2024-11-12T10:06:56+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 475387418 Bartow Regional Medical Center Inc BART 8635338111 2200 Osprey Blvd Bartow FL 33830 Ron Beamon VP, CFO - BayCare Hospital Div 8635338111 2024-11-12 true Brittney Kocaj P01320603 9542028600 2024-11-12 2023 2024-10-15 13:58:12Z Kimberly Guy 2985 Drew Street Clearwater FL 33759 103661847 false X https://baycare.org/brmc X 2015 FL To improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. 17 14 553 26 7833 3800 0 94317396 102782531 1950 0 649177 879316 94968523 103661847 156346 461281 0 37232826 40476206 0 0 43195433 46920364 80584605 87857851 14383918 15803996 127369625 144205154 4322305 5353838 123047320 138851316 To improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. AS a part of BayCare Health System, Bartow Regional MEdical Center is the best place to work, receive and provide care. We are powered by an extraordinary team that delivers quality, drives innovation and embraces inclusivity. false false 74254445 461281 102953672 Bartow Regional Medical Center, inc. (BRMC) is a full-service 72-bed community hospital which began Operations in 2016. BRMC provided inpatient care to 3,296 patients and treated 40,700 patients in the emergency department during the year. Through efforts of the medical assistance program and the hospital's charity care program, BRMC saw a net community benefit expense totaling Approximately $ 11.2 Million. The hospital also provided other community services totaling nearly $ 1.6 Million. Refer to schedule h for additional information. 74254445 true false false true false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false false false false false false false false true false false false true X 0 0 553 true true true false false false false false false false false false false false X 17 14 false false false false true true true true true false false true true true true true true false false false X Janice Polo 7278208021 2985 Drew Street Clearwater FL 33759 BRIAN HINTON TRUSTEE/CHAIR 1.0 0 X X 0 0 0 KIMBERLY GUY TRUSTEE/Chief Operating Officer 5.0 42.0 X X 0 1046196 93501 MICHAEL MICALLEF TRUSTEE/SECRETARY/TREASURER 1.0 0 X X 0 0 0 ALLEN FISHER TRUSTEE 1.0 0 X 0 0 0 BENJAMIN (BENNY) ROBLES TRUSTEE 1.0 0 X 0 0 0 DAVID SORG TRUSTEE 1.0 0 X 0 0 0 DON INGRAM TRUSTEE 1.0 1.0 X 0 0 0 FREDERICK (JOHN) MURPHY TRUSTEE 1.0 0 X 0 0 0 JEREMY KATZMANN TRUSTEE 1.0 0 X 0 0 0 KAREN KERR TRUSTEE/PRESIDENT SFBH & BRMC 21.0 26.0 X 0 538458 66458 KENNETH (CASEY) COMPTON TRUSTEE 1.0 0 X 0 0 0 LEA ANN THOMAS TRUSTEE 1.0 0 X 0 0 0 MELONY BELL TRUSTEE 1.0 0 X 0 0 0 RENJIT PHILIP TRUSTEE 1.0 0 X 0 0 0 ROBERT CLANCEY TRUSTEE 1.0 0 X 0 0 0 STEPHANIE CONNERS TRUSTEE/PRESIDENT & CEO BAYCARE 1.0 48.0 X 0 2576114 133128 TAREK GARAS TRUSTEE 1.0 0 X 0 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 1.0 59.0 X 0 675010 113177 AARON STROSS CLINICAL NURSE II 45.0 0.0 X 156219 13373 13301 CARMEN TRINDADE MANAGER PHARMACY 45.0 0 X 185816 0 17216 CLINTON SHOUPPE DIR OPERATIONS BARTOW REG MED CNTR 45.0 0 X 186482 0 14621 JOHN KINCAID CLINICAL NURSE III - ER 45.0 0 X 188252 0 21758 JONATHAN FLOYD DIRECTOR OF PATIENT SERVICES 45.0 0 X 159217 0 27087 CARL TREMONTI FORMER VP, CFO BMG, AMB 0.0 54.0 X 0 761886 68614 875986 5611037 568860 52 true true false WATSON CLINIC LLP 1430 LAKELAND HILLS BLVD LAKELAND FL 338053202 physician services 1471194 AYA HEALTHCARE INC 5930 CORNERSTONE CT W 300 SAN DIEGO CA 92121 medical services 1314366 HILL YORK SERVICE CORPORATION 2125 S ANDREWS AVE FORT LAUDERDALE FL 33316 preventive maintenance 784873 ADVANCED CARE HOSPITALISTS PL PO BOX 4707 LAKELAND FL 33563 physician services 674183 YES HIM CONSULTING INC 11701 BELCHER RD S STE 111 LARGO FL 33773 consulting services 431491 22 0 Patient Service Revenue 622110 102550281 102550281 RENTAL INCOME FROM AFFILIATE 531190 232250 232250 0 0 0 0 102782531 414385 414385 0 414385 414385 0 0 Cafeteria 722514 285957 285957 MISCELLANEOUS REVENUE 900099 178974 171141 7833 0 0 0 0 464931 103661847 102953672 7833 700342 X 461281 461281 34767913 33416761 1351152 976542 938592 37950 2292445 2203356 89089 2439306 2353047 86259 1694 1274 420 17234620 6692758 10541862 0 58228 54978 3250 599849 511880 87969 195041 142081 52960 1660943 1370020 290923 41635 23981 17654 165201 165201 3516615 3389288 127327 756342 756342 MEDICAL SUPPLIES 15653257 15635435 17822 REPAIRS AND MAINTENANCE 2534219 2526552 7667 Physician Fees 1245860 1245860 BAD DEBTS 27110 27110 3229750 2338648 891102 0 87857851 74254445 13603406 0 102494 497368 9914277 10905283 0 0 0 0 3186991 3436 2496494 2426820 439555 2440221 68661836 28793006 40822401 39868830 0 0 97746 52127 18382829 18294829 51926838 69716240 127369625 144205154 4100778 4812847 0 14875 14875 0 0 0 0 80758 45184 125894 480932 4322305 5353838 X 123047320 138851316 0 123047320 138851316 127369625 144205154 15803996 0 X false true X true false X false false false false false false false false true 9025 9025 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Line 1i. Dues were paid to Florida Society of Health System Pharmacists, College of American Pathologists, Florida Hospital Association, and American Hospital Association. These associations use a portion of their respective dues to conduct lobbying activities. 9117488 9117488 38044482 14263479 23781003 166000 132800 33200 20099582 14393346 5706236 1234284 3381 1230903 39868830 DEPOSITS DUE FROM AFFILIATES DUE FROM AFFILIATES 69714560 OTHER 1680 69716240 Third Party Settlements 476160 OTHER LIABILITIES 4772 480932 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The majority of the affiliates within the Organization are not-for-profit organizations described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Internal Revenue Code, and are also exempt from state income taxes. The Organization accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Management has determined that no material unrecognized tax benefits or liabilities exist as of December 31, 2023 or 2022. true true X true X 250 false true true false true true 3694669 1290938 2403731 0.0274 13915510 5709514 8205996 0.0934 800998 222098 578900 0.0066 0 0 18411177 7222550 11188627 0.1274 981751 0 981751 0.0112 93913 0 93913 0.0011 125105 0 125105 0.0014 0 0 0 0.0 376423 0 376423 0.0043 0 0 1577192 0 1577192 0.0180 0 0 19988369 7222550 12765819 0.1453 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 887 887 0.0000 0 0.0 0 0 887 0 887 0.0000 true 27110 0 10078263 11642118 -1563855 X true true 1 1 Bartow Regional Medical Center Inc 2200 Osprey Blvd Bartow FL 33830 www.baycare.org/brmc 4428 X X X Bartow Regional Medical Center Inc 1 false false true X X X X X X X X X 22 true true true true X https://baycare.org/about-us/community-benefit-and-community-health-needs X https://www.all4healthfl.org X true 22 true https://baycare.org/about-us/community-benefit-and-community-health-needs false true X 250.0 0.0 X X X X X X true true X X X true X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER, INC.. In 2022 Bartow Regional Medical Center SOLICITed INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, via AN ONLINE KEY INFORMANT SURVey. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY Bartow Regional Medical Center; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 100 COMMUNITY STAKEHOLDERS IN THE Bartow Regional Medical Center SERVICE AREA TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED ON APPENDIX E OF THE CHNA. SEVERAL OF THE PARTICIPANTS RESPONDING TO THE SURVEY REPRESENT ORGANIZATIONS WHICH WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS. Additionally, in an effort to ensure the voices of those who are historically underrepresented in our communities were heard, specific focus groups were conducted by engaging individuals from diverse backgrounds including children, older adult populations, Hispanic/LatinX, LGBTQIA+, and Black/African American communities. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER, INC.. The Community Health Needs Assessment was conducted with the following hospital facilities: BayCare Alliant Hospital BayCare Hospital Wesley Chapel Mease Countryside Hospital Mease Dunedin Hospital Morton Plant Hospital Morton Plant North Bay Hospital South Florida Baptist Hospital St. Anthony's Hospital St. Joseph's Hospital Winter Haven Hospital Bayfront Health St. Petersburg - Orlando Health Johns Hopkins All Children's Hospital Lakeland Regional Medical Center Moffitt Cancer Center Tampa General Hospital AdventHealth Carrollwood AdventHealth Connerton AdventHealth Dade City AdventHealth Heart of Florida AdventHealth Lake Wales AdventHealth North Pinellas AdventHealth Tampa AdventHealth Wesley Chapel AdventHealth Zephyrhills Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER, INC.. The Community Health Needs Assessment was conducted with the following non-hospital facilities: Florida Department of Health in Hillsborough County Florida Department of Health in Pasco County Florida Department of Health in Pinellas County Florida Department of Health in Polk County Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER, INC.. Bartow Regional Medical Center concentrated or will concentrate efforts in the 2023-2025 time period to address the following significant health needs of our community as identified in the 2023-2025 CHNA: * Access to health and social services * Behavioral Health (Mental Health and Substance Use) * Exercise, Nutrition and Weight BARTOW REGIONAL MEDICAL CENTER'S 2023-2025 Implementation plan describes specific activities that were underway to address these significant health needs in the 2023-2025 time period. Although the majority of the overarching goals, objectives and efforts focus on these top three focus areas, Bartow Regional Medical Center remained committed to supporting positive advancements in addressing diabetes, heart disease and stroke, while addressing the focus area of exercise, nutrition and weight. There were five additional health focus areas identified through the CHNA. These were: * Cancer * Immunization and infectious disease * Maternal, fetal and infant health * Oral health * Respiratory disease These remaining health needs are significant, but they're not directly addressed in 2023-2025 health improvement plan strategies. However, they continued to be impacted through existing hospital strategies for clinical excellence and Bartow Regional Medical Center partnerships within the community, including the Florida Department of Health and community organizations who may be in a better position to address these health issues. SEE NARRATIVE FOR SCHEDULE H, PART VI, LINE 5 FOR ADDITIONAL DETAIL REGARDING HOW THE HOSPITAL ADDRESSES NEEDS IDENTIFIED IN THE CHNA. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE ON THE BALANCE OWED ON THEIR ACCOUNT IF THE HOSPITAL BILL EXCEEDS 25% OF THEIR ANNUAL INCOME. 2 CENTER FOR WOUND CARE AND HYPERBARICS 2000 OSPREY BLVD SUITE 202 BARTOW FL 33830 WOUND CARE CLINIC BARTOW REGIONAL MEDICAL CENTER OUTPATIENT REHAB 2000 OSPREY BLVD SUITE 200 BARTOW FL 33830 OUTPATIENT REHAB Schedule H, Part VI, Line 7 State filing of community benefit report BARTOW REGIONAL MEDICAL CENTER, INC. OPERATES IN THE STATE OF FLORIDA, WHICH DOES NOT REQUIRE ITS COMMUNITY BENEFIT REPORT TO BE FILED WITH THE STATE GOVERNMENT. THE COMMUNITY BENEFIT REPORT IS PREPARED AND MADE AVAILABLE TO THE PUBLIC. Schedule H, Part VI, Line 5 Promotion of Community Health (continued) A county-wide prioritization meeting was held in the spring of 2022 with community leaders to rank the needs identified in the collected data. Top priority areas identified included Behavioral Health (Mental Health and Substance Use), Access to Health and Social Services, and Exercise, Nutrition and Weight. Bartow Regional Medical Center is committed to providing financial and other support to not-for-profit organizations whose missions are to improve the health and well-being of our community. In 2023, Bartow Regional Medical Center provided funding to community-based organizations including: *Bartow Church Service Center was awarded $67,000 by Bartow Regional Medical Center to expand their food pantry distribution, provide hot meals to individuals and families in crisis, and to acquire a mobile shower and laundry unit that will serve the unhoused population. *Gospel Inc. provides stable and permanent housing, as well as wraparound social and mental health services, to those who have been chronically unhoused. Bartow Regional Medical Center awarded Gospel Inc. $31,500 to expand their Wellness Center and food pantry services to Gospel Village residents. *Lakeland Volunteers in Medicine was awarded $24,574 by Bartow Regional Medical Center to set up a satellite office location at Bartow Regional Medical Center to increase access to their range of clinical services for the population who is medically underserved. In 2023, the Bartow Regional Medical Center's Care Coordination Team provided approximately $130,377 in dedicated time and community benefit services. This program includes pharmacy, transportation, skilled nursing facilities, assisted living facilities and other discharge needs for patients. Many patients are either uninsured, unable to appropriately care for themselves or do not have a caregiver. In 2023 across BayCare, our Financial Assistance team members provided support in overcoming barriers to accessing health care by screening approximately 68,000 patients, completing approximately 21,000 applications for reimbursable programs like Medicaid and another 46,000 charity related applications. Through BayCare's partnership with Uber Technologies, a non-emergency transportation solution is provided for low-income patients across BayCare's four-county service area. In 2023, the program provided 30,002 rides to patients. For more than 30 years, BayCare's Children's Wellness and Safety Center has been committed to keeping kids and families healthy, safe, and informed through a multifaceted outreach approach focusing on community education, unintentional injury prevention, children's health and wellness, and legislative advocacy. In 2023, the BayCare Wellness and Safety Center educated more than 94,076 children and their families through community programs and events across BayCare's footprint. Recognizing that behavioral health needs among hospital patients are varied and that hospitalization itself is stressful, BayCare hired Behavioral Health Liaisons in many hospitals across our system. The liaison team is comprised of 10 master's level clinicians who provide therapeutic care within acute medical settings. These clinicians provide bedside support to referred patients struggling or in crisis during hospitalization. They facilitate connections between the patient and community-based treatment services prior to discharge and will often coordinate with social workers, care coordinators, nursing, and other providers to address specific patient's psychiatric needs. The liaisons also provide care for our team members. BayCare's Community Health team develops community partnerships with area agencies, providing wellness education and disease prevention screenings directly into area neighborhoods. Community Health participated in 307 events and programs in 2023 and was able to promote better health to more than 4,486 people. BayCare's Healthy Living Coach program provides 6 free clinics/federally qualified health centers located in high-risk neighborhoods within the region. In 2023 BayCare continues to provide funding support for 6 trained Healthy Living Coaches that are responsible for providing in-person, telehealth, and telephonic coaching for those living with diabetes or pre-diabetes. Coaches provide support in decision making, motivation, and resource navigation in managing their diagnosis. Faith Community Nursing offers a unique partnership between Bartow Regional Medical Center and the faith community of Polk County. Our Faith Community Nurses and Health Ministers work to improve the health of their faith community by encouraging preventive care and referring members to the appropriate health resources. In 2023 across BayCare, our Faith Community Nursing team of 280 nurses and 74 community health promoters had direct contact with 69,900 faith community members and provided 6,100 referrals to local resources. BayCare, as a regional anchor institution, was positioned and committed to developing innovative strategies to address food insecurity. *Partnering with Feeding Tampa Bay, BayCare works to engage patients who are food insecure and connect them with a Healing Bag of 2-3 days of non-perishable food upon discharge. The Healing Bags also contain simple to read resources to assist patients in finding help within their community. In 2023, the project provided over 13,000 Healing Bags to patients. This successful project is the first of its kind regionally and was expanded to our Nursing teams in March 2023 to increase our efforts in screening nearly 100% of our patient population. *In collaboration with Feeding Tampa Bay, BayCare partnered to support 46 food pantries in Hillsborough, Pinellas, Pasco and Polk Counties. A total of 1,435,643 lbs. of food was provided to students and their families through the Feeding Minds School Pantry program supplying over 1 million meals to those in need. BayCare's Clinical Research Operations Teams provide specialized staffing support to Principal Investigators across BayCare Health System in the conduct of clinical research involving human subjects. The primary purpose is to increase access opportunities for participation in clinical research by both clinicians and patients in an effort to provide potentially life-changing care for patients today and to advance the science of medicine for future generations. Cutting-edge inpatient and outpatient studies focus on pharmaceutical and device trials, infectious diseases, and pediatric and adult trials including investigational research in hematology, oncology, cardiology, and tissue banking studies. Volunteer Activities: In 2023, 31 hospital volunteers provided a total of 3,632 hours in assistance to patients and visitors at the information desk and in the gift shop, wheelchair assistance and served as patient liaisons in waiting rooms. Team members contributed to the health of the community by: *Raising over $9,000 in financial support and 2,556 lbs. of food in donations to Feeding Tampa Bay. Combined, this support provided over 71,000 meals to community members in need. *Holding the annual Team Member Giving Campaign. Across the system, team members donated over $580,000 to BayCare hospital foundations and other local charities. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care PATIENTS WHO ARE UNINSURED OR UNDERINSURED AND CANNOT PAY FOR HOSPITAL SERVICES ARE ELIGIBLE FOR CHARITY CONSIDERATION. THESE PATIENTS ARE SCREENED BY DESIGNATED TEAM MEMBERS IN OUR FINANCIAL ASSISTANCE DEPARTMENT. THE AGENCY FOR HEALTH CARE ADMINISTRATION (AHCA) DEFINES CHARITY ELIGIBILITY AT 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES, UNLESS THE TOTAL HOSPITAL BILL IS MORE THAN 25 PERCENT OF THE PATIENT'S ANNUAL INCOME. MEDICAID RECIPIENTS WHO HAVE EXCEEDED THEIR COVERAGE LIMITS ARE ALSO CONSIDERED FOR CHARITY CARE. BARTOW REGIONAL MEDICAL CENTER, INC GOES ABOVE AND BEYOND THE AHCA REQUIREMENTS BY PROVIDING ADDITIONAL "HARDSHIP" CHARITY FOR PATIENTS WHO ARE AT 250 PERCENT OF THE FEDERAL POVERTY GUIDELINES. IN ADDITION, AN UNINSURED DISCOUNT OF 40% IS AUTOMATICALLY GIVEN TO ANY PATIENT WHO DOES NOT HAVE INSURANCE COVERAGE OR BENEFITS. THERE IS NO INCOME OR ASSET TEST REQUIRED FOR THE UNINSURED DISCOUNT. PATIENTS RECEIVE AN ADDITIONAL 10% DISCOUNT IF THE ACCOUNT IS PAID WITHIN 30 DAYS. PRESUMPTIVE FINANCIAL ASSISTANCE DECISIONS FOR UNINSURED EMERGENCY ROOM PATIENTS MAY BE DETERMINED BASED ON THIRD PARTY ANALYTICS, USING A CREDIT INQUIRY PROCESS, UNDER THE FOLLOWING CIRCUMSTANCES: *UNINSURED ACCOUNTS OF PATIENTS NOT SEEN BY THE FINANCIAL ASSISTANCE TEAM OR WITHOUT A CURRENT FINANCIAL ASSISTANCE APPLICATION ON FILE *THE REPORTED FEDERAL POVERTY LEVEL (FPL) OF THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE (250%) Schedule H, Part I, Line 6a Community benefit report prepared by related organization BAYCARE HEALTH SYSTEM, INC. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 27110 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS (LINES A THROUGH D) ARE DETERMINED USING OUR COST ACCOUNTING SYSTEM, WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE SYSTEM ALSO CAPTURES ALL PATIENT PAY TYPES - PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF-PAY. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICAID OR ANY OTHER UNCOMPENSATED CARE PROGRAM. OTHER BENEFITS AT COST (LINES E THROUGH J, AS WELL AS AMOUNTS REPORTED IN PART II) WERE COMPILED BY THE COMMUNITY BENEFIT DEPARTMENT USING THE CATHOLIC HEALTH ASSOCIATION GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFITS. Schedule H, Part II Community Building Activities BARTOW REGIONAL MEDICAL CENTER SUPPORTS ACTIVITIES THAT PROMOTE THE HEALTH AND WELLBEING OF COMMUNITY MEMBERS. THIS INCLUDES: - LEADERSHIP AND TEAM MEMBER TIME DEDICATED TO COLLABORATIVE PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS AND COLLABORATIVES TO IMPROVE ECONOMIC STABILITY, PROSPERITY, AND WELLBEING IN THE COMMUNITY. - FUNDING SUPPORT FOR ORGANIZATIONS THAT ADDRESS THE ROOT CAUSES OF HEALTH AND SAFETY ISSUES AND PRMOTE ECONOMIC STABILITY. - E-RECYCLING COSTS FOR DISPOSABLE ITEMS - TEAM MEMBER TIME DEDICATED TO COMMUNITY DISASTER PREPAREDNESS Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBTS reported in Part III represent charges written off due to demise of the individual prior to the balance being paid in full or financial obligations discharged in bankruptcy. The amount reported is actual and is NOT AN ESTIMATE. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE ON PAGE 12 OF THE BAYCARE HEALTH SYSTEM, INC. AND AFFILIATES NOTES TO COMBINED FINANCIAL STATEMENTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs COST REPORTS WERE USED TO REPORT MEDICARE ALLOWABLE COSTS. MEDICARE DEFINES ALLOWABLE COSTS AS THOSE APPROPRIATE AND HELPFUL IN DEVELOPING AND MAINTAINING THE OPERATION OF PATIENT CARE FACILITIES AND ACTIVITIES. IT SPECIFICALLY EXCLUDES CERTAIN COSTS THAT ARE NOT DIRECTLY RELATED TO PATIENT CARE. THE HOSPITAL INCURS ADDITIONAL EXPENSE RELATED TO THE PROVISION OF CARE TO MEDICARE PATIENTS THAT MEDICARE HAS DEEMED NON-ALLOWABLE. THIS ADDITIONAL EXPENSE INCLUDES COSTS OF PHYSICIAN SERVICES (EMERGENCY ON-CALL FEES, HOSPITALIST PROGRAM, RECRUITMENT, ETC.), ADVERTISING COSTS, CAFETERIA COSTS FOR MEALS SOLD TO VISITORS, ETC. THE HOSPITAL ATTEMPTS TO COLLECT COINSURANCE AND DEDUCTIBLES FROM MEDICARE BENEFICIARIES. TO THE EXTENT COLLECTION EFFORTS ARE UNSUCCESSFUL, MEDICARE REIMBURSES THE HOSPITAL AT 65% OF UNPAID AMOUNTS. ANY SHORTFALL AMOUNTS HAVE NOT BEEN TREATED AS COMMUNITY BENEFIT. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance PATIENTS WHO ARE UNABLE TO PAY ARE ENCOURAGED BY BAYCARE HEALTH SYSTEM REPRESENTATIVES, VIA PERSONAL INTERVIEWS, SIGNAGE ON PATIENT BILLING STATEMENTS, BROCHURES OR CUSTOMER SERVICE PHONE CALLS, TO SUBMIT FINANCIAL INFORMATION TO THE FINANCIAL ASSISTANCE DEPARTMENT TO DETERMINE ELIGIBILITY FOR PROGRAMS, SUCH AS COUNTY, MEDICAID, DISABILITY, VICTIMS OF CRIME, CHARITY, ETC. FOR THOSE PATIENTS WHO PROVIDE ALL THE NECESSARY DOCUMENTATION AND QUALIFY FOR CHARITY ACCORDING TO THE FINANCIAL ASSISTANCE POLICY, (DEFINED IN PART I, LINE 3C), the PATIENT's ACCOUNT BALANCE WOULD BE WRITTEN OFF COMPLETELY TO CHARITY AND NOT BILLED TO THE PATIENT. Since the charity care policy is 100% for patients who are eligible, there is no remaining patient portion; therefore, there would never be a situation where a patient is known to qualify for financial assistance but is experiencing collection actions. Schedule H, Part V, Section B, Line 16a FAP website - Bartow Regional Medical Center, Inc.: Line 16a URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - Bartow Regional Medical Center, Inc.: Line 16b URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Bartow Regional Medical Center, Inc.: Line 16c URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment BARTOW REGIONAL MEDICAL CENTER, INC IS COMMITTED TO MEETING THE NEEDS OF THE COMMUNITY IT SERVES. OUR QUALITY PHILOSOPHY IS MODELED AROUND UNDERSTANDING OUR CUSTOMERS' NEEDS AND EMPLOYING STRATEGIES TO ADDRESS THOSE NEEDS IN A COMPREHENSIVE MANNER. BARTOW REGIONAL MEDICAL CENTER, INC ADDRESSES COMMUNITY HEALTH STATUS ASSESSMENTS BY ACCESSING EXISTING THIRD PARTY DATABASES PROFILING HEALTH STATUS INFORMATION FOR GEOGRAPHIES IT SERVES. THE ASSESSMENTS PROVIDE A PROFILE OF HEALTH STATUS INDICATORS IN COMPARISON TO STATE AVERAGES AND, IF AVAILABLE, NATIONAL BENCHMARKS. BARTOW REGIONAL MEDICAL CENTER, INC recognizes the importance of hearing from those they serve. Along with collecting generally available data, BARTOW REGIONAL MEDICAL CENTER, INC conducts a community-based survey to allow for community residents' voices to be heard as well as informed decision making related to health priorities. IN ADDITION, BARTOW REGIONAL MEDICAL CENTER, INC CONDUCTS PHYSICIAN COMMUNITY NEEDS STUDIES THAT OUTLINE PHYSICIAN DEFICITS BY SPECIALTY FOR THE GEOGRAPHIC AREA SERVED. STUDIES ARE ALSO CONDUCTED TO IDENTIFY GAPS IN GEOGRAPHIC ACCESS TO SERVICES SUCH AS PRIMARY CARE, OUTPATIENT SERVICES AND INPATIENT SERVICES. ALL OF THE ABOVE PROCESSES OCCUR ON AN ONGOING BASIS TO ASSIST BARTOW REGIONAL MEDICAL CENTER, INC IN DEVELOPING INITIATIVES AND PROGRAMS/SERVICES TO ADDRESS IDENTIFIED HEALTH CARE NEEDS IN THE COMMUNITIES IT SERVES. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance BARTOW REGIONAL MEDICAL CENTER, INC'S FINANCIAL ASSISTANCE TEAM MEMBERS ARE DEDICATED TO ASSISTING PATIENTS IN OBTAINING ASSISTANCE THROUGH FEDERAL, STATE AND LOCAL GOVERNMENT PROGRAMS OR THROUGH THE BAYCARE HEALTH SYSTEM, INC FINANCIAL ASSISTANCE POLICY. SIGNAGE AND BROCHURES ARE AVAILABLE, AS WELL AS TEAM MEMBERS WHOSE FULL RESPONSIBILITY IS TO ASSIST PATIENTS IN THE EMERGENCY ROOM AND ON INPATIENT UNITS. THE FINANCIAL ASSISTANCE TEAM INTERVIEWS PATIENTS FOR ALL AVAILABLE PROGRAMS, ASSISTS THE PATIENTS IN COMPLETING APPLICATIONS TO GOVERNMENT AGENCIES AND FOR HOSPITAL CHARITY CARE, ADVISES PATIENTS REGARDING AVAILABLE COMMUNITY RESOURCES FOR HEALTH CARE, REVIEWS AND APPROVES PATIENT REQUESTS FOR CHARITY CARE, AND PROVIDES EDUCATION AND SUPPORT TO THE PATIENT THROUGHOUT THE ASSISTANCE PROCESS. IN ADDITION TO THE AFOREMENTIONED COMPREHENSIVE PROCESS, BARTOW REGIONAL MEDICAL CENTER, INC ALSO INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR PATIENT CARE, BUT MAY BE ELIGIBLE FOR CHARITY OR OTHER PROGRAMS, VIA PATIENT BILLING STATEMENTS AND CUSTOMER SERVICE REPRESENTATIVE CALLS. THE GOAL IN USING THESE VARIOUS MEANS IS TO EFFECTIVELY COMMUNICATE WITH THE ENTIRE PATIENT POPULATION SO THEY ARE INFORMED AND EDUCATED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE. Schedule H, Part VI, Line 4 Community information Bartow Regional Medical Center is an acute care facility serving Polk county. The average household income of $85,527 in this area is $12,810 less than the state average household income ($98,337) and $23,143 less than the national average household income ($108,670). 9.8% of households have an annual household income below $15,000 per year. The population served is primarily White Non-Hispanic (53.6%); Hispanics are the second largest ethnic group representing 26.4% of the population. 88.0% of the population are high school graduates or higher educated. Bartow Regional Medical Center is part of BayCare Health System that serves west central Florida. The area served by Bartow Regional has 3 acute care hospitals; all are not-for-profit. The entire service area for Bartow Regional is a federally designated area labeled as medically underserved areas/populations. The population served by Bartow Regional Medical Center is expected to grow 8.3% in the next 5 years. This is higher than the expected growth rate of 5.3% for Florida and 2.4% for the United States. The fastest growing population segment is age 65+, expected to grow 16.0% in the next 5 years. Based on Florida inpatient discharge data for the period of 10/01/22 - 9/30/23, the payer mix for the Bartow Regional Medical Center service area consists of 48.4% Medicare/Medicare HMO, 17.2% Medicaid/Medicaid HMO, 22.6% Commercial Insurance, 6.4% Self pay/Non-pay, and 5.4% Other. Schedule H, Part VI, Line 5 Promotion of community health Our mission at Bartow Regional Medical Center as part of BayCare Health System is to improve the health of all we serve through community-owned services that set the standard for high-quality compassionate care. By focusing on education and prevention, we strive to create a healthier community and lower health care expenditures. Bartow Regional Medical Center (BRMC), located in Bartow, Florida, is a 72-bed acute care hospital serving south Lakeland, Bartow, Ft. Meade, Mulberry, rural south Polk County and northern Hardee County. The hospital provides a variety of services including inpatient and outpatient surgery, imaging, emergency medicine, cardiac care, and wound care. The hospital is equipped with four surgery suites, two gastroenterology suites, and one catheterization lab suite. A majority of the organization's governing body is comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. The organization uses surplus funds for improvements in facilities and equipment, patient care, medical training, education, and research. Community Involvement: BRMC involves community members as an essential component of its Board of Trustees. The trustees donate their time, talents and support; assist with policy formulation, decision making and oversight; and hail from a wide range of industries. The hospital enables its leaders to participate in organizations that benefit the well-being of the community including Bartow Chamber of Commerce. Conduit for Using Donated Funds: BayCare has received funding from Allegany Franciscan Ministries to provide capacity and support to our Faith Community Nursing program to reduce unnecessary hospital utilization and improve health outcomes for participants. Funding of $90,000 awarded in 2023 supports this work across BayCare Health System. BayCare has also received funding from Allegany Franciscan Ministries to provide assistance to those who face financial barriers in getting their needed prescription medications. Medication assistance coordinators work with patients to determine if there are vouchers available or work with the patient's doctor to see if a more cost effective, alternative medication is available. Annual funding of $50,000 provides support for this program across BayCare Health System. BayCare has received funding from Allegany Franciscan Ministries to support Hope Health. Hope Health is co-located on the grounds of Pinellas Hope, an outdoor homeless community managed by the Catholic Charities Diocese of St. Petersburg. Part of Hope Health is the Medical Respite Program (MRP), a 10-unit, safe, secure place for continued recuperation after an acute hospital encounter for patients with no permanent or transitional housing available at discharge. MRP enables homeless patients an opportunity to heal and recover while providing continued wound care, IV antibiotics, assistance with medication management, and scheduling and attending medical follow-up appointments. Funding of $60,000 awarded in 2023 supports this work. The Florida Department of Health provides funding support for the Gettin' REAL program that employs a comprehensive, collaborative community-based approach to address disparities in the health outcomes of minority populations related to diabetes and cardiovascular disease across Pinellas, Hillsborough, Pasco, and Polk Counties. In 2023, through funding support, BayCare provided screenings to 2,108 individuals, and made 2,071 referrals to lifestyle-change programs (Get into Fitness Today, National Diabetes Prevention Program, Diabetes Education Empowerment Program, and the FL Tobacco Quitline), food insecurity services, and instructor-led physical activity to achieve the best possible results for the most vulnerable. Economic Impact: There are 455 extraordinary BRMC team members and 405 physicians, who together bring the BRMC mission to life. BRMC is a member of the Lakeland Economic Development Council, Bartow Chamber of Commerce, and Bartow Economic Development Council. By inviting the next generation of health care workers to learn from the skill and expertise of our current team members, BRMC provides valuable benefit to the community. In 2023, over $91,000 in staff time was used to educate students about the many aspects of patient care. Good Neighbors: In 2023, Bartow Regional Medical Center provided over $11,000 in financial support to community not-for-profit organizations serving those disadvantaged across the community through sponsorship funds. Bartow Regional Medical Center recognition: * BRMC's Center for Wound Care and Hyperbaric Medicine received a Center of Distinction award from Healogics, which provides advanced wound care. * Bartow Regional Medical Center is an accredited Center of Excellence by the Surgical Review Corporation for practicing the gold standard of evidence-based surgical care. * BRMC earned an 'A' grade in both Spring and Fall of 2023 from The Leapfrog Group, a national nonprofit that tracks hospital safety. BayCare recognition: * Fortune/PINC AI placed BayCare Health System in the top quartile of large U.S. health systems for clinical outcomes, patient experience, and operational efficiency. * The Leapfrog Group, a non-profit that promotes patient safety, awarded an "A" grade to all 11 BayCare eligible acute care hospitals in fall 2023. That was 1 more "A" grade than was awarded in spring 2023. * BayCare earned 12 Press Ganey Human Experience Awards for extraordinary patient experience based on patient surveys, including three "Pinnacle of Excellence - Patient Experience" awards for achieving the top 5% in patient experience over a three-year period. * BayCare's ambulatory surgery centers were the first in the U.S. to achieve the American Nurses Credentialing Center's Pathway to Excellence designation for superior work environments. They joined BayCare's eligible hospitals in earning the Pathway to Excellence designation in 2023. * In 2023, BayCare received 4 workplace awards: - Fortune Best Workplaces in Health Care & Biopharma (7th year in a row) - Fortune 100 Best Companies to Work For - PEOPLE Companies that Care - Tampa Bay Times Top Workplaces (annually since 2015) Responding to Needs Bartow Regional Medical Center recognizes that Polk County's implementation plans must start with a deep understanding of the issues affecting health and the community resources available to improve related health outcomes. In 2022, BayCare worked alongside other local not-for-profit hospitals and county departments of health as the All4HealthFL Collaborative. The purpose of the All4HealthFL Collaborative is to improve health by leading regional, outcome-driven health initiatives that have been prioritized through community health assessments. The Collaborative came together to conduct the triennial Community Health Needs Assessment (CHNA) to drive the next cycle of CHNA programming. To provide as complete an overview as possible of the health behaviors and perceptions of Polk County residents, a 59-question community survey was developed. The primary purpose of utilizing a community survey was to ensure that the voices of Polk County residents were heard, engaging those most impacted by health issues where they live, work, play and raise families. The survey addressed health and lifestyle behaviors, quality of life and access to care. The community survey used validated and reliable questions obtained from state and national needs assessments, passed a rigorous literacy review and was available in English, Spanish, and Creole. In addition, the All4HealthFL Collaborative engaged a health equity expert to validate the verbiage of survey questions and responses to ensure equity for all respondents. Intentional and strategic outreach was integral in getting a robust and representative response rate. Due to the ongoing COVID-19 pandemic, surveys were primarily deployed electronically, using either a direct link or QR code for easy access. The collaborative was prepared for this and leveraged our partners across the county to ensure that the voices of our residents were heard. Even during the challenges posed by the pandemic, the survey was disseminated in libraries, churches, food pantries and community centers. This strategy allowed for engagement of low-income, minority and medically underserved populations. Through the collaborative's efforts, every zip code in Polk County was represented in the survey collection. (Continued) Schedule H, Part VI, Line 6 Affiliated health care system BayCare Health System, headquartered in Clearwater, Florida, is the leading, not-for-profit health care system that connects individuals and families to a wide range of services at 16 hospitals and hundreds of other convenient locations throughout West Central Florida, including Tampa Bay. Inpatient and outpatient services include acute care, primary care, imaging, laboratory, surgery centers, wellness centers, behavioral health, home care and urgent care. BayCare's 2023 Report to the Community can be viewed at BayCare.org/Annual-Report. BayCare's 16 hospitals are Bartow Regional Medical Center, BayCare Alliant, BayCare Hospital Wesley Chapel, Mease Countryside, Mease Dunedin, Morton Plant, Morton Plant North Bay, St. Anthony's, St. Joseph's, St. Joseph's Children's, St. Joseph's Women's, St. Joseph's-North, St. Joseph's-South, South Florida Baptist, Winter Haven and Winter Haven Women's. (In certain cases, hospital locations with the same tax identification and state license number are listed as one facility on Form 990, Schedule H, consistent with IRS reporting guidelines.) In March 2023, BayCare opened its 16th hospital, BayCare Hospital Wesley Chapel, to serve a rapidly growing area of Pasco County on Florida's gulf coast. BayCare also continued construction of a replacement hospital for South Florida Baptist Hospital in Plant City, with an expected opening in 2024, and announced plans to build a new hospital for St. Joseph's Children's Hospital in Tampa. In April 2023, BayCare made its first move into Manatee County with the opening of a primary care medical office. BayCare is working on plans to build Manatee's first not-for-profit hospital with a projected opening in 2027. BayCare was founded in 1997 after leaders of several of the area's independent, not-for-profit hospitals began discussing ways to ensure that high-quality, not-for-profit health care would remain a viable option for the Tampa Bay community for decades to come. The founding hospitals agreed to sacrifice some of their autonomy to be operated by a new entity, BayCare Health System. With $5.5 billion in operating revenue in 2023, BayCare is now a fully integrated health system dedicated to providing high-quality, compassionate care to all we serve, regardless of their ability to pay. In 2023, BayCare had 4,004 hospital beds, 18 urgent care centers, 4 surgery centers, 15 outpatient imaging facilities, 185 physician practice locations and 20 behavioral health practice locations. BayCare annually generates $10 billion in economic impact in the region and state. BayCare is one of the largest employers in the Tampa Bay area, with 31,993 team members. During 2023, BayCare provided $766 million in benefits for its employees, including $238 million in retirement savings, $208 million in medical insurance, $193 million in paid time off and $70 million in education assistance. In 2023, BayCare was ranked in the top quartile of large U.S. health systems by Fortune/PINC AI based on clinical outcomes, operational efficiency and patient experience. In addition, all 11 of BayCare's eligible acute care hospitals received "A" grades on patient safety from The Leapfrog Group in fall 2023; BayCare hospitals earned numerous five-star ratings on clinical outcomes from Healthgrades; and BayCare earned 12 Press Ganey awards for extraordinary patient experience based on patient surveys. In the area of workplace honors, BayCare was named to two prestigious national lists: Fortune Best Workplaces in Health Care and PEOPLE Companies that Care. BayCare also made the 2023 Top Workplaces list of the Tampa Bay Times newspaper, an achievement annually since 2015. In 2023, BayCare provided $557 million in total Community Benefit, including $399 million in Medicaid and other income-based programs, $81 million in traditional charity care and $77 million in unbilled community services, all measured in unreimbursed costs. Addressing hunger has been a vital mission for BayCare since 2019, when a Community Health Needs Assessment identified food insecurity as one of the top issues in the Tampa Bay and West Central Florida regions. After a second needs survey in 2022 established that food insecurity was still a pressing issue, BayCare expanded its efforts. During 2023, BayCare contributed major financial support to 42 school-based food pantries operated by BayCare partner Feeding Tampa Bay, providing free food to students, their families and others who live near each school. The pantries served 30,000 households during 2023. BayCare also asks all patients admitted to its 16 hospitals if they are food insecure and offers a "Healing Bag" upon discharge to anyone who answers "yes." The bags contain two to three days of nonperishable food, plus information about food resources near their homes. More than 13,000 Healing Bags were distributed during 2023. Also in 2023, BayCare stepped up on another issue of great concern across Florida and the nation: children's mental health. BayCare brought to the Tampa Bay region "On Our Sleeves," a national movement to address the mental health needs of children. BayCare is making a $250,000 annual investment so parents and caregivers can utilize the program's tools and resources. Twenty-six years after BayCare was created, it is achieving the goal of its founders to preserve access to not-for-profit health care for the communities of Tampa Bay and West Central Florida, and it is fulfilling its Mission as an organization to "improve the health of all we serve through community-owned services that set the standard for high-quality, compassionate care." true Tri-County Human Services Inc 1815 N Crystal Lake Dr Lakeland FL 33801 591708182 501(c)(3) 136454 Behavioral Health Tampa Bay Thrives 1002B S Church Street PO Box 18051 Tampa FL 33679 843036723 501(c)(3) 35076 Behavioral Health Feeding America Tampa Bay 4702 Transport Dr 6 Tampa FL 33605 592116576 501(c)(3) 66224 Food Insecurity Church Services Center 495 E Summerlin St Bartow FL 33830 591162397 501(c)(3) 72750 Access to Health and Social Services Gospel Inc PO Box 3278 Lakeland FL 33802 900771464 501(c)(3) 31500 Access to Health and Social Services Florida Harm Reduction Collective Inc 1525 16th St S St Petersburg FL 33705 863321717 501(c)(3) 16481 Behavioral Health Lakeland Volunteers in Medicine Inc 600 W Peachtree St Lakeland FL 33815 522351630 501(c)(3) 24046 Access to Health and Social Services Nationwide Childrens Hospital 700 Childrens Dr Columbus OH 43205 314379441 501(c)(3) 27500 On our Sleeves Program YMCA of the Suncoast Inc 8411 Photonics Dr Trinity FL 34655 590810731 501(c)(3) 12850 Exercise, Nutrition and Weight Salvation Army 1424 Northeast Expressway Atlanta GA 30329 580660607 501(c)(3) 32850 Behavioral Health Wheelchairs 4 Kids Inc 200 S Pinellas Ave Suite 3 Tarpon Springs FL 33881 451308941 501(c)(3) 5549 to support the purchase of chairs or adaptable equipment for children 11 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. BARTOW REGIONAL MEDICAL CENTER, INC. CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. WE STRIVE TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. TYPICALLY, MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR LOCAL COMMUNITY RECEIVES FROM THESE CONTRIBUTIONS. false true false false false false false false false KIMBERLY GUY TRUSTEE/Chief Operating Officer 0 626058 0 215976 0 204163 0 58919 0 34582 0 1139698 0 0 STEPHANIE CONNERS TRUSTEE/PRESIDENT & CEO BAYCARE 0 1576101 0 725000 0 275013 0 115982 0 17146 0 2709242 0 0 KAREN KERR TRUSTEE/PRESIDENT SFBH & BRMC 0 279493 0 112164 0 146802 0 31492 0 34966 0 604916 0 0 CARL TREMONTI FORMER VP, CFO BMG, AMB 0 444831 0 158167 0 158887 0 54411 0 14203 0 830500 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 0 417337 0 149228 0 108445 0 72236 0 40941 0 788187 0 0 JONATHAN FLOYD DIRECTOR OF PATIENT SERVICES 118593 0 19007 0 21617 0 2971 0 24116 0 186304 0 0 0 JOHN KINCAID CLINICAL NURSE III - ER 179134 0 700 0 8418 0 9413 0 12345 0 210009 0 0 0 CLINTON SHOUPPE DIR OPERATIONS BARTOW REG MED CNTR 164671 0 21179 0 632 0 8675 0 5946 0 201103 0 0 0 AARON STROSS CLINICAL NURSE II 139663 13359 285 0 16271 14 3662 0 9639 0 169520 13373 0 0 CARMEN TRINDADE MANAGER PHARMACY 169334 0 15645 0 836 0 8908 0 8308 0 203032 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish compensation of the CEO (or COO) of the filing organization. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Stephanie Conners - Participated in a supplemental nonqualified deferred compensation plan. She had $105,513 of nonvested benefits accrue in 2023. This amount is included in Part II (C) Retirement and other deferred compensation. Kimberly Guy - Participated in a supplemental nonqualified deferred compensation plan. She had $98,757 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $38,861 in 2023. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $33,829 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. He had $55,736 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $33,829 in 2023. Karen Kerr - Participated in a supplemental nonqualified deferred compensation plan. She had $50,656 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $19,933 in 2023. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $73,104 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $28,767 in 2023. Form 990, Part V, Line 1a Number reported in Box 3 of Form 1096 THE TOTAL NUMBER FROM BOX 3 OF FORM 1096 IS REPORTED BY BAYCARE HEALTH SYSTEM, INC, EIN 59-2796965, A RELATED ORGANIZATION THAT PROCESSES FORMS 1099 FOR ITS AFFILIATES. SUCH REPORTING ALIGNS THE FORM 1096, BOX 3 REPORTING TO THE ISSUING EIN. Form 990, Part VI, Line 15b Process for determining compensation SEE NARRATIVE FOR PART VI, LINE 15A Form 990, Part VI, Line 15a Process for determining compensation THE FILING ORGANIZATION DOES NOT DIRECTLY COMPENSATE SOME OF ITS TOP MANAGEMENT EMPLOYEES; RATHER COMPENSATION IS PAID BY A RELATED ORGANIZATION THAT FOLLOWS THE COMPENSATION POLICY OF THE INDEPENDENT COMPENSATION COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE'S PURPOSE IS TO PROVIDE OVERSIGHT FOR THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM, REVIEW AND APPROVE COMPENSATION AND BENEFITS FOR ALL "DISQUALIFIED PERSONS" SUBJECT TO THE INTERMEDIATE SANCTIONS REGULATIONS ISSUED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE (INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICERS & CHIEF FINANCIAL OFFICER, OTHER SYSTEM AND ENTITY EXECUTIVES, AND OTHER DISQUALIFIED PERSONS AS DEFINED IN THE INTERMEDIATE SANCTIONS REGULATIONS; I.E., VOTING MEMBERS OF THE GOVERNING BODY, FAMILY MEMBERS, FORMER OFFICERS), AND ESTABLISH THE COMPENSATION PHILOSOPHY FOR ALL OTHER EXECUTIVES. THIS COMMITTEE ENGAGES NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS TO ASSIST THEM IN REVIEW OF EXECUTIVE COMPENSATION. THE COMPENSATION CONSULTANTS PROVIDE A REVIEW OF EACH VICE PRESIDENT AND ABOVE IN THE SYSTEM TO DETERMINE IF THAT EMPLOYEE'S COMPENSATION IS REASONABLE WHEN COMPARED AGAINST MARKET STANDARDS. THE DATA REVIEWED COMES FROM COMPENSATION STUDIES THAT INCLUDE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE ORGANIZATION KEEPS CONTEMPORANEOUS MINUTES OF THE COMPENSATION COMMITTEE MEETINGS AND DECISIONS. EXTERNAL CONSULTANTS REVIEW COMPENSATION EVERY OTHER YEAR, THE LAST REVIEW OCCURING IN 2023, BUT THE COMPENSATION COMMITTEE REGULARLY MONITORS COMPENSATION AND ALL OTHER PROCEDURES ARE FOLLOWED ANNUALLY. Form 990, Part VI, Line 1a Delegate broad authority to a committee The organization has committees with authority to make decisions and/or act in regard to specific matters. The composition and scope of authority for any such committees are described in the organization's governing documents. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS BAYCARE HEALTH SYSTEM, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD members shall be DETERMINED BY THE SOLE MEMBER FROM TIME TO TIME. SUCH DIRECTORS SHALL BE APPOINTED AS FOLLOWS: (I) FOUR DIRECTORS SHALL BE APPOINTED BY THE MEDICAL STAFF; AND (II) THE REMAINING DIRECTORS SHALL BE APPOINTED BY THE SOLE MEMBER, A MAJORITY OF WHICH SHALL BE INDEPENDENT, COMMUNITY MEMBERS. SUBJECT TO ARTICLE III OF THE BYLAWS, THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY THE BOARD OF DIRECTORS IN A MANNER CONSISTENT WITH THE BYLAWS AND OTHER APPLICABLE LAW. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE MEMBER SHALL HAVE THE RIGHT TO MAKE ALL DECISIONS REGARDING THE GOVERNANCE, STRATEGY, FINANCES, AND OPERATIONS OF THE CORPORATION, INCLUDING, WITHOUT LIMITATION, THE EXCLUSIVE AUTHORITY TO AUTHORIZE, APPROVE, AND/OR PERFORM THE FOLLOWING: (1) THE APPROVAL of THE CORPORATION'S STRATEGIC PLAN, OPERATING BUDGETS, AND CAPITAL BUDGETS; (2) THE APPROVAL OF THE CORPORATION'S PHILOSOPHY, MISSION STATEMENT, AND PURPOSES; (3) THE ADDITION, DELETION, OR RECONFIGURATION OF THE SERVICES AMONG THE CORPORATION AND ITS AFFILIATES; (4) THE ESTABLISHMENT OF THE FEES AND CHARGES ON BEHALF OF THE CORPORATION; (5) THE EXECUTION OF MANAGED CARE CONTRACTS ON BEHALF OF THE CORPORATION; (6) THE APPROVAL OF NON-BUDGETED EXPENDITURES AND INCURRENCE OF INDEBTEDNESS ABOVE LIMITS APPROVED BY THE SOLE MEMBER FROM TIME TO TIME; (7) THE HIRING, FIRING, DISCIPLINE, AND DISCHARGE OF THE CORPORATION'S PRESIDENT; (8) THE PURCHASE, SALE, TRANSFER, LEASE, LOAN, OR OTHER ENCUMBRANCE OF THE CORPORATION'S ASSETS ABOVE A CERTAIN THRESHOLD APPROVED BY THE SOLE MEMBER FROM TIME TO TIME; (9) AMENDMENT OF THE ARTICLES OF INCORPORATION AND THE BYLAWS; (10) THE FILING OF A VOLUNTARY PETITION IN BANKRUPTCY OR OTHER APPLICATION FOR JUDICIAL RELIEF FROM THE CREDITORS OF THE CORPORATION; AND (11) THE DEVELOPMENT OR ACQUISITION OF NEW FACILITIES AND/OR THE CLOSURE OR RELOCATION OF ANY FACILITY OPERATED BY THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is prepared by the organization and reviewed by the CFO as well as the organization's paid preparer. Prior to filing with the IRS, a final copy of the form 990 is made available to the entire Board. Form 990, Part VI, Line 12c Conflict of interest policy BARTOW REGIONAL MEDICAL CENTER, INC. HAS TWO SEPARATE CONFLICT OF INTEREST PROCEDURES; ONE THAT RELATES TO BOARD MEMBERS AND ANOTHER THAT RELATES TO NON-BOARD MEMBER EMPLOYEES. BOTH GROUPS ARE REQUIRED ON AN ANNUAL BASIS TO COMPLETE, SIGN AND FILE AN ANNUAL DISCLOSURE STATEMENT DETAILING EXISTING OR POTENTIAL CONFLICTS OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS AFFILIATE, BAYCARE HEALTH SYSTEM, INC. THE CONSOLIDATED FINANCIAL STATEMENTS OF BAYCARE HEALTH SYSTEM, INC. ARE AVAILABLE THROUGH EMMA FOR BOND INVESTORS. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE FILING OF THOSE DOCUMENTS WITH THE FLORIDA DEPARTMENT OF STATE AND CAN BE LOCATED AT SUNBIZ.ORG. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part IX, Line 11g Other Fees MANAGEMENT FEE ALLOCATION - Total Expense: 10374754, Program Service Expense: , Management and General Expenses: 10374754, Fundraising Expenses: ; PROFESSIONAL FEES - Total Expense: 4368704, Program Service Expense: 4368704, Management and General Expenses: , Fundraising Expenses: ; OUTSIDE SERVICES - Total Expense: 1595995, Program Service Expense: 1442207, Management and General Expenses: 153788, Fundraising Expenses: ; MEDICAL RECORDS CODING - Total Expense: 471033, Program Service Expense: 471033, Management and General Expenses: , Fundraising Expenses: ; Wound Care Management - Total Expense: 300776, Program Service Expense: 300776, Management and General Expenses: , Fundraising Expenses: ; OTHER - Total Expense: 123358, Program Service Expense: 110038, Management and General Expenses: 13320, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; BAYCARE HEALTH SYSTEM INC 2985 DREW STREET CLEARWATER FL 337593012 592796965 HEALTH SERVICES FL 501(c)(3) Type I NA false BAYCARE BEHAVIORAL HEALTH INC 7809 MASSACHUSETTS AVE NEW PORT RICHEY FL FL 346533028 591371752 HEALTH SERVICES FL 501(c)(3) 7 BCHS false BEHAVIORAL HEALTH MGMT SERVICES INC 900 CARILLON PKWY STE 406 ST PETERSBURG FL 337161121 593279573 HEALTH SERVICES FL 501(c)(3) 10 BC BEH HEALTH false BAYCARE EMERG ASSISTANCE PROGRAM 2985 DREW STREET CLEARWATER FL 337593012 592697770 EMERGENCY ASSISTANCE FL 501(c)(3) 10 BCHS false BAYCARE HOME CARE INC 8452 118TH AVE N LARGO FL 337735007 593582520 HOME HEALTH FL 501(c)(3) 10 BCHS false BAYCARE MEDICAL GROUP INC 300 S PARK PLACE BLVD CLEARWATER FL 337594931 593140035 PHYSICIANS FL 501(c)(3) 10 BCHS false WINTER HAVEN HOSPITAL INC 200 AVENUE F NE WINTER HAVEN FL 338814131 590724462 HOSPITAL FL 501(c)(3) 3 BCHS false BAYCARE SELECT HEALTH PLANS INC 2985 DREW STREET CLEARWATER FL 337593012 810795815 MCR ADVANTAGE FL 501(c)(4) BCHS false BAYCARE PASCO INC 4501 BRUCE B DOWNS BLVD WESLEY CHAPEL FL 33544 832099849 HOSPITAL FL 501(c)(3) 3 BCHS false BAYCARE MANATEE INC 2985 DREW STREET CLEARWATER FL 337593012 863276411 POTENTIAL HOSPITAL FL 501(c)(3) 3 BCHS false NORTHSIDE BEHAVIORAL HEALTH CENTER INC 12512 Bruce B Downs Blvd Tampa FL 33612 591641327 HEALTH SERVICES FL 501(c)(3) 7 BCHS false NORTHSIDE PROPERTIES INC 12512 BRUCE B DOWNS BLVD TAMPA FL 33612 592199868 LOW INCOME HOUSING FL 501(c)(3) 10 BCHS false BAYCARE PURCHASING PARTNERS LLC 2985 Drew Street Clearwater FL 33759 640950837 GROUP PURCHASING FL BCHS Related 240916 155658 false 7833 false 0.0178 BAYCARE SURGERY CENTERS LLC 8452 118TH AVE N LARGO FL 337735007 460591430 SURGERY CENTER FL NA N/A false false BCHS INSURANCE LTD 720 W BAY RD BUCKINGHAM SQUARE GRAND CAYMAN CJ KY11102 CAPTIVE INSURANCE CJ NA C Corporation false MEDSPECIALISTS INC PO Box 210 CLEARWATER FL 33757 680587533 PAYROLL SERVICES FL NA C Corporation false false false false true false false false false true true false false true false true false false true true