Form 990 for tax year 2024
Filed by BAPTIST HEALTH CARE FOUNDATION INC.
Totals
- Total revenue
- $3,273,305
- Total expenses
- $2,786,664
- Contributions and grants received
- $3,225,718
- Grants paid
- $2,588,105
- Program service revenue
- $0
- Investment income
- $252,976
- Other revenue
- -$205,389
- Total assets, end of year
- $16,284,464
- Total liabilities, end of year
- $78,706
- Net assets or fund balances, end of year
- $16,205,758
- Program services expenses (Part IX)
- $2,603,559
- Management and general expenses
- $11,367
- Fundraising expenses
- $171,738
- Program service expenses (Part III)
- $2,603,559
Program services were 93.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$546,067
-
1f · All other contributions, gifts and grants
$2,679,651
-
1g · Noncash contributions included above
$21,597
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $315,854 · excluded $315,854
-
6c · Rental income or loss
real property $0 · personal property $0
-
7b · Less cost or other basis and sales expenses
securities $62,878
-
7c · Gain or loss
securities -$62,878 · other assets $0
-
7d · Net gain or loss
total -$62,878 · excluded -$62,878
-
8a · Fundraising events: gross income
$28,630
-
8a · Fundraising events: contributions included on line 1c
$546,067
-
8b · Fundraising events: direct expenses
$235,224
-
8c · Net income from fundraising events
total -$206,594 · excluded -$206,594
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,205 · excluded $1,205
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$1,205
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,456,717 · program services $2,456,717
-
2 · Grants to domestic individuals
total $131,388 · program services $131,388
-
11f · Fees: investment management
total $11,367 · management and general $11,367
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $4,020 · fundraising $4,020
-
13 · Office expenses
total $25,203 · fundraising $25,203
-
16 · Occupancy
total $15,454 · program services $15,454
-
24a · Other expenses: DONOR RECOGNITION
total $121,161 · fundraising $121,161
-
24b · Other expenses: FOOD COSTS
total $21,354 · fundraising $21,354
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $430,206 · end of year $476,133
-
2 · Savings and temporary cash investments
beginning of year $159,501 · end of year $162,428
-
3 · Pledges and grants receivable
beginning of year $3,173,048 · end of year $1,699,129
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $12,631,963 · end of year $13,946,774
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $1,331 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $81,335 · end of year $78,706
-
27 · Net assets without donor restrictions
beginning of year $9,416,359 · end of year $10,555,413
-
28 · Net assets with donor restrictions
beginning of year $6,895,693 · end of year $5,650,345
Mission and programs · 2024
Mission
HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES.
Activities or mission (Part I)
TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES.
-
HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES.
Expenses $2,603,559 · Grants $2,588,105
As filed on the 2024 return.
Listed in Part VII
-
Brett BarrowBRETT BARROW
MEMBER/VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Charles F Gund JrCHARLES F GUND JR
MEMBER/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Margaret T StoppMARGARET T STOPP
MEMBER/CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Pamela H CaddellPAMELA H CADDELL
MEMBER/VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Robert JonesROBERT JONES
MEMBER/SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Ann HaywardANN HAYWARD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Betty RobertsBETTY ROBERTS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Doug WoodwardDOUG WOODWARD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John PeacockJOHN PEACOCK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Klein MillerKLEIN MILLER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kristin LongleyKRISTIN LONGLEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lewis Bear IIILEWIS BEAR III
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mike MoretteMIKE MORETTE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Monica ShermanMONICA SHERMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Pelbreton Balfour MDPELBRETON BALFOUR MD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Peter LauterPETER LAUTER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth CallahanELIZABETH CALLAHAN
MEMBER/ASSISTANT SECRETARY
- Total calculated
- $580,674
- From this org
- $0
- From related orgs
- $534,528
- Other
- $46,146
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $422,361 related
- Bonus
- $0 + $68,203 related
- Other
- $0 + $43,964 related
- Deferred
- $0 + $8,766 related
- Nontaxable benefits
- $0 + $37,380 related
- Filer's total
- $0 + $580,674 related
-
Heather MoorerHEATHER MOORER
FOUNDATION DIRECTOR
- Total calculated
- $133,525
- From this org
- $0
- From related orgs
- $95,236
- Other
- $38,289
- Hours/week
- 40
-
Katherine Kc GartmanKATHERINE KC GARTMAN
EXECUTIVE DIRECTOR (OUTGOING)
- Total calculated
- $176,908
- From this org
- $0
- From related orgs
- $161,547
- Other
- $15,361
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $161,457 related
- Bonus
- $0
- Other
- $0 + $90 related
- Deferred
- $0 + $3,949 related
- Nontaxable benefits
- $0 + $11,412 related
- Filer's total
- $0 + $176,908 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
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
- EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE, INC. BOARD UTILIZES INDEPENDENT COMPENSATION STUDIES THAT REFLECT THE CURRENT MARKET VALUE OF SPECIFIC KEY MANAGEMENT POSITIONS AS BENCHMARK DATA. ALL COMPENSATION OF KEY INDIVIDUALS MUST BE APPROVED BY THE COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION.
- SCHEDULE J, PART II
- THE RELATED COMPENSATION REPORTED ON FORM 990, PART VII, SECTION A & SCHEDULE J, PART II WAS PAID BY BAPTIST HEALTH CARE, INC., A RELATED TAX-EXEMPT ORGANIZATION.
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
-
$2,435,120
HEALTH CARE
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.
-
501(C)(3) · HEALTHCARE · FL
Directly controlled by NA
-
501(C)(3) · HEALTHCARE · FL · controlled entity
Directly controlled by BHCI
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.
-
BAPTIST MEDICAL PARK SURGERY CENTER LLC
N/A · AMBULATORY SURGERY · FL
Directly controlled by NA
-
ANDREWS INSTITUTE ASC LLC
N/A · AMBULATORY SURGERY · FL
Directly controlled by NA
-
BHI-INTUITIVE HEALTH OF ESCAMBIA COUNTY LLC
N/A · FREESTANDING EMERGENCY DEPARTMENT · FL
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
BAPTIST HEALTH VENTURES INC
C CORPORATION · ADMINISTRATIVE · FL · controlled entity
Directly controlled by NA
-
THE TOWERS PHARMACY INC
C CORPORATION · RETAIL SALES · FL · controlled entity
Directly controlled by NA
-
LCC HOLDING COMPANY INC
C CORPORATION · HOLDING COMPANY · FL · controlled entity
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 August 2026
- IRS schema version
- 2024v5.1
- Source object
- 202602299349301800
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