MISSISSIPPI BAPT HEALTH SYSTEMS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MISSISSIPPI BAPT HEALTH SYSTEMS INC (EIN 64-0306253)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-15
- IRS object ID
- 201521969349301517
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-15T13:50:12-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Capitol Street Ste 500 | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 392012190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640306253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mississippi Baptist Health Systems | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM F THOMPSON | InCareOfNm |
| Business Name Control | MISS | BusinessNameControlTxt |
| Phone | 6019683080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 North State Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F THOMPSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6019683080 | PhoneNum |
| Signature | 2015-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Penny Wood CPA | PreparerPersonNm |
| PTIN | P00328157 | PTIN |
| Phone | 6019683080 | PhoneNum |
| Preparation | 2015-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Chris Anderson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 North State Street | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,159,087 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mbhs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | Mississippi Baptist Health Systems, Inc. (MBHS) is the holding company for several nonprofit entities to which it provides various management and support services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 323 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | -$18,172 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$24,407 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,584,676 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,208,397 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,938,026 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $80,645,028 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,016,973 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,599,305 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,117,783 | PYOtherRevenueAmt |
| CY Other Revenue | -$14,952,770 | CYOtherRevenueAmt |
| PY Total Revenue | $84,421,892 | PYTotalRevenueAmt |
| CY Total Revenue | $76,499,960 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $365,019 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $362,398 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,450,802 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,255,818 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $116,706 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $55,193 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $55,193 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,193,503 | PYOtherExpensesAmt |
| CY Other Expenses | $71,771,424 | CYOtherExpensesAmt |
| PY Total Expenses | $89,126,030 | PYTotalExpensesAmt |
| CY Total Expenses | $94,444,833 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,704,138 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,944,873 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $637,367,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $613,290,375 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $277,626,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $262,424,356 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $359,741,492 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $350,866,019 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MISSISSIPPI BAPTIST HEALTH SYSTEMS, INC.'S (MBHS) FOUNDATION AND TRADITION IS ITS CHRISTIAN HEALING MINISTRY. THE MISSION IS TO SERVE THE COMMUNITY THROUGH CONTINUOUSLY IMPROVING QUALITY MEDICAL CARE AND EFFECTIVE USE OF EDUCATION AND TECHNOLOGY IN A PERSONAL AND COMPASSIONATE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $70,059,734 | ExpenseAmt |
| Revenue | $63,571,096 | RevenueAmt |
| Desc | Mississippi Baptist Health Systems, Inc. (MBHS) is the holding company for several nonprofit entities to which it provides various management and support services. MBHS is the parent company of Mississippi Baptist Medical Center, a 638 bed tertiary care hospital complex, the Mississippi Hospital for Restorative Care, a 25 bed long term acute care facility, Baptist Medical Center-Leake, a 25 bed critical access hospital and a 44 bed extended care facility, and the Medical Foundation of Central Mississippi, a network of primary care and specialty physicians. Through various partnership relationships, MBHS also provides home health care, home medical equipment, and adult day care services. Through the decades, MBHS has continued to provide quality, compassionate, Christian-based medical care to the people of Mississippi. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $408,000 | ExpenseAmt |
| Desc | Mississippi Baptist Health Systems, Inc. (MBHS) operates Baptist Health Line, which offers physician referrals, hospital services referrals, scheduling of classes for hospital services, and the Health Information Library. Baptist Health Line professionals also offer Baptist's Risk Assessment Tools, including the Heart Test,the Health Test, the Woman's Health Check, the Diabetes Test and the Cancer Test. The cost of operating the Baptist Health Line was approximately $408,000 in fiscal year 2014. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $369,000 | ExpenseAmt |
| Grant | $362,398 | GrantAmt |
| Desc | Mississippi Baptist Health Systems, Inc. (MBHS) provides benefits to the broader community in the areas of charitable donations and volunteer hours. The cost of providing these services was approximately $369,000 in fiscal year 2014. Many community benefits are intangible in nature or otherwise not quantifiable. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $70,836,734 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 307 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 323 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F THOMPSON | PersonNm |
| Phone | 6019681132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 NORTH STATE STREET | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | OfficerOfficerInd | Other CompensationOtherCompensationAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Tammy Young | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Alveno Castilla | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| J Kane Ditto | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Arthur Skip Jernigan | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| David Landrum | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Lee Miller | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Roderick A Moore | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Dorian Turner | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| C Randy Voyles | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Paul D VanLandingham | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| C Dan Modisett | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Dudley D Wooley | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Gordon H Sansing | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $12,000 | ||||||
| Harry M Walker | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||||
| Russell W York | ||||||||||
| Chief Financial Officer | 12.0 | 28.0 | $459,004 | Yes (X) | $45,252 | |||||
| William B Grete | ||||||||||
| VP - General Counsel | 8.0 | 32.0 | $312,777 | Yes (X) | $91,594 | |||||
| Bobbie K Ware | ||||||||||
| VP - Chief Nursing Officer | 8.0 | 32.0 | $279,870 | Yes (X) | $65,879 | |||||
| Michael D Maples | ||||||||||
| VP - Chief Medical Officer | 8.0 | 32.0 | $99,146 | Yes (X) | $10,338 | |||||
| Chris Anderson | ||||||||||
| President & CEO (3/17/14) | 12.0 | 28.0 | $0 | Yes (X) | $0 | $0 | ||||
| Mark Slyter | ||||||||||
| Pres & CEO (Resigned 11/2013) | 12.0 | 28.0 | $455,249 | Yes (X) | $37,439 | |||||
| Michael K Stevens | ||||||||||
| VP - Business Development | 24.0 | 16.0 | $199,477 | $62,472 | Yes (X) | |||||
| Steve Stanic | ||||||||||
| VP - Chief Info Officer | 40.0 | 0.0 | $321,655 | $84,802 | Yes (X) | |||||
| Danny Rutland | ||||||||||
| Director of Faith Relations | 40.0 | 0.0 | $187,499 | $75,029 | Yes (X) | |||||
| Elizabeth H Mullins | ||||||||||
| President MBHS Medical Group | 8.0 | 32.0 | $184,469 | $51,399 | Yes (X) | |||||
| J Kemp Poole | ||||||||||
| VP - Ancillary & Support | 8.0 | 32.0 | $187,020 | $52,840 | Yes (X) | |||||
| Kerry Tirman | ||||||||||
| President (MBMC) | 8.0 | 32.0 | $447,738 | $41,264 | Yes (X) | |||||
| Barbie D Sullivan | ||||||||||
| Exec Med Director- Women Svcs | 8.0 | 32.0 | $150,100 | $398 | Yes (X) | |||||
| Van L Lackey | ||||||||||
| Exec. Med Director- Cancer Svc | 8.0 | 32.0 | $150,796 | $720 | Yes (X) | |||||
| Brian Johnson | ||||||||||
| Exec Med Director- Ortho Svcs | 8.0 | 32.0 | $150,001 | $0 | Yes (X) | |||||
| Eric A McVey | ||||||||||
| Former Chief Medical Officer | 8.0 | 32.0 | $418,183 | $16,450 | Yes (X) | |||||
| Kurt W Metzner | ||||||||||
| Former President & CEO | 0.0 | 40.0 | $125,539 | $2,215 | Yes (X) | |||||
| C Gerald Cotton | ||||||||||
| Former Officer | $110,000 | $0 | Yes (X) | |||||||
| Lee Ann Foreman | ||||||||||
| Former Key Employee | 20.0 | 20.0 | $148,543 | $47,650 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,399,066 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $685,741 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Brassfield Gorrie LLC | |||||
| PO Box 11407 | BIRMINGHAM | AL | 35246 | Construction | $10,463,476 |
| Landmark Healthcare Facilities LLC | |||||
| 839 North Jefferson Street Ste 600 | MILWAUKEE | WI | 53202 | Construction | $7,071,253 |
| Baptist Outpatient Imaging LLC | |||||
| 1405 North State Street Ste 200 | JACKSON | MS | 39202 | Physician Services | $6,929,889 |
| McKesson Technologies Inc | |||||
| PO Box 98347 | CHICAGO | IL | 606938347 | I/S Consulting/Maint | $5,031,009 |
| Mississippi Pathology Assc PLLC | |||||
| PO Box 4198 | JACKSON | MS | 392964198 | Physician Services | $3,163,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 146 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $49,493 | FundraisingAmt |
| Related Organizations | $267,696 | RelatedOrganizationsAmt |
| All Other Contributions | $891,208 | AllOtherContributionsAmt |
| Noncash Contributions | $4,923 | NoncashContributionsAmt |
| Total Contributions | $1,208,397 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Intercompany Allocations | 900099 | $59,112,000 | $59,112,000 |
| Intercompany Rental Revenue | 900099 | $15,308,604 | $15,308,604 |
| Other Operating Revenue | 900099 | $1,495,351 | $1,495,351 |
| Net Assets Released for Operations | 900099 | $1,648,775 | $1,648,775 |
| Purchase Discounts | 900099 | $39,139 | $39,139 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,041,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $894,824 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,146,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $80,645,028 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,425,727 | TotalRevenueColumnAmt |
| Exclusion | $10,425,727 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,768 | TotalRevenueColumnAmt |
| Exclusion | $414,768 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,410,936 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,652,126 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,241,190 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,241,190 | TotalRevenueColumnAmt |
| Exclusion | -$1,241,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $49,493 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,001 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,001 | TotalRevenueColumnAmt |
| Exclusion | -$7,001 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM SUBS AND OTHER INT. | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$14,945,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$14,927,597 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$18,172 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$14,945,769 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,499,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,571,096 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$18,172 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,738,639 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,398 | TotalAmt |
| Program Services | $362,398 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,338,434 | TotalAmt |
| Management And General | $3,338,434 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,556,142 | TotalAmt |
| Program Services | $12,458,626 | ProgramServicesAmt |
| Management And General | $2,097,516 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,931 | TotalAmt |
| Program Services | $328,122 | ProgramServicesAmt |
| Management And General | $49,809 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,858,155 | TotalAmt |
| Program Services | $2,480,301 | ProgramServicesAmt |
| Management And General | $377,854 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,156 | TotalAmt |
| Program Services | $867,352 | ProgramServicesAmt |
| Management And General | $257,804 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,961 | TotalAmt |
| Management And General | $801,961 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,339 | TotalAmt |
| Management And General | $576,339 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,956 | TotalAmt |
| Management And General | $194,956 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,193 | TotalAmt |
| Fundraising | $55,193 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,235 | TotalAmt |
| Management And General | $217,235 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,350,850 | TotalAmt |
| Program Services | $5,587,543 | ProgramServicesAmt |
| Management And General | $763,307 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,019,780 | TotalAmt |
| Program Services | $3,017,765 | ProgramServicesAmt |
| Management And General | $2,015 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,856,616 | TotalAmt |
| Program Services | $423,447 | ProgramServicesAmt |
| Management And General | $1,433,169 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,732,090 | TotalAmt |
| Program Services | $3,733,090 | ProgramServicesAmt |
| Management And General | -$1,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,861 | TotalAmt |
| Program Services | $70,560 | ProgramServicesAmt |
| Management And General | $69,301 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,719 | TotalAmt |
| Program Services | $111,130 | ProgramServicesAmt |
| Management And General | $7,589 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,092,982 | TotalAmt |
| Management And General | $9,092,982 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,352,831 | TotalAmt |
| Program Services | $27,352,831 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,961,847 | TotalAmt |
| Management And General | $1,961,847 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Repairs and Maintenance | $9,964,988 | $9,959,003 | $5,985 |
| TRUST EXPENSE | $2,158,887 | $2,158,887 | |
| NET ASSETS FOR OPERATIONS | $1,648,901 | $1,648,901 | |
| UBI TAX | -$38,097 | -$38,097 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620,678 | TotalAmt |
| Program Services | $276,778 | ProgramServicesAmt |
| Management And General | $2,343,900 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,444,833 | TotalAmt |
| Program Services | $70,836,734 | ProgramServicesAmt |
| Management And General | $23,552,906 | ManagementAndGeneralAmt |
| Fundraising | $55,193 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,873 | BOYAmt |
| EOY | $1,008,007 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,642,080 | BOYAmt |
| EOY | $2,534,416 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,317 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,175,693 | BOYAmt |
| EOY | $6,896,225 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,454,095 | BOYAmt |
| EOY | $5,302,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $639,179,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $357,906,386 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,563,013 | BOYAmt |
| EOY | $281,272,895 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,675,543 | BOYAmt |
| EOY | $59,174,996 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,661,228 | BOYAmt |
| EOY | $257,101,772 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,367,842 | BOYAmt |
| EOY | $613,290,375 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,279,249 | BOYAmt |
| EOY | $18,869,033 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,513,897 | BOYAmt |
| EOY | $206,895,005 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,012,614 | BOYAmt |
| EOY | $4,108,992 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,820,590 | BOYAmt |
| EOY | $32,551,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,626,350 | BOYAmt |
| EOY | $262,424,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,335,833 | BOYAmt |
| EOY | $331,879,134 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,069,390 | BOYAmt |
| EOY | $16,469,672 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,336,269 | BOYAmt |
| EOY | $2,517,213 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,741,492 | BOYAmt |
| EOY | $350,866,019 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,367,842 | BOYAmt |
| EOY | $613,290,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$17,944,873 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,069,400 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| MISSISSIPPI HOSPITAL FOR RESTORATIVE CARE INC | |||||
| 640833383 | 0 | false | Yes (true) | Yes (true) | $1,420,084 |
| MEDICAL FOUNDATION OF CENTRAL MISSISSIPPI | |||||
| 753068151 | 0 | false | Yes (true) | Yes (true) | $15,730,815 |
| BAPTIST MEDICAL CENTER - LEAKE INC | |||||
| 452896080 | 0 | false | Yes (true) | Yes (true) | $806,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $17,957,099 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Page 1, Part I, Line 11h, Column (IV): | FormAndLineReferenceDesc |
| Explanation | MISSISSIPPI BAPTIST HEALTH SYSTEMS, INC. (MBHS) IS A SUPPORTING ORGANIZATION THAT IS SUPERVISED OR CONTROLLED IN CONNECTION WITH MISSISSIPPI BAPTIST MEDICAL CENTER, INC. (MBMC), MEDICAL FOUNDATION OF CENTRAL MISSISSIPPI (MFCM), MISSISSIPPI HOSPITAL FOR RESTORATIVE CARE, INC. (RCH), AND MISSISSIPPI BAPTIST MEDICAL CENTER - LEAKE, INC. (LEAKE). THE REQUIREMENTS OF REG. SEC. 1.509(A)-4(D)(2) ARE MET IF AN ORGANIZATION SPECIFIES THE CLASS OR PURPOSE OF THE SUPPORTED ORGANIZATIONS INSTEAD OF IDENTIFYING THEM BY NAME. THIS MAY INCLUDE ORGANIZATIONS CLOSELY RELATED IN PURPOSE OR FUNCTION TO SUCH ORGANIZATIONS. MBHS' CHARTER OF INCORPORATION SPECIFIES A CLASS OF ORGANIZATIONS THAT IT SUPPORTS AS OTHER HEALTHCARE INSTITUTIONS AND/OR HEALTHCARE SERVICE ORGANIZATIONS. LEAKE, MFCM, AND RCH ARE CLOSELY RELATED IN PURPOSE AND FUNCTION TO SUCH ORGANIZATIONS. THEREFORE, MBHS SATISFIES THE REQUIREMENTS OF REG. SEC. 1.509(A)-4(D)(2)(I). | ExplanationTxt |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $194,956 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $194,956 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1g: | FormAndLineReferenceDesc |
| Explanation | Lobbying expenses were incurred through the use of lobbying consultants who had direct contact with legislators to discuss various public policy issues and legislative matters. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,336,269 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $180,944 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,517,213 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,312,044 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $14,225 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,336,269 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,302,044 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| End Year Balance | $2,312,044 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,034,896 | BeginningYearBalanceAmt |
| Other Expenditures | $1,732,852 | OtherExpendituresAmt |
| End Year Balance | $2,302,044 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,104,896 | BeginningYearBalanceAmt |
| Other Expenditures | $70,000 | OtherExpendituresAmt |
| End Year Balance | $4,034,896 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,142,558 | OtherCostOrOtherBasisAmt |
| Book Value | $48,142,558 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $336,660,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,422,548 | DepreciationAmt |
| Book Value | $148,238,236 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,894,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,757,066 | DepreciationAmt |
| Book Value | $14,137,246 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $213,618,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,726,772 | DepreciationAmt |
| Book Value | $56,891,934 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,862,921 | OtherCostOrOtherBasisAmt |
| Book Value | $13,862,921 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $281,272,895 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments in Related Parties | Desc |
| Book Value | $59,174,996 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $59,174,996 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Unamortized Bond Issue Costs | $920,021 |
| Assets Limited as to Use | $251,588,824 |
| Deferred Comp Fund | $4,287,483 |
| Spillway Lease | $305,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $257,101,772 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset Retirement Obligation | $1,261,768 |
| Interest Rate Swap Valuation | $18,252,044 |
| Deferred Comp Liability | $4,287,481 |
| Professional Liability Ins | $8,748,833 |
| Income Tax Liability | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,551,326 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The organization's intended use of its endowment funds is for patient care needs. |
| Part X, Line 2: | MANAGEMENT HAS EVALUATED THE COMPANY'S INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $18,970,681 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $18,970,681 | SubtotalSpentAmt |
| Total Spent | $18,970,681 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3: | MISSISSIPPI BAPTIST HEALTH SYSTEMS, INC. OWNS AN INTEREST IN POINTER OFFSHORE, LTD., A HEDGE FUND DOMICILED IN THE CAYMAN ISLANDS AND K2 HIGHLAND OVERSEAS, LTD., A HEDGE FUND DOMICILED IN THE BRITISH VIRGIN ISLANDS. THE BOOK VALUE OF THESE INVESTMENTS AS OF 8/31/2014 WAS $10,500,000 AND $8,470,681 RESPECTIVELY. |
| Part IV, Line 3: | MISSISSIPPI BAPTIST HEALTH SYSTEMS, INC. (MBHS) WAS NOT REQUIRED TO FILE FORM 5471 DURING THE FISCAL YEAR ENDED 8/31/2014 FOR ITS OWNERSHIP IN A FOREIGN CORPORATION. THEREFORE, FORM 5471 WAS NOT FILED BY MBHS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Allegiant Direct Inc | ||||||||
| 278 Franklin Road | Brentwood | TN | 37027 | Mail Solicit. | false | $59,575 | $53,020 | $6,555 |
| The Stelter Company | ||||||||
| 10435 New York Ave | Des Moines | IA | 50322 | Mail Solicit. | false | $695 | $0 | $695 |
| Blackbaud Inc | ||||||||
| 2000 Daniel Island Drive | Charleston | SC | 29492 | internet solicit | false | $10,660 | $2,173 | $8,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $70,930 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $55,193 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $15,737 | TotalNetToOrganizationAmt |
| Licensed States | MS | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Century Ride | NameOfEvent1Amt |
| Gross Receipts Event1 | $23,190 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,190 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $1,790 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,146 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FFTG Events | NameOfEvent2Amt |
| Gross Receipts Event2 | $13,803 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $13,803 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $1,065 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,500 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $12,500 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $49,493 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $49,493 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $1,790 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,211 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,001 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,001 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| PO Box 16808 | Jackson | MS | 392366808 | 135613797 | 501(c)(3) | $40,000 | See Part IV |
| Greater Belhaven Neighborhood | |||||||
| 954 Fortification Street | Jackson | MS | 39202 | 640917645 | 501(c)(3) | $31,250 | See Part IV |
| American Cancer Society | |||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | 131788491 | 501(c)(3) | $21,000 | See Part IV |
| Jackson Heart Foundation | |||||||
| 970 Lakeland Dr Ste 61 | Jackson | MS | 39216 | 270723542 | 501(c)(3) | $6,600 | See Part IV |
| Madison County School District | |||||||
| 117 NW 4th Street | Flora | MS | 39071 | 640437641 | Gov't- Mad Co. | $15,000 | See Part IV |
| Midtown Partners Inc | |||||||
| 329 Adelle St | Jackson | MS | 39202 | 640862113 | 501(c)(3) | $12,500 | See Part IV |
| United Way of the Capital Area | |||||||
| PO Box 23169 | Jackson | MS | 392253169 | 640303075 | 501(c)(3) | $25,500 | See Part IV |
| Jackson Preparatory School | |||||||
| 3100 Lakeland Dr | Flowood | MS | 39232 | 570889451 | 501(C)(3) | $13,333 | See Part IV |
| Habitat for Humanity MS Capital Area | |||||||
| PO Box 55634 | Jackson | MS | 39296 | 640750633 | 501(c)(3) | $8,250 | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The organization makes cash donations to other charitable organizations to help further their exempt purposes. |
| Part II, Line 1, Column (h): | American Heart Association- To provide community information on heart disease and direct them to complete a HRA, to provide women information on heart disease and warning signs of heart attack, and to support community awareness through participation in annual heart walk. Greater Belhaven Neighborhood- To support community awareness through participation in annual golf tournament and to support community information and research efforts regarding chronic diseases. American Cancer Society- To support the Cancer League's efforts for patient information and assistance programs, to support community awareness through annual Making Strides Walk for Breast Cancer, and to support community awareness through Passport for a Cure gala event. Jackson Heart Foundation - To support awareness in the young adult community regarding heart disease. Madison County School District - To support athletic trainers in the care of students during physical activities/games. Midtown Partners, Inc. - To support midtown community projects and partnerships with area non-profits. United Way of the Capital Area- To support early childhood literacy program and imagination library and to support Jackson Public School career exploration for high school freshmen. Jackson Preparatory School- To support faculty leadership program. Habitat for Humanity MS Capital Area- To support the organization's vision of providing a decent place to live for those in need. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|
| Eric A McVey | |||||||
| Former Chief Medical Officer | -$4,808 | $43,684 | $379,307 | $0 | $16,450 | $434,633 | $35,640 |
| Kurt W Metzner | |||||||
| Former President & CEO | $125,389 | $0 | $150 | $2,215 | $0 | $127,754 | |
| Russell W York | |||||||
| Chief Financial Officer | $295,079 | $0 | $163,925 | $10,737 | $34,515 | $504,256 | $146,425 |
| William B Grete | |||||||
| VP - General Counsel | $253,072 | $0 | $59,705 | $58,536 | $33,058 | $404,371 | $42,705 |
| Bobbie K Ware | |||||||
| VP - Chief Nursing Officer | $249,975 | $0 | $29,895 | $48,086 | $17,793 | $345,749 | $29,295 |
| Michael K Stevens | |||||||
| VP - Business Development | $189,171 | $0 | $10,306 | $29,344 | $33,128 | $261,949 | $10,306 |
| Steve Stanic | |||||||
| VP - Chief Info Officer | $269,055 | $50,000 | $2,600 | $52,066 | $32,736 | $406,457 | |
| J Kemp Poole | |||||||
| VP - Ancillary & Support | $187,020 | $0 | $0 | $34,677 | $18,163 | $239,860 | |
| Kerry Tirman | |||||||
| President (MBMC) | $314,940 | $0 | $132,798 | $6,739 | $34,525 | $489,002 | $67,490 |
| Danny Rutland | |||||||
| Director of Faith Relations | $164,991 | $0 | $22,508 | $30,653 | $44,376 | $262,528 | $22,508 |
| Elizabeth H Mullins | |||||||
| President MBHS Medical Group | $172,058 | $0 | $12,411 | $32,557 | $18,842 | $235,868 | $12,411 |
| C Gerald Cotton | |||||||
| Former Officer | $110,000 | $0 | $0 | $0 | $0 | $110,000 | |
| Mark Slyter | |||||||
| Pres & CEO (Resigned 11/2013) | $400,880 | $0 | $54,369 | $12,465 | $24,974 | $492,688 | |
| Barbie D Sullivan | |||||||
| Exec Med Director- Women Svcs | $150,100 | $0 | $0 | $0 | $398 | $150,498 | |
| Van L Lackey | |||||||
| Exec. Med Director- Cancer Svc | $150,796 | $0 | $0 | $0 | $720 | $151,516 | |
| Brian Johnson | |||||||
| Exec Med Director- Ortho Svcs | $150,001 | $0 | $0 | $0 | $0 | $150,001 | |
| Lee Ann Foreman | |||||||
| Former Key Employee | $131,904 | $0 | $16,639 | $26,641 | $21,009 | $196,193 | |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: | OFFICER, MARK SLYTER, RECEIVED REIMBURSEMENT FOR SOCIAL CLUB DUES WHICH WAS INCLUDED IN HIS COMPENSATION DURING CALENDAR YEAR 2013. KEY EMPLOYEE, DANNY RUTLAND, IS A MINISTERIAL EMPLOYEE WHICH RECEIVED A NONTAXABLE HOUSING ALLOWANCE DURING CALENDAR YEAR 2013. Part I, Line 4a: Former officer, Eric McVey, received $343,667 in severance payments during calendar year 2013. |
| Part I, Line 4b: | Participants: William Grete $48,486 LeAnn Foreman $21,032 Elizabeth Mullins $25,703 JK Poole $28,532 Danny Rutland $27,301 Steve Stanic $41,848 Michael Stevens $29,344 Bobbie K. Ware $44,197 Terms & Conditions: Baptist Health Systems, Inc. established the Baptist Health Systems, Inc. Supplemental Executive Retirement Plan, a nonqualified, unfunded deferred compensation plan effective July 1, 2010, for the benefit of certain management or highly-compensated employees of Baptist Health Systems, Inc. Participants are chosen by the Chairman's Council of the Board (the Council) of Baptist Health Systems, Inc. The purpose of the plan is to enhance the ability of Baptist Health Systems, Inc. to attract and retain qualified management personnel with a market-competitive supplemental retirement benefit for a select group of management or highly compensated employees on a tax-deferred basis. Baptist Health Systems, Inc. will contribute to each participant's plan an annual amount equal to a percentage of the participant's base salary commencing in 2010 and continuing each year thereafter until the year in which the participant separates from employment. An applicable percentage of either 17.5% or 15% of base salary will be contributed to each participant's plan (or such other percentage as the Council determines). The vested accrued balance or employer contribution (plus earnings or losses) will be paid for any event requiring such payment other than death, as soon as administratively feasible but no later than the last day of the calendar year in which the event occurs. If the event that results in the payment of the benefit is death, the balance will be paid as soon as the Board obtains satisfactory proof of death, but no later than the 15th day of the third month following the end of the calendar year in which the Participant dies. Certain participants who remain in continuous employment have a non-forfeitable right to receive the employer contribution made in a plan year as of the first day of the plan year that is five years from the first day of the Plan year in which such contribution was made. However, if such participant has attained a specified age, the participant shall have a non-forfeitable right to receive any future employer contributions along with earnings or losses that have not vested and an immediate non-forfeitable right to receive any future employer contributions as of the date such contributions are made. New participants other than those specifically identified in the Plan have a non-forfeitable right to receive their accrued balance based on a vesting schedule as described in the Plan document. Otherwise, a participant shall have a non-forfeitable right to receive his accrued balance upon his separation from service on account of death, disability, or upon involuntary separation from service without cause if such separation occurs prior to the completion of the five year period described above, prior to attaining the age specified above, or prior to the applicable vesting schedule described above. |
| Part II: | Several officers, key employees, and highest compensated employees listed on Schedule J also provide services to other members of the health care system. All compensation is paid by Mississippi Baptist Health Systems, Inc. (MBHS) and reported by MBHS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MS Hospital Equipment & Facilities Authority | ||||||||
| A | 640732320 | 605360QG4 | 2007-03-01 | $125,855,503 | SEE PART VI | false | false | false |
| MS Hospital Equipment & Facilities Authority | ||||||||
| B | 640732320 | xxxxxxxxx | 2009-05-20 | $80,000,000 | SEE PART VI | false | false | false |
| MS Hospital Equipment & Facilities Authority | ||||||||
| C | 640732320 | XXXXXXXXX | 2012-09-10 | $20,000,000 | SEE PART VI | false | false | false |
| MS Hospital Equipment & Facilities Authority | ||||||||
| D | 640732320 | XXXXXXXXX | 2012-12-01 | $14,400,000 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $24,285,000 | $0 | $131,625,055 | $8,247,336 | $0 | $56,793,037 | $1,456,193 | $2,232,976 | $0 | $65,128,578 | $0 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $15,000 | $0 | $80,000,000 | $0 | $0 | $79,985,000 | $0 | $0 | $0 | $0 | $0 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $742,612 | $0 | $20,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $20,000,000 | $0 | $0 | 2012 | false | false | Yes (true) | Yes (true) |
| D | $1,036,630 | $0 | $14,400,000 | $0 | $0 | $14,400,000 | $0 | $0 | $0 | $0 | $0 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | false | |||
| DEUTSCHE BK | |||||||||||||
| B | false | Yes (true) | false | false | Yes (true) | Yes (true) | false | 0 | false | false | 30. | false | false |
| 0 | |||||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | false | |||
| 0 | |||||||||||||
| D | false | Yes (true) | false | false | false | false | false | 0 | false | false | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| . | Schedule K, Part I, Row A, Column (f): In March 2007, the System issued $200,905,000 in MS Hospital Equipment & Facilities Authority Series 2007A (Fixed Rate) and 2007B (Variable Rate) revenue bonds (the series 2007 bonds). The proceeds of the series 2007 bonds were used to (1) extinguish the remaining MHEFA Series 1995 and 1990B revenue bonds, (2) establish a project fund to finance the costs of various system capital projects, primarily the West Tower expansion, (3) establish various debt service and reserve funds required by the related indenture, and (4) pay certain costs of issuance. |
| Schedule K, Part I, Row B, Column (f): | In April 2008, the System consummated a transaction with a bank, whereby an $80,000,000 line of credit was made available for the extinguishment of the series 2007 bonds. The amount in Part I, Column (e) for the series 2007 bonds does not agree with the Form 8038 filed for such bonds since the 2007B bonds are no longer outstanding and therefore not reported on Schedule K. The Series 2009 bond was issued to provide funds to payoff the outstanding principal amount of the line of credit mentioned above executed in April 2008. |
| Schedule K, Part I, Row C, Column (f): | In September 2012, the system issued $20,000,000 in MS Hospital Equipment & Facilities Authorities Series 2012A revenue bond. The proceeds of the bond were used to finance the construction of a parking garage, skywalk and other related construction on the hospital's main campus. |
| Schedule K, Part I, Row D, Column (f): | In May 2006, the system was approved by the state of Mississippi to obtain special tax exempt financing (series 2006 bond) related to a medical office building under construction in Madison County, Mississippi. The special funding (Gozone) was made available through the federal government in response to Hurricane Katrina. The Gozone financing totaled $17,000,000. On September 24, 2009, the organization redeemed and paid $2,600,000 of the bonds. Accordingly, the amount of the total Gozone financing of $17,000,000 was classified as a current installment of long-term debt in the balance sheet at August 31, 2009. On October 29, 2009, the organization converted the remaining Gozone financing of $14,400,000 from a variable instrument backed by a letter of credit from a commercial bank to a variable debt instrument held by the commercial bank. On December 1, 2012, the Series 2006 variable rate debt investment was refunded with the series 2012B fixed rate revenue bond. |
| Schedule K, Part II, Column A, Line 3: | The total proceeds of issue reported on line 3 equals the original $125,855,503 issued plus investment earnings of $5,769,552. |
| Schedule K, Part IV, Line 7: | Currently, Mississippi Baptist Health Systems' procedures are not written. |
| Schedule K, Part V: | Currently, Mississippi Baptist Health Systems' procedures are not written. |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $0 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Medical Practice Solutons | |||
| See Part V | $127,200 | Acct/Salary & Benefit Reim | false |
| Mississippi Health Partners | |||
| See Part V | $476,357 | Reprocess Claims | false |
| Mississippi Baptist Med Enterprises | |||
| See Part V | $516,000 | Management Fees | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Column (B): | FormAndLineReferenceDesc |
| Explanation | Officers, Russell York and Mark Slyter are Board Members of Medical Practice Solutions (MPS), a related entity. Officer, Russell York, is a board member of Mississippi Health Partners. Officer, Russell York, is a director of Mississippi Baptist Medical Enterprises, Inc., a related entity. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Page 6, Part VI, Section B, Line 11b: | An electronic copy of the Form 990 is distributed through the boardeffect, a web based document distribution service. All outside board members /directors have the opportunity to review the form prior to filing with the IRS. |
| Form 990, Page 6, Part VI, Section B, Line 12c: | The Compliance Committee of the governing body meets quarterly to review all compliance issues. Any persons with conflicts of interest are prohibited from participating in the Board's deliberations and decisions in the transaction in which the conflict exists. |
| Form 990, Page 6, Part VI, Section B, Line 15 a&b: | An independent compensation consulting firm, The Hay Group, conducts annual surveys to help establish the compensation of the organization's top management officials, officers and key employees. The Chairman's Council functions as the compensation committee of the Board. The Hay Group presents their findings and recommendations to the Council for their consideration and action. The Council approves the salaries and benefit package for all of senior management. The Hay Group maintains minutes of the Chairman's Council meetings where compensation and benefits are discussed and approvals made. |
| Form 990, Page 6, Part VI, Section C, Line 19: | The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MS Hospital for Restorative Care Inc | ||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640833383 | Hospital | MS | 501(c)(3) | 3 | MBHS | Yes (true) |
| Medical Foundation of Central MS | ||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 753068151 | Clinics | MS | 501(c)(3) | 3 | MBHS | Yes (true) |
| MS Baptist Medical Center Inc | ||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640881013 | Hospital | MS | 501(c)(3) | 3 | MBHS | Yes (true) |
| Baptist Medical Center - Leake Inc | ||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 452896080 | Hospital | MS | 501(c)(3) | 3 | MBHS | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Outpatient ImagingLLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 North State Street | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452968057 | EIN |
| Primary Activities | Medical Services | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBHS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,004,728 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,169,505 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.51000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MS Baptist Medical Enterprises Inc | ||||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640776164 | Investments | MS | MBHS | C Corp | $81,818 | $1,712,931 | 1.00000 | Yes (true) |
| Medical Practice Solutions | ||||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640833731 | Med Consulting | MS | MBME | C Corp | $3,887,123 | $1,677,415 | 1.00000 | Yes (true) |
| MS Real Estate Enterprises Inc | ||||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640746856 | Investments | MS | MBME | C Corp | $0 | $502,648 | 1.00000 | Yes (true) |
| Healthcare Financial Services Inc | ||||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640847789 | Financial Svc | MS | MBME | C Corp | $5,798,202 | $3,897,151 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (22 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Medical Practice Solutions | ||
| a | $149,320 | See Part VII |
| Healthcare Financial Services Inc | ||
| a | $49,296 | See Part VII |
| MS Hospital for Restorative Care Inc | ||
| b | $1,420,084 | See Part VII |
| Medical Foundation of Central Mississippi | ||
| b | $15,730,815 | See Part VII |
| MS Baptist Medical Center - Leake Inc | ||
| b | $806,200 | See Part VII |
| Mississippi Baptist Medical Center Inc | ||
| c | $1,797,226 | See Part VII |
| Medical Practice Solutions | ||
| d | $500,000 | See Part VII |
| MS Baptist Medical Center - Leake Inc | ||
| d | $4,000,000 | See Part VII |
| Medical Practice Solutions | ||
| f | $100,000 | See Part VII |
| Medical Practice Solutions | ||
| j | $149,320 | See Part VII |
| Mississippi Baptist Medical Center Inc | ||
| j | $20,607,676 | See Part VII |
| MS Hospital for Restorative Care Inc | ||
| j | $176,463 | See Part VII |
| Medical Foundation of Central Mississippi | ||
| j | $616,251 | See Part VII |
| Mississippi Baptist Medical Center | ||
| l | $57,684,000 | See Part VII |
| MS Hospital for Restorative Care Inc | ||
| l | $1,428,000 | See Part VII |
| Medical Foundation of Central Mississippi | ||
| l | $720,000 | See Part VII |
| Medical Practice Solutions | ||
| l | $103,200 | See Part VII |
| Mississippi Baptist Medical Enterprises Inc | ||
| l | $516,000 | See Part VII |
| MS Baptist Medical Center - Leake Inc | ||
| o | $272,400 | See Part VII |
| Baptist Outpatient Imaging LLC | ||
| r | $7,189,958 | See Part VII |
| Medical Practice Solutions | ||
| s | $100,000 | See Part VII |
| Baptist Outpatient Imaging LLC | ||
| s | $1,107,956 | See Part VII |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | heade | FormAndLineReferenceDesc |
| Explanation | Method of determining amounts for transactions described in lines 1b, 1c, 1d, 1f, 1r, and 1s: Amounts reported in line 2, column (c) for these transaction types are stated at cash value. Method of determining amounts for transactions described in lines 1a, 1j, 1l, and 1o: Amounts reported in line 2, column (c) for these transaction types are at fair market value and are comparable to transactions between two or more unrelated parties dealing at arm's length. | ExplanationTxt |