Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014
BCheck if applicable:
CName of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
350 N HUMPHREYS BLVD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEMPHIS, TN381202177
D Employer identification number

58-1544781
E Telephone number

G Gross receipts $ 162,250,569
F Name and address of principal officer:
JAMES S FOUNTAIN
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
BMHGIVING.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1983
M State of legal domicile: TN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ORGANIZATION'S PRIMARY MISSION IS TO SOLICIT & RECEIVE CONTRIBUTIONS (SEE SCHEDULE O,pg 69)GIFTS, GRANTS, DEVISES, OR BEQUESTS OF REAL AND/OR PERSONAL PROPERTY FROM INDIVIDUALS, FOUNDATIONS, PARTNERSHIPS, ASSOCIATIONS, GOVERNMENTAL BODIES, PUBLIC AND/OR PRIVATE CORPORATIONS AND TO MAINTAIN, USE, AND APPLY, DIRECTLY OR INDIRECTLY, THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE BAPTIST MEMORIAL HEALTH CARE SYSTEM.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 11
6 Total number of volunteers (estimate if necessary) ............. 6 175
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,279,084 11,527,092
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 37,880,260 33,292,116
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -341,193 -283,769
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 46,818,151 44,535,439
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,260,391 7,417,437
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,665,748 1,778,000
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet601,926    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,517,260 1,824,666
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 13,443,399 11,020,103
19 Revenue less expenses. Subtract line 18 from line 12....... 33,374,752 33,515,336
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 356,224,916 394,859,850
21 Total liabilities (Part X, line 26)............. 12,869,957 9,684,725
22 Net assets or fund balances. Subtract line 21 from line 20..... 343,354,959 385,175,125
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: BAPTIST MEMORIAL HEALTH CARE FOUNDATION, THE FUNDRAISING ARM OF BAPTIST MEMORIAL HEALTH CARE CORPORATION, RAISES MONEY TO BENEFIT VARIOUS BAPTIST MEMORIAL HEALTH CARE CORPORATION PROGRAMS AND SERVICES....(SEE SCHEDULE O, page 69 FOR CONTINUATION) FUNDS RAISED BY BAPTIST MEMORIAL HEALTH CARE FOUNDATION HELP ACCOMPLISH BAPTIST MEMORIAL HEALTH CARE CORPORATION'S CHARITABLE CARE OBJECTIVES AND PROVIDE RESOURCES FOR ENHANCED PATIENT CARE, EDUCATION, AND GROUNDBREAKING CLINICAL RESEARCH. THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION SOLICITS, RECEIVES, AND MANAGES CONTRIBUTIONS, GIFTS, GRANTS, AND BEQUESTS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 9,154,872 including grants of $ 7,417,437 ) (Revenue $   )
BAPTIST MEMORIAL HEALTH CARE FOUNDATION, ESTABLISHED IN 1983, IS THE FUNDRAISING ARM OF THE BAPTIST MEMORIAL HEALTH CARE SYSTEM, WHICH RAISES MONEY TO BENEFIT VARIOUS BAPTIST MEMORIAL HEALTH CARE CORPORATION PROGRAMS AND SERVICES. FUNDS RAISED BY BAPTIST MEMORIAL HEALTH CARE FOUNDATION HELP ACCOMPLISH BAPTIST MEMORIAL HEALTH CARE CORPORATION'S CHARITABLE CARE OBJECTIVES AND PROVIDE RESOURCES FOR ENHANCED PATIENT CARE, EDUCATION, AND GROUNDBREAKING CLINICAL RESEARCH. THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION SOLICITS, RECEIVES, AND MANAGES CONTRIBUTIONS, GIFTS, GRANTS, AND BEQUESTS. CONTINUED ON SCHEDULE O, PAGE 69FUNDS RAISED BY BAPTIST MEMORIAL HEALTH CARE FOUNDATION PLAY A KEY ROLE IN FULFILLING THE MISSION OF HEALING, PREACHING, AND TEACHING FOR THE AFFILIATES OF BAPTIST MEMORIAL HEALTH CARE CORPORATION. BAPTIST MEMORIAL HEALTH CARE FOUNDATION ADMINISTERS CONTRIBUTED DOLLARS THROUGH NUMEROUS DONOR RESTRICTED FUNDS WHICH SUPPORT THE CONTINUUM OF CARE OFFERED BY BAPTIST MEMORIAL HEALTH CARE CORPORATION FACILITIES INCLUDING ONCOLOGY, CARDIOVASCULAR, PEDIATRIC, AND REHABILITATIVE SERVICES, JUST TO NAME A FEW. BAPTIST MEMORIAL HEALTH CARE FOUNDATION ALSO ALLOCATES A PORTION OF UNRESTRICTED CONTRIBUTED DOLLARS AND PORTFOLIO EARNINGS FOR THE BENEFIT OF ITS VARIOUS GRANT PROGRAMS.THE FOLLOWING PROGRAM RECEIVED FUNDING DURING THE 2014 FISCAL YEAR:EPILEPSY MONITORING UNIT AND MULTI-DISCIPLINARY CENTER: AN EPILEPSY MONITORING UNIT AND MULTI-DISCIPLINARY CENTER DESIGNED TO IMPROVE HIGHLY SPECIALIZED SERVICES AND CARE FOR PATIENTS LIVING WITH OR AT RISK OF EPILEPSY. OFFICER GRANTSTHE BAPTIST MEMORIAL HEALTH CARE FOUNDATION'S OFFICER GRANT PROGRAM ALLOWS OFFICERS AND BOARD MEMBERS OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION TO FACILITATE SMALLER GRANT REQUESTS ($100,000 AND LESS) WITH A HEALTH-RELATED FOCUS. SOME OF THE INITIATIVES AND ORGANIZATIONS ASSISTED THROUGH THESE GRANT PROGRAMS INCLUDE:BAPTIST MEMORIAL MEDICAL GROUP, INC. HYPERTENSION INITIATIVE: IN TANDEM WITH THE AMERICAN MEDICAL GROUP FOUNDATION'S NATIONAL CAMPAIGN, BAPTIST MEDICAL GROUP LAUNCHED A LOCAL CAMPAIGN TO ENCOURAGE ADULTS TO MEASURE, MONITOR, AND MAINTAIN CONTROLLED BLOOD PRESSURE CARE.JUVENILE INTERVENTION: THE GRANT SUPPORTS AN INITIATIVE THAT EDUCATES AND EMPOWERS WOMEN BY PROVIDING FREE TESTING, FACTUAL INFORMATION AND FREE LIMITED OBSTETRICAL SERVICES, AND CONFIDENTIAL COUNSELING TO MAKE LIFE-AFFIRMING CHOICES IN A CHRIST-LIKE SETTING.PARENTING HUB OFFICER'S GRANT: THIS PROGRAM WAS CREATED AS A PILOT PROGRAM FOR A PARENTING HUB AT BAPTIST WOMEN'S DESIGNED TO FACILITATE OPEN DIALOGUE FOR GUIDANCE TO PREPARE PARENTS FOR ALL STAGES OF THE BEHAVIORAL AND EMOTIONAL CHALLENGES WITH THEIR CHILDREN. ADDITONAL FUNDING WAS AWARDED THIS YEAR TO UNDERWRITE THE EXPENSES FOR THE "CHILDHOOD ADVERSE EXPERIENCE ASSESSMENT (ACE)" WITHIN SHELBY COUNTY. PENNIES PROJECT: THE PENNIES PROJECT WAS INITIATED BY MISSISSIPPI CHILDREN WHO WENT FROM KNOWING LITTLE ABOUT THE HOLOCAUST TO WANTING TO COMMEMORATE THE 1.5 MILLION CHILDREN WHO PERISHED IN IT. THE CHILDREN RAISED HALF A MILLION PENNIES AND BEGAN A LETTER WRITING CAMPAIGN TO ACTORS AND ATHLETES TO RAISE THE BALANCE. AFTER THREE YEARS, THE CHILDREN HAD RAISED 1.5 MILLION PENNIES AND DEVELOPED A RELATIONSHIP WITH THE REGIONAL JEWISH COMMUNITY AND GAINED THE ATTENTION AND WON THE HEARTS OF ENOUGH INDIVIDUALS THAT A STATUE WAS COMMISSIONED BY THE UNKNOWN CHILD FOUNDATION IN HERNANDO, MS TO COMMEMORATE THE 1.5 MILLION CHILDREN. THE STATUE IS TITLED UNKNOWN CHILD HOLOCAUST REMEMBRANCE. SEVERAL CORPORATIONS AND FOUNDATIONS DONATED DOLLARS TO HELP THE CHILDREN REALIZE THEIR GOAL AND A PERMANENT MEMORIAL IS BEING PLANNED. BAPTIST MEMORIAL HOSPITAL DONATED A STATUE TO THE HADASSAN HOSPITAL IN ISRAEL.CHAIR LIFT FOR BLUE MOUNTAIN COLLEGE: TO HELP BLUE MOUNTAIN COLLEGE PURCHASE A CHAIR LIFT FOR PHYSICALLY CHALLENGED STUDENTS.ONCOLOGY ON TRACK NURSE NAVIGATION SOFTWARE: THIS SOFTWARE IS DESIGNED TO ENHANCE PATIENT CARE THROUGHOUT THE BAPTIST MEMORIAL HEALTH CARE SYSTEM BY ENABLING THE SHARING OF INFORMATION IMPROVING CONTINUITY OF CARE.UNIVERSITY OF MEMPHIS MASTER HEALTH ADMINISTRATION GRADUATE ASSISTANTS: TO ENABLE UNIVERSITY OF MEMPHIS' MASTER HEALTH ADMINISTRATION PROGRAM GRADUATE STUDENTS TO INTERN AT BAPTIST MEMORIAL HOSPITAL-MEMPHIS, BAPTIST MEMORIAL HOSPTIAL FOR WOMEN, AND BAPTIST MEMORIAL HOME CARE; AND IN GENERAL PROVIDE WORKFORCE DEVELOPMENT WITHIN THE SYSTEM. THE PARISH NURSE STUDY: BAPTIST MEMORIAL HOSPITAL-DESOTO, BAPTIST CLINICAL RESEARCH INSTITUTE, AND THE CHURCH HEALTH CENTER COLLABORATED ON A PILOT STUDY TO DETERMINE IF THE USE OF FAITH-BASED COMMUNITY NURSES AND VOLUNTEER PERSONAL CARE TEAMS CAN SHIFT RESIDENTS FROM "HIGH RISK" PATIENTS TO "CONTROLLED CARE" PATIENTS. THIS SHIFT WOULD IN TURN DECREASE HOSPITAL READMISSION RATES AND EMERGENCY DEPARTMENT VISITS THROUGHOUT THE REGION. EPIC ROI: TO CONDUCT A RETURN ON INVESTMENT ANALYSIS OF THE BENEFITS OF IMPLEMENTING EPIC, A FEDERALLY CERTIFIED-COMPLETE ELECTRONIC HOSPITAL RECORD SYSTEM, WITHIN A LARGE HEALTHCARE SYSTEM IN THE MID-SOUTH WITH 14 HOSPITALS AND OVER 3,000 PHYSICIANS.PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE (PCORI) GRANT GRADUATE ASSISTANT SUPPORT: TO SUPPORT THE NIH-FUNDED "PCORI BUILDING A MULTIDISCIPLINARY BRIDGE ACROSS THE QUALITY CHASM IN THORACIC ONCOLOGY" BY SUPPORTING PERSONNEL NEEDED TO ANALYZE DATA COLLECTED DURING THE STUDY.MARKET LEADER GRANTSTHE MARKET LEADER CAPITAL GRANT WAS CREATED FOR THE MEMPHIS METRO AND REGIONAL MARKET SERVICE AREAS OF THE BAPTIST MEMORIAL HEALTH CARE SYSTEM. THE PURPOSE OF THESE GRANTS IS TO COVER GRANT REQUESTS FOR ITEMS THAT WILL DIRECTLY IMPACT PATIENT CARE IMPROVEMENT. A MAXIMUM OF $600,000 FROM BAPTIST MEMORIAL HEALTH CARE FOUNDATION'S GRANT BUDGET WAS SET ASIDE FOR THE 2014 FISCAL YEAR FOR UNPLANNED INITIATIVES IN THE METRO AND REGIONAL MARKETS THAT MAY SURFACE DURING THE YEAR. THE SELECTION PROCESS IS CONDUCTED BY THE RESPECTIVE METRO AND REGIONAL MARKET LEADERS. AWARDS ARE MADE AT THE SOLE DISCRETION OF THE MARKET LEADERS. EACH GRANT REQUESTER, WHICH IS USUALLY A HOSPITAL ADMINISTRATOR, MUST SUBMIT A COMPLETED CAPITAL EQUIPMENT REQUEST FORM. THE FOLLOWING HOSPITALS WERE AWARDED MARKET LEADER GRANTS:BAPTIST CANCER CENTER THORACIC ONCOLOGY: TO SUPPORT THE NIH-FUNDED "PCORI BUILDING A MULTIDISCIPLINARY BRIDGE ACROSS THE QUALITY CHASM IN THORACIC ONCOLOGY" BY DEVELOPING A COMPUTER SIMULATION PROGRAM OF MATHEMATICAL MODELS OF CARE FLOW FOR LUNG CANCER PATIENTS.POST GRADUATE YEAR TWO PHARMACY-ONCOLOGY SERVICE: THIS INITIATIVE WAS FUNDED TO DETERMINE THE FEASIBILITY OF ESTABLISHING PHARMACY RESIDENCY POSITIONS SPECIFICALLY FOR ONCOLOGY CARE. DURING FISCAL YEAR ENDING 9/30/14, THE TOTAL AMOUNT AWARDED THROUGH THE BOARD OF DIRECTORS', OFFICERS', AND MARKET LEADER GRANT PROGRAMS WAS OVER $2.1 MILLION. OTHER SUPPORTIN 2014, THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION BOARD APPROVED THE RESTRICTION OF A PORTION OF THE FOUNDATION'S PORTFOLIO OF ASSETS TO PROVIDE AN ENDOWMENT FOR THE BENEFIT OF THE BAPTIST COLLEGE OF HEALTH SCIENCES. THE INCOME FROM THESE RESTRICTED FUNDS IS TO FUND A TUITION ASSISTANCE PROGRAM FOR THE STUDENTS OF THE COLLEGE. DURING 2014, APPROXIMATELY $381,629 WAS SPENT FROM ENDOWMENT EARNINGS TO SUPPORT THE TUITION ASSISTANCE PROGRAM. AT THE END OF 2014, IN EXCESS OF $24 MILLION WAS RESTRICTED IN THE ENDOWMENT FOR THE BENEFIT OF THE COLLEGE AND ITS STUDENTS.DONOR-RESTRICTED FUNDSBAPTIST MEMORIAL HEALTH CARE FOUNDATION ADMINISTERS A NUMBER OF DONOR-RESTRICTED FUNDS WHICH PROVIDE BENEFITS TO PATIENTS OF THE AFFILIATE HOSPITALS, AS WELL AS, THE COMMUNITY AT LARGE. BAPTIST MEMORIAL HEALTH CARE FOUNDATION PROVIDES SUPPORT FOR BOTH THE CHARITY NEED OF PATIENTS AND EMPLOYEES THROUGH CHARITABLE CARE AND EMPLOYEE EMERGENCY ASSISTANCE FUNDS.BAPTIST MEMORIAL HEALTH CARE FOUNDATION ROUTINELY MAKES PURCHASES TO BENEFIT CHARITY CARE PATIENTS AND THEIR FAMILY MEMBERS WHEN THERE ARE HARDSHIP CIRCUMSTANCES. EXAMPLES OF SUCH PURCHASES INCLUDE BUS TICKETS FOR TRAVEL FROM THE HOSPITAL, MINOR EQUIPMENT AND PRESCRIPTION DRUGS NEEDED UPON DISCHARGE. THESE EXPENDITURES WERE PAID DIRECTLY TO THE SERVICE PROVIDER OR TO A VENDOR.BAPTIST MEMORIAL HEALTH CARE FOUNDATION ALSO MADE DISBURSEMENTS ON BEHALF OF EMPLOYEES WHO SUFFERED CATASTROPHIC OR UNFORESEEN LOSSES DURING THE YEAR. A COMMITTEE MADE UP OF PASTORAL CARE, BAPTIST MEMORIAL HEALTH CARE FOUNDATION AND BMHCC EMPLOYEE CAMPAIGN VOLUNTEERS APPROVES EXPENDITURE APPLICATIONS FOR FUNDING FROM THE EMPLOYEE EMERGENCY ASSISTANCE FUND. DISTRIBUTIONS OF ASSISTANCE ARE GENERALLY LIMITED TO $500 PER OCCURRENCE.DURING FISCAL YEAR 2014, BAPTIST MEMORIAL HEALTH CARE FOUNDATION MADE DISBURSEMENTS OF APPROXIMATELY $151,455 ON BEHALF OF INDIGENT PATIENTS AND THE UNINSURED AND ON BEHALF OF EMPLOYEES FOR THESE UNFORESEEN LOSSES AND EMERGENCIES.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet9,154,872
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
11
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
TN , AR
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletBRENDA SWEARENGEN350 N HUMPHREYS BLVDMEMPHISTN381202177 (901) 227-5304
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JASON M LITTLE........................................................................
DIRECTOR/PRESIDENT
 1.30
.......................38.70 		X   X       0 881,834 83,275
(2) STEPHEN C REYNOLDS........................................................................
DIRECTOR
 2.70
.......................37.30 		X           0 1,898,392 88,125
(3) MARCIA BRYAN........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(4) PAMELA ARRINDELL........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(5) ROBERT F FOGLEMAN........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(6) HENRY W MORGAN SR........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(7) KEMMONS WILSON JR........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(8) BROOKE SPARKS........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(9) RODNEY T WOLF MD........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(10) JOSEPH WELLER........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(11) DOUGLAS EDWARDS........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(12) ORAL EDWARDS........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(13) JOHNNIE D AMONETTE........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(14) MAURY BRONSTEIN MD........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(15) MILTON MAGEE........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(16) KATHLEEN BLAIR........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(17) COOPER PACE........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BJ LOSCH........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(19) LAUREN YOUNG........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(20) DONALD JORDAN........................................................................
DIRECTOR
 .20
.......................0.00 		X           0 0 0
(21) GREGORY M DUCKETT........................................................................
SECRETARY
 .20
.......................39.80 		    X       0 582,127 65,914
(22) JAMES S FOUNTAIN........................................................................
SVP/CHIEF DEVELOPMENT OFF.
 20.00
.......................20.00 		    X       547,816 0 72,870
(23) JENNIFER S NEVELS........................................................................
EXEC. DIR OF DEVELOPMENT
 40.00
.......................0.00 		        X   156,187 0 35,868














1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 704,003 3,362,353 346,052
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CRAWFORD INVESTMENT COUNSEL600 GALLERIA PKWY NWATLANTAGA30339 INVESTMENT PORTFOLIO MANAGER 1,782,949
COMMUNITY COUNSELING SERVICES COPO BOX 27462NEW YORKNY100877462 CONSULTING SERVICES 250,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 5,040
b Membership dues....1b  
c Fundraising events....1c 608,764
d Related organizations...1d 2,927,719
e Government grants (contributions)1e 230,675
f All other contributions, gifts, grants, and
similar amounts not included above1f 		7,754,894
g Noncash contributions included in lines
1a-1f:$ 		2,205,374
h Total. Add lines 1a-1f.......MediumBullet 11,527,092
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 10,826,368     10,826,368
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 139,838,782  
b Less: cost or other basis and sales expenses 117,373,034  
c Gain or (loss) 22,465,748  
d Net gain or (loss)..........MediumBullet 22,465,748     22,465,748
8a Gross income from fundraising events (not including
$ 608,764
of contributions reported on line 1c). See Part IV, line 18 ..
a 49,525
b Less: direct expenses ...b 342,096
c Net income or (loss) from fundraising events..MediumBullet -292,571   -292,571
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a GAIN ON INVESTMENT 900090 8,802     8,802
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 8,802
12 Total revenue. See Instructions......MediumBullet 44,535,439 0 0 33,008,347
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 7,265,982 7,265,982
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 151,455 151,455
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 1,091,682 619,644 109,168 362,870
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 431,261 244,785 43,126 143,350
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 56,240 33,080 5,624 17,536
9 Other employee benefits ....... 124,502 73,232 12,450 38,820
10 Payroll taxes ........... 74,315 43,712 7,432 23,171
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 828,417   828,417  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 526,432 472,881 53,551  
12 Advertising and promotion ....        
13 Office expenses ....... 163,224 146,902 16,322  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............ 9,140     9,140
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 1,429   1,429  
20 Interest ........... 185,724   185,724  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 62   62  
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES & SUBSCRIPTIONS 103,199 103,199    
b PUBLIC RELATIONS 7,039     7,039
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 11,020,103 9,154,872 1,263,305 601,926
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 350 1 348
2 Savings and temporary cash investments ......... 8,709,019 2 15,837,855
3 Pledges and grants receivable, net ........... 30,975 3 185,933
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 61,100 9 61,100
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 15,182
b Less: accumulated depreciation ..... 10b 15,182 62 10c 0
11 Investments—publicly traded securities .......... 323,275,764 11 352,074,207
12 Investments—other securities. See Part IV, line 11 ..... 581,798 12 581,798
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 23,565,848 15 26,118,609
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 356,224,916 16 394,859,850
Liabilities 17 Accounts payable and accrued expenses ......... 422,542 17 408,034
18 Grants payable ................. 9,958,497 18 7,284,478
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 2,488,918 25 1,992,213
26 Total liabilities. Add lines 17 through 25......... 12,869,957 26 9,684,725
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 289,893,071 27 317,423,412
28 Temporarily restricted net assets ........... 25,737,366 28 29,950,276
29 Permanently restricted net assets ........... 27,724,522 29 37,801,437
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 343,354,959 33 385,175,125
34 Total liabilities and net assets/fund balances ........ 356,224,916 34 394,859,850
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
44,535,439
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
11,020,103
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
33,515,336
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
343,354,959
5
Net unrealized gains (losses) on investments ...............
5
8,313,632
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-8,802
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
385,175,125
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) BAPTIST MEMORIAL HOSPITAL INC
  		620123940 3 Yes   Yes   Yes   1,946,004
(B) BAPTIST MEMORIAL HOSPITAL-BOONEVILLE INC
  		640663760 3 Yes   Yes   Yes   23,770
(C) BAPTIST MEMORIAL HOSPITAL-DESOTO INC
  		640682111 3 Yes   Yes   Yes   504,970
(D) BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC
  		621519754 3 Yes   Yes   Yes   64,331
(E) BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC
  		621166050 3 Yes   Yes   Yes   14,081
(F) BAPTIST MEMORIAL HOSPITAL-NORTH MISSISSIPPIINC
  		640772726 3 Yes   Yes   Yes   56,531
(G) BAPTIST MEMORIAL HOSPITAL-TIPTON INC
  		621113167 3 Yes   Yes   Yes   369
(H) THE STERN CARDIOVASCULAR FOUNDATION INC
  		274396698 3 Yes   Yes   Yes   2,065
(I) BAPTIST MEMORIAL HOSPITAL-UNION CITY INC
  		621138045 3 Yes   Yes   Yes   0
(J) BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC
  		630997281 3 Yes   Yes   Yes   20,329
(K) BAPTIST MEMORIAL HOSPITAL-JONESBORO INC
  		261214372 3 Yes   Yes   Yes   162,482
(L) BAPTIST MEMORIAL REGIONAL REHABILITATION SERVICES INC
  		581645396 3 Yes   Yes   Yes   8,592
(M) BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC
  		621599670 2 Yes   Yes   Yes   822,500
(N) NEA CLINIC CHARITABLE FOUNDATION INC
  		710850123 3 Yes   Yes   Yes   247,209
(O) BAPTIST MEMORIAL HEALTH CARE CORPORATION & AFFILIATES
  		581521475 501(c)(3) Yes   Yes   Yes   565,005
(P) BAPTIST MEMORIAL HOME CARE INC
  		581562973 501(c)(3) Yes   Yes   Yes   1,399,380
(Q) BAPTIST MEMORIAL HEALTH SERVICES INC
  		621509127 501(c)(3) Yes   Yes   Yes   0
(R) BAPTIST MINOR MEDICAL CENTERS INC
  		621538114 501(c)(3) Yes   Yes   Yes   0
(S) MEMPHIS LUNG PHYSICIANS FOUNDATION INC
  		452832975 3 Yes   Yes   Yes   19,500
(T) BAPTIST MEMORIAL MEDICAL GROUPINC
  		621545731 3 Yes   Yes   Yes   100,000
(U) BAPTIST CLINICAL RESEARCH INSTITUTE INC
  		453032246 501(c)(3) Yes   Yes   Yes   485,863
(V) BAPTIST MEMORIAL HEALTH CARE SYSTEM INC
  		581456556 501(c)(3) Yes   Yes   Yes   0
(W) MEDICAL FINANCIAL SERVICES INC
  		621112364 501(c)(3) Yes   Yes   Yes   0
(X) BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HLTH & WELFARE TRUST
  		621407946 501(c)(9) Yes   Yes   Yes   0
(Y) NEA BAPTIST HEALTH SYSTEM INC
  		271799652 3 Yes   Yes   Yes   0
(Z) FAMILY CANCER CENTER FOUNDATION INC
  		452842963 3 Yes   Yes   Yes   0
(AA) INTEGRITY ONCOLOGY FOUNDATION INC
  		453303687 3 Yes   Yes   Yes   0
(AB) BOSTON BASKIN CANCER FOUNDATION INC
  		453303687 3 Yes   Yes   Yes   4,017
(AC) GASTROINTESTINAL SPECIALISTS FOUNDATION INC
  		352461541 3 Yes   Yes   Yes   0
(AD) BMG FAMILY PHYSICIANS FOUNDATION INC
  		461953140 501(c)(3)PENDING Yes   Yes   Yes   0
(AE) BAPTIST PATIENT SAFETY ORGANIZATION INC
  		453032372 501(c)(3) Yes   Yes   Yes   0
Total 6,446,998

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
  		Employer identification number

58-1544781
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
  		Employer identification number

58-1544781
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
  		Employer identification number

58-1544781
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
1
j
Total. Add lines 1c through 1i ...............................
1
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Part II-B, Line 1: BAPTIST MEMORIAL HEALTH CARE CORPORATION PAYS CONSULTANTS WHO MONITOR & ADVISE THE ORGANIZATION ON LEGISLATIVE & REGULATORY MATTERS THAT MAY AFFECT THE ORGANIZATION & ITS AFFILIATES. THESE CONSULTANTS MAY ADVOCATE POSITIONS WITH LEGISLATIVE & REGULATORY BODIES OF GOVERNMENT AT LOCAL, STATE & FEDERAL LEVELS. BAPTIST MEMORIAL HEALTH CARE FOUNDATION DID NOT PAY CONSULTANT FEES. "1" HAS BEEN USED SO THE "YES" ANSWER NEXT TO PART II-B LINE 1i WILL BE TRANSMITTED WITH THE E-FILED FORM 990.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 35,042,237 28,812,551 20,114,868 13,541,176 11,916,661
b Contributions ........ 3,744,498 4,376,642 227,695 6,690,106 756,135
c Net investment earnings, gains, and losses 10,076,915 1,853,044 4,036,928 -116,414 868,380
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		    4,433,060    
f Administrative expenses ....          
g End of year balance ...... 48,863,650 35,042,237 28,812,551 20,114,868 13,541,176
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet22.600 %
b
Permanent endowment SchDMd Bullet77.400 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   15,182 15,182 0
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 0
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) INTEREST AND DIVIDENDS RECEIVABLE 1,389,777
(2) ASSETS WHOSE USE IS LIMITED 24,125,026
(3) DUE FROM AFFILIATES 591,806
(4) OTHER CURRENT ASSETS 12,000





Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 26,118,609
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
L/T PORTION OF ANNUITIES PAYABLE 1,290,214
CURRENT PORTION OF ANNUITIES PAYABLE 222,683
ESTIMATED SETTLEMENTS WITH THIRD PARTIES 240,000
NURSING EDUCATIONAL ASSISTANCE 239,316





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,992,213
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 44,746,913
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1..................... 3 44,746,913
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b -211,474
c Add lines 4a and 4b....................... 4c -211,474
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 44,535,439
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 11,240,379
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 11,240,379
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b -220,276
c Add lines 4a and 4b....................... 4c -220,276
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 11,020,103
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V, Line 4: BAPTIST MEMORIAL HEALTH CARE FOUNDATION HAS FIVE DIFFERENT TYPES OF ENDOWMENT FUNDS. THESE ARE EDUCATION, CHARITABLE, SCIENTIFIC, RELIGIOUS, AND CAPITAL PURPOSES. EDUCATIONAL ENDOWMENT FUNDS ARE FOR SUCH THINGS AS SCHOLARSHIPS TO BE AWARDED TO DESERVING STUDENTS ATTENDING BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES. OTHER EDUCATIONAL FUNDS ARE FOR OUTREACH PROGRAMS AND FELLOWSHIPS. CHARITABLE ENDOWMENT FUNDS ARE FOR SUCH THINGS AS PATIENT AND EMPLOYEE EMERGENCY ASSISTANCE, PEDIATRIC SERVICES, HOME CARE AND HOSPICE SERVICES, DISASTER RELIEF, AND THE MOBILE MAMMOGRAPHY UNIT. RELIGIOUS ENDOWMENT FUNDS ARE FOR PASTORAL CARE FOR PATIENTS AND EMPLOYEES. SCIENTIFIC AND RESEARCH ENDOWMENT FUNDS ARE FOR VARIOUS RESEARCH PROJECTS SUCH AS CANCER, AND HEART RESEARCH. CAPITAL ENDOWMENTS ARE INTENDED TO ENHANCE, REMODEL, OR BUILD CERTAIN HOSPITAL DEPARTMENTS SUCH AS THE NICU DEPARTMENT AND EMEREGENCY ROOMS THAT WILL ENABLE THE HOSPITALS TO BETTER SERVE OUR PATIENTS. A NEW MEDICAL LIBRARY THAT IS AVAILABLE FOR EMPLOYEES, PATIENTS AND THEIR FAMILIES HAS BEEN FUNDED BY A CAPITAL ENDOWMENT.
Part X, Line 2: AS OF SEPTEMBER 30, 2014 AND 2013, THE FOUNDATION HAD NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CONDIFICATION (ASC) TOPIC 740, INCOME TAXES, REQUIRING ADJUSTMENTS TO ITS FINANCIAL STATEMENTS. IN THE EVENT THE FOUNDATION WERE TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, THEY WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS AS INTEREST EXPENSE FOR INTEREST AND PURCHASED SERVICES AND OTHER FOR PENALTIES. GENERALLY, TAX YEARS 2011 THROUGH 2014 ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS.
Part XI, Line 4b - Other Adjustments: INVESTMENT INCOME (LOSS) 8,802. IN-KIND CONTRIBUTIONS 121,820. SPECIAL EVENTS -342,096.
Part XII, Line 4b - Other Adjustments: IN-KIND CONTRIBUTIONS 121,820. SPECIAL EVENTS EXPENSE -342,096.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

DUCK CLASSIC
(event type) 		(b) Event #2

CARDIAC CLASSIC
(event type) 		(c) Other events

2
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 448,747 142,785 66,757 658,289
2 Less: Contributions . . 440,722 105,785 62,257 608,764
3 Gross income (line 1
minus line 2) . . . 		8,025 37,000 4,500 49,525
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . . 25,846 6,797 1,590 34,233
6 Rent/facility costs . . 12,593 29,820 6,837 49,250
7 Food and beverages . 19,176 7,475 4,785 31,436
8 Entertainment . . .        
9 Other direct expenses . 65,073 2,993 9,477 77,543
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 192,462
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -142,937
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number
58-1544781
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) BAPTIST MEMORIAL HOSPITAL-DESOTO INC
7601 SOUTHCREST PKY
SOUTHAVEN,MS38671 		64-0682111 501(c)(3) 504,970       COMMUNITY DIABETES PROGRAM, AND OTHER COMMUNITY PROGRAMS
(2) BAPTIST MEMORIAL HOSPITAL INC
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		62-0123940 501(c)(3) 1,946,004       CANCER & HEART RESEARCH AND TESTING; COMMUNITY DIABETES PROGRAM; STEM CELL TRANSPLANT
(3) AMERICAN RED CROSS
2025 E ST
WASHINGTON,TN20006 		53-0196605 501(c)(3) 30,910       DONATION
(4) BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC
2520 FIFTH ST N
COLUMBUS,MS39703 		62-1519754 501(c)(3) 64,331       CANCER RESEARCH & TESTING; HOSPICE; COMMUNITY PROGRAMS
(5) BAPTIST MEMORIAL HOSPITAL-BOONEVILLE INC
100 HOSPITAL ST
BOONEVILLE,MS38829 		64-0663760 501(c)(3) 23,770       DEVELOPMENT OF BAPTIST HEART VALVE CENTER; COMMUNITY DIABETES PROGRAM; OTHER COMMUNITY PROGRAMS
(6) BAPTIST MEMORIAL HOSPITAL-N MISSISSIPPI INC
2301 S LAMAR
OXFORD,MS38655 		64-0772726 501(c)(3) 56,531       CANCER RESEARCH & TESTING, & OTHER COMMUNITY PROGRAMS
(7) UNIVERSITY OF MEMPHIS
635 NORMAL ST
MEMPHIS,TN38152 		62-6048540 501(c)(3) 251,874       SCHOLARSIHPS & GRADUATE ASSISTANTS
(8) BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC
200 HWY 30 WEST
NEW ALBANY,MS38652 		63-0997281 501(c)(3) 20,329       VARIOUS COMMUNITY AND EMPLOYEE PROGRAMS
(9) BAPTIST MEMORIAL REGIONAL REHABILITATION SERVICES INC
2100 EXETER RD
GERMANTOWN,TN38138 		58-1645396 501(c)(3) 8,592       PATIENT ASSISTANCE; IPADS FOR SPEECH LANGUAGE PATHOLOGY
(10) BAPTIST MEMORIAL HOME CARE INC
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		58-1562973 501(c)(3) 1,399,380       CAMP GOOD GRIEF; HOSPICE HOUSE & BEREAVEMENT CENTER; EMPLOYEE ASSISTANCE
(11) BAPTIST MEMORIAL HEALTH CARE CORPORATION
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		58-1521475 501(c)(3) 565,005       ADMINSTRATIVE FELLOWS;OPERATION OUTREACH;BAPTIST ONECARE & OTHER COMMUNITY PROGRAMS
(12) BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC
1003 MONROE
MEMPHIS,TN38104 		62-1599670 501(c)(3) 822,500       SCHOLARSHIPS; COMMUNITY PROGRAMS
(13) UNIVERSITY OF PHOENIX
4025 RIVERPOINT PKWY
PHOENIX,AZ85040 		20-5964568 501(c)(3) 7,440       SCHOLARSHIPS
(14) CAMPBELL CLINIC FOUNDATION
1400 S GERMANTOWN RD
MEMPHIS,TN38138 		62-0548038 501(c)(3) 25,000       EDUCATIONAL DONATION
(15) BAPTIST MEMORIAL HOSPITAL-JONESBORO INC
4800 E JOHNSON AVE
JONESBORO,AR72401 		26-1214372 501(c)(3) 162,482       NEA BAPTIST CANCER CENTER;CHAPLAIN FUNDS;VARIOUS COMMUNITY PROJECTS
(16) NEA BAPTIST CLINIC CHARITABLE FOUNDATION INC
4800 E JOHNSON AVE
JONESBORO,AR72401 		71-0850123 501(c)(3) 247,209       VARIOUS COMMUNITY PROGRAMS; EMPLOYEE & PATIENT ASSISTANCE
(17) MEMPHIS BROOKS MUSEUM OF ART
1934 POPLAR AVE
MEMPHIS,TN38104 		62-6063304 501(c)(3) 5,000       DONATION
(18) BREAST CANCER ERADICATION INITIATIVE
PO BOX 382886
GERMANTOWN,TN381832886 		62-1609633 501(c)(3) 12,000       SPONSORSHIP OF PINK RIBBON CAMPAIGN
(19) SEMMES-MURPHY FOUNDATION
PO BOX 1000 DEPT 575
MEMPHIS,TN38148 		62-0642575 501(c)(3) 165,087       ENDOVASCULAR FELLOWSHIPS
(20) BAPTIST MEMORIAL MEDICAL GROUP INC
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		62-1545731 501(c)(3) 100,000       MEDICAL STAFF FUND DONATIONS & HYPERTENSION INITIATIVE
(21) BAPTIST CLINICAL RESEARCH INSTITUTE INC
350 N HUMPHREYS BLVD
MEMPHIS,TN381202177 		45-3032246 501(c)(3) 485,863       PANCREAS STUDY & OTHER RESEARCH
(22) SALVATION ARMY
696 JACKSON AVE
MEMPHIS,TN38105 		58-0660607 501(c)(3) 30,250       DONATION
(23) LINKS INC
PO BOX 240624
MEMPHIS,TN381240624 		62-6047658 501(c)(4) 5,000       DONATION
(24) TENNESSEE MEDICAL FOUNDATION INC
1067 CRESTHAVEN RD
MEMPHIS,TN38119 		62-6048069 501(c)(3) 5,000       DONATION
(25) SUSAN G KOMEN RACE FOR THE CURE
5005 LBJ FREEWAY
DALLAS,TX752446125 		75-2462834 501(c)(3) 5,000       DONATION
(26) LATINO MEMPHIS
6041 MT MORIAH EXT STE 16
MEMPHIS,TN38115 		31-1694878 501(c)(3) 5,000       DONATION
(27) LIFE CHOICES OF MEMPHIS INC
5575 RALEIGH LAGRANGE RD
MEMPHIS,TN38134 		62-1281799 501(c)(3) 5,000       DONAITON
(28) BLUE MOUNTAIN COLLEGE
PO BOX 160
BLUE MOUNTAIN,MS38610 		64-0325640 501(c)(3) 25,000       DONATION
(29) PORTER-LEATH
868 MANASSAS ST
MEMPHIS,TN381072516 		58-1409385 501(c)(3) 45,000       DONATION TO PARENTING HUB
(30) JUVENILE INTERVENTION INC
254 S LAUDERDALE
MEMPHIS,TN38126 		62-0818307 501(c)(3) 5,000       DONATION
(31) COMMUNITY FOUNDATION OF NW MISSISSIPPI INC
315 LOSHER ST 100
HERNANDO,MS386322124 		94-3421724 501(c)(3) 25,000       DONATION TO PENNIES PROJECT
(32) MEMPHIS LUNG PHYSICIANS FOUNDATION INC
6025 WALNUT GROVE RD
MEMPHIS,TN38120 		45-2832975 501(c)(3) 19,500       MEDICAL STAFF FUND DONATION
(33) BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC
631 RB WILSON DR
HUNINGDON,TN38344 		62-1166050 501(c)(3) 14,081       COMMUNITY DIABETES PROGRAM & OTHER COMMUNITY PROGRAMS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
32
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) ASSISTANCE WAS PROVIDED FOR PATIENTS FOR SUCH THINGS AS CAB FARE, MEDICATION, UTILITY BILLS, ETC. THE FUNDS WERE NOT PAID DIRECTLY TO THE INDIVIDUALS, BUT FOR THE PATIENTS. 396 61,123      
(2) ASSISTANCE WAS PROVIDED FOR EMPLOYEES THROUGH THE EMPLOYEE ASSISTANCE FUND. EMPLOYEES CONTRIBUTE TO THE FUND ON BEHALF OF EMPLOYEES WHO MAY HAVE SUFFERED A DISASTER OR OTHER FINANCIAL PROBLEM. PAYMENTS ARE MADE ON BEHALF OF THE EMPLOYEES FOR SUCH THINGS AS UTILITY BILLS, RENT, FUNERAL EXPENSES, ETC. 226 90,332      










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part I, Line 2: THE OFFICER GRANTS, MARKET LEADER GRANTS AND BOARD OF DIRECTOR GRANTS REQUIRE A WRITTEN GRANT UPDATE AND ARE REQUIRED TO BE COMPLETED EACH QUARTER BY EACH GRANTEE. THE GRANT UPDATE AND SUMMARIES REPORT ARE REVIEWED BY THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION BOARD OF DIRECTORS GRANT ADMINISTRATION COMMITTEE. THE GRANT SUMMARIES REPORT IS DISTRIBUTED TO EACH BOARD MEMBER AND REDISTRIBUTED DURING THE BOARD MEETING, THUS BECOMING A PERMANENT RECORD WITHIN THE BOARD FILES. THERE IS AN ELECTRONIC FILE FOR EACH QUARTERLY UPDATE ALONG WITH THE GRANT SUMMARIES REPORT.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)JASON M LITTLEDIRECTOR/PRESIDENT (i)
(ii)		 0
641,389 		0
198,009 		0
42,436 		0
60,500 		0
22,775 		0
965,109 		0
0
(2)STEPHEN C REYNOLDSDIRECTOR (i)
(ii)		 0
1,218,339 		0
409,863 		0
270,190 		0
66,000 		0
22,125 		0
1,986,517 		0
0
(3)GREGORY M DUCKETTSECRETARY (i)
(ii)		 0
390,718 		0
138,345 		0
53,064 		0
38,250 		0
27,664 		0
648,041 		0
0
(4)JAMES S FOUNTAINSVP/CHIEF DEVELOPMENT OFF. (i)
(ii)		 371,955
0 		134,395
0 		41,466
0 		48,500
0 		24,370
0 		620,686
0 		0
0
(5)JENNIFER S NEVELSEXEC. DIR OF DEVELOPMENT (i)
(ii)		 139,665
0 		16,522
0 		0
0 		25,720
0 		10,148
0 		192,055
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 1a THE OFFICERS RECEIVE A PERQUISITE ALLOWANCE WHICH IS INCLUDED IN THEIR SALARIES.
Part I, Line 1b THE PRESIDENT, VICE PRESIDENTS, AND ADMINISTRATORS RECEIVE A PERQUISITE ALLOWANCE. THE ALLOWANCE IS INCLUDED IN THEIR SALARIES AND IS TAXABLE TO THEM AS ADDITIONAL INCOME. THE ORGANIZATION ALSO HAS AN ACCOUNTABLE PLAN, BUT A DISCRETIONARY SPENDING ACCOUNT IS NOT PART OF AN ACCOUNTABLE PLAN. IF ANY OF THE OTHER ITEMS LISTED ON SCHEDULE J, PART I, LINE 1a WERE APPLICABLE, THE RECIPIENTS WOULD BE REQUIRED TO FOLLOW THE ORGANIZATION'S WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT.
Part I, Line 3 BAPTIST MEMORIAL HEALTH CARE CORPORATION, AS SOLE MEMBER, HAS A GOVERNANCE COMMITTEE MADE UP OF THE BOARD OF DIRECTORS, WHO ALONG WITH THE HUMAN RESOURCE DEPARTMENT, UTILIZES INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION STUDIES, AND APPROVAL BY THE COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR AND OTHER KEY PERSONNEL.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 4 2,061,538 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( OTHER ) X 119 99,390 FMV
26 Other Right pointing arrow large image ( EQUIPMENT ) X 3 30,000 FMV
27 Other Right pointing arrow large image ( MEDICAL EQUIP ) X 2 14,446 FMV
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Part I, Column (b): BAPTIST MEMORIAL HEALTH CARE FOUNDATION HAS DETERMINED THE NUMBER OF CONTRIBUTIONS BY THE AMOUNT REPORTED AS CONTRIBUTIONS GREATER THAN OR EQUAL TO $5,000 PLUS THE AMOUNT THAT IS LESS THAN $5,000 AS RECEIVED BY THE FOUNDATION AS SPECIAL EVENTS CONTRIBUTIONS. WE ARE COUNTING THE NUMBER OF CONTRIBUTORS WHO GAVE AN IN-KIND CONTRIBUTION. IF THE CONTRIBUTOR GAVE MORE THAN ONE CONTRIBUTION, HE OR SHE IS COUNTED ONLY ONCE.
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Return Reference Explanation
PART III, LINE 4A, CONTINUATION OF STATEMENT OF PROGRAM SERVICES: IN TOTAL, BAPTIST MEMORIAL HEALTH CARE FOUNDATION SPENT APPROXIMATELY $7,265,982 FROM DONOR-RESTRICTED FUNDS TO SUPPORT SERVICE AREAS SUCH AS PEDIATRIC CARE, STROKE SERVICES, HOSPICE, MEDICAL RESEARCH, CHARITY CARE, CLINICAL SCHOLARSHIPS, CARDIOLOGY, CANCER CARE AND NURSING EDUCATION. THE FOUNDATION SPONSORS SEVERAL FUNDRAISING EVENTS THROUGHOUT THE YEAR. THE ART OF CARING IS ANNUAL FUNDRAISER AND SILENT AUCTION FEATURING ART DONATED BY LOCAL ARTISTS TO BENEFIT BAPTIST TRINITY HOSPICE AND KEMMONS WILSON FAMILY CENTER FOR GOOD GRIEF. SERVICES PROVIDED BY THE KEMMONS WILSON FAMILY CENTER FOR GOOD GRIEF ARE OFFERED FREE OF CHARGE TO THOSE WHO HAVE LOST LOVED ONES, AND INCLUDE THE CAMP GOOD GRIEF PROGRAMS. HOSPICE CARE AND BEREAVEMENT PROGRAMS ARE MADE POSSIBLE BY CONTRIBUTIONS FROM THE COMMUNITY, THE SUPPORT OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION AND FUND RAISING EFFORTS, SUCH AS THE ANNUAL ART OF CARING. ANOTHER FUND RAISING EVENT IS THE CARDIAC CLASSIC. THIS GOLF TOURNAMENT IS AN ANNUAL EVENT THAT IS SUPPORTED BY NUMEROUS COMPANIES. THE EVENT RAISES MONEY TO HELP SUPPORT BAPTIST MEMORIAL HEALTH CARE SYSTEM HOSPITALS TREAT CARDIAC PATIENTS, CONDUCT EDUCATIONAL PROGRAMS AND PERFORM RESEARCH. NEA BAPTIST CHARITABLE FOUNDATION, THE ARKANSAS DIVISION OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION, SPONSORS SEVERAL EVENTS IN THE NORTHEAST ARKANSAS AREA. ONE OF THESE IS THE DUCK CLASSIC. THE DUCK CLASSIC IS AN ANNUAL EVENT. CORPORATE SPONSORS AND INDIVIDUALS DONATE MANY ITEMS FOR THE LIVE AND SILENT AUCTIONS. THERE ARE RAFFLES FOR GUNS, HUNTING EQUIPMENT, GUIDED HUNTS, ETC. EACH YEAR OVER 1.000 MEN AND WOMEN COME FROM A TEN-STATE AREA TO PARTICIPATE. ESPN OUTDOORS AND THE OUTDOORS CHANNEL PROVIDE NATIONAL COVERAGE. THIS SPECIAL EVENT RAISES MONEY TO HELP SUPPORT THE MANY PROGAMS SPONSORED BY THE NEA BAPTIST CHARITABLE FOUNDATION SUCH AS THE MEDICINE ASSISTANCE PROGRAM, CENTER FOR HEALTHY CHILDREN, HOPE CIRCLE AND MORE. IF YOU WOULD LIKE MORE INFORMATION ON THE BAPTIST MEMORIAL HEALTH CARE FOUNDATION OR NEA BAPTIST CHARITABLE FOUNDATION, PLEASE VISIT OUR WEBSITES AT WWW.BMHGIVING.ORG OR WWW.NEACFOUNDATION.ORG.
PART V STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE: LINE 1a: ALL FORMS 1099 ARE PREPARED BY THE ACCOUNTS PAYABLE DEPARTMENT OF THE SOLE MEMBER, BAPTIST MEMORIAL HEALTH CARE CORPORATION. ALL FORMS 1099 ARE ISSUED USING THE FEDERAL TAX IDENTIFICATION NUMBER OF BAPTIST MEMORIAL HEALTH CARE CORPORATION. THE 1099S ARE NOT PROCESSED BY ENTITY, BUT BY VENDOR GROUP. MANY VENDORS PERFORM SERVICES FOR MULTIPLE BAPTIST ENTITIES, SO ONLY ONE 1099 IS ISSUED PER VENDOR WITH THE TOTAL AMOUNT PAID FOR SERVICES. THIS NUMBER IS REPORTED ON BAPTIST MEMORIAL HEALTH CARE CORPORATION'S FORM 990, PART V, LINE 1a. LINE 2a: THE PAYROLL FUNCTION IS CENTRALIZED AT THE PAYROLL DEPARTMENT OF THE SOLE MEMBER, BAPTIST MEMORIAL HEALTH CARE CORPORATION. THE CORPORATE PAYROLL DEPARTMENT IS RESPONSIBLE FOR ALL SALARIES AND WAGES OF THE EMPLOYEES FOR THE ENTIRE BAPTIST SYSTEM. THE W-3s AND W-2s ARE SUBMITTED ELECTRONICALLY TO THE IRS USING BAPTIST MEMORIAL HEALTH CARE CORPORATION'S FEDERAL TAX IDENTIFICATION NUMBER, ACCORDING TO THE GUIDELINES ASSOCIATED WITH COMMON PAYMASTER. HOWEVER, THE EMPLOYEE INFORMATION IS ALLOCATED TO ITS RESPECTIVE FACILITY FOR FINANCIAL REPORTING PURPOSES AND THEY ARE REPORTED TO THE STATE BY EACH FACILITY. THUS, THE AMOUNT REPORTED ON PART V, LINE 2a REFLECTS THE NUMBER OF EMPLOYEES AT THIS FACILITY WHO RECEIVED A W-2. THE TOTAL NUMBER OF W-2S FOR ALL BAPTIST ENTITIES IS REPORTED ON THE BAPTIST MEMORIAL HEALTH CARE CORPORATION W-3. LINE 7g: THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY REQUIRING IT TO FILE A FORM 8899. LINE 7h: THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES, OR OTHER VEHICLES REQUIRING IT TO FILE A FORM 1098-C.
Form 990, Part VI, Section A, line 3 BAPTIST MEMORIAL HEALTH CARE CORPORATION AS SOLE MEMBER OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION PROVIDES CERTAIN LEGAL, FINANCE, QUALITY, AND PERSONNEL SERVICES PURSUANT TO A SHARED SERVICES AGREEMENT.
Form 990, Part VI, Section A, line 6 BAPTIST MEMORIAL HEALTH CARE FOUNDATION IS A NON-STOCK CORPORATION WHOSE SOLE MEMBER IS BAPTIST MEMORIAL HEALTH CARE CORPORATION.
Form 990, Part VI, Section A, line 7a BAPTIST MEMORIAL HEALTH CARE CORPORATION AS THE SOLE MEMBER OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION ELECTS ITS BOARD OF DIRECTORS.
Form 990, Part VI, Section A, line 7b BAPTIST MEMORIAL HEALTH CARE CORPORATION AS THE SOLE MEMBER OF BAPTIST MEMORIAL HEALTH CARE FOUNDATION APPROVES THE BOARD OF DIRECTORS ACTIONS.
Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED BY BAPTIST MEMORIAL HEALTH CARE CORPORATION'S SR. V.P./CFO, THE V.P. OF CORPORATE FINANCE, AND THE FOUNDATION SR. V.P. IN ADDITION, THE FORM 990 IS REVIEWED BY AN OUTSIDE INDEPENDENT ACCOUNTING AND TAX FIRM. THE FORM 990 HAS NOT BEEN REVIEWED BY THE BOARD OF DIRECTORS. HOWEVER, BAPTIST MEMORIAL HEALTH CARE CORPORATION, AS SOLE MEMBER, HAS A GOVERNANCE COMMITTEE THAT IS APPOINTED BY ITS BOARD OF DIRECTORS. THE BAPTIST MEMORIAL HEALTH CARE CORPORATION GOVERNANCE COMMITTEE CONSISTS OF THREE OR MORE MEMBERS ALL OF WHICH MAY OR MAY NOT BE MEMBERS OF THE BOARD OF DIRECTORS. THE BAPTIST MEMORIAL HEALTH CARE CORPORATION GOVERNANCE COMMITTEE WILL REVIEW THE FORM 990 OF ALL OF THE BAPTIST ENTITIES AFTER SUBMITTING TO THE IRS.
Form 990, Part VI, Section B, line 12c BAPTIST MEMORIAL HEALTH CARE FOUNDATION REQUIRES THAT ALL EMPLOYEES, INCLUDING OFFICERS AND KEY EMPLOYEES, PERIODICALLY COMPLETE A CERTIFICATION AND ACKNOWLEDGEMENT OF THE BAPTIST MEMORIAL HEALTH CARE CORPORATION STANDARDS OF CONDUCT, WHICH INCORPORATES THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS DISCLOSE AND SIGN A CONFLICT OF INTEREST STATEMENT EACH DECEMBER. IN THE EVENT THAT AN EMPLOYEE OR BOARD MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST, HE/SHE IS REQUIRED TO REPORT IT TO THEIR CHIEF EXECUTIVE OFFICER BEFORE TAKING ANY ACTION. IF HE/SHE IS THE CHIEF EXECUTIVE OFFICER, THEN HE/SHE IS TO REPORT TO THE CHAIRMAN OF THE BOARD OF DIRECTORS. THE SIGNED CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE SENIOR V.P. AND CORPORATE COUNSEL, AND ARE MAINTAINED IN THE BAPTIST MEMORIAL HEALTH CARE CORPORATION LEGAL DEPARTMENT. IF A CONFLICT OF INTEREST IS FOUND TO EXIST, IT WILL BE THE RESPONSIBILITY OF THE CEO, WITH THE INVOLVEMENT OF THE BAPTIST MEMORIAL HEALTH CARE CORPORATION LEGAL DEPARTMENT, TO RESOLVE THE ISSUE.
Form 990, Part VI, Section B, line 15 BAPTIST MEMORIAL HEALTH CARE CORPORATION'S HUMAN RESOURCE DEPARTMENT, THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS, AND AN INDEPENDENT COMPENSATION CONSULTING FIRM PERFORM ANNUAL REVIEWS EACH DECEMBER AND APPROVE COMPENSATION OF THE CEO AND OTHER TOP MANAGEMENT PERSONNEL. THEY USE COMPARABILITY DATA AND OTHER SOURCES AS NEEDED. THE CEO AND OTHER TOP MANAGEMENT USE THE SAME TYPE OF INFORMATION TO APPROVE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. ON DECEMBER 10, 2012 THE COMPENSATION WAS REVIEWED AND APPROVED FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2013 FOR THE PRESIDENT, THE VICE PRESIDENTS, AND THE BAPTIST HEALTH CARE SYSTEM CEOS/ADMINISTRATORS.
Form 990, Part VI, Section C, line 18 BAPTIST MEMORIAL HEALTH CARE FOUNDATION MAKES COPIES OF ITS FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION TO ANYONE WHO REQUESTS THEM AS REQUIRED BY THE IRS.
Form 990, Part VI, Section C, line 19 BAPTIST MEMORIAL HEALTH CARE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part XI, line 9: UNRECORDED INVESTMENT INCOME/LOSS -8,802.
PART XII, LINE 2c: FINANCIAL STATEMENTS AND REPORTING: BAPTIST MEMORIAL HEALTH CARE CORPORATION, AS SOLE MEMBER, HAS AN AUDIT COMMITTEE THAT CHOOSES THE AUDIT FIRM, OVERSEES AND REVIEWS THE AUDIT REPORTS, AND THEN FOLLOWS UP ON ANY NECESSARY CHANGES AND RECOMMENDATIONS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BAPTIST MEMORIAL HEALTH CARE FOUNDATION INC
 
Employer identification number

58-1544781
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) NORTHEAST ARKANSAS BAPTIST MEMORIAL HEALTH CARE LLC
4800 E JOHNSON AVE
JONESBORO,AR72401
81-0572898 		OPERATION OF BAPTIST MEMORIAL HOSPITAL-JONESBORO, INC. AR     N/A
(2) NORTHEAST ARKANSAS BAPTIST HEALTH SERVICES GROUP LLC
4800 E JOHNSON AVE
JONESBORO,AR72401
27-1471186 		OPERATE A PREFERRED PROVIDER ORGANIZATION AR     N/A








Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
58-1521475 		MANAGEMENT, ADMINISTRATIVE & FINANCIAL SERVICES FOR ITS AFFILIATES TN 501(c)(3) 509(a)(3) N/A
 
No
(2) BAPTIST MEMORIAL HEALTH CARE SYSTEM INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
58-1456556 		CARRY OUT THE HEALTH CARE MISSIONS OF THE BAPTIST CONVENTIONS OF AR, MS, TN TN 501(c)(3) 509(a)(3) N/A
 
No
(3) BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC

1003 MONROE

MEMPHIS,TN38104
62-1599670 		EDUCATION OF HEALTH CARE PROFESSIONALS TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HOSPITAL INC
 
 
No
(4) BAPTIST MEMORIAL HEALTH SERVICES INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1509127 		PROVISION OF HEALTH CARE PROVIDERS & HOME MEDICAL EQUIPMENT/SERVICES TN 501(c)(3) 509(a)(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(5) BAPTIST MEMORIAL HOSPITAL INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-0123940 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(6) MEDICAL FINANCIAL SERVICES INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1112364 		COLLECTION AGENCY FOR BAPTIST ENTITIES TN 501(c)(3) 509(a)(3) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(7) BAPTIST MEMORIAL HOSPITAL-BOONEVILLE INC

100 HOSPITAL ST

BOONEVILLE,MS38829
64-0663760 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(8) BAPTIST MEMORIAL HOSPITAL-DESOTO INC

7601 SOUTHCREST PKWY

SOUTHAVEN,MS38671
64-0682111 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(9) BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC

2520 FIFTH ST

COLUMBUS,MS39703
62-1519754 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(10) BAPTIST MEMORIAL HOSPITAL-HUNTINGDON INC

631 RB WILSON DR

HUNTINGDON,TN38344
62-1166050 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(11) BAPTIST MEMORIAL HOSPITAL-NORTH MISSISSIPPI INC

2301 S LAMAR

OXFORD,MS38655
64-0772726 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(12) BAPTIST MEMORIAL HOSPITAL-TIPTON INC

1995 HWY 51 SOUTH

COVINGTON,TN38019
62-1113167 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(13) BAPTIST MEMORIAL HOSPITAL-UNION CITY INC

1201 BISHOP ST

UNION CITY,TN38261
62-1138045 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(14) BAPTIST MEMORIAL HOSPITAL-UNION COUNTY INC

200 HWY 30 WEST

NEW ALBANY,MS38652
63-0997281 		HEALTH CARE FACILITY/HOSPITAL MS 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(15) BAPTIST MEMORIAL REGIONAL REHABILITATION SERVICES INC

2100 EXETER RD

GERMANTOWN,TN38138
58-1645396 		HEALTH CARE FACILITY/HOSPITAL TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(16) BAPTIST MEMORIAL HOME CARE INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
58-1562973 		HOME HEALTH CARE & HOSPICE SERVICES TN 501(c)(3) 509(a)(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(17) BAPTIST MEMORIAL MEDICAL GROUP INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1545731 		PROVISION OF HEALTH CARE PROVIDERS FOR BAPTIST FACILITIES TN 501(c)(3) 509(a)(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(18) BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1407946 		BAPTIST EMPLOYEE HEALTH PLAN TN 501(c)(9)   BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(19) BAPTIST MINOR MEDICAL CENTERS INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
62-1538114 		NON-EMERGENCY MEDICAL CLINICS TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(20) BAPTIST MEMORIAL HOSPITAL-JONESBORO INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
26-1214372 		HEALTH CARE FACILITY/HOSPITAL AR 501(c)(3) 509(a)(1) NEA BAPTIST HEALTH SYSTEM INC
 
 
No
(21) NEA CLINIC CHARITABLE FOUNDATION INC

4800 E JOHNSON AVE

JONESBORO,AR72401
71-0850123 		MEDICAL CLINICS AR 501(c)(3) 509(a)(1) NEA BAPTIST HEALTH SYSTEM INC
 
 
No
(22) NEA BAPTIST HEALTH SYSTEM INC

4800 E JOHNSON AVE

JONESBORO,AR72401
27-1799652 		HEALTH CARE PROVIDER AR 501(c)(3) 509(a)(3) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(23) THE STERN CARDIOVASCULAR FOUNDATION INC

8060 WOLF RIVER BLVD

GERMANTOWN,TN38138
27-4396698 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(24) FAMILY CANCER CENTER FOUNDATION INC

6029 WALNUT GROVE RD

MEMPHIS,TN38120
45-2842963 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(25) INTEGRITY ONCOLOGY FOUNDATION INC

6286 BRIARCREST AVE SUITE 308

MEMPHIS,TN38120
45-3303687 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(26) MEMPHIS LUNG PHYSICIANS FOUNDATION INC

6025 WALNUT GROVE RD

MEMPHIS,TN38120
45-2832975 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(27) BOSTON BASKIN CANCER FOUNDATION INC

6029 WALNUT GROVE RD

MEMPHIS,TN38120
45-3303607 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(28) BAPTIST MEMORIAL PATIENT SAFETY ORGANIZATION INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
45-3032372 		ESTABLISHING, MAINTAINING & MANAGING A PATIENT SAFETY ORGANIZATION TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(29) BAPTIST CLINICAL RESEARCH INSTITUTE INC

350 N HUMPHREYS BLVD

MEMPHIS,TN381202177
45-3032246 		FACILITATE MEDICAL & SCIENTIFIC RESEARCH TN 501(c)(3) 509(a)(1) BAPTIST MEMORIAL HEALTH CARE CORPORATION
 
 
No
(30) GASTROINTESTINAL SPECIALISTS FOUNDATION INC

80 HUMPHREYS CENTER

MEMPHIS,TN38120
35-2461541 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3) 170(b)(1)(A)(iii) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
(31) BMG FAMILY PHYSICIANS GROUP FOUNDATION INC

2859 VAN LEER DR

BARTLETT,TN38134
46-1953140 		HEALTH CARE SERVICE PROVIDER TN 501(c)(3)PENDING 509(a)(1) BAPTIST MEMORIAL MEDICAL GROUP INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) BAPTIST-DESOTO SURGERY CENTER

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
20-0804946 		AMBULATORY SURGERY MS N/A
 N/A       No     No  
(2) BAPTIST-EAST MEMPHIS SURGERY CENTER

80 HUMPHREYS CENTER 101
MEMPHIS,TN38120
62-1846584 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(3) BAPTIST-GERMANTOWN SURGERY CENTER LP

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
62-1829424 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(4) BAPTIST & PHYSICIANS OP SURGERY CENTER OF N MS

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
62-0925692 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(5) BAPTIST N MS IMAGING SERVICES LLC

504 AZALEA DR
OXFORD,MS38655
26-2641267 		DIAGNOSTIC SERVICES MS N/A
 N/A       No     No  
(6) EAST MEMPHIS UROLOGY CENTER LP

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
62-1810940 		AMBULATORY UROLOGICAL SERVICES TN N/A
 N/A       No     No  
(7) HAMILTON EYE INSTITUTE SURGERY CENTER LP

930 MADISON AVE
MEMPHIS,TN38103
20-2873438 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(8) MEDICAL ALTERNATIVES

4565 SHELBY RD
MEMPHIS,TN38083
62-1488427 		HOME INFUSION PRODUCTS & SERVICES TO PATIENTS TN N/A
 N/A       No     No  
(9) MEMPHIS BIOMED VENTURES I LP

17 W PONTOTOC STE 200
MEMPHIS,TN38103
94-3424417 		MEDICAL RESEARCH TN N/A
 N/A       No     No  
(10) MEMPHIS SURGERY CENTER LTD LP

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
62-1218330 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(11) MEMPHIS-SC LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
62-1590322 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(12) MEMPHIS-SP LLC

3000 RIVERCHASE GALLERIA STE 500
BIRMINGHAM,AL35244
62-1590324 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(13) MIDTOWN SURGERY CENTER LP

40 BURTON HILLS BLVD STE 500
NASHVILLE,TN37215
62-1619344 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(14) NORTHWEST TENNESSEE SURGERY CENTER LLC

1722 E REELFOOT
UNION CITY,TN38261
62-1685508 		AMBULATORY SURGERY TN N/A
 N/A       No     No  
(15) SM-B BUILDING LLC

5900 POPLAR AVE STE 100
MEMPHIS,TN38119
62-1834236 		PHYSICIAN OFFICES TN N/A
 N/A       No     No  
(16) TENNESSEE LITHOTRIPERS LP

9825 SPECTRUM DR BLDG 3
AUSTIN,TX78717
56-1720365 		LITHOTRIPSY SERVICES TN N/A
 N/A       No     No  
(17) WOLF RIVER MEDICAL CENTER LP

350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
62-1510287 		MEDICAL OFFICE BLDG. TN N/A
 N/A       No     No  
(18) CANCER CARE CENTER OF UNION CITY LP

322 HOSPITAL BLVD
JACKSON,TN38305
26-3425045 		CANCER CARE SERVICES TN N/A
 N/A       No     No  
(19) MAYS & SCHNAPP PAIN CENTER

55 HUMPHREYS BLVD
MEMPHIS,TN38120
62-1512849 		PAIN MANAGEMENT SERVICES TN N/A
 N/A       No     No  
(20) CONVENIENT CARE DIAGNOSTIC CENTER PLLC

555 HWY 6 EAST
BATESVILLE,MS38606
64-0914382 		RADIOLOGY & DIAGNOSTIC SERVICES MS N/A
 N/A       No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) HEALTH TECH AFFILIATES INC

350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
62-1278576 		BUYING AND LEASING REAL & PERSONAL PROPERTY TN N/A
 C         No
(2) BAPTIST MEMORIAL HEALTH SERVICES GROUP OF THE MIDSOUTH INC

350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
62-1534210 		HEALTH INSURANCE CONTRACTING TN N/A
 C         No
(3) SOUTHCREST PROPERTY OWNERS ASSOCIATION

7601 SOUTHCREST PKWY
SOUTHAVEN,MS38671
64-0768703 		BOOKKEEPING & DATA PROCESSING FOR THE SOUTHCREST DEVELOPMENT MS N/A
 C         No
(4) GERMANTOWN BUSINESS PARK OWNERS ASSOCIATION

350 N HUMPHREYS BLVD
MEMPHIS,TN381202177
20-1158216 		BOOKKEEPING & DATA PROCESSING FOR THE GERMANTOWN BUSINESS PARK DEVELOPMENT TN N/A
 C         No






Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BAPTIST MEMORIAL HOSPITAL-INC

 B 1,946,004 FMV
(2) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 B 565,005 FMV
(3) BAPTIST MEMORIAL HOSPITAL-N MISSISSIPPI INC

 B 56,531 FMV
(4) BAPTIST MEMORIAL HOSPITAL-JONESBORO INC

 B 162,482 FMV
(5) BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC

 B 822,500 FMV
(6) BAPTIST MEMORIAL HOME CARE INC

 B 1,399,380 FMV
(7) NEA CLINIC CHARITABLE FOUNDATION INC

 B 247,209 FMV
(8) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 O 668,646 FMV
(9) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 D 72,808 FMV
(10) BAPTIST CLINICAL RESEARCH INSTITUTE INC

 B 485,863 FMV
(11) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 N 80,102 FMV
(12) BAPTIST MEMORIAL MEDICAL MINISTRIES EMPLOYEE HEALTH & WELFARE TRUST

 R 120,467 FMV
(13) BAPTIST MEMORIAL HOSPITAL-DESOTO INC

 B 504,970 FMV
(14) BAPTIST MEMORIAL MEDICAL GROUP INC

 B 100,000 FMV
(15) BAPTIST MEMORIAL HOSPITAL-GOLDEN TRIANGLE INC

 B 64,331 FMV
(16) BAPTIST MEMORIAL HOSPITAL-N MISSISSIPPI INC

 C 64,928 FMV
(17) BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES INC

 C 2,585,851 FMV
(18) BAPTIST MEMORIAL HEALTH CARE CORPORATION

 C 100,000 FMV
(19) NEA CLINIC CHARITABLE FOUNDATION INC

 C 96,308 FMV
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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