Form990
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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 10-01-2014 , and ending 09-30-2015
BCheck if applicable:
CName of organization
Southern Baptist Hospital of Florida Inc
 
Doing business as
Baptist Medical CenterBaptist Medical Center SouthBaptist Emerg Ctr Clay
 
Number and street (or P.O. box if mail is not delivered to street address)
3563 Philips Hwy Bldg F Ste 608
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Jacksonville, FL322075663
D Employer identification number

59-0747311
E Telephone number

G Gross receipts $ 1,031,062,313
F Name and address of principal officer:
A Hugh Greene
3563 Philips Hwy Bldg F Ste 608
Jacksonville,FL322075663
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.baptistjax.com
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: 1965
M State of legal domicile: FL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: CONTINUE THE HEALING MINISTRY OF CHRIST BY PROVIDING ACCESSIBLE, QUALITY HEALTHCARE SERVICES AT A REASONABLE COST IN AN ATMOSPHERE THAT FOSTERS RESPECT AND COMPASSION.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 7,853
6 Total number of volunteers (estimate if necessary) ............. 6 278
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 355,751
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) ......... 3,621,814 6,465,755
9 Program service revenue (Part VIII, line 2g) ......... 896,027,536 1,019,668,693
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 73,264,006 -8,917,151
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 16,326,829 13,260,918
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 989,240,185 1,030,478,215
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,061,056 2,335,095
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) 390,831,952 374,816,555
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 413,563,076 533,744,841
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 806,456,084 910,896,491
19 Revenue less expenses. Subtract line 18 from line 12....... 182,784,101 119,581,724
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,978,471,000 2,264,109,450
21 Total liabilities (Part X, line 26)............. 774,289,816 997,568,678
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,204,181,184 1,266,540,772
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 (2014)
Form 990 (2014)
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: CONTINUE THE HEALING MINISTRY OF CHRIST BY PROVIDING ACCESSIBLE, QUALITY HEALTHCARE SERVICES AT A REASONABLE COST IN AN ATMOSPHERE THAT FOSTERS RESPECT AND COMPASSION.
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 $ 869,070,233 including grants of $ 2,335,095 ) (Revenue $ 1,019,638,139 )
THE PROGRAM SERVICE ACCOMPLISHMENTS FOR THE ORGANIZATION ARE NUMEROUS AND EXPENSES OFTEN OVERLAP with related entities' expenses. SOUTHERN BAPTIST HOSPITAL OF FLORIDA, INC. (SBHF) IS A SUBSIDIARY OF BAPTIST HEALTH SYSTEM, INC. (BHS), A TAX-EXEMPT PARENT HOLDING COMPANY LOCATED IN JACKSONVILLE, FLORIDA. SBHF IS A TAX-EXEMPT ORGANIZATION THAT OPERATES TWO ACUTE CARE HOSPITALS, BAPTIST MEDICAL CENTER (BMC) AND BAPTIST MEDICAL CENTER SOUTH (BMCS), AND BAPTIST EMERGENCY CENTER CLAY. THE PRIMARY PROGRAM SERVICE ACCOMPLISHMENTS BY EXPENSES ARE THE OPERATION OF THE HOSPITALS, AND THE FOLLOWING ARE SOME OF THE ACHIEVEMENTS FOR THE ORGANIZATION'S HOSPITALS DURING THE YEAR. THE TWO HOSPITALS HAVE 691 AND 269 LICENSED BEDS, RESPECTIVELY. BMC IS A FULL-SERVICE, MAGNET-DESIGNATED TERTIARY CARE HOSPITAL REPRESENTING NEARLY ALL MAJOR SPECIALTIES. THIS FLAGSHIP HOSPITAL IS ALSO HOME TO BAPTIST HEART HOSPITAL, OFFERING COMPREHENSIVE, HIGH-QUALITY CARDIOVASCULAR CARE, AND WOLFSON CHILDREN'S HOSPITAL (WCH), THE ONLY FULL-SERVICE TERTIARY HOSPITAL FOR CHILDREN IN THE REGION, SERVING NORTH FLORIDA, SOUTH GEORGIA AND BEYOND. WCH IS RECOGNIZED YEAR AFTER YEAR AS ONE OF AMERICA'S BEST CHILDREN'S HOSPITALS BY U.S. NEWS & WORLD REPORT. WCH SERVES AS THE MAIN TEACHING FACILITY FOR THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE'S PEDIATRIC RESIDENCY TRAINING PROGRAM. FOR FISCAL YEAR 2015, SBHF HAD 51,416 ADMISSIONS ACCOUNTING FOR 252,375 PATIENT DAYS, 210,122 EMERGENCY ROOM VISITS, AND 70,364 HOME HEALTH VISITS. SBHF'S PRIMARY FOCUS IS ADDRESSING UNMET HEALTH NEEDS, PARTICULARLY AMONG VULNERABLE POPULATIONS WHO HAVE LIMITED HEALTH RESOURCES AND ACCESS TO HEALTH CARE. SBHF'S COMMUNITY HEALTH EFFORTS ARE GUIDED BY THE COMMUNITY HEALTH COMMITTEE, WHICH IS COMPRISED OF SELECTED BHS BOARD MEMBERS FROM ACROSS OUR HEALTH SYSTEM. A CORNERSTONE OF SBHF'S COMMITMENT TO THE COMMUNITY IS CARING FOR THE HEALTH OF VULNERABLE, UNINSURED AND UNDERSERVED PEOPLE AMONG US. DURING FISCAL YEAR 2015, SBHF PROVIDED THE FOLLOWING UNCOMPENSATED CARE AND COMMUNITY BENEFIT: (1) CHARITY CARE - $35.7 MILLION, (2) UNREIMBURSED MEDICAID COSTS - $63.8 MILLION, (3) UNREIMBURSED MEDICARE COSTS - $54.5 MILLION, AND (4) SPECIFIC COMMUNITY PROGRAMS - $11.9 MILLION FOR A TOTAL OF $165.9 MILLION OF UNCOMPENSATED CARE AND COMMUNITY BENEFITS. MD Anderson Cancer Center and Baptist Health have united to create Baptist MD Anderson Cancer Center. This partnership brings together MD Anderson's world-renowned cancer expertise and Baptist Health's comprehensive health system to create an unprecedented range of options for adult cancer patients in our region. The goal of the partnership is to provide the same high-level, multidisciplinary cancer care to patients in Northeast Florida that is available to MD Anderson patients in Houston. This includes all aspects along the continuum of cancer care -- patient care, research, education and prevention. THE FOLLOWING ARE SOME OF THE AWARDS AND HONORS RECEIVED BY BMC AND BMCS FROM U.S. NEWS AND WORLD REPORT: 1) 2014-15 America's Best Top 50 Hospitals FOR DIABETES AND ENDOCRINOLOGY (Baptist Jacksonville), 2) 2014-15 America's Best Regional Hospitals for gynecology, diabetes and endocrinology, cancer, geriatrics, gastroenterology, pulmonology, nephrology, neurology and neurosurgery, orthopedics and urology (Baptist Jacksonville and Baptist South), and 3) 2014-15 America's Best Children's Hospitals for neurology and neurosurgery (Wolfson Children's Hospital). Other Distinctions: 1) 2014-15 Jacksonville's most preferred healthcare provider, based on the NATIONAL RESEARCH CORPORATION's Health Care Market Guide, a distinction held since 1990. 2) 2012-16 Magnet designation. BHS IS THE FIRST AND ONLY HEALTH SYSTEM IN NORTH FLORIDA TO ACHIEVE MAGNET RECOGNITION AS A HEALTH SYSTEM BY THE AMERICAN NURSES CREDENTIALING CENTER. CURRENTLY, ONLY SEVEN PERCENT OF THE HOSPITALS IN THE UNITED STATES ENJOY MAGNET DESIGNATION, WHICH IS CONSIDERED THE GOLD STANDARD FOR RECOGNIZING QUALITY PATIENT CARE, NURSING EXCELLENCE AND INNOVATIONS IN PROFESSIONAL NURSING PRACTICE, AN HONOR FIRST EARNED IN IN 2007. MANY OTHER AWARDS AND HONORS CAN BE VIEWED AT THE ORGANIZATION'S WEBSITE WWW.BAPTISTJAX.COM.
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 expensesMediumBullet869,070,233
Form 990 (2014)
Form 990 (2014)
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 I..........
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 III
............................
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 I........................
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 II
...
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 ....................
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 IV..............
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 VII.......
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 VIII.......
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 IX............
11d
 
No
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 .................
12a
 
No
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) ....
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............
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
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................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) 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 "Yes," 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
..................... Click to see attachment
28b
Yes
 
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... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
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
Yes
 
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.............
36
 
No
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 VI
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 (2014)
Form 990 (2014)
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
467
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
7,853
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
Yes
 
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
Yes
 
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
14
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
10
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
 
No
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
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletScott Finnegan

841 Prudential Dr Aetna Bld 1602
Jacksonville,FL32207 (904) 202-3270
Form 990 (2014)
Form 990 (2014)
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) M C Harden III
 
Chairman & Director
1.00
.......................1.00
X   X       0 0 0
(2) Eric Mann
 
Vice Chairman & Director
2.00
.......................0
X   X       0 0 0
(3) A Hugh Greene
 
President/CEO & Director
40.00
.......................0.00
X   X       1,160,353 0 421,516
(4) Richard L Sisisky
 
Secretary/Treasurer & Director
1.00
.......................1.00
X   X       0 0 0
(5) Charles E Hughes Jr
 
Vice Chairman/Director
1.00
.......................1.00
X   X       0 0 0
(6) Charles C Baggs
 
Director
2.00
.......................0
X           0 0 0
(7) Cynthia Bioteau PhD
 
Director
2.00
.......................0
X           0 0 0
(8) Pam Chally RNPhD
 
Director
1.00
.......................1.00
X           0 0 0
(9) Kyle Etzkorn MD
 
Director
2.00
.......................0
X           0 0 0
(10) Richard D Glock MD
 
Director
0.00
.......................40.00
X           0 255,927 13,844
(11) Robert E Hill Jr
 
Director
2.00
.......................2.00
X           0 0 0
(12) Barbara G Jaffe
 
Director
2.00
.......................0
X           0 0 0
(13) Kyle T Reese
 
Director
2.00
.......................0
X           0 0 0
(14) David Robertson
 
Director
2.00
.......................0
X           0 0 0
(15) Terry West
 
Director
2.00
.......................2.00
X           0 0 0
(16) John F Wilbanks
 
Executive VP/COO
40.00
.......................0.00
    X       676,570 0 246,365
(17) Harvey Granger
 
SVP/General Counsel/Asst Secretary/Asst Treasurer
40.00
.......................0.00
    X       493,091 0 214,704
Form 990 (2014)
Form 990 (2014)
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) Scott Wooten
 
SVP/CFO
40.00
.......................0.00
    X       691,668 0 51,644
(19) Keith L Stein MD
 
SVP/Chief Medical Officer
40.00
.......................0.00
    X       595,142 0 112,134
(20) Michael A Mayo
 
SVP
40.00
.......................0
    X       501,096 0 135,151
(21) Michael Aubin
 
SVP
40.00
.......................0
    X       490,059 0 122,622
(22) Ronald G Robinson
 
VP
40.00
.......................0
    X       343,973 0 87,170
(23) Roland A Garcia
 
CIO
40.00
.......................40.00
        X   456,651 0 95,017
(24) Edward H Sim
 
President, Physician Integration
40.00
.......................0.00
        X   388,904 0 91,896
(25) Serge Vilvar MD
 
Physician - Psychiatrist
40.00
.......................0
        X   444,829 0 25,061
(26) Diane Raines
 
SVP & Chief Nursing Officer
40.00
.......................0.00
        X   375,593 0 93,741
(27) Audrey Moran
 
SVP, Social Responsibility/Community Advocacy
40.00
.......................0
        X   384,554 0 52,705
(28) Michael Lukaszewski
 
SVP/CFO
40.00
.......................0.00
          X 154,873 0 9,222
(29) William C Mason
 
Former CEO
0.00
.......................1.00
          X 192,523 0 0


1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 7,349,879 255,927 1,772,792
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet242
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
Yes
 
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
Yes
 
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
BAPTIST PRIMARY CARE INC

3563 PHILIPS HWY BLDG A STE 101
JACKSONVILLE,FL32207
Provide HOSPITALIST SERVICES to BMC & BMCS hospitals 10,274,063
NEMOURS CHILDREN'S CLINIC

10140 CENTURION PKWY N
JACKSONVILLE,FL32256
Provide PEDIATRIC MEDICAL SERVICES to Wolfson Children's Hospital 8,284,603
UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS INC

PO BOX 44008
JACKSONVILLE,FL322314008
Provide PHYSICIAN SPECIALTY SERVICES to Wolfson CHILDREN'S HOSPITAL 7,899,071
Baptist Cardiology Inc

3563 Philips Hwy Bld A Ste 101
Jacksonville,FL32211
Provide cardiology services to BMC and BMCS hospitals 2,773,086
UNIVERSITY OF FLORIDA

580 W 8TH ST 5TH FLOOR
JACKSONVILLE,FL32209
Support PHYSICIAN RESIDENCY PROGRAM 2,680,394
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 MediumBullet29
Form 990 (2014)
Form 990 (2014)
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  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 6,465,755
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
 
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 6,465,755
 Program Service RevenueAmt Business Code
2a Net patient service revenues excluding charity care deductions 622000 1,018,418,241 1,018,418,241    
b EHR revenue Medicare & Medicaid 621400 1,219,898 1,219,898    
c Partnership income releated to Group Purchasing Program Services 541900 30,554   30,554  
d
e
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 1,019,668,693
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet -8,947,368     -8,947,368
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 2,339,771  
b Less: rental expenses 584,098  
c Rental income or (loss) 1,755,673 0
d Net rental income or (loss).......MediumBullet 1,755,673     1,755,673
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   30,217
b Less: cost or other basis and sales expenses   0
c Gain or (loss) 0 30,217
d Net gain or (loss)..........MediumBullet 30,217     30,217
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
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 Restaurant revenue 722100 6,143,410     6,143,410
b Losses on interest rate swaps 523000 -719,800     -719,800
c Reference lab revenues 561439 412,750   325,197 87,553
d All other revenue .... 5,668,885 0 0 5,668,885
e Total. Add lines 11a–11d ...... MediumBullet 11,505,245
12 Total revenue. See Instructions......MediumBullet 1,030,478,215 1,019,638,139 355,751 4,018,570
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 2,335,095 2,335,095
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 6,343,258   6,343,258  
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 .... 267,629,967 264,230,291 3,399,676  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 15,113,052 14,927,122 185,930  
9 Other employee benefits ....... 64,750,982 63,954,545 796,437  
10 Payroll taxes ........... 20,979,296 20,787,996 191,300  
11 Fees for services (non-employees):        
a Management ...... 5,906,553 5,116,400 790,153  
b Legal ......... 584,504 494,257 90,247  
c Accounting ........... 337,776 285,623 52,153  
d Lobbying ........... 10,500   10,500  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 43,751,472 36,996,245 6,755,227 0
12 Advertising and promotion .... 247,223 189,907 57,316  
13 Office expenses ....... 209,078,917 207,115,727 1,963,190  
14 Information technology ...... 1,912,838 1,894,666 18,172  
15 Royalties .. 134,192 134,192 0  
16 Occupancy ........... 38,905,066 38,426,534 478,532  
17 Travel ............ 1,119,092 1,105,327 13,765  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0    
19 Conferences, conventions, and meetings .... 848,228 837,795 10,433  
20 Interest ........... 11,978,057 11,830,727 147,330  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 66,137,110 65,323,624 813,486  
23 Insurance .............. 12,524,284 12,370,235 154,049  
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 System function allocations 115,204,914 97,417,275 17,787,639  
b Purchased services 8,349,558 7,060,386 1,289,172  
c Indigent care/other state assessments 10,842,150 10,708,792 133,358  
d Bond swap market changes 3,636,462 3,591,734 44,728  
e All other expenses 2,235,945 1,935,738 300,207 0
25 Total functional expenses. Add lines 1 through 24e 910,896,491 869,070,233 41,826,258 0
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 (2014)
Form 990 (2014)
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 ............. 16,258 1 16,458
2 Savings and temporary cash investments ......... 7,518,305 2 5,517,340
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 169,263,275 4 190,887,792
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
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
0 6  
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 14,825,582 8 16,247,415
9 Prepaid expenses and deferred charges .......... 11,972,970 9 11,927,980
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,452,275,779
b Less: accumulated depreciation ..... 10b 792,997,525 663,537,710 10c 659,278,254
11 Investments—publicly traded securities .......... 1,018,550,535 11 1,277,405,896
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 ..... 0 13  
14 Intangible assets ............... 3,454,175 14 3,454,175
15 Other assets. See Part IV, line 11 ........... 89,332,190 15 99,374,140
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,978,471,000 16 2,264,109,450
Liabilities 17 Accounts payable and accrued expenses ......... 116,308,047 17 117,116,614
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 516,597,138 20 744,678,561
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
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.......... 0 22  
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 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.................... 141,384,631 25 135,773,503
26 Total liabilities. Add lines 17 through 25......... 774,289,816 26 997,568,678
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 .............. 1,151,127,820 27 1,196,268,867
28 Temporarily restricted net assets ........... 19,836,746 28 15,975,185
29 Permanently restricted net assets ........... 33,216,618 29 54,296,720
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 ........ 0 30  
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31  
32 Retained earnings, endowment, accumulated income, or other funds 0 32  
33 Total net assets or fund balances ........... 1,204,181,184 33 1,266,540,772
34 Total liabilities and net assets/fund balances ........ 1,978,471,000 34 2,264,109,450
Form 990 (2014)
Form 990 (2014)
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
1,030,478,215
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
910,896,491
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
119,581,724
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,204,181,184
5
Net unrealized gains (losses) on investments ...............
5
-1,141,709
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-56,080,427
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,266,540,772
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID: 14000329
Software Version: 2014v1.0
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.)..            
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 section 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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0
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
2014
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

Additional Data


Software ID: 14000329
Software Version: 2014v1.0
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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
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) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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? ........
Yes
 
10,500
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
10,500
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY During the fiscal year, the filing organization paid $10,500 to an unrelated firm, BH & Associates, Inc., for state of Florida legislative and executive branch representation concerning hospital-related issues.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 44,527,713 30,146,155 17,717,878 13,206,971 13,652,478
b Contributions ........ 21,046,573 12,175,877 10,068,037 2,593,958 229,666
c Net investment earnings, gains, and losses -1,141,894 2,922,133 2,899,963 2,482,752 31,982
d Grants or scholarships ..... 0 0 0 0 0
e Other expenditures for facilities
and programs ........
2,215,077 716,452 539,723 565,803 707,155
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 62,217,315 44,527,713 30,146,155 17,717,878 13,206,971
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet7.44 %
b
Permanent endowment SchDMd Bullet81.95 %
c
Temporarily restricted endowment SchDMd Bullet10.61 %
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)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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 .................   24,510,521 24,510,521
b Buildings ................   778,493,062 317,436,850 461,056,212
c Leasehold improvements ............   7,672,844 2,056,001 5,616,843
d Equipment ................   598,221,038 466,852,152 131,368,886
e Other .................   43,378,314 6,652,522 36,725,792
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 659,278,254
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
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 0
All other liabilities 2,571,788
BOND SWAP MARKET VALUATION 14,474,302
WORKER'S COMP. SELF-INSURANCE TRUST 3,313,598
Deferred rent 1,212,762
ESTIMATED THIRD-PARTY SETTLEMENTS 3,772,088
LEASE INCENTIVE OBLIGATION 1,282,123
PENSION & SERP LIABILITY 73,425,859
HOSPITAL SELF-INSURANCE TRUST 35,720,983

Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 135,773,503
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) 2014

Schedule D (Form 990) 2014
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) 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  
3 Subtract line 2e from line 1..................... 3  
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  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
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  
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  
3 Subtract line 2e from line 1..................... 3  
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  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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
Schedule D, Part V, Line 4 Intended uses of endowment funds SOUTHERN BAPTIST HOSPITAL OF FLORIDA, INC. (SBHF) ENDOWMENT FUNDS ARE HELD BY ITS RELATED AFFILIATE, BAPTIST HEALTH SYSTEM FOUNDATION, INC. (BHF). BHF'S ENDOWMENT POLICY ALLOWS ANNUALLY THAT 5% OF THE COMBINED ENDOWMENT CORPUS AND ACCUMULATED EARNINGS BECOME AVAILABLE FOR SPENDING ON CAPITAL PROJECTS OF SBHF.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Notes to Consolidated Financial Statements (Dollars in Thousands) 9. Income Taxes Deferred income taxes, which as of September 30, 2015 and 2014, have no net carrying value, reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amounts used for income tax purposes. As of September 30, 2015 and 2014, BHS had gross deferred tax assets of $50,480 and $41,061, respectively, primarily relating to net operating loss carryovers, deferred compensation accruals, and bad debt allowances. Management determined that a $50,480 and $41,061 valuation allowance at September 30, 2015 and 2014, respectively, was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. ASC Topic 740-10-50-3, Income Taxes: Disclosure, requires a valuation allowance to reduce the deferred tax assets reported if, based on the weight of the evidence, it is more likely than not that some portion or all of the deferred tax assets will not be realized. The change in the valuation allowance for the current year is $9,419. At September 30, 2015, BHS has available net operating loss carryforwards of $79,526. These net operating losses will expire between 2018 and 2035.
Schedule D (Form 990) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0




SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) ..
    35,660,460 0 35,660,460 3.91 %
b Medicaid (from Worksheet 3,
column a) ....
    173,381,372 109,580,896 63,800,476 7.00 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
        0 0 %
d Total Financial Assistance
and Means-Tested
Government Programs .
0 0 209,041,832 109,580,896 99,460,936 10.92 %
Other Benefits
    1,887,000 0 1,887,000 0.21 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    4,396,005 0 4,396,005 0.48 %
g Subsidized health services
(from Worksheet 6) ..
    21,235,668 18,000,490 3,235,178 0.36 %
h Research (from Worksheet 7)         0 0 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    2,398,000   2,398,000 0.26 %
j Total. Other Benefits .. 0 0 29,916,673 18,000,490 11,916,183 1.31 %
k Total. Add lines 7d and 7j . 0 0 238,958,505 127,581,386 111,377,119 12.23 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing 1       0 0 %
2 Economic development 1       0 0 %
3 Community support 3       0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and training for community members 1       0 0 %
6 Coalition building 9       0 0 %
7 Community health improvement advocacy 31       0 0 %
8 Workforce development 1       0 0 %
9 Other 1       0 0 %
10 Total 48 0 0 0 0 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
52,041,256
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
239,317,607
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
293,787,400
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-54,469,793
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?2
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
2 BAPTIST MEDICAL CENTER
 
www.baptistjax.com
4448
X X X X   X X   Children's hospital is Wolfson Children's Hospital A
1 BAPTIST MEDICAL CENTER SOUTH
 
www.baptistjax.com
4448
X X         X     A
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 12
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

A
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

A
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - BAPTIST MEDICAL CENTER & Baptist Medical Center South. Nine hospitals: (Baptist Medical Center, Baptist Medical Center South, Wolfson Children's Hospital, Baptist Medical Center of the Beaches, Inc., Baptist Medical Center of Nassau, Inc., Mayo Clinic, St Vincent's Medical Center Riverside, St. Vincent's Medical Center South and University of Florida Health Jacksonville) and four Departments of Health: (Florida Departments' of Health for Clay County, Duval County, St. John's County and Nassau County) convened with the Health Planning Council of Northeast Florida to facilitate the CHNA. Each hospital agreed on its respective targeted communities. Internal hospital census, existing community benefit programs, as well as secondary data collection were used. A community health survey was developed and administered to a broad, varied range of residents living in the targeted five-county community. The survey contained questions regarding perceived quality of life and health of the community, barriers to health care, use of health care needs and demographic information. The survey included participants from Clay, Duval, Nassau and St. Johns Counties. The internet panel method was used in order to reach the largest possible number of qualified respondents. Focus groups and round table discussions were another method used to take into account input from the persons who represent the broad interest of community served. The roundtable discussions allowed for the identification of the needs and priorities of participants who have the knowledge and expertise to inform the research. Representatives from Clay, Duval, Nassau, Putnam and St. Johns Counties gave their input on multiple dimensions of their communities, including the built environment, local economy, barriers to access and motivation for healthy living. For the secondary research, public health related data was gathered from five counties. Each County Health Department provided an assessment that determined public health priorities for the next three to five years. The Partnership's CHNA reflects the priorities identified in the health department assessments and its corresponding health improvement plan.
Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - BAPTIST MEDICAL CENTER and Baptist Medical Center South. The Hospitals involved in the CHNA were Baptist Medical Center - Duval County, Baptist Medical Center Beaches - Duval County, Baptist Medical Center - Nassau County, Baptist Medical Center South - Duval County and Northern St. Johns County, Brooks Rehabilitation -Duval County and St. Johns County, Mayo Clinic - Duval County, St. Vincent's Medical Center Riverside - Duval County, Clay County and Putnam County, St Vincent's Medical Center Southside - Duval County, University of Florida Health Jacksonville - Duval County, and Wolfson Children's Hospital - Duval County.
Schedule H, Part V, Section B, Line 6b Facility A, 1 Facility A, 1 - . Florida Departments of Health for Clay County, Duval County, St. John's County and Nassau County convened with the Health Planning Council of Northeast Florida to facilitate the CHNA.
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - . Baptist Medical Center Jacksonville's selected priorities are Heart Disease, Stroke, Diabetes, Nutrition, Mammography, Behavioral Health, Smoking Cessation, Access to Food and Physical Activity. Baptist Health Medical Center Jacksonville has chosen not to actively address the remaining health needs identified in the CHNA as they were not selected as priority health needs. Taking existing community resources into consideration and that some priorities are being addressed by other hospitals or organizations, Baptist Medical Center Jacksonville has selected to concentrate only on those health needs that we can most effectively address given our areas of focus and expertise and resources. The priorities not addressed were Clean and Healthy Environment: Air and Water Quality, Adult Asthma, Respiratory Illness, Housing, Communicable Diseases: Sexually Transmitted Diseases, (STDs) including HIV, Influenza, Pneumonia and Hepatitis. Baptist Medical Center South's selected priorities are Infant Mortality, Heart Disease, Stroke, Hypertension, Diabetes, Nutrition, Mammogram, Smoking Cessation, Access to Food and Physical Activity. Baptist Health Medical Center South has chosen not to actively address the remaining health needs identified in the CHNA as they were not selected as priority health needs. Taking existing community resources into consideration and that some priorities are being addressed by other hospitals or organizations, Baptist Medical Center South has selected to concentrate only on those health needs that we can most effectively address given our areas of focus and expertise and resources. The priorities identified in the CHNA that were not addressed were Clean and Healthy Environment: Air and Water Quality, Adult Asthma, Respiratory Illness, Communicable Diseases: Sexually Transmitted Diseases, (STDs), including HIV, Influenza and Pneumonia, Hepatitis and Housing. Wolfson Children's Hospital's selected priorities are Infant Mortality, Childhood Obesity, Childhood Asthma, Sports Related Concussion, Sexually Transmitted Diseases, Access to KidCare, Eye Exams and Glasses, Smoking and Smokeless Tobacco, Type II Childhood Diabetes, Unintentional Injuries, Access to Food, Physical Activity, Youth Crime. Wolfson Children's Hospital has chosen not to actively address the remaining health needs identified in the CHNA as they were not selected as priority health needs. Taking existing community resources into consideration and that some priorities are being addressed by other hospitals or organizations, Wolfson Children's Hospital has selected to concentrate only on those health needs that we can most effectively address given our areas of focus and expertise and resources. The priorities identified in the CHNA that were not addressed were Prescription Assistance, Chronic Disease Health Screening, Dental Exams, Education Outcomes and Treatment.
Schedule H, Part V, Section B, Line 20 Facility A, 1 Facility A, 1 - . At patient access point, "Guidelines for Charity Care Eligibility" cards are provided that contains financial discount and charity care information. This includes a general chart of eligible income levels and encourages patients to speak with our patient financial advocates to arrange a financial evaluation. If seen by one of the organization's patient financial advocates, the patient is advised prior to discharge. All statements to patients provide a number to call if they need financial assistance. All applications for financial assistance are maintained whether or not the patient qualifies.
Schedule H, Part V, Section B, Line 22 Facility A, 1 Facility A, 1 - Baptist Medical Center. The organization has an automatic 40% discount for all uninsured patients.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?7
Name and address Type of Facility (describe)
1 Baptist Emergency Center Clay
1771 Baptist Clay Dr
Fleming Island,FL32003
The facility features an emergency center with separate waiting areas and exam rooms for children.
2 BAPTIST BEHAVIORAL HEALTH
800 PRUDENTIAL DR STE 510/512
JACKSONVILLE,FL32207
COMPREHENSIVE MENTAL HEALTH SERVICES AT BAPTIST MEDICAL CENTER JACKSONVILLE'S HOSPITAL CAMPUS.
3 BAPTIST BEHAVIORAL HEALTH
900 BEACH BLVD STE 930
JACKSONVILLE BEACH,FL32250
COMPREHENSIVE MENTAL HEALTH SERVICES IN THE BEACHES' COMMUNITIES.
4 BAPTIST BEHAVIORAL HEALTH
87010 PROFESSIONAL WAY
YULEE,FL32097
COMPREHENSIVE MENTAL HEALTH SERVICES IN NASSAU COUNTY.
5 BAPTIST BEHAVIORAL HEALTH
13241 BARTRAM PARK BLVD STE 1901
JACKSONVILLE,FL32258
COMPREHENSIVE MENTAL HEALTH SERVICES IN THE MANDARIN COMMUNITY.
6 BAPTIST BEHAVIORAL HEALTH
1325 SAN MARCO BLVD STE 500
JACKSONVILLE,FL32207
COMPREHENSIVE MENTAL HEALTH SERVICES IN THE SAN MARCO COMMUNITY
7 BAPTIST BEHAVIORAL HEALTH
4160 UNIVERSITY BLVD S
JACKSONVILLE,FL32216
COMPREHENSIVE MENTAL HEALTH SERVICES in the southside community.
8
9
10
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part I, Line 3c Factors other than FPG n/a
Schedule H, Part I, Line 6a Community benefit report prepared by related organization Baptist Health System, Inc.
Schedule H, Part I, Line 7g Subsidized Health Services n/a
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 0
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance The organization uses a cost-to-charge ratio based on its cost accounting system.
Schedule H, Part II Community Building Activities Line 1: Physical Improvement and Housing As part of a revitalization project, hospital employees volunteered many hours working along with Habijax to build a home in a section of the community that is inhabited by some of our most vulnerable citizens. Funding support was provided to ensure the building and landscaping materials were available. A single mother and her son were able to purchase a home with a zero-interest mortgage as a result of Baptist's support. Line 2: Economic Development New employment opportunities were provided to 45 teenagers 16 - 18 years old after successful completion of an eight-week job readiness training program. Teens are provided exposure to the scope of practice for one of their top three areas of career interest at our flagship hospital system. The teens come from low-income neighborhoods and attend school with very low graduation rates. The summer employment opportunity provides teens exposure to real-life careers which motivates them to prepare appropriately for life after high school. Line 3: Community Support Employees volunteer their time to provide one-to-one mentoring for high school students each week. The students who participate in the program are from our most vulnerable communities and low income families. They also attend local schools with low graduation rates. In this career guidance mentoring program, mentors introduce students to various careers in healthcare. In addition, they serve as supporters and encouragers for teens as they navigate the challenges of adolescence. Line 5: Leadership Development and Training for community members Baptist health care professionals trained 11 community members as health advocates to lead peer to peer education classes on the topics of diabetes and nutrition. In the community, the health advocates educated 244 people on diabetes and 74 on nutrition. Line 6: Coalition Building Jacksonville Metropolitan Community Benefit Partnership came together to develop a multi-hospital system and public health sector collaborative community health needs assessment. The Partnership is a network of five hospitals and four public health departments that are a shared voice to improve population health by eliminating the gaps that prevent quality, integrated health care and to improve access to resources that support a healthier lifestyle. The Duval County Diabetes Coalition provides the infrastructure to bring adults and youth living with diabetes together to find the support and services they need. The coalition also works with healthcare providers including Baptist Health and diabetes professionals to create a uniformed message and to reduce the impact of diabetes though education, prevention and advocacy by creating networks of care and communication. Unlocking The Pieces - JCCI Mental Health Study and Planning - Baptist Health funded and provided leadership to the Jacksonville Community Council's Unlocking the Pieces inquiry to identify gaps in our system of mental health care and develop recommendations to close the gaps. More than 100 community members came together to learn about Jacksonville's mental health system of care and recommend actions for improvement. Healthy Jacksonville Childhood Obesity Coalition - Baptist Health is a member of the the Healthy Jacksonville Childhood Obesity Prevention Coalition (HJCOPC), which is a public-private partnership devoted to reducing and preventing childhood obesity in Duval County. Citizens, business leaders and community organizations work to create healthy environments for children and families through advocacy, education, policy development and cultural changes. Duval County Food Policy Council -The Duval County Food Policy Council (DCFPC) was formed in 2011 to address food access to improve the overall health of residents in Jacksonville. The Council is comprised of three task force groups all working toward creating a community that provides equal access to fresh and healthy food for all residents. * Community Food System Assessment: Works with community organizations to conduct a food assessment to aid in addressing and resolving the food desert epidemic in Duval County. * Urban Agriculture: Works with local farmers, chefs and community partners to determine what gardens are still active and how we can make them more sustainable as well as aid in supporting local farmers and the distribution of their food in and throughout our community. * Institutional Food and School Nutrition: Works with community partners, food services organizations, school board and local organizations to make improvements to the food we offer to our youth and adults. The organization has a mission of promoting food systems that support improved nutrition and public health; increase access for all to safe and wholesome food; and strengthen and expand the regional farm and food economy. The DCFPC is organized for the following purposes: strengthening local policy that takes a moralistic and holistic approach to solving our community's food and nutrition problems; ultimately strengthening the region's food, nutrition and agriculture system holistically: economically, socially, and environmentally; educating the public about food, nutrition and agriculture issues and policies; and optimizing access to food and nutrition. Emergency Services and Homeless Coalition - The Emergency Services and Homeless Coalition is a membership organization focused on reducing homelessness in Duval County. Baptist Health employees helped develop strategies to eliminate homelessness and connect people without housing to health care. Line 7: Community Health Improvement Advocacy To provide access to primary health care for the uninsured and the underinsured in four county areas, Baptist Health partners with IM Sulzbacher's two Federally Qualified Health Centers, Mission House, The Way Free Medical Clinic in Clay County, We Care, Helping Hands Community Outreach, the Partnership for Child Health and Volunteers in Medicine. Baptist partner's with DLC Nurse and Learn, Pine Castle, Youth Crisis Center and JASMYN to provide nursing care to ensure targeted health care needs are met for the vulnerable clients within their organizations. Line 9: Other Ageless Wisdom - Baptist Health, through the AgeWell Institute, provided ageless wisdom training to 15 people in Duval County in addition to training Baptist nursing staff. Ageless Wisdom is an aging sensitivity training program designed to allow the general public to identify and experience normal changes due to disease and disabilities associated with the aging process and discuss strategies to address them.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Patient service revenues are reported at estimated net realizable amounts for services rendered. The organization recognizes patient service revenues associated with patients who have third-party payor coverage on the basis of contractual rates for the services rendered. For uninsured patients that do not qualify for charity care, revenue is recognized on the basis of discounted rates in accordance with the organization's policy. Patient service revenues are reduced by the provision for bad debts and accounts receivable are reduced by an allowance for uncollectible accounts. These amounts are based on management's assessment of historical and expected net collections for each major payor source, considering business and economic conditions, trends in healthcare coverage and other collection indicators. Management regularly reviews collections data by major payor sources in evaluating the sufficiency of the allowance for uncollectible accounts. On the basis of historical experience, a significant portion of the organization's self-pay patients will be unable or unwilling to pay for the services provided. Thus, the organization records a significant provision for bad debts in the period services are provided related to self-pay patients. For receivables associated with patients who have third-party coverage, the organization analyzes contractually due amounts and provides an allowance for uncollectible accounts and a provision for bad debts, if necessary. Accounts receivable are written off after collection effort has been followed in accordance with the organization's policies.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology None of the bad debt expense is included in Schedule H, Part 1.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Baptist Health System, Inc. and Subsidiaries Notes to Consolidated Financial Statements 2. Significant Accounting Policies Net Patient Service Revenues, Accounts Receivable, and Provision for Bad Debts Patient service revenues are reported at estimated net realizable amounts for services rendered. The organization recognizes patient service revenues associated with patients who have third-party payor coverage on the basis of contractual rates for the services rendered. For uninsured patients that do not qualify for charity care, revenue is recognized on the basis of discounted rates in accordance with the organization's policy. Patient service revenues are reduced by the provision for bad debts and accounts receivable are reduced by an allowance for uncollectible accounts. These amounts are based on management's assessment of historical and expected net collections for each major payor source, considering business and economic conditions, trends in healthcare coverage and other collection indicators. Management regularly reviews collections data by major payor sources in evaluating the sufficiency of the allowance for uncollectible accounts. On the basis of historical experience, a significant portion of the organization's self-pay patients will be unable or unwilling to pay for the services provided. Thus, the organization records a significant provision for bad debts in the period services are provided related to self-pay patients. For receivables associated with patients who have third-party coverage, the organization analyzes contractually due amounts and provides an allowance for uncollectible accounts and a provision for bad debts, if necessary. Accounts receivable are written off after collection effort has been followed in accordance with the organization's policies.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs MEDICARE ALLOWABLE COST OF CARE BASED ON THE ORGANIZATION'S COST-TO-CHARGE RATIO AND COST ACCOUNTING SYSTEM ARE USED TO DETERMINE THE AMOUNT REPORTED ON LINE 6. NONE OF THE SHORTFALL REPORTED ON LINE 7 IS INCLUDED IN SCHEDULE H, PART I.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance YES, THE ORGANIZATION DOES HAVE A WRITTEN DEBT COLLECTION POLICY. THE POLICY DOES NOT SPECIFICALLY ADDRESS THOSE PATIENTS WHO ARE KNOWN TO QUALIFY OR HAVE APPLIED FOR CHARITY CARE AS THE ORGANIZATION DOES NOT BILL THESE PATIENTS. THE ORGANIZATION'S COST ACCOUNTING SYSTEM IDENIFIES ALL PATIENTS WHO HAVE A PENDING OR APPROVED CHARITY APPLICATION. THE ORGANIZATION WOULD ONLY BILL THE PATIENT IF, AFTER MULTIPLE ATTEMPTS TO OBTAIN ANY NEEDED DOCUMENTATION FROM THE PATIENT TO COMPLETE THE CHARITY APROVAL PROCESS, THE PATIENT WAS NONCOMPLIANT.
Schedule H, Part VI, Line 2 Needs assessment Baptist Health System, Inc. (BHS), parent company of the filing organization, is a member of the Jacksonville Community Benefit Partnership that is a collaborative of 5 hospitals who work together to access and address important community health needs. BHS has partnered with 43 faith-based organizations located in vulnerable low-income neighborhoods where a health needs survey is conducted annually. The survey of the members of our faith-based partners is anonymous. In addition, data is gathered from the Northeast Florida Counts website which serves as a source of population data and information about the health status of the community. It gathers information for Baker, Clay, Duval, Flagler, Nassau, St. Johns, and Volusia Counties.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance AT PATIENT ACcess POINTs, "GUIDELINES FOR CHARITY CARE ELIGIBILITY" CARDS ARE PROVIDED THAT CONTAIN FINANCIAL DISCOUNT AND CHARITY CARE INFORMATION. THIS INCLUDES A GENERAL CHART OF ELIGIBLE INCOME LEVELS AND ENCOURAGES PATIENTS TO SPEAK WITH ONE OF OUR PATIENT FINANCIAL ADVOCATES TO ARRANGE A FINANCIAL EVALUATION.THE ORGANIZATION SENDS STATEMENTS TO PATIENTS WHO HAVE APPLIED FOR CHARITY CARE BUT HAVE NOT PROVIDED ALL THE DOCUMENTATION THAT IS REQUIRED TO MAKE A DETERMINATION; LETTERS ARE SENT BY THE ORGANIZATION REQUESTING THE INFORMATION TO COMPLETE THEIR APPLICATION.
Schedule H, Part VI, Line 4 Community information The four counties served by Baptist Health System, Inc. (BHS), parent company of the filing organization, has close to 1.4 million people. The age range averages 18 to 44 year old. Females make up more of the population than males, but not more than 3%. Nassau and St. Johns Counties are nearly 90% Caucasian. Duval County has the region's largest African American population at 30 percent. Duval County also has the largest Asian population of 4.2 percent. Hispanic/ Latino residents make up 3.2 percent of Nassau County and 5.2 of St Johns County, while Duval is close to 9.0 percent. The population of the constituents in the urban core served is largely made up of African Americans with a very small percentage of Caucasians, Hispanic, and Asian culture. The average income in the area of focus is $21,000.
Schedule H, Part VI, Line 5 Promotion of community health Baptist Health System, Inc. (BHS), parent company of the filing organization, continues to maintain an open medical staff. A designated Social Responsibility Community Health Board Committee consisting of Northeast Florida residents who also serve on Baptist hospital boards of directors provides direction to the community health work based on the community need within the four county area served by Baptist Health. Baptist Health continues to donate more than 1.2 million dollars to support nonprofit organizations that provide health services to the underserved and low income community. Some of the nonprofit organizations provide primary care for the uninsured and the underinsured. Some provide behavioral health services to families who would not otherwise have access while others provide health services and transportation for the frail elderly.
Schedule H, Part VI, Line 6 Affiliated health care system Baptist Health System, Inc. (BHS) is the parent affiliate of Southern Baptist Hospital of Florida, Inc. (SBHF). The Social Responsibility and Community Health team at BHS coordinates the funding of nonprofit partners for SBHF and works with our employees in facilitating volunteer opportunities across our community. Members of the SBHF board of directors serve on the Social Responsibility and Community Health Committee. SBHF works closely with a number of nonprofit partners to meet the health needs in our community.
Schedule H (Form 990) 2014
Additional Data


Software ID: 14000329
Software Version: 2014v1.0
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
2014
Open to Public
Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number
59-0747311
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 Domestic Organizations and Domestic Governments. 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 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) Art With a Heart in Healthcare Inc
841 Prudential Dr
Jacksonville,FL32207
26-1313805 501(c)(3) 200,000       Provides one-on-one and group fine art experiences to patients of Wolfson Children's Hospital.
(2) Florida Bioethics Network
PO 16960
Miami,FL33101
501(c)(3) 14,000       Program dedicated to the understanding and resolution of ethical and legal problems arising in health care and research in Florida's hospitals.
(3) Community Hospice of Northeast Florida Inc
4266 Sunbeam Rd
Jacksonville,FL32257
59-1940256 501(c)(3) 6,000       Not-for-profit hospice that has served the Greater Jacksonville Metropolitan area since 1979.
(4) The Tom Coughlin Jay Fund Foundation Inc
5000 Sawgrass Village Circle
Ste 6
Ponte Vedra,FL32082
59-3426937 501(c)(3) 45,000       Provides financial assistance for household expenses on a temporary basis to families facing financial difficulty as a result of of their child's cancer.
(5) Davis Love Foundation
PO 20344
St Simons Island,GA31522
20-2920597 501(c)(3) 10,000       Community-based program for families in need.
(6) The Delores Barr Weaver Policy Center
40 E Adams St
Ste 130
Jacksonville,FL32202
501(c)(3) 75,000       Various research and programs to advance the rights of girls and young women in the community, especially those in the justice system.
(7) The Parent Help Center
PO Box 60722
Jacksonville,FL32236
501(c)(3) 35,000       Empowers parents to raise respectful and productive children in order to strengthen our community.
(8) Common Threads
222 W Merchandise Mart Plaza
Ste 1212
Chicago,IL60654
501(c)(3) 10,000       Educate children on nutrition and well-being through programs at local schools that empower underserved children and families to cook and eat healthy.
(9) Jacksonville Community Council Inc
2434 Atlantic Blvd
Jacksonville,FL32207
59-1163905 501(c)(3) 100,000       Programs to engage people to improve the local community.
(10) Pine Castle Inc
4911 Spring Park Rd
Jacksonville,FL32207
59-0704733 501(c)(3) 25,000       Provide care for developmentally disabled adults in the community
(11) Managed Access to Child Health Inc
910 N Jefferson St
Jacksonville,FL32202
59-3192240 501(c)(3) 25,000       Improve health and wellbeing of youth in NE Florida.
(12) Jacksonville Jaguars Foundation Inc
One Everbank Field Dr
Jacksonville,FL32202
59-3249687 501(c)(3) 6,053       Support for programs promoting youth fitness incentives.
(13) Seamark Ranch
One San Jose Pl
Ste 31
Jacksonville,FL32257
62-1858150 501(c)(3) 12,500       Organization is a nurturing Christian home and family system that gives children from families in crisis the tools they need for a brighter future.
(14) Professional Resource Network Inc
PO Box 16510
Fernandina Beach,FL32035
47-1746274 501(c)(3) 7,500       Impaired practioner network assistance to State of Florida.
(15) Youth Crisis Center Inc
3015 Parental Home Rd
Jacksonville,FL32216
59-2176287 501(c)(3) 15,594       Support programs for runaway, displaced and troubled youths in the community.
(16) Hope Havens Association Inc
4600 Beach Blvd
Jacksonville,FL32207
59-0668485 501(c)(3) 14,000       Children's clinic donation to expand mental health services for students.
(17) The River Garden Foundation Inc
11401 Old St Augustine Rd
Jacksonville,FL32258
59-3100673 501(c)(3) 15,000       Support for the elderly including housing and medical care.
(18) West Jax Outreach Inc
5126 Timuquana Rd
Jacksonville,FL32210
59-3038067 501(c)(3) 25,000       Support for medical clinic serving indigent population.
(19) Intellectual Explorers Inc
3885 St Johns Ave
Jacksonville,FL32205
49-2323877 501(c)(3) 8,000       Programs for culture, arts and humanities in the community.
(20) Pace Center for Girls Inc
1 W Adams St
Jacksonville,FL32202
59-2414492 501(c)(3) 25,000       Promote care for girls needing assistance in the community.
(21) Camp Boggy Creek
30500 Brantley Branch Rd
Eustis,FL32736
31-1794455 501(c)(3) 54,000       Enrich lives of children with serious illnesses.
(22) IM Sulzbacher Center for the Homeless Inc
11 E Adams St
Jacksonville,FL32202
59-3229898 501(c)(3) 75,000       Support center providing assistance to underserved and homeless in the community.
(23) Muslim American Social Services Inc
2333 St Johns Bluff Rd S
Jacksonville,FL32246
46-5096772 501(c)(3) 46,118       Support for medical services staff addressing CHNA priority of access to care.
(24) DLC Nurse and Learn
4101-1 College St
Jacksonville,FL32205
59-3618761 501(c)(3) 42,200       Provide educational programs for special-needs children.
(25) Jasmyn Properties Inc
923 Peninsular Pl
Jacksonville,FL32204
35-2300207 501(c)(3) 35,000       Provide access to mental health services for youth in the community.
(26) The Way Free Medical Clinic Inc
479 Houston St
Green Cove Springs,FL32043
76-0828154 501(c)(3) 50,000       Clay County medical clinic serving uninsured/indigent population in the community.
(27) Volunteers in Medicine
41 E Duval St
Jacksonville,FL32202
75-3002172 501(c)(3) 100,000       Charitable downtown health clinic for indigent families.
(28) The ARC Jacksonville Inc
1050 N Davis St
Jacksonville,FL32209
59-6209603 501(c)(3) 50,377       Support programs for youth with intellectual/developmental disabilities.
(29) We Care Jacksonville Inc
4080 Woodcock Dr
Ste 130
Jacksonville,FL32207
59-3431724 501(c)(3) 15,000       Support programs that provide health care for the indigent in the community.
(30) United Way of Northeast Florida
1301 Riverplace Blvd
Ste 400
Jacksonville,FL32207
59-0637825 501(c)(3) 28,000       Support for full service schools program in community.
(31) American Lung Association of Florida
68523 Belfort Oaks Pl
Jacksonville,FL32216
59-0662271 501(c)(3) 17,825       Health research and education of cardiopulmonary diseases.
(32) The Bridge of Northeast Florida Inc
1824 N Pearl St
2nd floor
Jacksonville,FL32206
59-1406016 501(c)(3) 25,000       Support mental health programs for the youth of the community.
(33) Clay Behavioral Health Center Inc
3292 County Rd 220
Middleberg,FL32068
59-2219317 501(c)(3) 31,107       Support behavioral health programs in Clay County.
(34) Women's Center of Jacksonville Inc
5644 Colcord Ave
Jacksonville,FL32211
26-7437216 501(c)(3) 35,143       Programs to improve women's lives through advocacy, support and education.
(35) Gateway Community Services Inc
555 Stockton St
Jacksonville,FL32204
59-1881828 501(c)(3) 25,000       Support programs for youth in the community to remain drug free.
(36) Seniors on a Mission Inc
2050 Art Museum Dr
Ste 102
Jacksonville,FL32207
59-3602867 501(c)(3) 10,000       Support programs for seniors to participate in mission trips to local nonprofit organizations in the community.
(37) Planned Parenthood of North Florida Inc
5978 Powers Ave
Jacksonville,FL32217
59-1061757 501(c)(3) 30,000       Support for family programs in the community.
(38) Lutheran Social Services of Northeast Florida Inc
4615 Philips Hwy
Jacksonville,FL32207
59-1965600 501(c)(3) 10,000       Support for AIDS care, education, infant mortality and refugee assistance programs within the community.
(39) Vision is Priceless Council Inc
5 Shircliff Way
Ste 546
Jacksonville,FL32204
59-3386495 501(c)(3) 15,000       Programs to improve vision health in the community.
(40) Catholic Charities Bureau Inc
134 E Church St 2
Jacksonville,FL32202
59-0862770 501(c)(3) 25,000       Programs to provide support to the underprivileged in the community.
(41) Friends of ElderSource Inc
10688 Old St Augustine Rd
Jacksonville,FL32257
27-1455873 501(c)(3) 50,000       Mission of organization is to expand and enhance services to elders through the provision of additional resources and to improve the quality of life of elders and their caregivers through advocacy.
(42) Florida Dental Association Foundation Inc
1111 E Tennessee St
Tallahassee,FL32308
59-0615479 501(c)(3) 37,500       Provide access to dental care in the community to address the CHNA priority of access to care.
(43) YMCA of Florida's First Coast Inc
12735 Gran Bay Pkwy
Ste 250
Jacksonville,FL32258
59-0638514 501(c)(3) 25,000       Support for Day Star program to address the CHNA priority of access to care.
(44) NAMI Jacksonville Florida Inc
PO Box 24783
Jacksonville,FL32241
59-2931035 501(c)(3) 9,000       Support for national alliance on mental health programs in the Jacksonville community.
(45) Episcopal Children's Services Inc
8443 Baymeadows Rd
Ste 1
Jacksonville,FL32256
59-1146765 501(c)(3) 10,000       Support for activities to reduce infant mortality including care coordination to get women into prenatal care.
(46) Hart Felt Ministries Inc
7235 Bonneval Rd 232
Jacksonville,FL32256
59-3712163 501(c)(3) 7,500       Support for wheel chair ramp supplies.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
46
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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












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
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds OUR COMMUNITY HEALTH EFFORTS ARE GUIDED BY THE ORGANIZATION'S COMMUNITY HEALTH COMMITTEE, COMPRISED OF SELECTED BAPTIST HEALTH SYSTEM, INC. (BHS) BOARD MEMBERS (BHS IS THE PARENT AFFILIATE OF THE ORGANIZATION). THE COMMITTEE PROVIDES STRATEGIC DIRECTION RELATED TO OUR COMMUNITY HEALTH ACTIVITIES AND ENSURES WE FOCUS ON KEY PRIORITIES THAT ALIGN WITH OUR MISSION.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. OUR COMMUNITY HEALTH EFFORTS ARE GUIDED BY THE ORGANIZATION'S COMMUNITY HEALTH COMMITTEE, COMPRISED OF SELECTED BAPTIST HEALTH SYSTEM, INC. (BHS) BOARD MEMBERS (BHS IS THE PARENT AFFILIATE OF THE ORGANIZATION). THE COMMITTEE PROVIDES STRATEGIC DIRECTION RELATED TO OUR COMMUNITY HEALTH ACTIVITIES AND ENSURES WE FOCUS ON KEY PRIORITIES THAT ALIGN WITH OUR MISSION.
Schedule I (Form 990) 2014


Additional Data


Software ID: 14000329
Software Version: 2014v1.0


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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
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
 
 
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
 
 
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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1A Hugh Greene
  President/CEO & Director
(i)
(ii)
805,353
...............................
0
325,000
...............................
0
30,000
...............................
0
405,541
...............................
0
15,975
...............................
0
1,581,869
...............................
0
0
...............................
0
2Richard D Glock MD
  Director
(i)
(ii)
0
...............................
125,759
0
...............................
0
0
...............................
130,168
0
...............................
1,820
0
...............................
12,024
0
...............................
269,771
0
...............................
0
3Michael Lukaszewski
  SVP/CFO
(i)
(ii)
149,104
...............................
0
0
...............................
0
5,769
...............................
0
2,623
...............................
0
6,599
...............................
0
164,095
...............................
0
0
...............................
0
4William C Mason
  Former CEO
(i)
(ii)
0
...............................
0
0
...............................
0
192,523
...............................
0
0
...............................
0
0
...............................
0
192,523
...............................
0
192,185
...............................
0
5John F Wilbanks
  Executive VP/COO
(i)
(ii)
490,122
...............................
0
171,448
...............................
0
15,000
...............................
0
233,776
...............................
0
12,589
...............................
0
922,935
...............................
0
0
...............................
0
6Harvey Granger
  SVP/General Counsel/Asst Secretary/Asst Treasurer
(i)
(ii)
366,851
...............................
0
111,240
...............................
0
15,000
...............................
0
194,698
...............................
0
20,006
...............................
0
707,795
...............................
0
0
...............................
0
7Scott Wooten
  SVP/CFO
(i)
(ii)
531,426
...............................
0
145,819
...............................
0
14,423
...............................
0
42,117
...............................
0
9,527
...............................
0
743,312
...............................
0
0
...............................
0
8Keith L Stein MD
  SVP/Chief Medical Officer
(i)
(ii)
456,488
...............................
0
126,654
...............................
0
12,000
...............................
0
92,684
...............................
0
19,450
...............................
0
707,276
...............................
0
0
...............................
0
9Michael A Mayo
  SVP
(i)
(ii)
385,796
...............................
0
105,300
...............................
0
10,000
...............................
0
114,921
...............................
0
20,230
...............................
0
636,247
...............................
0
0
...............................
0
10Michael Aubin
  SVP
(i)
(ii)
372,559
...............................
0
107,500
...............................
0
10,000
...............................
0
103,909
...............................
0
18,713
...............................
0
612,681
...............................
0
0
...............................
0
11Ronald G Robinson
  VP
(i)
(ii)
281,973
...............................
0
52,000
...............................
0
10,000
...............................
0
68,391
...............................
0
18,779
...............................
0
431,143
...............................
0
0
...............................
0
12Roland A Garcia
  CIO
(i)
(ii)
342,116
...............................
0
104,535
...............................
0
10,000
...............................
0
83,153
...............................
0
11,864
...............................
0
551,668
...............................
0
0
...............................
0
13Edward H Sim
  President, Physician Integration
(i)
(ii)
303,154
...............................
0
75,750
...............................
0
10,000
...............................
0
74,048
...............................
0
17,848
...............................
0
480,800
...............................
0
0
...............................
0
14Serge Vilvar MD
  Physician - Psychiatrist
(i)
(ii)
400,829
...............................
0
0
...............................
0
44,000
...............................
0
12,350
...............................
0
12,711
...............................
0
469,890
...............................
0
0
...............................
0
15Diane Raines
  SVP & Chief Nursing Officer
(i)
(ii)
290,828
...............................
0
74,765
...............................
0
10,000
...............................
0
74,232
...............................
0
19,509
...............................
0
469,334
...............................
0
0
...............................
0
16Audrey Moran
  SVP, Social Responsibility/Community Advocacy
(i)
(ii)
299,561
...............................
0
74,993
...............................
0
10,000
...............................
0
50,365
...............................
0
2,340
...............................
0
437,259
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation In accordance with the Executive Compensation policy of Baptist Health System, Inc. (BHS), the organization's sole member, BHS's Compensation Committee (made up of independent Directors of BHS) engages annually a third party compensation consultant who provides a database composed of current data regarding compensation paid for each executive position by similarly situated tax exempt health systems in the country. These health systems are generally the same size as BHS, considering revenue and other appropriate indicators. The group of comparator companies that is derived based on the above stated parameters comprise the "Market". When the Committee meets with such consultant, the consultant provides to Committee members compensation target levels that are competitive with the Market. Generally, the median of the Market is targeted. The actual amount that health system executives receive as compensation may be higher or lower than the median, depending on the health system and the individual's performance. The objective is to have a strong link between health system and individual performance and executive compensation such that if the health system and the individual perform at an optimal level, his or her compensation is in the higher range of the Market. Conversely, if either the health system or individual performance is below expectation, compensation may be in the lower range of the Market. The minutes of the annual Compensation Committee are recorded by the Committee's compensation consultant and are approved promptly by the Chair of such Committee.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan BAPTIST HEALTH SYSTEM, INC. (BHS), PARENT AFFILIATE OF SOUTHERN BAPTIST HOSPITAL OF FLORIDA, INC. (SBHF), HAS TWO ACTIVE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS (SERPS). ONE IS FOR CERTAIN EXECUTIVES (SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN) AND THE OTHER IS FOR CERTAIN VICE PRESIDENTS (VICE-PRESIDENT SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN). THESE SERPS ARE PLANS DESCRIBED IN IRS SECTION 457(F). THE BENEFITS UNDER THESE PANS ACCRUE DURING EACH EXECUTIVE'S TERM OF EMPLOYMENT. THESE BENEFITS ARE UNVESTED AND SUBJECT TO FORFEITURE UNTIL THE COVERED EMPLOYEE REACHES RETIREMENT AGE. THE FOLLOWING INDIVIDUALS ACCRUED UNVESTED BENEFITS UNDER THESE PLANS DURING CALENDAR YEAR 2014: A.HUGH GREENE, $366,717, JOHN F. WILBANKS, $197,354, HARVEY GRANGER, $157,098, Scott Wooten, $42,117, MICHAEL MAYO, $104,521, MICHAEL AUBIN, $98,059, EDWARD H. SIM, $61,698, KEITH STEIN, $58,034, ROLAND GARCIA, $46,172, DIANE RAINES, $43,318, Audrey Moran, $39,965, AND RONALD ROBINSON, $34,457. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C) FOR EACH OF THE LISTED INDIVIDUALS.
Schedule J (Form 990) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number
59-0747311
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2003A
  70,000,000 Proceeds used to currently refund prior issue   X   X   X
B JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2003B
469404UH8 12-01-2011 35,000,000 Proceeds used to currently refund prior issue   X   X   X
C JACKSONVILLE HEALTH FACILITIES AUTHORITY FIXED RATE HOSPITAL REVENUE EXTEND
ABLE NOTES SERIES 2003C
469404TU1 12-01-2011 20,000,000 Proceeds used to currently refund prior issue   X   X   X
D JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2004
  50,000,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY HOSPITAL REVENUE BONDS SERIES 2007
A
469404UA3 02-22-2007 66,726,413 HOSPITAL CAPITAL IMPROVEMENTS   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VARIABLE RATE HOSPITAL REVENUE EXT
ENDABLE NOTES SERIES 2007B
469404UL9 12-01-2011 27,750,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE REFUNDIN
G EXTENDABLE NOTES SERIES 2007CDE
  12-01-2011 92,984,049 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE NOTES SE
RIES 2009
  30,000,000 HOSPITAL CAPITAL IMPROVEMENTS   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2010A
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALT FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDABL
E NOTES SERIES 2010B
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2010C
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012A
  25,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012B
  20,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012C
  15,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012D
  40,000,000 HOSPITABLE CAPITAL EXPENDITURES   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 0 0
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 70,000,000 35,000,000 20,000,000 50,000,000
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 288,960 144,480 82,560 251,698
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 69,711,040 34,855,520 19,917,440 49,748,302
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2003 2003 2003 2004
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . . X   X   X   X  
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
               
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X   X     X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . WELLS FARGO
 
WELLS FARGO
 
UBS AND WELLS FARGO BANKS
 
 
 
c Term of hedge . . . . . . . . . . 10.9 10.9 16.1 10.0
d Was the hedge superintegrated? . . . .   X   X   X X  
e Was the hedge terminated? . . . . . .   X   X   X   X
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?                
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I, Column (c) Series 2007 CDE Cusip #'s: 2007C: N/A 2007D: 469404UP0 2007E: 469404UM7
Schedule K (Form 990) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number
59-0747311
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2003A
  70,000,000 Proceeds used to currently refund prior issue   X   X   X
B JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2003B
469404UH8 12-01-2011 35,000,000 Proceeds used to currently refund prior issue   X   X   X
C JACKSONVILLE HEALTH FACILITIES AUTHORITY FIXED RATE HOSPITAL REVENUE EXTEND
ABLE NOTES SERIES 2003C
469404TU1 12-01-2011 20,000,000 Proceeds used to currently refund prior issue   X   X   X
D JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2004
  50,000,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY HOSPITAL REVENUE BONDS SERIES 2007
A
469404UA3 02-22-2007 66,726,413 HOSPITAL CAPITAL IMPROVEMENTS   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VARIABLE RATE HOSPITAL REVENUE EXT
ENDABLE NOTES SERIES 2007B
469404UL9 12-01-2011 27,750,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE REFUNDIN
G EXTENDABLE NOTES SERIES 2007CDE
  12-01-2011 92,984,049 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE NOTES SE
RIES 2009
  30,000,000 HOSPITAL CAPITAL IMPROVEMENTS   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2010A
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALT FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDABL
E NOTES SERIES 2010B
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2010C
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012A
  25,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012B
  20,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012C
  15,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012D
  40,000,000 HOSPITABLE CAPITAL EXPENDITURES   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 0 0
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 70,000,000 35,000,000 20,000,000 50,000,000
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 288,960 144,480 82,560 251,698
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 69,711,040 34,855,520 19,917,440 49,748,302
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2003 2003 2003 2004
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . . X   X   X   X  
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
               
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X   X     X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . WELLS FARGO
 
WELLS FARGO
 
UBS AND WELLS FARGO BANKS
 
 
 
c Term of hedge . . . . . . . . . . 10.9 10.9 16.1 10.0
d Was the hedge superintegrated? . . . .   X   X   X X  
e Was the hedge terminated? . . . . . .   X   X   X   X
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?                
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I, Column (c) Series 2007 CDE Cusip #'s: 2007C: N/A 2007D: 469404UP0 2007E: 469404UM7
Schedule K (Form 990) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number
59-0747311
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2003A
  70,000,000 Proceeds used to currently refund prior issue   X   X   X
B JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2003B
469404UH8 12-01-2011 35,000,000 Proceeds used to currently refund prior issue   X   X   X
C JACKSONVILLE HEALTH FACILITIES AUTHORITY FIXED RATE HOSPITAL REVENUE EXTEND
ABLE NOTES SERIES 2003C
469404TU1 12-01-2011 20,000,000 Proceeds used to currently refund prior issue   X   X   X
D JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2004
  50,000,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY HOSPITAL REVENUE BONDS SERIES 2007
A
469404UA3 02-22-2007 66,726,413 HOSPITAL CAPITAL IMPROVEMENTS   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VARIABLE RATE HOSPITAL REVENUE EXT
ENDABLE NOTES SERIES 2007B
469404UL9 12-01-2011 27,750,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE REFUNDIN
G EXTENDABLE NOTES SERIES 2007CDE
  12-01-2011 92,984,049 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE NOTES SE
RIES 2009
  30,000,000 HOSPITAL CAPITAL IMPROVEMENTS   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2010A
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALT FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDABL
E NOTES SERIES 2010B
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2010C
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012A
  25,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012B
  20,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012C
  15,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012D
  40,000,000 HOSPITABLE CAPITAL EXPENDITURES   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 0 0
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 70,000,000 35,000,000 20,000,000 50,000,000
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 288,960 144,480 82,560 251,698
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 69,711,040 34,855,520 19,917,440 49,748,302
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2003 2003 2003 2004
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . . X   X   X   X  
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
               
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X   X     X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . WELLS FARGO
 
WELLS FARGO
 
UBS AND WELLS FARGO BANKS
 
 
 
c Term of hedge . . . . . . . . . . 10.9 10.9 16.1 10.0
d Was the hedge superintegrated? . . . .   X   X   X X  
e Was the hedge terminated? . . . . . .   X   X   X   X
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?                
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I, Column (c) Series 2007 CDE Cusip #'s: 2007C: N/A 2007D: 469404UP0 2007E: 469404UM7
Schedule K (Form 990) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number
59-0747311
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2003A
  70,000,000 Proceeds used to currently refund prior issue   X   X   X
B JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2003B
469404UH8 12-01-2011 35,000,000 Proceeds used to currently refund prior issue   X   X   X
C JACKSONVILLE HEALTH FACILITIES AUTHORITY FIXED RATE HOSPITAL REVENUE EXTEND
ABLE NOTES SERIES 2003C
469404TU1 12-01-2011 20,000,000 Proceeds used to currently refund prior issue   X   X   X
D JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2004
  50,000,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY HOSPITAL REVENUE BONDS SERIES 2007
A
469404UA3 02-22-2007 66,726,413 HOSPITAL CAPITAL IMPROVEMENTS   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VARIABLE RATE HOSPITAL REVENUE EXT
ENDABLE NOTES SERIES 2007B
469404UL9 12-01-2011 27,750,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE REFUNDIN
G EXTENDABLE NOTES SERIES 2007CDE
  12-01-2011 92,984,049 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE NOTES SE
RIES 2009
  30,000,000 HOSPITAL CAPITAL IMPROVEMENTS   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2010A
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALT FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDABL
E NOTES SERIES 2010B
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2010C
  24,400,000 Proceeds used to currently refund prior issue   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012A
  25,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012B
  20,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012C
  15,000,000 HOSPITAL CAPITAL EXPENDITURES   X   X   X
JACKSONVILLE HEALTH FACILITIES AUTHORITY VAR RATE HOSPITAL REVENUE EXTENDAB
LE NOTES SERIES 2012D
  40,000,000 HOSPITABLE CAPITAL EXPENDITURES   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 0 0
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 70,000,000 35,000,000 20,000,000 50,000,000
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 288,960 144,480 82,560 251,698
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0 0
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 69,711,040 34,855,520 19,917,440 49,748,302
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 0 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2003 2003 2003 2004
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . . X   X   X   X  
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
               
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X   X     X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . . WELLS FARGO
 
WELLS FARGO
 
UBS AND WELLS FARGO BANKS
 
 
 
c Term of hedge . . . . . . . . . . 10.9 10.9 16.1 10.0
d Was the hedge superintegrated? . . . .   X   X   X X  
e Was the hedge terminated? . . . . . .   X   X   X   X
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?                
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I, Column (c) Series 2007 CDE Cusip #'s: 2007C: N/A 2007D: 469404UP0 2007E: 469404UM7
Schedule K (Form 990) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) HARDEN & ASSOCIATES INC
 
DIRECTOR of filing organization 927,614 EMPLOYEE BENEFITS INSURANCE COMMISSIONS   No
(2) HARDEN & ASSOCIATES INC
 
DIRECTOR of filing organization 254,514 INSURANCE CONSULTING FEES   No
(3) EDENS LAURENCE J
 
FAMILY MEMBER OF CURRENT OFFICER of filing organization 14,580 EMPLOYED BY FILING ORGANIZATION   No
(4) Sherman Blair
 
Family member of director of filing organization 17,138 Employed by filing organization   No
(5) Stein Danielle
 
Family member of current officer of filing organization 35,005 Employed by filing organization   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0




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 990-EZ 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
2014
Open to Public
Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
Return Reference Explanation
Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION HAS A SOLE CORPORATE MEMBER, BAPTIST HEALTH SYSTEM, INC., WHOSE BOARD OF DIRECTORS ELECTS THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF DIRECTORS OF BAPTIST HEALTH SYSTEM, INC., THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ELECTS THE MEMBERS OF THE GOVERNING BODY OF THE ORGANIZATION.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Board of Directors of Baptist Health System, Inc., the sole corporate member of the filing organization, has the right to remove Directors of the Organization and must approve any amendments to the governing documents of the Organization.
Form 990, Part VI, Line 11b Review of form 990 by governing body WHILE THE ORGANIZATION'S GOVERNING BODY DID NOT REVIEW THE FORM 990, THE BOARD OF DIRECTORS OF BAPTIST HEALTH SYSTEM, INC., THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, WAS PROVIDED THE ORGANIZATION'S ENTIRE FORM 990 PRIOR TO ITS FILING VIA A LINK TO A PASSWORD-PROTECTED WEBSITE.
Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD OF DIRECTORS OF THE ORGANIZATION'S SOLE MEMBER, BAPTIST HEALTH SYSTEM, INC., HAS APPOINTED A CONFLICTS OF INTEREST COMMITTEE WHICH REGULARLY REVIEWS THE REQUIRED DISCLOSURES OF POTENTIAL CONFLICTS OF INTEREST BY THE DIRECTORS AND OFFICERS OF THE ORGANIZATION AND ITS AFFILIATES AND RECOMMENDS ANY ACTION TO BE TAKEN WITH REGARD TO SUCH DISCLOSURES. IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY, DURING MEETINGS OF THE ORGANIZATION'S GOVERNING BODY, A DIRECTOR WHO MAY HAVE A CONFLICT OF INTEREST IS EXCUSED FROM DISCUSSION BY THE GOVERNING BODY ABOUT ANY TRANSACTION OR MATTER THAT MAY HAVE GIVEN RISE TO THE DIRECTOR'S ACTUAL OR POTENTIAL CONFLICT OF INTEREST.
Form 990, Part VI, Line 15a Process to establish compensation of top management official IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION POLICY OF BAPTIST HEALTH SYSTEM, INC. (BHS), THE ORGANIZATION'S SOLE MEMBER, BHS'S COMPENSATION COMMITTEE (MADE UP OF INDEPENDENT DIRECTORS OF BHS) ENGAGES ANNUALLY A THIRD PARTY COMPENSATION CONSULTANT WHO PROVIDES A DATABASE COMPOSED OF CURRENT DATA REGARDING COMPENSATION PAID FOR EACH EXECUTIVE POSITION BY SIMILARLY SITUATED TAX EXEMPT HEALTH SYSTEMS IN THE COUNTRY. THESE HEALTH SYSTEMS ARE GENERALLY THE SAME SIZE AS BHS, CONSIDERING REVENUE AND OTHER APPROPRIATE INDICATORS. THE GROUP OF COMPARATOR COMPANIES THAT IS DERIVED BASED ON THE ABOVE STATED PARAMETERS COMPRISE THE "MARKET". WHEN THE COMMITTEE MEETS WITH SUCH CONSULTANT, THE CONSULTANT PROVIDES TO COMMITTEE MEMBERS COMPENSATION TARGET LEVELS THAT ARE COMPETITIVE WITH THE MARKET. GENERALLY, THE MEDIAN OF THE MARKET IS TARGETED. THE ACTUAL AMOUNT THAT HEALTH SYSTEM EXECUTIVES RECEIVE AS COMPENSATION MAY BE HIGHER OR LOWER THAN THE MEDIAN, DEPENDING ON THE HEALTH SYSTEM'S AND THE INDIVIDUAL'S PERFORMANCE. THE OBJECTIVE IS TO HAVE A STRONG LINK BETWEEN HEALTH SYSTEM AND INDIVIDUAL PERFORMANCE AND EXECUTIVE COMPENSATION SUCH THAT IF THE HEALTH SYSTEM AND THE INDIVIDUAL PERFORM AT AN OPTIMAL LEVEL, HIS OR HER COMPENSATION IS IS IN THE HIGHER RANGE OF THE MARKET. CONVERSELY, IF EITHER THE HEALTH SYSTEM OR INDIVIDUAL PERFORMANCE IS BELOW EXPECTATION, COMPENSATION MAY BE IN THE LOWER RANGE OF THE MARKET. THE MINUTES OF THE ANUNUAL COMPENSATION COMMITTEE ARE RECORDED BY THE COMMITTEE'S COMPENSATION CONSULTANT AND ARE APPROVED PROMPTLY BY THE CHAIR OF SUCH COMMITTEE.
Form 990, Part VI, Line 15b Process to establish compensation of other employees All officers and key employees of the organization were included in the Executive Compensation policy described on Form 990, Part VI, Line 15a. This process is used to establish compensation for these individuals for each calendar year.
Form 990, Part VI, Line 19 Required documents available to the public UPON RECEIVING A REQUEST FROM ANYONE, THE ORGANIZATION WILL SUPPLY A COPY OF ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, FINANCIAL STATEMENTS AND ITS MOST RECENTLY FILED FORM 990. THE ORGANIZATION ALSO MAKES ITS FORM 990 AVAILABLE AT THE WEBSITE GUIDESTAR.ORG.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Parking fee revenues - Total Revenue: 186446, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 186446; Health/fitness club revenues - Total Revenue: 173405, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 173405; All other revenues - Total Revenue: 5309034, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 5309034;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfers from (to) affiliated organizations - -48718010; Changes related to pension and executive compensation other than period costs - -24919751; Temporarily restricted contributions - 3007129; Permanently restricted contributions - 11321844; Net asset transfers from BHS to BHSF for endowment matching program - 9758258; Unrealized loss on interest rate swap agreements - -802915; Temporary restricted net assets released from restrictions - -5726982;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0
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
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Southern Baptist Hospital of Florida Inc
 
Employer identification number

59-0747311
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) Baptist Behavioral Health LLC
841 Prudential Dr
Ste 1601
Jacksonville,FL32207
46-4629700
Provide medical and healthcare services FL 0 0 Southern Baptist Hospital of Florida Inc
 










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 MEDICAL CENTER OF THE BEACHES INC
1350 13TH AVE S

JACKSONVILLE BEACH,FL32250
59-2980620
HOSPITAL FL 501(c)(3 3 BAPTIST HEALTH SYSTEM INC
 
 
No
(2) BAPTIST MEDICAL CENTER OF NASSAU INC
1250 S 18TH ST

FERNANDINA BEACH,FL32034
59-3234721
HOSPITAL FL 501(c)(3 3 BAPTIST HEALTH SYSTEM INC
 
 
No
(3) BAPTIST HEALTH SYSTEM INC
841 PRUDENTIAL DR STE 1602

JACKSONVILLE,GA32207
59-2487136
Financial/management assistance for health system FL 501(c)(3 Type I NA
 
 
No
(4) BAPTIST HEALTH SYSTEM FOUNDATION INC
841 PRUDENTIAL DR 13TH FLR

JACKSONVILLE,FL32207
59-2487135
FUNDRAISING FOR tax-exempt entities controlled by BHS FL 501(c)(3 7 BAPTIST HEALTH SYSTEM INC
 
 
No
(5) BAPTIST HEALTH PROPERTIES INC
3563 PHILIPS HWY BLD F STE 608

JACKSONVILLE,FL32207
59-2487133
Owns/manages real estate properties for health system FL 501(c)(3 Type I BAPTIST HEALTH SYSTEM INC
 
 
No
(6) BAPTIST HEALTH AMBULATORY SERVICES INC
3563 PHILIPS HWY BLD F STE 608

JACKSONVILLE,FL32207
59-3410739
Conducts medical research FL 501(c)(3 Type I BAPTIST HEALTH SYSTEM INC
 
 
No
(7) Coastal Community Health Inc
841 Prudential Dr
Ste 1450
Jacksonville,FL32207
47-1322041
Regional affiliation of BHS with 2 other 501(c)(3) healthcare systems FL 501(c)(3 Type I na
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) PAVILION ASSOCIATES LTD

3563 PHILIPS HWY BLD F STE 608
JACKSONVILLE,FL32207
59-2505491
NONRESIDENTIAL PROPERTY MANAGEMENT FL SOUTHERRN BAPTIST HOSPITAL OF FLORIDA INC
 
Excluded 1,286,689 8,556,757   No     No 98.5 %
(2) Corporate Health LLC

841 Prudential Dr Ste 1802
Jacksonville,FL32207
Operation of a medically-based wellness program FL Baptist Health System Inc
 
N/A 0 0     0     0 %










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) PAVILION HEALTH SERVICES

3563 PHILIPS HWY BLD F STE 608
JACKSONVILLE,FL32207
59-2059710
PHYSICIAN PRACTICES/RETAIL PHARMACIES FL BAPTIST HEALTH SYSTEM INC
 
C Corporation 0 0 0 %   No
(2) IT4CIN Inc

841 Prudential Dr
Ste 1802
Jacksonville,FL32207
47-3954500
Purchase health information technology products and services for its members. FL na
 
C Corporation 0 0 0 %   No










Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
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
Yes
 
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
Yes
 
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
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
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
Yes
 
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





Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Additional Data


Software ID: 14000329
Software Version: 2014v1.0