2025-08-11T09:08:14+00:00 2024-09-30 990 2023-10-01 592487135 Baptist Health System Foundation Inc BAPT 9042022883 1660 Prudential Dr 203 Jacksonville FL 32207 KEITH TICKELL SVP & CFO 2025-08-11 2023 2025-03-06 01:10:19Z BAPTIST HEALTH FOUNDATION Michael A Mayo 841 Prudential Dr Ste 1601 Jacksonville FL 32207 44714185 false X www.baptistjax.com X 1983 FL To make hope, healing and well-being accessible to every person as an expression of God's love. 27 22 0 619 0 0 19960120 29359780 0 0 12528868 13248231 575870 769485 33064858 43377496 9564892 11510523 0 0 3285601 3394181 0 0 2332233 10174010 9824837 23024503 24729541 10040355 18647955 307356316 368611452 6621774 5912965 300734542 362698487 To make hope, healing and well-being accessible to every person as an expression of God's love. false false 20518661 11510523 0 BAPTIST HEATLH SYSTEM FOUNDATION, INC. PLANS, DEVELOPS AND COORDINATES THE FUNDRAISING ACTIVITIES FOR BAPTIST HEALTH SYSTEM, INC. AND ITS LICENSED HOSPITALS IN THE NORTHEAST FLORIDA REGION. THE PROCEEDS ARE USED TO SUPPORT THE EXEMPT CHARITABLE ACTIVITIES OF THESE HOSPITALS. 20518661 true true false false false false false true true true 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 false false false true 47 1 true 0 false false false false false true true false false false false false false X 27 22 false false true 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 Cleve Warren Vice Chair through 03.27.24/Chair 0.5 0.5 X X 0 0 0 Dennis Blackburn Esq Secretary/Treasurer 0.5 0 X X 0 0 0 Martha Baker Chair through 03.27.24 0.5 0 X X 0 0 0 Michael A Mayo DHA President 0.5 39.5 X X 0 2400699 55718 Adam Dimitrov MD Director 0.1 39.9 X 0 350758 5973 Art Graham Director 0.1 0 X 0 0 0 Benjamin Hakimian Director 0.1 0 X 0 0 0 Chris Ball Director through 03.27.24 0.1 0 X 0 0 0 Christina Bryan Director through 03.27.24 0.1 0 X 0 0 0 Christine Granfield MD Director 0.1 0 X 0 0 0 Connie Hodges Director 0.1 0 X 0 0 0 Courtney Lane Reames Director 0.1 0 X 0 0 0 Deborah C Abram MD Director 0.1 39.9 X 0 555459 55638 Don Wolfson Director 0.1 0 X 0 0 0 Elizabeth Langley Director 0.1 0 X 0 0 0 Elli Zimmerman Director 0.1 0 X 0 0 0 Grace Wooten Saber Director 0.1 0 X 0 0 0 Jane E Rollinson Director 0.1 0 X 0 0 0 Julius Demps III Director 0.1 0 X 0 0 0 Kimberly Sisisky Director 0.1 0 X 0 0 0 Kimberly Stein-Tonning Director through 08.16.24 0.1 0 X 0 0 0 Kurt Mori MD Director 0.1 0 X 0 0 0 Lauren Rueger Director 0.1 0 X 0 0 0 Mark Shorstein Director 0.1 0 X 0 0 0 Marsha Oliver Director 0.1 0.1 X 0 0 0 Pamela Rama Depadua MD Director 0.1 39.9 X 0 914820 31645 Paul Bosland Director 0.1 0 X 0 0 0 Roger Rassman Director 0.1 0 X 0 0 0 Susan DuBow Director 0.1 0 X 0 0 0 Tabitha Furyk Director through 03.27.24 0.1 0 X 0 0 0 Vikram Gopal MD Director 0.1 0 X 0 0 0 Whitney Meyer Director 0.1 0 X 0 0 0 G Scott Baity Esq Asst. Secretary 0.3 39.7 X 0 918506 133808 Kimberly Jones SVP 0.5 39.5 X 0 424336 51378 T Scott Finnegan Asst. Treasurer 0.3 39.7 X 0 677810 125686 Brett S McClung Former President (As of 05.01.21) 0.0 0.0 X 0 512000 0 Scott M Wooten Former Asst. Treasurer (As of 12.28.21) 0.0 0.0 X 0 800676 0 0 7555064 459846 0 true true false THREE ATLANTA LLC 550 PHARR RD ATLANTA GA 30305 ADVERTISING SERVICES FOR FUNDRAISING 139579 1 0 0 1248839 9347153 0 18763788 1601341 29359780 0 0 0 0 0 13248231 0 0 13248231 0 0 0 0 2106174 1248839 1336689 769485 0 769485 0 0 0 0 0 43377496 0 0 14017716 10470955 10470955 1039568 1039568 0 0 0 0 0 0 0 0 0 0 0 0 2498492 780779 509692 1208021 0 0 0 0 686924 214664 140132 332128 208765 65239 42588 100938 0 0 0 0 0 0 0 0 82010 41005 41005 0 0 0 0 0 0 0 522818 261409 261409 0 669948 334974 334974 0 43785 36335 3346 4104 7807425 6716648 466183 624594 179330 148818 13705 16807 0 0 0 0 183486 152267 14022 17197 229452 190412 17535 21505 0 0 0 0 22439 18621 1715 2103 0 0 0 0 0 0 0 0 24252 0 24252 0 0 0 0 0 Dues & Memberships 51600 42821 3943 4836 Licenses, Fees, & Taxes 8292 4146 4146 0 0 0 0 0 24729541 20518661 1878647 2332233 0 0 0 0 12265811 12080795 0 0 0 0 0 0 0 0 0 0 64971 175697 564046 509597 78166 54449 281988123 343531883 0 0 0 0 12959245 12768628 307356316 368611452 767211 320926 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5854563 5592039 6621774 5912965 16762721 25540560 283971821 337157927 0 0 0 0 0 0 300734542 362698487 307356316 368611452 18647955 43315990 0 0 0 0 X false true X true false X 24569052 36751534 28907557 19960120 29359780 139548043 0 0 0 0 0 0 0 0 0 0 0 0 24569052 36751534 28907557 19960120 29359780 139548043 0 139548043 10668706 11374969 36672802 12528868 13248231 84493576 0 0 0 0 0 0 956933 1789991 1397235 1764745 2106174 8015078 232056697 0 0.6014 0.5928 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - GROSS RECEIPTS-FUNDRAISING, COLUMN A - 956933.0, COLUMN B - 1789991.0, COLUMN C - 1397235.0, COLUMN D - 1764745.0, COLUMN E - 2106174.0, COLUMN F - 8015078.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 255161106 15954413 47698056 0 12092404 0 306721171 230707472 8752961 26103462 0 10402789 0 255161106 261373338 13293719 -33381102 0 10578483 0 230707472 220099414 13331153 36439530 0 8496759 0 261373338 207740948 13302036 7447991 0 8391561 0 220099414 0.0127 0.784 0.2033 false false 0 2075 2075 0 167123 163054 4069 0 75718 30093 45625 0 319130 316450 2680 0 0 0 0 54449 0 Other liabilities 155112 Long Term Lease Liability 454257 Due To Affiliated Organizations 4982670 5592039 X Schedule D, Part V, Line 4 Intended uses of endowment funds Endowment funds are used by the organization to fund capital projects for its affiliated 501 (c)(3) hospitals and reimbursement for operational expenses by these hospitals that are in accordance with written endowment agreements. The endowment policy of the organization limits annual spending to 5% of the accumulated contributions by the donors, and accumulated investment earnings, of each endowment. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote With few exceptions, Baptist Health System Foundation, Inc. is no longer subject to examinations by major tax jurisdictions for years ended September 30, 2020 and prior. Management does not believe there are any uncertain tax positions. GOLF TOURNAMENT 638999 142219 496780 0 0 0 175 0 180025 FLORIDA FORUM 619797 145158 474639 0 0 50132 13714 0 471896 9 2096217 961462 1134755 0 0 64903 45477 12149 498218 3355013 1248839 2106174 0 0 115035 59366 12149 1150139 1336689 769485 true Southern Baptist Hospital of Florida Inc 1660 Prudential Dr Jacksonville FL 32207 590747311 501C(3) 9451810 To support the hospital with funding of capital projects and reimbursement of operational expenses. Baptist Medical Center Nassau Inc 593234721 501C(3) 612656 To support the hospital with funding of capital projects and reimbursement of operational expenses. Baptist Medical Center of the Beaches Inc 592980620 501C(3) 346794 To support the hospital with funding of capital projects and reimbursement of operational expenses. 3 0 THE ORGANIZATION PROVIDED SCHOLARSHIPS DURING THE TAX YEAR FOR approximately 180 RECIPIENTS WHO ARE QUALIFIED NURSING/MEDICAL STUDENTS, STUDENT APPLICANTS, OR CURRENT NURSES IN THE NORTHEAST FLORIDA REGION WISHING TO FURTHER THEIR EDUCATION. THE SCHOLARSHIPS ARE AWARDED BASED ON AN INTERVIEW PROCESS BY A SCHOLARSHIP COMMITTEE THAT ASSESSES SUCH CRITERIA AS THE STUDENT'S FINANCIAL NEEDS AND GRADES. 180 226428 THE ORGANIZATION RECEIVES FUNDS THROUGH VOLUNTARY EMPLOYEE PAYROLL DEDUCTIONS FROM ITS RELATED ORGANIZATIONS FOR THE PURPOSE OF PROVIDING FINANCIAL SUPPORT TO EMPLOYEES WITH EMERGENCY FINANCIAL NEEDS. EMPLOYEES MEETING THE REQUIREMENTS OF FINANCIAL NEED ESTABLISHED BY THE CHAPLAINS OF THE HEALTH SYSTEM MAY RECEIVE FINANCIAL ASSISTANCE BASED ON ESTABLISHED POLICIES. 174 260651 FINANCIAL ASSISTANCE PROVIDED TO UNDERPRIVILEGED PATIENTS FROM MISCELLANEOUS FUNDING SOURCES. THE ORGANIZATION RECEIVES FUNDING FROM THE SCOTTISH RITES CHARITABLE ORGANIZATION, Patrons of the Heart endowment and many other donor endowments. 50 552489 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Baptist Health System Foundation, Inc.'s (BHF) management and staff meet regularly with its own Board Members and the executive managers of the five licensed 501(c)(3) hospitals that BHF provides financial support. There are discussions of capital improvement, and other projects, that the hospitals prioritize annually for possible funding support from BHF. true true false false false false false false false Michael A Mayo DHA President 0 1239294 0 844798 0 316607 0 18975 0 36743 0 2456417 0 0 Deborah C Abram MD Director 0 389126 0 94576 0 71757 0 45576 0 10062 0 611097 0 0 Pamela Rama Depadua MD Director 0 466223 0 2532 0 446065 0 4620 0 27025 0 946465 0 0 Adam Dimitrov MD Director 0 260518 0 0 0 90240 0 4620 0 1353 0 356731 0 0 Brett S McClung Former President (As of 05.01.21) 0 0 0 125000 0 387000 0 0 0 0 0 512000 0 0 Scott M Wooten Former Asst. Treasurer (As of 12.28.21) 0 0 0 0 0 800676 0 0 0 0 0 800676 0 0 G Scott Baity Esq Asst. Secretary 0 566725 0 212481 0 139300 0 120024 0 13784 0 1052314 0 0 T Scott Finnegan Asst. Treasurer 0 359938 0 111997 0 205875 0 111729 0 13957 0 803496 0 118784 Kimberly Jones SVP 0 296257 0 109807 0 18272 0 28656 0 22722 0 475714 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 2023: Brett McClung $387,000 and Scott Wooten $800,000. 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 System Foundation, 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 2023: Deborah Abram $26,601, G. Scott Baity $83,700, T. Scott Finnegan $70,350 and Kimberly Jones $19,140. 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). X 12 1601341 Selling cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Form 990, Part VI, Line 4 Significant changes to organizational documents BAPTIST HEALTH SYSTEM, INC. AND SUBSIDIARIES ADOPTED A NEW MISSION STATEMENT TO BETTER ALIGN WITH ITS VALUES AND GOALS. 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 System Foundation, 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 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. 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 BEACH 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 841 Prudential Dr Ste 1602 Jacksonville FL 32207 592487136 Financial/management assistance for healthcare system FL 501(c)(3) Type II Coastal Community Health Inc false BAPTIST HEALTH PROPERTIES INC 1660 Prudential Dr Ste 101 JACKSONVILLE FL 32207 592487133 Owns/manages real estate properties for health system. FL 501(c)(3) Type I BAPTIST HEALTH SYSTEM INC false BAPTIST HEALTH AMBULATORY SERVICES INC 1660 Prudential Dr Ste 203 JACKSONVILLE FL 32207 593410739 Medical Research and Education 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 affiliation 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 N/A 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 true true false false false false false false false false true false true true true true false false