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Nonprofiteer
← BAYCARE HOME CARE INC

Form 990 for tax year 2022

Filed by BAYCARE HOME CARE INC.

Totals

Total revenue
$193,184,680
Total expenses
$193,611,714
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$190,375,190
Investment income
$157,729
Other revenue
$2,651,761
Total assets, end of year
$56,262,898
Total liabilities, end of year
$17,786,542
Net assets or fund balances, end of year
$38,476,356
Program services expenses (Part IX)
$176,954,365
Management and general expenses
$16,657,349
Fundraising expenses
$0
Program service expenses (Part III)
$176,954,365

Program services were 91.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • C TODD JONES

    Trustee/INTERIM CHIEF AMBULATORY SERVICES OFFICER

    Total calculated
    $576,801
    From this org
    $0
    From related orgs
    $474,200
    Other
    $102,601
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,574 related
    Bonus
    $0 + $89,900 related
    Other
    $0 + $29,727 related
    Deferred
    $0 + $57,036 related
    Nontaxable benefits
    $0 + $45,565 related
    Filer's total
    $0 + $576,801 related

  • CARL TREMONTI

    TRUSTEE/TREASURER/SECRETARY/VP, CFO BMG, AMB

    Total calculated
    $741,435
    From this org
    $0
    From related orgs
    $668,077
    Other
    $73,358
    Hours/week
    10 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $429,704 related
    Bonus
    $0 + $114,286 related
    Other
    $0 + $124,088 related
    Deferred
    $0 + $49,184 related
    Nontaxable benefits
    $0 + $24,174 related
    Filer's total
    $0 + $741,435 related

  • JAMES COTE

    TRUSTEE/PRESIDENT/CHIEF AMBULATORY SERVICES OFFICER (until July 2022)

    Total calculated
    $539,472
    From this org
    $0
    From related orgs
    $476,997
    Other
    $62,475
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,202 related
    Bonus
    $0 + $144,934 related
    Other
    $0 + $113,861 related
    Deferred
    $0 + $44,278 related
    Nontaxable benefits
    $0 + $18,197 related
    Filer's total
    $0 + $539,472 related

  • GLENN WATERS

    TRUSTEE/EVP, COO BAYCARE (until Oct 2022)

    Total calculated
    $4,116,960
    From this org
    $0
    From related orgs
    $3,983,800
    Other
    $133,160
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $814,968 related
    Bonus
    $0 + $430,922 related
    Other
    $0 + $2,737,911 related
    Deferred
    $0 + $85,787 related
    Nontaxable benefits
    $0 + $47,373 related
    Filer's total
    $0 + $4,116,961 related

  • KATHRYN MCGUIRE

    TRUSTEE/VP, HOMECARE EXP AND OPERATIONS

    Total calculated
    $532,853
    From this org
    $484,303
    From related orgs
    $0
    Other
    $48,550
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $323,027
    Bonus
    $73,156
    Other
    $88,120
    Deferred
    $15,818
    Nontaxable benefits
    $32,731
    Filer's total
    $532,852

  • LANCE GREEN

    TRUSTEE/CFO LAKELAND REGIONAL HEALTH SYSTEM

    Total calculated
    $0
    Hours/week
    1

  • LOUIS GALDIERI

    Trustee/CHIEF OPERATING OFFICER

    Total calculated
    $938,879
    From this org
    $0
    From related orgs
    $832,504
    Other
    $106,375
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,974 related
    Bonus
    $0 + $188,440 related
    Other
    $0 + $134,090 related
    Deferred
    $0 + $59,352 related
    Nontaxable benefits
    $0 + $47,024 related
    Filer's total
    $0 + $938,880 related

  • WILLIAM WOELTJEN

    TRUSTEE/CFO SARASOTA MEMORIAL HOSP

    Total calculated
    $0
    Hours/week
    1

  • JANET WILBUR

    DIRECTOR, CLINICAL HOME CARE

    Total calculated
    $212,861
    From this org
    $182,783
    From related orgs
    $0
    Other
    $30,078
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $152,612
    Bonus
    $17,806
    Other
    $12,365
    Deferred
    $8,555
    Nontaxable benefits
    $21,523
    Filer's total
    $212,860

  • NORIKO KAY

    DIRECTOR PHARMACY - HOME CARE

    Total calculated
    $203,040
    From this org
    $178,779
    From related orgs
    $0
    Other
    $24,261
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $165,823
    Bonus
    $12,830
    Other
    $126
    Deferred
    $8,667
    Nontaxable benefits
    $15,593
    Filer's total
    $203,040

  • SHANNON DOUGLAS

    DIRECTOR CLINICAL HOME CARE

    Total calculated
    $210,446
    From this org
    $173,428
    From related orgs
    $0
    Other
    $37,018
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $146,735
    Bonus
    $16,758
    Other
    $9,935
    Deferred
    $8,302
    Nontaxable benefits
    $28,716
    Filer's total
    $210,446

  • JOLINDA SCHRAG

    MANAGER FAITH COMMUNITY NURSING TRANSITIONAL CARE

    Total calculated
    $188,630
    From this org
    $148,185
    From related orgs
    $17,866
    Other
    $22,579
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $128,991 + $17,544 related
    Bonus
    $17,403 + $125 related
    Other
    $1,791 + $197 related
    Deferred
    $7,956
    Nontaxable benefits
    $14,623
    Filer's total
    $170,764 + $17,866 related

  • LINDA SIMONS

    DIRECTOR OPERATIONS HOME CARE

    Total calculated
    $242,414
    From this org
    $202,416
    From related orgs
    $0
    Other
    $39,998
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $168,861
    Bonus
    $18,242
    Other
    $15,313
    Deferred
    $9,603
    Nontaxable benefits
    $30,395
    Filer's total
    $242,414

  • MICHAEL CILUFFO

    INFUSION PHARMACIST

    Total calculated
    $190,918
    From this org
    $166,045
    From related orgs
    $0
    Other
    $24,873
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $157,724
    Bonus
    $775
    Other
    $7,546
    Deferred
    $8,254
    Nontaxable benefits
    $16,619
    Filer's total
    $190,918

  • STEVEN HIRSCHFIELD

    PHARMACY INFORMATICS SPECIALIST

    Total calculated
    $205,030
    From this org
    $159,473
    From related orgs
    $0
    Other
    $45,557
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $150,565
    Bonus
    $950
    Other
    $7,958
    Deferred
    $8,338
    Nontaxable benefits
    $37,219
    Filer's total
    $205,029

  • TRACY JANHONEN

    MANAGER DATA CENTER

    Total calculated
    $206,644
    From this org
    $174,591
    From related orgs
    $0
    Other
    $32,053
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $155,960
    Bonus
    $12,021
    Other
    $6,610
    Deferred
    $8,442
    Nontaxable benefits
    $23,611
    Filer's total
    $206,643

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 top management official. 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 top management official of the filing organization.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Glenn Waters received a severance payment in the amount of $2,399,968 during 2022.
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. Glenn Waters - Participated in a supplemental nonqualified deferred compensation plan. He had $195,493 in benefits vest in 2022. This amount is included in Part II (B)(iii) Other Compensation. The plan made cash distribution of $76,927 in 2022. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $74,365 in benefits vest in 2022. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $29,263 in 2022. C. Todd Jones - Participated in a supplemental nonqualified deferred compensation plan. He had $41,020 of nonvested benefits accrue during 2022. This amount is included in Part II (C) Retirement and other deferred compensation. James Cote - Participated in a supplemental nonqualified deferred compensation plan. He had $59,449 in benefits vest in 2022. This amount is included in Part II (B)(iii) Other compensation. He had $42,609 of nonvested benefits accrue during 2022. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $23,393 in 2022. Kathryn McGuire - Participated in a supplemental nonqualified deferred compensation plan. She had $39,860 in benefits vest in 2022.This amount is included in Part II (B)(iii) Other Compensation. She became 100% vested in 2022. Louis Galdieri - Participated in a supplemental nonqualified deferred compensation plan. He had $91,506 in benefits vest in 2022. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $36,008 in 2022.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CARE RIDE LLC

    TRANSPORT SERVICES · FL · income $140 · assets $0

    Directly controlled by BC HOMECARE

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 · INSURANCE CAPTIVE · CJ

    Directly controlled by NA

  • MEDSPECIALISTS INC

    C Corporation · PAYROLL SERVICES · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
13 February 2024
IRS schema version
2022v5.0
Source object
202410449349301926

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