Totals
- Total revenue
- $1,749,627,861
- Total expenses
- $1,504,621,129
- Contributions and grants received
- $10,742,907
- Grants paid
- $1,611,557
- Program service revenue
- $1,729,024,316
- Investment income
- $0
- Other revenue
- $9,860,638
- Total assets, end of year
- $3,017,058,848
- Total liabilities, end of year
- $92,917,556
- Net assets or fund balances, end of year
- $2,924,141,292
- Program services expenses (Part IX)
- $1,271,157,170
- Management and general expenses
- $233,463,959
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,271,157,170
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
-
DOUGLAS MCFADDEN
TRUSTEE/VICE CHAIR & SEC
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
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
- 6 + 41 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
-
RALPH GARCIA
TRUSTEE/CHAIR (until Dec 2023)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
SEAN BUTLER
TRUSTEE/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
AVRIL CHIN FATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
CARLOS LAMOUTTE
TRUSTEE (eff Feb 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DION SAMERSON
TRUSTEE (eff Feb 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DONNA JORDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JENNIFER BROWN KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JERILYN REED
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JOHN DICKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
KATHERINE DIERKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LAUREN WEINER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
LINDELL BUSCIGLIO
TRUSTEE (eff Feb 2023)
- Total calculated
- $21,650
- From this org
- $0
- From related orgs
- $21,650
- Other
- $0
- Hours/week
- 1 + 10 related
-
LORI BAGGETT
TRUSTEE (eff Feb 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LORI YARBROUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MATTHEW RICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MOSHARRAF HOSSAIN
TRUSTEE (eff Feb 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RICHARD GLORIOSO
TRUSTEE (until Dec 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sr PATRICIA SHIRLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
STEPHEN MENDOZA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
YVONNE FRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
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
-
NATHANIEL MALCOLM
PRESIDENT OF ST. JOSEPH'S HOSPITAL (until April 2023)
- Total calculated
- $522,218
- From this org
- $0
- From related orgs
- $508,014
- Other
- $14,204
- Hours/week
- 45 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $105,072 related
- Bonus
- $0 + $20,522 related
- Other
- $0 + $382,421 related
- Deferred
- $0 + $1,212 related
- Nontaxable benefits
- $0 + $12,993 related
- Filer's total
- $0 + $522,219 related
-
PATRICK DOWNES
PRESIDENT SJH SOUTH (eff July 2023)
- Total calculated
- $289,335
- From this org
- $0
- From related orgs
- $257,632
- Other
- $31,703
- Hours/week
- 45 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $142,059 related
- Bonus
- $0 + $40,000 related
- Other
- $0 + $75,573 related
- Deferred
- $0 + $5,789 related
- Nontaxable benefits
- $0 + $25,914 related
- Filer's total
- $0 + $289,335 related
-
PHILIP MINDEN
PRESIDENT OF ST. JOSEPH'S HOSPITAL (eff April 2023)
- Total calculated
- $611,541
- From this org
- $0
- From related orgs
- $563,315
- Other
- $48,226
- Hours/week
- 45 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $370,722 related
- Bonus
- $0 + $97,099 related
- Other
- $0 + $95,494 related
- Deferred
- $0 + $32,506 related
- Nontaxable benefits
- $0 + $15,720 related
- Filer's total
- $0 + $611,541 related
-
SARA DODDS
PRESIDENT SJH NORTH (eff April 2023)
- Total calculated
- $322,915
- From this org
- $295,005
- From related orgs
- $0
- Other
- $27,910
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $222,116
- Bonus
- $19,796
- Other
- $53,092
- Deferred
- $14,337
- Nontaxable benefits
- $13,574
- Filer's total
- $322,915
-
SARAH NAUMOWICH
PRESIDENT SJWH & SJCH
- Total calculated
- $556,992
- From this org
- $0
- From related orgs
- $472,448
- Other
- $84,544
- Hours/week
- 45 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $297,085 related
- Bonus
- $0 + $102,497 related
- Other
- $0 + $72,866 related
- Deferred
- $0 + $45,782 related
- Nontaxable benefits
- $0 + $38,762 related
- Filer's total
- $0 + $556,991 related
-
THOMAS GARTHWAITE
PRESIDENT SJH NORTH (until March 2023)
- Total calculated
- $563,958
- From this org
- $0
- From related orgs
- $462,028
- Other
- $101,930
- Hours/week
- 15 + 31 related
Schedule J breakdown matched by us
- Base
- $0 + $288,306 related
- Bonus
- $0 + $84,472 related
- Other
- $0 + $89,250 related
- Deferred
- $0 + $57,853 related
- Nontaxable benefits
- $0 + $44,077 related
- Filer's total
- $0 + $563,958 related
-
HUGH HADDAN
CLINICAL NURSE III
- Total calculated
- $271,492
- From this org
- $231,535
- From related orgs
- $0
- Other
- $39,957
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $224,031
- Bonus
- $0
- Other
- $7,504
- Deferred
- $11,863
- Nontaxable benefits
- $28,094
- Filer's total
- $271,492
-
JEFFREY LUCK
CLINICAL NURSE II - ER
- Total calculated
- $252,082
- From this org
- $229,985
- From related orgs
- $0
- Other
- $22,097
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $220,671
- Bonus
- $1,550
- Other
- $7,764
- Deferred
- $11,431
- Nontaxable benefits
- $10,666
- Filer's total
- $252,082
-
JULIE SLEAN
CLINICAL NURSE III - ICU
- Total calculated
- $296,117
- From this org
- $278,357
- From related orgs
- $0
- Other
- $17,760
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $272,759
- Bonus
- $350
- Other
- $5,248
- Deferred
- $13,762
- Nontaxable benefits
- $3,999
- Filer's total
- $296,117
-
LYDIA BOUTROS
CLINICAL PHARMACIST
- Total calculated
- $316,292
- From this org
- $292,428
- From related orgs
- $0
- Other
- $23,864
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $276,083
- Bonus
- $4,574
- Other
- $11,771
- Deferred
- $15,124
- Nontaxable benefits
- $8,740
- Filer's total
- $316,292
-
NANETTE WILCOX
ADMIN DIR HEART INSTITUTE
- Total calculated
- $292,273
- From this org
- $244,821
- From related orgs
- $0
- Other
- $47,452
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $207,287
- Bonus
- $26,564
- Other
- $10,970
- Deferred
- $12,184
- Nontaxable benefits
- $35,268
- Filer's total
- $292,274
-
CARL TREMONTI
FORMER VP, CFO BAYCARE HOSP DIV
- 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
-
JENNIFER KOTWICKI
FORMER KEY EMPLOYEE
- Total calculated
- $256,379
- From this org
- $212,035
- From related orgs
- $0
- Other
- $44,344
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $182,029
- Bonus
- $19,001
- Other
- $11,005
- Deferred
- $10,452
- Nontaxable benefits
- $33,892
- Filer's total
- $256,379
-
MATTHEW NOVAK
FORMER PRES SJH SOUTH
- Total calculated
- $712,695
- From this org
- $0
- From related orgs
- $624,479
- Other
- $88,216
- Hours/week
- 0 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $366,192 related
- Bonus
- $0 + $129,135 related
- Other
- $0 + $129,152 related
- Deferred
- $0 + $54,353 related
- Nontaxable benefits
- $0 + $33,863 related
- Filer's total
- $0 + $712,696 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
- 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
- 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 4a Severance or change-of-control payment
- Nathaniel Malcolm received a severance payment in the amount of $360,006 during 2023.
- 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. 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. 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. Matthew Novak - Participated in a supplemental nonqualified deferred compensation plan. He had $41,628 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. He had $31,798 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 $16,381 in 2023. Thomas Garthwaite - Participated in a supplemental nonqualified deferred compensation plan. He had $35,406 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. Philip Minden - Participated in a supplemental nonqualified deferred compensation plan. He had $47,645 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other Compensation. He had $16,006 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 $18,748 in 2023. Sarah Naumowich - Participated in a supplemental nonqualified deferred compensation plan. She had $32,476 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. She had $28,595 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 $12,779 in 2023. Nathaniel Malcolm - Participated in a supplemental nonqualified deferred compensation plan. He had $6,751 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $6,751 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
-
$396,642
Food Insecurity
-
Access to Health and Social Services
-
$156,433
Access to Health and Social Services
-
$122,163
Pediatric Trauma and Surgical Research
-
$115,939
Access to Health and Social Services
-
$110,276
Behavioral Health
-
$89,812
Exercise, Nutrition and Weight
-
$67,001
Access to Health and Social Services
-
Access to Mental Health Services
-
$42,674
Funding Support
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) · SUPPORT SERVICES · FL
Directly controlled by NA
-
501(c)(3) · SUPPORTS SJH · FL
Directly controlled by SJHCC
-
SOUTH FLORIDA BAPTIST HOSPITAL INC
501(c)(3) · MEDICAL SERVICES · FL
Directly controlled by NA
-
ST ANTHONY'S PROF BUILDING & SERVICES
501(c)(3) · REAL ESTATE · FL
Directly controlled by SJHCC
-
ST JOSEPH'S COMMUNITY CARE INC
501(c)(3) · MEDICAL ASSISTANCE · FL
Directly controlled by SJHCC
-
501(c)(3) · HEALTH INVEST · FL
Directly controlled by SJHCC
-
ST JOSEPH'S HEALTH CARE CENTER INC
501(c)(3) · SUPPORT SERVICES · FL
Directly controlled by Trinity
-
ST JOSEPH'S HOSPITAL AUXILIARY INC
501(c)(3) · SUPPORTS SJH · FL
Directly controlled by NA
-
ST JOSEPH'S HOSPITAL OF TAMPA FOUND INC
501(c)(3) · FUNDRAISING · FL
Directly controlled by SJHCC
-
501(c)(3) · health care system management · IN
Directly controlled by NA
-
WOMEN'S HOSPITAL AUXILIARY INC
501(c)(3) · AUXILIARY FOR ST. JOSEPH'S WOMEN'S HOSPITAL · FL
Directly controlled by NA
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.
-
N/A · HEALTH SERVICES · FL
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C Corporation · Holding Company · FL
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423179349304297
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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