BAPTIST HEALTH SYSTEM INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH SYSTEM INC (EIN 63-0312913)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2015-04-15
- IRS object ID
- 201531059349301163
- 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 H
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T13:55:52-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630312913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH SYSTEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAPT | BusinessNameControlTxt |
| Phone | 2057155716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830605 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352830605 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY D JOHNSTON | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Phone | 2057155716 | PhoneNum |
| Signature | 2015-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JC ROUSE | PreparerPersonNm |
| PTIN | P00081132 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEITH PARROTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830605 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352830605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $563,245,971 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BHSALA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | "AS A WITNESS TO THE LOVE OF GOD, REVEALED THROUGH JESUS CHRIST, THE BAPTIST HEALTH SYSTEM IS COMMITTED TO MINISTRIES THAT ENHANCE THE HEALTH, DIGNITY, AND WHOLENESS OF THOSE WE SERVE, THROUGH INTEGRITY, COMPASSION, ADVOCACY, RESOURCEFULNESS, AND EXCELLENCE." | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 5202 | TotalEmployeeCnt |
| Total Volunteers | 322 | TotalVolunteersCnt |
| Total Gross UBI | -$391,284 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$391,284 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,025,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,010,129 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $465,258,030 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $475,631,694 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,181,664 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,160,465 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,125,745 | PYOtherRevenueAmt |
| CY Other Revenue | $14,033,725 | CYOtherRevenueAmt |
| PY Total Revenue | $488,590,522 | PYTotalRevenueAmt |
| CY Total Revenue | $503,836,013 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $217,442,482 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $228,380,898 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $257,576,262 | PYOtherExpensesAmt |
| CY Other Expenses | $264,673,702 | CYOtherExpensesAmt |
| PY Total Expenses | $475,018,744 | PYTotalExpensesAmt |
| CY Total Expenses | $493,054,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,571,778 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,781,413 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $735,275,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $770,496,637 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $553,262,816 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $527,315,332 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $182,013,036 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $243,181,305 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | "AS A WITNESS TO THE LOVE OF GOD, REVEALED THROUGH JESUS CHRIST, THE BAPTIST HEALTH SYSTEM IS COMMITTED TO MINISTRIES THAT ENHANCE THE HEALTH, DIGNITY, AND WHOLENESS OF THOSE WE SERVE, THROUGH INTEGRITY, COMPASSION, ADVOCACY, RESOURCEFULNESS, AND EXCELLENCE." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $360,460,399 | ExpenseAmt |
| Revenue | $417,958,759 | RevenueAmt |
| Desc | PATIENT SERVICES -- BAPTIST HEALTH SYSTEM, INC. ("BHS"), CONTINUES IN ITS CHARITABLE MISSION, WHICH BEGAN IN 1922, OF PROVIDING MEDICAL AND EDUCATIONAL SERVICES TO THE COMMUNITY THROUGH ITS FOUR HOSPITALS AND OTHER PATIENT CARE FACILITIES. ONE OF THE HOSPITALS IS LOCATED WITHIN THE CITY LIMITS OF BIRMINGHAM, AL, WHICH ENABLES BHS TO PROVIDE SERVICES TO AREAS OF THE CITY WHICH MIGHT OTHERWISE BE UNDERSERVED. THE CORPORATION ALSO OWNS AND OPERATES HOSPITALS IN TALLADEGA, JASPER, AND ALABASTER, AL. SEVERAL OF THESE HOSPITALS SERVE RURAL COMMUNITIES WHICH, PRIOR TO BHS' INVOLVEMENT, WERE IN NEED OF STABLE HEALTH CARE FACILITIES. THESE RURAL HOSPITALS PROVIDE MUCH NEEDED SERVICES (SUCH AS OBSTETRICS), TO AREAS OF ALABAMA THAT WOULD OTHERWISE BE UNDERSERVED. BHS EXPERIENCES LOSSES FROM THE OPERATIONS OF SOME OF THESE HOSPITALS, WHICH FURTHER DEMONSTRATES ITS COMMITMENT TO SERVING THESE COMMUNITIES. EACH HOSPITAL PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS. BHS EXPERIENCES LARGE CONTRACTUAL ADJUSTMENTS DUE TO THE LIMITED REIMBURSEMENT PROVIDED BY THE GOVERNMENTAL PROGRAMS. THE FOLLOWING CHART IS A BREAKDOWN OF TOTAL PATIENT DAYS INCLUDING THESE GOVERNMENTAL PROGRAMS:PROGRAM PATIENT DAYS PERCENTAGEMEDICARE 68,801 39.09%MEDICARE HMO 29,691 16.87%MEDICAID 21,091 11.98%TRICARE 550 0.31%OTHER 55,888 31.75%TOTAL 176,021 100.00%ADDITIONALLY, EACH HOSPITAL PARTICIPATES IN VARIOUS OTHER STATE AND LOCAL MEDICAL PROGRAMS. THIS PARTICIPATION IMPROVES ACCESS TO PATIENT CARE FOR THE COMMUNITIES SERVED BY BHS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,539,751 | ExpenseAmt |
| Revenue | $10,899,899 | RevenueAmt |
| Desc | CHARITY CARE -- THE BHS HOSPITALS PROVIDE A SIGNIFICANT AMOUNT OF CHARITY CARE TO THEIR COMMUNITIES. NOTICES ARE POSTED IN EACH HOSPITAL TO INFORM PATIENTS THAT QUALITY HEALTH CARE SERVICES ARE AVAILABLE REGARDLESS OF A PERSON'S ABILITY TO PAY. CHARITY CARE REVENUE IS MADE UP OF AN ALLOCATION OF MEDICAID ACCESS AND DSH PAYMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $75,105,229 | ExpenseAmt |
| Revenue | $56,674,323 | RevenueAmt |
| Desc | GOVERNMENT SPONSORED HEALTHCARE -- GOVERNMENT SPONSORED HEALTHCARE INCLUDES UNPAID COSTS OF PUBLIC PROGRAMS, WHICH REPRESENTS THE SHORTFALL CREATED WHEN REIMBURSEMENTS ARE LESS THAN COSTS OF PROVIDING SERVICES. BHS RECORDS SERVICES PROVIDED TO MEDICAID RECIPIENTS AFTER ANNUAL MEDICAID BENEFITS ARE EXHAUSTED AS CHARITY CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $8,493,761 | $4,599,517 | EDUCATION AND RESEARCH -- BHS IS ACTIVELY INVOLVED IN MEDICAL EDUCATION AND CLINICAL PASTORAL EDUCATION. BHS CURRENTLY HAS APPROXIMATELY 96 RESIDENCY POSITIONS IN TRANSITIONAL YEAR, INTERNAL MEDICINE, PATHOLOGY, RADIOLOGY, AND GENERAL SURGERY PROGRAMS. BHS'S MEDICAL EDUCATION PROGRAM ALSO PROVIDES CONTINUING EDUCATION TO LICENSED PHYSICIANS. THE CLINICAL PASTORAL EDUCATION PROVIDES TRAINING FOR 10 RESIDENTS AS WELL AS NUMEROUS PART-TIME STUDENTS. THIS TRAINING EQUIPS STUDENTS TO PROVIDE A BETTER LEVEL OF SPIRITUAL CARE TO PATIENTS. IN ADDITION, BHS, IN CONJUNCTION WITH SEVERAL COLLEGES AND UNIVERSITIES OF NURSING, PROVIDES TRAINING FOR NURSES THAT ARE HIRED THROUGHOUT THE SOUTHEASTERN UNITED STATES. |
| $852,299 | $0 | BHS CONTINUALLY PROVIDES MANY SERVICES IN HEALTH PROMOTION AND SCREENING TO THE PUBLIC FREE OF CHARGE, OR AT A NOMINAL COST. SUCH SERVICES ARE PROVIDED THROUGH SCHOOLS, EMPLOYERS, AND FACILITIES THAT ARE EASILY ACCESSIBLE BY THE GENERAL PUBLIC. EMPLOYEES ARE ENCOURAGED TO DEVOTE SERVICES TO OTHER CHARITABLE ORGANIZATIONS IN THE COMMUNITY, AS WELL AS TO PROVIDE FINANCIAL SUPPORT. EMPLOYEES AND OTHER COMMUNITY MEMBERS HAVE ALSO PROVIDED SIGNIFICANT SUPPORT OF BHS' CHARITABLE ACTIVITIES--EVIDENCING THE COMMUNITIES' WILLINGNESS TO ACKNOWLEDGE AND SUPPORT THE MISSION OF BAPTIST HEALTH SYSTEM, INC. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,346,060 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,599,517 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $470,451,439 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | 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 |
| IRP Document | 397 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5202 | 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 | BB | ForeignCountryCd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY D JOHNSTON SVPCFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2057155716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 22ND STREET S | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL SHANE SPEES | ||||||||
| PRES & CEO/EXO-NONVOTING | 40.00 | Yes (X) | Yes (X) | $1,076,919 | $0 | $20,091 | ||
| WAYNE PATE | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HOLCOMB | ||||||||
| CHAIRMAN | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY WESTMORELAND EDD | ||||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CLEMENT COTTER MD | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM EMACK JR | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD FARRAR | ||||||||
| VICE CHAIRMAN | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JO MORRIS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS CRAIN MDIV | ||||||||
| EX-OFFICIO, VOTING | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIS SEWELL | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GENE DAVENPORT | ||||||||
| EX-OFFICIO, VOTING | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL DECKER MDIV | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DONTA WILSON | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY D JOHNSTON | ||||||||
| SR VP & CFO | 40.00 | Yes (X) | $515,530 | $0 | $19,472 | |||
| KEITH PARROTT | ||||||||
| EVP & COO | 40.00 | Yes (X) | $664,350 | $0 | $20,677 | |||
| DAVID WILSON | ||||||||
| ADMINISTRATOR | 40.00 | $414,727 | $0 | $20,658 | Yes (X) | |||
| ELIZABETH POSTLETHWAIT | ||||||||
| ADMINISTRATOR | 40.00 | $409,528 | $0 | $8,214 | Yes (X) | |||
| ROBERT PHILLIPS | ||||||||
| ADMINISTRATOR | 40.00 | $264,007 | $0 | $19,388 | Yes (X) | |||
| JOEL TAYLOR | ||||||||
| ADMINISTRATOR | 40.00 | $239,598 | $0 | $20,718 | Yes (X) | |||
| RICHARD SHIREY | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $417,032 | $0 | $21,737 | Yes (X) | |||
| ELIZABETH ENNIS | ||||||||
| CHIEF MEDICAL OFFICER | 40.00 | $465,030 | $0 | $8,322 | Yes (X) | |||
| GEORGE SCOTT FENN | ||||||||
| CHIEF INTEGRATION OFFICER | 40.00 | $479,363 | $0 | $21,806 | Yes (X) | |||
| JOHN DAVIS | ||||||||
| CHIEF MEDICAL INFORMATICS OFFICER | 40.00 | $429,206 | $0 | $18,033 | Yes (X) | |||
| DAVID ENNIS | ||||||||
| MEDICAL FACULTY | 40.00 | $444,575 | $0 | $22,725 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,819,865 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $221,841 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 146 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRASFIELD AND GORRIE GENERAL CONTRACTORS | |||||
| 3021 7TH AVE S | BIRMINGHAM | AL | 352333502 | CONSTRUCTION | $8,140,497 |
| ABM HEALTHCARE SUPPORT SERVICES INC | |||||
| 22622 HARPER STREET | ST CLAIR SHORES | MI | 48080 | FACILITY SERVICES | $5,712,109 |
| ANESTHESIOLOGISTS ASSOCIATED PC | |||||
| 801 PRINCETON AVE | BIRMINGHAM | AL | 35211 | MEDICAL SERVICES | $3,807,462 |
| SIEMENS MEDICAL SOLUTIONS USA INC | |||||
| 51 VALLEY STREAM PKWY | MALVERN | PA | 19355 | IT SERVICES | $3,044,229 |
| MORRISON MANAGEMENT SPECIALISTS INC | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DIETARY SERVICES | $2,553,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 116 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $3,010,129 | AllOtherContributionsAmt |
| Total Contributions | $3,010,129 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $475,631,694 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $475,631,694 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $475,631,694 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,507,881 | TotalRevenueColumnAmt |
| Exclusion | $6,507,881 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,270,638 | RealAmt |
| Personal | $27,067 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,417,565 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$146,927 | RealAmt |
| Personal | $27,067 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$119,860 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$44,065 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$75,795 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,929,718 | SecuritiesAmt |
| Other | $1,242,911 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,474,725 | SecuritiesAmt |
| Other | $1,045,320 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,454,993 | SecuritiesAmt |
| Other | $197,591 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,652,584 | TotalRevenueColumnAmt |
| Exclusion | $4,652,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $442,803 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $472,348 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$29,545 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EHR MEANIGFUL USE INCENTIVE | 900099 | $9,169,074 | $9,169,074 | |
| DIETARY/CAFETERIA | 900099 | $1,353,141 | $1,353,141 | |
| REFERENCE LABORATORY | 621500 | -$347,219 | -$347,219 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,008,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,008,134 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,183,130 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $503,836,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $490,132,498 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$391,284 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,084,670 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,584,659 | TotalAmt |
| Management And General | $3,584,659 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,606,336 | TotalAmt |
| Program Services | $176,861,963 | ProgramServicesAmt |
| Management And General | $10,744,373 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,189,903 | TotalAmt |
| Program Services | $34,010,811 | ProgramServicesAmt |
| Management And General | $3,179,092 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,282,358 | TotalAmt |
| Program Services | $16,890,454 | ProgramServicesAmt |
| Management And General | $2,391,904 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,303,153 | TotalAmt |
| Program Services | $10,071,515 | ProgramServicesAmt |
| Management And General | $3,231,638 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,755,833 | TotalAmt |
| Program Services | $28,489,143 | ProgramServicesAmt |
| Management And General | $266,690 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES AND OTHER EXPE | $191,890,916 | $192,997,765 | -$1,106,849 |
| LEASE EXPENSE | $11,441,442 | $11,129,788 | $311,654 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,054,600 | TotalAmt |
| Program Services | $470,451,439 | ProgramServicesAmt |
| Management And General | $22,603,161 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,772 | BOYAmt |
| EOY | $1,697,326 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,197,470 | BOYAmt |
| EOY | $63,254,354 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,045,413 | BOYAmt |
| EOY | $8,375,417 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,810,031 | BOYAmt |
| EOY | $10,816,725 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,886,700 | BOYAmt |
| EOY | $3,609,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $723,956,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $378,912,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,696,715 | BOYAmt |
| EOY | $345,043,532 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,584,666 | BOYAmt |
| EOY | $253,249,748 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,075,407 | BOYAmt |
| EOY | $58,299,988 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,050,802 | BOYAmt |
| EOY | $17,902,630 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,663,876 | BOYAmt |
| EOY | $8,247,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,275,852 | BOYAmt |
| EOY | $770,496,637 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,305,227 | BOYAmt |
| EOY | $58,794,275 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,822,755 | BOYAmt |
| EOY | $16,153,865 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,713,702 | BOYAmt |
| EOY | $301,281,353 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,162,426 | BOYAmt |
| EOY | $27,982,277 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,402,127 | BOYAmt |
| EOY | $15,783,280 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,856,579 | BOYAmt |
| EOY | $107,320,282 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,262,816 | BOYAmt |
| EOY | $527,315,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,473,208 | BOYAmt |
| EOY | $210,447,556 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,889,930 | BOYAmt |
| EOY | $5,900,947 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,649,898 | BOYAmt |
| EOY | $26,832,802 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,013,036 | BOYAmt |
| EOY | $243,181,305 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,275,852 | BOYAmt |
| EOY | $770,496,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,781,413 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,336,557 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $44,050,299 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,255 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,255 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $492,982,345 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $493,054,600 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
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 | $27,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $59,662 | CurrentYearMinus2Amt |
| Current Year Minus1 | $70,760 | CurrentYearMinus1Amt |
| Current Year | $72,255 | CurrentYearAmt |
| Total | $229,677 | 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 |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,336,673 | OtherCostOrOtherBasisAmt |
| Book Value | $38,336,673 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,870,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $133,854,333 | DepreciationAmt |
| Book Value | $199,016,403 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,558,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,018,509 | DepreciationAmt |
| Book Value | $540,029 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $283,921,370 | OtherCostOrOtherBasisAmt |
| Depreciation | $230,190,981 | DepreciationAmt |
| Book Value | $53,730,389 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,269,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,849,026 | DepreciationAmt |
| Book Value | $53,420,038 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $345,043,532 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN SUBSIDIARIES | Desc |
| Book Value | $58,299,988 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $58,299,988 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| MINIMUM PENSION LIABILITY | $97,396,013 |
| DEFERRED GAINS | $580,464 |
| PENSION PLAN LIABILITY | $3,192,506 |
| CAPITAL LEASES | $845,162 |
| LEASE CONTINGENCY | $1,123,742 |
| EPIC LICENSING | $3,708,806 |
| OTHER | $473,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $107,320,282 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION HAS ADOPTED GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES WHICH REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE (IRS) EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. IN ACCORDANCE WITH THIS GUIDANCE, THE CORPORATION HAS DETERMINED THAT IT DOES NOT HAVE ANY POSITIONS AS OF DECEMBER 31, 2013, THAT IT WOULD BE UNABLE TO SUBSTANTIATE. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $25,539,751 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,899,899 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,639,852 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02970 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $75,105,229 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $56,674,323 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,430,906 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03740 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $100,644,980 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $67,574,222 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $33,070,758 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06710 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $460,501 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $460,501 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,493,761 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,599,516 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,894,245 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00790 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $391,798 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $391,798 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,346,060 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,599,516 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,746,544 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00960 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $109,991,040 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $72,173,738 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $37,817,302 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07670 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $592 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $592 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,793 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $11,793 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,729 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $26,729 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,102 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $9,102 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,149 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $9,149 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,272 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,272 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,353 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,353 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $63,990 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $63,990 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $10,301,717 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $143,774,420 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $142,774,816 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $999,604 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 1 SURGICAL SPECIALIST GRP | |||
| OPERATED AMBULATORY SURGERY CENTER | 0.30000 | 0.00000 | 0.70000 |
| 2 SSG REAL ESTATE | |||
| OWNS LAND AND REAL ESTATE | 0.30000 | 0.00000 | 0.70000 |
| 3 SHELBY BAPTIST AMBULATORY SURGERY CENTER LLC | |||
| OPERATED AMBULATORY SURGERY CENTER | 0.51000 | 0.00000 | 0.49000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 4 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (4 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd |
|---|---|---|---|---|---|---|---|---|
| PRINCETON BAPTIST MEDICAL CENTER | ||||||||
| 1 | 701 PRINCETON AVENUE SW | BIRMINGHAM | AL | 35211 | Yes (X) | Yes (X) | Yes (X) | Yes (X) |
| SHELBY BAPTIST MEDICAL CENTER | ||||||||
| 2 | 1000 FIRST STREET NORTH | ALABASTER | AL | 35007 | Yes (X) | Yes (X) | Yes (X) | |
| WALKER BAPTIST MEDICAL CENTER | ||||||||
| 3 | 3400 US HIGHWAY 78 EAST | JASPER | AL | 35501 | Yes (X) | Yes (X) | Yes (X) | |
| CITIZENS BAPTIST MEDICAL CENTER | ||||||||
| 4 | 604 STONE AVENUE | TALLADEGA | AL | 35161 | Yes (X) | Yes (X) | Yes (X) | |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (4 entries)
| FacilityFacilityNum | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Rpt Available Upon RequestRptAvailableUponRequestInd | Adopt Implementation StrategyAdoptImplementationStrategyInd | Exec Implementation StrategyExecImplementationStrategyInd | Develop Community Wide PlanDevelopCommunityWidePlanInd | Exec Community Wide PlanExecCommunityWidePlanInd | Include Operational PlanIncludeOperationalPlanInd | Adopt BudgetAdoptBudgetInd | Prioritize Health NeedsPrioritizeHealthNeedsInd | Prioritize ServicesPrioritizeServicesInd | All Needs AddressedAllNeedsAddressedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Used Deter Elig Free CareFPGUsedDeterEligFreeCareInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Used Determ Elig Dscnt CareFPGUsedDetermEligDscntCareInd | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Explained BasisExplainedBasisInd | Income LevelIncomeLevelInd | Asset LevelAssetLevelInd | Medical IndigencyMedicalIndigencyInd | Uninsured DiscountUninsuredDiscountInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | Posted On WebsitePostedOnWebsiteInd | Attached To InvoiceAttachedToInvoiceInd | Posted In Emergency RoomPostedInEmergencyRoomInd | Posted In Admission OfficePostedInAdmissionOfficeInd | Provided On AdmissionProvidedOnAdmissionInd | Available On RequestAvailableOnRequestInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Medicare RatesMedicareRatesInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCETON BAPTIST MEDICAL CENTER | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | WWW.BHSALA.COM/PRINCETON | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 300.000000000000 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | 0 | 0 |
| SHELBY BAPTIST MEDICAL CENTER | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | WWW.BHSALA.COM/SHELBY | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 300.000000000000 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | 0 | 0 |
| WALKER BAPTIST MEDICAL CENTER | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | WWW.BHSALA.COM/WALKER | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 300.000000000000 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | 0 | 0 |
| CITZENS BAPTIST MEDICAL CENTER | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | WWW.BHSALA.COM/CITIZENS | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 300.000000000000 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | 0 | 0 |
Supplemental Information SupplementalInformationGrp (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PRINCETON BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 3: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND AVAILABLE RESOURCES, CAPACITY UTILIZATION, BARRIERS TO SERVICE, POTENTIAL AREAS FOR IMPROVEMENT, AND COMMUNITY TRENDS IN HEALTHCARE.THE HOSPITAL FACILITY OBTAINED INPUT FROM THE FOLLOWING PERSONS:ROSEMARY BLACKMON, EXECUTIVE DIRECTOR, ALABAMA HOSPITAL ASSOCIATIONJOE ACKER, EXECUTIVE DIRECTOR, BIRMINGHAM EMERGENCY MEDICAL SERVICESNENA SANDERS, DEAN, IDA V. MOFFETT SCHOOL OF NURSING, SAMFORD UNIVERSITYAMA SHAMBULIA, DIRECTOR, WE COMMUNITY GARDENS URBAN MINISTRYRG LYONS, MINISTER, URBAN MINISTRIESJANICE TYSON, COUNSELOR, HEMPHILL ELEMENTARY SCHOOLMICHAEL WESLEY, PASTOR, GREATER SHILOH BAPTIST CHURCHNAOMI TRUMAN, EXECUTIVE DIRECTOR, HOUSING AUTHORITY OF BIRMINGHAMCEDRIC SPARKS, EXECUTIVE DIRECTOR, DIVISION OF YOUTH SERVICESSHAUNTICE ALLEN, ASSOCIATE, CLARUS CONSULTING GROUPGUS HEARD-HUGHES, DIRECTOR OF INITIATIVES, COMMUNITY FOUNDATION OF GREATER BIRMINGHAM |
| SHELBY BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 3: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND AVAILABLE RESOURCES, CAPACITY UTILIZATION, BARRIERS TO SERVICE, POTENTIAL AREAS FOR IMPROVEMENT, AND COMMUNITY TRENDS IN HEALTHCARE.THE HOSPITAL FACILITY OBTAINED INPUT FROM THE FOLLOWING PERSONS:RICKY COLQUITT, COORDINATOR, SHELBY CO COOP EXTENSION SYSTEMMIMI WILLIAMS, SHELBY CO LEGISLATIVE DELEGATIONJACK GRAY, CHAIRMAN, CITY OF HELENA PLANNING BOARDDON MURPHY, MAYOR, CITY OF PELHAMJOEL BEARDEN, COMMISSIONER, SHELBY COSPRUCE MCREE, CHIEF, BRIERFIELD VOLUNTEER FIRE DEPTSTEVE MARTIN, BOARD MEMBER, SHELBY CO BOARD OF EDUCATIONLANE VINES, DIRECTOR, PELHAM YMCA |
| WALKER BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 3: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND AVAILABLE RESOURCES, CAPACITY UTILIZATION, BARRIERS TO SERVICE, POTENTIAL AREAS FOR IMPROVEMENT, AND COMMUNITY TRENDS IN HEALTHCARE.THE HOSPITAL FACILITY OBTAINED INPUT FROM THE FOLLOWING PERSONS:GREG REED, SENATOR, STATE SENATE, DISTRICT 5HARRY ELLIS, MAYOR, CITY OF SUMITONPAUL KENNEDY, EXECUTIVE DIRECTOR, WALKER AREA COMMUNITY FOUNDATIONPENNE MOTT, DEAN, BEVILL STATE COMMUNITY COLLEGEDIANE BLACK, CLINIC SUPERVISOR, WALKER COUNTY HEALTH DEPTDANNY CAIN, COORDINATOR, WALKER COUNTY ALABAMA COOPERATIVE EXTENSION SYSTEM |
| CITZENS BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 3: THE HOSPITAL FACILITY GATHERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED, AS WELL AS FROM INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. INTERVIEWS WERE CONDUCTED BY TELEPHONE AND INTERVIEWERS FOLLOWED THE SAME PROCESS FOR EACH INTERVIEW, WHICH INCLUDED DOCUMENTING THE INTERVIEWEE'S EXPERTISE AND EXPERIENCE RELATED TO THE COMMUNITY SERVED BY THE HOSPITAL FACILITY.AS THE BASIS FOR DISCUSSION, INTERVIEWERS USED QUESTIONS FOCUSED ON THE COMMUNITY'S HEALTHCARE STRENGTHS, CONCERNS, ASSETS AND AVAILABLE RESOURCES, CAPACITY UTILIZATION, BARRIERS TO SERVICE, POTENTIAL AREAS FOR IMPROVEMENT, AND COMMUNITY TRENDS IN HEALTHCARE.THE HOSPITAL FACILITY OBTAINED INPUT FROM THE FOLLOWING PERSONS:MARK FERGUSON, CTZ-HACAVERY EMBRY, SCHOOL CFO, TALLADEGA CO BOARD OF EDUCATIONMARY TUBERVILLE, ADMINISTRATOR, TALLADEGA HEALTH CARE CENTERCLAY SPENCER, COMFORT CARE HOSPICE OF TALLADEGALLOYD GIBBS, PASTOR, LINCOLN UNITED METHODIST CHURCHLAURA DALTON, EXECUTIVE DIRECTOR, FIRST FAMILY SERVICES OF TALLADEGAWANDA JURIAANS, COORDINATOR, TALLADEGA CO ALABAMA COOP EXTENSION SYSTEMMARGARET MORTON, EXECUTIVE DIRECTOR, SAFE FAMILY SERVICES CENTER |
| PRINCETON BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 4: SHELBY BAPTIST MEDICAL CENTERWALKER BAPTIST MEDICAL CENTERCITIZENS BAPTIST MEDICAL CENTER |
| SHELBY BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 4: PRINCETON BAPTIST MEDICAL CENTERWALKER BAPTIST MEDICAL CENTERCITIZENS BAPTIST MEDICAL CENTER |
| WALKER BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 4: PRINCETON BAPTIST MEDICAL CENTERSHELBY BAPTIST MEDICAL CENTERCITIZENS BAPTIST MEDICAL CENTER |
| CITZENS BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 4: PRINCETON BAPTIST MEDICAL CENTERSHELBY BAPTIST MEDICAL CENTERWALKER BAPTIST MEDICAL CENTER |
| PRINCETON BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 20D: BHS USES MEDICARE DRG RATES FOR INPATIENTS AND ESTIMATES MEDICARE APC RATES USING 13% OF CHARGES FOR OUTPATIENTS. |
| SHELBY BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 20D: BHS USES MEDICARE DRG RATES FOR INPATIENTS AND ESTIMATES MEDICARE APC RATES USING 13% OF CHARGES FOR OUTPATIENTS. |
| WALKER BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 20D: BHS USES MEDICARE DRG RATES FOR INPATIENTS AND ESTIMATES MEDICARE APC RATES USING 13% OF CHARGES FOR OUTPATIENTS. |
| CITZENS BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 20D: BHS USES MEDICARE DRG RATES FOR INPATIENTS AND ESTIMATES MEDICARE APC RATES USING 13% OF CHARGES FOR OUTPATIENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 2 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| HOOVER BAPTIST MEDICAL CENTER LLC | ||||
| 5295 PRESERVE PARKWAY | HOOVER | AL | 35244 | REAL ESTATE HOLDING COMPANY |
| PRISON HEALTHCARE LLC | ||||
| 1000 FIRST STREET NORTH | ALABASTER | AL | 35007 | PROVIDES INPATIENT, OUTPATIENT, ER, SPECIALTY CARE TO DETAINEES |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LN 7 COL(F): | A COST TO CHARGE RATIO WAS DERIVED USING THE WORKSHEETS PROVIDED IN THE SCHEDULE H INSTRUCTIONS TO CALCULATE THE NET COMMUNITY BENEFIT EXPENSE OF CHARITY CARE. THE UNREIMBURSED MEDICAID CALCULATION WAS DETERMINED BY USING A COST ACCOUNTING SYSTEM THAT ADDRESSES ALL PATIENT SEGMENTS, INCLUDING BUT NOT LIMITED TO INPATIENT, OUTPATIENT, EMERGENCY ROOM, PRIVATE INSURANCE, MEDICAID, MEDICARE, UNINSURED, AND SELF PAY. AMOUNTS FOR OTHER COMMUNITY BENEFITS WERE COMPILED USING THE CBISA PROGRAM AT A FACILITY LEVEL. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | COMMUNITY BUILDING ACTIVITIES ADDRESS THE CAUSES OF COMMUNITY HEALTH PROBLEMS BY OFFERING THE SYSTEM'S HEALTH CARE EXPERTISE AND RESOURCES. EXAMPLES OF SUCH ACTIVITIES INCLUDE:LN 1. PHYSICAL IMPROVEMENTS AND HOUSING - HABITAT FOR HUMANITY LN 2. ECONOMIC DEVELOPMENT - BIRMINGHAM BUSINESS ALLIANCE, VARIOUS CHAMBERS OF COMMERCE LN 3. COMMUNITY SUPPORT - LOCAL EMERGENCY PLANNING COMMITTEE, UNITED WAY, EXPLORERS MEETINGS, ROTARY CLUB MEETINGS, GIDEONS, KIWANIS, INFECTION CONTROL, BIRMINGHAM BAPTIST ASSOC.LN 5. LEADERSHIP DEVELOPMENT AND LEADERSHIP TRAINING - LEADERSHIP SHELBY BOARD PARTICIPATION, WALKER COUNTY ADULT LEADERSHIP PROGRAM LN 6. COALITION BUILDING - CHURCH AND FAITH RELATIONS, WALKER COUNTY UNITED WAY ACTIVITIES, WATCH 2020 BOARD, ARC BOARD OF DIRECTORSLN 7. ADVOCACY FOR COMMUNITY HEALTH IMPROVEMENTS - JASPER AREA MINISTERIAL EMERGENCY SERVICES BOARD, MARCH OF DIMES CITIZEN OF THE YEARLN 8. WORKFORCE DEVELOPMENT - EXPLORERS HEALTH CAREERS PROGRAM, JOB SHADOW DAY, BIRMINGHAM BUSINESS ALLIANCECOSTS IN THIS AREA INCLUDE ITEMS SUCH AS STAFF TIME, SUPPLIES DONATED AND MATERIALS. STAFF TIME IS CALCULATED USING THE NUMBER OF HOURS EMPLOYEES PROVIDED MULTIPLIED BY AN AVERAGE HOURLY RATE AND AN EMPLOYEE BENEFIT FACTOR. SUPPLIES DONATED AND MATERIALS USED ARE VALUED AT COST. |
| PART III, LINE 3: | BHS HAS IMPLEMENTED A TOOL KNOWN AS THE "PAYMENT ASSISTANCE RANK ORDER" (PARO) WITH THE PURPOSE OF IDENTIFYING PATIENTS WHO HAVE FAILED TO APPLY FOR CHARITY CARE THAT MAY BE ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE. AS A RESULT OF THIS IMPLEMENTATION, A PORTION OF PATIENT CARE REVENUE THAT WOULD OTHERWISE BE REPORTED AS BAD DEBT IS NOW BEING REPORTED AS CHARITY CARE. |
| PART III, LINE 4: | THE CORPORATION RECORDS BAD DEBT EXPENSE AS ITS ESTIMATE OF THE AMOUNT OF GROSS CHARGES DUE FROM PATIENTS THAT WILL NOT ULTIMATELY BE COLLECTED. BAD DEBT EXPENSE AS A PERCENTAGE OF GROSS PATIENT CHARGES WAS 3.6% AND 3.8% FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, RESPECTIVELY.THE ALLOWANCE FOR BAD DEBTS IS ESTABLISHED FOR ACCOUNTS DEEMED POTENTIALLY UNCOLLECTIBLE BY MANAGEMENT BASED ON CONTRACT TERMS AND HISTORICAL COLLECTION EXPERIENCE. ACCOUNTS ARE WRITTEN OFF ONCE COLLECTION EFFORTS HAVE BEEN EXHAUSTED. |
| PART III, LINE 8: | THIS DATA IS A COMPILATION OF MEDICARE COST REPORTS FILED FOR THE YEAR ENDED DECEMBER 31, 2013. THE MEDICARE COST REPORT USES THE WORKING TRIAL BALANCE AS A STARTING POINT AND APPLIES MEDICARE COST REPORTING PRINCIPALS TO DETERMINE TOTAL ALLOWABLE COSTS ON A COST CENTER BASIS. MEDICARE COST REPORTING PRINCIPALS ARE ALSO USED TO DETERMINE TOTAL PATIENT REVENUE ON A COST CENTER BASIS IN ORDER TO COMPUTE A RATIO OF COST TO CHARGES. |
| PART III, LINE 9B: | THE FOLLOWING IS FOUND IN THE CHARITY CARE POLICY REGARDING BILLING AND COLLECTIONS:1. BHS ENSURES THAT ALL PATIENT ACCOUNTS ARE PROCESSED FAIRLY AND CONSISTENTLY 2. BHS HAS IMPLEMENTED WRITTEN POLICIES FOR DEFINING AND DELINEATING THE CIRCUMSTANCES UNDER WHICH AND UNDER WHOSE AUTHORITY A PATIENT ACCOUNT IS ADVANCED FOR COLLECTION TO A THIRD-PARTY COLLECTION AGENCY. 3. BHS DEFINES THE STANDARDS AND SCOPE OF PRACTICES TO BE USED BY THIRD-PARTY COLLECTION AGENTS ACTING ON ITS BEHALF SUCH THAT ANY STANDARDS AND SCOPE OF PRACTICES, AT A MINIMUM, ARE CONSISTENT WITH THE BHS MISSIONS AND VALUES. BHS OBTAINS WRITTEN AGREEMENTS FROM EACH THIRD-PARTY COLLECTION AGENT TO ENSURE ADHERENCE TO SUCH MISSION AND VALUES.4. AT THE TIME OF BILLING BHS PROVIDES TO ALL LOW-INCOME UNINSURED PATIENTS THE SAME INFORMATION CONCERNING SERVICES AND CHARGES PROVIDED TO ALL OTHER PATIENTS WHO RECEIVE CARE AT BHS. 5. WHEN SENDING A BILL TO A PATIENT, BHS INCLUDES A) A STATEMENT THAT INDICATES IF THE PATIENT MEETS CERTAIN INCOME REQUIREMENTS, THE PATIENT MAY BE ELIGIBLE FOR A GOVERNMENT-SPONSORED PROGRAM (I.E. MEDICAID) OR FOR FINANCIAL ASSISTANCE FROM BHS; AND B) A STATEMENT THAT PROVIDES THE PATIENT WITH THE NAME AND TELEPHONE NUMBER OF A BHS FINANCIAL COUNSELOR OR THE CENTRAL BUSINESS OFFICE FROM WHOM OR WHERE THE PATIENT MAY OBTAIN INFORMATION ABOUT BHS'S FINANCIAL ASSISTANCE POLICIES FOR PATIENTS AND HOW TO APPLY FOR SUCH ASSISTANCE. 6. ANY PATIENT OR PATIENT'S LEGAL REPRESENTATIVE SEEKING FINANCIAL ASSISTANCE FROM BHS WILL COMPLETE A FINANCIAL NEEDS ASSESSMENT (FNA). A COMPLETED FNA PROVIDES BHS INFORMATION CONCERNING A PATIENT'S INSURANCE COVERAGE, FINANCIAL STATUS AND ANY OTHER INFORMATION THAT IS NECESSARY FOR BHS TO MAKE A DETERMINATION REGARDING THE PATIENT'S STATUS RELATIVE TO BHS'S CHARITY CARE POLICY, DISCOUNTED PAYMENT POLICY OR ELIGIBILITY FOR GOVERNMENT-SPONSORED PROGRAMS (I.E. MEDICAID). 7. FOR PATIENTS WHO HAVE AN FNA PENDING FOR EITHER GOVERNMENT-SPONSORED COVERAGE OR FOR BHS'S OWN CHARITY CARE AND FINANCIAL ASSISTANCE PROGRAM, BHS DOES NOT SEND THAT PATIENT'S ACCOUNT TO A COLLECTION AGENCY PRIOR TO 120 DAYS FROM THE TIME OF INITIAL BILLING. 8. IF A PATIENT QUALIFIES FOR ASSISTANCE UNDER BHS'S FINANCIAL ASSISTANCE POLICY AND IS REASONABLY COOPERATING WITH BHS IN AN EFFORT TO SETTLE AN OUTSTANDING ACCOUNT, BHS DOES NOT SEND THE ACCOUNT TO ANY OUTSIDE COLLECTION AGENCY.9. BHS OR OUTSIDE COLLECTION AGENCIES OPERATING ON BEHALF OF BHS DO NOT, IN DEALING WITH LOW-INCOME UNINSURED PATIENTS, USE LIENS ON PRIMARY RESIDENCES AS MEANS OF COLLECTING AN UNPAID PATIENT ACCOUNT. BHS INSTRUCTS BOTH ITS ASSOCIATES AND OUTSIDE COLLECTION AGENCIES THAT TACTICS SUCH AS CHARGING INTEREST, REQUIRING PATIENTS OR PATIENT GUARANTORS TO INCUR DEBT OR LOANS WITH RECOURSE TO THE PATIENT'S PERSONAL OR REAL PROPERTY ASSETS (RECOURSE INDEBTEDNESS) OR SO CALLED "BODY ATTACHMENTS" (I.E. THE ARREST OR JAILING OF PATIENTS IN DEFAULT ON THEIR ACCOUNTS, SUCH AS FOR MISSED COURT APPEARANCES) ARE STRICTLY PROHIBITED. 10. ELIGIBILITY FOR CHARITY CARE AND DISCOUNT PAYMENTS MAY BE DETERMINED AT ANY TIME BHS IS IN RECEIPT OF ALL INFORMATION (I.E. COMPLETED FNA) NEEDED TO DETERMINE THE PATIENT'S ELIGIBILITY FOR ITS FINANCIAL ASSISTANCE PROGRAMS. ALL UNINSURED PATIENTS, PRIOR TO PLACEMENT WITH A BAD DEBT COLLECTION AGENCY, ARE SCREENED FOR CHARITY QUALIFICATION USING THE "PAYMENT ASSISTANCE RANK ORDER" (PARO), REFERENCED ABOVE. |
| PART VI, LINE 2: | AS A NOT-FOR-PROFIT HEALTH CARE PROVIDER, BAPTIST HEALTH SYSTEM (BHS) IS COMMITTED TO MINISTERING QUALITY HEALTH CARE - PHYSICALLY, MENTALLY, AND SPIRITUALLY - WHILE SERVING AS A WITNESS TO THE LOVE OF GOD AS REVEALED THROUGH CHRIST JESUS. IN ORDER TO ACHIEVE THIS COMMITMENT, IT IS IMPORTANT TO IDENTIFY THE NEEDS OF THE COMMUNITY TO WHICH WE ARE MINISTERING. DURING VARIOUS PLANNING MEETINGS, BHS MANAGEMENT CONSULTS A VARIETY OF MARKET EXPERTS, PHYSICIANS, LOCAL HEALTH OFFICIALS, AS WELL AS HISTORICAL DATA TRENDS BASED ON INTERNAL/EXTERNAL DATA IN ORDER TO DETERMINE EMERGING NEEDS IN THE COMMUNITY. INFORMATION REGARDING THE COMMUNITY IS COMPILED THROUGH HEALTH SCREENINGS, QUESTIONNAIRES, AND PATIENT INTERVIEWS OFFERED TO THE PUBLIC. |
| PART VI, LINE 3: | COMMUNICATION OF BHS FINANCIAL ASSISTANCE POLICIES WITH PATIENTS AND THE PUBLIC: ALL NOTIFICATIONS OF OUR FINANCIAL ASSISTANCE POLICIES ARE IN BOTH ENGLISH AND SPANISH, INCLUDING SIGNAGE, STATEMENTS, WEB SITES, AND ETC. BHS POSTS NOTICES REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE TO LOW-INCOME UNINSURED PATIENTS. THESE NOTICES ARE POSTED IN VISIBLE LOCATIONS THROUGHOUT THE FACILITY INCLUDING PATIENT ACCESS/REGISTRATION, THE CASHIER/BILLING OFFICE, THE EMERGENCY DEPARTMENT AND OTHER APPROPRIATE SETTINGS. EVERY POSTED NOTICE REGARDING FINANCIAL ASSISTANCE CONTAINS A STATEMENT INDICATING THAT THE FACILITY HAS A FINANCIAL ASSISTANCE POLICY FOR LOW-INCOME PATIENTS WHO MAY NOT BE ABLE TO PAY THEIR BILL AND BRIEF INSTRUCTIONS REGARDING HOW TO APPLY FOR CHARITY CARE OR A DISCOUNTED BILL. THE NOTICES INCLUDE A CONTACT NAME AND TELEPHONE NUMBER THAT CAN BE USED BY A PATIENT OR FAMILY MEMBER WHO IS REQUESTING ADDITIONAL INFORMATION. BHS ENSURES THAT STAFF MEMBERS IN THE PATIENT ACCESS/REGISTRATION AREAS AND IN THE CENTRAL BUSINESS OFFICE ARE KNOWLEDGEABLE ABOUT THE EXISTENCE OF FINANCIAL ASSISTANCE POLICIES. TRAINING IS PROVIDED TO STAFF MEMBERS WHO DIRECTLY INTERACT WITH PATIENTS REGARDING THEIR BILLS FOR HEALTH CARE SERVICES. BHS ALSO USES PARO SCORING, WHICH IS A SOCIO-ECONOMIC SCORING TOOL WHICH LOOKS FOR PATIENTS THAT QUALIFY FOR FINANCIAL ASSISTANCE. THIS IS DONE PRIOR TO PRIMARY BAD DEBT PLACEMENT FOR PRIVATE PAY PATIENTS. PARO PROVIDES BHS WITH A CONSISTENT AND STANDARDIZED WAY OF PROVIDING FINANCIAL ASSISTANCE TO ALL PRIVATE PAY PATIENTS THAT MIGHT QUALIFY.IN COMMUNICATION WITH PATIENTS AND FAMILIES REGARDING FINANCIAL ASSISTANCE POLICIES, BHS ATTEMPTS TO COMMUNICATE IN THE PRIMARY LANGUAGE OF THE PATIENT, OR HIS/HER FAMILY, IF REASONABLY POSSIBLE. THIS IS DONE IN A MANNER CONSISTENT WITH ALL APPLICABLE FEDERAL AND STATE LAWS AND REGULATIONS. A WRITTEN NOTICE ON THE BILLING STATEMENT INFORMS THE PATIENT THAT FINANCIAL ASSISTANCE MAY BE AVAILABLE EITHER FROM A GOVERNMENT PROGRAM OR THROUGH THE BHS FINANCIAL ASSISTANCE POLICY.AT THE TIME OF BILLING, BHS WILL PROVIDE TO ALL UNINSURED PATIENTS THE SAME INFORMATION ON SERVICES AND CHARGES THAT IS PROVIDED TO ALL OTHER PATIENTS RECEIVING CARE AT A BHS ENTITY. WHEN SENDING A BILL TO AN UNINSURED PATIENT, THE FOLLOWING INFORMATION IS INCLUDED WITH THE BILL: * A STATEMENT THAT INDICATES THAT IF THE PATIENT MEETS CERTAIN INCOME REQUIREMENTS, THE PATIENT MAY BE ELIGIBLE FOR A GOVERNMENT-SPONSORED PROGRAM OR FOR FINANCIAL ASSISTANCE FOR HELP IN PAYING FOR THE SERVICES THAT WERE PROVIDED; AND*A STATEMENT THAT PROVIDES THE PATIENT WITH A CONTACT RESOURCE ABOUT THE BHS FINANCIAL ASSISTANCE POLICY FOR LOW-INCOME UNINSURED PATIENTS AND HOW TO APPLY FOR SUCH ASSISTANCE FOR THE PAYMENT OF SERVICES THAT WERE PROVIDED. BHS WILL PROVIDE INFORMATION TO ALL PATIENTS INFORMING THEM OF THEIR RESPONSIBILITY TO PROVIDE DOCUMENTATION FOR VERIFICATION OF ELIGIBILITY FOR FINANCIAL ASSISTANCE. |
| PART VI, LINE 4: | BAPTIST HEALTH SYSTEM OWNS AND OPERATES FOUR ACUTE CARE HOSPITALS LOCATED IN JEFFERSON, SHELBY, TALLADEGA, AND WALKER COUNTIES. THESE COUNTIES ACCOUNT FOR APPROXIMATELY 77% OF INPATIENT ADMISSIONS. ADDITIONALLY, OTHER COUNTIES WHICH PROVIDE A SIGNIFICANT AMOUNT OF ADMISSIONS BUT ARE NOT CONSIDERED TO BE PART OF THE PRIMARY SERVICE AREA INCLUDE CHILTON, WINSTON, BIBB, CULLMAN AND MARION COUNTIES. ADMISSIONS FROM JEFFERSON (PRINCETON BAPTIST MEDICAL CENTER) AND SHELBY (SHELBY BAPTIST MEDICAL CENTER) COUNTIES ACCOUNTED FOR 47% OF TOTAL ADMISSIONS IN FY 2013. THE MAJOR COMPETITORS IN THE MARKET INCLUDE UAB HOSPITAL (UNIVERSITY OF ALABAMA SYSTEM), TRINITY HOSPITAL (COMMUNITY HEALTH), BROOKWOOD HOSPITAL (TENET HEALTHCARE), AND ST. VINCENTS HOSPITAL (ASCENSION HEALTHCARE).EACH HOSPITAL IS LOCATED IN AN AREA THAT HAS BEEN DESIGNATED AS A MEDICALLY UNDERSERVED AREA/POPULATION BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA). THIS IS PRIMARILY DUE TO LOW INCOME DESIGNATIONS GIVEN TO THE SURROUNDING POPULATIONS. FURTHERMORE, ALL FACILITIES EXCEPT SHELBY BAPTIST MEDICAL CENTER RESIDE IN AN AREA DESIGNATED BY THE HRSA AS A "PRIMARY CARE HEALTH PROFESSIONAL SHORTAGE AREA" AND A "MENTAL HEALTH PROFESSIONAL SHORTAGE AREA".BASED ON PAYOR DATA FROM FY 2013, MEDICARE/MEDICARE HMO WAS THE CORPORATION'S LARGEST SOURCE OF PATIENT REVENUE AT 54% OF GROSS CHARGES. OTHER SIGNIFICANT SOURCES OF PATIENT REVENUE INCLUDED BLUE CROSS AT 22% AND MEDICAID AT 11% OF GROSS CHARGES. |
| PART VI, LINE 5: | THE BOARD OF DIRECTORS FOR BAPTIST HEALTH SYSTEM IS COMPRISED OF INDEPENDENT COMMUNITY LEADERS WHO RESIDE IN THE SYSTEM'S PRIMARY SERVICE AREA. IN ADDITION, BHS OPERATES AN OPEN MEDICAL STAFF AND ACTIVELY RECRUITS PHYSICIAN SPECIALTIES BASED ON THE NEEDS OF THE COMMUNITY. ALL SURPLUS FUNDS ARE USED TO IMPROVE PATIENT CARE THROUGH IMPROVEMENTS IN FACILITIES, SERVICE OFFERINGS, AND TRAINING MEDICAL STAFF. EACH HOSPITAL OPERATES A FULL-TIME EMERGENCY ROOM OPEN TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. ACTIVE INVOLVEMENT IN COMMUNITY SERVICE IS ONE OF THE MANY WAYS BHS LIVES TRUE TO ITS MISSION OF BEING COMMITTED TO MINISTRIES THAT ENHANCE THE HEALTH, DIGNITY, AND WHOLENESS OF THOSE WE SERVE. EXAMPLES OF THIS INCLUDE OPPORTUNITIES FOR STUDENTS TO SPEND TIME SHADOWING CLINICIANS AT BHS FACILITIES, INTERNSHIP PROGRAMS, FREE HEALTH SCREENINGS, PARTNERING WITH LOCAL CHURCHES TO PROVIDE MEDICAL CARE TO THOSE EXPERIENCING DIFFICULT CIRCUMSTANCES, AND PROVIDING AID TO BHS EMPLOYEES WHO ARE INVOLVED IN MISSION RELATED VOLUNTEER ACTIVITIES. |
| PART VI, LINE 6: | BHS, AS REPORTED IN SCHEDULE H, FURTHERS ITS FAITH-BASED MISSION THROUGH ITS AFFILIATION WITH THE BAPTIST HEALTH CENTERS (BHC) AND THE BAPTIST HEALTH FOUNDATION (BHF).BAPTIST HEALTH CENTERS, INC. IS A WHOLLY OWNED SUBSIDIARY OF BAPTIST HEALTH SYSTEM, INC. THAT SPECIALIZES IN PHYSICIAN PRACTICE MANAGEMENT. BHC WAS FORMED AND OPERATES TO EXPAND ACCESS TO QUALITY HEALTHCARE ACROSS ALABAMA.THE BAPTIST HEALTH FOUNDATION EXISTS TO SUPPORT THE FAITH-BASED MISSION OF BHS BY WORKING TO PROVIDE THE CHARITABLE AND COMMUNITY RESOURCES NECESSARY FOR ITS OPERATION. THE FOUNDATION SUPPORTS A WIDE ARRAY OF HEALTH RELATED ACTIVITIES INCLUDING PASTORAL CARE MINISTRIES, MEDICAL EDUCATION, MEDICAL RESEARCH AND CHARITY CARE AS WELL AS CLINICAL PROGRAMS SUCH AS HEART AND CANCER CARE, OBSTETRICS, WOMEN'S SERVICES AND ORTHOPEDIC REHABILITATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL SHANE SPEES | ||||||||||||||
| PRES & CEO/EXO-NONVOTING | $700,752 | $0 | $375,027 | $0 | $1,140 | $0 | $7,650 | $0 | $13,039 | $0 | $1,097,608 | $0 | $0 | $0 |
| GREGORY D JOHNSTON | ||||||||||||||
| SR VP & CFO | $351,190 | $0 | $162,493 | $0 | $1,847 | $0 | $7,650 | $0 | $12,246 | $0 | $535,426 | $0 | $0 | $0 |
| KEITH PARROTT | ||||||||||||||
| EVP & COO | $454,789 | $0 | $208,449 | $0 | $1,112 | $0 | $7,650 | $0 | $13,573 | $0 | $685,573 | $0 | $0 | $0 |
| DAVID WILSON | ||||||||||||||
| ADMINISTRATOR | $316,300 | $0 | $97,360 | $0 | $1,067 | $0 | $7,650 | $0 | $13,392 | $0 | $435,769 | $0 | $0 | $0 |
| ELIZABETH POSTLETHWAIT | ||||||||||||||
| ADMINISTRATOR | $295,854 | $0 | $110,871 | $0 | $2,803 | $0 | $7,650 | $0 | $919 | $0 | $418,097 | $0 | $0 | $0 |
| ROBERT PHILLIPS | ||||||||||||||
| ADMINISTRATOR | $211,842 | $0 | $51,705 | $0 | $460 | $0 | $5,985 | $0 | $13,663 | $0 | $283,655 | $0 | $0 | $0 |
| JOEL TAYLOR | ||||||||||||||
| ADMINISTRATOR | $188,658 | $0 | $50,571 | $0 | $369 | $0 | $5,871 | $0 | $15,081 | $0 | $260,550 | $0 | $0 | $0 |
| RICHARD SHIREY | ||||||||||||||
| CHIEF INFORMATION OFFICER | $307,416 | $0 | $106,639 | $0 | $2,977 | $0 | $7,650 | $0 | $14,462 | $0 | $439,144 | $0 | $0 | $0 |
| ELIZABETH ENNIS | ||||||||||||||
| CHIEF MEDICAL OFFICER | $353,955 | $0 | $109,237 | $0 | $1,838 | $0 | $7,650 | $0 | $1,095 | $0 | $473,775 | $0 | $0 | $0 |
| GEORGE SCOTT FENN | ||||||||||||||
| CHIEF INTEGRATION OFFICER | $343,957 | $0 | $134,234 | $0 | $1,172 | $0 | $7,650 | $0 | $14,575 | $0 | $501,588 | $0 | $0 | $0 |
| JOHN DAVIS | ||||||||||||||
| CHIEF MEDICAL INFORMATICS OFFICER | $320,173 | $0 | $85,008 | $0 | $24,025 | $0 | $7,650 | $0 | $10,771 | $0 | $447,627 | $0 | $0 | $0 |
| DAVID ENNIS | ||||||||||||||
| MEDICAL FACULTY | $444,252 | $0 | $0 | $0 | $323 | $0 | $5,267 | $0 | $17,558 | $0 | $467,400 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS: THE BHS TRAVEL POLICY DOES NOT ALLOW FOR REIMBURSEMENT OF TRAVEL EXPENSES FOR COMPANIONS. HOWEVER, THE CORPORATION WILL MAKE EXCEPTIONS FOR INSTANCES IN WHICH EXECUTIVE SPOUSES ARE REQUIRED TO ATTEND SEMINARS/TRAINING ON A VERY LIMITED BASIS. IN ACCORDANCE WITH IRS REGULATION SECTION 1.162(C), BHS PAYS REASONABLE TRAVEL EXPENSES IF THE ATTENDANCE OF THE SPOUSES IS REQUIRED IN ORDER TO PERFORM THE SUBSTANTIVE DUTIES OF THE EMPLOYEE'S BUSINESS. |
| PART I, LINE 4B | MICHAEL SHANE SPEES - $7,650 KEITH PARROTT - $7,650 DAVID WILSON - $7,650 RICHARD SHIREY - $7,650 ELIZABETH ENNIS - $7,650 GREGORY D. JOHNSTON - $7,650 GEORGE SCOTT FENN - $7,650 JOHN DAVIS - $7,650 ELIZABETH POSTLETHWAIT - $7,650 JOEL TAYLOR - $5,871 ROBERT PHILLIPS - $5,985 DAVID ENNIS - $5,267 |
| PART I, LINE 6 | BHS OFFERS AN ANNUAL INCENTIVE PLAN TO MEMBERS OF THE MANAGEMENT TEAM. PAYOUT UNDER THE INCENTIVE PLAN IS APPROVED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES USING THE FOLLOWING CRITERIA: 1.) OVERALL SYSTEM AND FACILITY SPECIFIC TARGETS. 2.) CRITICAL SUCCESS FACTORS INCLUDING FINANCIAL TARGETS, QUALITY METRICS, PATIENT SATISFACTION, OPERATIONAL GROWTH, COST EFFICIENCIES, AS WELL AS INDIVIDUAL GOALS AND OBJECTIVES. TO ENSURE THERE ARE FUNDS AVAILABLE FOR DISTRIBUTION, THE PLAN IS TRIGGERED BY THE ACHIEVEMENT OF A THRESHOLD FINANCIAL PERFORMANCE. THE ACTUAL DISTRIBUTIONS ARE CALCULATED BY THE ACHIEVEMENT OF TARGETS RELATED TO EXPANDING OUR SERVICES TO ADDITIONAL PATIENTS, ACHIEVING PATIENT SATISFACTION GOALS, ACHIEVING HIGH LEVELS OF CLINICAL QUALITY AND MAINTAINING A COMPETITIVE COST STRUCTURE. |
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 |
|---|---|---|---|---|---|---|---|---|
| SEE PART VI | ||||||||
| A | 630847033 | 091104GG8 | 2005-11-29 | $248,260,262 | SEE PART VI | 0 | 0 | 0 |
| SEE PART VI | ||||||||
| B | 630847033 | NOTAPPLIC | 2012-05-18 | $29,965,000 | SEE PART VI | 0 | 0 | 0 |
| SEE PART VI | ||||||||
| C | 630847033 | NOTAPPLIC | 2012-12-20 | $36,408,272 | SEE PART VI | 0 | 0 | 0 |
| SEE PART VI | ||||||||
| D | 630847033 | NOTAPPLIC | 2013-12-06 | $30,000,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $50,950,000 | $258,820,784 | $18,493,204 | $2,995,749 | $59,839,233 | $4,463,066 | 2009 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $4,765,000 | $26,965,000 | Yes (1) | 0 | Yes (1) | Yes (1) | |||||
| C | $36,408,272 | $36,372 | Yes (1) | 0 | Yes (1) | Yes (1) | |||||
| D | $30,000,000 | $12,852,193 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
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 | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NA | ||||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | SEE PART VI | 2.800000000000 | Yes (1) | Yes (1) | Yes (1) |
| NA | ||||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | NA | 0 | 0 | Yes (1) | |
| NA | ||||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | NA | 0 | 0 | Yes (1) | |
| NA | ||||||||||||||
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | NA | 0 | 0 | Yes (1) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, LINE A | ISSUER NAME: THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM-BAPTIST MEDICAL CENTERS ISSUER EIN: THE EMPLOYER IDENTIFICATION NUMBER ("EIN") OF THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS ("THE ISSUER") IS 63-0847033. THE ISSUER RECENTLY RECEIVED CORRESPONDENCE (LETTER NO. LTR3875C/LETTER DATE: 03/08/2013) FROM THE INTERNAL REVENUE SERVICE (THE "IRS") STATING THAT ITS RECORDS INDICATED THAT THE ISSUER'S EIN IS 52-1734355. BECAUSE THIS MATTER HAS NOT BEEN RESOLVED WITH THE IRS, EIN 63-0847033 IS USED HEREIN SINCE THAT IS THE NUMBER THE ISSUER TRADITIONALLY HAS USED WITH RESPECT TO FILINGS WITH THE IRS. DESCRIPTION OF PURPOSE: TO REFUND PRIOR ISSUED BONDS AND CAPITAL IMPROVEMENTS FOR HEALTHCARE FACILITIES. THE REFUNDED BONDS WERE ISSUED ON THE FOLLOWING DATES: HOSPITAL REVENUE BONDS (WALKER REGIONAL MAY 25, 1993 MEDICAL CENTER, INC. PROJECT), SERIES 1993, ISSUED BY THE MEDICAL CLINIC BOARD OF THE CITY OF JASPER TAX-EXEMPT REVENUE BONDS (THE BAPTIST MEDICAL MAY 12, 1993 CENTERS), SERIES 1993-A, ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS REVENUE BONDS, SERIES 1995-B (BAPTIST HEALTH MAY 2, 1995 SYSTEM, INC.), ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS REVENUE BONDS, SERIES 1996-A (BAPTIST HEALTH OCTOBER 1, 1996 SYSTEM,INC.), ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS REVENUE BONDS, SERIES 2000A-2 (BAPTIST MARCH 30, 2000 HEALTH SYSTEM, INC.), ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS REVENUE BONDS, SERIES 2000-C (BAPTIST HEALTH MAY 31, 2000 SYSTEM, INC.), ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS TO CONSTRUCT & EQUIP A HOSPITAL BED TOWER TO CONSTRUCT & EQUIP A HOSPITAL ENERGY PLANT TO RELOCATE A HOSPITAL EMERGENCY ROOM TO CONSTRUCT A HOSPITAL PARKING DECK |
| SCHEDULE K, PART I, LINE B | ISSUER NAME: THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM-BAPTIST MEDICAL CENTERS ISSUER EIN: THE EMPLOYER IDENTIFICATION NUMBER ("EIN") OF THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS ("THE ISSUER") IS 63-0847033. THE ISSUER RECENTLY RECEIVED CORRESPONDENCE (LETTER NO. LTR3875C/LETTER DATE: 03/08/2013) FROM THE INTERNAL REVENUE SERVICE (THE "IRS") STATING THAT ITS RECORDS INDICATED THAT THE ISSUER'S EIN IS 52-1734355. BECAUSE THIS MATTER HAS NOT BEEN RESOLVED WITH THE IRS, EIN 63-0847033 IS USED HEREIN SINCE THAT IS THE NUMBER THE ISSUER TRADITIONALLY HAS USED WITH RESPECT TO FILINGS WITH THE IRS. DESCRIPTION OF PURPOSE: TO REFUND PRIOR ISSUED BOND THE REFUNDED BOND WAS ISSUED ON THE FOLLOWING DATE: REVENUE BOND, SERIES 2001-A (BAPTIST HEALTH JUNE 27, 2001 SYSTEM, INC.),ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM-BAPTIST MEDICAL CENTERS |
| SCHEDULE K, PART I, LINE C | ISSUER NAME: THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM-BAPTIST MEDICAL CENTERS ISSUER EIN: THE EMPLOYER IDENTIFICATION NUMBER ("EIN") OF THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS ("THE ISSUER") IS 63-0847033. THE ISSUER RECENTLY RECEIVED CORRESPONDENCE (LETTER NO. LTR3875C/LETTER DATE: 03/08/2013) FROM THE INTERNAL REVENUE SERVICE (THE "IRS") STATING THAT ITS RECORDS INDICATED THAT THE ISSUER'S EIN IS 52-1734355. BECAUSE THIS MATTER HAS NOT BEEN RESOLVED WITH THE IRS, EIN 63-0847033 IS USED HEREIN SINCE THAT IS THE NUMBER THE ISSUER TRADITIONALLY HAS USED WITH RESPECT TO FILINGS WITH THE IRS. DESCRIPTION OF PURPOSE: TO REFUND PRIOR ISSUED BONDS AND TO PAY COST OF ISSUANCE THE REFUNDED BONDS WERE ISSUED ON THE FOLLOWING DATES: REVENUE BOND, SERIES 2009-A1 (BAPTIST DECEMBER 15, 2009 HEALTH SYSTEM, INC.),ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS REVENUE BOND, SERIES 2009-A2 (BAPTIST MAY 6, 2010 HEALTH SYSTEM, INC.),ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS REVENUE BOND, SERIES 2009-B (BAPTIST DECEMBER 31, 2009 HEALTH SYSTEM, INC.),ISSUED BY THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS |
| SCHEDULE K, PART I, LINE D | ISSUER NAME: THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM-BAPTIST MEDICAL CENTERS ISSUER EIN: THE EMPLOYER IDENTIFICATION NUMBER ("EIN") OF THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM - BAPTIST MEDICAL CENTERS ("THE ISSUER") IS 63-0847033. THE ISSUER RECENTLY RECEIVED CORRESPONDENCE (LETTER NO. LTR3875C/LETTER DATE: 03/08/2013) FROM THE INTERNAL REVENUE SERVICE (THE "IRS") STATING THAT ITS RECORDS INDICATED THAT THE ISSUER'S EIN IS 52-1734355. BECAUSE THIS MATTER HAS NOT BEEN RESOLVED WITH THE IRS, EIN 63-0847033 IS USED HEREIN SINCE THAT IS THE NUMBER THE ISSUER TRADITIONALLY HAS USED WITH RESPECT TO FILINGS WITH THE IRS. DESCRIPTION OF PURPOSE: TO REFUND AND RETIRE OBLIGATIONS PURSUANT TO MASTER LOAN AND SECURITY AGREEMENTS DATED 02/29/2012 AND 02/28/2013 BETWEEN BAPTIST HEALTH SYSTEM, INC. AND PEOPLE'S CAPITAL AND LEASING CORP. TO REIMBURSE THE CORPORATION FOR THE ACQUISITION AND CONSTRUCTION OF CERTAIN HEALTH CARE FACILITIES THE REFUNDED OBLIGATIONS WERE ISSUED ON THE FOLLOWING DATES: MASTER LOAN SECURITY AGREEMENT DATED FEBRUARY 29, 2012 FEBRUARY 29, 2012 BETWEEN BAPTIST HEALTH SYSTEM, INC. AND PEOPLE'S CAPITAL LEASING CORP. AND THAT CERTAIN SCHEDULE NO. 2 TO MASTERLOAN AND SECURITY AGREEMENT DATED FEBRUARY 29, 2012 MASTER LOAN SECURITY AGREEMENT DATED FEBRUARY 28, 2013 FEBRUARY 29, 2012 BETWEEN BAPTIST HEALTH SYSTEM, INC. AND PEOPLE'S CAPITAL LEASING CORP. AND THAT CERTAIN SCHEDULE NO. 3 TO MASTERLOAN AND SECURITY AGREEMENT DATED FEBRUARY 28, 2013 MASTER LOAN SECURITY AGREEMENT DATED FEBRUARY 28, 2013 FEBRUARY 28, 2013 BETWEEN BAPTIST HEALTH SYSTEM, INC. AND PEOPLE'S CAPITAL LEASING CORP. AND THAT CERTAIN SCHEDULE NO. 4 TO MASTERLOAN AND SECURITY AGREEMENT DATED FEBRUARY 28, 2013 |
| SCHEDULE K, PART II, COLUMN A, LINE 1 | ON JUNE 25, 2009, THE CORPORATION CONSUMMATED A TENDER OFFER TRANSACTION, IN CONNECTON WITH WHICH THE SPECIAL CARE FACILITIES FINANCING AUTHORITY OF THE CITY OF BIRMINGHAM-BAPTIST MEDICAL CENTERS (THE "AUTHORITY") ISSUED ITS $ 4,858,500 REVENUE BOND (BAPTIST HEALTH SYSTEM, INC.) SERIES 2009-A1 (THE "SERIES 2009-A1 BOND") AND ITS $6,371,900 REVENUE BOND (BAPTIST HEALTH SYSTEM, INC.), SERIES 2009-A2 (THE "SERIES 2009-A2 BOND"). PROCEEDS FROM THE SERIES 2009-A1 BONDS AND THE SERIES 2009-A2 BONDS WERE USED TO PURCHASE $ 14,580,000 OF THE AUTHORITY'S REVENUE BONDS (BAPTIST HEALTH SYSTEM, INC.), SERIES 2005-A (THE "SERIES 2005-A BONDS") AT A DISCOUNT TO THEIR PRINCIPAL AMOUNT. BOND TENDER TRANSACTION $14,580,000.00 PRINCIPAL PAYMENT 11/15/09 6,565,000.00 PRINCIPAL PAYMENT 11/15/10 6,900,000.00 PRINCIPAL PAYMENT 11/15/11 7,255,000.00 PRINCIPAL PAYMENT 11/15/12 7,630,000.00 PRINCIPAL PAYMENT 11/15/13 8,020,000.00 TOTAL BONDS RETIRED $50,950,000.00 |
| SCHEDULE K, PART II, COLUMN A, LINE 3 | TOTAL PROCEEDS INCLUDE THE FOLLOWING: PROCEEDS FROM ISSUE: PROCEEDS USED FOR BOND ISSUANCE COSTS $2,995,065 PROCEEDS ALLOCATED TO RESERVE FUND 18,996,125 PROCEEDS USED TO CURRENTLY REFUND PRIOR ISSUES 113,860,398 PROCEEDS USED TO ADVANCE REFUND PRIOR ISSUES 58,666,214 TOTAL PROCEEDS FROM ISSUE: $194,517,802 NONREFUNDING PROCEEDS OF THE ISSUE (ACQUISITION FUND) $53,742,460 ACQUISITION FUND EARNINGS: $6,096,773 COST OF ISSUANCE FUND EARNINGS: $683 RESERVE FUND EARNINGS: $4,463,066 TOTAL PROCEEDS $258,820,783 EARNINGS ON INVESTMENTS IN THE ACQUISITION FUND AND THE COSTS OF ISSUANCE FUND WERE ALLOCATED TO CAPITAL PROJECTS AND COSTS OF ISSUE IN ACCORDANCE WITH SECTION 148 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND SECTION 1.148-6(D)(1)(I) OF THE TREASURY REGULATIONS PROMULGATED THEREUNDER. EARNINGS ON INVESTMENTS IN THE RESERVE FUND AND EXCESS SALE AND INVESTMENT PROCEEDS IN THE RESERVE FUND WERE ALLOCATED TO THE PAYMENT OF PRINCIPAL OR INTEREST ON THE SERIES 2005-A BONDS IN ACCORDANCE WITH SECTION 148 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND EITHER SECTION 1.148-6(D)(3)(II)(A)(6) OR SECTION 1.148-6(D)(3)(II)(A)(7) OF THE TREASURY REGULATIONS PROMULGATED THEREUNDER. TOTAL PROCEEDS EXCLUDE EARNINGS ON INVESTMENTS IN THE DEFEASANCE ESCROW FUNDS ESTABLISHED IN CONNECTION WITH THE SERIES 2005-A BONDS. THESE INVESTMENTS WERE STRUCTURED SO THAT THE YIELD ON INVESTMENTS ALLOCABLE TO THE SERIES 2005-A BOND PROCEEDS DID NOT EXCEED THE YIELD ON THE SERIES 2005-A BOND. |
| SCHEDULE K, PART II, COLUMN A, LINE 11 | RESERVE FUND EARNINGS $4,463,066 EARNINGS ON INVESTMENTS IN THE RESERVE FUND AND EXCESS SALE AND INVESTMENT PROCEEDS IN THE RESERVE FUND WERE ALLOCATED TO THE PAYMENT OF PRINCIPAL OR INTEREST ON THE SERIES 2005-A BONDS IN ACCORDANCE WITH SECTION 148 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND EITHER SECTION 1.148-6(D)(3)(II)(A)(6) OR SECTION 1.148-6(D)(3)(II)(A)(7) OF THE TREASURY REGULATIONS PROMULGATED THEREUNDER. |
| SCHEDULE K, PART II, COLUMN B, LINE 13 | THE SERIES 2012-A BOND ISSUE WAS A REFUNDING ONLY |
| SCHEDULE K, PART II, COLUMN C, LINE 13 | THE SERIES 2012-B BOND ISSUE WAS A REFUNDING ONLY |
| SCHEDULE K, PART III, COLUMN A, LINE 7 | THE SERIES 2005-A BONDS WERE ISSUED AS QUALIFIED 501(C)(3) BONDS IN ACCORDANCE WITH SECTION 145 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "INTERNAL REVENUE CODE"), AND THE REGULATIONS PROMULGATED THEREUNDER, AND THE SERIES 2005-A BONDS DO NOT MEET EITHER THE PRIVATE BUSINESS USE TEST OR THE PRIVATE SECURITY OR PAYMENT TEST UNDER SECTION 141 OF THE INTERNAL REVENUE CODE (AS MODIFIED BY SECTION 145 OF THE INTERNAL REVENUE CODE). HENCE, WITH RESPECT TO THE SERIES 2005-A BONDS,THE ANSWER TO THE QUESTION "DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST?" IS "NO". |
| SCHEDULE K, PART III, COLUMN A, LINE 8A | CAPITAL EXPENDITURES FROM NONREFUNDING PROCEEDS WERE $ 59,839,232.88. THERE HAS NOT BEEN A SALE OR DISPOSITION OF THE PROPERTY PURCHASED WITH THE NONREFUNDING PROCEEDS. ALL REFUNDING PROCEEDS REFUNDED BONDS ISSUED PRIOR TO 12/31/2002. |
| SCHEDULE K, PART III, COLUMN B | PART III NOT COMPLETED SINCE 2012-A ISSUE WAS A REFUNDING ONLY OF BONDS ISSUED PRIOR TO 12/31/2002. |
| SCHEDULE K, PART III, COLUMN C, LINE 7 | THE SERIES 2012-B BONDS WERE ISSUED AS QUALIFIED 501(C)(3) BONDS IN ACCORDANCE WITH SECTION 145 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "INTERNAL REVENUE CODE"), AND THE REGULATIONS PROMULGATED THEREUNDER, AND THE SERIES 2005-A BONDS DO NOT MEET EITHER THE PRIVATE BUSINESS USE TEST OR THE PRIVATE SECURITY OR PAYMENT TEST UNDER SECTION 141 OF THE INTERNAL REVENUE CODE (AS MODIFIED BY SECTION 145 OF THE INTERNAL REVENUE CODE). HENCE, WITH RESPECT TO THE SERIES 2012-B BONDS, THE ANSWER TO THE QUESTION "DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST?" IS "NO". |
| SCHEDULE K, PART IV, COLUMN A, LINE 2(C) | DATE OF LAST REBATE COMPUTATION WAS DECEMBER 31, 2013. |
| SCHEDULE K, PART IV, COLUMN A, LINE 5(B), 5(C), AND 5(D) | PROCEEDS OF THE SERIES 2005-A BONDS (ACQUISITION FUND PROCEEDS) WERE INVESTED IN TWO (2) GICS AS LISTED BELOW: FIRST GIC: (B) NAME OF PROVIDER: TRANSAMERICA LIFE INSURANCE COMPANY (C) TERM OF GIC: DECEMBER 15,2005 TO MARCH 1, 2007 (D) WAS THE REGULATORY SAFE HARBOR FOR ESTABLISHING THE FAIR MARKET VALUE OF THE GIC SATISFIED? -YES SECOND GIC: (B) NAME OF PROVIDER: HYPO PUBLIC FINANCE BANK (C) TERM OF GIC: MARCH 23, 2007 TO NOVEMBER 28, 2008 ELECTED TO TERMINATE THE GIC ON OCTOBER 20, 2008 (D) WAS THE REGULATORY SAFE HARBOR FOR ESTABLISHING THE FAIR MARKET VALUE OF THE GIC SATISFIED? -YES TERM OF GICS IN YEARS 441 TOTAL DAYS - FIRST GIC 578 TOTAL DAYS - SECOND GIC 1019 TOTAL DAYS - TOTAL OF GIC TERMS 2.8 TOTAL TERM IN YEARS TO THE NEAREST 10TH |
| SCHEDULE K, PART IV, COLUMN A, LINE 6 | A PORTION OF THE PROCEEDS OF THE SERIES 2005-A BONDS WAS DEPOSITED IN AN ACQUISITION FUND FOR EXPENDITURE ON NEW BHS CAPITAL PROJECTS. AT THE TIME OF ISSUANCE OF THE 2005-A BONDS, BHS EXPECTED TO MEET THE GENERAL 3-YEAR TEMPORARY PERIOD FOR CAPITAL PROJECTS CONTEMPLATED BY SECTION 148(C) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND SECTION 1.148-2(E) (2) OF THE TREASURY REGULATIONS PROMULGATED THEREUNDER. IN OTHER WORDS, BHS EXPECTED TO SPEND ALL PROCEEDS IN THE ACQUISITION FUND BY NOVEMBER 29, 2008 AND OTHERWISE COMPLY WITH THE REQUIREMENTS OF THE GENERAL 3-YEAR TEMPORARY PERIOD. AFTER ISSUANCE OF THE SERIES 2005-A BONDS, BHS DETERMINED THAT IT WAS IN ITS BEST INTEREST AND BEST SERVED ITS HEALTHCARE MISSION TO REDIRECT A LARGER PORTION OF THE PROCEEDS OF THE 2005-A BONDS TO CAPITAL PROJECTS AT BHS'S SHELBY BAPTIST MEDICAL CENTER. THE PROCESS OF REDIRECTING PROCEEDS TO SHELBY BAPTIST MEDICAL CENTER CAUSED DELAYS THAT CAUSED BHS TO INVEST PROCEEDS IN THE ACQUISITION FUND BEYOND THE TEMPORARY PERIOD EXCEPTION CONTEMPLATED BY SECTION 148(C) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND SECTION 1.148-2(E) (2) OF THE TREASURY REGULATIONS PROMULGATED THEREUNDER. ALL PROCEEDS IN THE ACQUISITION FUND WERE EXPENDED BY JUNE 2, 2009. |
| SCHEDULE K, PART II, COLUMN D, LINE 13 | THE SERIES 2013-B BOND ISSUE WAS A REFUNDING OF TAXABLE OBLIGATIONS OF BAPTIST HEALTH SYSTEM, INC. NONREFUNDING PROCEEDS WERE USED TO REIMBURSE BAPTIST HEALTH SYSTEM, INC. FOR CAPITAL PURCHASES MADE IN 2013. |
| SCHEDULE K, PART III, COLUMN D, LINE 7 | THE SERIES 2013-A BONDS WERE ISSUED AS QUALIFIED 501(C)(3) BONDS IN ACCORDANCE WITH SECTION 145 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "INTERNAL REVENUE CODE"), AND THE REGULATIONS PROMULGATED THEREUNDER, AND THE SERIES 2013-A BONDS DO NOT MEET EITHER THE PRIVATE BUSINESS USE TEST OR THE PRIVATE SECURITY OR PAYMENT TEST UNDER SECTION 141 OF THE INTERNAL REVENUE CODE (AS MODIFIED BY SECTION 145 OF THE INTERNAL REVENUE CODE). HENCE, WITH RESPECT TO THE SERIES 2013-A BONDS, THE ANSWER TO THE QUESTION "DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST?" IS "NO". |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | PURSUANT TO THE RESTATED ARTICLES OF INCORPORATION OF BAPTIST HEALTH SYSTEM, INC., THE BIRMINGHAM BAPTIST ASSOCIATION, AN ALABAMA NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ELECTS THE BOARD OF TRUSTEES OF BAPTIST HEALTH SYSTEM, INC. FROM A SLATE PRESENTED BY BAPTIST HEALTH SYSTEM, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENT TO THE BAPTIST HEALTH SYSTEM, INC. ARTICLES OF INCORPORATION MUST BE APPROVED BY THE BIRMINGHAM BAPTIST ASSOCIATION AND ANY MORTGAGE PLACED ON ANY PART OR PORTION OF REAL PROPERTY OWNED BY BAPTIST HEALTH SYSTEM, INC. MUST BE APPROVED BY THE BIRMINGHAM BAPTIST ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CORPORATION, DEDICATED TO ITS FAITH BASED HEALTH CARE MINISTRY, HAS DEMONSTRATED THE VALUE OF INTEGRITY BY SETTING FORTH A POLICY PROHIBITING CONFLICT OF INTEREST AND PROVIDING A MECHANISM FOR REPORTING POTENTIAL CONFLICT OF INTEREST SITUATIONS. THE PURPOSE OF THIS CONFLICT OF INTEREST POLICY IS TO PROTECT THE CORPORATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, BOARD COMMITTEE MEMBER, HOSPITAL ADVISORY COUNCIL MEMBER, OFFICER, DIRECTOR, OR MANAGER OF BHS. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE FEDERAL OR ALABAMA LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. THE CORPORATION CONDUCTS AN ANNUAL CONFLICT OF INTEREST SURVEY FOR ALL OF ITS BOARD MEMBERS, OFFICERS, DIRECTORS, AND MANAGERS TO ENSURE THAT ALL POTENTIAL CONFLICTS ARE REPORTED AND ADDRESSED. THE CORPORATION ALSO HAS A TRAVEL POLICY IN PLACE THAT ALLOWS FOR THE REIMBURSEMENT OF TRAVEL EXPENSES THAT ARE REASONABLE IN AMOUNT AND ARE CONSIDERED ORDINARY, NECESSARY, AND APPROPRIATE TO THE CONDUCT OF THE CORPORATION'S BUSINESS. THE REIMBURSEMENT GUIDELINES ARE IN ACCORDANCE WITH INTERNAL REVENUE SERVICE REGULATIONS. THE AMOUNT OF FUNDS EXPENDED EACH YEAR RELATED TO TRAVEL IS BUDGETED. EMPLOYEES AND TRUSTEES OF THE CORPORATION ARE NOT COMPENSATED THROUGH EXPENSE ALLOWANCES. TO BE REIMBURSED FOR TRAVEL, EMPLOYEES AND TRUSTEES MUST SUBMIT A SIGNED EXPENSE REPORT FORM AND PROVIDE DOCUMENTATION IN THE FORM OF RECEIPTS FOR ANY EXPENSE OF $20 OR MORE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ANNUAL PROCESS OF REVIEWING COMPENSATION FOR EXECUTIVES CLASSIFIED AS DISQUALIFIED PERSONS UNDER IRS INTERMEDIATE SANCTIONS GUIDELINES INCLUDES THE FOLLOWING STEPS: THE GOVERNANCE COMMITTEE (A SUB COMMITTEE OF THE BOARD OF DIRECTORS) REVIEWS AND APPROVES BASE SALARY, INCENTIVES, FRINGE AND OTHER BENEFITS, AND RETIREMENT AND/OR DEFERRED COMPENSATION BENEFITS. THE GOVERNANCE COMMITTEE EMPLOYS A THIRD PARTY CONSULTANT TO PROVIDE THE INDEPENDENT MARKET DATA AND UTILIZES A DOCUMENTED TOTAL COMPENSATION PHILOSOPHY TO GUIDE IN THE DECISION MAKING. PEER GROUP MARKET DATA AND ANALYSIS IS UTILIZED FOR COMPARISON OF THE TOTAL COMPENSATION PACKAGE. MEETING MINUTES ARE MAINTAINED WHICH REFLECT THE CONSIDERATION OF PHILOSOPHY, PERFORMANCE, AND MARKET DATA. THE ANNUAL PROCESS FOR EXECUTIVES NOT CLASSIFIED AS DISQUALIFIED PERSONS UNDER IRS INTERMEDIATE SANCTIONS GUIDELINES INCLUDE THE FOLLOWING: THE BHS PRESIDENT AND CEO REVIEWS AND APPROVES ALL COMPENSATION DECISIONS. THIRD PARTY CONSULTANTS AND TOTAL COMPENSATION SURVEYS ARE UTILIZED TO PROVIDE INDEPENDENT MARKET DATA. A DOCUMENTED TOTAL COMPENSATION PHILOSOPHY IS UTILIZED TO GUIDE IN THE DECISION MAKING. PEER GROUP MARKET DATA AND ANALYSIS IS UTILIZED FOR COMPARISON OF THE TOTAL COMPENSATION PACKAGE. THE GOVERNANCE COMMITTEE REVIEWS AND APPROVES INCENTIVES, FRINGE BENEFITS, AND RETIREMENT AND/OR DEFERRED COMPENSATION BENEFITS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS A GENERAL RULE, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. ANY WRITTEN REQUEST BY THE PUBLIC WOULD BE REVIEWED AND ACTED UPON BY THE BOARD. HOWEVER, BHS FILES ITS ANNUAL FINANCIAL STATEMENTS WITH DAC AS REQUIRED BY THE CONTINUING DISCLOSURE AGREEMENT OF THE MASTER TRUST INDENTURE. |
| FORM 990, PART VIII, LINE 2A: | EFFECTIVE JANUARY 1, 2012, THE CORPORATION ADOPTED ACCOUNTING STANDARDS REGARDING THE PROVISION FOR BAD DEBTS RELATED TO PATIENT SERVICE REVENUE. AS A RESULT, THE PROVISION FOR BAD DEBTS IS DISPLAYED AS A DEDUCTION FROM PATIENT SERVICE REVENUE (NET OF CONTRACTUAL ALLOWANCES AND DISCOUNTS) ON THE CONSOLIDATED STATEMENT OF OPERATIONS AND CHANGES IN UNRESTRICTED NET ASSETS. |
| FORM 990, PART XI, LINE 9: | DECREASE IN MINIMUM PENSION LIABILITY 41,214,654. INCREASE IN INVESTMENT IN AFFILIATE-TEMPORARILY RESTRICTED 11,017. INCREASE IN INVESTMENT IN AFFILIATE-PERMANENTLY RESTRICTED 2,182,904. OTHER CHANGES 1,421,968. RECLASSIFICATION OF CONTRIBUTIONS AND SUBSIDIARY INCOME/LOSS -780,244. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION MADE NO CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHELBY BAPTIST AFFINITY LLC | |||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 203150646 | HOLDING COMPANY | AL | $0 | $0 | BHS AFFINITY INC | ||||
| HOOVER BAPTIST MEDICAL CENTER LLC | |||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 205417206 | LEASE MEDICAL FACILITIES | AL | $121,038 | $14,647,050 | BAPTIST HEALTH SYSTEM INC | ||||
| WALKER BAPTIST AFFINITY LLC | |||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 203864809 | HOLDING COMPANY | AL | $0 | $0 | BHS AFFINITY INC | ||||
| PRISON HEALTHCARE LLC | |||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 203437722 | HEALTHCARE SERVICES FOR PRISONERS | AL | $525,445 | $0 | BAPTIST HEALTH SYSTEM INC | ||||
| BHC-TALLADEGA PEDIATRICS LLC | |||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 331178239 | PEDIATRIC HEALTHCARE SERVICE | AL | BAPTIST HEALTH CENTERS INC | ||||||
| BAPTIST PHYSICIAN ALLIANCE LLC | |||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 611656513 | PHYSICIANS NETWORK | AL | $0 | $17,179 | BAPTIST HEALTH SYSTEM INC | ||||
| REGENCY HOLDINGS LLC | |||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 205136737 | HOLDING COMPANY | AL | $0 | $0 | BHS AFFINITY INC | ||||
| ALABAMA RISK SERVICES LTD | |||||||||||||
| 981158037 | FOREIGN INSURANCE COMPANY | $0 | $1,000,000 | BAPTIST HEALTH SYSTEM INC | GOVERNERS SQ 2ND FLRBLDG 323 LI | GRAND CAYMAN | CJ | CJ | |||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST PARTNERSHIP HOLDINGS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830605 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352830605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630963324 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH SYSTEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBY BAPTIST AMBULATORY SURGERY CENTER LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 FIRST STREET NORTH | AddressLine1 |
| City | ALABASTER | City |
| State | AL | State |
| ZIP Code | 35007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203150946 | EIN |
| Primary Activities | MEDICAL CLINIC | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBY BAPTIST AFFINITY LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 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 | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BHS AFFINITY INC | |||||||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 631111454 | HOLDING COMPANY | AL | BAPTIST HEALTH SYSTEM INC | C | $52,335,659 | $39,069,059 | 1.00000 | 0 | |||||
| BAPTIST HEALTH CENTERS INC | |||||||||||||||||
| PO BOX 830605 | BIRMINGHAM | AL | 352830605 | 630925859 | PHYSICIANS PRACTICES | AL | BHS AFFINITY INC | C | 1.00000 | 0 | |||||||
| AFFINITY SOUTHEAST INSURANCE INC | |||||||||||||||||
| 980462365 | CONTROLLED FOREIGN CORPORATION | BHS AFFINITY INC | C | 1.00000 | 0 | BRAEMAR COURT 2 DEIGHTON ROAD | ST. MICHAEL | BB | BB14017 | BB | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BAPTIST HEALTH CENTERS INC | ||
| A | $493,493 | FMV |
| SHELBY BAPTIST AMBULATORY SURGERY CENTER LLC | ||
| A | $658,252 | FMV |
| BHS AFFINITY INC | ||
| B | $208,388 | FMV |
| BAPTIST HEALTH CENTERS INC | ||
| C | $3,565,529 | FMV |
| BHS AFFINITY INC | ||
| C | $1,242,754 | FMV |
| BHS AFFINITY INC | ||
| C | $1,500,000 | FMV |
| BAPTIST HEALTH CENTERS INC | ||
| L | $8,024,312 | FMV |
| AFFINITY SOUTHEAST INSURANCE INC | ||
| L | $338,069 | FMV |
| BAPTIST HEALTH CENTERS INC | ||
| O | $14,666,870 | FMV |
| BAPTIST HEALTH CENTERS INC | ||
| Q | $5,967,496 | FMV |
| AFFINITY SOUTHEAST INSURANCE INC | ||
| R | $7,729,416 | FMV |
| BAPTIST HEALTH CENTERS INC | ||
| R | $3,747,097 | FMV |