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Nonprofiteer
← BAPTIST HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by BAPTIST HEALTH FOUNDATION.

Totals

Total revenue
$5,421,982
Total expenses
$2,978,127
Contributions and grants received
$4,362,132
Grants paid
$1,562,505
Program service revenue
$0
Investment income
$1,264,338
Other revenue
-$204,488
Total assets, end of year
$41,096,237
Total liabilities, end of year
$1,418,505
Net assets or fund balances, end of year
$39,677,732
Program services expenses (Part IX)
$1,791,513
Management and general expenses
$574,746
Fundraising expenses
$611,868
Program service expenses (Part III)
$1,791,513

Program services were 60.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRENT BEAULIEU

    TREASURER

    Total calculated
    $1,065,736
    From this org
    $0
    From related orgs
    $1,024,559
    Other
    $41,177
    Hours/week
    0.3 + 45.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $648,014 related
    Bonus
    $0 + $218,977 related
    Other
    $0 + $157,568 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $18,077 related
    Filer's total
    $0 + $1,065,736 related

  • KIMBERLY PRUITT

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2

  • MATT JONES

    CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • TIM MCMENNAMY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • ANTHONY BROOKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • BLAKE PHILLIPS

    TRUSTEE

    Total calculated
    $1,530,334
    From this org
    $0
    From related orgs
    $1,498,103
    Other
    $32,231
    Hours/week
    0.3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,096,434 related
    Bonus
    $0 + $400,007 related
    Other
    $0 + $1,661 related
    Deferred
    $0 + $21,150 related
    Nontaxable benefits
    $0 + $11,081 related
    Filer's total
    $0 + $1,530,333 related

  • BRADLEY DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • BRENT MORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • CATHY OWEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • CURTIS BARNETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • DANIELLE COLLIE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • DAVID JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • HEATH HARPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN STARLING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • JR BIZZELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • LAUREN STEEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • MARC HEFLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • MARCUS GUINN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • MATT OLSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • MIKE RICHARDSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • MIKE SHEPARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • MILLIE WARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • RAMEY MARSHELL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • RYAN FITZGERALD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • TROY WELLS

    TRUSTEE

    Total calculated
    $2,109,622
    From this org
    $0
    From related orgs
    $2,066,186
    Other
    $43,436
    Hours/week
    0.2 + 44.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,146,721 related
    Bonus
    $0 + $614,974 related
    Other
    $0 + $304,490 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $20,336 related
    Filer's total
    $0 + $2,109,622 related

  • TYLER STAFFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • WEST MCGEORGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • WILBUR PEER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • LENA HAYES

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $245,971
    From this org
    $218,414
    From related orgs
    $0
    Other
    $27,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,032
    Bonus
    $23,395
    Other
    $987
    Deferred
    $15,941
    Nontaxable benefits
    $11,615
    Filer's total
    $245,971

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, and on a Form 990-PF Part VIII's — 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
BAPTIST HEALTH, A RELATED ORGANIZATION, USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL OF THE BOARD TO ESTABLISH COMPENSATION OF THE CEO.

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349317546

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