BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TR: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TR (EIN 62-1407946)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-22
- IRS object ID
- 201140539349300414
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-22T15:13:40-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621407946 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST MEMORIAL MEDICAL MINISTRIES | BusinessNameLine1 |
| Business Name Line2 | EMPLOYEE HEALTH AND WELFARE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAPT | NameControl |
| Phone | 9012275207 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HUMPHREYS BLVD | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381202177 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY M DUCKETT | Name |
| Title | TRUSTEE/SECRETARY | Title |
| Phone | 9012275207 | Phone |
| Date Signed | 2011-02-22 | DateSigned |
| 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 | GREGORY M DUCKETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HUMPHREYS BLVD | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381202177 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 92110649 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | BMHCC.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST...(SEE SCHEDULE O, PG 19) PROVIDES GROUP HEALTH INSURANCE TO THE EMPLOYEES AND FAMILIES OF BAPTIST MEMORIAL HEALTH CARE CORPORATION AND ITS SUBSIDIARIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 87364059 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 92110646 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 87364062 | TotalRevenuePriorYear |
| Total Revenue Current Year | 92110649 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 85472846 | OtherExpensePriorYear |
| Other Expenses Current Year | 92382787 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 85472846 | TotalExpensesPriorYear |
| Total Expenses Current Year | 92382787 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1891216 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -272138 | RevenuesLessExpensesCY |
| Total Assets BOY | 26535914 | TotalAssetsBOY |
| Total Assets EOY | 24997934 | TotalAssetsEOY |
| Total Liabilities BOY | 18052276 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16786434 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8483638 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8211500 | NetAssetsOrFundBalancesEOY |
| Mission Description | BAPTIST MEMORIAL MEDICAL MINITRIES EMPLOYEE HEALTH AND WELFARE TRUST PROVIDES BENEFIT PLANS & HEALTH INSURANCE TO THE EMPLOYEES AND THEIR FAMILIES OF THE BAPTIST MEMORIAL HEALTH CARE SYSTEM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 92381438 | Expense |
| Revenue | 92110646 | Revenue |
| Description | PROVISION OF BENEFIT PLANS & HEALTH INSURANCE TO EMPLOYEES OF THE BAPTIST MEMORIAL HEALTH CARE SYSTEM. THESE BENEFITS ENABLE THE SYSTEM TO RETAIN QUALITY EMPLOYEES & CARRY OUT ITS MISSION OF PROVIDING QUALITY HEALTH CARE TO THE COMMUNITY. | Description |
| Total Program Service Expense | 92381438 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODNEY BETTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9012274371 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 N HUMPHREYS BLVD | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381202177 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LARRY V BRAUGHTON | ||||||
| TRUSTEE | 0.10 | X | 0 | 717119 | 57874 | |
| DAVID HOGAN | ||||||
| TRUSTEE | 0.10 | X | 0 | 1957103 | 64232 | |
| STEPHEN C REYNOLDS | ||||||
| TRUSTEE | 0.10 | X | 0 | 2903388 | 69618 | |
| ROBERT S GORDON | ||||||
| TRUSTEE | 0.10 | X | 0 | 997508 | 72241 | |
| GREGORY M DUCKETT | ||||||
| TRUSTEE/SECRETARY | 0.10 | X | 0 | 607032 | 62915 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7182150 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 326880 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 | AETNA | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 FARMINGTON AVE | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06156 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ADMINISTRATIVE SERVICES | DescriptionOfServices |
| Compensation | 4958989 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREMIUMS RECEIVED | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 92110646 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92110646 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 92110646 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3 | TotalRevenueColumn |
| Exclusion | $3 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92110649 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92110646 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3 | ExclusionAmount |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1349 | Total |
| Management And General | 1349 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| CLAIMS PAID | 87357104 | 87357104 |
| ADMINISTRATIVE FEES | 5024334 | 5024334 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92382787 | Total |
| Program Services | 92381438 | ProgramServices |
| Management And General | 1349 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622 | BOY |
| EOY | 364 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6106744 | BOY |
| EOY | 5912788 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22105 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20406443 | BOY |
| EOY | 19084782 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26535914 | BOY |
| EOY | 24997934 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18052276 | BOY |
| EOY | 16786434 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18052276 | BOY |
| EOY | 16786434 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8483638 | BOY |
| EOY | 8211500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8483638 | BOY |
| EOY | 8211500 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26535914 | BOY |
| EOY | 24997934 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM AFFILIATES | Description |
| Book Value | 19084782 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 19084782 | TotalBookValueOtherAssets |
| Total Revenue | 92110649 | TotalRevenue |
| Total Expenses | 92382787 | TotalExpenses |
| Excess Or Deficit For Year | -272138 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -272138 | ExcessOrDeficitPerFS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY V BRAUGHTON | |||||||||||||
| 0 | 282847 | 0 | 199479 | 0 | 234793 | 0 | 36471 | 0 | 21403 | 0 | 774993 | 0 | 0 |
| DAVID HOGAN | |||||||||||||
| 0 | 630023 | 0 | 406143 | 0 | 920937 | 0 | 46500 | 0 | 17732 | 0 | 2021335 | 0 | 0 |
| STEPHEN C REYNOLDS | |||||||||||||
| 0 | 1013401 | 0 | 665439 | 0 | 1224548 | 0 | 46500 | 0 | 23118 | 0 | 2973006 | 0 | 0 |
| ROBERT S GORDON | |||||||||||||
| 0 | 594044 | 0 | 384431 | 0 | 19033 | 0 | 53790 | 0 | 18451 | 0 | 1069749 | 0 | 0 |
| GREGORY M DUCKETT | |||||||||||||
| 0 | 346035 | 0 | 244262 | 0 | 16735 | 0 | 36750 | 0 | 26165 | 0 | 669947 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | THE OFFICERS RECEIVE A PERQUISITE ALLOWANCE WHICH IS INCLUDED IN THEIR SALARIES. | |
| Part I, Line 1b | THE PRESIDENT, VICE PRESIDENTS, AND ADMINISTRATORS RECEIVE A PERQUISITE ALLOWANCE. THE ALLOWANCE IS INCLUDED IN THEIR SALARIES AND IS TAXABLE TO THEM AS ADDITIONAL INCOME. THE ORGANIZATION ALSO HAS AN ACCOUNTABLE PLAN, BUT A DISCRETIONARY SPENDING ACCOUNT IS NOT PART OF AN ACCOUNTABLE PLAN. IF ANY OF THE OTHER ITEMS LISTED ON SCHEDULE J, PART I, LINE 1a WERE APPLICABLE, THE RECIPIENTS WOULD BE REQUIRED TO FOLLOW THE ORGANIZATIONS WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT. | |
| Part III | BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST DID NOT PAY COMPENSATION TO ANY OFFICERS OR BOARD OF TRUSTEE MEMBERS. BAPTIST MEMORIAL MEDICAL MINISTRIES DID NOT HAVE ANY EMPLOYEES. HOWEVER, COMPENSATION IS LISTED ON SCHEDULE J, PART II FOR THE COMPENSATION THAT EACH OFFICER AND TRUSTEE RECEIVED FROM BAPTIST MEMORIAL HEALTH CARE CORPORATION, THE 100% OWNER. | Supplemental Information |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | BAPTIST MEMORIAL HEALTH CARE CORPORATION AS 100% OWNER OF BAPTIST MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST PROVIDES CERTAIN LEGAL, FINANCE, QUALITY, AND PERSONNEL SERVICES PURSUANT TO A SHARED SERVICES AGREEMENT. |
| Form 990, Part VI, Section A, line 7a | BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST HAS A BOARD OF TRUSTEES WHO ARE APPOINTED BY ITS 100% OWNER, BAPTIST MEMORIAL HEALTH CARE CORPORATION. |
| Form 990, Part VI, Section A, line 7b | BAPTIST MEMORIAL HEALTH CARE CORPORATION, THE 100% OWNER OF BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST APPROVES THE BOARD OF TRUSTEES ACTIONS. |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS REVIEWED BY BAPTIST MEMORIAL HEALTH CARE CORPORATION'S SR. V.P./CFO AND THE V.P. OF CORPORATE FINANCE. IN ADDITION, THE FORM 990 IS REVIEWED ON A ROTATING BASIS OF EVERY THREE YEARS BY AN OUTSIDE INDEPENDENT ACCOUNTING AND TAX FIRM. THE FORM 990 HAS NOT BEEN REVIEWED BY THE BOARD OF TRUSTEES. HOWEVER, BAPTIST MEMORIAL HEALTH CARE CORPORATION HAS A GOVERNANCE COMMITTEE THAT IS APPOINTED BY ITS BOARD OF DIRECTORS. THE BAPTIST MEMORIAL HEALTH CARE CORPORATION GOVERNANCE COMMITTEE CONSISTS OF THREE OR MORE MEMBERS ALL OF WHICH MAY OR MAY NOT BE MEMBERS OF THE BOARD OF DIRECTORS. THE BAPTIST MEMORIAL HEALTH CARE CORPORATION GOVERNANCE COMMITTEE WILL NOT BE AVAILABLE TO REVIEW THE FORM 990 BEFORE SUBMITTING TO THE IRS. IT WILL REVIEW AFTER IT IS FILED. |
| Form 990, Part VI, Section B, line 12c | BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST REQUIRES THAT ALL OFFICERS PERIODICALLY COMPLETE A CERTIFICATION AND ACKNOWLEDGEMENT OF THE BAPTIST MEMORIAL HEALTH CARE CORPORATION STANDARDS OF CONDUCT, WHICH INCORPORATES THE CONFLICT OF INTEREST POLICY. BOARD OF TRUSTEE MEMBERS DISCLOSE AND SIGN A CONFLICT OF INTEREST STATEMENT EACH DECEMBER. IN THE EVENT THAT AN OFFICER OR BOARD TRUSTEE MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST, HE/SHE IS REQUIRED TO REPORT IT TO THEIR CHIEF EXECUTIVE OFFICER BEFORE TAKING ANY ACTION. IF HE/SHE IS THE CHIEF EXECUTIVE OFFICER, THEN HE/SHE IS TO REPORT TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. THE SIGNED CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE SENIOR V.P. AND CORPORATE COUNSEL, AND ARE MAINTAINED IN THE BAPTIST MEMORIAL HEALTH CARE CORPORATION LEGAL DEPARTMENT. IF A CONFLICT OF INTEREST IS FOUND TO EXIST, IT WILL BE THE RESPONSIBILITY OF THE CHIEF EXECUTIVE OFFICER, WITH THE INVOLVEMENT OF THE BAPTIST MEMORIAL HEALTH CARE CORPORATION LEGAL DEPARTMENT, TO RESOLVE THE ISSUE. |
| BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST DOES NOT HAVE ANY EMPLOYEES. BAPTIST MEMORIAL HEALTH CARE CORPORATION'S HUMAN RESOURCE DEPARTMENT, THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS, AND AN INDEPENDENT COMPENSATION CONSULTING FIRM PERFORM ANNUAL REVIEWS EACH DECEMBER AND APPROVE COMPENSATION OF THE CEO AND OTHER TOP MANAGEMENT PERSONNEL. THEY USE COMPARABILITY DATA AND OTHER SOURCES AS NEEDED. THE CEO AND OTHER TOP MANAGEMENT USE THE SAME TYPE OF INFORMATION TO APPROVE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. ON DECEMBER 8, 2008 THE COMPENSATION WAS REVIEWED AND APPROVED FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2009 FOR THE PRESIDENT, THE VICE PRESIDENTS, AND THE CEO/ADMINISTRATORS. | |
| Form 990, Part VI, Section C, line 18 | BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST MAKES ITS FORM 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST PER IRS GUIDELINES. |
| Form 990, Part VI, Section C, line 19 | BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST MEMORIAL HEALTH CARE CORPORATION | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 581521475 | MANAGEMENT, ADMINISTRATIVE, DATA PROCESSING SERVICES FOR AFFILIATES | TN | 501(c)(3) | 509(a)(3) | N/A | |
| BAPTIST MEMORIAL HEALTH CARE SYSTEM INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 581456556 | CARRY OUT THE HEALTH CARE MISSIONS OF THE BAPTIST CONVENTIONS OF AR, MS, TN | TN | 501(c)(3) | 509(a)(3) | N/A | |
| BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC | ||||||||||
| 1003 MONROE | MEMPHIS | TN | 38104 | 621599670 | EDUCATION OF HEALTH CARE PROFESSIONALS | TN | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HOSPITAL INC | |
| BAPTIST MEMORIAL HEALTH SERVICES INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 621509127 | PROVISION OF HEALTH CARE PROVIDERS AND HOME MEDICAL EQUIPMENT & SERVICES | TN | 501(c)(3) | 509(a)(2) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 620123940 | HEALTH CARE/HOSPITAL | TN | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| MEDICAL FINANCIAL SERVICES INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 621112364 | COLLECTION AGENCY FOR BAPTIST ENTITIES | TN | 501(c)(3) | 509(a)(3) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-BOONEVILLE INC | ||||||||||
| 100 HOSPITAL ST | BOONEVILLE | MS | 38829 | 640663760 | HEALTH CARE/HOSPITAL | MS | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-DESOTO INC | ||||||||||
| 7601 SOUTHCREST PKWY | SOUTHAVEN | MS | 38671 | 640682111 | HEALTH CARE/HOSPITAL | MS | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC | ||||||||||
| 2520 FIFTH ST | COLUMBUS | MS | 39703 | 621519754 | HEALTH CARE/HOSPITAL | MS | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC | ||||||||||
| 631 RB WILSON DR | HUNTINGDON | TN | 38344 | 621166050 | HEALTH CARE/HOSPITAL | TN | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-LAUDERDALE INC | ||||||||||
| 326 ASBURY RD | RIPLEY | TN | 38063 | 621088703 | HEALTH CARE/HOSPITAL | TN | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-NORTH MISSISSIPPI INC | ||||||||||
| 2301 S LAMAR | OXFORD | MS | 38655 | 640772726 | HEALTH CARE/HOSPITAL | MS | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-TIPTON INC | ||||||||||
| 1995 HWY 51 SOUTH | COVINGTON | TN | 38019 | 621113167 | HEALTH CARE/HOSPITAL | TN | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-UNION CITY INC | ||||||||||
| 1201 BISHOP ST | UNION CITY | TN | 38261 | 621138045 | HEALTH CARE/HOSPITAL | TN | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC | ||||||||||
| 200 HWY 30 WEST | NEW ALBANY | MS | 38652 | 630997281 | HEALTH CARE/HOSPITAL | MS | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL REGIONAL REHABILITATION SERVICES INC | ||||||||||
| 2100 EXETER RD | GERMANTOWN | TN | 38138 | 581645396 | HEALTH CARE/HOSPITAL | TN | 501(c)(3) | 509(a)(1) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOME CARE INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 581562973 | HOME HEALTH CARE & HOSPICE SERVICES | TN | 501(c)(3) | 509(a)(2) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL MEDICAL GROUP INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 621545731 | PROVISION OF HEALTH CARE PROVIDERS FOR TN FACILITIES | TN | 501(c)(3) | 509(a)(2) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HEALTH SERVICES INC-MS | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 621545710 | PROVISION OF HEALTH CARE PROVIDERS FOR MS FACILITIES | MS | 501(c)(3) | 509(a)(2) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MINOR MEDICAL CENTERS INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 621538114 | NON-EMERGENCY MEDICAL CLINICS | TN | 501(c)(3) | 509a)(1) | BAPTIST MEMORIAL MEDICAL GROUP INC | |
| BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 581544781 | SOLICIT, RAISE, MANAGE, APPLY, & INVEST FUNDS IN SUPPORT OF BAPTIST ENTITIES | TN | 501(c)(3) | 509(a)(3) | BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| BAPTIST MEMORIAL HOSPITAL- JONESBORO INC | ||||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 261214372 | HEALTH CARE/HOSPITAL | AR | 501(c)(3)PENDING | NEA BAPTIST HEALTH SYSTEM INC | ||
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHEAST ARKANSAS BAPTIST MEMORIAL HEALTH CARE LLC | ||||||||||
| 3024 STADIUM BLVD | JONESBORO | AR | 72401 | 810572898 | HEALTH CARE/HOSPITAL | AR | BAPTIST MEMORIAL HOSPITAL- JONESBORO INC | RELATED | 0 | 0 |
| NORTHEAST ARKANSAS BAPTIST HEALTH SERVICES GROUP LLC | ||||||||||
| 3024 STADIUM BLVD | JONESBORO | AR | 72401 | 271471186 | OPERATE A PREFERRED PROVIDER ORGANIZATION | AR | NORTHEAST ARKANSAS BAPTIST MEM HLTH CARE LLC | RELATED | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| HEALTH TECH AFFILIATES INC | ||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 621278576 | BUYING AND LEASING REAL & PERSONAL PROPERTY | TN | BAPTIST MEMORIAL HEALTH CARE CORPORATION | C |
| BAPTIST HEALTH SERVICES GROUP OF THE MIDSOUTH INC | ||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 621534210 | HEALTH INSURANCE CONTRACTING | TN | BAPTIST MEMORIAL HEALTH CARE CORPORATION | C |
| SOUTHCREST PROPERTY OWNERS ASSOCIATION | ||||||||
| 7601 SOUTHCREST PKWY | SOUTHAVEN | MS | 38671 | 640768703 | BOOKKEEPING/DATA PROCESSING FOR SOUTHCREST DEV. | MS | BAPTIST MEMORIAL HEALTH CARE CORPORATION | C |
| GERMANTOWN BUSINESS PARK OWNERS ASSOCIATION | ||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 381202177 | 201158216 | BOOKKEEPING/DATA PROCESSING FOR GERMANTOWN BUS. PARK DEVELOPMENT | TN | BAPTIST MEMORIAL HEALTH CARE CORPORATION | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (23 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| BAPTIST MEMORIAL HOSPITAL INC | |
| R | 24318673 |
| BAPTIST MEMORIAL HOSPITAL-BOONEVILLE INC | |
| R | 1490282 |
| BAPTIST MEMORIAL HOSPITAL-DESOTO INC | |
| R | 9408274 |
| BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC | |
| R | 5372559 |
| BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC | |
| R | 1147571 |
| BAPTIST MEMORIAL HOSPITAL-LAUDERDALE INC | |
| R | 403044 |
| BAPTIST MEMORIAL HOSPITAL-NORTH MISSISSIPPI INC | |
| R | 8051094 |
| BAPTIST MEMORIAL HOSPITAL-TIPTON INC | |
| R | 145514 |
| BAPTIST MEMORIAL HOSPITAL-UNION CITY INC | |
| R | 2370636 |
| BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC | |
| R | 2869871 |
| BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC | |
| R | 809673 |
| BAPTIST MEMORIAL HEALTH CARE FOUNDATION | |
| R | 67669 |
| BAPTIST MEMORIAL HEALTH SERVICES INC | |
| R | 541934 |
| BAPTIST MEMORIAL HEALTH SERVICES INC-MS | |
| R | 258934 |
| BAPTIST MEMORIAL MEDICAL GROUP INC | |
| R | 149687 |
| BAPTIST MEMORIAL HEALTH CARE CORPORATION | |
| R | 4757619 |
| BAPTIST MEMORIAL HOME CARE INC | |
| R | 1402099 |
| BAPTIST MEMORIAL REGIONAL REHABILITATION SERVICES INC | |
| R | 1805717 |
| MEDICAL FINANCIAL SERVICES INC | |
| R | 223867 |
| BAPTIST MINOR MEDICAL CENTERS INC | |
| R | 395539 |
| HEALTH TECH AFFILIATES INC | |
| R | 67120 |
| BAPTIST MEMORIAL HOSPITAL-JONESBORO | |
| R | 3564006 |
| NEA BAPTIST CLINIC CHARITABLE FOUNDATION INC | |
| R | 1280855 |