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Nonprofiteer
← SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC

Form 990 for tax year 2022

Filed by SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC.

Totals

Total revenue
$2,223,577,966
Total expenses
$1,921,887,868
Contributions and grants received
$12,002,197
Grants paid
$19,003,345
Program service revenue
$2,113,136,589
Investment income
$97,702,723
Other revenue
$736,457
Total assets, end of year
$4,120,484,513
Total liabilities, end of year
$1,561,379,067
Net assets or fund balances, end of year
$2,559,105,446
Program services expenses (Part IX)
$1,622,709,925
Management and general expenses
$299,177,943
Fundraising expenses
$0
Program service expenses (Part III)
$1,622,709,925

Program services were 84.4% 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.

  • 1d · Related organizations

    $11,198,341

  • 1e · Government grants (contributions)

    $759,227

  • 1f · All other contributions, gifts and grants

    $44,629

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Patient Service Revenues, Net

    total $2,076,859,205 · related or exempt $2,076,859,205 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Hospital Cafeteria

    total $10,157,872 · related or exempt $10,157,872 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Hospital Program Revenue

    total $25,655,761 · related or exempt $25,655,761 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Rental Revenue

    total $408,694 · related or exempt $408,694 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: Seminar Revenue

    total $31,985 · related or exempt $31,985 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $23,072 · related or exempt $23,072 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $97,114,585 · related or exempt $0 · unrelated business $0 · excluded $97,114,585

  • 6a · Gross rents

    real property $1,107,659

  • 6b · Less rental expenses

    real property $729,308

  • 6c · Rental income or loss

    real property $378,351 · personal property $0

  • 6d · Net rental income or loss

    total $378,351 · related or exempt $0 · unrelated business $469,147 · excluded -$90,796

  • 7a · Gross sales of assets other than inventory

    other assets $870,974

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

    other assets $282,836

  • 7c · Gain or loss

    securities $0 · other assets $588,138

  • 7d · Net gain or loss

    total $588,138 · related or exempt $0 · unrelated business $0 · excluded $588,138

  • 11a · Other revenue: Reference lab revenues

    total $336,802 · related or exempt $0 · unrelated business $336,802 · excluded $0

  • 11b · Other revenue: Miscellaneous Revenue

    total $21,304 · related or exempt $21,304 · unrelated business $0 · excluded $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $358,106

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,976,795 · program services $18,976,795

  • 2 · Grants to domestic individuals

    total $26,550 · program services $26,550

  • 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 $1,401,404 · program services $700,702 · management and general $700,702 · fundraising $0

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $704,483,689 · program services $591,766,299 · management and general $112,717,390 · fundraising $0

  • 8 · Pension plan contributions

    total $26,944,244 · program services $22,633,165 · management and general $4,311,079 · fundraising $0

  • 9 · Other employee benefits

    total $128,655,406 · program services $108,070,541 · management and general $20,584,865 · fundraising $0

  • 10 · Payroll taxes

    total $50,141,154 · program services $42,118,569 · management and general $8,022,585 · fundraising $0

  • 11a · Fees: management

    total $6,996,187 · program services $4,967,293 · management and general $2,028,894 · fundraising $0

  • 11b · Fees: legal

    total $650,400 · program services $325,200 · management and general $325,200 · fundraising $0

  • 11c · Fees: accounting

    total $723,948 · program services $361,974 · management and general $361,974 · fundraising $0

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

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

  • 11g · Fees: other

    total $135,032,704 · program services $95,873,220 · management and general $39,159,484 · fundraising $0

  • 12 · Advertising and promotion

    total $413,948 · program services $293,903 · management and general $120,045 · fundraising $0

  • 13 · Office expenses

    total $90,060,918 · program services $63,943,252 · management and general $26,117,666 · fundraising $0

  • 14 · Information technology

    total $10,085,941 · program services $7,161,018 · management and general $2,924,923 · fundraising $0

  • 15 · Royalties

    total $253,741 · program services $180,156 · management and general $73,585 · fundraising $0

  • 16 · Occupancy

    total $38,166,217 · program services $27,098,014 · management and general $11,068,203 · fundraising $0

  • 17 · Travel

    total $837,541 · program services $594,654 · management and general $242,887 · 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 $999,607 · program services $709,721 · management and general $289,886 · fundraising $0

  • 20 · Interest

    total $43,823,647 · program services $31,114,789 · management and general $12,708,858 · fundraising $0

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $141,744,313 · program services $100,638,462 · management and general $41,105,851 · fundraising $0

  • 23 · Insurance

    total $22,222,639 · program services $15,778,074 · management and general $6,444,565 · fundraising $0

  • 24a · Other expenses: Hospital/Medical Supplies

    total $432,337,466 · program services $432,337,466 · management and general $0 · fundraising $0

  • 24b · Other expenses: Patient Transportation

    total $3,812,605 · program services $3,812,605 · management and general $0 · fundraising $0

  • 24c · Other expenses: Patient Reference Lab

    total $5,462,500 · program services $5,462,500 · management and general $0 · fundraising $0

  • 24d · Other expenses: AHCA & NICA ASSESSMENTS

    total $23,602,232 · program services $23,602,232 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $34,032,072 · program services $24,162,771 · management and general $9,869,301 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $76,776 · end of year $120,902

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $353,297,832 · end of year $337,721,784

  • 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 $31,201,124 · end of year $31,342,134

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,913,048 · end of year $15,992,699

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

    $2,721,024,458

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

    $1,359,884,713

  • 10c · Land, buildings and equipment, net

    beginning of year $1,326,700,386 · end of year $1,361,139,745

  • 11 · Investments: publicly traded securities

    beginning of year $1,544,177,978 · end of year $1,713,588,918

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $5,754,175 · end of year $5,754,175

  • 15 · Other assets

    beginning of year $551,924,715 · end of year $654,824,156

  • 17 · Accounts payable and accrued expenses

    beginning of year $462,099,440 · end of year $489,004,661

  • 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 $860,038,500 · end of year $930,244,077

  • 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 $150,949,641 · end of year $142,130,329

  • 27 · Net assets without donor restrictions

    beginning of year $2,165,613,004 · end of year $2,349,337,772

  • 28 · Net assets with donor restrictions

    beginning of year $191,345,449 · end of year $209,767,674

  • 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 · 2022

Mission

Continue the healing ministry of Christ by providing accessible, quality healthcare services at a reasonable cost in an atmosphere that fosters respect and compassion.

  • Southern Baptist Hospital of Florida, Inc. (SBHF) is a subsidiary of Baptist Health System, Inc. (Baptist Health), a tax-exempt parent company located in Jacksonville, Florida. SBHF is a tax-exempt organization that operates three acute care hospitals, Baptist Medical Center (Baptist Jacksonville), Baptist Medical Center South (Baptist South), and Baptist Medical Center Clay (Baptist Clay) and three emergency departments: Baptist Emergency Town Center, Baptist Emergency Center North, and Baptist Emergency Center Oakleaf. The three hospitals have 770, 357 and 102 licensed beds, respectively. Baptist Jacksonville is a full-service, magnet-designated tertiary care hospital representing nearly all major specialties. This flagship hospital is also home to the Baptist Heart Hospital, offering comprehensive, high-quality cardiovascular care, and Wolfson Children's Hospital (WCH), the only full-service tertiary hospital for children in the region, serving North Florida, South Georgia, and beyond. WCH is a pediatric trauma referral center and is recognized year after year as one of America's best children's hospitals by U.S. News & World Report. WCH serves as the main teaching facility for the University of Florida College of Medicine's Pediatric Residency Training Program. For fiscal year 2023, SBHF had 82,050 admissions accounting for 358,540 inpatient & observation days, 327,163 emergency room visits, and 43,188 surgeries. SBHF's primary focus is addressing unmet health needs, particularly among vulnerable populations who have limited health resources and access to health care. SBHF's community health efforts are guided by the community health committee, which is comprised of selected Baptist Health board members from across our health system. A cornerstone of SBHF's commitment to the community is caring for the health of vulnerable, uninsured and underserved people among us. During fiscal year 2023, SBHF provided the following uncompensated care and community benefit; (1) charity care - $34.8 million, (2) unreimbursed Medicaid costs - $40 million, (3) unreimbursed Medicare costs - $147.1 million, and (4) specific community programs - $24.4 million, for a total of $246.3 million of uncompensated care and community benefits. MD Anderson Cancer Center and Baptist Health have united to create Baptist MD Anderson Cancer Center. This partnership brings together MD Anderson's world-renowned cancer expertise and Baptist Health's comprehensive health system to create an unprecedented range of options for adult cancer patients in our region. The goal of the partnership is to provide the same high-level, multidisciplinary cancer care to patients in Northeast Florida that is available to MD Anderson patients in Houston. This includes all aspects along the continuum of cancer care -- patient care, research, education and prevention. The following are a subset of the awards and honors received by Baptist Health and/or the organizations entities: A rating for The Leapfrog Hospital Safety Grades for multiple consecutive seasons; recognition from the American College of Surgeons National Surgical Quality Improvement Program (ACS NSQIP) for commitment to continuous improvement in the quality of surgical care at Baptist Jacksonville and Baptist South; multiple awards from the American Heart Association including the Get With The Guidelines Stroke Gold Plus quality achievement award, Target: Type 2 Diabetes Honor Roll award and Target: Stroke Honor Roll Elite Plus and Advanced Therapy for Baptist Jacksonville; Lung Cancer Screening Center of Excellence from the American College of Radiology; LGBTQ+ Healthcare Equality Leader by the Healthcare Equality Index. Wolfson Children's Hospital is one of only four specialty-licensed Florida Specialty Hospitals for Children; recognized as a top hospital for children by The Leapfrog Group; the area's only Florida-designated Pediatric Trauma Center and an American College of Surgeons-verified as a Level I Pediatric Trauma Center; and also recognized year after year as among the 50 Best Children's Hospitals by U.S. News & World Report. All eligible hospitals within the Baptist Health system achieved their fourth consecutive Magnet Recognition from the American Nurses Credentialing Center (ANCC). Magnet is considered the gold standard among health care organizations that meet rigorous standards for quality patient care, nursing excellence and innovations in professional nursing practice. Many other awards and honors can be viewed at the organization's website https://www.baptistjax.com/about-us/awards.

    Expenses $1,622,709,925 · Grants $19,003,345 · Revenue $2,113,157,893

As filed on the 2022 return.

Listed in Part VII

  • Asghar A Syed

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Michael A Mayo DHA

    President

    Total calculated
    $1,507,935
    From this org
    $0
    From related orgs
    $1,457,401
    Other
    $50,534
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,178,835 related
    Bonus
    $0 + $217,401 related
    Other
    $0 + $61,165 related
    Deferred
    $0 + $17,538 related
    Nontaxable benefits
    $0 + $32,996 related
    Filer's total
    $0 + $1,507,935 related

  • Michael K Diaz

    Chair

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related

  • Rev Kyle T Reese

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Barbara G Jaffe

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Eric Mann

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Ken Babby

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Kyle Etzkorn MD

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Mark LaBorde

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Marsha Oliver

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Matthew A Zuino

    Director

    Total calculated
    $1,003,607
    From this org
    $0
    From related orgs
    $836,490
    Other
    $167,117
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $750,982 related
    Bonus
    $0 + $79,696 related
    Other
    $0 + $5,812 related
    Deferred
    $0 + $145,417 related
    Nontaxable benefits
    $0 + $21,700 related
    Filer's total
    $0 + $1,003,607 related

  • Pam Chally RNPhD

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • Rachel Tutwiler-Fortune

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Rosa Beckett

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • G Scott Baity Esq

    Asst. Secretary

    Total calculated
    $810,313
    From this org
    $0
    From related orgs
    $655,656
    Other
    $154,657
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $549,772 related
    Bonus
    $0 + $66,960 related
    Other
    $0 + $38,924 related
    Deferred
    $0 + $142,844 related
    Nontaxable benefits
    $0 + $11,813 related
    Filer's total
    $0 + $810,313 related

  • Keith A Tickell

    Asst. Treasurer

    Total calculated
    $727,724
    From this org
    $0
    From related orgs
    $698,129
    Other
    $29,595
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $637,865 related
    Bonus
    $0 + $60,239 related
    Other
    $0 + $25 related
    Deferred
    $0 + $14,488 related
    Nontaxable benefits
    $0 + $15,107 related
    Filer's total
    $0 + $727,724 related

  • Nicole Thomas

    SVP

    Total calculated
    $792,418
    From this org
    $648,431
    From related orgs
    $0
    Other
    $143,987
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $555,332
    Bonus
    $67,202
    Other
    $25,897
    Deferred
    $130,785
    Nontaxable benefits
    $13,202
    Filer's total
    $792,418

  • T Scott Finnegan

    Asst. Treasurer

    Total calculated
    $528,958
    From this org
    $0
    From related orgs
    $407,047
    Other
    $121,911
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,811 related
    Bonus
    $0 + $36,001 related
    Other
    $0 + $22,235 related
    Deferred
    $0 + $109,918 related
    Nontaxable benefits
    $0 + $11,993 related
    Filer's total
    $0 + $528,958 related

  • Darin Carl Roark

    Hospital President, CLA

    Total calculated
    $537,417
    From this org
    $430,170
    From related orgs
    $0
    Other
    $107,247
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,510
    Bonus
    $44,559
    Other
    $23,101
    Deferred
    $86,780
    Nontaxable benefits
    $20,467
    Filer's total
    $537,417

  • Jerry A Bridgham

    Med Dir, Physician Outreach

    Total calculated
    $554,580
    From this org
    $516,714
    From related orgs
    $0
    Other
    $37,866
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $406,910
    Bonus
    $100,731
    Other
    $9,073
    Deferred
    $20,588
    Nontaxable benefits
    $17,278
    Filer's total
    $554,580

  • Michael J De La Hunt

    Physician-Psychiatrist

    Total calculated
    $420,718
    From this org
    $404,413
    From related orgs
    $0
    Other
    $16,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $404,388
    Bonus
    $0
    Other
    $25
    Deferred
    $2,769
    Nontaxable benefits
    $13,536
    Filer's total
    $420,718

  • Savitha Puttaiah

    Psychiatrist - Inpatient

    Total calculated
    $451,737
    From this org
    $419,287
    From related orgs
    $0
    Other
    $32,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,139
    Bonus
    $95,123
    Other
    $25
    Deferred
    $12,200
    Nontaxable benefits
    $20,250
    Filer's total
    $451,737

  • Shariq Refai

    Physician-Psychiatrist

    Total calculated
    $427,945
    From this org
    $406,359
    From related orgs
    $0
    Other
    $21,586
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $320,858
    Bonus
    $84,696
    Other
    $805
    Deferred
    $14,488
    Nontaxable benefits
    $7,098
    Filer's total
    $427,945

  • Brett S McClung

    Former President/CEO (AS OF 05.01.21)

    Total calculated
    $1,267,141
    From this org
    $0
    From related orgs
    $1,267,141
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $1,118,000 related
    Bonus
    $0 + $125,000 related
    Other
    $0 + $24,141 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,267,141 related

  • Elizabeth R Ransom

    Former EVP/CPE

    Total calculated
    $789,065
    From this org
    $0
    From related orgs
    $789,065
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $780,000 related
    Bonus
    $0
    Other
    $0 + $9,065 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $789,065 related

  • Kyle M Dorsey

    Former Interim SVP (As of 01.03.22)

    Total calculated
    $518,714
    From this org
    $466,676
    From related orgs
    $0
    Other
    $52,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $417,027
    Bonus
    $49,512
    Other
    $137
    Deferred
    $45,869
    Nontaxable benefits
    $6,169
    Filer's total
    $518,714

  • Mary Ellen Schopp

    Former SVP/CHRO

    Total calculated
    $513,576
    From this org
    $0
    From related orgs
    $513,576
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $499,162 related
    Bonus
    $0
    Other
    $0 + $14,414 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $513,576 related

  • Melanie J Husk

    Former SVP/CCO

    Total calculated
    $575,159
    From this org
    $0
    From related orgs
    $537,904
    Other
    $37,255
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,154 related
    Bonus
    $0 + $99,999 related
    Other
    $0 + $34,751 related
    Deferred
    $0 + $20,588 related
    Nontaxable benefits
    $0 + $16,667 related
    Filer's total
    $0 + $575,159 related

  • Michael A Aubin

    Former SVP (As of 07.08.21)

    Total calculated
    $1,261,294
    From this org
    $1,227,560
    From related orgs
    $0
    Other
    $33,734
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $487,809
    Bonus
    $665,756
    Other
    $73,995
    Deferred
    $17,538
    Nontaxable benefits
    $16,196
    Filer's total
    $1,261,294

  • Scott M Wooten

    Former Asst. Treasurer (As of 12.28.21)

    Total calculated
    $3,559,074
    From this org
    $0
    From related orgs
    $3,556,910
    Other
    $2,164
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $800,065 related
    Bonus
    $0 + $103,047 related
    Other
    $0 + $2,653,798 related
    Deferred
    $0 + $1,793 related
    Nontaxable benefits
    $0 + $371 related
    Filer's total
    $0 + $3,559,074 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

  • 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 3 Arrangement used to establish the top management official's compensation
IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION POLICY OF BAPTIST HEALTH SYSTEM, INC. (BHS), THE ORGANIZATION'S SOLE MEMBER, THE LEADERSHIP & COMPENSATION COMMITTEE (THE COMMITTEE) OF BHS (MADE UP OF INDEPENDENT DIRECTORS OF BHS) ANNUALLY ENGAGES A THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT WHO PROVIDES COMPARABLES FOR EXECUTIVE COMPENSATION BASED ON CURRENT DATA REGARDING COMPENSATION PAID TO SIMILAR EXECUTIVES AT SIMILARLY-SITUATED TAX EXEMPT HEALTH SYSTEMS IN THE U.S. SUCH CONSULTANT USES THESE COMPARABLE HEALTH SYSTEMS , WHICH ARE GENERALLY THE SAME SIZE AS BHS (CONSIDERING REVENUE AND OTHER APPROPRIATE INDICATORS), TO ESTABLISH AN APPROPRIATE MARKET. WHEN THE COMMITTEE MEETS WITH SUCH CONSULTANT, THE CONSULTANT PROVIDES TO COMMITTEE MEMBERS EXECUTIVE COMPENSATION TARGET LEVELS THAT ARE COMPETITIVE WITH THE MARKET. GENERALLY, THE MEDIAN OF THE MARKET IS TARGETED. THE ACTUAL AMOUNT THAT BHS EXECUTIVES RECEIVE AS COMPENSATION MAY BE HIGHER OR LOWER THAN THE MEDIAN, DEPENDING ON BHS'S AND THE INDIVIDUAL'S PERFORMANCE. ONE OBJECTIVE OF THE COMMITTEE IS TO HAVE A STRONG LINK BETWEEN BHS AND INDIVIDUAL PERFORMANCE AND EXECUTIVE COMPENSATION SUCH THAT IF BHS AND THE INDIVIDUAL PERFORM AT AN OPTIMAL LEVEL, HIS OR HER COMPENSATION IS IN THE HIGHER RANGE OF THE MARKET. CONVERSELY, IF EITHER BHS OR INDIVIDUAL PERFORMANCE IS BELOW EXPECTATION, COMPENSATION MAY BE IN THE LOWER RANGE OF THE MARKET. OTHER FACTORS THAT INFLUENCE EXECUTIVE COMPENSATION RELATIVE TO THE MARKET INCLUDE THE EXECUTIVE'S EXPERIENCE AND BHS'S NEED TO ATTRACT AND RETAIN TOP EXECUTIVE TALENT. MINUTES OF THIS ANNUAL COMPENSATION REVIEW BY THE COMMITTEE ARE RECORDED BY SUCH CONSULTANT AND ARE APPROVED PROMPTLY BY THE CHAIR OF THE COMMITTEE.
Schedule J, Part I, Line 4a Severance or change-of-control payment
The following individuals received severance payments during calendar year 2022: Brett McClung $1,118,000, Mary Ellen Shopp $499,162, Scott Wooten $784,616 and Elizabeth Ransom $780,000. 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) parent affiliate of Southern Baptist Hospital of Florida, Inc., 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 2022: Nicole Thomas $113,247, G. Scott Baity $99,204, Matthew Zuino $130,929, T. Scott Finnegan $63,919, Kyle Dorsey $31,381, and Darin Roark $69,242. 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). Scott Wooten has vested his SERP benefit during 2022. In addition to Mr. Wooten's yearly compensation of $156,590 ($156,219 taxable compensation and deferred compensation with non-taxable benefits of $371), the total amount of the taxable SERP was also included in his W-2, Box 5 in the amount of $2,617,868, per IRS guidelines. The taxable SERP compensation was paid to Mr. Wooten as a one-time lump sum amount. The SERP amount is reported on Schedule J, Part II, Column (B)(iii) "Other Reportable Compensation on Form 990, Part VII. Any amounts already reported as deferred compensation on a prior Form 990 are reported on Schedule J, Part II, Column (F) "Compensation in Column (B) Reported as Deferred on Prior Form 990."

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

  • Florida Essential Healthcare Partnerships Foundation

    $15,095,432

    To promote health and the relief of the poor and distressed by improving access, availability and efficiency in the delivery of healthcare services to low-income residents in Florida.

  • Blue Zones LLC

    $1,000,000

    To empower everyone, everywhere to live longer, better.

  • Groundwork Jacksonville Inc

    $250,000

    To bring about the sustained regeneration, improvement and management of the physical environment by developing community-based partnerships to promote environmental, economic and social well-being in the Jacksonville, Florida area.

  • STARTING POINT BEHAVIORAL HEALTHCARE

    $191,974

    To promote emotional wellness through psychiatric, mental health and substance use disorder treatment services and community education and awareness.

  • United Way of NE FL Inc

    $150,000

    To solve the community's toughest challenges by connecting people, resources and ideas.

  • The Way Free Clinic

    $137,980

    To provide 100% free medical care for uninsured, low-income residents of Clay County, FL.

  • Gateway Community Services Inc

    $126,672

    To provide rehabilitation services to individuals and their families who are suffering from alcoholism & drug abuse, regardless of their ability to pay.

  • WE CARE JACKSONVILLE INC

    $113,160

    TO IMPROVE ACCESS TO SPECIALTY HEALTH CARE FOR LOW-INCOME AND UNINSURED PATIENTS.

  • VISION IS PRICELESS COUNCIL

    $97,500

    To assess, sustain, and improve the visual health of children and adults in Northeast Florida through education, vision screenings, treatment and referrals.

  • Women's Center of Jacksonville Inc

    $79,262

    To improve the lives of women through advocacy, support and education and to provide services for individuals of all genders in Duval, Baker and Nassau Counties.

The 10 largest by cash amount. The API serves every itemized grant.

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 Behavioral Health LLC

    Provide medical and healthcare services · FL · income -$3,282,409 · assets $2,757,258

    Directly controlled by Southern Baptist Hospital of Florida Inc

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

    Directly controlled by BAPTIST HEALTH SYSTEM INC

  • Baptist Specialty Physicians Inc

    C Corporation · Physician Practices · FL · 100% owned · share of income -$13,363,475 · share of assets $4,236,081 · controlled entity

    Directly controlled by Southern Baptist Hospital of Florida Inc

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202442279349303059

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