2025-11-13T15:10:45+00:00 2024-12-31 440160260 Forvis Mazars LLP PO Box 3667 Little Rock AR 722033667 990 2024-01-01 237169407 Baptist Health Foundation Inc BAPT 5012022000 9601 BAPTIST HEALTH DRIVE LITTLE ROCK AR 72205 STEVEN ROSE VP FIN & ACCOUNTING 5012022233 2025-11-13 true true Amber Sherrill P00748683 5013721040 2025-11-13 2024 2025-03-06 01:10:19Z STEVEN ROSE 9601 BAPTIST HEALTH DRIVE LITTLE ROCK AR 72205 31785423 false X WWW.BAPTISTHEALTHFOUNDATION.ORG X 1972 AR TO PROVIDE FUNDS IN THE FORM OF GIFTS, GRANTS,& SERVICES TO BAPTIST HEALTH AND OTHER CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THEIR SCIENTIFIC, LITERARY, & EDUCATIONAL PURPOSES. 26 24 10 185 33694 23190 4362132 4919672 0 0 1264338 4781035 -204488 -192896 5421982 9507811 1562505 2886788 0 0 863401 801669 0 0 435499 552221 530758 2978127 4219215 2443855 5288596 41096237 46057891 1418505 2093524 39677732 43964367 TO PROVIDE FUNDS IN THE FORM OF GIFTS, GRANTS, AND SERVICES TO BAPTIST HEALTH AND OTHER CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THEIR SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES. false false 3040873 2886788 0 TO PROVIDE FUNDS IN THE FORM OF GIFTS, GRANTS, AND SERVICES TO BAPTIST HEALTH HOSPITALS & OTHER CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THEIR SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES. 3040873 true true false false false false false false false true true true false false true false true true false false true false false false true false false true true true false false false false false false false false false false true false false false false true true true false false true X 0 0 10 true true true true EI false false false true true false false false true false false false X 26 24 false false false false false true false true true false false false false true true true true true true true false false AR X STEVEN ROSE 5012022233 9601 BAPTIST HEALTH DRIVE LITTLE ROCK AR 72205 BRENT BEAULIEU TREASURER 0.1 42.0 X X 0 1124493 44485 KIMBERLY PRUITT VICE CHAIR 0.2 0 X X 0 0 0 LAUREN STEEL SECRETARY 0.2 0 X X 0 0 0 TIM MCMENNAMY CHAIR 0.2 0 X X 0 0 0 ANTHONY BROOKS TRUSTEE 0.1 0 X 0 0 0 CARA BUTLER TRUSTEE 0.1 0 X 0 0 0 CATHY OWEN TRUSTEE 0.1 0 X 0 0 0 DANIELLE COLLIE TRUSTEE 0.1 0 X 0 0 0 DAVID JONES TRUSTEE 0.2 0 X 0 0 0 ELIZABETH MACHEN TRUSTEE 0.1 0 X 0 0 0 HEATH HARPER TRUSTEE 0.1 0 X 0 0 0 JIMMY HAMMOCK TRUSTEE 0.2 0 X 0 0 0 JR BIZZELL TRUSTEE 0.1 0 X 0 0 0 KELLY IMHOFF TRUSTEE 0.1 0 X 0 0 0 MARC HEFLIN TRUSTEE 0.1 0 X 0 0 0 MATT BLAYLOCK TRUSTEE 0.1 0 X 0 0 0 MATT JONES TRUSTEE 0.1 0 X 0 0 0 MATT OLSON TRUSTEE 0.1 0 X 0 0 0 MIKE RICHARDSON TRUSTEE 0.1 0 X 0 0 0 MIKE SHEPARD TRUSTEE 0.1 0 X 0 0 0 MILLIE WARD TRUSTEE 0.1 0 X 0 0 0 RAMEY MARSHELL MD TRUSTEE 0.1 0 X 0 0 0 RYAN FITZGERALD TRUSTEE 0.1 0 X 0 0 0 TONYA HOOKS TRUSTEE 0.1 0 X 0 0 0 TROY WELLS TRUSTEE 0.1 41.2 X 0 2247764 48215 TYLER STAFFORD TRUSTEE 0.1 0 X 0 0 0 JANET MARSHALL INTERIM CHIEF DEVELOPMENT OFFICER 40.0 0 X 104331 0 11787 LENA HAYES CHIEF DEVELOPMENT OFFICER (THRU 9/6/2024) 40.0 0 X 190241 0 17139 294572 3372257 121626 2 false true false 0 966536 815680 3137456 86116 4919672 0 0 0 0 0 1133279 33694 1099585 0 0 25680173 22032417 3647756 0 3647756 3647756 52299 966536 245195 -192896 -192896 0 0 0 0 0 9507811 0 33694 4554445 1880323 1880323 1006465 1006465 323498 323498 327100 53232 123418 150450 33967 5528 12816 15623 70918 11541 26758 32619 46186 7516 17426 21244 276401 44981 104289 127131 31474 5122 11875 14477 22241 3619 8392 10230 36426 5928 13744 16754 49764 8099 18776 22889 1466 239 553 674 10572 1720 3989 4863 62096 62096 15329 2494 5784 7051 FUNDRAISING EXPENSE 12784 2080 4824 5880 CREDIT CARD FEES 12205 1986 4605 5614 0 0 0 0 4219215 3040873 742843 435499 0 0 704336 1709956 2567634 3012626 0 0 0 0 0 0 0 0 0 0 0 0 746358 448538 142549 297820 0 0 37223575 40782310 0 0 0 458143 255179 41096237 46057891 0 1205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1418505 2092319 1418505 2093524 X 17265576 19520049 22412156 24444318 0 0 0 0 0 0 39677732 43964367 41096237 46057891 X 5288596 -960563 -41398 X false true true true true X 2347090 3556919 3412870 4362132 4919672 18598683 0 0 2347090 3556919 3412870 4362132 4919672 18598683 276894 18321789 465340 672474 565882 1054448 1099585 3857729 40676 214032 253374 0 23190 531272 0 0 0 0 0 0 22987684 0 0.79703 0.75761 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9429172 179862 473353 451442 9630945 9128638 154253 463369 317088 9429172 8880040 144628 453745 349775 9128638 8671841 120267 439606 351674 8880040 8492655 93325 429345 343484 8671841 0.0 1.0 0.0 false false 93490 84302 9188 108489 7233 101256 544379 357003 187376 297820 Closely-held equity interests Financial derivatives CASH & CASH EQUIVALENTS 66230 F MONEY MARKET MUTUAL FUNDS 7275579 F CERTIFICATES OF DEPOSIT 258541 F MARKETABLE EQUITY SECURITIES 9819295 F MUTUAL FUNDS 13105827 F ALTERNATIVE INVESTMENTS 6930632 F US GOV & AGENCY OBLIGATIONS 945158 F CORPORATE DEBT OBLIGATIONS 848270 F MORTGAGE BACKED OBLIGATIONS 1477601 F INTEREST RECEIVABLE 55177 F 40782310 Federal Income Taxes PROPERTY HELD IN TRUST 1523246 DUE TO AFFILIATES 569073 2092319 8876097 -960563 125052 245195 -590316 9466413 41398 41398 9507811 4589462 125052 245195 370247 4219215 0 0 4219215 Schedule D, Part X, Line 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL INCOME TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds PART OF THE ENDOWMENT FUNDS ARE SET ASIDE FOR SCHOLARSHIPS PAID TO STUDENTS AT THE BAPTIST HEALTH COLLEGE - LITTLE ROCK, WHILE THE REMAINDER OF THE ENDOWMENT FUND IS BOARD DESIGNATED FOR FURTHERANCE OF BAPTIST HEALTH FOUNDATION'S SUPPORT OF BAPTIST HEALTH AND ITS TAX-EXEMPT, CHARITABLE AFFILIATES. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Fundraising Expenses - 245195 - Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Split Interest Agreement - 41398 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Expenses - 245195 Central America and the Caribbean 0 0 Investments N/A 227159 Europe (Including Iceland and Greenland) 0 0 Investments N/A 199016 East Asia and the Pacific 0 0 Investments N/A 4700 North America (Canada & Mexico only) 0 0 Investments N/A 32641 0 0 0 0 0 0 463516 0 463516 true false true true true 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; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual Bolo Bash Golf 524121 511171 12950 40120 10834 95900 2116 0 2870 Bolo Bash Luncheon 231254 219342 11912 0 0 6102 11912 0 22750 5 263460 236023 27437 0 528 12365 26909 2685 10104 1018835 966536 52299 40120 11362 114367 40937 2685 35724 245195 -192896 true BAPTIST HEALTH 9601 BAPTIST HEALTH DRIVE LITTLE ROCK AR 72205 710236856 501(c)(3) 760148 80212 N/A N/A EXEMPT PURPOSE COMPLETE HEALTH WITH PACE 9601 BAPTIST HEALTH DRIVE LITTLE ROCK AR 72205 472101351 501(C)(3) 53986 0 N/A N/A EXEMPT PURPOSE 2 0 SCHOLARSHIPS 355 686031 0 N/A N/A PATIENT ASSISTANCE 237 320434 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds FUNDS CONTROLLED BY THE FOUNDATION THAT HAVE ANY SPECIFIC USE ARE RELEASED WHEN DOCUMENTATION IS RECEIVED SHOWING THE USE HAS BEEN MET OR WILL BE MET. false false false false false false false false false BRENT BEAULIEU TREASURER 0 675101 0 292095 0 157297 0 24150 0 20335 0 1168978 0 0 TROY WELLS TRUSTEE 0 1192526 0 753599 0 301639 0 24150 0 24065 0 2295979 0 0 LENA HAYES CHIEF DEVELOPMENT OFFICER (THRU 9/6/2024) 146788 0 40943 0 2510 0 7577 0 9562 0 207380 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation BAPTIST HEALTH, A RELATED ORGANIZATION, USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL OF THE BOARD TO ESTABLISH COMPENSATION OF THE CEO. 1 80212 Other - FMV 4 2408 Other - FMV X Signage 2 3496 Other - FMV 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Cars and other vehicles - COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. Food inventory - COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. Other - Signage COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Line 15 A&B THE EXECUTIVE COMMITTEE OF THE BAPTIST HEALTH SYSTEM BOARD APPOINTS DIRECTORS TO THE ADMINISTRATIVE COMPENSATION COMMITTEE. THE ADMINISTRATIVE COMPENSATION COMMITTEE APPROVES THE INITIAL SALARY AND ANY SUBSEQUENT SALARY ADJUSTMENTS FOR THE PRESIDENT/CEO FOR BAPTIST HEALTH. THE CHRO PRESENTS THE COMPENSATION PHILOSOPHY, AN OVERVIEW OF MARKET DATA RESULTS, AND A SUMMARY OF BENEFITS TO THE ADMINISTRATIVE COMPENSATION COMMITTEE OF THE BOARD. AN INDEPENDENT REVIEW OF THE EXECUTIVES SALARY RANGES WILL BE PERFORMED AT A MINIMUM OF EVERY THREE YEARS UNLESS EXTENUATING CIRCUMSTANCES ARISE. THE DIRECTOR AND ABOVE, EXECUTIVE DIRECTORS OR KEY EMPLOYEES WILL HAVE AN ANNUAL REVIEW OF SALARY RANGES AT A MINIMUM OF EVERY THREE YEARS FOR USE IN DETERMINING THE APPROPRIATE SALARY RANGE AND PAY FOR THE LEADERSHIP TEAM. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body ONE TRUSTEE SHALL ALWAYS BE THE PRESIDENT OF BAPTIST HEALTH, AND THE OTHER TRUSTEES SHALL BE ELECTED BY THE BAPTIST HEALTH FOUNDATION BOARD OF TRUSTEES AND CONFIRMED BY THE BOARD OF TRUSTEES OF BAPTIST HEALTH. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS REVIEWED BY BAPTIST HEALTH'S VICE PRESIDENT OF FINANCE AND CHIEF FINANCIAL OFFICER. Form 990, Part VI, Line 12c Conflict of interest policy DIRECTORS AND ABOVE ANNUALLY COMPLETE A QUESTIONNAIRE. THE CHIEF HUMAN RESOURCES OFFICER INVESTIGATES ANY POTENTIAL CONFLICTS AND TAKES APPROPRIATE ACTION DEPENDING ON THE NATURE OF THE CONFLICT. THE BOARD MEMBERS ARE REQUIRED TO ANNUALLY SUBMIT A WRITTEN STATEMENT AND ANSWER A QUESTIONNAIRE. A SUBCOMMITTEE OF THE BOARD REVIEWS ANY CONFLICTS AND REPORTS THOSE TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DETERMINES THE APPROPRIATE ACTION DEPENDING ON THE NATURE OF THE CONFLICT. IF AN ISSUE WERE TO ARISE IN WHICH A POTENTIAL CONFLICT EXISTED, THE PERSON WITH THE POTENTIAL CONFLICT WOULD BE EXCUSED AND WOULD NOT VOTE ON THE TOPIC AT HAND. Form 990, Part VI, Line 19 Required documents available to the public COPIES OF THE ORGANIZATION'S POLICIES AND GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - -41398; Total - -41398; Baptist Health Extended Care Hospital 9601 Baptist Health Drive Little Rock AR 72205 261286647 Medical Center AR 501(c)(3) 3 Baptist Health true Parkway Health Center Inc 14324 Chenal Parkway Little Rock AR 72211 710675933 LTC Nursing AR 501(c)(3) Baptist Health true Parkway Village Inc 14300 Chenal Parkway Little Rock AR 72211 710574341 Retirement AR 501(c)(3) 10 Baptist Health true Arkansas Health Group 11001 Executive Center Dr Ste 200 Little Rock AR 72211 710781138 Healthcare AR 501(c)(3) 10 Baptist Health true Baptist Health Hospitals 9601 Baptist Health Drive Little Rock AR 72205 611570855 Medical Center AR 501(c)(3) 3 Baptist Health true Twin Rivers Medical Center 3050 Twin Rivers Dr Arkadelphia AR 71923 710541647 Medical Center AR 501(c)(3) 3 Baptist Health true Baptist Health 9601 Baptist Health Drive Little Rock AR 72205 710236856 Medical Center AR 501(c)(3) 3 NA false Conway Community Services 9601 Baptist Health Drive Little Rock AR 72205 461629800 Medical Center AR 501(c)(3) 3 Baptist Health true Complete Health With PACE 9601 Baptist Health Drive Little Rock AR 72205 472101351 Healthcare AR 501(c)(3) 10 Baptist Health true Baptist Health Regional Hospitals 9601 Baptist Health Drive Little Rock AR 72205 825426152 Medical Center AR 501(c)(3) 3 Baptist Health true Baptist Health Services 9601 Baptist Health Drive Little Rock AR 72205 825433043 Healthcare AR 501(c)(3) 10 Baptist Health true Ortho Arkansas Surgery Center LLC 10301 Kanis Road Little Rock AR 72205 710818555 Orthopedic AR NA false false Autumn Road LLC PO Box 3730 Little Rock AR 72203 710786625 Real Estate AR NA false false Maumelle Family Practice 11001 Executive Center Drive Suite 200 Little Rock AR 72211 710824329 Medical Care AR NA false false American Data Network LLC 10809 Executive Center Drive Suite 300 Little Rock AR 72211 710849746 Data Services AR NA false false Springhill Surgery Center LLC 3401 Springhill Drive Suite 155 North Little Rock AR 72117 621712554 Surgery AR NA false false Two Financial Centre Holding Company LLC 9601 Baptist Health Drive Little Rock AR 72205 814970489 Real Estate AR NA false false Baptist Health Center for Clinical Research 9601 Baptist Health Drive Little Rock AR 72205 455503799 Clinical Research AR NA false false Multi Management Services Inc 9601 Baptist Health Drive Little Rock AR 72205 710599194 Management Service AR NA C Corporation true Baptist Medcare Inc 9601 Baptist Health Drive Little Rock AR 72205 710678160 Medical Care AR NA C Corporation true Hotel Properties Inc 9601 Baptist Health Drive Little Rock AR 72205 710599198 Hotel AR NA C Corporation true Westside Properties Inc 9601 Baptist Health Drive Little Rock AR 72205 710532013 Real Estate AR NA C Corporation true Baptist Medical Systems HMO Inc 9601 Baptist Health Drive Little Rock AR 72205 710622925 Healthcare Service AR NA C Corporation true false true false false false false false false false false false true false true true true false false false Complete Health with PACE B 53986 FMV