2012-08-15T16:00:25-07:00 2011-09-30 990 2010-10-01 590747311 Southern Baptist Hospital of Florida Inc SOUT 9042021797 3563 Philips Hwy Bldg F Ste 608 Attn Mike Lee Jacksonville FL 322075663 Michael Lukaszewski 9042022852 2012-08-15 2010 2016-02-24 21:20:13Z X Baptist Medical Center & Baptist Medical Center South A Hugh Greene 800 Prudential Dr Jacksonville FL 32207 863311737 0 X e-baptisthealth.com X 1965 FL Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. 13 7 5986 231 484349 0 3129600 11476669 821586877 835083336 45220411 4523609 12461943 10840420 882398831 861924034 2568148 1783709 0 0 339343947 355223385 0 0 0 395195926 412520391 737108021 769527485 145290810 92396549 1343254200 1434479806 766731065 794582173 576523135 639897633 Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. 0 0 731527195 1783709 861924034 Southern Baptist Hospital of Florida, Inc. (SBHF) is a subsidiary of Baptist Health System, Inc. (the Parent), a tax-exempt parent holding company located in Jacksonville, Florida. SBHF is a tax-exempt organization that operates two acute care hospitals, Baptist Medical Center (BMC) and Baptist Medical Center South (BMCS). The two hospitals have 619 and 225 liscensed beds, respectively. BMC is a full-service, Magnet-designated tertiary care hospital representing nearly all major specialties. A Magnet hospital is the highest honor a healthcare organization can receive for excellence in patient care. This flagship hospital is also home to Baptist Heart Hospital, offering comprehensive, high-quality cardiovascular care, and Wolfson Children's Hospital (WCH), the only full-service tertiary hospital for children in the region, serving North Florida, South Georgia and beyond. BMC is consistently rated Jacksonville's "Most Preferred Healthcare Provider" by consumers in the annual National Research Corporation survey. BMC and BMCS were named during 2011 to the U.S. News & World Report's "Best Hospitals by Metro Area" ranking for the Jacksonville area. To achieve Best Hospital by Metro Area ranking requires a hospital to achieve "a strong record of high performance" scoring in the top 25 percent among peers in one or more of 16 medical specialties. BMC and BMCS had nine medical specialties ranked as "high-performing", more than any other hospitals in the area. The specialties included diabetes and endocrinology, ear, nose and throat, gastroenterology, geriatrics, gynecology, heart and heart surgery, neurology and neurosurgery, pulmonology, and urology. WCH was recognized during the fiscal year as one of America's Best Children's Hospitals by U.S. News & World Report. WCH ranked among the top 50 children's hospitals in the U.S. in four pediatric subspecialties: diabetes and endocrinology, urology, and neurology and neurosurgery. WCH was also selected as one of only two children's hospitals in Florida to receive Magnet status in 2007. WCH is a growing center of research and a leading teaching hospital dedicated to training tomorrow's pediatric doctors, nurses and technical staff. WCH has continually expanded in both size and services to meet the evolving needs of the region. WCH is currently adding four new pediatric floors that will include more family suites and suport areas, as well as additional surgery, research and education facilities to ensure that children continue to have access to the finest care and treatment. BHS expanded its circle of care in 2005 by adding BMCS to serve the rapidly growing neighborhoods in Northeast Florida. BMCS is also a Magnet hospital and a full-service healthcare facility offering vital services such as radiology, surgery, emergency care, oncology, sleep lab, and many more. In 2010, BMCS was awarded an Excellence Through Insight award for "Highest Community Perception of Quality" by HealthStream Research, Inc. For fiscal year 2011, SBHF had 39,647 admissions accounting for 196,995 patient days, 169,885 emergency room visits, 69,900 home health visits and 48,274 mental health visits. SBHF primary focus is addressing unmet health needs, particularly among vulnerable populations who have limited health resources and access to health care. SBHF's community health efforts are guided by the Community Health Committee, which is comprised of selected BHS board members from across our health system. A cornerstone of SBHF's commitment to the community is caring for the health of vulnerable, uninsured and underserved people among us. During fiscal year 2011, SBHF provided the following uncompensated care and community benefit: (1) Charity care - $25.5 million, (2) Unreimbursed Medicaid Costs - $31.2 million, (3) Unreimbursed Medicare Costs - $34.0 million, (4) Specific Community Programs - $8.4 million, and (5) Unreimbursed Bad Debt Expenses, $6.9 million, for a total of $106 million of uncompensated care and community benefits. 0 0 0 731527195 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 378 0 5986 1 1 1 0 0 0 0 0 0 0 0 0 X 13 7 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 X X Scott Finnegan 9042023270 841 Prudential Dr Suite 1602 Jacksonville FL 32207 M C Harden III 2 X X 0 0 0 Charles E Hughes Jr 2 X X 0 0 0 A Hugh Greene 40 X X 935923 0 406991 Richard L Sisisky 2 X X 0 0 0 Charles C Baggs 2 X 0 0 0 Joe Louis Barrow Jr 2 X 0 0 0 Richard D Glock MD 2 X 0 0 0 Jack R Groover MD 0 X 0 0 0 Preston H Haskell 2 X 0 0 0 Robert E Hill Jr 2 X 0 0 0 Barbara G Jaffe 2 X 0 0 0 William C Mason 2 X 18043 0 0 Christine R Milton 2 X 0 0 0 Ava Parker 2 X 0 0 0 Carol C Thompson 2 X 1391 0 0 John H Williams Jr 2 X 0 0 0 John F Wilbanks 40 X 520205 0 182738 Harvey Granger 40 X 441702 0 171606 Michael Lukaszewski 40 X 504752 0 47190 Keith L Stein MD 40 X 486688 0 86605 Michael Aubin 40 X 0 0 0 Joseph M Mitrick 40 X 347558 0 79153 Ronald Robinson 40 X 256884 0 67522 Larry Freeman 40 X 254712 0 89251 Roland A Garcia 40 X 411253 0 78171 Marlene Spalten 40 X 361592 0 23817 Jerry A Bridgham MD 40 X 325502 0 28017 Gerardo Olivera 40 X 312239 0 18695 Carolyn Johnson 40 X 300079 0 39992 5478523 0 1319748 171 0 1 0 University of Florida Jacksonville Physicians Inc PO Box 44008 Jacksonville FL 322314008 Physician specialty services for children's hospital 5591571 Haskell Company 111 Riverside Ave Jacksonville FL 32231 Construction services 5056173 Nemours Children's Clinic 10140 Centurion Parkway N Jacksonville FL 32256 Physician and medical services for children's hospital 4402138 University of Florida 580 W 8th St 5th Floor Jacksonville FL 32209 Pediatric physician residency program serving children's hospital 2717134 Sodexho Inc & Affiliates PO Box 536922 Atlanta GA 303536922 Management fees - cafeteria & environ services 2021280 32 0 0 0 11167842 0 308827 0 11476669 Net patient service revenues 622000 835079480 835079480 0 0 Partnership income related to program services 541900 3856 0 3856 0 0 0 0 0 835083336 4337560 0 0 4337560 0 0 0 0 0 0 0 0 4056983 0 382473 0 3674510 0 3674510 0 0 3674510 0 1191279 0 1005230 0 186049 186049 186049 0 0 0 Restaurant revenues 722100 5006175 0 0 5006175 Reference lab revenues 621500 1633899 0 480493 1153406 Vending machine revenues 722210 323895 0 0 323895 201941 0 0 201941 7165910 861924034 835265529 484349 14697487 1783709 1783709 0 0 0 0 0 0 6796881 0 6796881 0 0 0 0 0 233641820 223361578 10280242 0 18594419 17467924 1126495 0 77430763 73574711 3856052 0 18759502 17118046 1641456 0 4436451 2256823 2179628 0 456711 228356 228355 0 245984 245984 0 0 38040 0 38040 0 0 0 0 0 0 0 35127202 33866135 1261067 0 1348181 674091 674090 0 175071072 170116561 4954511 0 6413239 6190700 222539 0 104871 104871 0 0 21404588 20636163 768425 0 1281222 1064183 217039 0 0 0 0 0 1644140 1359539 284601 0 6603947 6374790 229157 0 0 0 0 0 48958181 47259332 1698849 0 6231882 6015636 216246 0 Provision for bad debts 73894618 73894618 0 0 Purchased services 14461121 13959320 501801 0 Indigent care/NIC/other state hospital assessments 9329458 9329458 0 0 Bond swap market changes 4152010 3985930 166080 0 Other administrative 1317473 658737 658736 0 769527485 731527195 38000290 0 23416 23916 4661359 5139131 0 0 128272063 134099355 0 0 0 0 0 0 12053607 12828597 12004718 10911632 1103831485 558491230 503176779 545340255 584382982 654475246 0 0 90046 78756 0 3304175 98589230 68278743 1343254200 1434479806 77124274 82583233 0 0 0 0 470527416 477321578 0 0 0 0 0 0 0 0 219079375 234677362 766731065 794582173 X 551762519 618916006 16483038 12794613 8277578 8187014 576523135 639897633 1343254200 1434479806 X 92396549 -29022051 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 38040 0 0 38040 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 (g) - During the fiscal year, the organization paid $38,040 to an unrelated firm, BH & Associates, Inc., for State of Florida legislative and executive branch representation concerning hospital-related issues. 13652478 229666 31982 0 707155 0 13206971 12440512 133141 1230016 0 151191 0 13652478 13034648 187203 -241049 0 540290 0 12440512 0.2465 0.6199 0.1336 0 1 1 0 17584054 17584054 0 551390940 221575671 329815269 0 0 0 0 0 434971644 332062651 102908993 0 99884847 4852908 95031939 545340255 Stock - Principal Financial 78756 F 78756 Interest in net assets of Baptist Health System Foundation, Inc. 21864531 Advances to affiliated organizations, net 25267842 Other assets 21146370 68278743 0 Pension liability 157364578 Bond swap market valuation 21216010 Hospital self-insurance trust 21100134 SERP liability 20267017 Estimated third-party settlements 10356980 Worker's comp. self-insurance trust 3412488 Other liabilities 960155 234677362 861924034 769527485 92396549 0 0 0 0 -29022051 -29022051 63374498 851524529 0 0 0 0 0 851524529 0 10399505 10399505 861924034 769527485 0 0 0 0 0 769527485 0 0 0 769527485 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Southern Baptist Hospital of Florida, Inc (SBHF) endowment funds are held by its related affiliate, Baptist Health System Foundation, Inc. (BHF). BHF's endowment policy allows annually that 5% of the combined endowment corpus and accumulated earnings become available for spending on capital projects of SBHF. SchD_P10_S00_L02 Schedule D, Part X, Line 2 (In thousands) Deferred income taxes, which as of September 30, 2011 and 2010, have no net carrying value, reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amounts used for income tax purposes. As of September 30, 2011 and 2010, Baptist Health System, Inc. (BHS), the parent affiliate of Southern Baptist Hospital of Florida, Inc., had deferred tax assets of $15,901 and $16,536 respectively, relating principally to net operating loss carryovers. ASC 740-10-50-3, Income Taxes: Disclosure, requires a valuation allowance to reduce the deferred tax assets reported if, based on the weight of the evidence, it is more likely than not that some portion or all of the deferred tax assets will not be realized. After consideration of all the evidence, both positive and negative, management determined that a $15,901 and $16,536 allowance at September 30, 2011 and 2010, respectively, was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. The change in the valuation allowance for the current year is $635. At September 30, 2011, BHS has available net operating loss carryforwards of $42,255, of which $1,147 expires at the start of fiscal year 2012. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 (1) Unrestricted net assets: Changes related to pension and executive compensation other than period costs, ($8,962,559); Transfers to affiliated organizations, ($16,491,111); Contributions for the purchase of property, plant and equipment, $210,609 (2) Restricted net assets: Contributions, $7,664,716; Investment gains, $32,963; Net assets released from restrictions, ($11,476,669). SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Net assets released from restrictions used for the purchase of property, plant and equipment included as revenue per Form 990 and as an increase in unrestricted net assets per audited financial statements. 1 1 X 1 X 1 X 1 1 1 0 1 1 25553340 0 25553340 0.0367 31110969 0 31110969 0.0447 0 0 0 0 0 0 56664309 0 56664309 0.0814 1417821 0 1417821 0.002 3427270 0 3427270 0.0049 8789279 6686590 2102689 0.003 0 0 0 0 1452526 0 1452526 0.0021 0 0 15086896 6686590 8400306 0.0120 0 0 71751205 6686590 65064615 0.0934 0 6942755 0 170450886 204445826 -33994940 X 1 1 2 1 Baptist Medical Center

800 Prudential Dr Jacksonville FL 32207

X X X X X X 2 Baptist Medical Center South

14550 Old St Augustine Rd Jacksonville FL 32258

X X X Baptist Medical Center 1 0 1 1 200 1 400 1 X X X X X X X X 1 1 X 1 X X 1 X X X X X 1 X 1 0 Baptist Medical Center South 2 0 1 1 200 1 400 1 X X X X X X X X 1 1 X 1 X X 1 X X X X X 1 X 1 0 6 Baptist Behavioral Health

4160 University Blvd S Jacksonville FL 32216

Comprehensive mental health services. Baptist Behavioral Health

87010 Professional Way Yulee FL 32097

Comprehensive mental health services in Nassau County. Baptist Behavioral Health

900 Beach Blvd Ste 930 Jacksonville Beach FL 32250

Comprehensive mental health services in the beaches' communities. Baptist Behavioral Health

13241 Bartram Park Blvd Ste 1901 Jacksonville FL 32258

Comprehensive mental health services in the Mandarin community. Baptist Behavioral Health

Reid Medical Bldg 1325 San Marco Blvd Ste 500 Jacksonville FL 32207

Comprehensive mental health services in the San Marco community. Baptist Behavioral Health

Howard Bldg 800 Prudential Dr Ste 510/512 Jacksonville FL 32207

Comprehensive mental health services at BMC's downtown hospital campus. SchH_P01_S00_L07 Schedule H, Part I, Line 7 The organization uses a cost-to-charge ratio based on its cost accounting system. SchH_P01_S00_L072f Schedule H, Part I, Line 7, Column f Bad debt expense of $73,894,618 was included in Form 990, Part IX, Line 25, column (A), but was not included in the percentage calculations for Schedule H, Part I, Line 7, column (f), per the Form 990, Schedule H instructions. SchH_P01_S00_L07g Schedule H, Part I, Line 7g Southern Baptist Hospital of Florida, Inc. (SBHF) is one of only two Medical-Surgical hospitals in Duval County that are Baker Act receiving facilities and the only hospital that offers a continuum of Behavioral Health Services. SBHF has a 34-bed adult inpatient unit, adult intensive outpatient and emergency E.D. services, and a 24-hour crisis call center. SBHF's children's hospital, Wofson Children's Hospital, is the only hospital with a Pediatric Psychiatric unit and a Behavioral day-stay program in the region. SBHF believes that Behavioral Health is an essential service to its community even though these programs are operated at a financial loss. SchH_P03_S0A_L04 Schedule H, Part III, Section A, Line 4 The provision for bad debts is based on management's assessments of historical and expected net collections considering business and economic conditions, trends in healthcare coverage and other collection indicators. Accounts receivable are written off after collection effort has been followed in accordance with the organization's policies. Accounts written off as uncollectible are deducted from the allowance for uncollectible patient accounts, and subsequent recoveries are added. Periodically throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category. Bad debt expense at cost is determined by the organization's cost accounting system and cost-to-charge ratio. None of the bad debt expense at cost is included in Schedule H, Part I. SchH_P03_S0B_L08 Schedule H, Part III, Section B, Line 8 Medicare allowable costs of care based on the organization's cost-to-charge ratio and cost accounting system are used to determine the amount reported on Line 6. None of the shortfall reported on Line 7 is included in Schedule H, Part I. SchH_P03_S0C_L09b Schedule H, Part III, Section C, Line 9b Yes, the organization does have a written debt collection policy. The policy does not specifically address those patients who are known to qualify or have applied for charity care as the organization does not bill these patients. The organization's cost accounting system identifies all patients who have a pending or approved charity application. The organization would only bill the patient if, after multiple attempts to obtain any needed documentation from the patient to complete the charity approval process, the patient was noncompliant. SchH_P05_S0B_L11 Schedule H, Part V, Section B, Line 11 Credit scores and existing credit delinquencies are also factors that are used. SchH_P05_S0B_L17 Schedule H, Part V, Section B, Line 17 At every patient access point, "Guidelines for Charity Care Eligibility" cards are provided that contain financial discount and charity care information. This includes a general chart of eligible income levels and encourages patients to speak with our patient financial advocates to arrange a financial evaluation. If seen by one of the organization's patient financial advocates, the patient is advised prior to discharge. All statements to patients provide a number to call if they need financial assistance. All applications for financial assistance are maintained whether or not the patient qualifies. SchH_P05_S0B_L19 Schedule H, Part V, Section B, Line 19 The hospitals have an automatic 40% discount for all uninsured patients. SchH_P05_S0B_L20 Schedule H, Part V, Section B, Line 20 The hospitals have a minimum 40% discount, including those eligible for charity assistance, in addition to further discounts for patients qualified under our Charity Care Policy. On occasion, the net amount billed to such uninsured patients may exceed the net amount billed to insured patients. SchH_P06_S00_L02 Schedule H, Part VI, Line 2 Baptist Health System, Inc. (BHS) is the parent affiliate of Southern Baptist Hospital of Florida, Inc. BHS uses a variety of sources to develop its assessment of community health needs. A health needs assessment was facilitated for 18 church partners located in the urban core to determine the health needs of the congregation and its surrounding community. The urban core is located in Health Zone 1 as identified by the Duval County Health Department. BHS assists each congregation with an anonymous assessment. The organization also retrieves data from the Northeast Florida Counts web site, which is a source of population data and information about the community's health. It is designed as a tool for community assessment, strategic planning, and capacity development. Data is provided for Baker, Clay, Duval, Flagler, Nassau, St. Johns, and Volusia Counties. BHS continues to be an organizing member of a health needs committee comprised of three major non-profit hospitals in the area in addition to other health care agencies that focus on health care needs of the community. BHS is currently involved in a collaborative community health needs assessment with five hospitals and health care organizations that is expected to be completed in June, 2012. SchH_P06_S00_L03 Schedule H, Part VI, Line 3 At every patient access point, "Guidelines for Charity Care Eligibility" cards are provided that contain financial discount and charity care information. This includes a general chart of eligible income levels and encourages patients to speak with one of our patient financial advocates to arrange a financial evaluation. The organization sends statements to patients who have applied for charity care but have not provided all the documentation that is required to make a determination; letters are sent by the organization requesting the information to complete their application. SchH_P06_S00_L04 Schedule H, Part VI, Line 4 Baptist Health System, Inc. (BHS), the parent affiliate of Southern Baptist Hospital of Florida, Inc., includes four licensed hospitals as part of its health system that covers both urban and rural areas. BHS targets underserved and uninsured communities located in the urban core and rural areas to provide service. BHS covers Baker, Clay, Duval, Nassau, and Flagler counties. The population of the community served is largely made up of African Americans with a very small percentage of Caucasians, Hispanic, and Asian culture. The average income in an area of focus located in health zone 1 is $21,000. BHS works with community partners to create a safety net for at-risk children, adolescents, and adults by providing nursing care. BHS continues to provide health care services to low income areas through our partnerships with local churches. SchH_P06_S00_L05 Schedule H, Part VI, Line 5 All Baptist Health System, Inc. (BHS) affiliates, including Southern Baptist Hospital of Florida, Inc., maintain an open medical staff. A designated Community Health Board Committee is established to provide the direction of the community health work based on the community need within the five county area served by BHS. BHS continues to donate more than 1.2 million dollars to support non profit organizations that provide health services to the underserved and low income community. Some of the organizations provide nursing care for mentally and physically disabled children while parents work. Other organizations provide nursing support for a middle and elementary school that is located in one of our most vulnerable communities. Another is the support of health clinics and programs serving needy and vulnerable citizens. SchH_P06_S00_L06 Schedule H, Part VI, Line 6 Southern Baptist Hospital of Florida, Inc., d/b/a Baptist Medical Center, is the largest licensed hospital in the Baptist Health System and coordinates the majority of community health initiatives for the hospital system. However, each affiliate hospital is involved in health initiatives in their immediate community. Direct health care service is the primary initiative provided for uninsured and low income adults and families. SchH_P06_S00_L07 Schedule H, Part VI, Line 7 Baptist Health System, Inc. (BHS), parent affiliate of Southern Baptist Hospital of Florida, Inc. and its related affiliates, are all located within the Northeast Florida quadrant. An annual Community Benefit Report is published and available on the e-baptisthealth.com website. 1 IM Sulzbacher Center for the Homeless 611 E Adams St Jacksonville FL 32202 593229898 501(c)(3) 62500 0 book Downtown Homeless Ronald McDonald House 824 Childrens Way Jacksonville FL 32207 592625008 501(c)(3) 45000 0 book Health and well being of children We Care Jax 900 University Blvd N Jacksonville FL 32211 593431724 501(c)(3) 35000 0 book Indigent Healthcare Volunteers in Medicine 41 E Duval St Jacksonville FL 32202 753002172 501(c)(3) 30000 0 book Health Clinic Downtown United Way of Northeast Florida 1301 Riverplace Blvd Ste 400 Jacksonville FL 32207 590637825 501(c)(3) 100000 0 book Eyeglasses Sister to Sister Foundation 4701 Willard Ave Ste 223 Chevy Chase MD 20815 000000000 501(c)(3) 16240 0 book Women's Heart Connection Susan G Komen Breast Cancer Foundation Inc 2950 Halcyon Ln Ste 501 Jacksonville FL 32223 751835298 501(c)(3) 10000 0 book Breast Health Pine Castle Inc 4911 Spring Park Rd Jacksonville FL 32207 590704733 501(c)(3) 12800 0 book Developmentally Disabled Adults Community Hospice of NE FL 4266 Sunbeam Rd Jacksonville FL 32257 591940256 501(c)(3) 211900 0 book Pediatric Hospice Medical Leadership Jacksonville Jaguars Foundation Inc One Stadium Pl Jacksonville FL 32202 593249687 501(c)(3) 82330 0 book Teen Fitness The Tom Coughlin Jay Fund Foundation Inc PO Box 50798 Jacksonville Beach FL 32240 593426937 501(c)(3) 40000 0 book Assists Children with Cancer Wolfson Childrens' Hospital 800 Prudential Dr Jacksonville FL 32207 590747311 501(c)(3) 20000 0 book Autism Symposium Florida Bioethics Network PO Box 100222 Gainesville FL 32610 000000000 501(c)(3) 15000 0 book Health Care Research Duval County Public Schools 1701 Prudential Dr Jacksonville FL 32207 000000000 501(c)(3) 16000 0 book Wellness Awareness Program Baptist Health System Foundation Inc 841 Prudential Dr Aetna Bldg 13th Floor Jacksonville FL 32207 592487135 501(c)(3) 120000 0 book Tipping the Scale Jacksonville University 2800 University Blvd N Jacksonville FL 32211 590624412 501(c)(3) 45000 0 book JU Athletic Program The Bridge of NE FL Inc 1824 Pearl St Jacksonville FL 32209 591406016 501(c)(3) 25000 0 book Health Clinic Youth Crisis Center 3015 Parental Home Rd Jacksonville FL 32216 592176287 501(c)(3) 15000 0 book Nursing for Children Elder Care Jax 800 Prudential Dr Jacksonville FL 32207 000000000 501(c)(3) 37154 0 book Direct Assistance Women's Board 841 Prudential Dr Aetna Bldg 13th Floor Jacksonville FL 32207 000000000 56000 0 book Florida Forum - Support of Women's Board Museum of Science and History 1025 Museum Circle Jacksonville FL 32207 590651090 501(c)(3) 40000 0 book The Body Human Health Planning Council of NE Florida 644 Cesery Blvd Ste 210 Jacksonville FL 32211 592247189 501(c)(3) 36000 0 book Community Assessment American Lung Association of Florida 6852 Belfort Oaks Pl Jacksonville FL 32216 590662271 501(c)(3) 12500 0 book Health research UNF One UNF Dr Jacksonville FL 32224 237167701 501(c)(3) 10000 0 book Center for Global and Medical Diplomacy CureSearch 5970 Fairview Rd Ste 718 Charlotte NC 28210 000000000 501(c)(3) 10000 0 book Children's Cancer Research NEFHIE 555 Bishopgate Ln Jacksonville FL 32204 000000000 501(c)(3) 10000 0 book Healh Information Exchange I-Care 2650 Park St Jacksonville FL 32204 593332540 501(c)(3) 8000 0 book Community Support Church Group 26 1 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Our community health efforts are guided by the organization's Community Health Committee, comprised of selected Baptist Health System board members (Baptist Health System, Inc. is the parent affiliate of Southern Baptist Hospital of Florida, Inc.). The committee provides strategic direction related to our community health activities and ensures we focus on key priorities that align with our mission. X X X X 0 1 0 0 0 0 0 0 0 A Hugh Greene 635023 0 270900 0 30000 0 392827 0 14164 0 1342914 0 0 0 John F Wilbanks 367392 0 137813 0 15000 0 169216 0 13522 0 702943 0 0 0 Harvey Granger 327477 0 99225 0 15000 0 153278 0 18328 0 613308 0 0 0 Keith L Stein MD 359713 0 114975 0 12000 0 73565 0 13040 0 573293 0 0 0 Michael Lukaszewski 345772 0 143980 0 15000 0 33730 0 13460 0 551942 0 0 0 Joseph M Mitrick 281556 0 56002 0 10000 0 60936 0 18217 0 426711 0 0 0 Larry Freeman 203212 0 41500 0 10000 0 76810 0 12441 0 343963 0 0 0 Ronald Robinson 203884 0 43000 0 10000 0 50058 0 17464 0 324406 0 0 0 Roland A Garcia 306753 0 94500 0 10000 0 64847 0 13324 0 489424 0 0 0 Marlene Spalten 178947 0 38850 0 143795 0 11637 0 12180 0 385409 0 131795 0 Jerry A Bridgham MD 262121 0 53381 0 10000 0 9800 0 18217 0 353519 0 0 0 Carolyn Johnson 148219 0 30364 0 121496 0 28244 0 11748 0 340071 0 111496 0 Gerardo Olivera 233739 0 78500 0 0 0 1547 0 17148 0 330934 0 0 0 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Southern Baptist Hospital of Florida, Inc. has two active Supplemental Nonqualified Retirement Plans (SERPs). One is for certain executives (Supplemental Executive Retirement Plan) and the other is for certain vice-presidents (Vice-President Supplemental Executive Retirement Plan). These Serps are plans described in IRS Section 457(f). The benefits under these plans accrue during each executive's term of employment. These benefits are unvested and subject to forfeiture until the covered employee reaches retirement age. The following individuals accrued unvested benefits under these plans during 2011: A Hugh Greene, $362,706, John F. Wilbanks, $140,879, Harvey Granger, $124,136, Larry J. Freeman, $43,569, Keith L. Stein, $47,537, Joseph M. Mitrick, $33,269, Ronald G. Robinson, $24,713, and Roland A. Garcia, $36,508. These amounts were included in Schedule J, Part II, Column (c) for each of the listed individuals. Marlene Spalten and Carolyn Johnson reached retirement age under the plan and their benefits vested. Included in Schedule J, Part II, column (B)(iii) Other reportable compensation are vested distributions of $131,795 to Marlene Spalten and $111,496 to Carolyn Johnson. Jacksonville Health Facilities Authority Variable Rate Hospital Revenue Bonds Series 2003A 2003B 469404TS6 2003-06-01 125000000 Hospital capital improvements 0 0 0 Jacksonville Health Facilities Authority Variable Rate Hospital Revenue Bonds Series 2004 469404TV9 2004-11-01 50000000 Hospital capital improvements 0 0 0 Jacksonville Health Facilities Authority Hospital Revenue Bonds Series 2007A 469404TW7 2007-02-01 65000000 Hospital capital improvements 0 0 0 Jacksonville Health Facilities Authority Variable Rate Hospital Revenue Bonds Series 2007B 469404UL9 2007-02-01 35000000 Hospital capital improvements 0 0 0 0 0 125000000 0 0 0 320233 0 0 124679767 0 0 2003 0 0 1 1 0 0 50000000 0 0 0 181632 0 0 49818368 0 0 2004 0 0 1 1 0 0 65000000 0 0 0 298776 1393416 0 64701224 0 0 2007 0 0 1 1 0 0 35000000 0 0 0 80352 0 0 34919648 0 0 2007 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 Wells Fargo 11.8 0 0 0 0 0 Jacksonville Health Facilities Authority Variable Rate Hospital Refunding Bonds Series 2007CDE 469404UN5 2007-05-01 110935000 Refund Series 1997A bonds 0 0 0 Jacksonville Health Facilities Authority Variable Rate Hospital Revenue Notes Series 2009 469404UM7 2009-09-01 30000000 Hospital capital improvements 0 0 1 Jacksonville Health Facilities Authority Hospital Revenue Extendable Notes Series 2010ABC 2010-06-01 54000000 Hospital capital improvements 0 0 0 Jacksonville Health Facilities Authority Hospital Revenue Extendable Notes Series 2010ABC 2010-11-01 7000000 Hospital capital improvements 0 0 0 0 0 110935000 0 0 0 234528 0 0 110700472 0 0 2007 0 1 1 1 0 0 30000000 0 0 0 92060 0 0 29907940 0 0 2009 0 0 1 1 1800000 0 54000000 0 0 0 231500 0 0 53768500 0 0 2010 0 0 1 1 0 0 0 0 0 0 0 0 0 7000000 0 0 2010 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 1 UBS and Wells Fargo Banks 16.1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 Jacksonville Health Facilities Authority Hospital Extendable Notes Series 2010ABC 2010-12-01 14000000 Hospital capital improvements 1 1 0 0 0 14000000 0 0 0 0 0 0 14000000 0 0 2010 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 Haskell Company Director 5056173 Construction services 0 Harden & Associates Inc Director 834000 Employee ben. insurance commissions 0 Harden & Associates Inc Director 174300 Insurance consulting fees 0 Phillip G Cottrell Employee 51606 Family member of director 0 Cheryl J Million Employee 46999 Family member of director 0 Blair Sherman Employee 46307 Family member of director 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The organization has a sole corporate member, Baptist Health System, Inc., whose Board of Directors elects the members of the organization's governing body. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The Board of Directors of Baptist Health System, Inc., the sole corporate member of the organization, elects the members of the governing body of the organization. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b While the organization's governing body did not review the Form 990, the Executive Committee of the Board of Directors of Baptist Health System, Inc., the sole corporate member of the organization, reviewed the organization's Form 990 prior to its filing. The Executive Committee of the Board of Baptist Health System, Inc. consists of seven (7) members of its Board of Directors and is authorized by its Bylaws to act on behalf of its Board of Directors. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Board of the organization's sole member, Baptist Health System, Inc., has a Conflicts of Interest Committee which regularly reviews the required disclosures of potential conflicts of interest by the Directors and Officers of the organization and its affiliates and recommends any action to be taken with regard to such disclosures. In accordance with Conflicts of Interest Policy, during meetings of the organization's governing body, a Director who may have a conflict of interest is excused from discussion by the governing body about any transaction or matter that may have given rise to the Director's actual or potential conflict of interest. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 In accordance with the Executive Compensation policy of Baptist Health System, Inc. (BHS), the organization's sole member, BHS's Compensation Committee (made up of independent Directors of BHS) engages annually a third party compensation consultant who provides a database composed of current data regarding compensation paid for each executive position by similarly situated tax exempt health systems in the country. These health systems are generally the same size as BHS, considering revenue and other appropriate indicators. The group of comparator companies that is derived on the above stated paramaters comprise the "Market". When the Committee meets with such consultant, the consultant provides to Committee members compensation target levels that are competitive with the Market. Generally, the median of the Market is targeted. The actual amount that health system executives receive as compensation may be higher or lower than the median, depending on the health system and the individual's performance. The objective is to have a strong link between the health system and individual's performance and executive compensation such that if the health system and the individual perform at an optimal level, his or her compensation is in the higher range of the Market. Conversely, if either health system or individual performance is below expectation, compensation may be in the lower range of the Market. The minutes of the annual Compensation Committee minutes are recorded by the Committee's compensation consultant and are approved promptly by the Chair of such Committee. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Upon receiving a request from anyone, the organization will supply a copy of its governing documents, Conflicts of Interest Policy, financial statements and its most recently filed Form 990. Copies of the organization's Audited Financial Statements are on file with Florida's Agency for Health Care Administration. F990_P11_S00_L05 Form 990, Part XI, Line 5 (1) Unrestricted net assets: Changes related to pension and executive compensation other than period costs, ($8,962,559); Transfers to affiliated organizations, ($16,491,111); Contributions for the purchase of property, plant and equipment, $210,609 (2) Restricted net assets: Contributions, $7,664,716; Investment gains, $32,963; Net assets released from restrictions, ($11,476,669). Baptist Medical Center of the Beaches Inc 1350 13th Ave S Jacksonville Beach FL 32250 592980620 Hospital FL 501(c)(3) 3 Baptist Health System Inc 0 Baptist Medical Center of Nassau Inc 1250 S 18th St Fernandina Beach FL 32034 593234721 Hospital FL 501(c)(3) 3 Baptist Health System Inc 0 Baptist Health System Inc 800 Prudential Dr Jacksonville FL 32207 592487136 Management assistance to health system FL 501(c)(3) 11a N/A 0 Baptist Health System Foundation Inc 841 Prudential Dr Aetna Bld 13th Flr Jacksonville FL 32207 592487135 Fundraising for health system FL 501(c)(3) 7 Baptist Health System Inc 0 Baptist Health Properties Inc 3563 Philips Hwy Bld A Ste 106 Jacksonville FL 32207 592487133 Manage property for health system FL 501(c)(3) 11a Baptist Health System Inc 0 Baptist Health Ambulatory Services Inc 3563 Philips Hwy Bld A Ste 106 Jacksonville FL 32207 593410739 Cancer education & research for health system FL 501(c)(3) 11a Baptist Health System Inc 0 Pavilion Associates Ltd 3563 Philips Hwy Bld A Ste 106 Jacksonville FL 32207 592505491 Property management FL Southern Baptist Hospital of Florida Inc Excluded 1650234 6684067 0 0 0 0.985 Pavilion Health Services Inc 3563 Philips Hwy Bld A Ste 106 Jacksonville FL 32207 592059710 Physician practices/retail pharmacies FL N/A C 0 1 1 0 1 0 0 0 1 1 0 1 1 1 1 1 0 0