | BHSF | C | 0 | |||||
| BMAB EAST TOWER | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 654047110 | LEASE OFFICE | FL | BHE | C | 0 | |||||
| BAPTIST MEDICAL SERVICES CORP | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650506620 | HOLDING COMPANY | FL | BHE | C | 0 | |||||
| KENDALL CREDIT & BUSINESS SERVICES INC | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650434778 | COLLECTION AGENCY | FL | BHE | C | 0 | |||||
| WEST KENDALL PROFESSIONAL SERVICES INC | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650475570 | COLLECTION AGENCY | FL | BHE | C | 0 | |||||
| SOUTH MIAMI HEALTH ENTERPRISES INC | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 592623930 | MEDICAL CENTER | FL | BHE | C | 0 | |||||
| EAST KENDALL INVESTMENTS INC | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650593165 | REAL ESTATE RENTL | FL | BHE | C | 0 | |||||
| BAPTIST AMBULATORY SERVICES INC | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 421573814 | HOLDING COMPANY | FL | BHE | C | 0 | |||||
| BHE REALTY INC | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 900152617 | R.ESTATE BROKER | FL | BHE | C | 0 | |||||
| BAPTIST ANCILLARY SERVICES INC | ||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 550800138 | HOLDING COMPANY | FL | BHE | C | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |