2025-04-30T07:47:12+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 650598653 South Florida Baptist Hospital Foundation Inc SOUT 8137578478 3198 N Park Road Plant City FL 33563 JANA BUTLER EXECUTIVE DIRECTOR SFBH FOUNDATION 8137578478 2025-04-30 true Brittney Kocaj P01320603 9542028600 2025-04-30 2023 2025-03-06 01:10:19Z X JANA BUTLER EXECUTIVE DIRECTOR SFBH FOUNDATION 3198 N Park Road Plant City FL 33563 5426514 false X www.sfbhfoundation.org X 1995 FL South Florida Baptist Hospital Foundation, Inc. supports South Florida Baptist Hospital ("SFBH") in carrying out its community mission. 27 24 3 150 0 0 461262 5017914 0 124852 359564 -20895 -17885 565219 5359593 420186 374861 0 186565 215103 0 121866 63140 78424 669891 668388 -104672 4691205 9501138 15142750 36116 56558 9465022 15086192 X South Florida Baptist Hospital Foundation, Inc. supports South Florida Baptist Hospital in carrying out its community mission by promoting and procuring philanthropic support, practicing prudent fiscal management, and continually assessing the hospital's short term and long range capital needs. false false 193289 171176 South Florida Baptist Hospital Surgery Center is an integral part of our overall success. Our surgery center cares for thousands of patients annually. Our services range from endoscopy to advanced robotic orthopedic procedures. Bariatric surgery is a service line we have provided for many years as well as Orthopedics. In 2023, SFBH Foundation supported the surgery department by purchasing 2 gold standard operating room tables, one for bariatrics ($58,891) and a positioning table for orthopedics ($112,285) with a total investment of $171,176. These state-of-the-art tables will provide our patients with high quality care for years to come. They both were relocated to our new hospital in August of 2024. 132352 117210 The surgery center also supports a large volume of patients having endoscopy procedures. In 2023 we supported Endoscopy with three various pieces of equipment that will update and advance our services. Two of the three support pediatric cases and the other is strictly for esophageal procedures. The three pieces of equipment totaled $98,210. We have seen increased volume with pediatric cases as we are not traditionally a pediatric hospital, demonstrating how we support the health needs of our growing community. Additionally, the Foundation purchased a Drill Console to support the Orthopedic Surgery department. The console gives convenient storage, power and control for a wide range of drills, saws, burs and microdebriders. Powered by the Console, the system's streamlined handpieces and attachments gives the surgeons speed, balance and control. for optimal specialized care. This piece of equipment was $19,000. 83644 74075 The Foundation Board of Directors approved $29,000 in scholarship programs to support education and training awards for 3 deserving high school students and 8 hospital team members. These awards are used to pursue college degrees in health-related fields, nursing degrees and to attend conferences to advance skill sets. This program has been so successful that the board approved increased levels of support up to $38,000 for calendar year 2024. Additionally in 2023 the Foundation continued to support the Wellness on Wheels program with an award of $30,000 and the Team Member Emergency Fund with grants totally $15,000. 14002 12400 South Florida Baptist Hospital Foundation offers a program titled Patient Experience Grant. It is a grant awarded to hospital departments that are applied for by hospital team members. They may apply for funding up to $5,000 for equipment, supplies or a program that will improve the patient experience in their area. This program has been in place since 2016. The funding is provided by the annual team member giving campaign, Together We Make A Difference! In 2023, 11 proposals were considered and 5 were selected for implementation. A total of $12,400 supported the following projects: Patient Care Closet implemented by Hospital Care Coordination for patients that do not have proper clothing for discharge ($2,000). Treasure Box of Toys for Same Day Surgery, for Children undergoing a surgical procedure ($500), Stryker Wheelchair for Guest Services to transport guests from the front lobby ($2,600), and a Tenor Lift for Imaging. This assists the team in lifting a plus size patient to a procedural table and back. ($7,300). This program gives team members an opportunity to secure financial support for services for their patients. It's a great way to build relationships with the team and support their priorities with Foundation dollars. 14002 12400 423287 true true false false false false false false false false true false false true true true true false false true false false false true false false true false true false false false false false false false false true false false false false true false false false true X 0 0 3 true false false false false false true true false false false false false false X 27 24 true false false false true true false true true false false true true true true true true false false false FL X Deborah McCarthy 8135866489 2700 W Dr Martin Luther King Jr Bd Tampa FL 33607 GEORGE BANNING TRUSTEE/VICE PRESIDENT 1.0 0 X X 0 0 0 JANA BUTLER EX-OFFICIO/EXECUTIVE DIRECTOR FOUNDATION-SFB 45.0 0 X X 123465 0 33943 KAREN KERR EX-OFFICIO/PRESIDENT SFBH & BRMC 1.0 46.0 X X 0 538458 66458 SHERRIE MUELLER SECRETARY/TREASURER 1.0 0 X X 0 0 0 SYLVIA KNOX TRUSTEE/PRESIDENT 1.0 0 X X 0 0 0 AKM HOSSAIN MD EX-OFFICIO/MEDICAL STAFF PRESIDENT 1.0 45.0 X 0 1929750 61046 AL WHITAKER TRUSTEE 1.0 0 X 0 0 0 BRIAN WEST TRUSTEE 1.0 0 X 0 0 0 BRUCE RODWELL TRUSTEE 1.0 0 X 0 0 0 CARMEN BROWNLEE TRUSTEE 1.0 0 X 0 0 0 COLEMAN DAVIS TRUSTEE 1.0 0 X 0 0 0 DIANE BREWINGTON TRUSTEE 1.0 0 X 0 0 0 DUB MCGINNES TRUSTEE 1.0 0 X 0 0 0 EDWARD SWINDLE TRUSTEE 1.0 0 X 0 0 0 GULAB SHER TRUSTEE 1.0 0 X 0 0 0 JACK PEACOCK TRUSTEE 1.0 0 X 0 0 0 JIM SCOTT TRUSTEE 1.0 0 X 0 0 0 JOHN DICKS TRUSTEE 1.0 3.0 X 0 0 0 JUDY MARTIN TRUSTEE 1.0 0 X 0 0 0 KIM MCELVEEN TRUSTEE 1.0 0 X 0 0 0 RAY WOOD TRUSTEE 1.0 0 X 0 0 0 RAYMOND CLIBURN TRUSTEE 1.0 0 X 0 0 0 RHETT ROLLYSON TRUSTEE 1.0 0 X 0 0 0 RONALD WETHERINGTON TRUSTEE 1.0 0 X 0 0 0 STEVE HOWARD TRUSTEE 1.0 0 X 0 0 0 WALTER MCDONALD EX-OFFICIO/AUXILIAN PRESIDENT 1.0 0 X 0 0 0 WILLIAM MORROW TRUSTEE 1.0 1.0 X 0 0 0 123465 2468208 161447 1 false true false 0 239606 68750 4709558 55539 5017914 0 0 0 0 0 309515 309515 0 0 50049 0 50049 0 50049 50049 42061 239606 66921 -24860 -24860 6975 6975 6975 0 0 0 0 0 5359593 0 0 341679 374861 374861 157407 78704 78703 38793 34609 2092 2092 3604 1961 821 822 4239 4239 11060 2212 4424 4424 19443 19443 4400 0 4400 0 27026 5405 9459 12162 3082 3082 Fundraising 22408 22408 Other expenses 2065 810 1255 0 0 0 0 668388 423287 123235 121866 250418 1940883 0 2199651 0 0 0 0 0 0 0 1500 0 0 0 0 7454522 9624716 1605000 1376000 0 191198 0 9501138 15142750 6268 16492 0 0 29848 40066 36116 56558 X 6982232 8504837 2482790 6581355 9465022 15086192 9501138 15142750 X 4691205 1028065 -98100 X false true X true false X X 1 South Florida Baptist Hospital 590594631 3 true 374861 48426 1 374861 48426 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INTEREST IN INVESTMENTS HELD BY RELATED PARTY 1376000 F 1376000 Due to Affiliates 40066 40066 X 6373129 1028065 0 1028065 5345064 19443 -4914 14529 5359593 751959 103014 103014 648945 19443 0 19443 668388 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Foundation has previously been recognized as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986. The Foundation is exempt from state income taxes under Chapter 220.13 of the Florida Statutes. Management believes that any unrelated business income generated by the Foundation is not material to the financial statements. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FUNDRAISING EVENT EXPENSES NETTED WITH REVENUES ON FORM 990 - -4914 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EVENT EXPENSES NETTED WITH REVENUES ON FORM 990 - 4914 UNCOLLECTIBLE PLEDGES - 98100 Central America and the Caribbean 0 0 Investments 540000 East Asia and the Pacific 0 0 Investments 167000 Europe (Including Iceland and Greenland) 0 0 Investments 511000 Europe (Including Iceland and Greenland) 0 0 Investments 4000 Middle East and North Africa 0 0 Investments 18000 North America (Canada & Mexico only) 0 0 Investments 101000 South America 0 0 Investments 32000 South Asia 0 0 Investments 2000 Sub-Saharan Africa 0 0 Investments 1000 0 0 0 0 0 0 1376000 0 1376000 false false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual DIAMONDS AND DENIM 180788 156001 24787 4966 24695 2979 11665 CHILDREN'S GOLF CLASSIC 53901 38747 15154 2374 8064 5400 3008 1 46978 44858 2120 1653 2117 281667 239606 42061 7340 8064 30095 4632 16790 66921 -24860 true SOUTH FLORIDA BAPTIST HOSPITAL INC 3202 NORTH PARK ROAD PLANT CITY FL 33563 590594631 501(C)(3) 374861 0 N/A N/A GENERAL SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The grants are provided to South Florida Baptist Hospital, and only upon receipt of purchase orders, invoices and other supporting documentation for items purchased. false true false false false false false false false KAREN KERR EX-OFFICIO/PRESIDENT SFBH & BRMC 0 279492 0 112164 0 146802 0 31492 0 34966 0 604916 0 0 JANA BUTLER EX-OFFICIO/EXECUTIVE DIRECTOR FOUNDATION-SFB 105714 0 9908 0 7843 0 6201 0 27742 0 157408 0 0 0 AKM HOSSAIN MD EX-OFFICIO/MEDICAL STAFF PRESIDENT 0 1874628 0 30000 0 25122 0 19321 0 41725 0 1990796 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 Executive Director. However, the affiliated organization, BayCare Health System Inc., uses a 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 the compensation of the Executive Director 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. 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. X AUCTION ITEMS FOR FUNDRAISING EVENT 149 55539 Selling cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - AUCTION ITEMS FOR FUNDRAISING EVENT - NUMBER OF ITEMS Form 990, Part III, Line 4d Description of other program services (Expenses $ 14,002 including grants of $ 12,400) South Florida Baptist Hospital Foundation offers a program titled Patient Experience Grant. It is a grant awarded to hospital departments that are applied for by hospital team members. They may apply for funding up to $5,000 for equipment, supplies or a program that will improve the patient experience in their area. This program has been in place since 2016. The funding is provided by the annual team member giving campaign, Together We Make A Difference! In 2023, 11 proposals were considered and 5 were selected for implementation. A total of $12,400 supported the following projects: Patient Care Closet implemented by Hospital Care Coordination for patients that do not have proper clothing for discharge ($2,000). Treasure Box of Toys for Same Day Surgery, for Children undergoing a surgical procedure ($500), Stryker Wheelchair for Guest Services to transport guests from the front lobby ($2,600), and a Tenor Lift for Imaging. This assists the team in lifting a plus size patient to a procedural table and back. ($7,300). This program gives team members an opportunity to secure financial support for services for their patients. It's a great way to build relationships with the team and support their priorities with Foundation dollars. Form 990, Part V, Line 1a Number 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, AN AFFILIATED 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 15a Process for determining compensation THE FILING ORGANIZATION RELIES ON BAYCARE HEALTH SYSTEM INC., AN AFFILIATED ORGANIZATION, TO REVIEW THE COMPENSATION OF ITS TOP MANAGEMENT EMPLOYEES. BAYCARE HEALTH SYSTEM, INC. 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 OFFICER & 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 COMMITTEES MEETINGS AND DECISIONS. EXTERNAL CONSULTANTS REVIEW COMPENSATION EVERY OTHER YEAR, THE LAST REVIEW OCCURRING IN 2023, BUT THE COMPENSATION COMMITTEE REGULARLY MONITORS COMPENSATION AND ALL OTHER PROCEDURES ARE FOLLOWED ANNUALLY. Form 990, Part VI, Line 15b Process for determining compensation SEE NARRATIVE FOR PART VI, LINE 15A 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 2 Family/business relationships amongst interested persons JACK PEACOCK, RAYMOND L. CLIBURN - Family relationship, SHERRIE MUELLER, W.D. MCGINNES JR., RHETT ROLLYSON - Family relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF SOUTH FLORIDA BAPTIST HOSPITAL FOUNDATION, INC. IS SOUTH FLORIDA BAPTIST HOSPITAL, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body DIRECTORS OF THE FOUNDATION ARE APPOINTED BY THE BOARD OF TRUSTEES OF THE MEMBER, SOUTH FLORIDA BAPTIST HOSPITAL, UPON RECOMMENDATION OF THE FOUNDATION NOMINATING COMMITTEE. Form 990, Part VI, Line 11b Review of form 990 by governing body ONCE THE 990 IS PREPARED, IT IS REVIEWED BY AN EXTERNAL TAX ADVISOR, THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND SECRETARY/TREASURER PRIOR TO FILING. AFTER THEIR REVIEW, IT IS SHARED WITH THE BOARD THEN FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy SOUTH FLORIDA BAPTIST HOSPITAL FOUNDATION 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. FOR BOARD MEMBERS, THE REVIEW OF CONFLICTS OR POTENTIAL CONFLICTS ARE CONDUCTED BY THE FOUNDATION EXECUTIVE DIRECTOR WITH INPUT FROM THE BAYCARE COMPLIANCE OFFICER WHEN REQUIRED. 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 XI, Line 9 Other changes in net assets or fund balances UNCOLLECTIBLE PLEDGES - -98100; Schedule F, Part I, Line 3 INVESTMENT IN EUROPE THE FIRST LISTED AMOUNT UNDER EUROPE ($511,000) REPRESENTS THE MARKET VALUE OF INVESTMENTS. THE SECOND LISTED AMOUNT UNDER EUROPE ($4,000) REPRESENTS INVESTMENT RELATED EXPENSE PAID. THE INVESTMENTS ARE REPORTED AT YEAR END MARKET VALUES AND EXPENSES ARE REPORTED AT WHAT WAS ACTUALLY PAID. Part IX, Line 5 Compensation of current officers, directors, trustees, and key employees The executive director's salary is allocated between the foundation and other related organizations. The individual only receives one Form W-2 but the cost to employ the individual is shared amongst the hospital and the foundation. Line 5 reflects the amount of compensation recorded as an expense for the Foundation. FORM 990 HURRICANE RELIEF Filed Pursuant to IR-2024-266 HURRICANE MILTON Relief SOUTH FLORIDA BAPTIST HOSPITAL 3202 NORTH PARK ROAD PLANT CITY FL 33563 590594631 MEDICAL SERVICES FL 501(c)(3) 3 NA false BayCare Health System Inc 2985 Drew Street CLEARWATER FL 33759 592796965 Support services FL 501(c)(3) Type I NA false false true true false false false false false false false false true false false true false false false false