BAPTIST HEALTH SYSTEM FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HEALTH SYSTEM FOUNDATION INC (EIN 59-2487135)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-14
- IRS object ID
- 201242279349302414
- Schema version
- 2010v3.4
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T11:50:02-07:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592487135 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Health System Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAPT | NameControl |
| Phone | 9042021797 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3563 Philips Hwy - Bld F - Ste 608 | AddressLine1 |
| Address Line2 | Attn - Mike Lee | AddressLine2 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mike Lukaszewski | Name |
| Title | CFO | Title |
| Phone | 9042022852 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| 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 |
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | A Hugh Greene | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 Prudential Dr | AddressLine1 |
| Address Line2 | Aetna Bldg Ste 1601 | AddressLine2 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16622323 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | e-baptisthealth.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 970 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9405541 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13672749 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3146088 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16154 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 773445 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2158559 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13325074 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15847462 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3643763 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12525349 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2385030 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4048483 | OtherExpensePriorYear |
| Other Expenses Current Year | 3011762 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7692246 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15537111 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5632828 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 310351 | RevenuesLessExpensesCY |
| Total Assets BOY | 39305078 | TotalAssetsBOY |
| Total Assets EOY | 36972858 | TotalAssetsEOY |
| Total Liabilities BOY | 3384602 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3834612 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35920476 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33138246 | NetAssetsOrFundBalancesEOY |
| Mission Description | Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12656002 | Expense |
| Grants | 12525349 | Grants |
| Revenue | 15847462 | Revenue |
| Description | Baptist Health System Foundation, Inc. plans, develops and coordinates the fundraising activities for Baptist Health System, Inc. and its four licensed hospitals in the northeast Florida region. The proceeds are used to support the exempt charitable activities of these hospitals. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12656002 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Scott Finnegan | NamePerson |
| Telephone Number | 9042023270 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 Prudential Dr | AddressLine1 |
| Address Line2 | Aetna Bldg Ste 1602 | AddressLine2 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| C Mac Holley | ||||||
| Chairman & Trustee | 2 | X | X | 0 | 0 | 0 |
| Dennis Blackburn | ||||||
| Vice Chairman & Trustee | 2 | X | X | 0 | 0 | 0 |
| Joseph F Thompson | ||||||
| Secretary & Trustee | 2 | X | X | 0 | 0 | 0 |
| Neil Von Stein | ||||||
| Treasurer & Trustee | 2 | X | X | 0 | 0 | 0 |
| Chris Ball | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Kathy Barco-Jossim | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Stacy Berg | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Paul C Bosland | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Robin Bradbury | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Arthur Browning MD | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Sylvia Coma | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Michael Diaz | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Larry Fairman | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Michael Grebe | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| William L Green | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Gerald Kunkle | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Andrew Leber | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Arthur Lee | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Shannon Miller | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Kurt Mori MD | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Shyam B Paryani MD | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Unni Thomas MD | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Cleve W Warren | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| John J Williams Jr | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Michael Wolfson | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| A Hugh Greene | ||||||
| President | 0 | X | X | 0 | 935923 | 406991 |
| Marlene Spalten | ||||||
| Vice President | 40 | X | 0 | 361592 | 23817 | |
| Michael Lukaszewski | ||||||
| Asst. Treasurer | 0 | X | 0 | 504752 | 47190 | |
| Harvey Granger | ||||||
| Asst. Secretary | 0 | X | 0 | 441702 | 171606 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2243969 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 649604 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Three Atlanta LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 359 East Paces Ferry Rd 300 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Marketing and advertising services | DescriptionOfServices |
| Compensation | 1406463 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 2263105 | FundraisingEvents |
| Related Organizations | 3001800 | RelatedOrganizations |
| Government Grants | 209000 | GovernmentGrants |
| All Other Contributions | 8198844 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 13672749 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16154 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,154 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2933420 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2263105 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 774861 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2158559 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,158,559 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15847462 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,174,713 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12009545 | Total |
| Program Services | 12009545 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515804 | Total |
| Program Services | 515804 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81872 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 21110 | ManagementAndGeneral |
| Fundraising | 60762 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5141 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5141 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15439 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 15439 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1454986 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1454986 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109575 | Total |
| Program Services | 98630 | ProgramServices |
| Management And General | 10945 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74118 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 74118 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77246 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 7725 | ManagementAndGeneral |
| Fundraising | 69521 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14606 | Total |
| Management And General | 4711 | ManagementAndGeneral |
| Fundraising | 9895 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22126 | Total |
| Program Services | 22126 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9897 | Total |
| Program Services | 9897 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Salaries & wages | 869094 | 0 | 361592 | 507502 |
| Employee benefits | 277662 | 0 | 69416 | 208246 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15537111 | Total |
| Program Services | 12656002 | ProgramServices |
| Management And General | 496079 | ManagementAndGeneral |
| Fundraising | 2385030 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1781016 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6927617 | BOY |
| EOY | 6368468 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6272 | BOY |
| EOY | 17805 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 194991 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 115932 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59256 | BOY |
| EOY | 79059 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30530917 | BOY |
| EOY | 30507276 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39305078 | BOY |
| EOY | 36972858 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120279 | BOY |
| EOY | 147661 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3264323 | BOY |
| EOY | 3686951 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3384602 | BOY |
| EOY | 3834612 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5318 | BOY |
| EOY | 302480 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25557999 | BOY |
| EOY | 22194143 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10357159 | BOY |
| EOY | 10641623 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35920476 | BOY |
| EOY | 33138246 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39305078 | BOY |
| EOY | 36972858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 310351 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3092581 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6686740 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10169843 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6438400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9405541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13672749 | CurrentTaxYear |
| Total | 46373273 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6686740 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10169843 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6438400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9405541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13672749 | CurrentTaxYear |
| Total | 46373273 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5745595 | AmountsSubstContributorsTotal |
| Public Support Total170 | 40627678 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4111167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 84197 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -355733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3146088 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16154 | CurrentTaxYear |
| Total | 7001873 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 773445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2158559 | CurrentTaxYear |
| Total | 2932004 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 56307150 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72154 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70468 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Net income from fundraising events, Form 990, Part VIII, Line 8c. | GeneralExplanation |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18898310 | BeginningOfYearBalance |
| Contributions | 552466 | Contributions |
| Investment Earnings Or Losses | 8844 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 437453 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 19022167 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17054000 | BeginningOfYearBalance |
| Contributions | 294000 | Contributions |
| Investment Earnings Or Losses | 1700000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 279000 | OtherExpenditures |
| Administrative Expenses | -129310 | AdministrativeExpenses |
| End Of Year Balance | 18898310 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16939000 | BeginningOfYearBalance |
| Contributions | 486000 | Contributions |
| Investment Earnings Or Losses | -42000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 329000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 17054000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.3479 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.5594 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.0927 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 22276 | OtherCostOrOtherBasis |
| Depreciation | 1392 | Depreciation |
| Book Value | 20884 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 170640 | OtherCostOrOtherBasis |
| Depreciation | 114540 | Depreciation |
| Book Value | 56100 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2075 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 2075 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 79059 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due to affiliated organizations | $3,457,520 |
| Other liabilities | $229,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3686951 | TotalOfAmounts |
| Total Revenue | 15847462 | TotalRevenue |
| Total Expenses | 15537111 | TotalExpenses |
| Excess Or Deficit For Year | 310351 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 13189 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$3,105,771 | OtherAmount |
| Total Adjustments | -3092582 | TotalAdjustments |
| Excess Or Deficit Per FS | -2782231 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13607334 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 13607334 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2240128 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2240128 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15847462 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16311972 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 774861 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 774861 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15537111 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15537111 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Endowment funds are used by the organization to fund capital projects for its affiliated 501(c)(3) hospitals and reimbursement for approved operational expenses by these hospitals that are in accordance with written endowment agreements. The endowment policy of the organization limits annual spending to 5% of the accumulated contributions by the donor and accumulated investment earnings of the endowment. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The organization was included in the consolidated audited financial statements of Baptist Health System, Inc. and Subsidiaries. (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 Baptist Health System Foundation, Inc. (BHF), 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 than 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 asset 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) Net transfers from affiliated organizations, ($3,138,576), (2) Other, $32,805. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | (1) Transfers from affiliated organizations, ($3,001,800), (2) Fundraising expenses, $774,861, (3) Investment income on restricted net assets, ($13,189). |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Fund raising expenses included on Form 990, Part VIII, Line 8b. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WCH Marathon | NameOfEvent1 |
| Gross Receipts Event1 | 489634 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 489634 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 0 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 24586 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Fla Forum 2011/12 | NameOfEvent2 |
| Gross Receipts Event2 | 550402 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 168187 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 382215 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 9128 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 157500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 8871 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 11 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1893384 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1605284 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 288100 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 574776 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2933420 | GrossReceiptsTotal |
| Charitable Contributions Total | 2263105 | CharitableContributionsTotal |
| Gross Revenue Total Events | 670315 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9128 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 157500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 608233 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 774861 | DirectExpenseSummaryEvents |
| Net Income Summary | -104546 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| Southern Baptist Hospital of Florida Inc | |||||||||
| 800 Prudential Dr | Jacksonville | FL | 32207 | 590747311 | 501(c)(3) | 11167842 | 0 | book | Baptist Health System Foundation, Inc. is a supporting fundraising organization for its affiliated 501(c)(3) hospitals including Southern Baptist Hospital of Florida, Inc. The cash distributions are used to assist the hospital with the funding of capital projects and program operational expenditures. |
| Baptist Medical Center of Nassau Inc | |||||||||
| 1250 S 18th St | Fernandina Beach | FL | 32034 | 593234721 | 501(c)(3) | 221339 | 0 | book | Baptist Health System Foundation, Inc. is a supporting fundraising organization for its affiliated 501(c)(3) hospitals indlucing Baptist Medical Center of Nassau, Inc. The cash distributions are used to assist the hospital with funding of capital projects and program operational expenditures. |
| Baptist Health Ambulatory Services Inc | |||||||||
| 800 Prudential Dr | Jacksonville | FL | 32207 | 593410739 | 501(c)(3) | 141976 | 0 | book | Baptist Health System Foundation, Inc. is a supporting fundraising organization for its affiliated 501(c)(3) organizations including Baptist Health Ambulatory Services, Inc., whose mission is cancer education and research. The cash distributions are used to assist the organization with funding of program operational expenditures. |
| Baptist Medical Center of the Beaches Inc | |||||||||
| 1350 13th Ave S | Jacksonville | FL | 32250 | 592980620 | 501(c)(3) | 72513 | 0 | book | Baptist Health System Foundation, Inc. is a supporting fundraising organization for its affiliated 501(c)(3) hospitals including Baptist Medical Center of the Beaches, Inc. The cash distributions are used to assist the hospital with funding of capital projects and program operational expenditures. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| The organization provided scholarships during the tax year for 155 recipients who are qualified nursing/medical students, student applicants, or current nurses in the northeast Florida region wishing to further their education. The scholarships are awarded based on an interview process by a scholarship committee that assesses such criteria as the student's financial needs and grades. | 155 | 201660 | 0 | book |
| The organization receives funds through voluntary employee payroll deductions from its related organizations for the purpose of providing financial support to employees with emergency financial needs. Employees meeting requirements of financial need established by the chaplains of the health system may receive financial assistance based on established policies. | 187 | 186791 | 0 | book |
| The organization receives funding from the Scottish Rites to provide financial support to children afflicted with speech and language disorders. Therapy is provided by the organization's affiliated hospital, Southern Baptist Hospital of Florida, Inc. | 86 | 82974 | 0 | book |
| The organizations receives funding from the Patrons of the Heart endowment to provide patient assistance to children, and their families, from underdeveloped countries. Medical assistance is provided by the organization's affiliated hospital, Southern Baptist Hospital of Florida, Inc. | 3 | 21415 | 0 | book |
| The organization has established endowments and project funds to provide assistance to patients with special needs. | 23 | 22964 | 0 | book |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Baptist Health System Foundation, Inc. hosts an annual golf tournament, a fund raising event in the Northeast Florida community. Net proceeds from this event are used to provide scholarships to qualified nursing/medical students, student applicants, or current nurses wishing to further their education. The scholarships are awarded based on an interview process by a scholarship committee that assesses the student's financial needs, grades, and other criteria. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A Hugh Greene | |||||||||||||
| 0 | 635023 | 0 | 270900 | 0 | 30000 | 0 | 392827 | 0 | 14164 | 0 | 1342914 | 0 | 0 |
| Harvey Granger | |||||||||||||
| 0 | 327477 | 0 | 99225 | 0 | 15000 | 0 | 153278 | 0 | 18328 | 0 | 613308 | 0 | 0 |
| Michael Lukaszewski | |||||||||||||
| 0 | 345772 | 0 | 143980 | 0 | 15000 | 0 | 33730 | 0 | 13460 | 0 | 551942 | 0 | 0 |
| Marlene Spalten | |||||||||||||
| 0 | 178947 | 0 | 38850 | 0 | 143795 | 0 | 11637 | 0 | 12180 | 0 | 385409 | 0 | 131795 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L04 | Identifier |
| Return Reference | Schedule J, Part I, Line 4 | ReturnReference |
| Explanation | Baptist Health System, Inc. (BHS), parent affiliate of Baptist Health System Foundation, Inc. (BHF), 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 2010: A. Hugh Greene, $362,706 and Harvey Granger, $124,136. These amounts were included in Schedule J, Part II, Column (c) for each individual. Marlene Spalten reached retirement age under the plan and her benefit vested. Included in Schedule J, Part II, column B(iii) Other reportable compensation is the vested distribution of $131,795 to Marlene Spalten. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 corporate 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 the 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 corporate member, BHS's Compensation Committee (made up of independent directors of BHS) engages annually a third party compensation consultant who provides a database comprised 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 based on the above stated parameters comprise the "Market". When the Committee meets with such consultant, the consultant provides to Committee members 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 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 Baptist Health System, Inc. and Subsidiaries audited Consolidated Financial Statements are on file with Florida's Agency for Health Care Administration. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Temporarily restricted contributions $10,059,938, Net assets released form restrictions ($13,300,210), Net transfers to affiliates ($136,775), Permanently restricted contributions $284,466. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 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 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Southern Baptist Hospital of Florida Inc | |||||||||||
| 800 Prudential Dr | Jacksonville | FL | 32207 | 590747311 | Hospital | FL | 501(c)(3) | 3 | Baptist Health System Inc | 0 | |
| 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 hospital affiliates | FL | 501(c)(3) | 11a | 0 | N/A | |
| Baptist Health Properties Inc | |||||||||||
| 800 Prudential Dr | Jacksonville | FL | 32207 | 592487133 | Real estate & property management for healthcare system | FL | 501(c)(3) | 11a | Baptist Health System Inc | 0 | |
| Baptist Health Ambulatory Services Inc | |||||||||||
| 800 Prudential Dr | Jacksonville | FL | 32207 | 593410739 | Cancer research and education affiliate of healthcare system | FL | 501(c)(3) | 11a | Baptist Health System Inc | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pavilion Health Services Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3563 Philips Hwy | AddressLine1 |
| Address Line2 | Bld A Ste 106 | AddressLine2 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592059710 | EIN |
| Primary Activity | Physician practices/retail pharmacies | PrimaryActivity |
| Legal Domicile State | FL | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baptist Health System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 3001800 | AmountInvolved |
| Method Of Amt Determination | FMV - cash. | MethodOfAmtDetermination |