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Nonprofiteer
← BAPTIST HEALTH AMBULATORY SERVICES INC

Form 990 for tax year 2024

Filed by BAPTIST HEALTH AMBULATORY SERVICES INC.

Totals

Total revenue
$4,198,865
Total expenses
$8,356,104
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$7,157,891
Management and general expenses
$1,198,213
Fundraising expenses
$0
Program service expenses (Part III)
$7,157,891

Program services were 85.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KEITH A TICKELL

    TREASURER

    Total calculated
    $1,301,140
    From this org
    $0
    From related orgs
    $1,260,377
    Other
    $40,763
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $770,095 related
    Bonus
    $0 + $328,115 related
    Other
    $0 + $162,167 related
    Deferred
    $0 + $16,388 related
    Nontaxable benefits
    $0 + $24,375 related
    Filer's total
    $0 + $1,301,140 related

  • MICHAEL A MAYO DHA

    PRESIDENT

    Total calculated
    $2,654,184
    From this org
    $0
    From related orgs
    $2,587,578
    Other
    $66,606
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,418,555 related
    Bonus
    $0 + $988,155 related
    Other
    $0 + $180,868 related
    Deferred
    $0 + $19,838 related
    Nontaxable benefits
    $0 + $46,768 related
    Filer's total
    $0 + $2,654,184 related

  • MATTHEW A ZUINO

    DIRECTOR

    Total calculated
    $1,696,385
    From this org
    $0
    From related orgs
    $1,467,728
    Other
    $228,657
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $896,547 related
    Bonus
    $0 + $450,989 related
    Other
    $0 + $120,192 related
    Deferred
    $0 + $203,282 related
    Nontaxable benefits
    $0 + $25,375 related
    Filer's total
    $0 + $1,696,385 related

  • G SCOTT BAITY ESQ

    SECRETARY

    Total calculated
    $1,113,927
    From this org
    $0
    From related orgs
    $940,666
    Other
    $173,261
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $605,519 related
    Bonus
    $0 + $261,709 related
    Other
    $0 + $73,438 related
    Deferred
    $0 + $158,324 related
    Nontaxable benefits
    $0 + $14,937 related
    Filer's total
    $0 + $1,113,927 related

  • T SCOTT FINNEGAN

    ASST. TREASURER

    Total calculated
    $665,254
    From this org
    $0
    From related orgs
    $532,584
    Other
    $132,670
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,584 related
    Bonus
    $0 + $135,216 related
    Other
    $0 + $26,784 related
    Deferred
    $0 + $117,596 related
    Nontaxable benefits
    $0 + $15,074 related
    Filer's total
    $0 + $665,254 related

  • TIMOTHY GROOVER MD

    VP

    Total calculated
    $1,241,565
    From this org
    $0
    From related orgs
    $1,066,681
    Other
    $174,884
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $664,985 related
    Bonus
    $0 + $286,899 related
    Other
    $0 + $114,797 related
    Deferred
    $0 + $148,670 related
    Nontaxable benefits
    $0 + $26,214 related
    Filer's total
    $0 + $1,241,565 related

  • ATINUKE M OGUNSAN

    PHARMACIST, INVESTIGAT. DRUG

    Total calculated
    $183,221
    From this org
    $160,687
    From related orgs
    $0
    Other
    $22,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,601
    Bonus
    $0
    Other
    $3,086
    Deferred
    $15,836
    Nontaxable benefits
    $6,698
    Filer's total
    $183,221

  • CASSANDRA M BRUCE

    DIR, CORPORATE HEALTH

    Total calculated
    $166,292
    From this org
    $144,580
    From related orgs
    $0
    Other
    $21,712
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,054
    Bonus
    $22,501
    Other
    $25
    Deferred
    $7,312
    Nontaxable benefits
    $14,400
    Filer's total
    $166,292

  • MARJORIE ROCHETTE DELUCIA

    PHARMACIST, INVESTIGAT. DRUG

    Total calculated
    $194,957
    From this org
    $160,986
    From related orgs
    $0
    Other
    $33,971
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,943
    Bonus
    $0
    Other
    $43
    Deferred
    $11,764
    Nontaxable benefits
    $22,207
    Filer's total
    $194,957

  • MISTY LYNN MANWARING

    DIR, HEALTH PARTNERSHIPS

    Total calculated
    $158,479
    From this org
    $142,510
    From related orgs
    $0
    Other
    $15,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,505
    Bonus
    $22,838
    Other
    $167
    Deferred
    $8,333
    Nontaxable benefits
    $7,636
    Filer's total
    $158,479

  • SUSHMITHA GUBBI

    DIR, RESEARCH - BHRI

    Total calculated
    $245,009
    From this org
    $234,276
    From related orgs
    $0
    Other
    $10,733
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,853
    Bonus
    $34,084
    Other
    $339
    Deferred
    $9,327
    Nontaxable benefits
    $1,406
    Filer's total
    $245,009

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 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 2024: G. SCOTT BAITY $118,159, T. SCOTT FINNEGAN $71,936, TIMOTHY GROOVER M.D. $132,282, AND MATTHEW ZUINO $186,894. 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).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202632259349300303

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