2024-08-15T10:13:54+00:00 2023-09-30 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-10-01 590192265 BAPTIST HEALTH CARE FOUNDATION INC BAPT 4482278478 POST OFFICE BOX 17500 PENSACOLA FL 32522 LEONARD A TERRY CFO 8162216300 2024-08-15 true true April Arnold P01559426 8162216300 2024-08-15 2022 2024-08-08 14:25:15Z LEONARD A TERRY 125 BAPTIST WAY SUITE 6A PENSACOLA FL 32503 6240380 false X WWW.EBAPTISTHEALTHCARE.ORG X 1975 FL TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. 17 17 0 306 0 0 4450607 5713194 0 801070 -506268 -79655 -81814 5172022 5125112 832019 3906468 0 0 0 157375 177234 167135 1009253 4073603 4162769 1051509 22784369 16496522 86924 85906 22697445 16410616 HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. false false 3906468 3906468 HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. 3906468 true true false true false false false false true false false false false true true false true false false false false false false true false false true true true false false false false false false false false true false false false false true true false false false true X 1 0 true 0 false false false false false true true false false false false false false X 17 17 true false true false true true true true true false false true true true true true true false false false X KATHERINE (KC) GARTMAN 4482278478 125 BAPTIST WAY PENSACOLA FL 32503 BARROW BRETT MEMBER/VICE CHAIR 1.0 0 X X 0 0 0 CHARLES F GUND JR MEMBER/TREASURER 1.0 0 X X 0 0 0 MARGARET T STOPP MEMBER/CHAIRMAN 1.0 2.0 X X 0 0 0 PAMELA CADDELL MEMBER/VICE CHAIRMAN 1.0 0 X X 0 0 0 ROBERT JONES MEMBER/SECRETARY 1.0 0 X X 0 0 0 ADELA FERNANDEZ MEMBER 1.0 0 X 0 0 0 ANN HAYWARD MEMBER 1.0 0 X 0 0 0 BETTY ROBERTS MEMBER 1.0 0 X 0 0 0 DOUG WOODWARD MEMBER 1.0 0 X 0 0 0 JESSICA LEE MEMBER 1.0 0 X 0 0 0 JOHN SULLIVAN MEMBER 1.0 0 X 0 0 0 KRISTIN LONGLEY MEMBER 1.0 0 X 0 0 0 MIKE MORETTE MEMBER 1.0 0 X 0 0 0 PELBRETON BALFOUR MD MEMBER 1.0 0 X 0 0 0 PETER LAUTER MEMBER 1.0 0 X 0 0 0 TASHA AVERY MEMBER 1.0 0 X 0 0 0 TRAVIS PETERSON MEMBER 1.0 0 X 0 0 0 KATHERINE (KC) GARTMAN EXECUTIVE DIRECTOR 40.0 10.0 X 0 142981 13322 0 142981 13322 0 false true false 0 129 409381 5303684 29656 5713194 0 0 0 0 0 395548 395548 0 0 901816 -901816 0 -901816 -901816 130510 409381 213452 -82942 -82942 MISCELLANEOUS INCOME 900099 1128 1128 0 0 0 0 1128 5125112 0 0 -588082 3773786 3773786 132682 132682 9760 9760 0 0 0 0 41481 41481 56703 56703 DONOR RECOGNITION 38089 38089 FOOD COSTS 21041 21041 DUES, LICENSES, SUBSCRIPTIONS 61 61 0 0 0 0 4073603 3906468 9760 157375 528446 419487 126466 140994 5212667 4826676 0 0 0 0 0 0 0 0 16916790 11109365 0 0 0 0 22784369 16496522 756 2154 0 0 86168 83752 86924 85906 7801445 8202128 14896000 8208488 22697445 16410616 22784369 16496522 X 1051509 1761843 -9100181 X false true X true false X 2102616 2150721 9288676 4450607 5713194 23705814 0 0 2102616 2150721 9288676 4450607 5713194 23705814 4927133 18778681 417714 235892 465569 271818 395548 1786541 0 223507 189588 58171 119198 131638 722102 26214457 0 0.7163 0.6487 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING, COLUMN A - 223507.0, COLUMN B - 189588.0, COLUMN C - 58171.0, COLUMN D - 119198.0, COLUMN E - 131638.0, COLUMN F - 722102.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 218263 0 218263 4073603 842283071 4073603 842501334 353680 1000000 88420 250000 0 0 0 0 1000000 205669 175925 1000000 2381594 3572391 190875 0 0 218263 409138 250000 51417 43981 250000 595398 893097 0 0 0 0 14677580 4969032 223481 11661605 8208488 11567437 4222600 364566 1477023 14677580 4756382 8474470 417568 2080983 11567437 5056835 937655 130402 1368510 4756382 5627942 1064031 102343 1737481 5056835 0.2994 0.0199 0.6807 false true true ANNUITY PAYMENT LIABILITY 83752 83752 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE PURPOSE OF THESE FUNDS IS TO PROVIDE A SOURCE OF REVENUE TO SUPPORT THE ADMINISTRATION OF THE ORGANIZATION AND TO PROVIDE SCHOLARSHIPS, RESOURCES AND OTHER SERVICES SUCH AS CANCER SUPPORT, BEHAVIORAL MEDICAL SERVICES AND TRAUMA OPERATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, PRESCRIBES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS RECOGNIZED IN FINANCIAL STATEMENTS. ASC TOPIC 740 PROVIDES GUIDANCE FOR RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE WERE NO MATERIAL UNCERATIN TAX POSITONS AS OF SEPTEMBER 30, 2023 AND 2022. Casino Royale 304672 250412 54260 4000 32213 18115 42820 Fashion Show 177470 106045 71425 6400 9135 0 100769 2 57749 52924 4825 539891 409381 130510 10400 41348 18115 143589 213452 -82942 true Baptist Health Care Inc 125 Baptist Way Suite 6A Pensacola FL 32503 590657322 501(C)(3) 3774130 29656 FMV Food, Auction Items, Clothing & Household Goods HEALTHCARE 1 0 NURSING SCHOLARSHIPS 46 55000 EMPLOYEE ASSISTANCE PROGRAM 91 77682 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION HAS GUIDELINES IN PLACE THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY OF GRANTEES. ALL GRANTS REQUIRE WRITTEN DOCUMENTATION AND APPROPRIATE LEVELS OF APPROVAL. false false false false false false false false false KATHERINE (KC) GARTMAN EXECUTIVE DIRECTOR 0 142822 0 0 0 159 0 3607 0 9715 0 156303 0 0 Schedule J, Part I, Line 3 EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE, INC. BOARD UTILIZES INDEPENDENT COMPENSATION STUDIES THAT REFLECT THE CURRENT MARKET VALUE OF SPECIFIC KEY MANAGEMENT POSITIONS AS BENCHMARK DATA. ALL COMPENSATION OF KEY INDIVIDUALS MUST BE APPROVED BY THE COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION. Schedule J, Part II THE RELATED COMPENSATION REPORTED ON FORM 990, PART VII, SECTION A & SCHEDULE J, PART II WAS PAID BY BAPTIST HEALTH CARE, INC., A RELATED TAX-EXEMPT ORGANIZATION. X 2600 Market value X MEALS FOR EMPLOYEES 2 1160 Market value X AUCTION ITEMS 55 24999 Market value X FUNDRAISING EQUIPMENT 3 897 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Clothing and household goods - NUMBER OF CONTRIBUTIONS Other - MEALS FOR EMPLOYEES NUMBER OF CONTRIBUTIONS Other - AUCTION ITEMS NUMBER OF CONTRIBUTIONS Other - FUNDRAISING EQUIPMENT NUMBER OF CONTRIBUTIONS Form 990, Part V, Line 1a 1099'S ARE ISSUED ON THE ORGANIZATION'S BEHALF BY BAPTIST HEALTH CARE, INC, (EIN: 59-0657322), A RELATED TAX EXEMPT ORGANIZATION. Form 990, Part VI, Line 15a & Form 990, Part VI, Line 15b Process to Establish Compensation EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE, INC. BOARD UTILIZED INDEPENDENT COMPENSATION STUDIES THAT REFLECT THE CURRENT MARKET VALUE OF SPECIFIC KEY MANAGEMENT POSITIONS AS BENCHMARK DATA. ALL COMPENSATION OF KEY INDIVIDUALS MUST BE APPROVED BY THE COMPENSATION COMMITTEE. Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS MARGARET T. STOPP AND KATHERINE (KC) GARTMAN HAVE A BUSINESS RELATIONSHIP. MARGARET T. STOPP IS A BOARD MEMBER OF BAPTIST HEALTH CARE, INC. AND KATHERINE (KC) GARTMAN IS AN EMPLOYEE OF BAPTIST HEALTH CARE, INC. Form 990, Part VI, Line 4 Significant changes to organizational documents Effective October 1, 2022, Baptist Health Care, Inc. (f/k/a Baptist Hospital, Inc.), became the sole member of Baptist Health Care Foundation, Inc. Form 990, Part VI, Line 6 Classes of members or stockholders BAPTIST HEALTH CARE, INC., A FLORIDA CORPORATION NOT-FOR-PROFIT, IS THE SOLE MEMBER OF BAPTIST HEALTH CARE FOUNDATION, INC. BAPTIST HEALTH CARE, INC. HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF BAPTIST HEALTH CARE FOUNDATION, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body BAPTIST HEALTH CARE, INC., BEING THE SOLE MEMBER OF BAPTIST HEALTH CARE FOUNDATION, INC., HAS THE RIGHT TO ELECT THE GOVERNING BODY OF BAPTIST HEALTH CARE FOUNDATION, INC. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING SHALL REQUIRE APPROVAL BY BAPTIST HEALTH CARE, INC., THE SOLE MEMBER, BOARD OF DIRECTORS: A. ELECTION OF THE DIRECTORS OF THE CORPORATION AT THE ANNUAL MEETING OF THE MEMBERS FROM AMONG THOSE PERSONS NOMINATED BY THE BAPTIST HEALTH CARE, INC. NOMINATING COMMITTEE B. REMOVAL OF A DIRECTOR OF THE CORPORATION WITH OR WITHOUT CAUSE WHENEVER SUCH ACTION WOULD BE IN THE BEST INTEREST OF THE CORPORATION C. ALL AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE THEY MAY BECOME EFFECTIVE. D. APPOINTMENT OF THE CHEIF EXECUTIVE OFFICER OF THE CORPORATION E. ANY CONTRACT OR PURCHASE ORDER IN EXCESS OF $250,000 IN ADVANCE F. THE INCURRENCE BY THE CORPORATION OF ANY INDEBTEDNESS IN EXCESS OF $250,000 BEFORE SUCH INDEBTEDNESS IS CONTRACTED AND BEFORE EVIDENCE OF SUCH INDEBTEDNESS IS ISSUED G. ANNUAL CAPITAL AND OPERATING BUDGETS OF THE CORPORATION H. TRANSFER ASSETS BY THE CORPORATION DURING ANY FISCAL YEAR OF ASSETS EXCEEDING $100,000 IN NET VALUE Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S MANAGEMENT PERSONNEL HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN MADE AVAILABLE TO THE EXECUTIVE COMPENSATION COMMITTEE AND ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. ALL BOARD MEMBERS ARE INFORMED THAT A PAPER COPY OF THE FORM 990 IS AVAILABLE AT THE ORGANIZATION'S PRINCIPAL OFFICE. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS AND OFFICERS RECEIVE CORRESPONDENCE EACH YEAR THAT MUST BE COMPLETED AND SIGNED. THE CORRESPONDENCE INCLUDES A CONFLICTS OF INTEREST QUESTIONAIRE. OFFICERS AND KEY STAFF ALSO RECEIVE AN ATTESTATION FORM THAT MUST BE SIGNED CONFIRMING THAT THEY WILL DISCLOSE ANY CONFLICTS THAT VIOLATE THE ORGANIZATION'S POLICY. WHEN A CONFLICT DOES EXIST, THE INTERESTED PERSON MUST SUBMIT A DISCLOSURE NOTICE TO THE BOARD AND ABSTAIN FROM MAKING MOTIONS, VOTING, NEGOTIATING, EXECUTING AGREEMENTS, OR TAKING ANY OTHER DIRECT ACTION ON BEHALF OF THE ORGANIZATION WHERE THE CONFLICT MIGHT PERTAIN. THE BOARD REVIEWS ALL CONFLICTS AND DETERMINES IF FURTHER ACTIONS NEED TO BE TAKEN. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION HAS ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE ANNUAL FINANCIAL STATEMENTS ON FILE IN THE ACCOUNTING AND ADMINISTRATION DEPARTMENTS. ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATE - -9655219; EQUITY TRANSFER - 13662; OTHER - 541376; BAPTIST HEALTH CARE INC 125 BAPTIST WAY SUITE 6A PENSACOLA FL 32503 590657322 HEALTHCARE FL 501(c)(3) 3 NA false JAY HOSPITAL INC 14114 ALABAMA STREET JAY FL 32565 592425149 HEALTHCARE FL 501(c)(3) 3 BHCI true BAPTIST MEDICAL PARK SURGERY CENTER LLC 9400 UNIVERSITY PKWY PENSACOLA FL 32514 593535262 AMBULATORY SURGERY FL NA N/A ANDREWS INSTITUTE ASC LLC 1040 GULF BREEZE PKWY GULF BREEZE FL 32561 352274952 AMBULATORY SURGERY FL NA N/A LIGHTHOUSE HEALTH PLAN LLC 125 BAPTIST WAY SUITE 6A PENSACOLA FL 32503 823182832 HEALTH INSURANCE FL NA N/A BHI-INTUITIVE HEALTH OF ESCAMBIA COUNTY LLC 5700 GRANITE PARKWAY STE 455 PLANO TX 75024 843637126 FREESTANDING ED FL NA N/A BAPTIST HEALTH VENTURES INC 125 BAPTIST WAY SUITE 6A PENSACOLA FL 32503 592415910 ADMINISTRATIVE FL NA C Corporation true THE TOWERS PHARMACY INC 125 BAPTIST WAY SUITE 6A PENSACOLA FL 32503 592667929 RETAIL SALES FL NA C Corporation true LCC HOLDING COMPANY INC 125 BAPTIST WAY SUITE 6A PENSACOLA FL 32503 592874324 MEDICAL SERVICES FL NA C Corporation true LAKEVIEW ASSOCIATED ENTERPRISES-PHASE I 1221 W LAKEVIEW AVE PENSACOLA FL 32501 611711170 FRANCHISE FL NA C Corporation true PARCEL 27 LAND CONDOMINIUM ASSOCIATION INC 1221 WEST LAKEVIEW AVE PENSACOLA FL 32501 821313799 CONDO ASSOCIATION FL NA C Corporation true false true false false false false false false false false false true false true true false false false false BAPTIST HEALTH CARE FOUNDATION INC POST OFFICE BOX 17500 PENSACOLA FL 32522 590192265 X 0 0 0 4073603 4073603 353680 88420 0 0 0 BAPTIST HEALTH CARE INC 125 BAPTIST WAY SUITE 6A PENSACOLA FL 35203 590657322 X 0 215426 215426 819854477 820069903 1000000 250000 0 0 0 JAY HOSPITAL INC 14114 ALABAMA STREET JAY FL 32565 592425149 X 0 2837 2837 18354991 18357828 1000000 250000 0 0 0