MISSISSIPPI BAPT HEALTH SYSTEMS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MISSISSIPPI BAPT HEALTH SYSTEMS INC (EIN 64-0306253)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-07-14
- IRS object ID
- 201121959349300832
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-14T15:02:33-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Capitol Street Suite 500 | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 392012190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640306253 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mississippi Baptist Health Systems | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MISS | NameControl |
| Phone | 6019683080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 North State Street | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Russell York | Name |
| Title | CFO | Title |
| Date Signed | 2011-07-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Penny Wood CPA | Name |
| Phone | 6019486700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Russell W York | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 North State Street | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 85206644 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.mbhs.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | MS | StateLegalDomicile |
| Activity Or Mission Description | Mississippi Baptist Health Systems, Inc. (MBHS) is the holding company for several nonprofit entities to which it provides various management and support services. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 213 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 602849 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 537099 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 428657 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 771100 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 46951742 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 83813282 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1686696 | InvestmentIncomePriorYear |
| Investment Income Current Year | 328675 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -5189 | OtherRevenuePriorYear |
| Other Revenue Current Year | -3237 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 49061906 | TotalRevenuePriorYear |
| Total Revenue Current Year | 84909820 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 478768 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 119665 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14994300 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16519508 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 71926 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 114152 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 114152 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 45641845 | OtherExpensePriorYear |
| Other Expenses Current Year | 55565881 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 61186839 | TotalExpensesPriorYear |
| Total Expenses Current Year | 72319206 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -12124933 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12590614 | RevenuesLessExpensesCY |
| Total Assets BOY | 567298517 | TotalAssetsBOY |
| Total Assets EOY | 576059426 | TotalAssetsEOY |
| Total Liabilities BOY | 255792985 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 259849975 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 311505532 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 316209451 | NetAssetsOrFundBalancesEOY |
| Mission Description | MISSISSIPPI BAPTIST HEALTH SYSTEMS, INC.'S (MBHS) FOUNDATION AND TRADITION IS ITS CHRISTIAN HEALING MINISTRY. THE MISSION IS TO SERVE THE COMMUNITY THROUGH CONTINUOUSLY IMPROVING QUALITY MEDICAL CARE AND EFFECTIVE USE OF EDUCATION AND TECHNOLOGY IN A PERSONAL AND COMPASSIONATE ENVIRONMENT. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 41611593 | Expense |
| Grants | 228484 | Grants |
| Revenue | 67292845 | Revenue |
| Description | Mississippi Baptist Health Systems, Inc. (MBHS) is the holding company for several nonprofit entities to which it provides various management and support services. MBHS is the parent company of Mississippi Baptist Medical Center, a 638 bed tertiary medical center, the Mississippi Hospital for Restorative Care, a 25 bed long term acute care hospital, and the Medical Foundation of Central Mississippi, a network of primary care and specialty physicians. Through various partnership relationhships, MBHS also provides home health care, home medical equipment, and adult day care services. Through the decades, MBHS has continued to provide quality, compassionate, christian-based medical care to the people of Mississippi. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 438000 | Expense |
| Description | Mississippi Baptist Health Systems, Inc. (MBHS) operates Baptist Health Line, which offers physician referrals, hospital services referrals, scheduling of classes for hospital services, and the Health Information Library. Baptist Health Line professionals also offer Baptist's Risk Assessment Tools, including the Heart Test,the Health Test, the Woman's Health Check, the Diabetes Test and the Cancer Test. The cost of operating the Baptist Health Line was approximately $438,000 in fiscal year 2010. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 42049593 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 321 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 213 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RUSSELL YORK | NamePerson |
| Telephone Number | 6019681132 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 NORTH STATE STREET | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Rosemary G Aultman | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| J Kane Ditto | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Arthur Skip Jernigan | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| William L Eubank Jr | ||||||||
| Chairman | 2.0 | X | 0 | 0 | 0 | |||
| William D Frazier | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Roderick A Moore | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Sherry S Greener | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| C Randy Voyles | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| EB Martin Jr | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| C Dan Modisett | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Dudley D Wooley | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Gordon H Sansing | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Ronald G Smith | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Robert P Myers MD | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Eric A McVey | ||||||||
| Chief Medical Officer | 8.0 | 440803 | 0 | 133825 | X | |||
| Kurt W Metzner | ||||||||
| Chief Executive Officer | 20.0 | 1608171 | 0 | 30257 | X | |||
| Russell W York | ||||||||
| Chief Financial Officer | 30.0 | 368610 | 0 | 133805 | X | |||
| Bobbie Ware | ||||||||
| Chief Nursing Officer | 2.0 | 261240 | 0 | 81750 | X | |||
| Mark F Slyter | ||||||||
| Chief Operating Officer | 8.0 | 392767 | 0 | 201424 | X | |||
| William B Grete | ||||||||
| VP - General Counsel | 15.0 | 295635 | 0 | 101469 | X | |||
| Roseanne M Snow | ||||||||
| VP - Support Services | 40.0 | 227164 | 0 | 38977 | X | |||
| David A Jackson | ||||||||
| VP - Finance | 5.0 | 262381 | 0 | 45460 | X | |||
| Steve Jackson | ||||||||
| VP Clinical & Ambulatory | 40.0 | 196515 | 0 | 24426 | X | |||
| Michael Stevens | ||||||||
| VP - Business Development | 40.0 | 198796 | 0 | 63870 | X | |||
| C Gerald Cotton | ||||||||
| Former Chief Operating Officer | 10.0 | 434800 | 0 | 38494 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4686882 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 893757 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Brasfield Gorrie LLC | |||||
| 3021 7th Ave South | BIRMINGHAM | AL | 35233 | Construction | 6156936 |
| Mississippi Pathology Assc PLLC | |||||
| PO Box 4198 | JACKSON | MS | 392964198 | Physician Staffing | 3103620 |
| McKesson Technologies Inc | |||||
| PO Box 98347 | CHICAGO | IL | 606938347 | I/S Consulting/Maint | 1951255 |
| Medical Practice Solutions | |||||
| 1600 N State Street Suite 400 | JACKSON | MS | 39202 | Mgmt Services | 1888154 |
| Jackson Anesthesia Associates PA | |||||
| 1151 N State Street Suite 311 | JACKSON | MS | 39202 | Physician Services | 1752000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 97 | NumberOfContractorsGT100K |
| Fundraising Events | 16665 | FundraisingEvents |
| Related Organizations | 26729 | RelatedOrganizations |
| All Other Contributions | 727706 | AllOtherContributions |
| Total Contributions | 771100 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| INTERCOMPANY ALLOCATIONS | 900099 | 49133000 | 49133000 |
| INTERCO & RELATED RENTAL REVENUE | 900099 | 16383156 | 16383156 |
| OTHER OPERATING REVENUE | 900099 | 1354501 | 1354501 |
| NET ASSETS RELEASED FOR OPERATIONS | 900099 | 260222 | 260222 |
| PURCHASE DISCOUNTS | 900099 | 45086 | 45086 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16637317 | TotalRevenueColumn |
| Related Or Exempt Function Income | 116880 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 602849 | UnrelatedBusinessRevenue |
| Exclusion | $15,917,588 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 83813282 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38163 | TotalRevenueColumn |
| Exclusion | $38,163 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 385230 | TotalRevenueColumn |
| Exclusion | $385,230 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 198869 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 293587 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -94718 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -94718 | TotalRevenueColumn |
| Exclusion | -$94,718 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 16665 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 3237 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3237 | TotalRevenueColumn |
| Exclusion | -$3,237 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84909820 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67292845 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 602849 | UnrelatedBusinessRevenue |
| Exclusion | $16,243,026 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119665 | Total |
| Program Services | 119665 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3540696 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 3540696 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9412478 | Total |
| Program Services | 6666363 | ProgramServices |
| Management And General | 2746115 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49190 | Total |
| Program Services | 41266 | ProgramServices |
| Management And General | 7924 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2854060 | Total |
| Program Services | 630399 | ProgramServices |
| Management And General | 2223661 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663084 | Total |
| Program Services | 470385 | ProgramServices |
| Management And General | 192699 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100 | Total |
| Management And General | 1100 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474574 | Total |
| Management And General | 474574 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307460 | Total |
| Management And General | 307460 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127623 | Total |
| Management And General | 127623 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114152 | Total |
| Fundraising | 114152 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134854 | Total |
| Management And General | 134854 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3407694 | Total |
| Program Services | 1346142 | ProgramServices |
| Management And General | 2061552 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2796231 | Total |
| Program Services | 2793527 | ProgramServices |
| Management And General | 2704 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2114667 | Total |
| Program Services | 667387 | ProgramServices |
| Management And General | 1447280 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380104 | Total |
| Program Services | 361124 | ProgramServices |
| Management And General | 18980 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264852 | Total |
| Program Services | 87273 | ProgramServices |
| Management And General | 177579 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100566 | Total |
| Program Services | 70531 | ProgramServices |
| Management And General | 30035 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10779187 | Total |
| Management And General | 10779187 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21794504 | Total |
| Program Services | 21794504 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3478322 | Total |
| Management And General | 3478322 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | 4917202 | 4896417 | 20785 |
| RECRUITMENT EXPENSE | 931031 | 67258 | 863773 |
| TRUST EXPENSE | 778489 | 778489 | |
| MISCELLANEOUS EXPENSE | 769137 | 675096 | 94041 |
| DUES AND SUBSCRIPTIONS | 690347 | 42518 | 647829 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1317937 | Total |
| Program Services | 541249 | ProgramServices |
| Management And General | 776688 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72319206 | Total |
| Program Services | 42049593 | ProgramServices |
| Management And General | 30155461 | ManagementAndGeneral |
| Fundraising | 114152 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18062407 | BOY |
| EOY | 5077780 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1119960 | BOY |
| EOY | 1652698 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1317507 | BOY |
| EOY | 1092520 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2383364 | BOY |
| EOY | 2934941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 517290781 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 274358598 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247320155 | BOY |
| EOY | 242932183 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45631929 | BOY |
| EOY | 50061839 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251463195 | BOY |
| EOY | 272307465 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567298517 | BOY |
| EOY | 576059426 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15775306 | BOY |
| EOY | 16920803 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214775643 | BOY |
| EOY | 208232220 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3503657 | BOY |
| EOY | 3182563 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21738379 | BOY |
| EOY | 31514389 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255792985 | BOY |
| EOY | 259849975 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300208231 | BOY |
| EOY | 304201417 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7192405 | BOY |
| EOY | 7973138 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4104896 | BOY |
| EOY | 4034896 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311505532 | BOY |
| EOY | 316209451 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567298517 | BOY |
| EOY | 576059426 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $127,623 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 127623 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1g: | Identifier |
| Explanation | Lobbying expenses were incurred through the use of lobbying consultants who had direct contact with legislators to discuss various public policy issues and legislative matters. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4104896 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Other Expenditures | 70000 | OtherExpenditures |
| End Of Year Balance | 4034896 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4139592 | BeginningOfYearBalance |
| Contributions | 4062 | Contributions |
| Other Expenditures | 38758 | OtherExpenditures |
| End Of Year Balance | 4104896 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36520674 | OtherCostOrOtherBasis |
| Book Value | 36520674 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 286549656 | OtherCostOrOtherBasis |
| Depreciation | 141332683 | Depreciation |
| Book Value | 145216973 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18310669 | OtherCostOrOtherBasis |
| Depreciation | 7062778 | Depreciation |
| Book Value | 11247891 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 170924904 | OtherCostOrOtherBasis |
| Depreciation | 125963137 | Depreciation |
| Book Value | 44961767 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4984878 | OtherCostOrOtherBasis |
| Book Value | 4984878 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 242932183 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS IN RELATED PARTIES | Description |
| Book Value | 50061839 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 50061839 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| UNAMORTIZED BOND ISSUE COSTS | 1320342 |
| ASSETS LIMITED AS TO USE | 267753636 |
| DEFERRED COMP FUND | 3233487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 272307465 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATION | $1,194,310 |
| INTEREST RATE SWAP VALUATION | $19,086,592 |
| DEFERRED COMP LIABILITY | $3,233,487 |
| PROFESSIONAL LIABILITY INS | $8,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 31514389 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part V, Line 4: | The organization's intended use of its endowment funds is for patient care needs. |
| Part X, Line 2: | Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| Allegian Direct - Gurley | Mail Solicit. | false | 68202 | 63195 | 5007 |
| Stelter | Mail Solicit. | false | 18200 | 47333 | -29133 |
| Aria | Phone Solit. | false | 1925 | 3624 | -1699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 88327 | TotalGrossReceipts |
| Total Retained By Contractors | 114152 | TotalRetainedByContractors |
| Total Net To Organization | -25825 | TotalNetToOrganization |
| Licensed States | MS | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Bike Ride | NameOfEvent1 |
| Gross Receipts Event1 | 16665 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 16665 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 300 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1400 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1537 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 16665 | GrossReceiptsTotal |
| Charitable Contributions Total | 16665 | CharitableContributionsTotal |
| Rent Facility Costs Total Events | 300 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1400 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1537 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 3237 | DirectExpenseSummaryEvents |
| Net Income Summary | -3237 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | 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 | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| PO Box 16808 | Jackson | MS | 392366808 | 135613797 | 501(c)(3) | 10000 | See Part IV |
| Andrew Jackson Council Boy Scouts of America | |||||||
| 855 Riverside Drive | Jackson | MS | 39202 | 340303071 | 501(c)(3) | 7815 | See Part IV |
| First Presbyterian Church Day School | |||||||
| 1390 North State Street | Jackson | MS | 39202 | 640334266 | 501(c)(3) | 10000 | See Part IV |
| Mississippi Main Street Association | |||||||
| 308 East Pearl Street Suite 101 | Jackson | MS | 39201 | 640758649 | 501(c)(3) | 10320 | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 2: | The organization makes cash donations to other charitable organizations to help further their exempt purposes. |
| Part II, Line 1, Column (h): | American Heart Association - To support the programs of the organization Boy Scouts of America - To support the programs of the organization First Presbyterian Church Day School - To support the programs of the organization Mississippi Main Street Association - To support the programs of the organization |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| C Gerald Cotton | ||||||||||||
| 297149 | 0 | 137651 | 0 | 0 | 0 | 16500 | 0 | 21994 | 0 | 473294 | 0 | |
| Eric A McVey | ||||||||||||
| 302714 | 0 | 74689 | 0 | 63400 | 0 | 109431 | 0 | 24394 | 0 | 574628 | 0 | 63400 |
| Kurt W Metzner | ||||||||||||
| 589547 | 0 | 173158 | 0 | 845466 | 0 | 0 | 0 | 30257 | 0 | 1638428 | 0 | 745466 |
| Russell W York | ||||||||||||
| 267939 | 0 | 67575 | 0 | 33096 | 0 | 102811 | 0 | 30994 | 0 | 502415 | 0 | 33096 |
| William B Grete | ||||||||||||
| 218720 | 0 | 56425 | 0 | 20490 | 0 | 77619 | 0 | 23850 | 0 | 397104 | 0 | 20490 |
| Roseanne M Snow | ||||||||||||
| 92191 | 0 | 21174 | 0 | 113799 | 0 | 27170 | 0 | 11807 | 0 | 266141 | 0 | 22313 |
| David A Jackson | ||||||||||||
| 183620 | 0 | 45357 | 0 | 33404 | 0 | 24245 | 0 | 21215 | 0 | 307841 | 0 | 33404 |
| Bobbie Ware | ||||||||||||
| 210436 | 0 | 50804 | 0 | 0 | 0 | 71062 | 0 | 10688 | 0 | 342990 | 0 | |
| Mark F Slyter | ||||||||||||
| 257280 | 0 | 135487 | 0 | 0 | 0 | 179815 | 0 | 21609 | 0 | 594191 | 0 | |
| Steve Jackson | ||||||||||||
| 53688 | 0 | 0 | 0 | 142827 | 0 | 3549 | 0 | 20877 | 0 | 220941 | 0 | |
| Michael Stevens | ||||||||||||
| 148506 | 0 | 37610 | 0 | 12680 | 0 | 38685 | 0 | 25185 | 0 | 262666 | 0 | 12680 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 1a: | Travel expenses of $3,158 were incurred for Kurt Metzner's spouse. This amount was treated as taxable compensation, including the amount "grossed up" for related taxes. |
| Part I, Line 4a: | Severance Payments: Steve Jackson $142,827 |
| Part I, Line 4b: | Participants: Russell York $33,096 William Grete $20,490 Roseanne Snow $22,313 David Jackson $33,404 Eric McVey $63,400 Michael Stevens $12,680 Kurt Metzner $745,466 Terms & Conditions: A Capital Accumulation Account for each participant is established pursuant to the Mississippi Baptist Health Systems, Inc. Executive Flexible Benefit Plan (the Plan). The Company shall credit to the Capital Accumulation Account halfway through the plan year 100% of the FLEX Allowance elected by the participant under the Plan to apply toward Capital Accumulation Account Benefits for such plan year (adjusted for separation from service, if applicable). As of the last day of each plan year and as of the date the Capital Accumulation Account Benefits are payable, the Company should credit the Investment Return on the Capital Accumulation Account accrued since the immediately preceding crediting of Investment Return (The Investment Return is the amount necessary to increase or decrease the participant's Capital Accumulation Account to what it would have been had the balance during the year actually been invested in the investment options selected by the participant). The participant is entitled to his or her Capital Accumulation Account Benefit upon the earliest of (i) remaining employed by the Company to the Deferred Vesting Date for such account (The Deferred Vesting Date shall be the earlier of (i) at least five years after the first day of the Plan Year for which such election is made, or (ii) the participants 68th birthday. The Participant may postpone the original Deferred Vesting Date one time by selecting a new Deferred Vesting Date that is at least 5 years after the original Deferred Vesting Date); (ii) disability; (iii) the participant's involuntary separation from service without reasonable cause on or before 12/31/08; (iv) 24 months following involuntary separation from service without reasonable cause on or after 1/1/09; or (v) the participants separation for service (a) voluntarily, or (b) involuntarily with reasonable cause only if the participant does not enter into competition with the Company during the 24-month period following the participant's separation from service. Once the event entitling the participant to benefit payments occurs, the Company shall distribute the participant's Capital Accumulation Account Benefit in a lump sum within 2 1/2 months. |
| Schedule J-2, Part I: | Several officers listed on Schedule J also provide services to other members of the health care system. All compensation is paid by Mississippi Baptist Health Systems, Inc. (MBHS) and reported by MBHS. See Schedule O for detailed information regarding amount of time spent performing services for the other member organizations. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| MS Hospital Equipment & Facilities Authority | ||||||
| 640732320 | xxxxxxxxx | 2009-10-29 | 14400000 | See Schedule O | false | false |
| MS Hospital Equipment & Facilities Authority | ||||||
| 640732320 | 605360QG4 | 2007-03-01 | 125855503 | See Schedule O | false | false |
| MS Hospital Equipment & Facilities Authority | ||||||
| 640732320 | XXXXXXXXX | 2009-05-20 | 80000000 | See Schedule O | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|
| 17351024 | 288887 | 14501669 | 2007 | false | false | true | true | |||
| 129535861 | 1456193 | 127939963 | 2008 | true | false | false | true | 7781080 | 52288656 | 2810927 |
| 80000000 | 2009 | true | false | true | true | 80000000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|
| (no name) | ||||||
| false | true | false | false | false | false | |
| (no name) | ||||||
| false | false | false | false | false | true | |
| UBS | ||||||
| false | true | true | false | false | false | 30. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Regions Bank | |||
| See Schedule O | 3018039 | Interest & Fees | false |
| Healthcare Financial Services Inc | |||
| See Schedule O | 165600 | Salary & Benefit Reimbursement | false |
| Mississippi Health Partners | |||
| See Schedule O | 269773 | Reprocess Claims | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Page 6, Part VI, Section B, Line 11A: | An electronic copy of the Form 990 is distributed through the Director's Desk, a web based document distribution service. All outside board members/directors have the opportunity to review the form prior to filing with the IRS. | |
| Form 990, Page 6, Part VI, Section B, Line 12c: | The Compliance Committee of the governing body meets quarterly to review all compliance issues. Any persons with conflicts of interest are prohibited from participating in the Board's deliberations and decisions in the transaction in which the conflict exists. | |
| Form 990, Page 6, Part VI, Section B, Line 15 a&b: | An independent compensation consulting firm, The Hay Group, conducts annual surveys to help establish the compensation of the organization's top management officials, officers and key employees. The Chairman's Council functions as the compensation committee of the Board. The Hay Group presents their findings and recommendations to the Council for their consideration and action. The Council approves the salaries and benefit package for all of senior management. The Hay Group maintains minutes of the Chairman's Council meetings where compensation and benefits are discussed and approvals made. | |
| Form 990, Page 6, Part VI, Section C, Line 19: | The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. | |
| Form 990, Page 7, Part VII, Column (B): | Gerald Cotton 25 hrs Mississippi Baptist Medical Center, Inc. 2 hrs Mississippi Hospital for Restorative Care 3 hrs Medical Foundation of Central Mississippi Russell York 5 hrs Mississippi Baptist Medical Center, Inc. 2 hrs Mississippi Hospital for Restorative Care 3 hrs Medical Foundation of Central Mississippi Eric McVey 14 hrs Mississippi Baptist Medical Center, Inc. 18 hrs Medical Foundation of Central Mississippi Kurt Metzner 15 hrs Mississippi Baptist Medical Center, Inc. 5 hrs Medical Foundation of Central Mississippi David Jackson 20 hrs Mississippi Baptist Medical Center, Inc. 5 hrs Mississippi Hospital for Restorative Care 10 hrs Medical Foundation of Central Mississippi Bobbie Ware 33 hrs Mississippi Baptist Medical Center, Inc. 5 hrs Mississippi Hospital for Restorative Care Mark F. Slyter 24 hrs Mississippi Baptist Medical Center, Inc. 2 hrs Mississippi Hospital for Restorative Care 6 hrs Medical Foundation of Central Mississippi William B. Grete 10 hrs Mississippi Baptist Medical Center, Inc. 15 hrs Medical Foundation of Central Mississippi | Estimate of average hours worked per week devoted to related organization: |
| Schedule K, Part I: | In May 2006, the System was approved by the State of Mississippi to obtain special tax exempt financing (Series 2006 Bond) related to a medical office building under construction in Madison County, Mississippi. The special funding (GoZone) was made available through the Federal government in response to Hurricane Katrina. The GoZone financing totaled $17,000,000. On September 24, 2009, the organization redeemed and paid $2,600,000 of the bonds. Accordingly, the amount of the total GoZone financing of $17,000,000 was classified as a current installment of long-term debt in the balance sheet at August 31, 2009. On October 29, 2009, the organization converted the remaining GoZone financing of $14,400,000 from a variable instrument backed by a letter of credit from a commercial bank to a variable debt instrument held by the commercial bank. A Form 8038 was issued upon the conversion and the information reported in Part I matches this form. In March 2007, the System issued $200,905,000 in MS Hospital Equipment & Facilities Authority Series 2007A (fixed rate) and 2007B (variable rate) revenue bonds (the Series 2007 Bonds). The proceeds of the Series 2007 Bonds were used to (1) extinguish the remaining MHEFA Series 1995 and 1990B revenue bonds, (2) establish a project fund to finance the costs of various System capital projects, primarily the West Tower expansion, (3) establish various debt service and reserve funds required by the related indenture, and (4) pay certain costs of issuance. In April 2008, the System consummated a transaction with a bank, whereby an $80,000,000 line of credit was made available for the extinguishment of the Series 2007 Bonds. The amount in Part I, column (e) for the Series 2007 Bonds does not agree with the Form 8038 filed for such bonds since the 2007B Bonds are no longer outstanding and therefore not reported on Schedule K. The Series 2009 Bond was issued to provide funds to payoff the outstanding principal amount of the line of credit mentioned above executed in April 2008. | Description of purpose: |
| Schedule K, Part II: | Issuance costs on line 5, column B includes credit enhancements in the amount of $2,232,976. | |
| Schedule L, Part IV, Column (b): | Board member, Ronald Smith, is President of Regions Bank. Officer, Russell York, is an officer of Healthcare Financial Services, Inc., a related entity. Officer, Kurt Metzner, is a board member of Mississippi Health Partners. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| MS Hospital for Restorative Care Inc | ||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640833383 | Hospital | MS | 501(c)(3) | 3 |
| Medical Foundation of Central MS | ||||||||
| 1225 North State Street | Jackson | MS | 39202 | 753068151 | Clinics | MS | 501(c)(3) | 3 |
| MS Baptist Medical Center Inc | ||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640881013 | Hospital | MS | 501(c)(3) | 3 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hlthcare Financial | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Services Inc | AddressLine1 |
| City | Flowood | City |
| State | MS | State |
| ZIP Code | 39232 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640847789 | EIN |
| Primary Activity | Financial Svc | PrimaryActivity |
| Legal Domicile State | MS | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Investment | PredominantIncomeType |
| Share Of Total Income | 190287 | ShareOfTotalIncome |
| Share Of EOY Assets | 532583 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MS Baptist Medical Enterprises Inc | |||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640776164 | Investments | MS | NA | C Corp | 395044 | 2924553 | 1.00000 |
| Medical Practice Solutions | |||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640833731 | Med Consulting | MS | MBME | C Corp | 4136293 | 1272556 | 1.00000 |
| MS Real Estate Enterprises Inc | |||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640746856 | Investments | MS | MBME | C Corp | 408 | 502648 | 1.00000 |
| MS Real Estate Enterprises I Inc | |||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640749676 | Investments | MS | MBME | C Corp | 0 | 0 | 1.00000 |
| MS Real Estate Enterprises II Inc | |||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640746852 | Investments | MS | MBME | C Corp | 0 | 0 | 1.00000 |
| MS Real Estate Enterprises III Inc | |||||||||||
| 1225 North State Street | Jackson | MS | 39202 | 640835914 | Investments | MS | MBME | C Corp | 0 | 0 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Medical Practice Solutions | |
| a | 134337 |
| MS Hospital for Restorative Care Inc | |
| b | 86292 |
| Medical Foundation of Central Mississippi | |
| b | 9816264 |
| Mississippi Baptist Medical Center Inc | |
| c | 7449490 |
| Healthcare Financial Services Inc | |
| d | 325000 |
| Mississippi Baptist Medical Center Inc | |
| i | 18224729 |
| MS Hospital for Restorative Care Inc | |
| i | 135499 |
| Medical Foundation of Central Mississippi | |
| i | 442770 |
| Mississippi Baptist Medical Center Inc | |
| k | 48305000 |
| MS Hospital for Restorative Care Inc | |
| k | 828000 |
| Medical Foundation of Central Mississippi | |
| k | 540000 |
| Healthcare Financial Services Inc | |
| k | 165600 |
| Mississippi Baptist Medical Enterprises Inc | |
| k | 519000 |