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← BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY

Form 990 for tax year 2023

Filed by BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY.

Totals

Total revenue
$1,189,627
Total expenses
$771,726
Contributions and grants received
$970,239
Grants paid
$737,537
Program service revenue
$0
Investment income
$342,423
Other revenue
-$123,035
Total assets, end of year
$13,929,838
Total liabilities, end of year
$10,597
Net assets or fund balances, end of year
$13,919,241
Program services expenses (Part IX)
$737,537
Management and general expenses
$1,683
Fundraising expenses
$32,506
Program service expenses (Part III)
$737,537

Program services were 95.6% 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.

  • 1c · Fundraising events

    $225,347

  • 1e · Government grants (contributions)

    $76,250

  • 1f · All other contributions, gifts and grants

    $668,642

  • 3 · Investment income

    total $309,879 · excluded $309,879

  • 6a · Gross rents

    real property $537,312

  • 6b · Less rental expenses

    real property $592,894

  • 6c · Rental income or loss

    real property -$55,582

  • 6d · Net rental income or loss

    total -$55,582 · excluded -$55,582

  • 7a · Gross sales of assets other than inventory

    securities $1,586,563

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

    securities $1,554,019

  • 7c · Gain or loss

    securities $32,544

  • 7d · Net gain or loss

    total $32,544 · excluded $32,544

  • 8a · Fundraising events: gross income

    $55,240

  • 8a · Fundraising events: contributions included on line 1c

    $225,347

  • 8b · Fundraising events: direct expenses

    $122,693

  • 8c · Net income from fundraising events

    total -$67,453 · excluded -$67,453

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $581,058 · program services $581,058

  • 2 · Grants to domestic individuals

    total $156,479 · program services $156,479

  • 11f · Fees: investment management

    total $5,980 · management and general $598 · fundraising $5,382

  • 17 · Travel

    total $55 · management and general $6 · fundraising $49

  • 24a · Other expenses: FUNDRAISING EXPENSES

    total $17,362 · fundraising $17,362

  • 24b · Other expenses: TAXES AND LICENSES

    total $8,103 · management and general $810 · fundraising $7,293

  • 24c · Other expenses: BANK FEES

    total $2,471 · management and general $247 · fundraising $2,224

  • 24d · Other expenses: OTHER PURCHASES

    total $218 · management and general $22 · fundraising $196

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $45

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

    $6,755,643

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

    $3,947,926

  • 10c · Land, buildings and equipment, net

    beginning of year $3,021,866 · end of year $2,807,717

  • 11 · Investments: publicly traded securities

    beginning of year $9,835,918 · end of year $11,404,231

  • 15 · Other assets

    beginning of year $805,773 · end of year -$282,155

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,292 · end of year $10,597

  • 27 · Net assets without donor restrictions

    beginning of year $1,703,503 · end of year $1,545,398

  • 28 · Net assets with donor restrictions

    beginning of year $11,942,762 · end of year $12,373,843

Mission and programs · 2023

Mission

BAPTIST HEALTH CARE FOUNDATION DEVELOPS FINANCIAL RESOURCES TO SUPPORT BAPTIST HEALTH'S MINISTRY IN PROVIDING THE BEST QUALITY HEALTHCARE SERVICES AND PROGRAMS TO THE PEOPLE OF CENTRAL ALABAMA.

  • THE NEONATAL INTENSIVE CARE UNIT PROJECT PROVIDED CAPITAL FOR THE EXPANSION OF THE NICU AT BAPTIST SOUTH. PURCHASES INCLUDED A NXTGEN TRANSPORT INCUBATOR, ULTRASOUND EQUIPMENT, TWO EEG'S AND OTHER ITEMS.

    Expenses $285,792 · Grants $285,792

  • THE TEAM MEMBER EMERGENCY ASSISTANCE FUND EXISTS TO SUPPORT BAPTIST HEALTH TEAM MEMBERS WITH EMERGENCY ASSISTANCE FOR FOOD, HOUSING, UTILITIES AND MEDICAL EXPENSES.

    Expenses $173,869 · Grants $173,869

  • THE SCHOLARSHIP PROGRAM SUPPORTS BAPTIST HEALTH TEAM MEMBERS, THEIR FAMILIES AND THE GENERAL PUBLIC WITH SCHOLARSHIPS FOR HIGHER EDUCATION. SCHOLARSHIPS ARE AWARDED IN THE AREAS OF ALLIED HEALTH, NURSING, MEDICINE AND OTHER GENERAL FIELDS OF STUDY.

    Expenses $156,479 · Grants $156,479

  • PROVIDE OPERATING/CAPITAL GRANTS TO BAPTIST HEALTH ENTITIES.EXAMPLES ARE GRANTS TO THE NEONATAL UNIT, HOSPICE FUND, AND PATIENT ASSISTANCE PROGRAM. THE FOUNDATION FURTHERS THE TAX EXEMPT PURPOSE OF BAPTIST HEALTH.

    Expenses $121,397 · Grants $121,397

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LAURA CURTIS

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • SAMARRIA DUNSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • DELBERT MADISON

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • ALEX BUMPERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KEMBA CHAMBERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CRAIG CLEMENT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CASSANDRA CROSBY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT BIRMINGHAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CHRIS ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LANE EASTERLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KRISTEN GILLIS ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DOTTIE KENADY BLAIR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ED REIFENBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JIM SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • HARVEY STARLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TONDA WEST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ANGELA CROSBY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DANIEL GRIER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GAGE LEQUIRE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RUSS TYNER

    PRESIDENT/CEO

    Total calculated
    $1,449,119
    From this org
    $0
    From related orgs
    $1,362,922
    Other
    $86,197
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $803,358 related
    Bonus
    $0 + $320,861 related
    Other
    $0 + $238,703 related
    Deferred
    $0 + $66,000 related
    Nontaxable benefits
    $0 + $20,197 related
    Filer's total
    $0 + $1,449,119 related

  • CHRISTINE BRUTON

    CFO

    Total calculated
    $751,976
    From this org
    $0
    From related orgs
    $730,969
    Other
    $21,007
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,156 related
    Bonus
    $0 + $150,330 related
    Other
    $0 + $98,483 related
    Deferred
    $0 + $8,700 related
    Nontaxable benefits
    $0 + $12,307 related
    Filer's total
    $0 + $751,976 related

  • TOMMY MCKINNON

    EXECUTIVE DIRECTOR

    Total calculated
    $345,717
    From this org
    $0
    From related orgs
    $324,710
    Other
    $21,007
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,390 related
    Bonus
    $0 + $59,229 related
    Other
    $0 + $19,091 related
    Deferred
    $0 + $8,700 related
    Nontaxable benefits
    $0 + $12,307 related
    Filer's total
    $0 + $345,717 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
THE HEALTHCARE AUTHORITY FOR BAPITIST HEALTH, A RELATED ORGANIZATION, USES A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL OF THE BOARD TO ESTABLISH COMPENSATION OF THE CEO.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443209349317169

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