Form 990 for tax year 2023
Filed by BARTOW REGIONAL MEDICAL CENTER INC.
Totals
- Total revenue
- $103,661,847
- Total expenses
- $87,857,851
- Contributions and grants received
- $0
- Grants paid
- $461,281
- Program services expenses (Part IX)
- $74,254,445
- Management and general expenses
- $13,603,406
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $74,254,445
Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BRIAN HINTON
TRUSTEE/CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
KIMBERLY GUY
TRUSTEE/Chief Operating Officer
- Total calculated
- $1,139,697
- From this org
- $0
- From related orgs
- $1,046,196
- Other
- $93,501
- Hours/week
- 5 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $626,058 related
- Bonus
- $0 + $215,976 related
- Other
- $0 + $204,163 related
- Deferred
- $0 + $58,919 related
- Nontaxable benefits
- $0 + $34,582 related
- Filer's total
- $0 + $1,139,698 related
-
MICHAEL MICALLEF
TRUSTEE/SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
ALLEN FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BENJAMIN (BENNY) ROBLES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID SORG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DON INGRAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
FREDERICK (JOHN) MURPHY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEREMY KATZMANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KAREN KERR
TRUSTEE/PRESIDENT SFBH & BRMC
- Total calculated
- $604,916
- From this org
- $0
- From related orgs
- $538,458
- Other
- $66,458
- Hours/week
- 21 + 26 related
Schedule J breakdown matched by us
- Base
- $0 + $279,493 related
- Bonus
- $0 + $112,164 related
- Other
- $0 + $146,802 related
- Deferred
- $0 + $31,492 related
- Nontaxable benefits
- $0 + $34,966 related
- Filer's total
- $0 + $604,916 related
-
KENNETH (CASEY) COMPTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LEA ANN THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MELONY BELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RENJIT PHILIP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT CLANCEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEPHANIE CONNERS
TRUSTEE/PRESIDENT & CEO BAYCARE
- Total calculated
- $2,709,242
- From this org
- $0
- From related orgs
- $2,576,114
- Other
- $133,128
- Hours/week
- 1 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $1,576,101 related
- Bonus
- $0 + $725,000 related
- Other
- $0 + $275,013 related
- Deferred
- $0 + $115,982 related
- Nontaxable benefits
- $0 + $17,146 related
- Filer's total
- $0 + $2,709,242 related
-
TAREK GARAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RONALD BEAMON
VP, CFO BAYCARE HOSP DIV
- Total calculated
- $788,187
- From this org
- $0
- From related orgs
- $675,010
- Other
- $113,177
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $417,337 related
- Bonus
- $0 + $149,228 related
- Other
- $0 + $108,445 related
- Deferred
- $0 + $72,236 related
- Nontaxable benefits
- $0 + $40,941 related
- Filer's total
- $0 + $788,187 related
-
AARON STROSS
CLINICAL NURSE II
- Total calculated
- $182,893
- From this org
- $156,219
- From related orgs
- $13,373
- Other
- $13,301
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $139,663 + $13,359 related
- Bonus
- $285
- Other
- $16,271 + $14 related
- Deferred
- $3,662
- Nontaxable benefits
- $9,639
- Filer's total
- $169,520 + $13,373 related
-
CARMEN TRINDADE
MANAGER PHARMACY
- Total calculated
- $203,032
- From this org
- $185,816
- From related orgs
- $0
- Other
- $17,216
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $169,334
- Bonus
- $15,645
- Other
- $836
- Deferred
- $8,908
- Nontaxable benefits
- $8,308
- Filer's total
- $203,032
-
CLINTON SHOUPPE
DIR OPERATIONS BARTOW REG MED CNTR
- Total calculated
- $201,103
- From this org
- $186,482
- From related orgs
- $0
- Other
- $14,621
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $164,671
- Bonus
- $21,179
- Other
- $632
- Deferred
- $8,675
- Nontaxable benefits
- $5,946
- Filer's total
- $201,103
-
JOHN KINCAID
CLINICAL NURSE III - ER
- Total calculated
- $210,010
- From this org
- $188,252
- From related orgs
- $0
- Other
- $21,758
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $179,134
- Bonus
- $700
- Other
- $8,418
- Deferred
- $9,413
- Nontaxable benefits
- $12,345
- Filer's total
- $210,009
-
JONATHAN FLOYD
DIRECTOR OF PATIENT SERVICES
- Total calculated
- $186,304
- From this org
- $159,217
- From related orgs
- $0
- Other
- $27,087
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $118,593
- Bonus
- $19,007
- Other
- $21,617
- Deferred
- $2,971
- Nontaxable benefits
- $24,116
- Filer's total
- $186,304
-
CARL TREMONTI
FORMER VP, CFO BMG, AMB
- Total calculated
- $830,500
- From this org
- $0
- From related orgs
- $761,886
- Other
- $68,614
- Hours/week
- 0 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $444,831 related
- Bonus
- $0 + $158,167 related
- Other
- $0 + $158,887 related
- Deferred
- $0 + $54,411 related
- Nontaxable benefits
- $0 + $14,203 related
- Filer's total
- $0 + $830,500 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 — 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 CEO (or COO) 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 $105,513 of nonvested benefits accrue in 2023. This amount is included in Part II (C) Retirement and other deferred compensation. Kimberly Guy - Participated in a supplemental nonqualified deferred compensation plan. She had $98,757 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $38,861 in 2023. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $33,829 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. He had $55,736 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $33,829 in 2023. Karen Kerr - Participated in a supplemental nonqualified deferred compensation plan. She had $50,656 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $19,933 in 2023. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $73,104 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $28,767 in 2023.
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
-
$136,454
Behavioral Health
-
$72,750
Access to Health and Social Services
-
$66,224
Food Insecurity
-
$35,076
Behavioral Health
-
$32,850
Behavioral Health
-
$31,500
Access to Health and Social Services
-
$27,500
On our Sleeves Program
-
Access to Health and Social Services
-
Behavioral Health
-
$12,850
Exercise, Nutrition and Weight
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.
-
501(c)(3) · HEALTH SERVICES · FL
Directly controlled by NA
-
501(c)(3) · HEALTH SERVICES · FL
Directly controlled by BCHS
-
BEHAVIORAL HEALTH MGMT SERVICES INC
501(c)(3) · HEALTH SERVICES · FL
Directly controlled by BC BEH HEALTH
-
BAYCARE EMERG ASSISTANCE PROGRAM
501(c)(3) · EMERGENCY ASSISTANCE · FL
Directly controlled by BCHS
-
501(c)(3) · HOME HEALTH · FL
Directly controlled by BCHS
-
501(c)(3) · PHYSICIANS · FL
Directly controlled by BCHS
-
501(c)(3) · HOSPITAL · FL
Directly controlled by BCHS
-
BAYCARE SELECT HEALTH PLANS INC
501(c)(4) · MCR ADVANTAGE · FL
Directly controlled by BCHS
-
501(c)(3) · HOSPITAL · FL
Directly controlled by BCHS
-
501(c)(3) · POTENTIAL HOSPITAL · FL
Directly controlled by BCHS
-
NORTHSIDE BEHAVIORAL HEALTH CENTER INC
501(c)(3) · HEALTH SERVICES · FL
Directly controlled by BCHS
-
501(c)(3) · LOW INCOME HOUSING · FL
Directly controlled by BCHS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413179349303261
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