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Nonprofiteer
← BAPTIST HEALTH CARE FOUNDATION INC

Form 990 for tax year 2022

Filed by BAPTIST HEALTH CARE FOUNDATION INC.

Totals

Total revenue
$5,125,112
Total expenses
$4,073,603
Contributions and grants received
$5,713,194
Grants paid
$3,906,468
Program service revenue
$0
Investment income
-$506,268
Other revenue
-$81,814
Total assets, end of year
$16,496,522
Total liabilities, end of year
$85,906
Net assets or fund balances, end of year
$16,410,616
Program services expenses (Part IX)
$3,906,468
Management and general expenses
$9,760
Fundraising expenses
$157,375
Program service expenses (Part III)
$3,906,468

Program services were 95.9% 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

    $129

  • 1c · Fundraising events

    $409,381

  • 1f · All other contributions, gifts and grants

    $5,303,684

  • 1g · Noncash contributions included above

    $29,656

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $395,548 · excluded $395,548

  • 6c · Rental income or loss

    real property $0 · personal property $0

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

    securities $901,816

  • 7c · Gain or loss

    securities -$901,816 · other assets $0

  • 7d · Net gain or loss

    total -$901,816 · excluded -$901,816

  • 8a · Fundraising events: gross income

    $130,510

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

    $409,381

  • 8b · Fundraising events: direct expenses

    $213,452

  • 8c · Net income from fundraising events

    total -$82,942 · excluded -$82,942

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $1,128 · excluded $1,128

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $1,128

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,773,786 · program services $3,773,786

  • 2 · Grants to domestic individuals

    total $132,682 · program services $132,682

  • 11f · Fees: investment management

    total $9,760 · management and general $9,760

  • 11g · Fees: other

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

  • 12 · Advertising and promotion

    total $41,481 · fundraising $41,481

  • 13 · Office expenses

    total $56,703 · fundraising $56,703

  • 24a · Other expenses: DONOR RECOGNITION

    total $38,089 · fundraising $38,089

  • 24b · Other expenses: FOOD COSTS

    total $21,041 · fundraising $21,041

  • 24c · Other expenses: DUES, LICENSES, SUBSCRIPTIONS

    total $61 · fundraising $61

  • 24e · All other expenses

    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 $528,446 · end of year $419,487

  • 2 · Savings and temporary cash investments

    beginning of year $126,466 · end of year $140,994

  • 3 · Pledges and grants receivable

    beginning of year $5,212,667 · end of year $4,826,676

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $16,916,790 · end of year $11,109,365

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $756 · end of year $2,154

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $86,168 · end of year $83,752

  • 27 · Net assets without donor restrictions

    beginning of year $7,801,445 · end of year $8,202,128

  • 28 · Net assets with donor restrictions

    beginning of year $14,896,000 · end of year $8,208,488

Mission and programs · 2022

Mission

HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES.

Activities or mission (Part I)

TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES.

  • HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES.

    Expenses $3,906,468 · Grants $3,906,468

As filed on the 2022 return.

Listed in Part VII

  • BARROW BRETT

    MEMBER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES F GUND JR

    MEMBER/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARGARET T STOPP

    MEMBER/CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PAMELA CADDELL

    MEMBER/VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • ROBERT JONES

    MEMBER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ADELA FERNANDEZ

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANN HAYWARD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BETTY ROBERTS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOUG WOODWARD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JESSICA LEE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN SULLIVAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KRISTIN LONGLEY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE MORETTE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PELBRETON BALFOUR MD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETER LAUTER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TASHA AVERY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRAVIS PETERSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE (KC) GARTMAN

    EXECUTIVE DIRECTOR

    Total calculated
    $156,303
    From this org
    $0
    From related orgs
    $142,981
    Other
    $13,322
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,822 related
    Bonus
    $0
    Other
    $0 + $159 related
    Deferred
    $0 + $3,607 related
    Nontaxable benefits
    $0 + $9,715 related
    Filer's total
    $0 + $156,303 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)

Schedule J, Part I, Line 3
EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE, INC. BOARD UTILIZES INDEPENDENT COMPENSATION STUDIES THAT REFLECT THE CURRENT MARKET VALUE OF SPECIFIC KEY MANAGEMENT POSITIONS AS BENCHMARK DATA. ALL COMPENSATION OF KEY INDIVIDUALS MUST BE APPROVED BY THE COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION.
Schedule J, Part II
THE RELATED COMPENSATION REPORTED ON FORM 990, PART VII, SECTION A & SCHEDULE J, PART II WAS PAID BY BAPTIST HEALTH CARE, INC., A RELATED TAX-EXEMPT ORGANIZATION.

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 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
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202442289349301709

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