2024-02-14T16:18:25+00:00 2022-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2022-01-01 650598653 South Florida Baptist Hospital Foundation Inc SOUT 8137578478 301 North Alexander Street Plant City FL 33563 JANA BUTLER EXECUTIVE DIRECTOR SFBH FOUNDATION 8137578478 2024-02-14 true KAREN KERR 999009999 true Brittney Kocaj P01320603 9542028600 2022 2023-04-26 12:10:37Z JANA BUTLER EXECUTIVE DIRECTOR SFBH FOUNDATION 301 North Alexander Street Plant City FL 33563 2881235 false X www.sfbhfoundation.org X 1995 FL South Florida Baptist Hospital Foundation, Inc. secures, manages and stewards philanthropic support to benefit the healthcare mission of South Florida Baptist Hospital. 27 25 2 105 0 0 416760 461262 0 762914 124852 -14352 -20895 1165322 565219 467149 420186 0 178766 186565 0 122992 87920 63140 733835 669891 431487 -104672 11338579 9501138 53696 36116 11284883 9465022 X South Florida Baptist Hospital Foundation, Inc. secures, manages and stewards philanthropic support to benefit the health care mission of South Florida Baptist Hospital ("SFBH".) false false 295086 295086 South Florida Baptist Hospital Surgery Center is an integral part of our overall success. Our surgery center cares for thousands of patients annually. Our services range from endoscopy to advanced robotic orthopedic procedures. Most of our cases require anesthesia. In 2022, SFBH Foundation supported the surgery department by purchasing 3 new Avance CS2 Anesthesia Machines at $237,394. These state-of-the-art machines will provide our patients with high quality care for years to come. In 2024, we'll be moving to a new larger facility that will allow for more opportunities for procedures to serve our Plant City community. SFBH Foundation also provides support to SFBH in the form of smaller pieces of equipment, supplies, and other assistance as documented and requested by SFBH. 76025 76025 The surgery center also needs updated equipment to serve our surgeons and patients. In 2022 we supported three surgical service lines with equipment: a. Robotic Orthopedic Surgery - The Mako Robot allows for precision accuracy when our Orthopedic Surgeons perform joint replacements. The Foundation purchased Mako Hip Reamer Handles to assist with hip replacement surgery. The cost was $24,606. b. General Surgery - Medtronic Esophageal Manometry Probe / Catheter is used to detect the narrowing or obstruction in the esophagus. The catheter has a limited life span and must be replaced for continued use. The cost was $27,260. c. Bariatric Surgery - SFBH has a certified Bariatric Surgery Program. The Foundation has supported this initiative for many years. In 2022 a Bariatric Patient Lift was purchased to support the patient in their hospital room. This way the nursing team can safely transport the patient before and after surgery from their bed to a chair, wheelchair, or gurney. This important piece of equipment was $8,576. Additionally, the Foundation purchased a Glidescope, an airway visualization system for video laryngoscopy, bronchoscopy, and other airway procedures. This piece of equipment was $15,583. 25075 25075 South Florida Baptist Hospital delivers approximately 500 babies per year. Our Labor & Delivery department performs c-sections when necessary for a safe birth. A Stryker Neptune 3 Rover OB C- Section was purchased for $25,075. This devise measures blood and fluid loss during birth to better monitor Mom's health. The results also give the physician information to prescribe important follow up monitoring and testing after the delivery. 24000 24000 The Foundation Board of Directors has approved scholarship programs to support education and training. $24,000 was awarded to 11 deserving students and team members to pursue college degrees in health-related fields, nursing degrees and conferences to advance skill sets. 24000 24000 420186 true true false false false false false false false false true false false true true false true false false true false false false true false false true false true false false false false false false false false true false false false false true false false false true X 0 0 2 true false false false false false true true false false false false false false X 27 25 true false false false true true false true true false false true true true true true true false false false FL X Mark Canant 8135866489 2700 W Dr Martin Luther King Jr Bd Tampa FL 33607 JACK PEACOCK VICE PRESIDENT 1.0 0 X X 0 0 0 JANA BUTLER EX-OFFICIO/EXECUTIVE DIRECTOR FOUNDATION-SFB 23.0 17.0 X X 116446 0 34158 KAREN KERR EX-OFFICIO/PRESIDENT SFBH 1.0 46.0 X X 0 466102 71035 SHERRIE MUELLER SECRETARY/TREASURER 1.0 0 X X 0 0 0 WILLIAM MORROW PRESIDENT 1.0 1.0 X X 0 0 0 AL WHITAKER TRUSTEE 1.0 0 X 0 0 0 ANN VENNING EX-OFFICIO/AUXILIAN PRESIDENT 1.0 0 X 0 0 0 BRIAN WEST TRUSTEE 1.0 0 X 0 0 0 BRUCE RODWELL COMMUNITY RELATIONS CHAIR 1.0 3.0 X 0 0 0 CARMEN BROWNLEE TRUSTEE 1.0 0 X 0 0 0 COLEMAN DAVIS TRUSTEE 1.0 0 X 0 0 0 DIANE BREWINGTON TRUSTEE 1.0 0 X 0 0 0 DUB MCGINNES TRUSTEE/NOMINATING COMMITTEE CHAIR 1.0 0 X 0 0 0 EDWARD SWINDLE TRUSTEE 1.0 0 X 0 0 0 GEORGE BANNING TRUSTEE 1.0 0 X 0 0 0 GULAB SHER TRUSTEE 1.0 0 X 0 0 0 JIM SCOTT TRUSTEE 1.0 0 X 0 0 0 JOHN DICKS TRUSTEE 1.0 3.0 X 0 0 0 JUDY MARTIN TRUSTEE 1.0 0 X 0 0 0 KIM MCELVEEN TRUSTEE 1.0 0 X 0 0 0 NAYAN PATEL TRUSTEE 1.0 0 X 0 0 0 RAY WOOD TRUSTEE 1.0 0 X 0 0 0 RAYMOND CLIBURN TRUSTEE 1.0 0 X 0 0 0 RHETT ROLLYSON TRUSTEE 1.0 0 X 0 0 0 RONALD WETHERINGTON TRUSTEE 1.0 0 X 0 0 0 STEVE HOWARD TRUSTEE 1.0 0 X 0 0 0 SYLVIA KNOX TRUSTEE 1.0 0 X 0 0 0 116446 466102 105192 1 false true false 0 250883 19000 191379 41410 461262 0 0 0 0 0 248721 248721 0 0 2122121 2245990 -123869 0 -123869 -123869 49131 250883 70026 -20895 -20895 0 0 0 0 0 565219 0 0 103957 420186 420186 133636 0 66818 66818 25526 12763 12763 3018 1509 1509 14949 7475 7474 9436 4718 4718 3997 3997 22655 22655 0 0 0 0 17373 6428 10945 84 84 Fundraising 18765 18765 Dues/Licenses 266 266 0 0 0 0 669891 420186 126713 122992 273997 250418 525 0 0 0 0 0 0 0 0 0 8967859 7454522 1905000 1605000 0 191198 191198 11338579 9501138 19550 6268 0 0 34146 29848 53696 36116 X 8816101 6982232 2468782 2482790 11284883 9465022 11338579 9501138 -104672 -1715189 0 X false true X false false X X 1 South Florida Baptist Hospital 590594631 3 true 420186 0 1 420186 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INVESTMENTS IN FOREIGN ENTITIES 1605000 F 1605000 Due to Affiliates 29848 29848 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Hospital and the Foundation are not-for-profit organizations described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Internal Revenue Code. The Hospital and the Foundation are also exempt from state income taxes. The Hospital and the Foundation account for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Management has determined that no material unrecognized tax benefits or liabilities exist as of December 31, 2022. Central America and the Caribbean 0 0 Investments 896000 East Asia and the Pacific 0 0 Investments 152000 Europe (Including Iceland and Greenland) 0 0 Investments 428000 Europe (Including Iceland and Greenland) 0 0 Investments 3000 Middle East and North Africa 0 0 Investments 14000 North America (Canada & Mexico only) 0 0 Investments 84000 South America 0 0 Investments 25000 Sub-Saharan Africa 0 0 Investments 3000 0 0 0 0 0 0 1605000 0 1605000 false false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SUB-SAHARAN AFRICA-Accrual Diamonds & Denim 194914 162025 32889 6051 29829 3257 10189 Children's Golf Classic 60611 45629 14982 1733 8172 4590 3575 1 44489 43229 1260 2630 300014 250883 49131 7784 8172 34419 3257 16394 70026 -20895 true SOUTH FLORIDA BAPTIST HOSPITAL 301 N ALEXANDER ST PLANT CITY FL 33563 590594631 501(C)(3) 420186 0 N/A N/A GENERAL SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The grants are provided to South Florida Baptist Hospital, and only upon receipt of purchase orders, invoices and other supporting documentation for items purchased. false true false false false false false false false KAREN KERR EX-OFFICIO/PRESIDENT SFBH 0 291621 0 83732 0 90749 0 26783 0 44252 0 537136 0 0 JANA BUTLER EX-OFFICIO/EXECUTIVE DIRECTOR FOUNDATION-SFB 100977 0 7909 0 7560 0 5878 0 28280 0 150604 0 0 0 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 Executive Director. However, the affiliated organization, BayCare Health System Inc., uses a 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 the compensation of the Executive Director of the filing organization. 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. Karen Kerr - Participated in a supplemental nonqualified deferred compensation plan. She had $50,128 in benefits vest in 2022. This amount is included in Part II (B)(iii) Other Compensation. The plan made cash distribution of $19,725 in 2022. X AUCTION ITEMS FOR FUNDRAISING EVENT 158 41410 Selling cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - AUCTION ITEMS FOR FUNDRAISING EVENT - NUMBER OF CONTRIBUTIONS Form 990, Part III, Line 4d Description of other program services (Expenses $ 24,000 including grants of $ 24,000) The Foundation Board of Directors has approved scholarship programs to support education and training. $24,000 was awarded to 11 deserving students and team members to pursue college degrees in health-related fields, nursing degrees and conferences to advance skill sets. Form 990, Part V, Line 1a Number in Box 3 of Form 1096 THE TOTAL NUMBER FROM BOX 3 OF FORM 1096 IS REPORTED BY BAYCARE HEALTH SYSTEM, INC, EIN 59-2796965, AN AFFILIATED ORGANIZATION THAT PROCESSES FORMS 1099 FOR ITS AFFILIATES. SUCH REPORTING ALIGNS THE FORM 1096, BOX 3 REPORTING TO THE ISSUING EIN. Form 990, Part VI, Line 15a Process for determining compensation THE FILING ORGANIZATION RELIES ON BAYCARE HEALTH SYSTEM INC., AN AFFILIATED ORGANIZATION, TO REVIEW THE COMPENSATION OF ITS TOP MANAGEMENT EMPLOYEES. BAYCARE HEALTH SYSTEM, INC. FOLLOWS THE COMPENSATION POLICY OF THE INDEPENDENT COMPENSATION COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE'S PURPOSE IS TO PROVIDE OVERSIGHT FOR THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM, REVIEW AND APPROVE COMPENSATION AND BENEFITS FOR ALL "DISQUALIFIED PERSONS" SUBJECT TO THE INTERMEDIATE SANCTIONS REGULATIONS ISSUED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE (INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER, OTHER SYSTEM AND ENTITY EXECUTIVES, AND OTHER DISQUALIFIED PERSONS AS DEFINED IN THE INTERMEDIATE SANCTIONS REGULATIONS (I.E., VOTING MEMBERS OF THE GOVERNING BODY, FAMILY MEMBERS, FORMER OFFICERS), AND ESTABLISH THE COMPENSATION PHILOSOPHY FOR ALL OTHER EXECUTIVES. THIS COMMITTEE ENGAGES NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS TO ASSIST THEM IN REVIEW OF EXECUTIVE COMPENSATION. THE COMPENSATION CONSULTANTS PROVIDE A REVIEW OF EACH VICE PRESIDENT AND ABOVE IN THE SYSTEM TO DETERMINE IF THAT EMPLOYEE'S COMPENSATION IS REASONABLE WHEN COMPARED AGAINST MARKET STANDARDS. THE DATA REVIEWED COMES FROM COMPENSATION STUDIES THAT INCLUDE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE ORGANIZATION KEEPS CONTEMPORANEOUS MINUTES OF THE COMPENSATION COMMITTEES MEETINGS AND DECISIONS. EXTERNAL CONSULTANTS REVIEW COMPENSATION EVERY OTHER YEAR, THE LAST REVIEW OCCURRING IN 2021, BUT THE COMPENSATION COMMITTEE REGULARLY MONITORS COMPENSATION AND ALL OTHER PROCEDURES ARE FOLLOWED ANNUALLY. Form 990, Part VI, Line 15b Process for determining compensation SEE NARRATIVE FOR PART VI, LINE 15A Form 990, Part VI, Line 1a Delegate broad authority to a committee THE ORGANIZATION HAS COMMITTEES WITH AUTHORITY TO MAKE DECISIONS AND/OR ACT IN REGARD TO SPECIFIC MATTERS. THE COMPOSITION AND SCOPE OF AUTHORITY FOR ANY SUCH COMMITTEES ARE DESCRIBED IN THE ORGANIZATION'S GOVERNING DOCUMENTS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons JACK PEACOCK, RAYMOND L. CLIBURN - Family relationship, SHERRIE MUELLER, W.D. MCGINNES JR., RHETT ROLLYSON - Family relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF SOUTH FLORIDA BAPTIST HOSPITAL FOUNDATION, INC. IS SOUTH FLORIDA BAPTIST HOSPITAL, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body DIRECTORS OF THE FOUNDATION ARE APPOINTED BY THE BOARD OF TRUSTEES OF THE MEMBER, SOUTH FLORIDA BAPTIST HOSPITAL, UPON RECOMMENDATION OF THE FOUNDATION NOMINATING COMMITTEE. Form 990, Part VI, Line 11b Review of form 990 by governing body ONCE THE 990 IS PREPARED, IT IS REVIEWED BY AN EXTERNAL TAX ADVISOR, THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND SECRETARY/TREASURER PRIOR TO FILING. AFTER THEIR REVIEW, IT IS SHARED WITH THE BOARD THEN FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy SOUTH FLORIDA BAPTIST HOSPITAL FOUNDATION HAS TWO SEPARATE CONFLICT OF INTEREST PROCEDURES; ONE THAT RELATES TO BOARD MEMBERS AND ANOTHER THAT RELATES TO NON-BOARD MEMBER EMPLOYEES. BOTH GROUPS ARE REQUIRED ON AN ANNUAL BASIS TO COMPLETE, SIGN AND FILE AN ANNUAL DISCLOSURE STATEMENT DETAILING EXISTING OR POTENTIAL CONFLICTS OF INTEREST. FOR BOARD MEMBERS, THE REVIEW OF CONFLICTS OR POTENTIAL CONFLICTS ARE CONDUCTED BY THE FOUNDATION EXECUTIVE DIRECTOR WITH INPUT FROM THE BAYCARE COMPLIANCE OFFICER WHEN REQUIRED. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS AFFILIATE, BAYCARE HEALTH SYSTEM INC. THE CONSOLIDATED FINANCIAL STATEMENTS OF BAYCARE HEALTH SYSTEM, INC. ARE AVAILABLE THROUGH EMMA FOR BOND INVESTORS. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE FILING OF THOSE DOCUMENTS WITH THE FLORIDA DEPARTMENT OF STATE AND CAN BE LOCATED AT SUNBIZ.ORG. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Schedule F, Part I, Line 3 INVESTMENT IN EUROPE THE FIRST LISTED AMOUNT UNDER EUROPE ($428,000) REPRESENTS THE MARKET VALUE OF INVESTMENTS. THE SECOND LISTED AMOUNT UNDER EUROPE ($3,000) REPRESENTS INVESTMENT RELATED EXPENSE PAID. THE INVESTMENTS ARE REPORTED AT YEAR END MARKET VALUES AND EXPENSES ARE REPORTED AT WHAT WAS ACTUALLY PAID. Part IX, Line 5 Compensation of current officers, directors, trustees, and key employees The executive director's salary is allocated between the foundation and other related organizations. The individual only receives one Form W-2 but the cost to employ the individual is shared amongst the hospital and the foundation. Line 5 reflects the amount of compensation recorded as an expense for the Foundation. SOUTH FLORIDA BAPTIST HOSPITAL 301 N ALEXANDER STREET PLANT CITY FL 335634303 590594631 MEDICAL SERVICES FL 501(c)(3) 3 NA false BayCare Health System Inc 2985 Drew Street CLEARWATER FL 33759 592796965 Support services FL 501(c)(3) Type I NA false false true true false false false false false false false false true false false true false false false false