BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC (EIN 59-1923401)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-14
- IRS object ID
- 201202279349302705
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T13:36:31-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E KENNEDY BLVD STE 1200 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 336024990 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591923401 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAPT | NameControl |
| Phone | 7866620000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6855 RED ROAD STE 600 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33143 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY GREENLEAF | Name |
| Title | CORP VP FINANCE | Title |
| Date Signed | 2012-08-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132738355 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | STEPHEN PARSONS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6855 RED RAOD STE 600 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 50987675 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BAPTISTHEALTH.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | SEE STATEMENT 1 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 67 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 62 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6210684 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5488812 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2562883 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2732460 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 771669 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1181065 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9545236 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9402337 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2641182 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4221700 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2601772 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2400962 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 402981 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1057903 | OtherExpensePriorYear |
| Other Expenses Current Year | 1178717 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6300857 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7801379 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3244379 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1600958 | RevenuesLessExpensesCY |
| Total Assets BOY | 65699101 | TotalAssetsBOY |
| Total Assets EOY | 65872570 | TotalAssetsEOY |
| Total Liabilities BOY | 3246739 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5255770 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62452362 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 60616800 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF BAPTIST HEALTH IS TO IMPROVE THE HEALTH AND WELL-BING OF INDIVIDUALS, AND TO PROMOTE THE SANCTITY AND PRESERVATION OF LIFE, IN THE COMMUNITIES WE SERVE. BAPTIST HEALTH IS A FAITH-BASED ORGANIZATION GUIDED BY THE SPIRIT OF JESUS CHRIST AND THE JUDEO-CHRISTIAN ETHIC.WE ARE COMMITTED TO MAINTAINING THE HIGHEST STANDARDS OF CLINICAL AND SERVICE EXCELLENCE, ROOTED IN THE UTMOST INTEGRITY AND MORAL PRACTICE. CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, REGARDLESS OF RELIGION, CREED, RACE OR NATIONAL ORIGIN, INCLUDING, AS PERMITTED BY ITS RESOURCES, CHARITY CARE TO THOSE IN NEED. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6371375 | Expense |
| Grants | 4221700 | Grants |
| Revenue | 1181065 | Revenue |
| Description | Consistent with our spiritual foundation, Baptist Health South Florida and its affiliates (Baptist Health) are dedicated to providing high-quality, cost-effective, compassionate healthcare services to all, including, as permitted by our resources, charity care to those in need. During the fiscal year ended September 30, 2011, Baptist Health provided patient services to the South Florida area with 74,737 adult admissions, 355,562 patient days, and 262,709 emergency room visits. During that same time period, urgent care visits totaled 179,036, outpatient surgery cases 41,254, and other outpatient visits were 469,045 system-wide. As of September 30, 2011 the system had 1,728 licensed beds comprised of 1,274 routine general medical surgical, 140 obstetrics, 74 neonatal intensive care unit, 57 pediatrics, 112 intensive care, 23 rehabilitative, and 48 for an alcohol treatment program. In total Baptist Health provided more than $1,098,000,000 in community benefit during its 2011 fiscal year. We provided charity care and uncompensated services at cost of $83,654,428 and $171,972,932 respectively. We also contributed $22,861,000 to the indigent care fund and expended $6,127,000 for educational programs, screenings, corporate sponsorships and donations. Free community health and wellness programs covered topics ranging from insomnia and food safety to diabetes and weight control. In addition, Baptist Health provided free screenings for cholesterol, blood pressure, body composition and osteoporosis. Baptist Health also helped those in need of primary care services by donating $2,020,000 to neighborhood clinics such as the Open Door Health Center in Homestead, the South Miami Children's Center in South Miami and the Good Health Clinic in Tavernier. We spent $13,975,000 paying physicians who provide care to our community members in need. Additionally, we provided $1,894,000 in continuing medical education and $4,575,000 in chaplaincy during the year ended September 30, 2011. Fulfilling our mission to provide compassionate care to the entire community isn't only about assisting those in financial need. It is also about supporting services that lose money but are essential to our community. In 2007, Baptist Health invested approximately $136,000,000 in building a replacement hospital for Homestead Hospital, and in 2011, Baptist Health built a new hospital in the underserved West Kendall area at a cost of $193,000,000. Both, Homestead Hospital and West Kendall Baptist Hospital operate at a loss, but Baptist Health continues to operate these hospitals because they fill an important community need for quality healthcare. Additionally Baptist Health has invested substantial funds to harden its facilities to withstand a category 5 hurricane for the protection of our patients and neighbors. In addition to the health-related benefits listed above, Baptist Health also has a significant and positive financial impact on our community. We directly employ more than 15,000 individuals and indirectly create another 11,000 jobs. As South Florida's largest private employer, Baptist Health is taking a leadership role by committing to the environmentally responsible, energy-efficient design and function of our facilities. Our new hospital has applied for Leadership in Energy and Environmental Design certification for the US Green Building Council. This commitment applies to our day-to-day operations, as well, from the supplies we purchase to the vehicles we use. In accordance with our faith-based mission, Baptist Health South Florida and its affiliates is committed to making a significant, positive impact on the community it serves. | Description |
| Total Program Service Expense | 6371375 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 67 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 62 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FINANCE DEPARTMENT | NamePerson |
| Telephone Number | 7866627000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6855 RED ROAD STE 200 | AddressLine1 |
| City | coral gables | City |
| State | FL | State |
| ZIP Code | 33143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (76 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| YERBY T BARKER | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| RUDY KRANYS | |||||||||
| CHAIRMAN OF THE BOARD | 2.0 | X | 0 | 0 | 0 | ||||
| GERALD CASE | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| GERALD HIRSCH | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| GEORGE ARONOFF | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| ELISA BROWN-SOLTERO MD | |||||||||
| DIRECTOR | 2.0 | X | 3230 | 66358 | 0 | ||||
| JOSEPH BUCHANAN ESQ | |||||||||
| DIRECTOR | 2.0 | X | 100 | 0 | 0 | ||||
| ROBERT BURSTEIN | |||||||||
| DIRECTOR | 2.0 | X | 977 | 0 | 0 | ||||
| MAURICIO CAYON | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JAMES BORUSZAK | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| ROBERT GINTEL | |||||||||
| TREASURER | 2.0 | X | 179 | 0 | 0 | ||||
| KENT HAMILL | |||||||||
| DIRECTOR | 2.0 | X | 657 | 0 | 0 | ||||
| JAMES W HARRIS | |||||||||
| DIRECTOR | 2.0 | X | 1255 | 0 | 0 | ||||
| CHARLIE MARTINEZ | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| MANNY S FERNANDEZ | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JACQUE HUTTOE | |||||||||
| DIRECTOR | 2.0 | X | 487 | 0 | 0 | ||||
| BRUCE WIRTZ MACARTHUR | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JOANNE J MCGREGOR-GANUS | |||||||||
| DIRECTOR | 2.0 | X | 143 | 0 | 0 | ||||
| EMERY B SHEER | |||||||||
| DIRECTOR | 2.0 | X | 201 | 0 | 0 | ||||
| BARRY HALPERN MD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| LEIF GUNDERSON | |||||||||
| DIRECTOR | 2.0 | X | 777 | 0 | 0 | ||||
| NATHAN HIRSCH MD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| LANE JONES | |||||||||
| DIRECTOR | 2.0 | X | 1054 | 0 | 0 | ||||
| KERRIN BERMONT | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| ROBERT BERRIN | |||||||||
| DIRECTOR | 2.0 | X | 12070 | 0 | 0 | ||||
| BONNIE BLAIRE | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| RAY CASTELLANOS | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| WILLIAM DICKINSON | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| EUGENE EISNER MD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 75453 | 0 | ||||
| KATRINA LAVENE | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| MARIA CAMILA LEIVA | |||||||||
| DIRECTOR | 2.0 | X | 210 | 0 | 0 | ||||
| DEREK MCDOWELL | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| WARREN WEISER | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| WILLIAM W WILSON III | |||||||||
| DIRECTOR | 2.0 | X | 5513 | 0 | 0 | ||||
| RENE TAYLOR | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| BETTY ANNE SCHILLING | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| BILL R TILLET | |||||||||
| CHAIR EMERITUS | 2.0 | X | 0 | 0 | 0 | ||||
| RICHARD ANDERSON | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| BONNIE LANO RIPPINGILLE | |||||||||
| DIRECTOR | 2.0 | X | 200 | 0 | 0 | ||||
| JOHANNA PATERSON | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| PATRICIA MULL | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| PATRICIA STANLEY | |||||||||
| DIRECTOR | 2.0 | X | 23393 | 0 | 0 | ||||
| JOEL M SHEPHERD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| CYNTHIA LEESFIELD | |||||||||
| SECRETARY | 2.0 | X | 0 | 0 | 0 | ||||
| JEFF B WEINER | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JOEL SCHENKMAN MD | |||||||||
| MEMBER AT LARGE | 2.0 | X | 0 | 0 | 0 | ||||
| GONZALO SANABRIA | |||||||||
| ASSISTANT TREASURER | 2.0 | X | 0 | 0 | 0 | ||||
| TOMAS P ERBAN | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JAMES CARR | |||||||||
| DIRECTOR | 2.0 | X | 1285 | 0 | 0 | ||||
| LANI KAHN DRODY | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| ANDREW MENACHEM | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| AGUSTIN G DE GOYTISOLO | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| VICTORIA LONDON | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| GEORGE R TERSHAKOVEC MD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 1877305 | 0 | ||||
| GUILLERMO L POL MD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 64952 | 0 | ||||
| NICK WADDELL | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| ANDREW LEVY | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| GLENN HUBER | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JACK S COOPER MD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JAY HERSHOFF ESQ | |||||||||
| DIRECTOR | 2.0 | X | 4689 | 0 | 0 | ||||
| JON LANDAU | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JUAN-CARLOS QUINTERO DMD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| LOURDES JOFRE-COLLETT | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| LUIS HERNANDEZ | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| MICHAEL BILECA | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| MIGUEL CANO | |||||||||
| DIRECTOR | 2.0 | X | 4565 | 0 | 0 | ||||
| PAT DAHNE | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| PAUL S SOULE | |||||||||
| DIRECTOR | 2.0 | X | 155 | 0 | 0 | ||||
| PETER GARDNER | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| SAMUEL S PORCO JR DMD | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| STEVEN BRODIE | |||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| STEPHEN PARSONS | |||||||||
| CEO | 50.0 | 0 | 345834 | 92021 | X | ||||
| CHRISTOPHER KRAUS | |||||||||
| VP | 50.0 | 255217 | 0 | 63508 | X | ||||
| KARL CETTA | |||||||||
| FUNDRAISER | 45.0 | 148124 | 0 | 30632 | X | ||||
| THOMAS SCHRAMM | |||||||||
| FUNDRAISER | 45.0 | 117141 | 0 | 25027 | X | ||||
| ROBERT G BAAL | |||||||||
| CEO | 2.0 | 154666 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 736288 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2429902 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 211188 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MARRIOTT INTERNATIONAL INC | |||||
| 265 Peachtree Center Avenue | ATLANTA | GA | 30303 | EVENTS | 189929 |
| EVENTSTAR STRUCTURES CORP | |||||
| 8150-B NW 90 ST | MEDLEY | FL | 33166 | EVENTS | 137464 |
| ROSES BY KARLA INC | |||||
| 100 NE 25 ST | MIAMI | FL | 33137 | AUCTION | 256801 |
| ROBERT BAAL | |||||
| 13505 SW 72 CT | PINECREST | FL | 33156 | CONSULTING | 166707 |
| LE BASQUE HOLDINGS LLC | |||||
| 4652 SW 74 AVE | MIAMI | FL | 33155 | CATERING | 149494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 5488812 | AllOtherContributions |
| Noncash Contributions | 35434 | NoncashContributions |
| Total Contributions | 5488812 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 843378 | TotalRevenueColumn |
| Exclusion | $843,378 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42248168 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40359086 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1889082 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1889082 | TotalRevenueColumn |
| Exclusion | $1,889,082 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2407317 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 1226252 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1181065 | TotalRevenueColumn |
| Exclusion | $1,181,065 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9402337 | TotalRevenueColumn |
| Exclusion | $3,913,525 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4221700 | Total |
| Program Services | 4221700 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376329 | Total |
| Management And General | 376329 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1587587 | Total |
| Program Services | 1433659 | ProgramServices |
| Management And General | 153928 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79400 | Total |
| Program Services | 57962 | ProgramServices |
| Management And General | 21438 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253525 | Total |
| Program Services | 185073 | ProgramServices |
| Management And General | 68452 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104121 | Total |
| Program Services | 76008 | ProgramServices |
| Management And General | 28113 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2513 | Total |
| Management And General | 2513 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315936 | Total |
| Management And General | 315936 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591868 | Total |
| Program Services | 195706 | ProgramServices |
| Management And General | 5266 | ManagementAndGeneral |
| Fundraising | 390896 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406 | Total |
| Program Services | 20 | ProgramServices |
| Management And General | 61 | ManagementAndGeneral |
| Fundraising | 325 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194501 | Total |
| Program Services | 165326 | ProgramServices |
| Management And General | 29175 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19333 | Total |
| Program Services | 4859 | ProgramServices |
| Management And General | 2714 | ManagementAndGeneral |
| Fundraising | 11760 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17350 | Total |
| Management And General | 17350 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4217 | Total |
| Program Services | 2741 | ProgramServices |
| Management And General | 1476 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ENTERTAINMENT & COMMUNITY | 12323 | 11091 | 1232 |
| MISCELLANEOUS | 20270 | 17230 | 3040 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7801379 | Total |
| Program Services | 6371375 | ProgramServices |
| Management And General | 1027023 | ManagementAndGeneral |
| Fundraising | 402981 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3150732 | BOY |
| EOY | 2788705 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11128642 | BOY |
| EOY | 7490963 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable | |
| Land Buildings Equipment Basis | 54483 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32823 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25877 | BOY |
| EOY | 21660 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49885622 | BOY |
| EOY | 49054926 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1508228 | BOY |
| EOY | 6516316 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65699101 | BOY |
| EOY | 65872570 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2680915 | BOY |
| EOY | 3681026 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 565824 | BOY |
| EOY | 1574744 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3246739 | BOY |
| EOY | 5255770 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19447632 | BOY |
| EOY | 16722404 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32022558 | BOY |
| EOY | 32705840 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10982172 | BOY |
| EOY | 11188556 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62452362 | BOY |
| EOY | 60616800 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65699101 | BOY |
| EOY | 65872570 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1600958 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3436520 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4429344 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5330794 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4389943 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6210684 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5488812 | CurrentTaxYear |
| Total | 25849577 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4429344 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5330794 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4389943 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6210684 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5488812 | CurrentTaxYear |
| Total | 25849577 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 25849577 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1567291 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1515270 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 988715 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1293336 | CurrentTaxYearMinus1Year |
| Current Tax Year | 843378 | CurrentTaxYear |
| Total | 6207990 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 32057567 | TotalSupport |
| Gross Receipts From Admissions Etc | 9669117 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80635 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72248 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54483 | OtherCostOrOtherBasis |
| Depreciation | 32823 | Depreciation |
| Book Value | 21660 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 21660 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INTEREST RECEIVABLE | 329106 |
| CSV OF OWNED LIFE INS POLICIES | 950728 |
| REC FROM REMAINDER TRUSTS | 5236482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6516316 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $1,496,886 |
| POST RETIREMENT BENEFITS LONG TERM | $77,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1574744 | TotalOfAmounts |
| Total Revenue | 9402337 | TotalRevenue |
| Total Expenses | 7801379 | TotalExpenses |
| Excess Or Deficit For Year | 1600958 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4526630 | NetUnrealizedGLOnInvestments |
| Other | $112,979 | OtherAmount |
| Total Adjustments | -4413651 | TotalAdjustments |
| Excess Or Deficit Per FS | -2812693 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4111364 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 31993 | OtherRevenues |
| Revenue Not Rptd F990 | 31993 | RevenueNotRptdF990 |
| Revenue Subtotal | 4079371 | RevenueSubtotal |
| Other Revenues Not Included | 5322966 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5322966 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9402337 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6924057 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1794170 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1794170 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5129887 | ExpensesSubtotal |
| Other Expenses Not Included | 2671492 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2671492 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7801379 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D PART XI LINE 8 | OTHER ADJUSTMENTS | DESCRIPTION AMOUNT CONTRIBUTIONS FOR PP&E 2,671,492 CHANGE IN VALUE OF LIFE INSURANCE 31,993 TEMPORARILY RESTRICTED FUNDS CY -2,000,977 FUND EVENTS -589,529 __________ TOTAL 112,979 |
| SCHEDULE D PART XII LINE 2D | OTHER REVENUE INCLUDED IN BOOKS BUT NOT IN FORM 990 | DESCRIPTION AMOUNT CHANGE IN VALUE OF LIFE INSURANCE POLICY 31,993 __________ TOTAL 31,993 |
| SCHEDULE D PART XII LINE 4B | OTHER REVENUE IN FROM 990 NOT IN BOOKS | DESCRIPTION AMOUNT TEMPORARY RESTRICTED FUNDS CY 2,000,977 FUNDRAISING EVENTS 589,529 INVESTMENT INCOME 843,378 GAIN/LOSS ON SECURITIES 1,889,082 __________ TOTAL 5,322,966 |
| SCHEDULE D PART XIII LINE 2D | OTHER EXPENSES INCLUDED IN BOOKS BUT NOT IN FORM 990 | DESCRIPTION AMOUNT INVESTMENT INCOME -843,378 GAIN/LOSS ON SECURITIES -1,889,082 CHANGE IN NET UNREALIZED GAIN/LOSS 4,526,630 ___________ TOTAL 1,794,170 |
| SCHEDULE D PART XIII LINE 4B | OTHER EXPENSES INCLUDED IN FORM 990 BUT NOT IN BOOKS | DESCRIPTION AMOUNT CONTRIBUTIONS FOR PP&E 2,671,492 ___________ TOTAL 2,671,492 |
| SCHEDULE D PART X LINE 2 | FIN 48 (ASC 740) FOOTNOTE | As of September 30, 2011 and 2010, BHSF had no material unrecognized tax benefits and no adjustments to its financial statements were required. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BH BALL | NameOfEvent1 |
| Gross Receipts Event1 | 1290869 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 1290869 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 137464 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 149494 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7200 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 405175 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SMH MERCURY BAL | NameOfEvent2 |
| Gross Receipts Event2 | 306625 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 306625 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 74278 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 3550 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 71854 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 809823 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 809823 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 70430 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 306807 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2407317 | GrossReceiptsTotal |
| Gross Revenue Total Events | 2407317 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 207894 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 223772 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 10750 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 783836 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1226252 | DirectExpenseSummaryEvents |
| Net Income Summary | 1181065 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BAPTIST HOSPITAL OF MIAMI INC | |||||||
| 8900 NORTH KENDALL DRIVE | miami | FL | 33176 | 590910342 | 501 (C)(3) | 1467085 | OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS |
| SOUTH MIAMI HOSPITAL INC | |||||||
| 6200 SW 73 STREET | miami | FL | 33143 | 590872594 | 501 (C)(3) | 1834623 | OPERATIONS, PROPERTY, PLANT & EQUIPMENT |
| MARINERS HOSPITAL INC | |||||||
| 91500 OVERSEAS HIGHWAY | tavernier | FL | 33070 | 591987355 | 501 (C)(3) | 226341 | OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS |
| BAPTIST HEALTH SOUTH FLORIDA INC | |||||||
| 6855 RED ROAD SUITE 500 | coral gables | FL | 33143 | 650267668 | 501 (C)(3) | 139424 | OPERATIONS |
| HOMESTEAD HOSPITAL | |||||||
| 975 BAPTIST WAY | HOMESTEAD | FL | 33033 | 650232993 | 501 (C)(3) | 235769 | OPERATIONS, PROPERTY & EQUIPMENT ACQUISITIONS |
| DOCTORS HOSPITAL | |||||||
| 5000 UNIVERSITY DRIVE | CORAL GABLES | FL | 33146 | 043775926 | 501 (C)(3) | 36404 | OPERATIONS |
| WEST KENDALL BAPTIST HOSPITAL | |||||||
| 9555 SW 162 AVE | MIAMI | FL | 33196 | 522438452 | 501 (C) (3) | 71130 | PROPERTY & EQUIPMENT ACQUISITIONS |
| BAPTIST OUTPATIENT SERVICES | |||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | 562290370 | 501 (C) (3) | 210924 | OPERATIONS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT G BAAL | |||||||||||||
| 154666 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 154666 | 0 | 0 | 0 |
| KARL CETTA | |||||||||||||
| 123475 | 0 | 16587 | 0 | 8062 | 0 | 3079 | 0 | 27553 | 0 | 178756 | 0 | 0 | 0 |
| GEORGE R TERSHAKOVEC MD | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 1877305 | 0 | 0 | 0 | 0 | 0 | 1877305 | 0 | 0 |
| STEPHEN PARSONS | |||||||||||||
| 0 | 221773 | 0 | 114151 | 0 | 9910 | 0 | 63156 | 0 | 28865 | 0 | 437855 | 0 | 8576 |
| CHRISTOPHER KRAUS | |||||||||||||
| 151491 | 0 | 83013 | 0 | 20713 | 0 | 30869 | 0 | 32639 | 0 | 318725 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DIRECTOR'S COMPENSATION | SCHEDULE J, PART II | George R. Tershakovec, M.D., P.A. provides general surgery coverage and services at Homestead Hospital. Due to the large uninsured and underinsured population of patients at Homestead Hospital, obtaining physicians to provide general surgery services and coverage to unfunded and indigent patients could only be secured by entering into an agreement with George R. Tershakovec, M.D., P.A. Subsequent to the effective date of this agreement, Dr. Tershakovec was elected President of the Medical Staff by his peers. One of the duties of the President of the Medical Staff is to serve as an ex-officio member of the Board of Directors. Total compensation of $1,874,375 was paid to George R. Tershakovec, M.D., P.A. by Homestead Hospital. This payment is considered market value for the services rendered by George R. Tershakovec, M.D., P.A. This arrangement has been reviewed and approved by an independent committee of the board of directors. George R. Tershakovec also received a 1099-Misc for $2,930 for his position as President Elect of the Medical Staff and miscellaneous consulting services rendered to Homestead Hospital. |
| SCHEDULE J PART I, QUESTION 7 | Key executives who control significant assets or who have a major impact on operations may earn incentive pay. The purpose of incentive pay is to focus executive action on key "performance thresholds" and corporate goals that are approved by the Board's Compensation Committee. The achievement of these goals requires extraordinary effort, commitment and achievement. The incentive component of the executive's total compensation is variable and totally at risk, depending upon the achievement of the agreed-upon goals. | |
| SCHEDULE J, PART I, QUESTION 4B | SCHEDULE J, PART I, QUESTION 4B | As part of the Baptist Health South Florida executive benefit plan, executives are eligible to allocate a portion of their flexible spending allowance to a Supplemental Survivor Accumulation Benefit (SSAB) account. The SSAB is a life insurance product that provides a deferred retirement benefit for the executive or a death benefit for the executive's survivors. Contributions to the SSAB may be made annually to the participant's account. All contributions accumulate, along with investment earnings, for the period the executive participates. The executive does not have access to the contributions made or the related investment income, all of which is subject to substantial risk of forfeiture. Pursuant to the SSAB plan guidelines, this benefit is terminated upon an executive reaching age 65, however, payment can be deferred to a date at least two years after reaching age 65 but no later than 68. At that time the entire amount accumulated is paid out in a lump sum. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35434 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 PART VI QUESTION 15 | PERFORMANCE-BASED EXECUTIVE COMPENSATION | The South Florida market for highly competent healthcare executives reflects a very competitive environment for qualified executives. It is comprised of large, national, for profit chains and not-for-profit hospital systems and stand-alone hospitals. The Board of Trustees of Baptist Health South Florida seeks executives of vision and leadership to carry out the organization's faith-based mission of quality care and community service. The Board expects these executives to provide leadership that will place Baptist Health among the best healthcare systems in the nation for quality and excellence. The Board expects executives to demonstrate integrity and loyalty in the performance of their duties and to adhere to Baptist Health Conflict of Interest Policy, Executive Code of Conduct and all compliance/ethics policies. Executive compensation is considered the foundation to attract and retain executives with the talent, experience and character to meet these expectations. The Board's Compensation Committee is comprised exclusively of independent Board members who serve voluntarily without any remuneration, and who must adhere to a stringent conflict of interest policy that precludes them or their families from doing business with Baptist Health. The Committee is responsible for reviewing the performance and approving the compensation for executives. The term "compensation" includes salaries, benefits and incentives. The Compensation Committee annually engages a nationally-recognized, independent consultant to conduct compensation surveys and to advise the Board on compensation policies. The Compensation Committee decisions are based on the following: 1. Total Compensation Package Recruitment and retention of capable, productive executives is accomplished through design of a total compensation package that includes a base salary, at-risk incentive pay, and benefits. It is the objective of Baptist Health to ensure a consistent compensation philosophy across all employee and leadership levels that rewards outstanding performance using a cash plus employee benefits package targeting the 75th percentile. Base salaries of fully productive executives are indexed to the median (50th percentile) salary paid by similar healthcare organizations. Incentive pay for superior achievement provides the opportunity for total cash compensation at the 75th percentile of the executive's peer group if the executive exceeds his/her performance metrics. 2. Performance-based Salary Increases One of the key elements of Baptist Heath's executive compensation philosophy is "pay for performance." Salary increases are based upon the degree to which each executive achieves his/her individual performance objectives for the year, which are tied to corporate objectives. Generally these objectives relate to clinical quality; patient, physician and community satisfaction; charity care and mission goals; financial performance and expense management. Individual and group performance against these objectives is reviewed by the Compensation Committee and Board of Trustees annually after the close of the fiscal year. 3. Market-based Salary Increases The Board's Compensation Committee reviews the market value of executive positions annually to assure that Baptist Health's pay levels are competitive. The independent consultant, selected by the Compensation Committee, obtains executive salary information for functionally comparable positions at healthcare institutions of comparable size within Florida and the United States. Baptist Health's peer group is comprised of other complex not-for-profit hospital systems of similar size ($2.2 billion in revenues; 15,000 employees), scope (6 hospitals, more than a dozen outpatient centers and a large international service). The peer group does not include for-profit hospitals, whose compensation practices are far more generous (and include such things as stock options and equity/ownership interests). 4. No Guaranteed Salary Increases There is no guarantee of annual executive salary increases. Salary increases depend upon the organization's ability to pay, the executive's salary in relation to the market, the executive's performance level, and internal pay relationships to peers. 5. At-Risk Incentive Pay Key executives who control significant assets or who have a major impact on operations may earn incentive pay. The purpose of incentive pay is to focus executive action on key "performance thresholds" and corporate goals that are approved by the Board's Compensation Committee. The achievement of these goals requires extraordinary effort, commitment and achievement. The incentive component of the executive's total compensation is variable and totally at risk, depending upon the achievement of the agreed-upon goals. 6. Perquisites Baptist Health executives are provided with a common set of perquisites that are typical of other responsible not-for-profit organizations to enable them to more effectively conduct their business. These benefits are deemed by the Compensation Committee to be appropriate and conservative. Perquisites are generally limited to auto and cell phone allowances which are fully taxable to the executive. Other perquisites provided to executives, such as paid time off or reimbursement for relevant educational expenses, are offered to all employees in accordance with enterprise-wide policies and procedures. Business travel for executives on commercial airlines is limited to coach fares (an upgrade to the next available class of service, e.g., business class, may be permitted when the flight duration is in excess of five hours or an overnight accommodation can be avoided). Chartered plane travel, spousal travel, luxury residences for personal use, health, country or social club dues and personal services (such as maid, chauffeur, chef, landscaper) are not provided (or reimbursed) to Baptist Health executives. |
| FORM 990 PART VI QUESTION 12 | employee conflict of interest | AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST OCCURS IN THOSE CIRCUMSTANCES WHERE AN EMPLOYEE'S JUDGEMENT COULD BE AFFECTED BECAUSE THE EMPLOYEE HAS A PERSONAL INTEREST, OTHER THAN THE RECEIPT OF COMPENSATION FROM BAPTIST HEALTH SOUTH FLORIDA, INC. AND ITS AFFILIATES ("BHSF"), IN THE OUTCOME OF A DECISION OVER WHICH THE EMPLOYEE HAS CONTROL OR INFLUENCE. FOR THE PURPOSES OF THIS POLICY, IT IS PRESUMED THAT MANAGERS HAVE CONTROL OR INFLUENCE OVER ANY DECISION AFFECTING A MATTER FOR WHICH A MANAGER HAS RESPONSIBILITY. A PERSONAL INTEREST EXISTS WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY STANDS TO DIRECTLY OR INDIRECTLY OBTAIN FINANCIAL GAIN AS A RESULT OF A DECISION. THIS POLICY IS INTENDED FOR ALL EMPLOYEES IN ORDER THAT THEY MAY UNDERSTAND, IDENTIFY, MANAGE AND APPROPRIATELY DISCLOSE THOSE TRANSACTIONS WHICH COULD RESULT IN AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST. IN ACCORDANCE WITH OUR CODE OF ETHICS, HIGH ETHICAL STANDARDS MUST BE OBSERVED IN THE NEGOTIATION AND EXECUTION OF ALL BUSINESS ACTIVITIES CONDUCTED AT, BY OR WITH BHSF. ANY DECISIONS MADE BY BHSF EMPLOYEES MUST BE MADE IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS, WITH THE BEST ORGANIZATIONAL INTERESTS OF BHSF AS THE HIGHEST PRIORITY AND WITHOUT REGARD TO THE PERSONAL GAIN OR INTEREST OF ANY OTHER PERSON OR ENTITY. LIKEWISE, THE APPEARANCE OF ANY SUCH IMPROPER INFLUENCE ON ANY DECISIONS SHOULD BE CONSCIOUSLY AVOIDED. EMPLOYEES SHOULD ALSO ADHERE TO POLICY 828 WHICH PROHIBITS VENDOR SPONSORED TRAVEL AND POLICY 829 PROHIBITING ACCEPTANCE OF PERSONAL HONORARIUMS AND POLICY 831 WHICH PROVIDES LIMITATIONS AND GUIDELINES ON PHILANTHROPIC SOLICITATION OF VENDORS. A POTENTIAL OR PERCEIVED CONFLICT OF INTEREST MAY EXIST IRRESPECTIVE OF THE INTENT OF THE EMPLOYEE. PLEASE VISIT OUR WEBSITE WWW.BAPTISTHEALTH.NET TO VIEW THE IMPLEMENTATION PROCEDURES FOR EACH POLICY. |
| FORM 990, PART VI, QUESTION 12 | BOARD CONFLICT POLICY | BAPTIST HEALTH AND ITS AFFILIATES HAVE A STRONG AND ROBUST CONFLICT OF INTEREST POLICY. THE POLICY IS MEANT TO ENSURE THAT EACH VOTING MEMBER OF THE BOARD OF TRUSTEES GOVERNS THE AFFAIRS OF BAPTIST HEALTH WITH HONESTY AND INTEGRITY AND MAKES DECISIONS FOR THE BENEFIT OF BAPTIST HEALTH. VOTING BOARD MEMBERS MAY NOT BE EMPLOYED BY BAPTIST HEALTH NOR ENGAGED TO PROVIDE SERVICES TO BAPTIST HEALTH IN EXCHANGE FOR CASH COMPENSATION. CONFLICT FREE DECISION MAKING EXTENDS BEYOND THE BOARD MEMBERS AND PROHIBITS TRANSACTIONS THAT MIGHT BENEFIT (I) THE PRIVATE INTEREST OF A MEMBER OR HIS OR HER FAMILY (II) AN ORGANIZATION CONTROLLED BY A MEMBER OF HIS OR HER FAMILY (III) AN ORGANIZATION IN WHICH A MEMBER OR HIS OR HER FAMILY HAS A MATERIAL INTEREST, ARE PROHIBITED. SINCE THE APPEARANCE OF A CONFLICT OF INTEREST MAY BE AS DAMAGING TO BAPTIST HEALTH'S REPUTATION AS ACTUALLY PERMITTING A CONFLICT TO EXIST, EACH BOARD MEMBER HAS A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS. THIS CONTINUING OBLIGATION IS SUPPLEMENTED BY AN ANNUAL CERTIFICATION THAT THE BOARD MEMBER IS FREE FROM ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE ANNUAL CERTIFICATION IS REVIEWED BY THE VICE PRESIDENT OF COMPLIANCE WHO REPORTS DIRECTLY TO THE BOARD. POTENTIAL CONFLICTS ARE FURTHER REVIEWED BY THE BOARD'S ETHICS COMMITTEE. IF A CONFLICT DOES EXIST, THE CONFLICTED BOARD MEMBER MAY BE REQUIRED TO (I) RESIGN FROM THE BOARD OR (II) ELIMINATE THE RELATIONSHIP WHICH GIVES RISE TO THE CONFLICT. |
| FORM 990, PART VI, QUESTION 12c | ENFORCEMENT AND MONITORING OF CONFLICT OF INTEREST POLICY | ONE OF BAPTIST HEALTH SOUTH FLORIDA'S GREATEST ASSETS IS THE INTEGRITY OF ITS VOLUNTEER BOARD MEMBERS. ONE WAY TO ASSURE INTEGRITY IS OUR COMMITMENT TO A STRINGENT CONFLICT OF INTEREST POLICY FOR OUR GOVERNING BOARDS AND MANAGEMENT. AS A PART OF A ROBUST CONFLICT OF INTEREST POLICY, BOARD MEMBERS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION FORM. THE AUDIT AND COMPLIANCE DEPARTMENT MONITOR TO ENSURE ALL VOTING MEMBERS SUBMIT THE DECLARATION FORM AND PERFORM NECESSARY RESEARCH TO UNDERSTAND IF A POTENTIAL CONFLICT EXISTS. ALL DISCLOSURES AND THE RELATED RESEARCH ARE SUMMARIZED FOR THE ETHICS COMMITTEE OF THE BAPTIST HEALTH BOARD OF TRUSTEES. ANY DISCLOSURES THAT MAY RESULT IN THE APPEARANCE OF A CONFLICT ARE ADDRESSED BY THE COMMITTEE FOR ITS CONSIDERATION AND RESOLUTION. |
| DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C LINE 19 | DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. |
| US INFORMATIONAL RETURNS | FORM 990, PART V, LINE 1A | BAPTIST HEALTH SOUTH FLORIDA (BHSF) HAS A SYSTEM-WIDE TREASURY POLICY, WHICH RECOGNIZES ITS RESPONSIBILITY TO OVERSEE, MANAGE, AND COORDINATE ALL AFFILIATE OPERATIONS, INCLUDING THE TREASURY FUNCTIONS. BHSF SERVES AS THE CENTRALIZED CASH RECEIPT AND DISBURSING AGENT FOR ALL BHSF ENTITIES. AS SUCH ONLY BHSF ISSUES US INFORMATIONAL RETURNS. |
| EMPLOYEES REPORTED ON FORM W-3 | FORM 990, PART V, LINE 2a | BAPTIST HEALTH SOUTH FLORIDA (BHSF)IS THE APPOINTED PAY AGENT FOR ALL OF ITS AFFILIATES. AS SUCH ONLY BHSF ISSUES FORM W-3. |
| PROCESS FOR REVIEWING FORM 990 | FORM 990, PART VI, SECTION B, LINE 11B | THE MANAGEMENT OF BAPTIST HEALTH SOUTH FLORIDA (BHSF) IS RESPONSIBLE FOR THE ACCURACY AND COMPLETENESS OF THE TAX RETURNS OF BHSF AND ALL OF ITS NONPROFIT, CHARITABLE AFFILIATES. THIS FORM 990 HAS BEEN PREPARED IN CONFORMITY WITH THE INTERNAL REVENUE CODE AND TREASURY REGULATIONS. INDEPENDENT TAX CONSULTANTS AND MEMBERS OF MANAGEMENT HAVE REVIEWED IN DETAIL THE COMPLETED FORM 990. PRIOR TO FILING, THE FORM 990 PREPARTION PROCESS AND THE DOCUMENTS ARE DISCUSSED AT A MEETING OF THE FINANCE & INSURANCE COMMITTEE AND MADE AVAILABLE ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENTARY. ADDITIONALLY THE EXECUTIVE AND COMPENSATION COMMITTEES OF THE BHSF BOARD OF TRUSTEES, COMPOSED OF INDEPENDENT UNCOMPENSATED MEMBERS, REVIEW OTHER PERTINENT AREAS OF THE RETURN. THE PRESIDENT AND CEO AS WELL AS THE EXECUTIVE VICE PRESIDENT AND CFO HEREBY CERTIFY AS TO THE ACCURACY AND COMPLETENESS OF THIS FORM 990. |
| GOVERNING BODY AND MANAGEMENT | FORM 990 PART VI LINE 7b | THIS ORGANIZATION IS PART OF BAPTIST HEALTH SOUTH FLORIDA, AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA HAS THE RIGHT TO APPROVE OR RATIFY CERTAIN CORPORATE DECISIONS OF THE ORGANIZATION. |
| Schedule J Part II Column (B)(ii) | EXECUTIVE COMPENSATION | All executive compensation is reviewed and approved annually by the compensation committee which is comprised of independent uncompensated members of the Board of Trustees who have certified that they have no conflict of interest with the organization. Reportable compensation includes base salary as well as payments under a formal incentive plan which rewards successful achievement of quality, mission, charity care, and financial corporate objectives. |
| FORM 990 PART VI LINE 2 | CONFLICT OF INTEREST DISCLOSURE | JAMES CARR AND JAMES HARRIS HAVE A BUSINESS RELATIONSHIP. |
| CHANGES IN NET ASSETS/FUND BALANCE | FORM 990 PART XI LINE 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGES IN POST RETIREMENT HEALTH OBLIGATION 80,908 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 4,055 CONTRIBUTIONS FOR PP&E 2,671,492 TEMPORARILY RESTRICTED FUNDS 1,550,208 NET ASSETS RELEASED FROM RESTRICTION -4,221,699 WRITE OFF TEMPORARY RESTRICTED PLEDGES -48,380 RESTRICTED INVESTMENT INCOME 905,149 PERMANENTLY RESTRICTED CONTRIBUTIONS 116,384 CHANGE IN FAIR MARKET VALUE -4,526,630 LIFE INSURANCE POLICY 31,993 ___________ TOTAL -3,436,520 |
| FORM 990 PART VII SECTION A COLUMN B | HOURS FOR RELATED ORGANIZATIONS | FOLLOWING OFFICERS/TRUSTEES WORKED FOR RELATED ENTITY: NAME AVERAGE NUMBER OF HOURS WORKED PER WEEK STEPHEN J. PARSON 2 YERBY BARKER 4 RUDY KRANYS 2 GERALD HIRSCH 2 ELISA BROWN-SOLTERO, MD 2 ROBERT GINTEL 2 JAMES HARRIS 4 CHARLIE MARTINEZ 2 ROBERT BERRIN 4 BONNIE BLAIRE 2 WILLIAM DICKINSON 6 EUGENE EISNER, MD 2 MARIA CAMILA LEIVA 2 WILLIAM W WILSON III 2 RENE TAYLOR 2 BILL TILLETT 6 RICHARD ANDERSON 2 JOHANNA PATERSON 2 PATRICIA MULL 2 JAMES CARR 8 GEORGE R. TERSHAKOVEC, MD 2 GUILLERMO L. POL 2 JAY HERSHOFF, ESQ 4 PAUL S. SOULE 4 JOEL SCHENKMAN 2 ROBERT BAAL 2 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH SOUTH FLORIDA | |||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650267668 | HEALTHCARE | FL | 501(C)(3) | 11C, TYPE 3 | NA |
| BAPTIST HOSPITAL OF MIAMI | |||||||||
| 8900 N KENDALL DRIVE | MIAMI | FL | 33176 | 590910342 | HOSPITAL | FL | 501(C)(3) | 3 | NA |
| BHSF REAL ESTATE FOUNDATION | |||||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | 650611015 | SUPPORT | FL | 501(C)(3) | 11A, TYPE 1 | NA |
| HOMESTEAD HOSPITAL | |||||||||
| 975 BAPTIST WAY | HOMESTEAD | FL | 33033 | 650232993 | HOSPITAL | FL | 501(C)(3) | 3 | NA |
| SOUTH MIAMI HOSPITAL | |||||||||
| 6200 SW 73ST | SOUTH MIAMI | FL | 33143 | 590872594 | HOSPITAL | FL | 501(C)(3) | 3 | NA |
| MARINERS HOSPITAL | |||||||||
| 9500 OVERSEAS HIGHWAY | TAVERNIER | FL | 33070 | 591987355 | HOSPITAL | FL | 501(C)(3) | 3 | NA |
| WEST KENDALL BAPTIST HOSPITAL | |||||||||
| 9555 SW 162 AVE | MIAMI | FL | 33196 | 522438452 | HOSPITAL | FL | 501(C)(3) | 3 | NA |
| BAPTIST OUTPATIENT SERVICES | |||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 562290370 | MED. DIAG | FL | 501(C)(3) | 3 | NA |
| DOCTORS HOSPITAL | |||||||||
| 5000 UNIVERSITY DRIVE | CORAL GABLES | FL | 33146 | 043775926 | HOSPITAL | FL | 501(C)(3) | 3 | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMARITAN RISK RETENTION GROUP | ||||||||||||||||
| 7301 RIVERS AVENUE STE 230 | NORTH CHARLESTON | SC | 29406 | 203433505 | INSURANCE | SC | NA | C | 0 | 0 | 0.00000 | |||||
| PINEAPPLE INSURANCE COMPANY | ||||||||||||||||
| 980465790 | INSURANCE | NA | C | 0 | 0 | 0.00000 | 23 LIME TREE BAY AVE PO BOX 1051 | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||
| BAPTIST HEALTH ENTERPRISES | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 592572862 | REAL ESTATE MNGT | FL | NA | C | 0 | 0 | 0.00000 | |||||
| BMAB EAST TOWER | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 654047110 | LEASE OFFICE | FL | NA | C | 0 | 0 | 0.00000 | |||||
| BAPTIST MEDICAL SERVICES CORP | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650506620 | HOLDING COMPANY | FL | NA | C | 0 | 0 | 0.00000 | |||||
| KENDALL CREDIT & BUSINESS SERVICES INC | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650434778 | COLLECTION AGENCY | FL | NA | C | 0 | 0 | 0.00000 | |||||
| WEST KENDALL PROFESSIONAL SERVICES INC | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650475570 | COLLECTION AGENCY | FL | NA | C | 0 | 0 | 0.00000 | |||||
| SOUTH MIAMI HEALTH ENTERPRISES INC | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 592623930 | MEDICAL CENTER | FL | NA | C | 0 | 0 | 0.00000 | |||||
| MEDICAL TRANSPORT SERVICES | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650732544 | TRANSPORT PATIENT | FL | NA | C | 0 | 0 | 0.00000 | |||||
| EAST KENDALL INVESTMENTS INC | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 650593165 | REAL ESTATE RENTL | FL | NA | C | 0 | 0 | 0.00000 | |||||
| BAPTIST AMBULATORY SERVICES INC | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 421573814 | HOLDING COMPANY | FL | NA | C | 0 | 0 | 0.00000 | |||||
| BHE REALTY INC | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 900152617 | R.ESTATE BROKER | FL | NA | C | 0 | 0 | 0.00000 | |||||
| BAPTIST ANCILLARY SERVICES INC | ||||||||||||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | 550800138 | HOLDING COMPANY | FL | NA | C | 0 | 0 | 0.00000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HEALTH SOUTH FLORIDA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 139424 | AmountInvolved |