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Nonprofiteer
← BAYCARE PASCO INC

Form 990 for tax year 2023

Filed by BAYCARE PASCO INC.

Totals

Total revenue
$42,911,069
Total expenses
$64,541,273
Contributions and grants received
$0
Grants paid
$264,911
Program service revenue
$42,658,761
Investment income
$0
Other revenue
$252,308
Total assets, end of year
$204,985,840
Total liabilities, end of year
$229,503,744
Net assets or fund balances, end of year
-$24,517,904
Program services expenses (Part IX)
$56,956,862
Management and general expenses
$7,584,411
Fundraising expenses
$0
Program service expenses (Part III)
$56,956,862

Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KIMBERLY GUY

    TRUSTEE/President/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

  • PATRICIA JONES

    TRUSTEE/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • RICHARD WILLIAMS

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ELLIE PALADINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FREDERICK HAUBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFF STARKEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER SWARINGEN

    TRUSTEE/PRESIDENT MED STAFF

    Total calculated
    $126,000
    From this org
    $0
    From related orgs
    $126,000
    Other
    $0
    Hours/week
    1 + 23 related

  • JOAN NELSON HOOK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JUAN OTHEGUY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JUDITH KOUTSOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL STROBBE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN WILLIAMS

    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

  • REBECCA SCHULKOWSKI

    President Wesley Chapel

    Total calculated
    $357,624
    From this org
    $316,597
    From related orgs
    $0
    Other
    $41,027
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,115
    Bonus
    $78,836
    Other
    $19,647
    Deferred
    $13,820
    Nontaxable benefits
    $27,206
    Filer's total
    $357,624

  • BETHANY WELLS

    DIRECTOR PATIENT SVCS - WESLEY CHAPEL

    Total calculated
    $208,961
    From this org
    $163,816
    From related orgs
    $0
    Other
    $45,145
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $138,732
    Bonus
    $21,217
    Other
    $3,868
    Deferred
    $8,092
    Nontaxable benefits
    $37,054
    Filer's total
    $208,961

  • MICHAEL RUBLE

    PHARMACY CLINICAL COORD

    Total calculated
    $196,374
    From this org
    $163,518
    From related orgs
    $0
    Other
    $32,856
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $161,347
    Bonus
    $374
    Other
    $1,796
    Deferred
    $8,459
    Nontaxable benefits
    $24,397
    Filer's total
    $196,373

  • MITCHELL PURSE

    MANAGER PHARMACY

    Total calculated
    $201,201
    From this org
    $162,980
    From related orgs
    $0
    Other
    $38,221
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $148,339
    Bonus
    $14,382
    Other
    $259
    Deferred
    $8,423
    Nontaxable benefits
    $29,799
    Filer's total
    $201,201

  • NICOLE CORRELL

    CLINICAL PHARMACIST

    Total calculated
    $182,863
    From this org
    $142,839
    From related orgs
    $5,729
    Other
    $34,295
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $135,893 + $5,726 related
    Bonus
    $0
    Other
    $6,946 + $4 related
    Deferred
    $7,814
    Nontaxable benefits
    $26,482
    Filer's total
    $177,134 + $5,729 related

  • WILLIAM SEDEY

    DIRECTOR OPERATIONS - WESLEY CHAPEL

    Total calculated
    $185,032
    From this org
    $156,518
    From related orgs
    $0
    Other
    $28,514
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $133,109
    Bonus
    $17,652
    Other
    $5,756
    Deferred
    $7,161
    Nontaxable benefits
    $21,353
    Filer's total
    $185,032

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

  • 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. 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.

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.

  • BCHS INSURANCE LTD

    C Corporation · CAPTIVE INSURANCE · CJ

    Directly controlled by NA

  • MEDSPECIALISTS INC

    C Corporation · PAYROLL SERVICES · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423179349303317

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