Form 990 for tax year 2022
Filed by MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION.
Totals
- Total revenue
- $12,576,729
- Total expenses
- $19,106,995
- Contributions and grants received
- $1,575,000
- Grants paid
- $0
- Program service revenue
- $11,001,729
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $19,282,047
- Total liabilities, end of year
- $96,749,923
- Net assets or fund balances, end of year
- -$77,467,876
- Program services expenses (Part IX)
- $16,937,182
- Management and general expenses
- $2,169,813
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $16,937,182
Program services were 88.6% 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.
-
1d · Related organizations
$1,575,000
-
2a · Program service revenue: BAPTIST TOWER PHARMACY
total $5,691,028 · related or exempt $5,691,028
-
2b · Program service revenue: PHYSICIAN PRACTICE
total $3,142,921 · related or exempt $3,142,921
-
2c · Program service revenue: MEDICAL OFFICE BUILDINGS OPERATIO
total $2,150,915 · related or exempt $2,150,915
-
2d · Program service revenue: CENTER FOR DIABETES
total $16,865 · related or exempt $16,865
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $5,995,208 · program services $5,995,208
-
8 · Pension plan contributions
total $88,417 · program services $88,417
-
9 · Other employee benefits
total $592,551 · program services $592,551
-
10 · Payroll taxes
total $402,874 · program services $402,874
-
11a · Fees: management
total $7,350 · program services $7,350
-
11f · Fees: investment management
total $8,800 · program services $8,800
-
11g · Fees: other
total $208,000 · program services $208,000
-
12 · Advertising and promotion
total $7,357 · program services $7,357
-
13 · Office expenses
total $5,416,494 · program services $5,416,494
-
14 · Information technology
total $25,815 · program services $25,815
-
16 · Occupancy
total $1,873,423 · program services $1,873,423
-
17 · Travel
total $38,749 · program services $38,749
-
22 · Depreciation, depletion and amortization
total $1,481,714 · program services $1,481,714
-
23 · Insurance
total $298,144 · program services $298,144
-
24a · Other expenses: CORPORATE ALLOCATIONS
total $2,169,813 · management and general $2,169,813
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $147,319 · program services $147,319
-
24c · Other expenses: PURCHASED SERVICES
total $118,112 · program services $118,112
-
24d · Other expenses: TAXES AND LICENSES
total $97,477 · program services $97,477
-
24e · All other expenses
total $129,378 · program services $129,378
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,340 · end of year $3,640
-
4 · Accounts receivable
beginning of year $767,612 · end of year $916,632
-
8 · Inventories for sale or use
beginning of year $211,329 · end of year $214,064
-
9 · Prepaid expenses and deferred charges
beginning of year $9,824 · end of year $5,977
-
10a · Land, buildings and equipment: cost or other basis
$45,814,399
-
10b · Land, buildings and equipment: accumulated depreciation
$28,436,622
-
10c · Land, buildings and equipment, net
beginning of year $18,459,536 · end of year $17,377,777
-
11 · Investments: publicly traded securities
beginning of year $821,621 · end of year $763,957
-
17 · Accounts payable and accrued expenses
beginning of year $519,224 · end of year $476,291
-
25 · Other liabilities
beginning of year $90,690,648 · end of year $96,273,632
-
27 · Net assets without donor restrictions
beginning of year -$70,937,610 · end of year -$77,467,876
Mission and programs · 2022
Mission
THE CORPORATION WAS FORMED TO OPERATE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3), TO ADVANCE THE OBJECTS AND PURPOSES AND TO CARRY OUT THE FUNCTIONS OF HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFFILIATE OF UAB HEALTH SYSTEM AND TO PROVIDE QUALITY HEALTHCARE THROUGH THE FAMILY PRACTICE RESIDENCY FOR THE PEOPLE OF SOUTH CENTRAL ALABAMA.
Activities or mission (Part I)
THE CORPORATION WAS FORMED TO OPERATE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501 (C) (3), TO ADVANCE THE OBJECTS AND PURPOSES AND TO CARRY OUT THE FUNCTIONS OF HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFFILIATE OF UAB HEALTH SYSTEM AND TO PROVIDE QUALITY HEALTHCARE THROUGH THE FAMILY PRACTICE RESIDENCY FOR THE PEOPLE OF SOUTH CENTRAL ALABAMA.
-
OPERATION OF A PHYSICIAN PRACTICE AND A TEACHING PROGRAM WITH RESIDENTS. THE MONTGOMERY FAMILY MEDICINE RESIDENCY PROGRAM OFFERS PATIENTS HIGH-QUALITY PRIMARY HEALTHCARE SERVICES AND RESIDENTS THE EDUCATIONAL ENVIRONMENT IN WHICH TO BECOME SUCCESSFUL PHYSICIANS.
Expenses $5,837,521 · Revenue $3,142,921
-
OPERATION OF MEDICAL OFFICE BUILDINGS THAT ARE LEASED TO HEALTHCARE PROVIDERS.
Expenses $3,527,517 · Revenue $2,150,915
-
BAPTIST TOWER PHARMACY - SERVES THE PHARMACEUTICAL HEALTH NEEDS OF THE RIVER REGION AND PROVIDES MEDICATIONS TO THOSE IN NEED AT LOW OR NO COST THROUGH THE CARE ADVISORS PROGRAM AND AS A MEMBER OF THE DISPENSARY OF HOPE PROGRAM.
Expenses $5,917,025 · Revenue $5,691,028
-
OPERATION OF COMMUNITY CARE ADVISOR AND COMMUNITY CASE MANAGEMENT. 1) THE CARE ADVISOR PROGRAM WAS ESTABLISHED TO ADDRESS ISSUES OF LIMITED ACCESSIBILITY AND AVAILABILITY OF PRIMARY AND SPECIALTY HEALTH CARE TO THE MEDICALLY UNDERSERVED, LOW INCOME, UNINSURED RESIDENTS OF CENTRAL ALABAMA.2) THE CASE MANAGEMENT DEPARTMENT PROVIDES AN ESSENTIAL SERVICE IN HELPING PATIENTS AND FAMILIES IDENTIFY SPECIFIC HEALTH CARE NEEDS. IN ADDITION, THE CASE MANAGEMENT DEPARTMENT ASSISTS IN DEVELOPING A PLAN TO PROVIDE THE BEST CONTINUED CARE AFTER DISCHARGE. 3) THE CENTER FOR DIABETES IS AN EXCELLENT RESOURCE FOR THOSE WITH DIABETES IN CENTRAL ALABAMA. CERTIFIED DIABETES EDUCATORS WHO ARE BOTH REGISTERED NURSES AND REGISTERED DIETITIANS TEACH ONE-ON-ONE AND IN SMALL GROUPS ABOUT ALL ASPECTS OF DIABETES MANAGEMENT INCLUDING BLOOD GLUCOSE TESTING, MEDICATION, DIET AND EXERCISE. 4) THE PULMONARY REHABILITATION PROGRAM IS COMPRISED OF A MULTI-DISCIPLINARY TEAM OF SPECIALISTS WHO PROVIDE REHABILITATIVE CARE TO PEOPLE WHO HAVE CHRONIC PULMONARY DISEASE AND THEIR FAMILIES. 5) SURGICAL OPTIMIZATION CLINIC IS A SPECIALLY DESIGNED PROGRAM TO ASSIST INDIVIDUALS TO BE IN OPTIMAL HEALTH PRIOR TO SURGERY.
Expenses $1,655,119 · Revenue $16,865
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
W Russell TynerW RUSSELL TYNER
PRESIDENT/CEO
- Total calculated
- $1,362,328
- From this org
- $0
- From related orgs
- $1,283,488
- Other
- $78,840
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $744,943 related
- Bonus
- $0 + $315,044 related
- Other
- $0 + $223,501 related
- Deferred
- $0 + $61,000 related
- Nontaxable benefits
- $0 + $19,897 related
- Filer's total
- $0 + $1,364,385 related
-
Simeon F PentonSIMEON F PENTON
SECRETARY
- Total calculated
- $511,309
- From this org
- $0
- From related orgs
- $486,461
- Other
- $24,848
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $345,160 related
- Bonus
- $0 + $83,892 related
- Other
- $0 + $57,409 related
- Deferred
- $0 + $8,700 related
- Nontaxable benefits
- $0 + $16,148 related
- Filer's total
- $0 + $511,309 related
-
Julia S HenigJULIA S HENIG
VICE CHAIRMAN
- Total calculated
- $457,135
- From this org
- $0
- From related orgs
- $432,287
- Other
- $24,848
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $312,045 related
- Bonus
- $0 + $83,415 related
- Other
- $0 + $36,827 related
- Deferred
- $0 + $8,700 related
- Nontaxable benefits
- $0 + $16,148 related
- Filer's total
- $0 + $457,135 related
-
Christine BrutonCHRISTINE BRUTON
CFO
- Total calculated
- $727,496
- From this org
- $0
- From related orgs
- $699,371
- Other
- $28,125
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $489,793 related
- Bonus
- $0 + $152,060 related
- Other
- $0 + $57,518 related
- Deferred
- $0 + $8,700 related
- Nontaxable benefits
- $0 + $19,425 related
- Filer's total
- $0 + $727,496 related
-
Vikas GuptaVIKAS GUPTA
PHYSICIAN
- Total calculated
- $424,937
- From this org
- $405,512
- From related orgs
- $0
- Other
- $19,425
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $306,741
- Bonus
- $98,206
- Other
- $565
- Deferred
- $0
- Nontaxable benefits
- $19,425
- Filer's total
- $424,937
-
Angela L StallworthANGELA L STALLWORTH
PHYSICIAN
- Total calculated
- $304,072
- From this org
- $282,603
- From related orgs
- $0
- Other
- $21,469
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,801
- Bonus
- $54,967
- Other
- $835
- Deferred
- $8,581
- Nontaxable benefits
- $12,888
- Filer's total
- $304,072
-
Kashiff MuneerKASHIFF MUNEER
PHYSICIAN
- Total calculated
- $296,477
- From this org
- $271,251
- From related orgs
- $0
- Other
- $25,226
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,075
- Bonus
- $58,665
- Other
- $511
- Deferred
- $5,801
- Nontaxable benefits
- $19,425
- Filer's total
- $296,477
-
Tasha GarrettTASHA GARRETT
PHYSICIAN
- Total calculated
- $254,426
- From this org
- $247,630
- From related orgs
- $0
- Other
- $6,796
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,948
- Bonus
- $58,176
- Other
- $506
- Deferred
- $0
- Nontaxable benefits
- $6,796
- Filer's total
- $254,426
-
Franklin ScottFRANKLIN SCOTT
PHYSICIAN
- Total calculated
- $249,673
- From this org
- $236,120
- From related orgs
- $0
- Other
- $13,553
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,806
- Bonus
- $10,000
- Other
- $30,314
- Deferred
- $5,145
- Nontaxable benefits
- $8,408
- Filer's total
- $249,673
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
No itemized grants to organizations 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.
-
HEALTH CARE AUTHORITY FOR BAPTIST HEALTH
HCA · HEALTH CARE · AL
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BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY
501(C)(3) · HEALTH CARE · AL
Directly controlled by HEALTH CARE AUTHORITY FOR BAPTIST HEALTH
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OUTREACH MANAGEMENT SERVICES INC
501(C)(3) · HEALTH CARE · AL
Directly controlled by HEALTH CARE AUTHORITY FOR BAPTIST HEALTH
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.
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BAPTIST VENTURES INC
C · HEALTH CARE · AL
Directly controlled by HEALTH CARE AUTHORITY FOR BAPTIST HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323189349301592
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