2024-08-14T14:29:15+00:00 2023-09-30 990 2022-10-01 593410739 Baptist Health Ambulatory Services Inc BAPT 9042022883 1660 Prudential Dr 203 Jacksonville FL 32207 KEITH TICKELL SVP & CFO 2024-08-14 2022 2024-08-08 14:25:15Z Michael A Mayo 841 Prudential Dr Ste 1601 Jacksonville FL 32207 4769750 false X www.baptistjax.com X 1996 FL Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. 3 0 113 0 0 0 0 0 5039702 4762996 -12230 6754 0 0 5027472 4769750 0 0 0 0 5541858 5964526 0 0 0 1442738 1444912 6984596 7409438 -1957124 -2639688 2645748 3931646 2270846 1559420 374902 2372226 Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion. false false 4763280 4593406 Baptist Health Research Institute: BHRI is NE FL most comprehensive Hospital Based Research Institute. BHRI supports Research at all BMC Centers of Excellence which include Neurology, Neurosurgery Stroke, Neurosurgery Spine, Cardiology, Endocrinology, Pulmonology, Infectious Disease, Bariatric and Orthopedics. BHRI also has the Neuro Research and Training Lab where hands-on surgical simulation instruction is provided to physicians, fellows, residents, etc. from the U.S. and abroad. BHRI handles all aspects of Research from Administrative and Regulatory support as well as financial reporting for the System. Through BHRI's affiliation with current Quality networks, the data collected assists the entire Health system to make sound decisions based on real-life data. During FY2023, BHRI participated in 70 trials divided between the specialties. Patients are enrolled on all campuses of Baptist Medical Center which makes for a diverse patient population in the clinical trials. Clinical Trials Office: The Clinical Trials Office provides research services for those patients seen at Baptist MD Anderson Cancer Center for their care and treatment. The Clinical Trials Office participated in 92 trials during FY2023. Cancer types studied include, but are not limited to Breast, Gynecologic, Lung & Chest, GI, Brain, and Skin. 969113 Baptist Health Ambulatory Services, Inc. includes the Baptist Health Wellness Center locations at Nocatee, North, Riverside, Mandarin and Fleming Island areas. The Mandarin location opened in 2015 and celebrated another year of partnership between Baptist Health and the JCA. Baptist Health continued their commitment to connect with community members where they live, work and play. Baptist Health Wellness Centers offer wellness coaching, care navigation, and health screenings, including blood pressure, body composition, cholesterol, glucose, and triglyceride values. Each center offered a monthly health education schedule that included Talk with a Doc and Ask the Expert sessions that were free and open to the community, regardless of membership. Family/parenting classes and interactive holistic events were also held in the centers for a minimal fee. In fiscal year 2023, there were 558 community member screenings, 2,264 wellness coaching sessions, 1,213 coaching referrals, and 398 health education talks/programs with total participation and engagement of 7,995 individuals. 495353 169590 Corporate Health, d/b/a PATH, provides health and wellness services to employers located primarily in Northeast Florida, but may also have employee representation across the United States. PATH has over 60 local employer clients and they provide the following services: annual biometric screenings, care coordination, digital well-being engagement, wellness challenges, health coaching, wellness presentations, annual physicals for first responders and more. PATH exists to act as an extension of Baptist Health services and providers for the community through direct to employer relationships. 6227746 true false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 15 0 113 true false false false false false false false false false false false false X 3 0 false false false false true true true true true false false false true true true true true true true false X Scott Finnegan 9042023270 841 Prudential Dr Ste 1602 Jacksonville FL 32207 Keith A Tickell Treasurer 0.5 39.5 X X 0 698129 29595 Michael A Mayo DHA President 0.5 39.5 X X 0 1457401 50534 Matthew A Zuino Director 0.1 39.9 X 0 836490 167117 G Scott Baity Esq Secretary 0.5 39.5 X 0 655656 154657 T Scott Finnegan Asst. Treasurer 0.3 39.7 X 0 407047 121911 Timothy Groover MD Vice President 0.5 39.5 X 0 979071 158429 Atinuke M Ogunsan Pharmacist, Investigat. Drug 40.0 0 X 154103 0 29677 Cassandra M Bruce Dir, Corporate Health 40.0 0 X 124970 0 17875 Marjorie Rochette Delucia Pharmacist, Investigat. Drug 40.0 0 X 151515 0 28438 Poonam K Neki Dir, Research 40.0 0 X 181696 0 8147 Sushmitha Gubbi Dir, Research - BHRI 40.0 0 X 186731 0 7769 Brett S McClung Former President (AS OF 05.01.21) 0.0 0.0 X 0 1267141 0 Scott M Wooten Former Treasurer (As of 12.28.21) 0.0 0.0 X 0 3556910 2164 799015 9857845 776313 7 true true false APPLIED HEALTH ANALYTICS 480 James Robertson Parkway Ste 200 Nashville TN 37219 Medical Software 211743 1 0 0 0 0 0 0 0 0 Clinical research trial studies 541700 4593406 4593406 Healthcare screenings 621990 169590 169590 0 0 0 0 4762996 6754 6754 0 0 0 0 0 0 0 0 0 4769750 4762996 0 6754 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4310437 3620767 689670 0 185390 155728 29662 0 1132201 951049 181152 0 336498 282658 53840 0 0 0 0 0 37916 18958 18958 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58700 49307 9393 0 11021 9258 1763 0 394949 331757 63192 0 298960 251126 47834 0 0 0 0 0 298287 250561 47726 0 18138 15236 2902 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 165821 139290 26531 0 11239 9441 1798 0 Medical Supplies 104433 104433 0 0 Education 35896 30153 5743 0 Licenses & Permits 8871 7452 1419 0 Dues and Memberships 681 572 109 0 0 0 0 0 7409438 6227746 1181692 0 0 0 0 0 0 0 0 0 0 0 172623 38325 0 0 0 0 0 0 0 0 139081 125101 1793874 1109908 683628 683966 0 0 0 0 0 1650416 3084254 2645748 3931646 943523 704511 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1327323 854909 2270846 1559420 X 374902 2372226 0 0 0 0 0 0 0 0 374902 2372226 2645748 3931646 X -2639688 0 0 0 0 4637012 X false true X true false X X 1 Southern Baptist Hospital of Florida Inc 590747311 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false Schedule A, Part I, Line 12g(iv) Description of non-monetary support The filing organization provides clinical research studies at no cost to patients of the supported hospital and the community of northeast Florida and southeast Georgia. 837763 422755 415008 915795 687153 228642 40316 40316 683966 Due From Affiliated Organizations 2945204 Lease Right of Use Asset 456 Internally Developed Software 138594 3084254 0 Due to Affiliated Organizations 761157 Long Term Lease Liability 93752 854909 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Part X Line 2 With few exceptions, Baptist Health Ambulatory Services, Inc is no longer subject to examinations by major tax jurisdictions for years ended September 30, 2019 and prior. Management does not believe there are any material uncertain positions. true true false false false false false false false Michael A Mayo DHA President 0 1178835 0 217401 0 61165 0 17538 0 32996 0 1507935 0 0 Keith A Tickell Treasurer 0 637865 0 60239 0 25 0 14488 0 15107 0 727724 0 0 Matthew A Zuino Director 0 750982 0 79696 0 5812 0 145417 0 21700 0 1003607 0 0 Scott M Wooten Former Treasurer (As of 12.28.21) 0 800065 0 103047 0 2653798 0 1793 0 371 0 3559074 0 2416717 Brett S McClung Former President (AS OF 05.01.21) 0 1118000 0 125000 0 24141 0 0 0 0 0 1267141 0 0 Timothy Groover MD Vice President 0 616206 0 324161 0 38704 0 136733 0 21696 0 1137500 0 0 G Scott Baity Esq Secretary 0 549772 0 66960 0 38924 0 142844 0 11813 0 810313 0 0 T Scott Finnegan Asst. Treasurer 0 348811 0 36001 0 22235 0 109918 0 11993 0 528958 0 0 Sushmitha Gubbi Dir, Research - BHRI 174105 0 12601 0 25 0 1045 0 6724 0 194500 0 0 0 Poonam K Neki Dir, Research 169540 0 12131 0 25 0 7208 0 939 0 189843 0 0 0 Atinuke M Ogunsan Pharmacist, Investigat. Drug 150080 0 0 0 4023 0 23623 0 6054 0 183780 0 0 0 Marjorie Rochette Delucia Pharmacist, Investigat. Drug 151488 0 0 0 27 0 9346 0 19092 0 179953 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION POLICY OF BAPTIST HEALTH SYSTEM, INC. (BHS), THE ORGANIZATION'S SOLE MEMBER, THE LEADERSHIP & COMPENSATION COMMITTEE (THE COMMITTEE) OF BHS (MADE UP OF INDEPENDENT DIRECTORS OF BHS) ANNUALLY ENGAGES A THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT WHO PROVIDES COMPARABLES FOR EXECUTIVE COMPENSATION BASED ON CURRENT DATA REGARDING COMPENSATION PAID TO SIMILAR EXECUTIVES AT SIMILARLY-SITUATED TAX EXEMPT HEALTH SYSTEMS IN THE U.S. SUCH CONSULTANT USES THESE COMPARABLE HEALTH SYSTEMS , WHICH ARE GENERALLY THE SAME SIZE AS BHS (CONSIDERING REVENUE AND OTHER APPROPRIATE INDICATORS), TO ESTABLISH AN APPROPRIATE MARKET. WHEN THE COMMITTEE MEETS WITH SUCH CONSULTANT, THE CONSULTANT PROVIDES TO COMMITTEE MEMBERS EXECUTIVE COMPENSATION TARGET LEVELS THAT ARE COMPETITIVE WITH THE MARKET. GENERALLY, THE MEDIAN OF THE MARKET IS TARGETED. THE ACTUAL AMOUNT THAT BHS EXECUTIVES RECEIVE AS COMPENSATION MAY BE HIGHER OR LOWER THAN THE MEDIAN, DEPENDING ON BHS'S AND THE INDIVIDUAL'S PERFORMANCE. ONE OBJECTIVE OF THE COMMITTEE IS TO HAVE A STRONG LINK BETWEEN BHS AND INDIVIDUAL PERFORMANCE AND EXECUTIVE COMPENSATION SUCH THAT IF BHS AND THE INDIVIDUAL PERFORM AT AN OPTIMAL LEVEL, HIS OR HER COMPENSATION IS IN THE HIGHER RANGE OF THE MARKET. CONVERSELY, IF EITHER BHS OR INDIVIDUAL PERFORMANCE IS BELOW EXPECTATION, COMPENSATION MAY BE IN THE LOWER RANGE OF THE MARKET. OTHER FACTORS THAT INFLUENCE EXECUTIVE COMPENSATION RELATIVE TO THE MARKET INCLUDE THE EXECUTIVE'S EXPERIENCE AND BHS'S NEED TO ATTRACT AND RETAIN TOP EXECUTIVE TALENT. MINUTES OF THIS ANNUAL COMPENSATION REVIEW BY THE COMMITTEE ARE RECORDED BY SUCH CONSULTANT AND ARE APPROVED PROMPTLY BY THE CHAIR OF THE COMMITTEE. Schedule J, Part I, Line 4a Severance or change-of-control payment The following individual received severance payments during calendar year 2022: Brett McClung $1,118,000 and Scott Wooten $784,616. This amount is included on Schedule J, part II, column b(iii). Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Baptist Health System, Inc. (BHS) parent affiliate of Baptist Health Ambulatory Services, Inc., has three supplemental nonqualified retirement plans (SERPs). One is a SERP for certain executives, another is a defined benefit SERP for vice presidents, and the third is a defined contribution SERP for senior management. These SERPs are plans described in IRS Section 457(f). The benefits under these plans accrue during each executive's term of employment. These benefits are unvested and subject to forfeiture until the covered employee reaches retirement age or the five-year anniversary of the contribution date. The following individuals accrued unvested benefits under these plans during calendar year 2022: Scott Finnegan $63,919, Matthew Zuino $130,929, Timothy Groover M.D. $122,245, and G. Scott Baity $99,204. These accrued benefits are unvested and subject to forfeiture unless the named employee remains employed with BHS until the covered employee reaches retirement age or the five-year anniversary of the contribution date. This amount is included on Schedule J, part II, column (c). Scott Wooten has vested his SERP benefit during 2022. In addition to Mr. Wooten's yearly compensation of $156,590 ($156,219 taxable compensation and deferred compensation with non-taxable benefits of $371), the total amount of the taxable SERP was also included in his W-2, Box 5 in the amount of $2,617,868, per IRS guidelines. The taxable SERP compensation was paid to Mr. Wooten as a one-time lump sum amount. The SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990." Form 990, Part VI, Line 6 Classes of members or stockholders The organization has a sole corporate member, Baptist Health System, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Board of Directors of Baptist Health System, Inc, the sole corporate member of the organization, elects the members of the governing body of the organization. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Board of Directors of Baptist Health System Inc, the sole corporate member of the organization, has the right to remove Directors of the Organization and must approve any amendments to the governing documents of the Organization. Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 and accompanying schedules are prepared internally and then provided to Baptist Health System, Inc. who is the sole corporate member of Baptist Health Ambulatory Services, Inc. The board of directors of Baptist Health System, Inc. are provided a copy of the form 990 and all accompanying schedules prior to filing with the internal revenue service center. Form 990, Part VI, Line 12c Conflict of interest policy The Board of Directors of the organization's sole member, Baptist Health System, Inc., has appointed a Conflicts of Interest Committee which regularly reviews the required disclosures of potential conflicts of interest by the Directors and Officers of the organization and its affiliates and recommends any action to be taken with regard to such disclosures. In accordance with the Conflicts of Interest Policy, during meetings of the organization's governing body, a Director who may have a conflict of interest is excused from discussion by the governing body about any transaction or matter that may have given rise to the Director's actual or potential conflict of interest. Form 990, Part VI, Line 15a Process to establish compensation of top management official IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION POLICY OF BAPTIST HEALTH SYSTEM, INC. (BHS), THE ORGANIZATION'S SOLE MEMBER, THE LEADERSHIP & COMPENSATION COMMITTEE (THE COMMITTEE) OF BAPTIST HEALTH SYSTEM, INC. (BHS) (MADE UP OF INDEPENDENT DIRECTORS OF BHS) ANNUALLY ENGAGES A THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT WHO PROVIDES COMPARABLES FOR EXECUTIVE COMPENSATION BASED ON CURRENT DATA REGARDING COMPENSATION PAID TO SIMILAR EXECUTIVES AT SIMILARLY-SITUATED TAX EXEMPT HEALTH SYSTEMS IN THE U.S. SUCH CONSULTANT USES THESE COMPARABLE HEALTH SYSTEMS , WHICH ARE GENERALLY THE SAME SIZE AS BHS (CONSIDERING REVENUE AND OTHER APPROPRIATE INDICATORS), TO ESTABLISH AN APPROPRIATE MARKET. WHEN THE COMMITTEE MEETS WITH SUCH CONSULTANT, THE CONSULTANT PROVIDES TO COMMITTEE MEMBERS EXECUTIVE COMPENSATION TARGET LEVELS THAT ARE COMPETITIVE WITH THE MARKET. GENERALLY, THE MEDIAN OF THE MARKET IS TARGETED. THE ACTUAL AMOUNT THAT BHS EXECUTIVES RECEIVE AS COMPENSATION MAY BE HIGHER OR LOWER THAN THE MEDIAN, DEPENDING ON BHS'S AND THE INDIVIDUAL'S PERFORMANCE. ONE OBJECTIVE OF THE COMMITTEE IS TO HAVE A STRONG LINK BETWEEN BHS AND INDIVIDUAL PERFORMANCE AND EXECUTIVE COMPENSATION SUCH THAT IF BHS AND THE INDIVIDUAL PERFORM AT AN OPTIMAL LEVEL, HIS OR HER COMPENSATION IS IN THE HIGHER RANGE OF THE MARKET. CONVERSELY, IF EITHER BHS OR INDIVIDUAL PERFORMANCE IS BELOW EXPECTATION, COMPENSATION MAY BE IN THE LOWER RANGE OF THE MARKET. OTHER FACTORS THAT INFLUENCE EXECUTIVE COMPENSATION RELATIVE TO THE MARKET INCLUDE THE EXECUTIVE'S EXPERIENCE AND BHS'S NEED TO ATTRACT AND RETAIN TOP EXECUTIVE TALENT. MINUTES OF THIS ANNUAL COMPENSATION REVIEW BY THE COMMITTEE ARE RECORDED BY SUCH CONSULTANT AND ARE APPROVED PROMPTLY BY THE CHAIR OF THE COMMITTEE. Form 990, Part VI, Line 15b Process to establish compensation of other employees All officers and key employees of the organization were included in the Executive Compensation policy described on Form 990, Part VI, Line 15a. This process is used to establish compensation for these individuals for each calendar year. Form 990, Part VI, Line 19 Required documents available to the public The organization makes its governing documents, conflict of interest policy, financial statements, and three most recent forms 990 available to the public upon request. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfer from Affiliated Organization - 4637012; SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC 800 Prudential Dr JACKSONVILLE FL 32207 590747311 HOSPITAL FL 501(c)(3) 3 BAPTIST HEALTH SYSTEM INC false BAPTIST MEDICAL CENTER OF THE BEACHES INC 1350 13th Ave S JACKSONVILLE FL 32250 592980620 HOSPITAL FL 501(c)(3) 3 BAPTIST HEALTH SYSTEM INC false BAPTIST MEDICAL CENTER OF NASSAU INC 1250 S 18th St Fernandina Beach FL 32034 593234721 HOSPITAL FL 501(c)(3) 3 BAPTIST HEALTH SYSTEM INC false BAPTIST HEALTH SYSTEM INC 1660 PRUDENTIAL DR STE 203 JACKSONVILLE FL 32207 592487136 Financial/management assistance for healthcare system FL 501(c)(3) Type II Coastal Community Health Inc false BAPTIST HEALTH SYSTEM FOUNDATION INC 841 PRUDENTIAL DR 13TH FLR JACKSONVILLE FL 32207 592487135 Fundraising for tax-exempt entities of healthcare system FL 501(c)(3) 7 BAPTIST HEALTH SYSTEM INC false BAPTIST HEALTH PROPERTIES INC 1660 Prudential Dr Ste 101 JACKSONVILLE FL 32207 592487133 Owns/manages real estate properties for healthcare system FL 501(c)(3) Type I BAPTIST HEALTH SYSTEM INC false Coastal Community Health Inc 841 Prudential Dr Ste 1450 Jacksonville FL 32207 471322041 Regional affiliate of BHS with 1 other 501(c)(3) healthcare system FL 501(c)(3) Type I na false Corporate Health LLC 841 Prudential Dr Ste 1602 Jacksonville FL 32207 820790996 Development/ operation of a medically-based wellness program for the northeast Florida community FL Baptist Health Ambulatory Services Inc Related -327106 43274 true 0 true 0.51 BayBap LLC 3563 Philips Highway Ste 202 Jacksonville FL 32207 853852455 Home Health FL Pavilion Health Services Inc N/A BAPTIST-COMPASS SURGICAL VENTURES LLC 9131 ANSON WAY SUITE 304 RALEIGH NC 27615 922971116 OWNS/OPERATES SURGICAL CENTERS FOR HEALTHCARE SYSTEM NC PAVILION HEALTH SERVICES INC N/A BG-PHS NASSAU CROSSING LLC 1660 PRUDENTIAL DRIVE SUITE 203 JACKSONVILLE FL 32207 920605232 REAL ESTATE FL PAVILION HEALTH SERVICES INC N/A PAVILION HEALTH SERVICES INC 1660 Prudential Dr Ste 203 JACKSONVILLE FL 32207 592059710 PHYSICIAN PRACTICES FL BAPTIST HEALTH SYSTEM INC C Corporation false Baptist Specialty Physicians Inc 1660 Prudential Dr Ste 203 Jacksonville FL 32207 861126946 Physician Practices FL Southern Baptist Hospital of Florida Inc C Corporation false false false false false false false false false false false true false false true true true true true true