BAPTIST HEALTH OF SOUTH FLORIDA INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH OF SOUTH FLORIDA INC (EIN 65-0267668)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-13
- IRS object ID
- 201812259349302101
- Schema version
- 2016v3.0
- Note
- A later return for the same period supersedes this one.
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- 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 | 650267668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH SOUTH FLORIDAINC | BusinessNameLine1Txt |
| 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 | 331433632 | 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 | BRIAN E KEELEY | 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 | 331433632 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,312,358,780 | 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 | 1991 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE FORM 990, PART III, LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 3092 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,392,213 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$118,889 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $123,818,822 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,017,687 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $596,789,344 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $599,976,876 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,473,678 | PYInvestmentIncomeAmt |
| CY Investment Income | $151,721,817 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,690,654 | PYOtherRevenueAmt |
| CY Other Revenue | $7,749,427 | CYOtherRevenueAmt |
| PY Total Revenue | $759,772,498 | PYTotalRevenueAmt |
| CY Total Revenue | $808,465,807 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,448,024 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,218,823 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $307,859,869 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $276,588,677 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $328,695,620 | PYOtherExpensesAmt |
| CY Other Expenses | $335,974,112 | CYOtherExpensesAmt |
| PY Total Expenses | $643,003,513 | PYTotalExpensesAmt |
| CY Total Expenses | $617,781,612 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $116,768,985 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $190,684,195 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,412,818,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,831,923,642 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,263,220,318 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,384,642,044 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,149,598,358 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,447,281,598 | 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 | $473,538,469 | ExpenseAmt |
| Grant | $5,218,823 | GrantAmt |
| Revenue | $603,304,771 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $473,538,469 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| 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 | 1378 | IRPDocumentCnt |
| IRP Document W2 G | 2 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18152 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| 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 SUITE 200 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331433632 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| GEORGE CORRIGAN | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $283 | $0 | $0 | |||
| REV WILLIAM L CHAMBERS III | |||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SCOTT WESTON | |||||||||
| TRUSTEE | 2.00 | 8.00 | Yes (X) | $1,724 | $0 | $0 | |||
| CHARLES M HOOD III | |||||||||
| TRUSTEE | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTA STOKES | |||||||||
| TRUSTEE | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN M KENYON MD | |||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARCOS A RAMOS | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REV WILNER MAXY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DR WILLIAM W WHITE | |||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| REV RICHARD LEDGISTER | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL D MAY | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY A HERSHOFF ESQ | |||||||||
| TRUSTEE | 2.00 | 6.00 | Yes (X) | $2,606 | $0 | $0 | |||
| GEORGE E CADMAN III | |||||||||
| TRUSTEE | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM DICKINSON | |||||||||
| TRUSTEE | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| HERBERT H GREENE MD | |||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $138 | $0 | $0 | |||
| JAMES CARR | |||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $5,262 | $0 | $0 | |||
| CALVIN BABCOCK | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $1,133 | $0 | $0 | |||
| RONALD A SHUFFIELD | |||||||||
| TRUSTEE | 2.00 | 8.00 | Yes (X) | $447 | $0 | $0 | |||
| AIDA SHAFER | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $90 | $0 | $0 | |||
| WILLIAM TILLETT | |||||||||
| TRUSTEE | 2.00 | 8.00 | Yes (X) | $1,990 | $0 | $0 | |||
| GARY JOHNSON | |||||||||
| TRUSTEE | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| RUDY KRANYS | |||||||||
| TRUSTEE | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| YERBY T BARKER | |||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE ELAM | |||||||||
| TRUSTEE | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD DAILEY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANA SIGARS-MALINA | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $375 | $0 | $0 | |||
| SHELDON ANDERSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE ALONSO | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM DAVIDSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| S LAWRENCE KAHN | |||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $4,407 | $0 | $0 | |||
| TOMAS ERBAN | |||||||||
| TRUSTEE- BEG 10/1/16 | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN PEREZ-CARLTON | |||||||||
| TRUSTEE - BEG 6/3/17 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN KEELEY | |||||||||
| CEO & PRESIDENT | 50.00 | 0.00 | $2,106,467 | $0 | $32,549 | Yes (X) | |||
| RALPH LAWSON | |||||||||
| CFO & EVP | 50.00 | 2.00 | $1,265,926 | $0 | $16,008 | Yes (X) | |||
| D WAYNE BRACKIN | |||||||||
| COO & EVP | 50.00 | 0.00 | $1,019,458 | $0 | $195,737 | Yes (X) | |||
| GEORGE FOYO | |||||||||
| CAO & EVP END 7/22/17 | 50.00 | 0.00 | $881,121 | $0 | $10,933 | Yes (X) | |||
| JACK ZIFFER | |||||||||
| CMO & EVP | 50.00 | 0.00 | $840,199 | $0 | $131,039 | Yes (X) | |||
| ANA LOPEZ-BLAZQUEZ | |||||||||
| CSO & EVP | 50.00 | 0.00 | $671,023 | $0 | $104,613 | Yes (X) | |||
| PHILOMENA TAYLOR | |||||||||
| CIO | 50.00 | 0.00 | $645,056 | $0 | $107,313 | Yes (X) | |||
| JOE NATOLI | |||||||||
| CHIEF ADMIN OFFICER BEG 7/10/17 | 50.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MATTHEW ARSENAULT | |||||||||
| VP OF FINANCE | 50.00 | 0.00 | $492,163 | $0 | $74,863 | Yes (X) | |||
| ALBERT BOULENGER | |||||||||
| CEO - BAPTIST HOSPITAL OF | 50.00 | 0.00 | $890,995 | $0 | $123,896 | Yes (X) | |||
| MICHAEL ZINNER | |||||||||
| CEO- MIAMI CANCER INSTITUTE | 50.00 | 0.00 | $1,585,036 | $0 | $15,962 | Yes (X) | |||
| LINCOLN MENDEZ | |||||||||
| CEO - SOUTH MIAMI HOSPITAL | 50.00 | 0.00 | $731,069 | $0 | $109,705 | Yes (X) | |||
| JAVIER HERNANDEZ-LICHTL | |||||||||
| CEO - WEST KENDALL BAPTIST | 50.00 | 0.00 | $704,154 | $0 | $102,932 | Yes (X) | |||
| BARRY KATZEN | |||||||||
| CEO- MIAMI CARDIAC & VASCULAR INSTITUTE | 50.00 | 0.00 | $852,400 | $0 | $6,965 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,703,522 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,032,515 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 590 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROBINS & MORTON GROUP | |||||
| 400 SHADES CREEK PARKWAY | BIRMINGHAM | AL | 35209 | CONSTRUCTION SERVICE | $66,872,673 |
| CERNER HEALTH SERVICES INC | |||||
| PO BOX 959156 | ST LOUIS | MO | 63195 | SOFTWARE SUPPORT | $23,615,906 |
| GILBANE BUILDING COMPANY | |||||
| 1751 MOUND STREET SUITE 107 | SARASOTA | FL | 34236 | CONSTRUCTION SERVICE | $15,661,880 |
| NAVIGANT CONSULTING INC | |||||
| 4511 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | CONSULTING SERVICE | $11,395,883 |
| ARELLANO CONSTRUCTION COMPANY | |||||
| 7051 SW 12 ST | MIAMI | FL | 33144 | CONSTRUCTION SERVICE | $10,731,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 291 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $48,946,052 | RelatedOrganizationsAmt |
| Government Grants | $71,635 | GovernmentGrantsAmt |
| Total Contributions | $49,017,687 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | 561300 | $595,014,153 | $595,014,153 | |
| PARTNERSHIP INCOME | 541900 | $4,798,309 | $4,702,231 | $96,078 |
| GRANT REVENUE | 900099 | $164,414 | $164,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $599,976,876 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,758,903 | TotalRevenueColumnAmt |
| Exclusion | $68,758,903 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,052,554 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,022,020 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,534 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,534 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,239 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,295 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,582,809,744 | SecuritiesAmt |
| Other | $24,123 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,499,860,662 | SecuritiesAmt |
| Other | $10,291 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,949,082 | SecuritiesAmt |
| Other | $13,832 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,962,914 | TotalRevenueColumnAmt |
| Exclusion | $82,962,914 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| CHILDCARE REVENUE | 624410 | $2,631,153 | $2,631,153 | ||
| MISCELLANEOUS REVENUE | 900009 | $2,269,824 | $981,928 | $1,287,896 | |
| WATERHOUSE SALES REV. | 900099 | $1,216,555 | $1,216,555 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,601,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,212,107 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $389,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,718,893 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $808,465,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $603,291,388 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,392,213 | UnrelatedBusinessRevenueAmt |
| Exclusion | $154,764,519 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,218,823 | TotalAmt |
| Program Services | $5,218,823 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,143,334 | TotalAmt |
| Management And General | $8,143,334 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,296,000 | TotalAmt |
| Program Services | $188,223,434 | ProgramServicesAmt |
| Management And General | $25,072,566 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,406,118 | TotalAmt |
| Program Services | $7,713,017 | ProgramServicesAmt |
| Management And General | $1,693,101 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,407,641 | TotalAmt |
| Program Services | $25,754,266 | ProgramServicesAmt |
| Management And General | $5,653,375 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,335,584 | TotalAmt |
| Program Services | $11,755,179 | ProgramServicesAmt |
| Management And General | $2,580,405 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,909,973 | TotalAmt |
| Management And General | $4,909,973 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,855,511 | TotalAmt |
| Program Services | $3,927,756 | ProgramServicesAmt |
| Management And General | $3,927,755 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,322,010 | TotalAmt |
| Management And General | $1,322,010 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,900 | TotalAmt |
| Program Services | $360,900 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,556,238 | TotalAmt |
| Program Services | $11,936,115 | ProgramServicesAmt |
| Management And General | $2,620,123 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,652,243 | TotalAmt |
| Program Services | $40,714,839 | ProgramServicesAmt |
| Management And General | $8,937,404 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,944,341 | TotalAmt |
| Program Services | $13,894,360 | ProgramServicesAmt |
| Management And General | $3,049,981 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,033,653 | TotalAmt |
| Program Services | $2,487,595 | ProgramServicesAmt |
| Management And General | $546,058 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,109,330 | TotalAmt |
| Program Services | $68,149,651 | ProgramServicesAmt |
| Management And General | $14,959,679 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,548,622 | TotalAmt |
| Program Services | $4,549,870 | ProgramServicesAmt |
| Management And General | $998,752 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,068 | TotalAmt |
| Program Services | $1,016,856 | ProgramServicesAmt |
| Management And General | $223,212 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,188 | TotalAmt |
| Program Services | $16,554 | ProgramServicesAmt |
| Management And General | $3,634 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,670,256 | TotalAmt |
| Program Services | $32,529,610 | ProgramServicesAmt |
| Management And General | $7,140,646 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,015,484 | TotalAmt |
| Management And General | $36,015,484 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,474,804 | TotalAmt |
| Program Services | $46,309,339 | ProgramServicesAmt |
| Management And General | $10,165,465 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $7,070,215 | $5,797,576 | $1,272,639 |
| COLLECTION EXPENSE | $4,308,899 | $4,308,899 | |
| SCHOLARSHIP PROGRAM | $3,881,377 | $3,182,729 | $698,648 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,781,612 | TotalAmt |
| Program Services | $473,538,469 | ProgramServicesAmt |
| Management And General | $144,243,143 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,827,274 | BOYAmt |
| EOY | $106,379,259 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,282 | BOYAmt |
| EOY | $55,338 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,440,000 | BOYAmt |
| EOY | $3,200,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,054,164 | BOYAmt |
| EOY | $8,131,522 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,994,383 | BOYAmt |
| EOY | $25,205,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $771,203,193 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $355,894,940 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,466,713 | BOYAmt |
| EOY | $415,308,253 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,413,685,319 | BOYAmt |
| EOY | $2,765,660,155 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,214,674,541 | BOYAmt |
| EOY | $1,507,983,182 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,412,818,676 | BOYAmt |
| EOY | $4,831,923,642 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,829,717 | BOYAmt |
| EOY | $156,302,170 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,390,601 | BOYAmt |
| EOY | $1,228,339,874 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,220,318 | BOYAmt |
| EOY | $1,384,642,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,923,924,717 | BOYAmt |
| EOY | $3,370,578,895 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,871,957 | BOYAmt |
| EOY | $63,046,897 | 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 | $3,149,598,358 | BOYAmt |
| EOY | $3,447,281,598 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,412,818,676 | BOYAmt |
| EOY | $4,831,923,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $190,684,195 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $146,067,874 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$39,068,829 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 11 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (11 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| BAPTIST HOSPITAL OF MIAMI INC | ||||
| 590910342 | 3 | Yes (1) | $0 | $0 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | ||||
| 591923401 | 7 | Yes (1) | $0 | $0 |
| SOUTH MIAMI HOSPITAL INC | ||||
| 590872594 | 3 | Yes (1) | $0 | $0 |
| HOMESTEAD HOSPITAL INC | ||||
| 650232993 | 3 | Yes (1) | $0 | $0 |
| MARINERS HOSPITAL INC | ||||
| 591987355 | 3 | Yes (1) | $0 | $0 |
| DOCTORS HOSPITAL INC | ||||
| 043775926 | 3 | Yes (1) | $0 | $0 |
| WEST KENDALL BAPTIST HOSPITAL INC | ||||
| 522438452 | 3 | Yes (1) | $0 | $0 |
| BAPTIST OUTPATIENT SERVICES INC | ||||
| 562290370 | 3 | Yes (1) | $0 | $0 |
| BAPTIST HEALTH MEDICAL GROUP INC | ||||
| 462597739 | 10 | Yes (1) | $0 | $0 |
| MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC | ||||
| 473090066 | 10 | Yes (1) | $0 | $0 |
| FISHERMEN'S HEALTH INC | ||||
| 821682066 | 3 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 11 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 5A | (I) NAME OF THE SUPPORTED ORGANIZATION ADDED: MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC EIN: 47-3090066 NAME OF THE SUPPORTED ORGANIZATION ADDED: FISHERMEN'S HEALTH, INC EIN: 82-1682066 (II) MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC AND FISHERMEN'S HEALTH, INC ARE THE NEW SUPPORTED ORGANIZATIONS ADDED DURING FY2017. (III) AS DESCRIBED IN THEIR GOVERNING DOCUMENTS, BAPTIST HEALTH SOUTH FLORIDA IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ITS AFFILIATES AS LONG AS THEY ARE DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE IRS CODE. (IV) ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED TO INCLUDE MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC, AND FISHERMEN'S HEALTH, INC. |
| SCHEDULE A, PART IV, SECTION A, LINE 6 | BAPTIST HEALTH SOUTH FLORIDA CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. THE ORGANIZATION STRIVES TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. TYPICALLY MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR COMMUNITIES RECEIVE FROM THEM. |
| SCHEDULE A, PART IV, SECTION D, LINE 3 | THE OFFICERS AND BOARD OF TRUSTEES OF THE SUPPORTING ORGANIZATION MAINTAINS A CLOSE CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS AND BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION. IN ADDITION, THE INVESTMENT REVIEW COMMITTEE SHALL REVIEW THE PERFORMANCE OF THE INVESTMENT ADVISORS AND INVESTMENT MANAGERS FOR SUPPORTING AND SUPPORTED ORGANIZATIONS, AND SHALL MAKE RECOMMENDATIONS TO THE BOARD. THE INVESTMENT REVIEW COMMITTEE SHALL BE COMPRISED OF I) NOT LESS THAN FIVE MEMBERS FROM THE BOARD WHO SHALL BE APPOINTED BY THE BOARD ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE, ONE OF WHOM SHALL BE THE CHAIRPERSON OF THE FINANCE COMMITTEE, AND II) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH SUPPORTED ORGANIZATION. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A | AS DESCRIBED IN THE ARTICLES OF INCORPORATION FOR EACH SUPPORTED ORGANIZATION, BAPTIST HEALTH SOUTH FLORIDA HAS THE AUTHORITY TO APPOINT TWO BOARD MEMBERS FOR EACH OF THE SUPPORTED ORGANIZATIONS. THE BOARD OF TRUSTEES OF BHSF APPROVES ALL NOMINEES FOR EACH SUPPORTED ORGANIZATION'S BOARD. |
| SCHEDULE A, PART IV, SECTION E, LINE 3B | BAPTIST HEALTH SOUTH FLORIDA EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. MANY FUNCTIONS INCLUDING FINANCE, HUMAN RESOURCES, LEGAL, STRATEGIC PLANNING, ETC. ARE RETAINED BY BHSF IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION OF EACH SUPPORTED ORGANIZATION. |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $660,900 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $660,900 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $660,900 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $660,900 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $472,877,569 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $3,419,242,386 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $473,538,469 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $3,419,903,286 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $556,300 | CurrentYearMinus3Amt |
| Current Year Minus2 | $806,300 | CurrentYearMinus2Amt |
| Current Year Minus1 | $671,300 | CurrentYearMinus1Amt |
| Current Year | $660,900 | CurrentYearAmt |
| Total | $2,694,800 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE C, PART II-A | FOLLOWING IS THE LIST OF AFFILIATED GROUP MEMBERS: NAME: BAPTIST HOSPITAL OF MIAMI, INC. ADDRESS: 8900 NORTH KENDALL DRIVE, MIAMI, FL 33176 EIN: 59-0910342 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 1,094,788,613 NAME: DOCTORS HOSPITAL, INC ADDRESS: 5000 UNIVERSITY DRIVE, CORAL GABLES, FL 33146 EIN: 04-3775926 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 193,790,902 NAME: WEST KENDALL BAPTIST HOSPITAL, INC ADDRESS: 9555 SW 162 AVE, MIAMI, FL 33196 EIN: 52-2438452 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 281,954,901 NAME: MARINERS HOSPITAL, INC ADDRESS: 91500 OVERSEAS HIGHWAY, TAVERNIER, FL 33070 EIN: 59-1987355 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 64,956,340 NAME: HOMESTEAD HOSPITAL, INC ADDRESS: 975 BAPTIST WAY, HOMESTEAD, FL 33033 EIN: 65-0232993 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 404,184,743 NAME: SOUTH MIAMI HOSPITAL, INC ADDRESS: 6200 SW 73 STREET, MIAMI, FL 33143 EIN: 59-0872594 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 545,108,716 NAME: BAPTIST OUTPATIENT SERVICES, INC ADDRESS: 6855 RED ROAD SUITE 600, CORAL GABLES, FL 33143 EIN: 56-2290370 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 82,631,333 NAME: BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC ADDRESS: 6855 RED ROAD SUITE 600, CORAL GABLES, FL 33143 EIN: 59-1923401 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 18,646,274 NAME: BHSF REAL ESTATE FOUNDATION, INC ADDRESS: 6855 RED ROAD SUITE 600, CORAL GABLES, FL 33143 EIN: 65-0611015 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 7,767 NAME: BAPTIST HEALTH MEDICAL GROUP, INC ADDRESS: 6855 RED ROAD SUITE 600, CORAL GABLES, FL 33143 EIN: 46-2597739 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 215,169,380 NAME: MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC ADDRESS: 8900 NORTH KENDALL DRIVE, MIAMI, FL 33176 EIN: 47-30900664 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 34,701,316 NAME: FISHERMENS HEALTH, INC. ADDRESS: 3301 OVERSEAS HIGHWAY, MARATHON, FL 33050 EIN: 82-1682066 EXCESS LOBBYING EXPENDITURE: NONE EXEMPT PURPOSE EXPENDITURE: $ 10,424,532 |
| SCHEDULE C, PART II-A - FOUR-YEAR AVERAGING EXPLANATION | THE GOVERNMENTAL RELATIONS DEPARTMENT PROVIDES SUPPORT FOR REGULATORY ISSUES INCLUDING ZONING, CERTIFICATE OF NEED, SIGNAGE AND GENERAL LOCAL REPRESENTATION AT 25 MUNICIPALITIES, 3 COUNTIES AS WELL AS STATE AND FEDERAL GOVERNMENTS. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $910,000 | BeginningYearBalanceAmt |
| Contributions | $359,111 | ContributionsAmt |
| End Year Balance | $1,269,111 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $750,000 | BeginningYearBalanceAmt |
| Contributions | $160,000 | ContributionsAmt |
| End Year Balance | $910,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $650,000 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| End Year Balance | $750,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $650,000 | BeginningYearBalanceAmt |
| End Year Balance | $650,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $650,000 | ContributionsAmt |
| End Year Balance | $650,000 | 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 |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,600,329 | OtherCostOrOtherBasisAmt |
| Book Value | $135,600,329 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,526,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,529,626 | DepreciationAmt |
| Book Value | $129,997,346 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,473,455 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,110,646 | DepreciationAmt |
| Book Value | $1,362,809 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,181,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $143,276,715 | DepreciationAmt |
| Book Value | $40,904,880 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $270,420,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,977,953 | DepreciationAmt |
| Book Value | $107,442,889 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $415,308,253 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN AFFILIATES | $449,263,306 |
| DUE FROM AFFILIATES | $991,609,143 |
| ACCRUED INTEREST RECEIVABLE | $11,311,425 |
| DEPOSITS | $1,047,000 |
| OTHER ASSETS | $4,787,978 |
| OTHER INVESTMENTS | $18,579,704 |
| BENEFICIAL INTEREST IN ASSETS OF BHSF FOUNDATION INC | $31,384,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,507,983,182 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $758,961 |
| DUE TO AFFILIATES | $926,398,788 |
| SELF INSURANCE RESERVE | $1,182,125 |
| 2017 TAXABLE BONDS | $250,000,000 |
| COMMERCIAL PAPER | $50,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,228,339,874 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $852,598,482 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $146,067,874 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$57,765,949 | OtherRevenueAmt |
| Revenue Not Reported | $88,301,925 | RevenueNotReportedAmt |
| Revenue Subtotal | $764,296,557 | RevenueSubtotalAmt |
| Other Revenues Not Included | $44,169,250 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $44,169,250 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $808,465,807 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $608,274,495 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,008,188 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,008,188 | ExpensesNotReportedAmt |
| Expenses Subtotal | $604,266,307 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $13,515,305 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,515,305 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $617,781,612 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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: | EQUITY IN AFFILIATES -43,209,711. INVESTMENT MANAGEMENT FEES -14,556,238. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON DISPOSAL OF ASSETS 13,832. RENTAL EXPENSES -4,022,020. BOOK TO TAX DIFFERENCES FROM INVESTMENT IN PARTNERSHIPS 50,942. CONTRIBUTIONS FROM AFFILIATES 48,126,496. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 4,022,020. GAIN ON DISPOSAL OF ASSETS -13,832. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES 14,556,238. BOOK TO TAX DIFFERENCES FROM INVESTMENT IN PARTNERSHIPS -1,040,933. |
| SCHEDULE D PART V, LINE 4 | INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS BAPTIST HEALTH SOUTH FLORIDA, INC'S (BHSF) ENDOWMENT CONSISTS OF FUNDS THAT HAVE BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES 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 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 BHSF'S 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 BHSF, BHSF HOSPITALS, BAPTIST HEALTH MEDICAL GROUP INC, MIAMI CANCER INSTITUTE AT BAPITST HEALTH INC AND BOS IN ACCORDANCE WITH DONORS' WISHES. INCOME DERIVED FROM PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS IS EXPENDABLE TO SUPPORT BHSF, BHSF HOSPITALS, BAPTIST HEALTH MEDICAL GROUP INC, MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC AND BOS, ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. THE PURPOSE OF ROBERT COLE LECTURE SERIES DINNER ENDOWMENT FUND IS TO SUPPORT AN ANNUAL DINNER LECTURE FOR NURSES. THE PURPOSE OF JOSEPH T. OSTROSKI, MD ENDOWMENT FUND IS TO SUPPORT PHYSICIANS FOR THE PHYSICIAN LIAISON OF THE FOUNDER SOCIETY IN PERPETUITY WHO FACILITATES FOUNDER'S HEALTHCARE NEEDS AND SERVES AS A PATIENT ADVOCATE FOR FOUNDATION, HOSPITALITY & BUSINESS RELATIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | MARKETING | $1,242,309 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | MARKETING | $56,614 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | MARKETING | $12,832 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $1,043,058 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | MARKETING | $3,679 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | UNRELATED TRADE OR BUSINESS | $12,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,371,139 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,371,139 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | FormAndLineReferenceDesc |
| Explanation | METHOD OF ACCOUNTING - ACCRUAL | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (54 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CAMILLUS HOUSE INC | |||||||
| 1603 NW 7 AVE | MIAMI | FL | 33136 | 650032862 | 501(C)(3) | $20,000 | CONTRIBUTIONS |
| GOOD HEALTH CLINIC INC | |||||||
| 91555 OVERSEAS HWY 2 | TAVERNIER | FL | 33070 | 043745805 | 501(C)(3) | $128,000 | CONTRIBUTIONS |
| LIGA CONTRA EL CANCER | |||||||
| 2180 SW 12 AVE | MIAMI | FL | 33129 | 591629554 | 501(C)(3) | $50,000 | CONTRIBUTIONS |
| DIEU EST NOTRE ESPOIR INC | |||||||
| 9350 SW 79 AVE | MIAMI | FL | 33156 | 300078509 | 501(C)(3) | $80,934 | CONTRIBUTIONS |
| MIAMI BAPTIST ASSOCIATION | |||||||
| 7855 SW 104 ST 210 | MIAMI | FL | 33156 | 590914210 | 501(C)(3) | $682,000 | CONTRIBUTIONS |
| OPEN DOOR HEALTH CENTER INC | |||||||
| 1350 SW 4 ST | HOMESTEAD | FL | 33030 | 830375996 | 501(C)(3) | $468,000 | CONTRIBUTIONS |
| SOUTH MIAMI CHILDRENS CLINIC | |||||||
| 6200 SW 73 ST | MIAMI | FL | 33143 | 204583206 | 501(C)(3) | $250,000 | CONTRIBUTIONS |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 930461 | ATLANTA | GA | 31193 | 131788491 | 501(C)(3) | $95,000 | CONTRIBUTIONS |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 4002900 | DES MOINES | IA | 50340 | 135613797 | 501(C)(3) | $125,000 | CONTRIBUTIONS |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $6,000 | CONTRIBUTIONS |
| THE BEACON COUNCIL ECONOMIC DEVELOPMENT FOUNDATION | |||||||
| 80 SW 8TH STREET 2400 | MIAMI | FL | 33130 | 592738676 | 501(C)(3) | $11,500 | CONTRIBUTIONS |
| BIG BROTHERS BIG SISTER | |||||||
| 701 SW 27 AVE 800 | MIAMI | FL | 33135 | 596166904 | 501(C)(3) | $10,000 | CONTRIBUTIONS |
| THE CANCER SUPPORT COMMUNITY GREATER MIAMI INC | |||||||
| 8609 S DIXIE HIGHWAY | MIAMI | FL | 33143 | 650930551 | 501(C)(3) | $32,500 | CONTRIBUTIONS |
| CORAL GABLES COMMUNITY FOUNDATION | |||||||
| 1825 PONCE DE LEON | CORAL GABLES | FL | 33134 | 650208290 | 501(C)(3) | $10,000 | CONTRIBUTIONS |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 3443 NW 55 ST | FT LAUDERDALE | FL | 33309 | 131930701 | 501(C)(3) | $6,000 | CONTRIBUTIONS |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 11200 SW 8 ST | MIAMI | FL | 33199 | 237047106 | 501(C)(3) | $1,000,000 | CONTRIBUTIONS |
| GLORIA ESTEFAN FOUNDATION INC | |||||||
| 420 JEFFERSON AVE | MIAMI BEACH | FL | 33139 | 650466117 | 501(C)(3) | $10,000 | CONTRIBUTIONS |
| INFORMED FAMILIES | |||||||
| 2490 CORAL WAY | CORAL GABLES | FL | 33145 | 592231894 | 501(C)(3) | $7,500 | CONTRIBUTIONS |
| LEADERSHIP FLORIDA STATEWIDE COMMUNITY FOUNDATION | |||||||
| 201 EAST PARK AVE | TALLAHASSEE | FL | 32301 | 593201445 | 501(C)(3) | $17,950 | CONTRIBUTIONS |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 200 SOUTH PARK RD 140 | HOLLYWOOD | FL | 33021 | 135644916 | 501(C)(3) | $25,000 | CONTRIBUTIONS |
| MIAMI CHILDREN'S MUSEUM | |||||||
| 980 MACARTHUR CAUSEWAY | MIAMI | FL | 33132 | 592396999 | 501(C)(3) | $170,000 | CONTRIBUTIONS |
| MIAMI DADE COUNTY DAYS INC | |||||||
| 6815 BISCAYNE BLVD 103 | MIAMI | FL | 33138 | 650102405 | 501(C)(4) | $17,450 | CONTRIBUTIONS |
| MIAMI SCIENCE MUSEUM | |||||||
| 3280 SOUTH MIAMI AVE | MIAMI | FL | 33129 | 590854960 | 501(C)(3) | $515,000 | CONTRIBUTIONS |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 11098 BISCAYNE BLVD 405 | MIAMI | FL | 33161 | 752462834 | 501(C)(3) | $57,500 | CONTRIBUTIONS |
| TEAM FOOTWORKS | |||||||
| 5724 SUNSET DR | MIAMI | FL | 33143 | 650455073 | 501(C)(3) | $35,000 | CONTRIBUTIONS |
| UNITED WAY | |||||||
| PO BOX 29025 | MIAMI | FL | 33102 | 590830840 | 501(C)(3) | $238,853 | CONTRIBUTIONS |
| WOMENS BREAST HEALTH INITIATIVE FLORIDA AFFILIATE | |||||||
| 14125 NW 80 AVE 306 | MIAMI LAKES | FL | 33016 | 562540735 | 501(C)(3) | $10,000 | CONTRIBUTIONS |
| ZOOLOGICAL SOCIETY OF FLORIDA | |||||||
| 12400 SW 152 ST | MIAMI | FL | 33177 | 596192814 | 501(C)(3) | $10,000 | CONTRIBUTIONS |
| CARING FOR MIAMI INC | |||||||
| 8900 SW 168TH STREET | PALMETTO BAY | FL | 33157 | 264725581 | 501(C)(3) | $226,625 | CONTRIBUTIONS |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | 222882549 | 501(C)(3) | $50,000 | CONTRIBUTIONS |
| BELEN JESUIT PREPARATORY SCHOOL INC | |||||||
| 500 SW 127 AVENUE | MIAMI | FL | 33184 | 590998339 | 501(C)(3) | $20,000 | CONTRIBUTIONS |
| DAVE & MARY ALPER JEWISH COMMUNITY CENTER INC | |||||||
| 11155 SW 112 AVENUE | MIAMI | FL | 33176 | 592736411 | 501(C)(3) | $7,500 | CONTRIBUTIONS |
| LEADERSHIP BROWARD FOUNDATION INC | |||||||
| 1640 W OAKLAND PK BLVD400 | FT LAUDERDALE | FL | 33311 | 650387636 | 501(C)(3) | $11,200 | CONTRIBUTIONS |
| SOUTH FLORIDA DAY OF CARING INC | |||||||
| 13840 SW 72 COURT | MIAMI | FL | 33158 | 010889118 | 501(C)(3) | $18,850 | CONTRIBUTIONS |
| THE BROWARD ALLIANCE INC GREATER FT LAUDERDALE | |||||||
| 110 E BROWARD BLVD1990 | FT LAUDERDALE | FL | 33301 | 592697760 | 501(C)(6) | $25,000 | CONTRIBUTIONS |
| FIRST CALL FOR HELP OF BROWARD INC | |||||||
| 250 NE 33RD STREET | OAKLAND PARK | FL | 33334 | 650589294 | 501(C)(3) | $7,500 | CONTRIBUTIONS |
| FRIENDS OF THE UNDERLINE INC | |||||||
| 1004 COTORRO AVENUE | CORAL GABLES | FL | 33146 | 464028150 | 501(C)(3) | $15,000 | CONTRIBUTIONS |
| LIVE LIKE BELLA INC | |||||||
| PO BOX 161215 | MIAMI | FL | 33116 | 462965698 | 501(C)(3) | $15,000 | CONTRIBUTIONS |
| PEDIATRIC ALTERNATIVE TREATMENT CARE HOUSING & EVALUATION SERVICES INC (PAT | |||||||
| 335 SOUTH KROME AVE | FLORIDA CITY | FL | 33034 | 651012818 | 501(C)(3) | $167,000 | CONTRIBUTIONS |
| CATALYST MIAMI INC | |||||||
| 3000 BISCAYNE BOULEVARD STE 210 | MIAMI | FL | 33137 | 650690368 | 501(C)(3) | $99,167 | CONTRIBUTIONS |
| SOUTH FLORIDA JAIL MINISTRIES INC - AGAPE NETWORK | |||||||
| 22790 SW 112TH AVE | MIAMI | FL | 33170 | 592471230 | 501(C)(3) | $112,500 | CONTRIBUTIONS |
| ASSOCIATES INDUSTRY OF FLORIDA | |||||||
| 516 N ADAMS ST | TALLAHASSEE | FL | 32302 | 590148010 | 501(C)(6) | $12,000 | CONTRIBUTIONS |
| FIRST BAPTIST CHURCH OF FORT LAUDERDALE | |||||||
| 301 EAST BROWARD BLVD | FORT LAUDERDALE | FL | 33301 | 590751914 | 501(C)(3) | $20,000 | CONTRIBUTIONS |
| FLORIDA TAXWATCH RESEARCH INSTITUTE INC | |||||||
| 106 N BRONOUGH STREET | TALLAHASSEE | FL | 32303 | 591918055 | 501(C)(3) | $15,000 | CONTRIBUTIONS |
| HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC | |||||||
| 101 WEST FLAGLER STREET | MIAMI | FL | 33130 | 590968005 | 501(C)(3) | $15,000 | CONTRIBUTIONS |
| LITTLE SWIMMERS INC | |||||||
| 12930 SW 110 AVENUE | MIAMI | FL | 33176 | 650752173 | $10,000 | CONTRIBUTIONS | |
| MIAMI BEACH JEWISH COMMUNITY CENTER INC | |||||||
| 4221 PINE TREE DRIVE | MIAMI BEACH | FL | 33140 | 592788834 | 501(C)(3) | $7,500 | CONTRIBUTIONS |
| MIAMI LIGHTHOUSE FOR THE BLIND & VISUALLY IMPAIRED INC | |||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | 590637847 | 501(C)(3) | $6,000 | CONTRIBUTIONS |
| NALEO EDUCATIONAL FUND | |||||||
| 1122 W WASHINGTON BLVD THIRD FLOOR | LOS ANGELES | CA | 90015 | 521212849 | 501(C)(3) | $7,600 | CONTRIBUTIONS |
| NATIONAL FOUNDATION FOR ADVANCEMENT IN THE ARTS INC | |||||||
| 2100 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | 592141837 | 501(C)(3) | $10,000 | CONTRIBUTIONS |
| NOVA SOUTHEASTERN UNIVERSITY INC | |||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | 591083502 | 501(C)(3) | $6,500 | CONTRIBUTIONS |
| SOUTH FLORIDA HOSPITAL & HEALTHCARE ASSOCIATION INC | |||||||
| 1855 GRIFFIN ROAD SUITE A-415 | DANIA BEACH | FL | 33004 | 590979494 | 501(C)(6) | $7,500 | CONTRIBUTIONS |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF BROWARD COUNTY FLORIDA INC | |||||||
| 900 SE 3RD AVENUE SUITE 300 | FORT LAUDERDALE | FL | 33316 | 590624463 | 501(C)(3) | $10,000 | CONTRIBUTIONS |
| THE MELISSA INSTITUTE FOR VIOLENCE PREVENTION AND TREATMENT | |||||||
| 6250 SUNSET DRIVE SUITE 204 | MIAMI | FL | 33143 | 650683088 | 501(C)(3) | $5,500 | CONTRIBUTIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 5 | 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 CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR 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 OUR COMMUNITIES RECEIVE FROM THEM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN KEELEY | ||||||||||||||
| CEO & PRESIDENT | $977,095 | $0 | $1,041,258 | $0 | $88,114 | $0 | $5,300 | $0 | $27,249 | $0 | $2,139,016 | $0 | $0 | $0 |
| RALPH LAWSON | ||||||||||||||
| CFO & EVP | $630,855 | $0 | $572,396 | $0 | $62,675 | $0 | $5,300 | $0 | $10,708 | $0 | $1,281,934 | $0 | $0 | $0 |
| D WAYNE BRACKIN | ||||||||||||||
| COO & EVP | $614,482 | $0 | $387,913 | $0 | $17,063 | $0 | $171,213 | $0 | $24,524 | $0 | $1,215,195 | $0 | $114,683 | $0 |
| GEORGE FOYO | ||||||||||||||
| CAO & EVP END 7/22/17 | $456,576 | $0 | $414,345 | $0 | $10,200 | $0 | $5,300 | $0 | $5,633 | $0 | $892,054 | $0 | $0 | $0 |
| JACK ZIFFER | ||||||||||||||
| CMO & EVP | $482,245 | $0 | $339,157 | $0 | $18,797 | $0 | $88,099 | $0 | $42,940 | $0 | $971,238 | $0 | $75,782 | $0 |
| ANA LOPEZ-BLAZQUEZ | ||||||||||||||
| CSO & EVP | $387,208 | $0 | $266,939 | $0 | $16,876 | $0 | $87,968 | $0 | $16,645 | $0 | $775,636 | $0 | $41,735 | $0 |
| PHILOMENA TAYLOR | ||||||||||||||
| CIO | $358,633 | $0 | $233,924 | $0 | $52,499 | $0 | $79,183 | $0 | $28,130 | $0 | $752,369 | $0 | $36,899 | $0 |
| MATTHEW ARSENAULT | ||||||||||||||
| VP OF FINANCE | $297,264 | $0 | $174,266 | $0 | $20,633 | $0 | $47,384 | $0 | $27,479 | $0 | $567,026 | $0 | $0 | $0 |
| ALBERT BOULENGER | ||||||||||||||
| CEO - BAPTIST HOSPITAL OF | $520,245 | $0 | $356,878 | $0 | $13,872 | $0 | $89,376 | $0 | $34,520 | $0 | $1,014,891 | $0 | $64,533 | $0 |
| MICHAEL ZINNER | ||||||||||||||
| CEO- MIAMI CANCER INSTITUTE | $1,322,888 | $0 | $229,398 | $0 | $32,750 | $0 | $0 | $0 | $15,962 | $0 | $1,600,998 | $0 | $0 | $0 |
| LINCOLN MENDEZ | ||||||||||||||
| CEO - SOUTH MIAMI HOSPITAL | $423,207 | $0 | $248,235 | $0 | $59,627 | $0 | $68,779 | $0 | $40,926 | $0 | $840,774 | $0 | $54,349 | $0 |
| JAVIER HERNANDEZ-LICHTL | ||||||||||||||
| CEO - WEST KENDALL BAPTIST | $419,217 | $0 | $246,181 | $0 | $38,756 | $0 | $75,044 | $0 | $27,888 | $0 | $807,086 | $0 | $55,855 | $0 |
| BARRY KATZEN | ||||||||||||||
| CEO- MIAMI CARDIAC & VASCULAR INSTIT | $848,542 | $0 | $0 | $0 | $3,858 | $0 | $5,300 | $0 | $1,665 | $0 | $859,365 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | EXECUTIVE COMPENSATION 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. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE BAPTIST HEALTH SOUTH FLORIDA, INC PROVIDED A TEMPORARY HOUSING ALLOWANCE TO MICHAEL ZINNER, MD TO FACILITATE HIS RELOCATION TO SOUTH FLORIDA. THE AMOUNTS WERE REPORTED ON FORM W-2 AS TAXABLE COMPENSATION. |
| 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 | ANNUALLY, AS PART OF THE BAPTIST HEALTH SOUTH FLORIDA EXECUTIVE BENEFIT PLAN, EXECUTIVES DEFER A PORTION OF THEIR FLEXIBLE BENEFIT ALLOWANCE AND AT LEAST 50% OF THEIR LONG-TERM INCENTIVE AWARDS INTO A CAPITAL ACCUMULATION ACCOUNT ("CAA") ESTABLISHED FOR EACH PARTICIPANT. MOST OF THE EXECUTIVES USE THE FUNDS FROM THE CAA TO HELP FUND RETIREMENT. THE AMOUNTS CREDITED TO EACH PARTICIPANT'S CAA MUST BE DEFERRED FOR A MINIMUM OF TWO YEARS AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE UNTIL PAID. HOWEVER, WHEN A PARTICIPANT ATTAINS AGE 66 DURING A PLAN YEAR, THE AMOUNTS CREDITED TO THEIR CAA DURING THAT PLAN YEAR AND ALL FUTURE YEARS MAY NO LONGER BE DEFERRED AND MUST BE PAID OUT TO THE EXECUTIVE IN THE YEAR CREDITED. |
| PART I, QUESTION 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 PART II COLUMN (B)(II) | EXECUTIVE COMPENSATION ALL EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF INDEPENDENT UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES WHO HAVE CERTIFIED THAT THEY HAVE NO CONFLICT OF INTEREST WITH THE ORGANIZATION. REPORTABLE COMPENSATION INCLUDES BASE SALARY AS WELL AS PAYMENTS UNDER A FORMAL INCENTIVE PLAN WHICH REWARDS SUCCESSFUL ACHIEVEMENT OF QUALITY, MISSION, CHARITY CARE, AND FINANCIAL CORPORATE OBJECTIVES. |
| SCHEDULE J - 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, WHICH GAVE THOSE EMPLOYEES THE OPPORTUNITY TO RECEIVE ENHANCED EMPLOYMENT TERMINATION BENEFITS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF SOUTH MIAMI HEALTH FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 650641181 | BondIssuerEIN |
| CUSIP | 838810BY4 | CUSIPNum |
| Bond Issued | 2007-05-16 | BondIssuedDt |
| Issue Price | $821,957,518 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $112,055,000 | RetiredAmt |
| Total Proceeds | $856,262,703 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $4,746,000 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $25 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $309,411,367 | CapitalExpendituresAmt |
| Other Spent Proceeds | $542,105,311 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 2.960000000000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | Yes (1) | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I COLUMN (F) | DESCRIPTION OF BOND PURPOSE THE PROCEEDS OF THE 2007 BONDS WERE BEING USED FOR THE COSTS OF ACQUIRING, CONSTRUCTING, RENOVATING, REHABILITATING AND EQUIPPING CERTAIN HEALTH CARE FACILITIES OF BHSF, REFUNDING BONDS ISSUED 3/16/1993, 11/29/1995, 11/10/1998, 1/28/2003 AND 8/12/2004 AND PAYING CERTAIN EXPENSES INCURRED IN CONNECTION WITH THE ISSUANCE OF THE 2007 BONDS. |
| SCHEDULE K, PART II, LINE 11 | PROCEEDS OF THE BONDS USED TO REFUND PRIOR DEBT ARE REPORTED HERE. THE AMOUNT SHOWN IS LESS THAN THE AMOUNT SHOWN ON FORM 8038. PROCEEDS ORIGINALLY DEPOSITED TO A CURRENT REFUNDING ESCROW THAT WERE NOT NEEDED TO RETIRE THE PRIOR BONDS WERE TRANSFERRED TO THE PROJECT FUND AND USED FOR CAPITAL EXPENDITURES (REPORTED ON LINE 10). |
| SCHEDULE K, PART I & II | DIFFERENCES BETWEEN THE ISSUE PRICE (PART I) AND TOTAL PROCEEDS (PART II, LINE 3) ARE DUE TO INVESTMENT EARNINGS. |
| SCHEDULE K, PART IV LINE 2C | THE REBATE COMPUTATION WAS PERFORMED ON 1/11/2012. |
| SCHEDULE K, PART IV LINE 6 | ALL SUCH AMOUNTS HAVE BEEN APPROPRIATELY YIELD RESTRICTED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION MISSION: 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 1(A) | 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 4 | THE BYLAWS OF BAPTIST HEALTH SOUTH FLORIDA, INC WERE AMENDED AND RESTATED DURING THE FISCAL YEAR FISCAL YEAR AS FOLLOWS: ARTICLE IV - COMMITTEES, SECTION 1 - THE STANDING COMMITTEES SHALL BE AS FOLLOWS: COMMITTEE ON QUALITY AND PATIENT SAFETY: THE PURPOSE OF THE COMMITTEE ON QUALITY AND PATIENT SAFETY IS TO FACILITATE THE COORDINATION OF ALL QUALITY IMPROVEMENT INITIATIVES AMONG THE VARIOUS HOSPITALS AND OUTPATIENT CENTERS AFFILIATED WITH THE CORPORATION, AND TO MONITOR COMPLIANCE WITH NATIONAL, REGIONAL AND STATEWIDE QUALITY METRICS. THIS COMMITTEE SHALL CONSIST OF (I) NOT LESS THAN FOUR MEMBERS FROM THE BOARD, (II) A MEMBER FROM THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, (III) A MEMBER FROM THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., (IV) A MEMBER FROM THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., (V) A MEMBER FROM THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., (VI) A MEMBER FROM THE BAPTIST CARDIAC & VASCULAR INSTITUTE, (VII) A MEMBER FROM THE BAPTIST CHILDREN'S HOSPITAL, AND (VIII) A MEMBER FROM THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC., EACH OF WHOM SHALL BE APPOINTED BY THE BOARD, ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE. IN CONJUNCTION WITH THE PRESIDENT OF THE MEDICAL STAFF OF EACH MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITAL AFFILIATED WITH THE CORPORATION AND THE PRESIDENT OF THE MEDICAL STAFF OF BETHESDA HOSPITAL, INC., THE BOARD OF DIRECTORS OF EACH SUCH HOSPITAL SHALL APPOINT A PHYSICIAN WHO IS A MEMBER IN GOOD STANDING OF THE MEDICAL STAFF OF THE RESPECTIVE HOSPITAL TO SERVE ON THIS COMMITTEE. COMMUNITY BENEFIT COMMITTEE: THE PURPOSE OF THE COMMUNITY BENEFIT COMMITTEE IS TO MONITOR THE CORPORATION'S COMPLIANCE WITH THE COMMUNITY BENEFIT AND CHARITY CARE POLICIES ADOPTED FROM TIME TO TIME BY THE BOARD, TO REPORT ITS FINDINGS TO THE BOARD, AND TO MAKE RECOMMENDATIONS TO THE BOARD WITH REGARD TO COMMUNITY BENEFIT AND CHARITY CARE. THE COMMUNITY BENEFIT COMMITTEE SHALL CONSIST OF (I) NOT LESS THAN THREE MEMBERS OF THE BOARD WHO ARE APPOINTED BY THE BOARD ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE, AND (II) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC., AND THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC., RECOMMENDED BY THE NOMINATING COMMITTEE AND APPROVED BY THE BOARD. ETHICS COMMITTEE: THE ETHICS COMMITTEE SHALL HAVE SUCH RESPONSIBILITIES AS ARE OUTLINED IN THE BAPTIST HEALTH SOUTH FLORIDA, INC. CONFLICT OF INTEREST POLICY, AS AMENDED FROM TIME TO TIME. THE ETHICS COMMITTEE SHALL CONSIST OF (I) NOT LESS THAN TWO MEMBERS FROM THE BOARD, (II) ONE AT-LARGE MEMBER APPOINTED BY THE BOARD, AND (III) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH ENTERPRISES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC., AND THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC., RECOMMENDED BY THE NOMINATING COMMITTEE AND APPROVED BY THE BOARD. FACILITIES COMMITTEE: THE FACILITIES COMMITTEE SHALL CONSIDER ZONING AND MASTER FACILITY MATTERS FOR THE CORPORATION AND ITS AFFILIATES AND SUBSIDIARIES, SHALL REVIEW CONSTRUCTION PROJECTS PLANNED BY EACH AFFILIATE AND SUBSIDIARY THAT HAS A PROJECTED COST IN EXCESS OF THE DOLLAR LIMIT STATED IN THE BYLAWS OF SUCH AFFILIATE OR SUBSIDIARY, SHALL REVIEW CONSTRUCTION PROJECTS FOR THE CORPORATION AND EACH AFFILIATE AND SUBSIDIARY, AND SHALL MAKE RECOMMENDATIONS THEREON TO THE BOARD. THE FACILITIES COMMITTEE MAY APPROVE CONSTRUCTION PROJECTS IN ACCORDANCE WITH POLICIES ADOPTED FROM TIME TO TIME BY THE BOARD. THE FACILITIES COMMITTEE, SHALL BE COMPRISED OF (I) NOT LESS THAN FIVE MEMBERS FROM THE BOARD WHO SHALL BE APPOINTED BY THE BOARD ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE, AND (II) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, THE BOARD OF DIRECTORS OF BAPTIST HEALTH ENTERPRISES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., AND THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC., RECOMMENDED BY THE NOMINATING COMMITTEE AND APPROVED BY THE BOARD. FINANCE AND RISK MANAGEMENT COMMITTEE: THE FINANCE AND RISK MANAGEMENT COMMITTEE SHALL REVIEW AND MAKE RECOMMENDATIONS CONCERNING THE FINANCIAL ASPECTS OF THE OPERATION OF THE CORPORATION AND ITS AFFILIATES AND SUBSIDIARIES, WITH REFERENCE TO ROUTINE AND CAPITAL EXPENDITURES, ACCOUNTING SYSTEMS AND REPORTS. THIS COMMITTEE SHALL ALSO REVIEW THE INSURANCE NEEDS AND INSURANCE COVERAGE FOR THE CORPORATION AND ALL SUBSIDIARIES, AND SHALL MAKE RECOMMENDATIONS WITH REGARD THERETO. THIS COMMITTEE SHALL COLLABORATE WITH THE PRESIDENT IN FORMING YEARLY BUDGETS TO BE PRESENTED TO THE BOARD FOR APPROVAL. THIS COMMITTEE SHALL CONSIST OF (I) NOT LESS THAN NINE MEMBERS OF THE BOARD WHO ARE APPOINTED BY THE BOARD ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE, AND (II) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH ENTERPRISES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC., AND THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC., RECOMMENDED BY THE NOMINATING COMMITTEE AND APPROVED BY THE BOARD. HUMAN RESOURCES COMMITTEE: THE HUMAN RESOURCES COMMITTEE SHALL REVIEW ALL MATTERS PERTAINING TO (I) PERSONNEL NEEDS OF THE CORPORATION AND ITS AFFILIATES AND SUBSIDIARIES, INCLUDING RETIREMENT AND PENSION PLAN MATTERS, (II) SALARIES, BENEFITS AND OTHER COMPENSATION, AND (III) THE OVERALL COMPENSATION POLICIES, FOR ALL EMPLOYEES OF THE CORPORATION AND ITS AFFILIATES AND SUBSIDIARIES, EXCEPT OFFICERS HOLDING THE TITLE OF VICE PRESIDENT OR A HIGHER TITLE, AND SHALL MAKE RECOMMENDATIONS TO THE FINANCE COMMITTEE AND THE BOARD WITH REGARD THERETO. THIS COMMITTEE SHALL COLLABORATE WITH THE FINANCE COMMITTEE AND THE PRESIDENT IN FORMING YEARLY BUDGETS FOR THE CORPORATION AND ITS SUBSIDIARIES. THIS COMMITTEE SHALL CONSIST OF (I) NOT LESS THAN NINE MEMBERS OF THE BOARD WHO ARE APPOINTED BY THE BOARD ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE, AND (II) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH ENTERPRISES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC., AND THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC., RECOMMENDED BY THE NOMINATING COMMITTEE AND APPROVED BY THE BOARD. INVESTMENT REVIEW COMMITTEE: THE INVESTMENT REVIEW COMMITTEE SHALL REVIEW THE PERFORMANCE OF THE INVESTMENT ADVISORS AND INVESTMENT MANAGERS FOR THE CORPORATION AND ALL AFFILIATES AND SUBSIDIARIES, AND SHALL MAKE RECOMMENDATIONS TO THE BOARD. THE INVESTMENT REVIEW COMMITTEE SHALL BE COMPRISED OF (I) NOT LESS THAN FIVE MEMBERS FROM THE BOARD WHO SHALL BE APPOINTED BY THE BOARD ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE, ONE OF WHOM SHALL BE THE CHAIRPERSON OF THE FINANCE COMMITTEE, AND (II) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, THE BOARD OF DIRECTORS OF BAPTIST HEALTH ENTERPRISES, INC., THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC., AND THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC., RECOMMENDED BY THE NOMINATING COMMITTEE AND APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 4 | LONG RANGE PLANNING COMMITTEE: THE LONG RANGE PLANNING COMMITTEE SHALL FORMULATE AND REVIEW PLANS FOR THE CORPORATION AND ITS AFFILIATES AND SUBSIDIARIES INCLUDING STRATEGIC AND LONG RANGE PLANS AND PLANS FOR ALLOCATION OF FISCAL AND OTHER RESOURCES, AND SHALL MAKE RECOMMENDATIONS THEREON TO THE BOARD. THE LONG RANGE PLANNING COMMITTEE SHALL BE COMPRISED OF (I) THE CHAIRPERSON OF THE BOARD, WHO SHALL BE THE CHAIRPERSON OF THIS COMMITTEE, (II) THE CHAIRPERSON OF THE FINANCE COMMITTEE OF THE BOARD, (III) NOT LESS THAN THREE AT-LARGE MEMBERS OF THE BOARD WHO ARE NOT MEMBERS OF THE GOVERNING BOARDS OF ANY OF THE BELOW NAMED AFFILIATES OF THE CORPORATION, RECOMMENDED BY THE NOMINATING COMMITTEE AND APPOINTED BY THE BOARD, AND (IV) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH ENTERPRISES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC., AND THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC., RECOMMENDED BY THE NOMINATING COMMITTEE AND APPROVED BY THE BOARD. THE RIGHT OF A MEMBER OF THIS COMMITTEE WHO SERVES BY REASON OF HOLDING OFFICE TO SERVE ON THIS COMMITTEE SHALL TERMINATE AT SUCH TIME AS SUCH PERSON CEASES TO HOLD SUCH OFFICE. PHYSICIAN RELATIONS AND MEDICAL ACADEMIC AFFILIATION COMMITTEE: THE PURPOSE OF THE PHYSICIAN RELATIONS AND MEDICAL ACADEMIC AFFILIATION COMMITTEE IS TO EVALUATE AND MONITOR EMPLOYMENT RELATIONSHIPS WITH PHYSICIANS AND AFFILIATIONS WITH MEDICAL ACADEMIC INSTITUTIONS BY THE CORPORATION AND ITS AFFILIATE ENTITIES; TO REVIEW COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS; TO REPORT ITS FINDINGS TO THE BOARD; TO REVIEW POLICIES AND PROCEDURES; AND TO REVIEW AND RECOMMEND TO THE BOARD THE STRATEGIC PLANS RELATING THERETO. THE PHYSICIAN RELATIONS AND MEDICAL ACADEMIC AFFILIATION COMMITTEE SHALL CONSIST OF THE CHAIRPERSON OF THE BOARD AND THE CHAIRPERSONS OF THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION, THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH MEDICAL GROUP, INC., THE BOARD OF DIRECTORS OF MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC., THE BOARD OF DIRECTORS OF BAPTIST HEALTH ENTERPRISES, INC., AND THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ARTICLES OF INCORPORATION OF BAPTIST HEALTH SOUTH FLORIDA, INC WERE AMENDED AND RESTATED DURING THE FISCAL YEAR FISCAL YEAR AS FOLLOWS: ARTICLE II - PURPOSES & ACTIVITES (B) CLASSIFICATION TO SATISFY THE REQUIREMENTS OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE OF 1986 AND THE EQUIVALENT SECTION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW THIS CORPORATION: (1) IS ORGANIZED AND AT ALL TIMES HERE AFTER SHALL BE OPERATED, EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF BAPTIST HOSPITAL OF MIAMI, INC.; SOUTH MIAMI HOSPITAL, INC.; HOMESTEAD HOSPITAL INC.; MARINERS HOSPITAL, INC.; DOCTORS HOSPITAL, INC.; BAPTIST OUTPATIENT SERVICES, INC.; WEST KENDALL BAPTIST HOSPITAL, INC.; BAPTIST HEALTH MEDICAL GROUP, INC.; MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC.; BETHESDA HOSPITAL, INC.; AND BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC., SO LONG AS THEY ARE DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE CODE. ARTICLE IV - MEMBERSHIP (B) AFFILIATE CHAIRPERSON TRUSTEES. THE CHAIRPERSON OF THE BOARD OF DIRECTORS OF EACH OF THE MONROE COUNTY AND MIAMI-DADE COUNTY HOSPITALS AFFILIATED WITH THE CORPORATION SHALL BE A TRUSTEE DURING SUCH TIME AS HE OR SHE IS SERVING AS CHAIRPERSON. THE CHAIRPERSONS OF THE BOARD OF DIRECTORS OF BAPTIST OUTPATIENT SERVICES, INC.; BAPTIST HEALTH ENTERPRISES, INC.; BAPTIST HEALTH MEDICAL GROUP, INC.; MIAMI CANCER INSTITUTE AT BAPTIST HEALTH, INC.; AND BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC.; SHALL BE TRUSTEES PROVIDED HOWEVER, THAT THE RIGHT OF EACH SUCH CHAIRPERSON TO SERVE AS A TRUSTEE SHALL TERMINATE WHEN SUCH CHAIRPERSON CEASES TO HOLD SUCH OFFICE. THE CHAIRPERSON OF BETHESDA HEALTH, INC. OR HIS OR HER DESIGNEE FROM THE BETHESDA HEALTH, INC. BOARD OF DIRECTORS, SHALL BE A TRUSTEE, PROVIDED THAT THE RIGHT OF THE BETHESDA HEALTH, INC. CHAIRPERSON TO SERVE AS A TRUSTEE SHALL TERMINATE WHEN SUCH CHAIRPERSON CEASES TO HOLD SUCH OFFICE, AND THAT THE RIGHT OF THE BETHESDA HEALTH, INC. DESIGNEE TO SERVE AS A TRUSTEE SHALL TERMINATE IF SUCH PERSON CEASES TO BE A MEMBER OF THE BOARD OF DIRECTORS OF BETHESDA HEALTH, INC. OR CEASES TO BE THE BETHESDA HEALTH, INC. DESIGNEE. |
| 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 OF 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 BOARD OF TRUSTEES GOVERNS THE AFFAIRS OF BAPTIST HEALTH WITH HONESTY AND INTEGRITY AND MAKES DECISIONS FOR THE BENEFIT OF BAPTIST HEALTH. VOTING BOARD MEMBERS MAY NOT BE EMPLOYED BY BAPTIST HEALTH NOR ENGAGED TO PROVIDE SERVICES TO BAPTIST HEALTH IN EXCHANGE FOR CASH COMPENSATION. CONFLICT FREE DECISION MAKING EXTENDS BEYOND THE BOARD MEMBERS. TRANSACTIONS THAT MIGHT BENEFIT (I) THE PRIVATE INTEREST OF A MEMBER OR HIS OR HER FAMILY (II) AN ORGANIZATION CONTROLLED BY A MEMBER OF HIS OR HER FAMILY (III) AN ORGANIZATION IN WHICH A MEMBER OR HIS OR HER FAMILY HAS A MATERIAL INTEREST. SINCE THE APPEARANCE OF A CONFLICT OF INTEREST MAY BE AS DAMAGING TO BAPTIST HEALTH'S REPUTATION AS ACTUALLY PERMITTING A CONFLICT TO EXIST, EACH BOARD MEMBER HAS A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS. THIS CONTINUING OBLIGATION IS SUPPLEMENTED BY AN ANNUAL CERTIFICATION THAT THE BOARD MEMBER IS FREE FROM ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE ANNUAL CERTIFICATION IS REVIEWED BY THE VICE PRESIDENT OF COMPLIANCE WHO REPORTS DIRECTLY TO THE BOARD. POTENTIAL CONFLICTS ARE FURTHER REVIEWED BY THE BOARD'S ETHICS COMMITTEE. IF A CONFLICT DOES EXIST, THE CONFLICTED BOARD MEMBER MAY BE REQUIRED TO (I) RESIGN FROM THE BOARD OR (II) ELIMINATE THE RELATIONSHIP WHICH GIVES RISE TO THE CONFLICT. ENFORCEMENT AND MONITORING OF CONFLICT OF INTEREST POLICY 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 BOARD'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 | 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: | BOOK TO TAX DIFFERENCE FROM INVESTMENT IN PARTNERSHIP -1,091,875. EQUITY IN AFFILIATES -51,646,727. TEMPORARILY RESTRICTED NOT-FOR-PROFIT EQUITY -135,721. BENEFICIAL INTEREST IN NET ASSETS OF BHSF FOUNDATION 13,310,661. CHANGE IN PERMANENTLY RESTRICTED NET ASSETS 494,833. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH INTERNATIONAL SERVICES LLC | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 454706492 | EIN |
| Primary Activities | INTERNATIONAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $1,287,896 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHSF | BusinessNameLine1Txt |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HOSPITAL OF MIAMI | ||||||||||
| 8900 N KENDALL DRIVE | MIAMI | FL | 33176 | 590910342 | HOSPITAL | FL | 501(C)(3) | LINE 3 | BHSF | Yes (1) |
| HOMESTEAD HOSPITAL | ||||||||||
| 975 BAPTIST WAY | HOMESTEAD | FL | 33033 | 650232993 | HOSPITAL | FL | 501(C)(3) | LINE 3 | BHSF | Yes (1) |
| SOUTH MIAMI HOSPITAL | ||||||||||
| 6200 SW 73 ST | SOUTH MIAMI | FL | 33143 | 590872594 | HOSPITAL | FL | 501(C)(3) | LINE 3 | BHSF | Yes (1) |
| MARINERS HOSPITAL | ||||||||||
| 91500 OVERSEAS HIGHWAY | TAVERNIER | FL | 33070 | 591987355 | HOSPITAL | FL | 501(C)(3) | LINE 3 | BHSF | Yes (1) |
| WEST KENDALL BAPTIST HOSPITAL | ||||||||||
| 9555 SW 162 AVE | MIAMI | FL | 33196 | 522438452 | HOSPITAL | FL | 501(C)(3) | LINE 3 | BHSF | Yes (1) |
| DOCTORS HOSPITAL | ||||||||||
| 5000 UNIVERSITY DRIVE | CORAL GABLES | FL | 33146 | 043775926 | HOSPITAL | FL | 501(C)(3) | LINE 3 | BHSF | Yes (1) |
| BAPTIST OUTPATIENT SERVICES | ||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 562290370 | MED. DIAG. | FL | 501(C)(3) | LINE 3 | BHSF | Yes (1) |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION | ||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 591923401 | FUNDRAISING | FL | 501(C)(3) | LINE 7 | BHSF | Yes (1) |
| BHSF REAL ESTATE FOUNDATION | ||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650611015 | SUPPORT | FL | 501(C)(3) | 12A, TYPE 1 | BHSF | Yes (1) |
| BAPTIST HEALTH MEDICAL GROUP INC | ||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 462597739 | HEALTHCARE | FL | 501(C)(3) | LINE 10 | BHSF | Yes (1) |
| MIAMI CANCER INSTITUTE AT BAPTIST HEALTH | ||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 473090066 | HEALTHCARE | FL | 501(C)(3) | LINE 10 | BHSF | Yes (1) |
| FISHERMEN'S HEALTH INC | ||||||||||
| 3301 OVERSEAS HWY | MARATHON | FL | 33050 | 821682066 | HOSPITAL | FL | 501(C)(3) | LINE 3 | BHSF | Yes (1) |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||||||||
| 8900 N KENDALL DRIVE | CORAL GABLES | FL | 33143 | 474128811 | CARDIAC MEDICAL CENTER | FL | BHSF | RELATED | $1,264,943 | $1,823,698 | 0 | 0 | 0.50000 | |
| MEDLEY OPPORTUNITY FUND III LP | ||||||||||||||
| 280 PARK AVENUE 6TH FLOOR EAST | NEW YORK | NY | 10152 | 471284126 | INVESTMENT IN DEBT | NY | BHSF | RELATED | $3,450,210 | $57,980,156 | 0 | 0 | 0.53160 | |
| 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 | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH ENTERPRISES INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 592572862 | REAL ESTATE MANAGEMENT | FL | BHSF | C | $33,613,196 | $106,612,448 | 1.00000 | Yes (1) | |||||
| SAMARITAN RISK RETENTION GROUP | |||||||||||||||||
| 7301 RIVERS AVENUE STE 230 | NORTH CHARLESTON | SC | 29406 | 203433505 | INSURANCE | SC | BHSF | C | $2,805,548 | $35,505,059 | 1.00000 | Yes (1) | |||||
| PINEAPPLE INSURANCE COMPANY | |||||||||||||||||
| 980465790 | INSURANCE | BHSF | C | $6,739,175 | 1.00000 | Yes (1) | 23 LIME TREE BAY AVE PO BOX 1051 | GRAND CAYMAN | CJ | KY1-1102 | CJ | ||||||
| BMAB EAST TOWER INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 654047110 | LEASE OFFICE SPACE | FL | BHE | C | $4,521,905 | $9,897,757 | 1.00000 | Yes (1) | |||||
| BAPTIST MEDICAL SERVICES CORP | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650506620 | HOLDING COMPANY | FL | BHE | C | $2,910,058 | $768,922 | 1.00000 | Yes (1) | |||||
| KENDALL CREDIT & BUSINESS SERVICES INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650434778 | COLLECTION AGENCY | FL | BHE | C | $2,343,397 | $219,120 | 1.00000 | Yes (1) | |||||
| WEST KENDALL PROFESSIONAL SERVICES INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650475570 | COLLECTION AGENCY | FL | BHE | C | 1.00000 | Yes (1) | |||||||
| SOUTH MIAMI HEALTH ENTERPRISES INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 592623930 | MEDICAL CENTER | FL | BHE | C | $48,560 | 1.00000 | Yes (1) | ||||||
| EAST KENDALL INVESTMENTS INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650593165 | REAL ESTATE RENTAL | FL | BHE | C | $1,554,691 | 1.00000 | Yes (1) | ||||||
| BAPTIST AMBULATORY SERVICES INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 421573814 | HOLDING COMPANY | FL | BHE | C | $12,523,355 | $31,029,929 | 1.00000 | Yes (1) | |||||
| BHE REALTY INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 900152617 | REAL ESTATE BROKER | FL | BHE | C | $22,530 | $1,832,178 | 1.00000 | Yes (1) | |||||
| BAPTIST ANCILLARY SERVICES INC | |||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 550800138 | HOLDING COMPANY | FL | BHE | C | 1.00000 | Yes (1) | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (46 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BAPTIST HEALTH ENTERPRISES INC | ||
| A | $882,724 | FAIR MARKET VALUE |
| SAMARITAN RISK RETENTION GROUP | ||
| A | $214,528 | FAIR MARKET VALUE |
| BAPTIST HEALTH ENTERPRISES INC | ||
| K | $401,470 | FAIR MARKET VALUE |
| BAPTIST OUTPATIENT SERVICES | ||
| K | $160,492 | FAIR MARKET VALUE |
| BMAB EAST TOWER INC | ||
| K | $119,910 | FAIR MARKET VALUE |
| KENDALL PROFESSIONAL SERVICES | ||
| K | $184,780 | FAIR MARKET VALUE |
| BAPTIST HEALTH ENTERPRISES INC | ||
| L | $6,935,097 | FAIR MARKET VALUE |
| BAPTIST HOSPITAL OF MIAMI INC | ||
| L | $117,954,379 | FAIR MARKET VALUE |
| HOMESTEAD HOSPITAL INC | ||
| L | $27,279,415 | FAIR MARKET VALUE |
| SOUTH MIAMI HOSPITAL INC | ||
| L | $56,205,917 | FAIR MARKET VALUE |
| MARINERS HOSPITAL INC | ||
| L | $4,924,767 | FAIR MARKET VALUE |
| DOCTORS HOSPITAL INC | ||
| L | $21,260,256 | FAIR MARKET VALUE |
| BAPTIST OUTPATIENT SERVICES INC | ||
| L | $7,510,452 | FAIR MARKET VALUE |
| WEST KENDALL BAPTIST HOSPITAL INC | ||
| L | $26,458,620 | FAIR MARKET VALUE |
| MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC | ||
| L | $2,546,417 | FAIR MARKET VALUE |
| BAPTIST HOSPITAL OF MIAMI INC | ||
| S | $7,853,724 | FAIR MARKET VALUE |
| SOUTH MIAMI HOSPITAL INC | ||
| S | $6,815,830 | FAIR MARKET VALUE |
| DOCTORS HOSPITAL INC | ||
| S | $7,343,038 | FAIR MARKET VALUE |
| MARINERS HOSPITAL INC | ||
| S | $16,669,890 | FAIR MARKET VALUE |
| BAPTIST OUTPATIENT SERVICES INC | ||
| S | $9,444,014 | FAIR MARKET VALUE |
| PINEAPPLE INSURANCE COMPANY | ||
| M | $3,680,606 | FAIR MARKET VALUE |
| BAPTIST HEALTH ENTERPRISES INC | ||
| S | $325,085 | CHANGE IN ACCT |
| MARINERS HOSPITAL INC | ||
| R | $441,383 | CHANGE IN ACCT |
| HOMESTEAD HOSPITAL INC | ||
| R | $11,439,825 | CHANGE IN ACCT |
| SOUTH MIAMI HOSPITAL INC | ||
| R | $8,096,864 | CHANGE IN ACCT |
| DOCTORS HOSPITAL INC | ||
| R | $1,428,652 | CHANGE IN ACCT |
| WEST KENDALL BAPTIST HOSPITAL INC | ||
| R | $817,828 | CHANGE IN ACCT |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | ||
| R | $2,376,115 | CHANGE IN ACCT |
| PINEAPPLE INSURANCE COMPANY | ||
| R | $685,122 | CHANGE IN ACCT |
| SAMARITAN RISK RETENTION GROUP | ||
| S | $520,204 | CHANGE IN ACCT |
| BAPTIST HEALTH MEDICAL GROUP INC | ||
| R | $88,440,520 | CHANGE IN ACCT |
| BAPTIST OUTPATIENT SERVICES | ||
| R | $1,418,822 | CHANGE IN ACCT |
| BAPTIST HOSPITAL OF MIAMI INC | ||
| R | $57,582,433 | CHANGE IN ACCT |
| FISHERMEN'S HEALTH INC | ||
| R | $16,546,481 | CHANGE IN ACCT |
| MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC | ||
| R | $24,497,746 | CHANGE IN ACCT |
| BAPTIST HEALTH ENTERPRISES INC | ||
| J | $394,996 | FAIR MARKET VALUE |
| BAPTIST OUTPATIENT SERVICES | ||
| J | $247,821 | FAIR MARKET VALUE |
| SOUTH MIAMI HOSPITAL INC | ||
| J | $185,207 | FAIR MARKET VALUE |
| BAPTIST HEALTH MEDICAL GROUP INC | ||
| J | $701,802 | FAIR MARKET VALUE |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | ||
| J | $189,710 | FAIR MARKET VALUE |
| MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC | ||
| I | $7,603 | NET BOOK VALUE |
| SOUTH MIAMI HOSPITAL INC | ||
| I | $2,665 | NET BOOK VALUE |
| SAMARITAN RISK RETENTION GROUP | ||
| L | $200,000 | FAIR MARKET VALUE |
| SAMARITAN RISK RETENTION GROUP | ||
| D | $3,200,000 | NET BOOK VALUE |
| MIAMI CARDIAC & VASCULAR MANAGEMENT COMPANY LLC | ||
| L | $1,075,100 | FAIR MARKET VALUE |
| BAPTIST HEALTH ENTERPRISES INC | ||
| M | $1,727,716 | FAIR MARKET VALUE |