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Nonprofiteer
← BAPTIST HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by BAPTIST HEALTH SYSTEM INC.

Totals

Total revenue
$325,472,302
Total expenses
$443,224,584
Contributions and grants received
$315,000
Grants paid
$0
Program services expenses (Part IX)
$374,414,474
Management and general expenses
$68,810,110
Fundraising expenses
$0
Program service expenses (Part III)
$374,414,474

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Asghar A Syed

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Deborah Pass Durham

    Vice Chair/Chair Elect

    Total calculated
    $0
    Hours/week
    0.5

  • Joe Louis Barrow Jr

    Chair

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Michael A Mayo DHA

    President/CEO

    Total calculated
    $1,507,935
    From this org
    $1,457,401
    From related orgs
    $0
    Other
    $50,534
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $1,178,835
    Bonus
    $217,401
    Other
    $61,165
    Deferred
    $17,538
    Nontaxable benefits
    $32,996
    Filer's total
    $1,507,935

  • Cleve Warren

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • Craig Shapiro MD

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Frank R Martire

    Former Director (As of 03.27.23)

    Total calculated
    $0
    Hours/week
    0.1

  • Ilene Levenson MD

    Director

    Total calculated
    $282,008
    From this org
    $0
    From related orgs
    $269,688
    Other
    $12,320
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $119,330 related
    Bonus
    $0 + $150,333 related
    Other
    $0 + $25 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,320 related
    Filer's total
    $0 + $282,008 related

  • John K Anderson Jr

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Kristi Garside

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Kyle Etzkorn MD

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Michael Erhard MD

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Michael Grebe

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Michael K Diaz

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • Pam Chally RNPhD

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • Rev Kyle T Reese

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • Richard L Sisisky

    Former Director (As of 03.27.23)

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • Robert E Hill Jr

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Aaron Miri

    SVP/CDIO

    Total calculated
    $535,769
    From this org
    $496,793
    From related orgs
    $0
    Other
    $38,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $415,492
    Bonus
    $51,001
    Other
    $30,300
    Deferred
    $19,190
    Nontaxable benefits
    $19,786
    Filer's total
    $535,769

  • G Scott Baity Esq

    SVP/Gen. Counsel/CLO/Asst. Sec.

    Total calculated
    $810,313
    From this org
    $655,656
    From related orgs
    $0
    Other
    $154,657
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $549,772
    Bonus
    $66,960
    Other
    $38,924
    Deferred
    $142,844
    Nontaxable benefits
    $11,813
    Filer's total
    $810,313

  • Kathleen M McCann

    SVP & CHRO

    Total calculated
    $511,303
    From this org
    $501,630
    From related orgs
    $0
    Other
    $9,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,642
    Bonus
    $109,139
    Other
    $6,849
    Deferred
    $0
    Nontaxable benefits
    $9,673
    Filer's total
    $511,303

  • Keith A Tickell

    SVP/CFO/Asst. Treasurer

    Total calculated
    $727,724
    From this org
    $698,129
    From related orgs
    $0
    Other
    $29,595
    Hours/week
    37.6 + 2.4 related

    Schedule J breakdown matched by us

    Base
    $637,865
    Bonus
    $60,239
    Other
    $25
    Deferred
    $14,488
    Nontaxable benefits
    $15,107
    Filer's total
    $727,724

  • Kimberly Jones

    SVP/CPO

    Total calculated
    $167,387
    From this org
    $0
    From related orgs
    $157,515
    Other
    $9,872
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,058 related
    Bonus
    $0
    Other
    $0 + $457 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,872 related
    Filer's total
    $0 + $167,387 related

  • Matthew A Zuino

    EVP/COO

    Total calculated
    $1,003,607
    From this org
    $836,490
    From related orgs
    $0
    Other
    $167,117
    Hours/week
    38.1 + 1.9 related

    Schedule J breakdown matched by us

    Base
    $750,982
    Bonus
    $79,696
    Other
    $5,812
    Deferred
    $145,417
    Nontaxable benefits
    $21,700
    Filer's total
    $1,003,607

  • Melanie J Husk

    SVP/CCO

    Total calculated
    $575,159
    From this org
    $537,904
    From related orgs
    $0
    Other
    $37,255
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,154
    Bonus
    $99,999
    Other
    $34,751
    Deferred
    $20,588
    Nontaxable benefits
    $16,667
    Filer's total
    $575,159

  • Rick Tresmond

    VP, CCH Supply Chain

    Total calculated
    $483,203
    From this org
    $424,229
    From related orgs
    $0
    Other
    $58,974
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $356,323
    Bonus
    $45,487
    Other
    $22,419
    Deferred
    $46,128
    Nontaxable benefits
    $12,846
    Filer's total
    $483,203

  • T Scott Finnegan

    SVP/CTO

    Total calculated
    $528,958
    From this org
    $407,047
    From related orgs
    $0
    Other
    $121,911
    Hours/week
    37.5 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $348,811
    Bonus
    $36,001
    Other
    $22,235
    Deferred
    $109,918
    Nontaxable benefits
    $11,993
    Filer's total
    $528,958

  • Tammy Daniel

    SVP/CNO

    Total calculated
    $622,462
    From this org
    $512,540
    From related orgs
    $0
    Other
    $109,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $430,423
    Bonus
    $52,201
    Other
    $29,916
    Deferred
    $97,522
    Nontaxable benefits
    $12,400
    Filer's total
    $622,462

  • Timothy Groover MD

    SVP & System CMO/Former President of Physician Alignment (As of 01.31.23)

    Total calculated
    $1,137,500
    From this org
    $979,071
    From related orgs
    $0
    Other
    $158,429
    Hours/week
    39.4 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $616,206
    Bonus
    $324,161
    Other
    $38,704
    Deferred
    $136,733
    Nontaxable benefits
    $21,696
    Filer's total
    $1,137,500

  • Tonia L Teumer

    VP/CCO

    Total calculated
    $338,243
    From this org
    $301,312
    From related orgs
    $0
    Other
    $36,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,056
    Bonus
    $27,231
    Other
    $25
    Deferred
    $34,347
    Nontaxable benefits
    $2,584
    Filer's total
    $338,243

  • Catherine A Graham

    SVP, Clin Svc Ln & Amb Bus Dev

    Total calculated
    $484,607
    From this org
    $427,537
    From related orgs
    $0
    Other
    $57,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,203
    Bonus
    $28,600
    Other
    $114,734
    Deferred
    $41,682
    Nontaxable benefits
    $15,388
    Filer's total
    $484,607

  • Philip E Boyce

    SVP & Chief Revenue Officer

    Total calculated
    $549,793
    From this org
    $528,026
    From related orgs
    $0
    Other
    $21,767
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $396,671
    Bonus
    $97,842
    Other
    $33,513
    Deferred
    $5,338
    Nontaxable benefits
    $16,429
    Filer's total
    $549,793

  • Rahul Dalvi

    Physician Advisor

    Total calculated
    $460,856
    From this org
    $431,630
    From related orgs
    $0
    Other
    $29,226
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $391,067
    Bonus
    $40,471
    Other
    $92
    Deferred
    $9,150
    Nontaxable benefits
    $20,076
    Filer's total
    $460,856

  • Stacey Johnston

    Chief Applications Officer

    Total calculated
    $637,370
    From this org
    $576,029
    From related orgs
    $0
    Other
    $61,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $381,022
    Bonus
    $189,010
    Other
    $5,997
    Deferred
    $41,808
    Nontaxable benefits
    $19,533
    Filer's total
    $637,370

  • Tamer Hassan

    Physician Advisor

    Total calculated
    $477,456
    From this org
    $442,969
    From related orgs
    $0
    Other
    $34,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $374,016
    Bonus
    $66,680
    Other
    $2,273
    Deferred
    $14,488
    Nontaxable benefits
    $19,999
    Filer's total
    $477,456

  • Brett S McClung

    Former Chief Executive Officer (As of 05.01.21)

    Total calculated
    $1,267,141
    From this org
    $1,267,141
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $1,118,000
    Bonus
    $125,000
    Other
    $24,141
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,267,141

  • Elizabeth R Ransom

    Former EVP/CPE (As of 10.18.21)

    Total calculated
    $789,065
    From this org
    $789,065
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $780,000
    Bonus
    $0
    Other
    $9,065
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $789,065

  • Keith L Stein

    Former Officer (As of 05.04.20)

    Total calculated
    $402,799
    From this org
    $384,372
    From related orgs
    $0
    Other
    $18,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,929
    Bonus
    $36,443
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,427
    Filer's total
    $402,799

  • Mary Ellen Schopp

    Former SVP/Chief HR Officer (As of 07.08.21)

    Total calculated
    $513,576
    From this org
    $513,576
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $499,162
    Bonus
    $0
    Other
    $14,414
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $513,576

  • Roland Garcia

    Former SVP/CIO (As of 12.28.21)

    Total calculated
    $277,082
    From this org
    $249,648
    From related orgs
    $0
    Other
    $27,434
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $249,648
    Bonus
    $0
    Other
    $0
    Deferred
    $27,434
    Nontaxable benefits
    $0
    Filer's total
    $277,082

  • Scott M Wooten

    Former EVP/CFO/Asst. Treasurer (As of 12.28.21)

    Total calculated
    $3,559,074
    From this org
    $3,556,910
    From related orgs
    $0
    Other
    $2,164
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $800,065
    Bonus
    $103,047
    Other
    $2,653,798
    Deferred
    $1,793
    Nontaxable benefits
    $371
    Filer's total
    $3,559,074

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 4a Severance or change-of-control payment
The following individuals received severance payments during calendar year 2022: Brett McClung $1,118,000, Mary Ellen Shopp $499,162, Elizabeth Ransom $780,000, Scott Wooten $784,616, and Roland Garcia $249,648. These amounts are included on Schedule J, part II, column b(iii).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Baptist Health System, Inc. (BHS) 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 2022: G. Scott Baity $99,204, Tammy Daniel $76,934, T. Scott Finnegan $63,919, Timothy Groover M.D. $122,245, Stacey Johnston $29,608, Tonia Teumer $22,365, Rick Tresmond $31,640, Deborah Abram $2,046, Aaron Miri $17,164, and Matthew Zuino $130,929. 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). Scott Wooten has vested his SERP benefit during 2022. In addition to Mr. Wooten's yearly compensation of $156,590 ($156,219 taxable compensation and deferred compensation with non-taxable benefits of $371), the total amount of the taxable SERP was also included in his W-2, Box 5 in the amount of $2,617,868, per IRS guidelines. The taxable SERP compensation was paid to Mr. Wooten as a one-time lump sum amount. The SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990." Catherine Graham has vested her SERP benefit during 2022. In addition to Ms. Graham's yearly compensation of $369,898 ($354,509 taxable compensation and deferred compensation with non-taxable benefits of $15,388), the total amount of the taxable SERP was also included in his W-2, Box 5 in the amount of $114,709, per IRS guidelines. The taxable SERP compensation was paid to Ms. Graham as a one-time lump sum amount. The SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990."

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
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202402279349303000

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