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Nonprofiteer
← BJC HEALTH SYSTEM

Form 990 for tax year 2023

Filed by BJC HEALTH SYSTEM.

Totals

Total revenue
$1,578,636,885
Total expenses
$1,274,958,450
Contributions and grants received
$1,114,416
Grants paid
$3,927,415
Program service revenue
$1,133,704,981
Investment income
$256,117,528
Other revenue
$187,699,960
Total assets, end of year
$7,180,662,304
Total liabilities, end of year
$3,462,592,372
Net assets or fund balances, end of year
$3,718,069,932
Program services expenses (Part IX)
$930,049,642
Management and general expenses
$344,908,808
Fundraising expenses
$0
Program service expenses (Part III)
$930,049,642

Program services were 72.9% 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

    $492,034

  • 1e · Government grants (contributions)

    $612,382

  • 1f · All other contributions, gifts and grants

    $10,000

  • 2a · Program service revenue: SVCS TO AFFILIATES

    total $973,600,475 · related or exempt $973,600,475

  • 2b · Program service revenue: PROGRAM SVC REVENUE

    total $150,197,184 · related or exempt $150,197,184

  • 2c · Program service revenue: WASHINGTON UNIV OTHER

    total $8,793,974 · related or exempt $8,793,974

  • 2d · Program service revenue: PROGRAM RENTAL SERVICE

    total $815,888 · related or exempt $815,888

  • 2e · Program service revenue: BILLING REVENUE

    total $183,684 · related or exempt $183,684

  • 2f · All other program service revenue

    total $113,776 · related or exempt $113,776

  • 3 · Investment income

    total $113,248,865 · unrelated business -$9,981,151 · excluded $123,230,016

  • 6a · Gross rents

    real property $89,180

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $89,180

  • 6d · Net rental income or loss

    total $89,180 · excluded $89,180

  • 7a · Gross sales of assets other than inventory

    securities $2,398,480,854 · other assets $1,261

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

    securities $2,255,393,150 · other assets $220,302

  • 7c · Gain or loss

    securities $143,087,704 · other assets -$219,041

  • 7d · Net gain or loss

    total $142,868,663 · excluded $142,868,663

  • 10a · Gross sales of inventory

    $5,262

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $5,262 · excluded $5,262

  • 11a · Other revenue: EMPLOYEE PHARMACY

    total $79,729,627 · excluded $79,729,627

  • 11b · Other revenue: ADMIN PURCH SERV

    total $14,849,213 · excluded $14,849,213

  • 11c · Other revenue: CLIN ENG & TRAIN REV

    total $6,000,666 · unrelated business $6,000,666

  • 11d · All other revenue

    total $87,026,012 · unrelated business -$921,098 · excluded $87,947,110

  • 11e · Other revenue, total

    $187,605,518

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,773,633 · program services $3,773,633

  • 2 · Grants to domestic individuals

    total $153,782 · program services $153,782

  • 5 · Compensation of officers, directors and key employees

    total $32,064,273 · management and general $32,064,273

  • 6 · Compensation of disqualified persons

    total $231,444 · management and general $231,444

  • 7 · Other salaries and wages

    total $501,598,777 · program services $394,587,196 · management and general $107,011,581

  • 8 · Pension plan contributions

    total $27,359,126 · program services $21,986,378 · management and general $5,372,748

  • 9 · Other employee benefits

    total $62,356,163 · program services $49,968,175 · management and general $12,387,988

  • 10 · Payroll taxes

    total $34,704,408 · program services $26,340,700 · management and general $8,363,708

  • 11a · Fees: management

    total $307,287 · program services $61,886 · management and general $245,401

  • 11b · Fees: legal

    total $5,679,585 · management and general $5,679,585

  • 11c · Fees: accounting

    total $1,215,322 · management and general $1,215,322

  • 11d · Fees: lobbying

    total $407,382 · management and general $407,382

  • 11f · Fees: investment management

    total $5,150,941 · management and general $5,150,941

  • 11g · Fees: other

    total $162,421,487 · program services $116,201,202 · management and general $46,220,285

  • 12 · Advertising and promotion

    total $9,260,778 · program services $930,866 · management and general $8,329,912

  • 13 · Office expenses

    total $7,178,972 · program services $5,521,727 · management and general $1,657,245

  • 14 · Information technology

    total $89,967,143 · program services $58,032,923 · management and general $31,934,220

  • 16 · Occupancy

    total $47,247,626 · program services $40,039,386 · management and general $7,208,240

  • 17 · Travel

    total $2,176,071 · program services $1,787,774 · management and general $388,297

  • 19 · Conferences, conventions and meetings

    total $1,748,757 · program services $1,228,560 · management and general $520,197

  • 20 · Interest

    total $10,405,295 · management and general $10,405,295

  • 22 · Depreciation, depletion and amortization

    total $17,825,026 · program services $17,746,314 · management and general $78,712

  • 23 · Insurance

    total $9,136,744 · program services $9,136,744

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $88,851,335 · program services $71,298,394 · management and general $17,552,941

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $86,756,518 · program services $86,756,518

  • 24c · Other expenses: RECRUITMENT

    total $5,837,989 · program services $196,006 · management and general $5,641,983

  • 24d · Other expenses: BANK FEES

    total $5,657,553 · program services $5,508,854 · management and general $148,699

  • 24e · All other expenses

    total $55,485,033 · program services $18,792,624 · management and general $36,692,409

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$9,978 · end of year -$2,706

  • 2 · Savings and temporary cash investments

    beginning of year $148,000,931 · end of year $119,699,991

  • 4 · Accounts receivable

    beginning of year $4,983,176 · end of year $9,916,737

  • 7 · Other notes and loans receivable

    beginning of year $2,987,964 · end of year $6,440,534

  • 8 · Inventories for sale or use

    beginning of year $49,836,917 · end of year $50,519,028

  • 9 · Prepaid expenses and deferred charges

    beginning of year $73,149,645 · end of year $73,287,239

  • 10a · Land, buildings and equipment: cost or other basis

    $443,377,636

  • 10b · Land, buildings and equipment: accumulated depreciation

    $186,973,337

  • 10c · Land, buildings and equipment, net

    beginning of year $211,184,193 · end of year $256,404,299

  • 11 · Investments: publicly traded securities

    beginning of year $1,847,059,564 · end of year $2,418,935,473

  • 12 · Investments: other securities

    beginning of year $4,034,443,767 · end of year $3,939,287,238

  • 13 · Investments: program-related

    beginning of year $31,956,231 · end of year $67,422,157

  • 15 · Other assets

    beginning of year $242,740,885 · end of year $238,752,314

  • 17 · Accounts payable and accrued expenses

    beginning of year $390,939,691 · end of year $441,329,652

  • 19 · Deferred revenue

    beginning of year $41,604,967 · end of year $1,379,746

  • 20 · Tax-exempt bond liabilities

    beginning of year $2,035,388,994 · end of year $2,158,604,534

  • 25 · Other liabilities

    beginning of year $836,510,381 · end of year $861,278,440

  • 27 · Net assets without donor restrictions

    beginning of year $3,341,824,262 · end of year $3,717,827,884

  • 28 · Net assets with donor restrictions

    beginning of year $65,000 · end of year $242,048

Mission and programs · 2023

Mission

BJC HEALTH SYSTEM (BJC) IS THE PARENT CORPORATION OF A NONPROFIT HEALTH CARE ORGANIZATION SERVING PRIMARILY THE RESIDENTS OF METROPOLITAN ST. LOUIS, MID-MISSOURI AND SOUTHERN ILLINOIS IN URBAN, SUBURBAN AND RURAL COMMUNITIES. (SEE SCHEDULE O FOR REMAINDER OF MISSION STATEMENT.) BJC OPERATES 14 LICENSED HOSPITALS AND MULTIPLE COMMUNITY HEALTH LOCATIONS WHICH PROVIDE INPATIENT AND OUTPATIENT CARE, REHABILITATION, PRIMARY CARE, HOME CARE, HOSPICE, LONG-TERM CARE, COMMUNITY MENTAL HEALTH, WORKPLACE HEALTH AND COMMUNITY HEALTH AND WELLNESS. BJC ALSO SUPPORTS THE TRAINING OF FUTURE HEALTH PROFESSIONALS; ADVANCEMENT OF MEDICAL RESEARCH; REGIONAL HEALTH SAFETY NET SERVICES AND EMERGENCY PREPAREDNESS; COMMUNITY OUTREACH AND HEALTH LITERACY; AND REGIONAL ECONOMIC DEVELOPMENT.

Activities or mission (Part I)

HEALTHCARE SERVICES AND HEALTH EDUCATION TO COMMUNITIES WE SERVE.

  • 2023 BJC MEDICAL GROUP - BJC MEDICAL GROUP EMPLOYS 218 PHYSICIANS WITH A RANGE OF MEDICAL AND SURGICAL SPECIALTIES. THE PHYSICIANS SERVE PATIENTS IN ST. LOUIS, MO; FARMINGTON, MO; SULLIVAN, MO; AND SOUTHERN ILLINOIS. BJC MEDICAL GROUP EMPLOYS PROVIDERS ASSOCIATED WITH BJC HEALTHCARE HOSPITALS. THE MEDICAL GROUP ALSO PARTNERS WITH PRIVATE PHYSICIANS AND BJC HOSPITALS TO RECRUIT PHYSICIANS TO GROWING MARKETS. PHYSICIAN RECRUITS INCLUDE BOTH PRIMARY AND SPECIALTY PHYSICIANS. THE ORGANIZATION HAD 799,744 VISITS.

    Expenses $267,174,253 · Revenue $267,174,253

  • BJC INFORMATION SERVICES AND TECHNOLOGY SERVICES DEPARTMENT PLANS, DEVELOPS AND SUPPORTS INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS INITIATIVES THROUGHOUT BJC. THE 400-PERSON DEPARTMENT MAINTAINS THE ORGANIZATION'S TECHNOLOGY INFRASTRUCTURE AND ACHIEVES SPECIFIC STRATEGIC GOALS RELATED TO CLINICAL CARE, PATIENT SAFETY AND EVIDENCE-BASED MEDICINE, PROCESS SIMPLIFICATION AND STANDARDIZATION, AUTOMATION, EDUCATION, WORKFORCE DEVELOPMENT, FINANCIAL MANAGEMENT AND PATIENT SATISFACTION. BJC HOSPITALS BENEFIT FROM THE CENTRALIZED DEPTH OF INFORMATION SERVICES KNOWLEDGE AND THE COMMITMENT TO INNOVATIVE TECHNOLOGY SOLUTIONS.

    Expenses $172,263,130 · Revenue $172,263,130

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $80,022,497 · Revenue $80,022,497

  • BJC IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE AND COMMUNITIES IT SERVES THROUGH LEADERSHIP, EDUCATION, INNOVATION AND EXCELLENCE IN MEDICINE. OTHER PROGRAMS AND SUPPORT SERVICES INCLUDE: MATERIAL SERVICES, QUALITY MANAGEMENT, FINANCE, LEGAL, AND COMMUNICATIONS.

    Expenses $410,589,762 · Grants $3,927,415 · Revenue $614,245,101

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Bjc Health Sys Group Return

    SEE SCHEDULE 0

    Total calculated
    $23,944,123
    From this org
    $20,593,851
    From related orgs
    $0
    Other
    $3,350,272
    Hours/week
    40

  • Bjc Health Sys Group Return

    SEE SCHEDULE 0

    Total calculated
    $1,180,752
    From this org
    $1,027,807
    From related orgs
    $0
    Other
    $152,945
    Hours/week
    40

  • Bjc Health Sys Group Return

    SEE SCHEDULE 0

    Total calculated
    $5,191,574
    From this org
    $4,999,935
    From related orgs
    $0
    Other
    $191,639
    Hours/week
    40

  • Bjc Health Sys Group Return

    FORMER SCHEDULE 0

    Total calculated
    $1,128,259
    From this org
    $877,246
    From related orgs
    $0
    Other
    $251,013
    Hours/week
    0

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.

Schedule J

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • Bjc Health Sys Group Return

    SEE SCHEDULE 0

    Schedule J breakdown

    Base
    $13,148,661
    Bonus
    $7,160,675
    Other
    $284,515
    Deferred
    $1,650,878
    Nontaxable benefits
    $1,699,394
    Filer's total
    $23,944,123

  • Bjc Health Sys Group Return

    SEE SCHEDULE 0

    Schedule J breakdown

    Base
    $4,617,417
    Bonus
    $372,658
    Other
    $9,860
    Deferred
    $118,847
    Nontaxable benefits
    $72,792
    Filer's total
    $5,191,574

  • Bjc Health Sys Group Return

    SEE SCHEDULE 0

    Schedule J breakdown

    Base
    $541,824
    Bonus
    $481,363
    Other
    $4,620
    Deferred
    $83,128
    Nontaxable benefits
    $69,817
    Filer's total
    $1,180,752

  • Bjc Health Sys Group Return

    FORMER SCHEDULE 0

    Schedule J breakdown

    Base
    $604,643
    Bonus
    $266,611
    Other
    $5,992
    Deferred
    $138,600
    Nontaxable benefits
    $112,413
    Filer's total
    $1,128,259

Answered yes

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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 1A
PURSUANT TO TREASURY REG SECTION 1.6033-2(D)(5), BJC HEALTH SYSTEM HAS ELECTED TO REPORT INFORMATION ABOUT CONTRIBUTIONS, GIFTS & GRANTS, COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS AND CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE GROUP RETURN OF BJC HEALTH SYSTEM GROUP, EIN 75-3052953.
PART I, LINE 4
PURSUANT TO TREASURY REG SECTION 1.6033-2(D)(5), BJC HEALTH SYSTEM HAS ELECTED TO REPORT INFORMATION ABOUT CONTRIBUTIONS, GIFTS & GRANTS, COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS AND CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE GROUP RETURN OF BJC HEALTH SYSTEM GROUP, EIN 75-3052953.

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

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.

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.

  • PHYSICIAN GROUPS LC

    PROFESSIONAL FEES & BILLING SVCS · MO · income $267,174,253 · assets $30,402,122

    Directly controlled by BJC HEALTH SYSTEM

  • MYHEALTH FOLDERS LLC

    HEALTH AWARENESS COMMUNICATIONS · MO · income $0 · assets $0

    Directly controlled by BJC HEALTH SYSTEM

  • BJC HEALTHCARE ACO LLC

    HEALTH CARE SERVICES · MO · income $11,153,500 · assets $59,098

    Directly controlled by BJC HEALTH SYSTEM

  • BMCA PRIVATE EQUITY LLC

    INVESTMENT HOLDINGS · MO · income $0 · assets $0

    Directly controlled by BJC HEALTH SYSTEM

  • BMCA GROWTH LLC

    INVESTMENT HOLDINGS · MO · income $0 · assets $0

    Directly controlled by BJC HEALTH SYSTEM

  • BMCA INCOME LLC

    INVESTMENT HOLDINGS · MO · income $0 · assets $0

    Directly controlled by BJC HEALTH SYSTEM

  • BHS INNOVATION LLC

    INVESTMENT HOLDINGS · MO · income $0 · assets $0

    Directly controlled by BJC HEALTH SYSTEM

  • METRO-EAST DEVELOPMENT LLC

    INVESTMENT HOLDINGS · MO · income $0 · assets $0

    Directly controlled by BJC HEALTH SYSTEM

  • BJC AMICI LLC

    HEALTH CARE ADMIN SUPPORT SVCS · MO · income $0 · assets $0

    Directly controlled by BJC HEALTH SYSTEM

  • SOULARD SECOND STREET LLC

    INVESTMENT HOLDINGS · MO · income $0 · assets $0

    Directly controlled by BJC HEALTH SYSTEM

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • THE HEART CARE INSTITUTE LLC

    MEDICAL SERVICES · MO

  • GAMMA KNIFE CENTER AT BARNES JEWISH HOSP LLC

    OUTPATIENT CARE SERVICES · MO

  • THE REHABILITATION INSTITUTE OF ST LOUIS LLC

    RELATED · MEDICAL SERVICES · AL · 50% owned · share of income $68,152 · share of assets $20,015,475 · general or managing partner

    Directly controlled by BJC HEALTH SYSTEM

  • THE REHABILITATION INSTITUTE OF SOUTHERN ILLINOIS LLC

    RELATED · MEDICAL SERVICES · AL · 50% owned · share of income -$147,622 · share of assets $11,493,920 · general or managing partner

    Directly controlled by BJC HEALTH SYSTEM

  • CHILDREN'S DISCOVERY INSTITUTE LLC

    SEARCH FOR CURES OF PEDIATRIC DISEASES · MO

  • Y-SIHVI LLC

    PHYSICAL THERAPY & FITNESS · IL

  • SOUTHWEST ILLINOIS HEALTH SERVICES REAL ESTATE LLP

    COMMERCIAL REAL ESTATE · IL

  • ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

    RELATED · MEDICAL SERVICES · MO · 50% owned · general or managing partner

    Directly controlled by BJC HEALTH SYSTEM

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ATG ASSURANCE COMPANY LTD

    C · INSURANCE · CJ · 100% owned · share of income $5,174,482 · share of assets $63,161,101

    Directly controlled by BJC HEALTH SYSTEM

  • PF SERVICES INC

    C · MANAGEMENT SERVICES · MO

  • MB MEDICAL SERVICES INC

    C · HEALTHCARE SERVICES · MO

  • ACTIVUM SG FEEDER FUND VII LP

    C · INVESTMENT HOLDINGS · JE · 54.97% owned · share of income -$11,350,199 · share of assets $14,876,964

    Directly controlled by BJC HEALTH SYSTEM

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349315762

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