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Nonprofiteer
← BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC

Form 990 for tax year 2023

Filed by BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC.

Totals

Total revenue
$3,385,911
Total expenses
$3,097,085
Contributions and grants received
$3,056,414
Grants paid
$2,592,437
Program service revenue
$0
Investment income
$537,170
Other revenue
-$207,673
Total assets, end of year
$38,436,203
Total liabilities, end of year
$806,406
Net assets or fund balances, end of year
$37,629,797
Program services expenses (Part IX)
$2,592,437
Management and general expenses
$504,648
Fundraising expenses
$0
Program service expenses (Part III)
$2,592,437

Program services were 83.7% 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.

  • 1c · Fundraising events

    $563,667

  • 1f · All other contributions, gifts and grants

    $2,492,747

  • 1g · Noncash contributions included above

    $30,121

  • 3 · Investment income

    total $314,601 · excluded $314,601

  • 7a · Gross sales of assets other than inventory

    securities $2,303,887

  • 7b · Less cost or other basis and sales expenses

    securities $2,081,318

  • 7c · Gain or loss

    securities $222,569

  • 7d · Net gain or loss

    total $222,569 · excluded $222,569

  • 8a · Fundraising events: gross income

    $36,680

  • 8a · Fundraising events: contributions included on line 1c

    $563,667

  • 8b · Fundraising events: direct expenses

    $244,353

  • 8c · Net income from fundraising events

    total -$207,673 · excluded -$207,673

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,452,757 · program services $2,452,757

  • 2 · Grants to domestic individuals

    total $139,680 · program services $139,680

  • 11a · Fees: management

    total $400,000 · management and general $400,000

  • 11f · Fees: investment management

    total $74,925 · management and general $74,925

  • 24a · Other expenses: ANNUITY RELATED EXPENSE

    total $29,723 · management and general $29,723

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $534,439 · end of year $768,304

  • 3 · Pledges and grants receivable

    beginning of year $62,050 · end of year $76,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,530 · end of year $9,364

  • 11 · Investments: publicly traded securities

    beginning of year $10,642,666 · end of year $11,557,858

  • 15 · Other assets

    beginning of year $24,361,687 · end of year $26,024,177

  • 25 · Other liabilities

    beginning of year $895,984 · end of year $806,406

  • 27 · Net assets without donor restrictions

    beginning of year $3,531,188 · end of year $4,122,330

  • 28 · Net assets with donor restrictions

    beginning of year $31,189,200 · end of year $33,507,467

Mission and programs · 2023

Mission

TO PROVIDE CHARITABLE RESOURCES TO SUPPORT THE CONTINUED IMPROVEMENT OF HEALTH, PROVIDE SOCIAL ASSISTANCE AND PROMOTE EDUCATION FOR COMMUNITIES SERVED BY THE BAPTIST HEALTH SYSTEM'S JOINT VENTURED HOSPITALS IN A WAY THAT FURTHERS THE HEALING MINISTRY OF JESUS CHRIST.

Activities or mission (Part I)

TO ASSIST, ADVANCE AND STRENGTHEN BROOKWOOD BAPTIST HEALTH SYSTEM'S CHARITABLE ENDEAVORS BY SUPPORTING ITS HEALTHCARE MINISTRY AND MEDICAL EDUCATION PROGRAM.

  • PROVIDE FOR CHARITY CARE AND BENEVOLENCE TO THE PATIENTS AND EMPLOYEES OF THE BROOKWOOD BAPTIST HEALTH SYSTEM WHO HAVE DEMONSTRATED NEED FOR FINANCIAL ASSISTANCE. THE BAPTIST HEALTH FOUNDATION WAS ABLE TO PROVIDE ASSISTANCE TO OVER 500 PATIENTS AND 15 EMPLOYEES DURING THE YEAR.$ 1,097,762 LUCILLE BEESON INDIGENT CARE $ 122,942 DWIGHT BEESON INDIGENT CARE $ 75,797 PATIENT ASSISTANCE$ 22,633 EMPLOYEE ASSISTANCE$ 1,319,134 TOTAL

    Expenses $1,319,134 · Grants $1,319,134

  • PROVIDE ASSISTANCE FOR CHARITABLE PROGRAMS OF THE BROOKWOOD BAPTIST HEALTH SYSTEM TO IMPROVE PATIENT CARE AND EDUCATION OF RESIDENTS IN CENTRAL ALABAMA. DURING THE YEAR THE FOLLOWING FUNDS WERE USED TO SUPPORT PROGRAMS WITHIN THE BROOKWOOD BAPTIST HEALTH SYSTEM.$641,084 PASTORAL CARE - CHRISTIAN ART, CHAPLAIN SUPPORT, EDUCATION AND BIBLES $138,011 HOSPITAL SUPPORT- NIC VIEW CAMERAS AND OTHER$ 11,322 SUPPORT OF MEDICAL EDUCATION$ 1,636 PATIENT AND EMPLOYEE SUPPORT PROGRAMS - HEALTH FAIRS, ETC.$792,053 TOTAL

    Expenses $792,053 · Grants $792,053

  • THE BAPTIST HEALTH FOUNDATION PROVIDES GRANTS TO NONPROFIT ENTITIES WITH SIMILAR MISSIONS AND VALUES FOR VARIOUS HEALTHCARE NEEDS. DURING THE CURRENT YEAR, THE FOUNDATION AWARDED $440,000 TO 40 DIFFERENT NONPROFIT ENTITIES. SEE SCHEDULE I FOR THOSE ENTITIES GREATER THAN $5,000 INDIVIDUALLY.

    Expenses $440,000 · Grants $440,000

  • THE BAPTIST HEALTH FOUNDATION PROVIDES SCHOLARSHIPS AND PROGRAMS FOR STUDENTS WHO HAVE EITHER SHOWN AN INTEREST IN HEALTHCARE OR ARE CURRENTLY PURSUING A DEGREE IN HEALTHCARE AS WELL AS PROVIDES FUNDING FOR EMPLOYEES AND COMMUNITY MEMBERS TO PARTICIPATE IN MISSION TRIPS WITH LOCAL CHURCHES OR AS PART OF MEDICAL MISSIONS WITH LOCAL PHYSICIANS.$ 24,750 SAMFORD SCHOOL OF NURSING SCHOLARSHIPS (8 SCHOLARSHIPS)$ 16,500 MEDICAL MISSION TRIPS$ 41,250 TOTAL

    Expenses $41,250 · Grants $41,250

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ragan Cain

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Bob Greene

    CHAIR, FINANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • Brenda Hackney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Scott Jr

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Jim Foyt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Katie Baker Lasker

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Baker Crow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Malcolm Morrow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jenny Sneed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Allen

    EX-OFFICIO MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lindsey Puckett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Sanders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melondie Carter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alison Scott

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • Eric Jeffries

    CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    40

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2024
IRS schema version
2023v5.0
Source object
202411229349302966

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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