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Nonprofiteer
← BAYCARE SELECT HEALTH PLANS INC

Form 990 for tax year 2024

Filed by BAYCARE SELECT HEALTH PLANS INC.

Totals

Total revenue
$161,646,410
Total expenses
$174,498,515
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$158,605,785
Investment income
$3,040,625
Other revenue
$0
Total assets, end of year
$59,869,454
Total liabilities, end of year
$17,565,060
Net assets or fund balances, end of year
$42,304,394
Program services expenses (Part IX)
$157,024,958
Management and general expenses
$17,473,557
Fundraising expenses
$0
Program service expenses (Part III)
$157,024,958

Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDY BURWELL

    TRUSTEE/SECRETARY (eff April 2024)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ROBERT MCGIVNEY

    TRUSTEE/SECRETARY (until April 2024)

    Total calculated
    $0
    Hours/week
    1

  • DAVID HILLIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE CONNERS

    TRUSTEE/PRESIDENT & CEO BAYCARE

    Total calculated
    $3,027,169
    From this org
    $0
    From related orgs
    $2,488,756
    Other
    $538,413
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,989,277 related
    Bonus
    $0 + $452,177 related
    Other
    $0 + $47,302 related
    Deferred
    $0 + $521,229 related
    Nontaxable benefits
    $0 + $17,184 related
    Filer's total
    $0 + $3,027,169 related

  • VICTOR KRAUZE

    TRUSTEE/CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JANICE POLO

    TREASURER/EVP, CFO BAYCARE

    Total calculated
    $2,243,156
    From this org
    $0
    From related orgs
    $2,117,618
    Other
    $125,538
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,134,053 related
    Bonus
    $0 + $555,372 related
    Other
    $0 + $428,193 related
    Deferred
    $0 + $77,625 related
    Nontaxable benefits
    $0 + $47,913 related
    Filer's total
    $0 + $2,243,156 related

  • MELISA SHAWN ARMSTRONG

    PRESIDENT & VP COO VALUE BASED CARE

    Total calculated
    $669,215
    From this org
    $0
    From related orgs
    $581,262
    Other
    $87,953
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $430,211 related
    Bonus
    $0 + $123,848 related
    Other
    $0 + $27,203 related
    Deferred
    $0 + $46,903 related
    Nontaxable benefits
    $0 + $41,050 related
    Filer's total
    $0 + $669,215 related

  • JACQUELYN CAWLEY

    Former VP & CMO

    Total calculated
    $192,594
    From this org
    $0
    From related orgs
    $192,594
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $192,594 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $192,594 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
  • 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
The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish compensation of the top management official of the filing organization.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Stephanie Conners - Participated in a supplemental nonqualified deferred compensation plan. She had $502,428 of nonvested benefits accrue in 2024. This amount is included in Part II (C) Retirement and other deferred compensation. Melisa Shawn Armstrong - Participated in a supplemental nonqualified deferred compensation plan. She had $30,458 of nonvested benefits accrue during 2024. This amount is included in Part II (C) Retirement and other deferred compensation. Janice Polo - Participated in a supplemental nonqualified deferred compensation plan. She had $388,693 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $152,951 in 2024. Jacquelyn Cawley - Participated in a supplemental nonqualified deferred compensation plan. She had $192,594 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $192,594 in 2024.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202533169349309223

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