Form 990 for tax year 2023
Filed by SOUTH FLORIDA BAPTIST HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- $5,359,593
- Total expenses
- $668,388
- Contributions and grants received
- $5,017,914
- Grants paid
- $374,861
- Program service revenue
- $0
- Investment income
- $359,564
- Other revenue
- -$17,885
- Total assets, end of year
- $15,142,750
- Total liabilities, end of year
- $56,558
- Net assets or fund balances, end of year
- $15,086,192
- Program services expenses (Part IX)
- $423,287
- Management and general expenses
- $123,235
- Fundraising expenses
- $121,866
- Program service expenses (Part III)
- $423,287
Program services were 63.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
GEORGE BANNING
TRUSTEE/VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
JANA BUTLER
EX-OFFICIO/EXECUTIVE DIRECTOR FOUNDATION-SFB
- Total calculated
- $157,408
- From this org
- $123,465
- From related orgs
- $0
- Other
- $33,943
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $105,714
- Bonus
- $9,908
- Other
- $7,843
- Deferred
- $6,201
- Nontaxable benefits
- $27,742
- Filer's total
- $157,408
-
KAREN KERR
EX-OFFICIO/PRESIDENT SFBH & BRMC
- Total calculated
- $604,916
- From this org
- $0
- From related orgs
- $538,458
- Other
- $66,458
- Hours/week
- 1 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $279,492 related
- Bonus
- $0 + $112,164 related
- Other
- $0 + $146,802 related
- Deferred
- $0 + $31,492 related
- Nontaxable benefits
- $0 + $34,966 related
- Filer's total
- $0 + $604,916 related
-
SHERRIE MUELLER
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
SYLVIA KNOX
TRUSTEE/PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
AKM HOSSAIN MD
EX-OFFICIO/MEDICAL STAFF PRESIDENT
- Total calculated
- $1,990,796
- From this org
- $0
- From related orgs
- $1,929,750
- Other
- $61,046
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $1,874,628 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $25,122 related
- Deferred
- $0 + $19,321 related
- Nontaxable benefits
- $0 + $41,725 related
- Filer's total
- $0 + $1,990,796 related
-
AL WHITAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN WEST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE RODWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CARMEN BROWNLEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
COLEMAN DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DIANE BREWINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DUB MCGINNES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD SWINDLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GULAB SHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JACK PEACOCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JIM SCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN DICKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JUDY MARTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KIM MCELVEEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RAY WOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RAYMOND CLIBURN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RHETT ROLLYSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RONALD WETHERINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEVE HOWARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WALTER MCDONALD
EX-OFFICIO/AUXILIAN PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM MORROW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
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
- 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
- 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.
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
-
SOUTH FLORIDA BAPTIST HOSPITAL INC
$374,861
GENERAL SUPPORT
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.
-
SOUTH FLORIDA BAPTIST HOSPITAL
501(c)(3) · MEDICAL SERVICES · FL
Directly controlled by NA
-
501(c)(3) · Support services · FL
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501209349300910
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