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Nonprofiteer
← BAPTIST HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by BAPTIST HEALTH SYSTEM INC.

Totals

Total revenue
$299,438,227
Total expenses
$451,106,559
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$451,106,559
Investment income
-$151,668,332
Other revenue
$0
Total assets, end of year
$750,347,242
Total liabilities, end of year
$264,648,903
Net assets or fund balances, end of year
$485,698,339
Program services expenses (Part IX)
$380,015,551
Management and general expenses
$71,091,008
Fundraising expenses
$0
Program service expenses (Part III)
$380,015,551

Program services were 84.2% 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

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Health Admin. & Support Services to health system, Net

    total $451,084,861 · related or exempt $451,084,861 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: CPR Training

    total $20,858 · related or exempt $20,858 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Biometric Screenings

    total $840 · related or exempt $840 · unrelated business $0 · excluded $0

  • 2d · Program service revenue

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

  • 2e · Program service revenue

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

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

    total -$151,668,332 · related or exempt $0 · unrelated business $0 · excluded -$151,668,332

  • 5 · Royalties

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

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $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

    securities $0 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

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

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

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

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

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

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

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

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 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 $13,790,098 · program services $6,895,049 · management and general $6,895,049

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $173,754,347 · program services $145,953,651 · management and general $27,800,696 · fundraising $0

  • 8 · Pension plan contributions

    total $9,949,010 · program services $8,357,168 · management and general $1,591,842 · fundraising $0

  • 9 · Other employee benefits

    total $47,458,201 · program services $39,864,889 · management and general $7,593,312 · fundraising $0

  • 10 · Payroll taxes

    total $15,666,310 · program services $13,159,700 · management and general $2,506,610 · fundraising $0

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $1,497,090 · program services $748,545 · management and general $748,545 · fundraising $0

  • 11c · Fees: accounting

    total $547,808 · program services $273,904 · management and general $273,904 · fundraising $0

  • 11d · Fees: lobbying

    total $79,518 · program services $0 · management and general $79,518 · fundraising $0

  • 11g · Fees: other

    total $34,228,293 · program services $26,013,503 · management and general $8,214,790 · fundraising $0

  • 12 · Advertising and promotion

    total $2,812,602 · program services $2,531,342 · management and general $281,260 · fundraising $0

  • 13 · Office expenses

    total $41,079,693 · program services $36,971,724 · management and general $4,107,969 · fundraising $0

  • 14 · Information technology

    total $61,623,472 · program services $55,461,125 · management and general $6,162,347 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $9,545,771 · program services $8,591,194 · management and general $954,577 · fundraising $0

  • 17 · Travel

    total $1,372,671 · program services $1,235,404 · management and general $137,267 · 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 $2,049,792 · program services $1,844,813 · management and general $204,979 · fundraising $0

  • 20 · Interest

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

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $31,203,971 · program services $28,083,574 · management and general $3,120,397 · fundraising $0

  • 23 · Insurance

    total $166,121 · program services $149,509 · management and general $16,612 · fundraising $0

  • 24a · Other expenses: Hospital/Medical Supplies

    total $1,963,562 · program services $1,963,562 · management and general $0 · fundraising $0

  • 24b · Other expenses: Dues & Memberships

    total $1,352,032 · program services $1,216,829 · management and general $135,203 · fundraising $0

  • 24c · Other expenses: Taxes

    total $491,662 · program services $245,831 · management and general $245,831 · fundraising $0

  • 24d · Other expenses: Patient Transportation

    total $271,532 · program services $271,532 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $203,003 · program services $182,703 · management and general $20,300 · fundraising $0

  • 26 · Joint costs (an allocation of the lines above)

    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 $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $278,787,609 · end of year $306,679,411

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,550,034 · end of year $4,736,699

  • 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 $209,186 · end of year $101,926

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,319,618 · end of year $22,317,533

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

    $201,589,198

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

    $116,458,609

  • 10c · Land, buildings and equipment, net

    beginning of year $75,770,927 · end of year $85,130,589

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $181,540,329 · end of year $168,343,441

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $58,426,140 · end of year $163,037,643

  • 17 · Accounts payable and accrued expenses

    beginning of year $68,432,138 · end of year $58,241,253

  • 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 $180,397,648 · end of year $206,407,650

  • 27 · Net assets without donor restrictions

    beginning of year $365,698,416 · end of year $485,622,698

  • 28 · Net assets with donor restrictions

    beginning of year $75,641 · end of year $75,641

  • 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 Health System, Inc. (BHS, Inc. or the Parent) is a tax-exempt parent holding company located in Jacksonville, Florida, whose primary purpose is to direct the affairs of a multi-entity health care system (BHS), which includes the following subsidiaries: (1) Southern Baptist Hospital of Florida, Inc. (SBHF) - a tax-exempt organization that operates three acute care hospitals, Baptist Medical Center - Jacksonville (BMCJ), Baptist Medical Center - South (BMCS), and Baptist Medical Center - Clay (BMCC); one children's hospital, Wolfson Children's Hospital (WCH); and four emergency care centers, Baptist Emergency Center Town Center (BMTC), Baptist Emergency Center North (BECN), Baptist Emergency Center Oakleaf (BECO), and Baptist Emergency Center St. Augustine (BESA). The four hospitals have 513, 357, 102, and 257 licensed beds, respectively. (2) Baptist Medical Center of the Beaches, Inc. (BMCB) - a tax-exempt, 146-bed acute care hospital. (3) Baptist Medical Center of Nassau, Inc. (BMCN) - a tax-exempt, 62-bed acute care hospital. (4) Baptist Health Properties, Inc. (BHP) - a tax-exempt real estate holding company. (5) Baptist Health Ambulatory Services, Inc. (ASI) - a tax-exempt entity that engages in healthcare research activities. (6) Pavilion Health Services, Inc. (PHS) - a taxable entity that provides various health care and related support services such as home infusion services, ambulatory care services, and primary care services. (7) Baptist Physician Partners, LLC (BPP) - is a non-taxable, disregarded entity whose sole member is Baptist Health System, Inc., a tax-exempt parent organization. BPP operates a clinically-integrated network intended to achieve improvements in healthcare quality and efficiency in the Northeast Florida community. (8) Baptist Health System Foundation, Inc. (BHSF) - a public foundation with the primary purpose of raising funds to support the activities of the tax-exempt members of BHS.

    Expenses $380,015,551 · Revenue $451,106,559

As filed on the 2023 return.

Listed in Part VII

  • Asghar A Syed Esq

    Treasurer through 03.27.24/Secretary

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Cleve Warren

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Deborah Pass Durham

    Vice Chair through 03.27.24/Chair

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Joe Louis Barrow Jr

    Chair through 03.27.24

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Kristi Garside

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Clint Drawdy

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Craig Shapiro MD

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Diane Raines

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Ilene Levenson MD

    Director

    Total calculated
    $107,561
    From this org
    $0
    From related orgs
    $104,702
    Other
    $2,859
    Hours/week
    0.1 + 39.9 related

  • John K Anderson Jr

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Kyle Etzkorn MD

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Michael Erhard MD

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Michael Grebe

    Director through 03.27.24

    Total calculated
    $0
    Hours/week
    0.1

  • Michael K Diaz

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • Pamela Chally RNPhD

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • Rachel Tutwiler-Fortune

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • Rev Kyle T Reese

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • Aaron Miri

    SVP/CDIO

    Total calculated
    $851,286
    From this org
    $751,563
    From related orgs
    $0
    Other
    $99,723
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $462,354
    Bonus
    $171,357
    Other
    $117,852
    Deferred
    $76,951
    Nontaxable benefits
    $22,772
    Filer's total
    $851,286

  • Andrea Eklund

    SVP/CCO

    Total calculated
    $98,462
    From this org
    $98,462
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Bridget Johnson

    Interim Privacy Officer through 01.22.24

    Total calculated
    $236,317
    From this org
    $206,950
    From related orgs
    $0
    Other
    $29,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,394
    Bonus
    $37,531
    Other
    $25
    Deferred
    $15,568
    Nontaxable benefits
    $13,799
    Filer's total
    $236,317

  • Ellen Light

    Interim CCO through 11.07.23

    Total calculated
    $377,331
    From this org
    $335,000
    From related orgs
    $0
    Other
    $42,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,933
    Bonus
    $65,181
    Other
    $26,886
    Deferred
    $20,864
    Nontaxable benefits
    $21,467
    Filer's total
    $377,331

  • G Scott Baity Esq

    SVP/Gen. Counsel/CLO/Asst. Sec.

    Total calculated
    $1,052,314
    From this org
    $918,506
    From related orgs
    $0
    Other
    $133,808
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $566,725
    Bonus
    $212,481
    Other
    $139,300
    Deferred
    $120,024
    Nontaxable benefits
    $13,784
    Filer's total
    $1,052,314

  • Kathleen M McCann

    SVP & CHRO

    Total calculated
    $739,049
    From this org
    $653,772
    From related orgs
    $0
    Other
    $85,277
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $452,940
    Bonus
    $167,550
    Other
    $33,282
    Deferred
    $71,585
    Nontaxable benefits
    $13,692
    Filer's total
    $739,049

  • Keith A Tickell

    SVP/CFO/Asst. Treasurer

    Total calculated
    $1,178,603
    From this org
    $1,145,114
    From related orgs
    $0
    Other
    $33,489
    Hours/week
    37.6 + 2.4 related

    Schedule J breakdown matched by us

    Base
    $738,276
    Bonus
    $271,777
    Other
    $135,061
    Deferred
    $15,675
    Nontaxable benefits
    $17,814
    Filer's total
    $1,178,603

  • Kimberly Jones

    SVP & CPO

    Total calculated
    $475,714
    From this org
    $0
    From related orgs
    $424,336
    Other
    $51,378
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,257 related
    Bonus
    $0 + $109,807 related
    Other
    $0 + $18,272 related
    Deferred
    $0 + $28,656 related
    Nontaxable benefits
    $0 + $22,722 related
    Filer's total
    $0 + $475,714 related

  • Matthew A Zuino

    EVP/COO

    Total calculated
    $1,577,184
    From this org
    $1,423,109
    From related orgs
    $0
    Other
    $154,075
    Hours/week
    37.7 + 2.3 related

    Schedule J breakdown matched by us

    Base
    $865,641
    Bonus
    $373,560
    Other
    $183,908
    Deferred
    $129,527
    Nontaxable benefits
    $24,548
    Filer's total
    $1,577,184

  • Melanie J Husk

    SVP/CCO

    Total calculated
    $684,496
    From this org
    $643,126
    From related orgs
    $0
    Other
    $41,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $422,667
    Bonus
    $154,608
    Other
    $65,851
    Deferred
    $22,275
    Nontaxable benefits
    $19,095
    Filer's total
    $684,496

  • Michael A Mayo DHA

    President/CEO

    Total calculated
    $2,456,417
    From this org
    $2,400,699
    From related orgs
    $0
    Other
    $55,718
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $1,239,294
    Bonus
    $844,798
    Other
    $316,607
    Deferred
    $18,975
    Nontaxable benefits
    $36,743
    Filer's total
    $2,456,417

  • T Scott Finnegan

    SVP/CTO

    Total calculated
    $803,496
    From this org
    $677,810
    From related orgs
    $0
    Other
    $125,686
    Hours/week
    37.7 + 2.3 related

    Schedule J breakdown matched by us

    Base
    $359,938
    Bonus
    $111,997
    Other
    $205,875
    Deferred
    $111,729
    Nontaxable benefits
    $13,957
    Filer's total
    $803,496

  • Tammy Daniel

    SVP/CNO

    Total calculated
    $1,013,652
    From this org
    $888,124
    From related orgs
    $0
    Other
    $125,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $448,224
    Bonus
    $165,647
    Other
    $274,253
    Deferred
    $111,131
    Nontaxable benefits
    $14,397
    Filer's total
    $1,013,652

  • Timothy Groover MD

    SVP & System CMO

    Total calculated
    $1,297,706
    From this org
    $1,130,107
    From related orgs
    $0
    Other
    $167,599
    Hours/week
    39.4 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $647,553
    Bonus
    $237,634
    Other
    $244,920
    Deferred
    $142,230
    Nontaxable benefits
    $25,369
    Filer's total
    $1,297,706

  • Tonia L Teumer

    VP/CCO

    Total calculated
    $195,291
    From this org
    $188,900
    From related orgs
    $0
    Other
    $6,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,355
    Bonus
    $0
    Other
    $57,545
    Deferred
    $5,222
    Nontaxable benefits
    $1,169
    Filer's total
    $195,291

  • Catherine A Graham

    SVP, Clin Svc Ln & Amb Bus Dev

    Total calculated
    $528,505
    From this org
    $475,522
    From related orgs
    $0
    Other
    $52,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,182
    Bonus
    $88,975
    Other
    $98,365
    Deferred
    $36,973
    Nontaxable benefits
    $16,010
    Filer's total
    $528,505

  • E Lanier Drew

    Counsel, Deputy General

    Total calculated
    $550,297
    From this org
    $479,139
    From related orgs
    $0
    Other
    $71,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,907
    Bonus
    $74,890
    Other
    $103,342
    Deferred
    $46,055
    Nontaxable benefits
    $25,103
    Filer's total
    $550,297

  • Philip E Boyce

    SVP & Chief Revenue Officer

    Total calculated
    $746,249
    From this org
    $722,647
    From related orgs
    $0
    Other
    $23,602
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $406,623
    Bonus
    $200,161
    Other
    $115,863
    Deferred
    $5,775
    Nontaxable benefits
    $17,827
    Filer's total
    $746,249

  • Stacey Johnston

    Chief Applications Officer

    Total calculated
    $627,141
    From this org
    $561,403
    From related orgs
    $0
    Other
    $65,738
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $389,854
    Bonus
    $96,612
    Other
    $74,937
    Deferred
    $42,848
    Nontaxable benefits
    $22,890
    Filer's total
    $627,141

  • Tamer Hassan

    Physician Advisor

    Total calculated
    $506,064
    From this org
    $469,297
    From related orgs
    $0
    Other
    $36,767
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $418,552
    Bonus
    $42,675
    Other
    $8,070
    Deferred
    $15,675
    Nontaxable benefits
    $21,092
    Filer's total
    $506,064

  • Brett S McClung

    Former CEO (As of 05.01.21)

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

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $125,000
    Other
    $387,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $512,000

  • Elizabeth R Ransom MD

    Former EVP/CPE (As of 10.18.21)

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

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $105,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $105,000

  • Scott M Wooten

    Former EVP/CFO/Asst. Treasurer (As of 12.28.21)

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

    Schedule J breakdown matched by us

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

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4a Severance or change-of-control payment
The following individuals received severance payments during calendar year 2023: Brett McClung $387,000, Elizabeth Ransom $105,000, and Scott Wooten $800,000. 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) 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: Deborah Abram $26,601, G. Scott Baity $83,700, Tammy Daniel $88,856, T. Scott Finnegan $70,350, Timothy Groover M.D. $126,555, Stacey Johnston $27,173, Kimberly Jones $19,140, Kathleen McCann $58,385, Aaron Miri $63,751, 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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Baptist Physician Partners LLC

    Provide medical and healthcare services to the community. · FL · income $9,205,000 · assets $11,792,000

    Directly controlled by The sole authorized member of the organization is Baptist Health System Inc

  • BAPTIST PHYSICIAN PARTNERS ACO LLC

    PROVIDE MEDICAL AND HEALTHCARE SERVICES TO THE COMMUNITY. · FL · income $0 · assets $0

    Directly controlled by BAPTIST PHYSICIAN PARTNERS LLC

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.

  • PAVILION HEALTH SERVICES INC

    C Corporation · PHYSICIAN PRACTICES · FL · 100% owned · share of income -$151,467,712 · share of assets $491,538,675 · controlled entity

    Directly controlled by BAPTIST HEALTH SYSTEM INC

  • Baptist Specialty Physicians Inc

    C Corporation · Physician Practices · FL

    Directly controlled by Southern Baptist Hospital of Florida Inc

Provenance

Return type
form_990
Tax year
2023
Filed
11 August 2025
IRS schema version
2023v6.0
Source object
202522239349300422

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