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Nonprofiteer
← BAPTIST HEALTH FOUNDATION INC

Form 990 for tax year 2024

Filed by BAPTIST HEALTH FOUNDATION INC.

Totals

Total revenue
$1,834,193
Total expenses
$1,816,843
Contributions and grants received
$1,252,383
Grants paid
$1,170,170
Program service revenue
$0
Investment income
$636,078
Other revenue
-$54,268
Total assets, end of year
$34,959,967
Total liabilities, end of year
$6,001,295
Net assets or fund balances, end of year
$28,958,672
Program services expenses (Part IX)
$1,590,507
Management and general expenses
$64,667
Fundraising expenses
$161,669
Program service expenses (Part III)
$1,590,507

Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HENRY C WATERER MD

    DIRECTOR

    Total calculated
    $992,211
    From this org
    $0
    From related orgs
    $904,368
    Other
    $87,843
    Hours/week
    0.23 + 39.77 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,613 related
    Bonus
    $0 + $345,183 related
    Other
    $0 + $218,572 related
    Deferred
    $0 + $70,500 related
    Nontaxable benefits
    $0 + $17,343 related
    Filer's total
    $0 + $992,211 related

  • JAMES A GRANTHAM

    DIRECTOR

    Total calculated
    $742,352
    From this org
    $0
    From related orgs
    $658,484
    Other
    $83,868
    Hours/week
    0.23 + 39.77 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,719 related
    Bonus
    $0 + $201,780 related
    Other
    $0 + $60,985 related
    Deferred
    $0 + $58,147 related
    Nontaxable benefits
    $0 + $25,721 related
    Filer's total
    $0 + $742,352 related

  • BOBBIE K WARE

    DIRECTOR

    Total calculated
    $625,060
    From this org
    $0
    From related orgs
    $560,421
    Other
    $64,639
    Hours/week
    0.23 + 39.77 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,537 related
    Bonus
    $0 + $56,484 related
    Other
    $0 + $127,400 related
    Deferred
    $0 + $45,450 related
    Nontaxable benefits
    $0 + $19,189 related
    Filer's total
    $0 + $625,060 related

  • ARTHUR SKIP JERNIGAN

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    0.23 + 3.23 related

  • ADOLPHUS B BAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • BILL LAMPTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • CANDICE SIMMONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • CHRISTOPHER H COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • DIANE MCGOWAN

    DIRECTOR (AS OF 01/25)

    Total calculated
    $0
    Hours/week
    0.23

  • DUDLEY D WOOLEY

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.23

  • H DOUGLAS HEDERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • HARRY WALKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • JASON S GREENER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • LA'VERNE EDNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • MARGARET MCLARTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • MARY E SHAPLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • MELISSA HEDERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • RICK J CALHOUN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • ROY D CAMPBELL III

    DIRECTOR (THRU 12/24)

    Total calculated
    $0
    Hours/week
    0.23

  • THOMAS M UNDERWOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • TOMMY THAMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • WILL WALKER III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • WILLIAM A ANDY WIMBERLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • JASON M LITTLE

    PRESIDENT

    Total calculated
    $3,913,950
    From this org
    $0
    From related orgs
    $3,797,655
    Other
    $116,295
    Hours/week
    0.23 + 39.77 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,421,393 related
    Bonus
    $0 + $1,751,999 related
    Other
    $0 + $624,263 related
    Deferred
    $0 + $79,375 related
    Nontaxable benefits
    $0 + $36,920 related
    Filer's total
    $0 + $3,913,950 related

  • GREGORY M DUCKETT

    SECRETARY

    Total calculated
    $1,760,131
    From this org
    $0
    From related orgs
    $1,667,844
    Other
    $92,287
    Hours/week
    0.23 + 39.77 related

    Schedule J breakdown matched by us

    Base
    $0 + $518,957 related
    Bonus
    $0 + $500,750 related
    Other
    $0 + $648,137 related
    Deferred
    $0 + $52,833 related
    Nontaxable benefits
    $0 + $39,454 related
    Filer's total
    $0 + $1,760,131 related

  • WILLIAM F THOMPSON

    CFO (THRU 05/25)

    Total calculated
    $475,728
    From this org
    $0
    From related orgs
    $412,511
    Other
    $63,217
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,649 related
    Bonus
    $0 + $35,183 related
    Other
    $0 + $101,679 related
    Deferred
    $0 + $40,352 related
    Nontaxable benefits
    $0 + $22,865 related
    Filer's total
    $0 + $475,728 related

  • STEPHEN SNEAD

    EXECUTIVE DIRECTOR (THRU 05/25)

    Total calculated
    $199,990
    From this org
    $0
    From related orgs
    $163,218
    Other
    $36,772
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $154,821 related
    Bonus
    $0 + $8,135 related
    Other
    $0 + $262 related
    Deferred
    $0 + $5,355 related
    Nontaxable benefits
    $0 + $31,417 related
    Filer's total
    $0 + $199,990 related

  • DEENA KEASLER

    CFO (AS OF 07/25)

    Total calculated
    $145,560
    From this org
    $0
    From related orgs
    $132,440
    Other
    $13,120
    Hours/week
    1 + 39 related

  • VALERIE LINN

    EXECUTIVE DIRECTOR (AS OF 9/25)

    Total calculated
    $0
    Hours/week
    40

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)

PART I, LINE 3
BAPTIST MEMORIAL HEALTH CARE CORPORATION, A RELATED ORGANIZATION OF BAPTIST HEALTH FOUNDATION, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
ELIGIBLE EXECUTIVES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F). THE EXACT PURPOSE OF EACH PLAN VARIES BUT THEY INCLUDE: COMPENSATION LIMITATION MAKE-UP PLANS, VOLUNTARY DEFERRAL PLANS, DEFERRAL OF A PORTION OF INCENTIVE BONUS TYPE PLANS, ETC. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. THE FOLLOWING INDIVIDUAL(S) LISTED ON PART VII RECEIVED SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS DURING THE CALENDAR YEAR: JASON M. LITTLE - $512,911 GREGORY M. DUCKETT - $490,265 BOBBIE K. WARE - $64,284 ADDITIONALLY, MISSISSIPPI BAPTIST HEALTH SYSTEMS, INC. ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A NON-QUALIFIED, UNFUNDED DEFERRED COMPENSATION PLAN EFFECTIVE JULY 1, 2010, FOR THE BENEFIT OF CERTAIN MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES OF THE SYSTEM. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ABILITY OF THE SYSTEM TO ATTRACT AND RETAIN QUALIFIED MANAGEMENT PERSONNEL WITH A MARKET-COMPETITIVE SUPPLEMENTAL RETIREMENT BENEFIT ON A TAX-DEFERRED BASIS. THE FOLLOWING INDIVIDUAL(S) LISTED ON PART VII RECEIVED SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS DURING THE CALENDAR YEAR: HENRY C. WATERER, MD - $217,603 WILLIAM F. THOMPSON - $91,759

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
2024
IRS schema version
2024v5.5
Source object
202632259349300403

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