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← BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TR

Form 990 for tax year 2023

Filed by BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TR.

Totals

Total revenue
$217,685,600
Total expenses
$217,685,517
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$217,685,517
Investment income
$83
Other revenue
$0
Total assets, end of year
$10,902,162
Total liabilities, end of year
$14,957,064
Net assets or fund balances, end of year
-$4,054,902
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: PREMIUMS RECEIVED

    total $217,685,517 · related or exempt $217,685,517

  • 3 · Investment income

    total $83 · excluded $83

Functional expenses

Part IX, the statement of functional expenses.

  • 13 · Office expenses

    total $5,400

  • 24a · Other expenses: CLAIMS PAID

    total $210,114,295

  • 24b · Other expenses: ADMINISTRATIVE FEES

    total $7,565,822

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,047 · end of year $2,114

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,286,862 · end of year $1,327,268

  • 15 · Other assets

    beginning of year $3,586,592 · end of year $9,572,780

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,930,486 · end of year $14,957,064

  • 27 · Net assets without donor restrictions

    beginning of year -$4,054,985 · end of year -$4,054,902

Mission and programs · 2023

Mission

BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH AND WELFARE TRUST PROVIDES BENEFIT PLANS AND HEALTH INSURANCE TO THE EMPLOYEES (AND THEIR FAMILIES) OF BAPTIST MEMORIAL HEALTH CARE SYSTEM.

  • BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH AND WELFARE TRUST PROVIDES BENEFIT PLANS AND HEALTH INSURANCE TO THE EMPLOYEES (AND THEIR FAMILIES) OF BAPTIST MEMORIAL HEALTH CARE SYSTEM. THESE BENEFITS ENABLE THE SYSTEM TO RETAIN QUALITY EMPLOYEES AND CARRY OUT ITS MISSION OF PROVIDING QUALITY HEALTH CARE TO THE COMMUNITY.

As filed on the 2023 return.

Listed in Part VII

  • Jason M Little

    TRUSTEE/PRESIDENT/CEO

    Total calculated
    $3,155,218
    From this org
    $0
    From related orgs
    $3,046,996
    Other
    $108,222
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,358,544 related
    Bonus
    $0 + $1,180,544 related
    Other
    $0 + $507,908 related
    Deferred
    $0 + $69,750 related
    Nontaxable benefits
    $0 + $38,472 related
    Filer's total
    $0 + $3,155,218 related

  • William A Griffin

    TRUSTEE/CFO (THRU 10/23)

    Total calculated
    $1,381,083
    From this org
    $0
    From related orgs
    $1,314,415
    Other
    $66,668
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $538,399 related
    Bonus
    $0 + $470,786 related
    Other
    $0 + $305,230 related
    Deferred
    $0 + $51,469 related
    Nontaxable benefits
    $0 + $15,199 related
    Filer's total
    $0 + $1,381,083 related

  • Gary C Anderson

    TRUSTEE/EXECUTIVE VP/COO

    Total calculated
    $1,300,745
    From this org
    $0
    From related orgs
    $1,212,139
    Other
    $88,606
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,484 related
    Bonus
    $0 + $402,810 related
    Other
    $0 + $208,845 related
    Deferred
    $0 + $64,875 related
    Nontaxable benefits
    $0 + $23,731 related
    Filer's total
    $0 + $1,300,745 related

  • Nancy Averwater

    TRUSTEE/VP/CHAIR

    Total calculated
    $886,059
    From this org
    $0
    From related orgs
    $786,790
    Other
    $99,269
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,374 related
    Bonus
    $0 + $284,159 related
    Other
    $0 + $110,257 related
    Deferred
    $0 + $68,881 related
    Nontaxable benefits
    $0 + $30,388 related
    Filer's total
    $0 + $886,059 related

  • Kimberly O Young

    TRUSTEE/CFO (AS OF 11/23)

    Total calculated
    $620,481
    From this org
    $0
    From related orgs
    $572,539
    Other
    $47,942
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $347,406 related
    Bonus
    $0 + $163,868 related
    Other
    $0 + $61,265 related
    Deferred
    $0 + $41,250 related
    Nontaxable benefits
    $0 + $6,692 related
    Filer's total
    $0 + $620,481 related

  • Pamela Robinson

    TRUSTEE

    Total calculated
    $231,509
    From this org
    $0
    From related orgs
    $172,974
    Other
    $58,535
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,930 related
    Bonus
    $0 + $9,641 related
    Other
    $0 + $4,403 related
    Deferred
    $0 + $31,935 related
    Nontaxable benefits
    $0 + $26,600 related
    Filer's total
    $0 + $231,509 related

  • Paul D Depriest MD

    FORMER EXECUTIVE VP/COO

    Total calculated
    $2,156,966
    From this org
    $0
    From related orgs
    $2,071,866
    Other
    $85,100
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $697,674 related
    Bonus
    $0 + $623,433 related
    Other
    $0 + $750,759 related
    Deferred
    $0 + $66,404 related
    Nontaxable benefits
    $0 + $18,696 related
    Filer's total
    $0 + $2,156,966 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

The filer's explanations (Part III)

PART I, LINE 3:
BAPTIST MEMORIAL HEALTH CARE CORPORATION, A RELATED ORGANIZATION OF BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH AND WELFARE TRUST, 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 - $397,792 WILLIAM A. GRIFFIN - $218,984 NANCY AVERWATER - $41,182 GARY C. ANDERSON - $79,907 PAUL D. DEPRIEST, MD - $617,067

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.

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 - DESOTO SURGERY CENTER LP

    AMBULATORY SURGERY · MS · general or managing partner

  • BAPTIST - EMSC LP

    AMBULATORY SURGERY · TN · general or managing partner

  • BAPTIST - UT INSTITUTE FOR ACADEMIC EXCELLENCE LLC

    MEDICAL MANAGEMENT · TN · general or managing partner

  • BAPTIST-GERMANTOWN SURGERY CENTER LLC

    AMBULATORY SURGERY · TN · general or managing partner

  • BAPTIST MEMORIAL REHABILITATION HOSPITAL GP

    REHABILITATION SERVICES · TN · general or managing partner

  • BAPTIST MEMORIAL REHABILITATION HOSPITAL - MADISON LLC

    REHABILITATION SERVICES · MS · general or managing partner

  • BMH NORTH MISSISSIPPI IMAGING SERVICES LLC

    DIAGNOSTIC SERVICES · MS

  • BAPTIST AND PHYSICIANS' OUTPATIENT SURGERY CENTER OF N MISSISSIPPI LP

    AMBULATORY SURGERY · MS · general or managing partner

  • BAPTIST STERN CARDIOVASCULAR CO-MANAGEMENT LLC

    MEDICAL MANAGEMENT · TN · general or managing partner

  • BMHSIAEL MICROBIOLOGY LABORATORY GP

    LABORATORY SERVICES · TX · general or managing partner

  • BRAIN AND SPINE NETWORK BAPTIST SEMMES-MURPHEY LLC

    MEDICAL MANAGEMENT · TN · general or managing partner

  • EAST MEMPHIS UROLOGY CENTER LP

    AMBULATORY UROLOGICAL SERVICES · TN · general or managing partner

  • MADISON HEALTHPLEX PERFORMANCE TRAINING CENTER LLC

    FITNESS CENTER · MS · general or managing partner

  • MAIN STREET FAMILY MEDICAL LLC

    MEDICAL SERVICES · MS · general or managing partner

  • MAYS & SCHNAPP PAIN CLINIC

    PAIN MANAGEMENT SERVICES · TN · general or managing partner

  • MEDICAL ALTERNATIVES

    PROVIDE HOME INFUSION PRODUCTS AND SERVICES TO PATIENTS · TN · general or managing partner

  • MID-SOUTH IMAGING CENTER LLC

    DIAGNOSTIC SERVICES · MS · general or managing partner

  • WEST TENNESSEE IMAGING LLC

    MEDICAL SERVICES · TN

Related corporations and trusts

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

  • BAPTIST HEALTH SERVICES GROUP OF THE MID-SOUTH INC

    C · HEALTH INSURANCE CONTRACTING · TN · controlled entity

  • GERMANTOWN BUSINESS PARK OWNERS ASSOCIATION

    C · BOOKKEEPING & DATA PROCESSING GERMANTOWN BUS. PARK · TN · controlled entity

  • HEALTH TECH AFFILIATES INC

    C · BUYING & LEASING REAL & PERSONAL PROPERTY · TN · controlled entity

  • MISSISSIPPI BAPTIST MEDICAL ENTERPRISES INC AND SUBS

    C · INVESTMENTS · MS · controlled entity

  • SOUTHCREST PROPERTY OWNERS ASSOCIATION INC

    C · BOOKKEEPING & DATA PROCESSING FOR THE SOUTHCREST DEVELOPMENT · MS · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202502269349300635

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