Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (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 | |||||
| (A)
BAPTIST HEALTH CARE FOUNDATION INC |
590192265 | 7 | Yes | 0 | 0 | |
| (B)
BAPTIST HOSPITAL INC |
590657322 | 3 | Yes | 0 | 0 | |
| (C)
JAY HOSPITAL INC |
592425149 | 3 | Yes | 0 | 0 | |
| (D)
LAKEVIEW CENTER INC |
590737872 | 7 | Yes | 0 | 0 | |
| Total 4 | 0 | 0 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.).. | ||||||
| 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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 6 | BAPTIST HEALTH CARE CORPORATION, SOLD ITS 100% MEMBERSHIP INTEREST IN ANDREWS RESEARCH AND EDUCATION INSTITUTE, LLC TO ANDREWS RESEARCH AND EDUCATION FOUNDATION, INC., A 501(C)(3) CORPORATION ON JANUARY 1, 2015. AS A CONDITION OF THE AGREEMENT BHC HAS AGREED TO THE FOLLOWING: 1. CERTAIN DEBT OBLIGATIONS OWED BY ANDREWS RESEARCH AND EDUCATION INSTITUTE, LLC TO BAPTIST HEALTH CARE CORPORATION TO BE CONVERTED INTO INVESTED CAPTIAL AND NO LONGER DUE FROM ANDREWS RESEARCH AND EDUCATION INSTITUTE, LLC TO BAPTIST HEALTH CARE CORPORATION. 2. PROVIDE CERTAIN FINANCIAL AND IN-KIND SUPPORT FOR A FIXED PERIOD OF TIME (5 YEARS) AS ANDREWS RESEARCH AND EDUCATION INSTITUTE, LLC / ANDREWS RESEARCH AND EDUCATION FOUNDATION, INC. DEVELOP AS AN INDEPENDENT ENTITY. |
| SCHEDULE A, PART IV, SECTION D, LINE 3 | THE OFFICERS OF BAPTIST HEALTH CARE CORPORATION ARE ALSO THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A | BAPTIST HEALTH CARE CORPORATION, BEING THE SOLE MEMBER OF ITS SUPPORTED ORGANIZATIONS HAS THE RIGHT TO ELECT THE GOVERNING BODY OF ITS SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION E, LINE 3B | BAPTIST HEALTH CARE CORPORATION, BEING THE SOLE MEMBER OF ITS SUPPORTED ORGANIZATIONS, MUST APPROVE ADDITIONS AND CHANGES TO THE POLICIES, PROGRAMS AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES TO CORPORATE BYLAWS OF BAPTIST HEALTH CARE CORPORATION (EFFECTIVE 09/12/16): CAPTIAL EXPENDITURES: THE THRESHOLDS FOR FINANCE COMMITTEE AND BOARD APPROVAL INCREASED FROM $300,000 TO $1,000,000. TRANSFERS OF REAL PROPERTY: TRANSFERS VALUED BETWEEN $500,000 AND $1,000,000 TO A THIRD PARTY REQUIRES APPROVAL OF THE FINANCE COMMITTEE. TRANSFERS TO A THIRD PARTY IN EXCESS OF $1,000,000 REQUIRE FINANCE COMMITTEE AND BOARD APPROVAL. ONE YEAR LEASES WITH BASE RENT EXCEEDING $1,000,000 (OR $3,000,000 FOR FIVE OR MORE YEARS) REQUIRE FINANCE COMMITTEE AND BOARD APPROVAL. ASSET TRANSFER OR DISPOSAL (OTHER THAN REAL PROPERTY): THE THRESHOLDS FOR FINANCE COMMITTEE AND BOARD APPROVAL INCREASED FROM $300,000 TO $1,000,000. INCURRENCE OF INDEBTEDNESS: INDEBTEDNESS UP TO $1,000,000 MAY BE APPROVED BY MANAGEMENT. INDEBTEDNESS BETWEEN $1,000,000 AND $5,000,000 REQUIRES APPROVAL OF THE FINANCE COMMITTEE. INDEBTEDNESS IN EXCESS OF $5,000,000 REQUIRES FINANCE COMMITTEE AND BOARD APPROVAL. GOVERNANCE COMMITTEE: REPLACED THE NOMINATING COMMITTEE AND IS RESPONSIBLE FOR PUTTING FORTH NEW MEMBERS FOR ALL BHC BOARDS. THIS COMMITTEE NOW HAS A MORE ROBUST PROCESS FOR DIRECTOR SELECTION, EVALUATION, EDUCATION, ORIENTATION, ETC. MISSION AND MINISTRY COMMITTEE: REPLACED THE CONTINUOUS IMPROVEMENT COMMITTEE TO OVERSEE PASTORAL SERVICE PROGRAMS AND COMMUNITY MINISTRIES. QUALITY AND PATIENT SAFETY COMMITTEE: REPLACED THE CONTINUOUS QUALITY IMPROVEMENT COMMITTEE, WHICH WAS RESPONSIBLE FOR CQI PHILOSOPHY AND OVERSIGHT. THIS COMMITTEES DUTIES WERE ALSO UPDATED TO REFLECT REGULATORY REQUIREMENTS AND EVOLVING ROLE OF BOARD OVERSIGHT OF QUALITY AND SAFETY. HUMAN RESOURCE COMMITTEE: THIS COMMITTEE WAS COMBINED WITH THE EXECUTIVE COMPENSATION COMMITTEE TO PROVIDE THE COMMITTEE WITH A FULL PICTURE OF EXECUTIVE AND TEAM MEMBER COMPENSATION AND BENEFIT ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 11 | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S MANAGEMENT PERSONNEL HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN MADE AVAILABLE TO THE EXECUTIVE COMPENSATION COMMITTEE AND ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. ALL BOARD MEMBERS ARE INFORMED THAT A PAPER COPY OF THE FORM 990 IS AVAILABLE AT THE ORGANIZATION'S PRINCIPAL OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND OFFICERS RECEIVE CORRESPONDENCE EACH YEAR THAT MUST BE COMPLETED AND SIGNED. THE CORRESPONDENCE INCLUDES A CONFLICTS OF INTEREST QUESTIONAIRE. OFFICERS AND KEY STAFF ALSO RECEIVE AN ATTESTATION FORM THAT MUST BE SIGNED CONFIRMING THAT THEY WILL DISCLOSE ANY CONFLICTS THAT VIOLATE THE ORGANIZATION'S POLICY. THE BOARD REVIEWS ALL CONFLICTS AND DETERMINES IF FURTHER ACTIONS NEED TO BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE CORPORATION BOARD UTILIZES INDEPENDENT COMPENSATION STUDIES THAT REFLECT THE CURRENT MARKET VALUE OF SPECIFIC KEY MANAGEMENT POSITIONS AS BENCHMARK DATA. ALL COMPENSATION OF KEY INDIVIDUALS MUST BE APPROVED BY THE COMPENSATION COMMITTEE. |
| FORM 990, SECTION C, LINE 19 | THE ORGANIZATION HAS ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE ANNUAL FINANCIAL STATEMENTS ON FILE IN THE ACCOUNTING AND ADMINISTRATION DEPARTMENTS. ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | PENSION ADJUSTMENT - ATMORE DISSAFFILIATION $ 3,912,803 DISCONTINUED OPERATIONS $ (163,474) EQUITY TRANSFER $ (163,853) ---------- $ 3,585,476 |
| Software ID: | |
| Software Version: |
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Affiliated Group Business Name:
BAPTIST HEALTH CARE CORPORAT
Address. Either US or Foreign Type:
PO BOX 17500
PENSACOLA, FL325227500 EIN:
59-2425151
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
113,910
Total Lobbying Expenditures:
113,910
Other Exempt Purpose Expenditures:
54,646,522
Total Exempt Purpose Expenditures:
54,760,432
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
BAPTIST HEALTH CARE FOUNDATI
Address. Either US or Foreign Type:
PO BOX 17500
PENSACOLA, FL325227500 EIN:
59-0192265
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
1,026,403
Total Exempt Purpose Expenditures:
1,026,403
Lobbying Nontaxable Amount:
177,640
Grassroots Nontaxable Amount:
44,410
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
BAPTIST HOSPITAL INC
Address. Either US or Foreign Type:
PO BOX 17500
PENSACOLA, FL325227500 EIN:
59-0657322
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
33,434
Total Lobbying Expenditures:
33,434
Other Exempt Purpose Expenditures:
482,004,279
Total Exempt Purpose Expenditures:
482,037,713
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
CMHC HERNANDEZ HOUSE INC
Address. Either US or Foreign Type:
1221 W LAKEVIEW AVENUE
PENSACOLA, FL325011836 EIN:
59-2041794
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
40,873
Total Exempt Purpose Expenditures:
40,873
Lobbying Nontaxable Amount:
8,175
Grassroots Nontaxable Amount:
2,044
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
JAY HOSPITAL INC
Address. Either US or Foreign Type:
PO BOX 17500
PENSACOLA, FL325227500 EIN:
59-2425149
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
2,496
Total Lobbying Expenditures:
2,496
Other Exempt Purpose Expenditures:
15,109,229
Total Exempt Purpose Expenditures:
15,111,725
Lobbying Nontaxable Amount:
905,586
Grassroots Nontaxable Amount:
226,397
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
LAKEVIEW PLACE INC
Address. Either US or Foreign Type:
1221 W LAKEVIEW AVENUE
PENSACOLA, FL325011836 EIN:
59-2804577
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
77,621
Total Exempt Purpose Expenditures:
77,621
Lobbying Nontaxable Amount:
15,524
Grassroots Nontaxable Amount:
3,881
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
LAKEVIEW VILLA INC
Address. Either US or Foreign Type:
1221 W LAKEVIEW AVENUE
PENSACOLA, FL325011836 EIN:
59-2842486
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
129,961
Total Exempt Purpose Expenditures:
129,961
Lobbying Nontaxable Amount:
25,992
Grassroots Nontaxable Amount:
6,498
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
LAKEVIEW CENTER INC
Address. Either US or Foreign Type:
1221 W LAKEVIEW AVENUE
PENSACOLA, FL325011836 EIN:
59-0737872
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
82,666
Total Lobbying Expenditures:
82,666
Other Exempt Purpose Expenditures:
144,385,468
Total Exempt Purpose Expenditures:
144,468,134
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
GLOBAL CONNECTIONS TO EMPLOY
Address. Either US or Foreign Type:
1221 WEST LAKEVIEW AVE
PENSACOLA, FL32501 EIN:
47-2592811
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
97,589,493
Total Exempt Purpose Expenditures:
97,589,493
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|