Form 990 for tax year 2023
Filed by BAPTIST HEALTH SYSTEM FOUNDATION INC.
Totals
- Total revenue
- $43,377,496
- Total expenses
- $24,729,541
- Contributions and grants received
- $29,359,780
- Grants paid
- $11,510,523
- Program services expenses (Part IX)
- $20,518,661
- Management and general expenses
- $1,878,647
- Fundraising expenses
- $2,332,233
- Program service expenses (Part III)
- $20,518,661
Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Cleve Warren
Vice Chair through 03.27.24/Chair
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Dennis Blackburn Esq
Secretary/Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
Martha Baker
Chair through 03.27.24
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael A Mayo DHA
President
- Total calculated
- $2,456,417
- From this org
- $0
- From related orgs
- $2,400,699
- Other
- $55,718
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $1,239,294 related
- Bonus
- $0 + $844,798 related
- Other
- $0 + $316,607 related
- Deferred
- $0 + $18,975 related
- Nontaxable benefits
- $0 + $36,743 related
- Filer's total
- $0 + $2,456,417 related
-
Adam Dimitrov MD
Director
- Total calculated
- $356,731
- From this org
- $0
- From related orgs
- $350,758
- Other
- $5,973
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $260,518 related
- Bonus
- $0
- Other
- $0 + $90,240 related
- Deferred
- $0 + $4,620 related
- Nontaxable benefits
- $0 + $1,353 related
- Filer's total
- $0 + $356,731 related
-
Art Graham
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Benjamin Hakimian
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Chris Ball
Director through 03.27.24
- Total calculated
- $0
- Hours/week
- 0.1
-
Christina Bryan
Director through 03.27.24
- Total calculated
- $0
- Hours/week
- 0.1
-
Christine Granfield MD
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Connie Hodges
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Courtney Lane Reames
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Deborah C Abram MD
Director
- Total calculated
- $611,097
- From this org
- $0
- From related orgs
- $555,459
- Other
- $55,638
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $389,126 related
- Bonus
- $0 + $94,576 related
- Other
- $0 + $71,757 related
- Deferred
- $0 + $45,576 related
- Nontaxable benefits
- $0 + $10,062 related
- Filer's total
- $0 + $611,097 related
-
Don Wolfson
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Elizabeth Langley
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Elli Zimmerman
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Grace Wooten Saber
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Jane E Rollinson
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Julius Demps III
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Kimberly Sisisky
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Kimberly Stein-Tonning
Director through 08.16.24
- Total calculated
- $0
- Hours/week
- 0.1
-
Kurt Mori MD
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Lauren Rueger
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Mark Shorstein
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Marsha Oliver
Director
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
Pamela Rama Depadua MD
Director
- Total calculated
- $946,465
- From this org
- $0
- From related orgs
- $914,820
- Other
- $31,645
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $466,223 related
- Bonus
- $0 + $2,532 related
- Other
- $0 + $446,065 related
- Deferred
- $0 + $4,620 related
- Nontaxable benefits
- $0 + $27,025 related
- Filer's total
- $0 + $946,465 related
-
Paul Bosland
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Roger Rassman
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Susan DuBow
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Tabitha Furyk
Director through 03.27.24
- Total calculated
- $0
- Hours/week
- 0.1
-
Vikram Gopal MD
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Whitney Meyer
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
G Scott Baity Esq
Asst. Secretary
- Total calculated
- $1,052,314
- From this org
- $0
- From related orgs
- $918,506
- Other
- $133,808
- Hours/week
- 0.3 + 39.7 related
Schedule J breakdown matched by us
- Base
- $0 + $566,725 related
- Bonus
- $0 + $212,481 related
- Other
- $0 + $139,300 related
- Deferred
- $0 + $120,024 related
- Nontaxable benefits
- $0 + $13,784 related
- Filer's total
- $0 + $1,052,314 related
-
Kimberly Jones
SVP
- Total calculated
- $475,714
- From this org
- $0
- From related orgs
- $424,336
- Other
- $51,378
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $296,257 related
- Bonus
- $0 + $109,807 related
- Other
- $0 + $18,272 related
- Deferred
- $0 + $28,656 related
- Nontaxable benefits
- $0 + $22,722 related
- Filer's total
- $0 + $475,714 related
-
T Scott Finnegan
Asst. Treasurer
- Total calculated
- $803,496
- From this org
- $0
- From related orgs
- $677,810
- Other
- $125,686
- Hours/week
- 0.3 + 39.7 related
Schedule J breakdown matched by us
- Base
- $0 + $359,938 related
- Bonus
- $0 + $111,997 related
- Other
- $0 + $205,875 related
- Deferred
- $0 + $111,729 related
- Nontaxable benefits
- $0 + $13,957 related
- Filer's total
- $0 + $803,496 related
-
Brett S McClung
Former President (As of 05.01.21)
- Total calculated
- $512,000
- From this org
- $0
- From related orgs
- $512,000
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $125,000 related
- Other
- $0 + $387,000 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $512,000 related
-
Scott M Wooten
Former Asst. Treasurer (As of 12.28.21)
- Total calculated
- $800,676
- From this org
- $0
- From related orgs
- $800,676
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $800,676 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $800,676 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
- 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 individual received severance payments during calendar year 2023: Brett McClung $387,000 and Scott Wooten $800,000. This amount is 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 Baptist Health System Foundation, 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 2023: Deborah Abram $26,601, G. Scott Baity $83,700, T. Scott Finnegan $70,350 and Kimberly Jones $19,140. 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).
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
-
Southern Baptist Hospital of Florida Inc
$9,451,810
To support the hospital with funding of capital projects and reimbursement of operational expenses.
-
Baptist Medical Center Nassau Inc
$612,656
To support the hospital with funding of capital projects and reimbursement of operational expenses.
-
To support the hospital with funding of capital projects and reimbursement of operational expenses.
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.
-
SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC
501(c)(3) · HOSPITAL · FL
Directly controlled by BAPTIST HEALTH SYSTEM INC
-
BAPTIST MEDICAL CENTER OF THE BEACHES INC
501(c)(3) · HOSPITAL · FL
Directly controlled by BAPTIST HEALTH SYSTEM INC
-
BAPTIST MEDICAL CENTER OF NASSAU INC
501(c)(3) · HOSPITAL · FL
Directly controlled by BAPTIST HEALTH SYSTEM INC
-
501(c)(3) · Financial/management assistance for healthcare system · FL
Directly controlled by Coastal Community Health Inc
-
501(c)(3) · Owns/manages real estate properties for health system. · FL
Directly controlled by BAPTIST HEALTH SYSTEM INC
-
BAPTIST HEALTH AMBULATORY SERVICES INC
501(c)(3) · Medical Research and Education · FL
Directly controlled by BAPTIST HEALTH SYSTEM INC
-
501(c)(3) · Regional affiliation of BHS with 1 other 501(c)(3) healthcare system · FL
Directly controlled by na
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202512239349300511
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