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Nonprofiteer
← BAPTIST MEDICAL CENTER OF NASSAU I NC

Form 990 for tax year 2023

Filed by BAPTIST MEDICAL CENTER OF NASSAU I NC.

Totals

Total revenue
$102,778,662
Total expenses
$87,844,482
Contributions and grants received
$169,000
Grants paid
$1,061,142
Program service revenue
$101,589,432
Investment income
$1,008,255
Other revenue
$11,975
Total assets, end of year
$164,883,114
Total liabilities, end of year
$19,100,687
Net assets or fund balances, end of year
$145,782,427
Program services expenses (Part IX)
$73,782,998
Management and general expenses
$14,061,484
Fundraising expenses
$0
Program service expenses (Part III)
$73,782,998

Program services were 84.0% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $169,000

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Patient service revenues, Net

    total $100,576,278 · related or exempt $100,576,278 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Hospital Cafeteria

    total $313,378 · related or exempt $313,378 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Rental Revenue

    total $294,161 · related or exempt $294,161 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Other Revenue

    total $405,615 · related or exempt $405,615 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $997,355 · related or exempt $0 · unrelated business $0 · excluded $997,355

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    other assets $10,900

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $10,900

  • 7d · Net gain or loss

    total $10,900 · related or exempt $0 · unrelated business $0 · excluded $10,900

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: REFERENCE LAB REVENUE

    total $11,975 · related or exempt $0 · unrelated business $11,975 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $11,975

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,061,142 · program services $1,061,142

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $620,986 · program services $310,493 · management and general $310,493 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $32,022,543 · program services $26,898,936 · management and general $5,123,607 · fundraising $0

  • 8 · Pension plan contributions

    total $1,375,813 · program services $1,155,683 · management and general $220,130 · fundraising $0

  • 9 · Other employee benefits

    total $7,097,836 · program services $5,962,182 · management and general $1,135,654 · fundraising $0

  • 10 · Payroll taxes

    total $2,448,477 · program services $2,056,721 · management and general $391,756 · fundraising $0

  • 11a · Fees: management

    total $1,070,036 · program services $834,628 · management and general $235,408 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $33,770 · program services $16,885 · management and general $16,885 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $10,423,453 · program services $8,130,294 · management and general $2,293,159 · fundraising $0

  • 12 · Advertising and promotion

    total $67,893 · program services $52,957 · management and general $14,936 · fundraising $0

  • 13 · Office expenses

    total $7,058,158 · program services $5,505,363 · management and general $1,552,795 · fundraising $0

  • 14 · Information technology

    total $740,899 · program services $577,901 · management and general $162,998 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $3,169,617 · program services $2,472,301 · management and general $697,316 · fundraising $0

  • 17 · Travel

    total $21,155 · program services $16,501 · management and general $4,654 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $64,656 · program services $50,432 · management and general $14,224 · fundraising $0

  • 20 · Interest

    total $1,439 · program services $1,122 · management and general $317 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $7,870,386 · program services $6,138,901 · management and general $1,731,485 · fundraising $0

  • 23 · Insurance

    total $316,515 · program services $246,882 · management and general $69,633 · fundraising $0

  • 24a · Other expenses: Hospital/Medical Supplies

    total $10,805,576 · program services $10,805,576 · management and general $0 · fundraising $0

  • 24b · Other expenses: AHCA & NICA Assessments

    total $968,025 · program services $968,025 · management and general $0 · fundraising $0

  • 24c · Other expenses: Local Provider Payment Fund

    total $310,683 · program services $242,333 · management and general $68,350 · fundraising $0

  • 24d · Other expenses: Patient Transportation

    total $215,042 · program services $215,042 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $80,382 · program services $62,698 · management and general $17,684 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $925 · end of year $650

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $11,537,310 · end of year $10,126,017

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,611,614 · end of year $1,643,241

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,852,841 · end of year $3,764,511

  • 10a · Land, buildings and equipment: cost or other basis

    $161,262,537

  • 10b · Land, buildings and equipment: accumulated depreciation

    $67,070,330

  • 10c · Land, buildings and equipment, net

    beginning of year $72,063,067 · end of year $94,192,207

  • 11 · Investments: publicly traded securities

    beginning of year $15,306,525 · end of year $18,333,650

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $50,669,057 · end of year $36,822,838

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,482,942 · end of year $11,505,741

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $9,354,899 · end of year $7,594,946

  • 27 · Net assets without donor restrictions

    beginning of year $133,494,142 · end of year $140,194,161

  • 28 · Net assets with donor restrictions

    beginning of year $4,709,356 · end of year $5,588,266

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

To make hope, healing and well-being accessible to every person as an expression of God's love.

  • Baptist Medical Center of Nassau, Inc. (BMCN) is a highly advanced, extremely well-equipped community hospital located on Amelia Island, serving Nassau County and its surrounding area. The hospital provides a full spectrum of inpatient and outpatient services and 24-hour emergency care. The medical staff includes highly trained physicians in 26 different specialties along with a 24/7 hospitalist program. BMCN is an accredited chest pain center, acute stroke readiness hospital and has earned ANCC magnet recognition for excellence in patient care and named top general hospital by the LeapFrog Group with safety grade A. Baptist Nassau offers many advanced services and technologies not typically seen in a community hospital including a 30,000 square foot surgery/procedural center, advanced imaging (128-channel CT and MRI), breast health program with digital 3D mammography, 24/7 intensivist coverage ICU through telemedicine, non-invasive cardiology and cardiac rehabilitation center. Inpatients are cared for in a modernized building, which offers 48 private patient suites. BMCN was one of the first community hospitals in the nation to convert to an electronic medical record system. Baptist Medical Center of Nassau is fully integrated within a five-hospital system of Baptist Health System, Inc. (BHS). Inpatient pediatric care is provided by Wolfson Children's Hospital in Jacksonville. During the fiscal year, there were 493 employees, 62 beds, 4,611 admissions accounting for 13,695 patient days, and 23,146 emergency room visits. As part of BHS, the region's only community-owned, faith-based healthcare system, BMCN is committed to improving the health of everyone in its community, regardless of their ability to pay. BMCN provided the following uncompensated care and community benefit for the fiscal year ended September 30, 2024: (1) charity care, $5.0 million, (2) unreimbursed Medicare costs, $14.0 million, and (3) specific community programs, $1.5 million, for a total of $20.5 million of uncompensated care and community benefit. BMCN's primary focus is addressing unmet health needs, particularly among vulnerable populations who have limited resources and access to health care. BMCN has gone beyond the delivery of essential health care to improve the lives of individuals and the overall quality of life in our region. Baptist health's community health committee guides the community health efforts. This committee provides strategic direction related to community health activities and ensures focus on key priorities that align with Baptist health's mission. A cornerstone of our commitment to the community is caring for the health of vulnerable, uninsured and underserved people among us. One of BMCN's guiding principles of community health is to collaborate with other local organizations to leverage our collective expertise and strength for the health benefits of the community. This collaborative approach helps ensure efficiency and avoids duplication of effort, resulting in enhancement of the lives of area residents at every life stage and income level. BMCN community health needs assessment includes: (1) access to care (2) mental and behavioral health (3) poverty (4) chronic disease (5) maternal and child health (6) transportation, (7) housing, (8) Cancer and (9) social determinants of health.

    Expenses $73,782,998 · Grants $1,061,142 · Revenue $101,589,432

As filed on the 2023 return.

Listed in Part VII

  • Jodi H Henson

    Vice Chair/Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    0.5
  • Karen Hackett

    Chair

    Total calculated
    $0
    Hours/week
    0.5
  • Matthew A Zuino

    Interim Vice President through 09.13.24

    Total calculated
    $1,577,184
    From this org
    $0
    From related orgs
    $1,423,109
    Other
    $154,075
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $865,641 related
    Bonus
    $0 + $373,560 related
    Other
    $0 + $183,908 related
    Deferred
    $0 + $129,527 related
    Nontaxable benefits
    $0 + $24,548 related
    Filer's total
    $0 + $1,577,184 related
  • Michael A Mayo DHA

    President

    Total calculated
    $2,456,417
    From this org
    $0
    From related orgs
    $2,400,699
    Other
    $55,718
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,239,294 related
    Bonus
    $0 + $844,798 related
    Other
    $0 + $316,607 related
    Deferred
    $0 + $18,975 related
    Nontaxable benefits
    $0 + $36,743 related
    Filer's total
    $0 + $2,456,417 related
  • Brandy Bateman Carvalho

    Director

    Total calculated
    $0
    Hours/week
    0.1
  • Daniel C Rowland

    Director

    Total calculated
    $0
    Hours/week
    0.1
  • Janice Ancrum

    Director

    Total calculated
    $0
    Hours/week
    0.1
  • Melanie Wright

    Director

    Total calculated
    $0
    Hours/week
    0.1
  • Michael Ammiano

    Director

    Total calculated
    $0
    Hours/week
    0.1
  • Michael Howington MD

    Director

    Total calculated
    $0
    Hours/week
    0.1
  • Ed T Hubel

    Vice President through 03.27.24

    Total calculated
    $666,887
    From this org
    $559,769
    From related orgs
    $0
    Other
    $107,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $314,102
    Bonus
    $116,834
    Other
    $128,833
    Deferred
    $92,662
    Nontaxable benefits
    $14,456
    Filer's total
    $666,887
  • G Scott Baity Esq

    Asst. Secretary

    Total calculated
    $1,052,314
    From this org
    $0
    From related orgs
    $918,506
    Other
    $133,808
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $566,725 related
    Bonus
    $0 + $212,481 related
    Other
    $0 + $139,300 related
    Deferred
    $0 + $120,024 related
    Nontaxable benefits
    $0 + $13,784 related
    Filer's total
    $0 + $1,052,314 related
  • Keith A Tickell

    Asst. Treasurer

    Total calculated
    $1,178,603
    From this org
    $0
    From related orgs
    $1,145,114
    Other
    $33,489
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $738,276 related
    Bonus
    $0 + $271,777 related
    Other
    $0 + $135,061 related
    Deferred
    $0 + $15,675 related
    Nontaxable benefits
    $0 + $17,814 related
    Filer's total
    $0 + $1,178,603 related
  • T Scott Finnegan

    Asst. Treasurer

    Total calculated
    $803,496
    From this org
    $0
    From related orgs
    $677,810
    Other
    $125,686
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,938 related
    Bonus
    $0 + $111,997 related
    Other
    $0 + $205,875 related
    Deferred
    $0 + $111,729 related
    Nontaxable benefits
    $0 + $13,957 related
    Filer's total
    $0 + $803,496 related
  • Tara Beth Anderson

    Vice President

    Total calculated
    $0
    Hours/week
    0.5
  • Kellene H Sauls

    VP, Patient Care Services- NAS

    Total calculated
    $348,086
    From this org
    $310,327
    From related orgs
    $0
    Other
    $37,759
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,988
    Bonus
    $50,524
    Other
    $57,815
    Deferred
    $23,190
    Nontaxable benefits
    $14,569
    Filer's total
    $348,086
  • Kelly Weeks Leeper

    Assoc Dir, Nursing

    Total calculated
    $180,171
    From this org
    $152,138
    From related orgs
    $0
    Other
    $28,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,237
    Bonus
    $13,871
    Other
    $30
    Deferred
    $7,104
    Nontaxable benefits
    $20,929
    Filer's total
    $180,171
  • Stephen H Bean

    Pharmacist

    Total calculated
    $202,128
    From this org
    $165,445
    From related orgs
    $0
    Other
    $36,683
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,138
    Bonus
    $0
    Other
    $19,307
    Deferred
    $23,202
    Nontaxable benefits
    $13,481
    Filer's total
    $202,128
  • Valerie Mary Smith

    Dir, Surgical Services

    Total calculated
    $196,302
    From this org
    $163,334
    From related orgs
    $0
    Other
    $32,968
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,371
    Bonus
    $21,654
    Other
    $309
    Deferred
    $10,931
    Nontaxable benefits
    $22,037
    Filer's total
    $196,302
  • William Berry Ivey

    Dir, Pharmacy - NAS

    Total calculated
    $206,787
    From this org
    $192,718
    From related orgs
    $0
    Other
    $14,069
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,327
    Bonus
    $25,366
    Other
    $25
    Deferred
    $7,781
    Nontaxable benefits
    $6,288
    Filer's total
    $206,787
  • Brett S McClung

    Former President (As of 05.01.21)

    Total calculated
    $512,000
    From this org
    $0
    From related orgs
    $512,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $125,000 related
    Other
    $0 + $387,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $512,000 related
  • Elizabeth R Ransom MD

    Former EVP/CPE (As of 08.15.21)

    Total calculated
    $105,000
    From this org
    $0
    From related orgs
    $105,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $105,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $105,000 related
  • Scott M Wooten

    Former Asst. Treasurer (As of 12.28.21)

    Total calculated
    $800,676
    From this org
    $0
    From related orgs
    $800,676
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $800,676 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $800,676 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

  • 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 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 4a Severance or change-of-control payment
The following individuals received severance payments during calendar year 2023: Brett McClung $387,000, Scott Wooten $800,000, and Elizabeth Ransom $105,000. 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) parent affiliate of Baptist Medical Center of Nassau, 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 2023: G. Scott Baity $83,700, T. Scott Finnegan $70,350, Ed Hubel $46,944, and Matthew Zuino $113,852. 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

  • The Charitable Purpose of Florida Essential Healthare Partnerships Foundation is to increase the amount of Medicaid funding available to support medical care for the medically indigent population in various counties in the state of Florida. The Grant Program is designed to increrase the flow of medicaid and other supplemental federal healthcare funds to Florida Patients, consistent with applicable federal and state requirements.

  • To promote emotional wellness through psychiatric, mental health and substance use disorder treatment services and community education and awareness.

  • To enhance the lives of older adults through services and compassionate care designed to improve health, independence, and economic security of Nassau seniors and their families.

  • TO AFFORD RESIDENTS OF NASSAU COUNTY, FLORIDA TEMPORARY AID DURING CRISIS SITUATIONS THAT ARISE DUE TO UNFORESEEN CIRCUMSTANCES.

  • To establish and maintain a community-based prenatal and infant health care coalition that is comprised of persons representing the public, private sector, state and local government, providers, community alliances and maternal and child health organizations, that will identify the needs of its service area, devise and implement a service plan to meet the identified needs pursuant to Florida Statutes on a continuing basis.

  • To build a healthier community by empowering young people and families to rise above adversity.

  • To support the after-school and summer programs which benefit the community's youth.

  • To provide a safe and loving environment for women with eating disorders to find hope and healing for life transformation through God's Word.

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.

  • Corporate Health LLC

    N/A · Development/ operation of a medically-based wellness program for the northeast Florida community · FL

    Directly controlled by Baptist Health Ambulatory Services Inc

  • BAYBAP LLC

    N/A · HOME HEALTH · FL

    Directly controlled by PAVILION HEALTH SERVICES INC

  • BAPTIST-COMPASS SURGICAL VENTURES LLC

    N/A · OWNS/OPERATES SURGICAL CENTERS FOR HEALTHCARE SYSTEM · NC

    Directly controlled by PAVILION HEALTH SERVICES INC

  • BG-PHS NASSAU CROSSING LLC

    N/A · REAL ESTATE · FL

    Directly controlled by PAVILION HEALTH SERVICES INC

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
11 August 2025
IRS schema version
2023v6.0
Source object
202502239349300720

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