TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) George T Elmore...................................................................... Director	2.0 ................. 4.0	X	X			0	0	0
(2) Barbara B Lucas...................................................................... Director	2.0 ................. 0	X				0	0	0
(3) Calvin H Babcock...................................................................... Director	2.0 ................. 4.0	X				0	0	0
(4) Colleen Rhodd...................................................................... Director	2.0 ................. 4.0	X				0	0	0
(5) I Jeffrey Pheterson ESQ...................................................................... Director	2.0 ................. 8.0	X				0	0	0
(6) John Pasqual DMD...................................................................... Director	2.0 ................. 6.0	X				0	0	0
(7) Marie Bedner...................................................................... Director	2.0 ................. 4.0	X				0	0	0
(8) Michael Mccarthy...................................................................... Director	2.0 ................. 2.0	X				0	0	0
(9) Roberta Stokes...................................................................... Director	2.0 ................. 8.0	X				0	0	0
(10) Steven Litinsky MD MBA...................................................................... Director	2.0 ................. 6.0	X				0	0	0
(11) Jared Smith...................................................................... CEO	44.0 ................. 4.0		X			0	518,734	53,103
(12) Keith M Nilsson...................................................................... Regional VP of Finance	25.0 ................. 25.0		X			0	789,704	166,435
(13) Ana Machado Rosacker...................................................................... VP Administration	50.0 ................. 0			X		255,936	0	62,094
(14) Joanne Aquilina...................................................................... VP of Finance Operations - End 06/2023	50.0 ................. 0.0			X		1,035,370	0	37,194
(15) Keith J Foster...................................................................... CMO - Beg 01/2023	50.0 ................. 0			X		486,185	0	130,648
(16) Tracy Jo Edelstein...................................................................... VP Nursing - End 11/2023	50.0 ................. 0			X		307,416	0	41,842
(17) Dana Marschall...................................................................... Patient Care Supervisor	45.0 ................. 0				X	256,955	0	31,144

(A) Name and business address	(B) Description of services	(C) Compensation
SHERIDAN HEALTHCORP INC PO BOX 744883 ATLANTA,GA303744883	PHYSICIAN SERVICES	13,428,277
AYA HEALTHCARE INC PO BOX 674907 DALLAS,TX752674907	CONTRACT LABOR	3,426,860
FLORIDA HOSPITAL MEDICINE SERVICES LLC PO BOX 634850 CINCINNATI,OH452634850	PHYSICIAN SERVICES	3,211,112
BOSTON SCIENTIFIC CORPORATION PO BOX 951653 Dallas,TX753951653	MAINTENANCE CONTRACTS	2,503,309
MANAGEMENT HEALTH SYSTEM LLC 1580 SAWGRASS CORPORATE PARKWAY STE 200 SUNRISE,FL33323	CONTRACT LABOR	2,409,256
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 100

- TIN:

SCHEDULE A
(Form 990)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

Bethesda Hospital Inc

Employer identification number

59-2447554

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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

Gross receipts from related activities, etc. (see instructions) ..................

First 5 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

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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.)..

First 5 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

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) 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.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

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

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). 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 0.015 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 0.035	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

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) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

Bethesda Hospital Inc

Employer identification number

59-2447554

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization Bethesda Hospital Inc

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization Bethesda Hospital Inc		Employer identification number 59-2447554

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) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization Bethesda Hospital Inc			Employer identification number 59-2447554
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2023)

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

Bethesda Hospital Inc

Employer identification number

59-2447554

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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 on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	31,752,737	31,752,737	31,752,737	26,826,958	25,503,129
b	Contributions ...
c	Net investment earnings, gains, and losses				5,210,245	1,741,725
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...				284,466	417,896
f	Administrative expenses ....
g	End of year balance ......	31,752,737	31,752,737	31,752,737	31,752,737	26,826,958

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

100 %

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

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" on 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 .....	54,806,422		54,806,422
b	Buildings ....	184,244,344	57,185,848	127,058,496
c	Leasehold improvements	331,834	224,136	107,698
d	Equipment ....	113,381,462	55,948,123	57,433,339
e	Other .....	32,477,515	7,458,220	25,019,295
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				264,425,250

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on 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........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)Other Investments				3,558,327
(2)Right Of Use ASSETS				5,467,671
(3)PHYSICAN GUARANTEE ASSET				2,095,236
(4)Beneficial Interest in BHSF Foundation				49,163,740
(5)Other Assets				148,796
(6)Other Receivables				1,658,406
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				62,092,176

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
ASSET RETIREMENT OBLIGATION	38,572
MALPRACTICE TAIL INSURANCE	34,442,631
PHYSICIAN GUARANTEE LIABILITY	2,095,236
Post Retirement Benefits LT	6,910,103
Right of Use Liabilities ST	4,562,314
Right of Use Liabilities LT	6,471,095
Due to Affiliates	406,345,669


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	460,865,620
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) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	448,784,159
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	-69,101,142
e	Add lines 2a through 2d .....................			2e	-69,101,142
3	Subtract line 2e from line 1..................			3	517,885,301
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	1,599,261
c	Add lines 4a and 4b....................			4c	1,599,261
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	519,484,562

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	479,781,085
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	17,492
e	Add lines 2a through 2d....................			2e	17,492
3	Subtract line 2e from line 1...................			3	479,763,593
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	70,247,189
c	Add lines 4a and 4b.....................			4c	70,247,189
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	550,010,782

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	THE ENDOWMENT FUNDS ARE HELD BY BAPTIST HEALTH SOUTH FLORIDA FOUNDATION, INC. THE ENDOWMENT FUNDS ARE USED TO SUPPORT BETHESDA HOSPITAL, INC. IN THE PROVISION OF QUALITY HEALTH CARE SERVICES TO THE SURROUNDING COMMUNITY.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	BHSF, the BHSF Hospitals, BOS, BHMG, MCIBH, and BHSF Foundation are not-for-profit corporations and recognized as tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code. BHMG affiliated physician practices are single-member LLCs, which are treated as disregarded entities for federal income tax purposes. BHE, BocaCare, BHC, and the Insurance Companies are for-profit entities. BHSF provides for income taxes in accordance with the provisions of FASB ASC 740, Income Taxes ("ASC 740"). As required under ASC 740, deferred tax assets and liabilities are recognized under the balance sheet approach, which recognizes the future tax effect of temporary differences between the amounts recorded in the financial statements and the tax basis of these amounts. Deferred tax assets and liabilities are measured using the enacted tax rates expected to apply to taxable income in the periods in which the deferred tax assets or liabilities are expected to be realized or settled. Taxes collected from patients, tenants, customers and others, concurrent with specific revenue-producing transactions and subsequently remitted to governmental authorities, are recorded on a net basis and excluded from revenues. As of September 30, 2024, 2023 and 2022, BHSF had no material unrecognized tax positions. BHSF is periodically audited by federal and state taxing authorities. The outcome of these audits may result in BHSF being assessed taxes in addition to amounts previously paid. Federal returns for fiscal years 2020 through 2023 remain open and subject to examination by the Internal Revenue Service.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	Charity Care - -31348822 Provision for Bad Debt - -37752320
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	Gain/Loss on Disposal of Assets - -17492 Transfer From Restricted Fund - Equipment - 470706 Investment Income - 1146047
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	Gain/Loss on Disposal of Assets - 17492
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	Charity Care - 31348822 Provision for Bad Debts - 37752320 Investment Income - 1146047

Schedule D (Form 990) 2022

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

Bethesda Hospital Inc

Employer identification number

59-2447554

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other %

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: . . . . . . . .

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Yes

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

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) . . .		843	16,250,097		16,250,097	3.17 %
b	Medicaid (from Worksheet 3, column a) . . . . .			34,595,850	24,148,039	10,447,811	2.04 %
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	843	50,845,947	24,148,039	26,697,908	5.21 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).					0	0 %
f	Health professions education (from Worksheet 5) . . .			10,151,056	5,385,662	4,765,394	0.93 %
g	Subsidized health services (from Worksheet 6) . . . .			749,144		749,144	0.15 %
h	Research (from Worksheet 7) .					0	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .					0	0 %
j	Total. Other Benefits . .	0	0	10,900,200	5,385,662	5,514,538	1.08 %
k	Total. Add lines 7d and 7j .	0	843	61,746,147	29,533,701	32,212,446	6.29 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

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					0	0 %
2	Economic development					0	0 %
3	Community support					0	0 %
4	Environmental improvements					0	0 %
5	Leadership development and training for community members					0	0 %
6	Coalition building					0	0 %
7	Community health improvement advocacy					0	0 %
8	Workforce development					0	0 %
9	Other					0	0 %
10	Total	0	0	0	0	0	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

6,620,596

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

125,720,652

Enter Medicare allowable costs of care relating to payments on line 5.....

149,721,430

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-24,000,778

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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) 2023

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?2Name, 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)						Other (describe)	Facility reporting group
1	BETHESDA HOSPITAL EAST 2815 S SEACREST BLVD BOYNTON BEACH,FL33435 WWW.BETHESDAWEB.COM 4452	X	X	X	X	INPATIENT	A
2	BETHESDA HOSPITAL WEST 9655 WEST BOYNTON BEACH BLVD BOYNTON BEACH,FL33472 WWW.BETHESDAWEB.COM 4452	X	X	X	X	INPATIENT	A

Schedule H (Form 990) 2023

Page 4

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

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 23

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 .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

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. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): The CHNA report has been made widely available on the Baptist Health website. https://baptisthealth

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 23

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): The most recent Implementation Plan has been made widely available on the Baptist Health website. HT

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on 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) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 0.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE PART VI

The FAP application form was widely available on a website (list url):

SEE PART VI

A plain language summary of the FAP was widely available on a website (list url):
SEE PART VI

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	A
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized 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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	A
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

Page 8

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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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 - BETHESDA HOSPITAL EAST/WEST. For its FY2024 Community Health Needs Assessment ("CHNA"), Baptist Health South Florida, Inc. and its affiliates ("Baptist Health "BHSF") conducted the assessment of the Bethesda Hospital East and West (collectively "BHEW") community. The CHNA prioritized the needs and areas of opportunity based on input from the BHEW community; analysis of local, State of Florida, and federal quantitative data; and focus groups. The designated service area for BHEW consists of 18 zip codes in Palm Beach County. BHEW invited key stakeholders to one of three scheduled focus groups held via Zoom in March 2024. In addition, an online survey was emailed to all invitees who were unable to participate in the live Zoom sessions. A total of 31 community and internal stakeholders shared their perspective on the overall health of the Bethesda Hospital East and West community. Internal stakeholders included various members of hospital leadership, representatives from case management, nursing, community relations, and physicians. External stakeholders included various community, non-profit organizations, and local government leaders. Focus group participants were asked to consider a compilation of data, which included statistical information focused on the BHEW primary service area residents, and, when available, Palm Beach County, Florida and the U.S. and their personal/professional perspective during the qualitative question and answer portion of the focus group session.
Schedule H, Part V, Section B, Line 6a Facility A, 1	Facility A, 1 - BETHESDA HOSPITAL EAST/WEST. For its FY2024 CHNA, Baptist Health conducted the assessment for BHEW. In order to ensure broad community input, Baptist Health utilized the existing CHNA steering committee composed of 20 representatives, including hospital representatives, with experience in assessing healthcare needs to organize BHEW's CHNA approach. The report takes into account the latest government and public statistics. Hospital data and feedback from the various focus groups and surveys.
Schedule H, Part V, Section B, Line 11 Facility A, 1	Facility A, 1 - Bethesda Hospital East/West. BHEW CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT DURING FY2024 TO BETTER UNDERSTAND THE HEALTHCARE NEEDS OF THE COMMUNITY IT SERVES IN PALM BEACH COUNTY. DURING FY24, THE PRIORITIES ADDRESSED WERE RELATED TO THE PREVIOUSLY COMPLETED FY21 CHNA, WHICH INCLUDED THE FOLLOWING FIVE PRIORITY AREAS: 1. CHRONIC DISEASE MANAGEMENT 2. HEALTHY LIFESTYLES AND WELLNESS 3. BEHAVIORAL HEALTH 4. AVAILABILITY OF PRIMARY CARE AND PREVENTION 5. ACCESS TO CARE THE WRITTEN IMPLEMENTATION PLAN ADDRESSES EACH OF THESE FIVE PRIORITY AREASE, WITH STRATEGIES ORGANIZED AROUND EACH PRIORITY AREA. 1. CHRONIC DISEASE MANAGEMENT - Baptist Health is committed to helping community members manage and improve their quality of life by providing resources on how to manage their chronic diseases. In FY2024, the Community Health Department offered 131 programs focused on chronic disease management to a total of 5,061 participants. In the Bethesda Hospital service area, 13 programs were offered, attended by 363 attendees. - Baptist Health contributed $351,000 to support chronic disease management organizations. * Palm Beach: Diabetes Coalition of Palm Beach County and YMCA South Palm Beach * Broward: Gilda's Club of South Florida and We Stand Together * Miami-Dade: BRCA Strong, Leukemia & Lymphoma Society, Lotus House, Miggy's Gift, Not my Daughter, Sharsheret, and Susan G Komen * Multiple Counties: American Cancer Society, American Heart Association, Gift of Life and Zero Prostate. Although BHEW does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact BHEW community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. - Twenty-one (21) chronic disease management support groups were offered throughout the Baptist Health system and hosted 1,330 participants. Bethesda Hospital East and West hosted 208 participants in two chronic disease management support groups focused on stroke support. - Baptist Health's Community Health department ("Community Health") hosted 2,839 exercise classes, totaling 98,355 exercise encounters, and conducting 4,528 biometric screenings. Four health fairs were offered in the Bethesda Hospital East and West service area. 2. HEALTHY LIFESTYLES AND WELLNESS - Baptist Health contributed $169,000 to support healthy lifestyles and wellness organizations. Palm Beach: 211 Palm Beach/Treasure Coast Broward: Healthy Mothers Healthy Babies Miami-Dade: Center for Family and Child Enrichment Monroe: Monroe County School District Multiple Counties: United Way in Palm Beach, Broward, Miami-Dade, and Monroe - Baptist Health is committed to improving the health and wellness of the community. In FY2024, the Community Health Department offered 224 programs focused on healthy lifestyles and wellness to a total of 6,791 participants. Of these, 13 programs were offered to 378 participants in the Bethesda Hospital East and West service area. Healthy Aging: 1 program, 12 participants Maternal Health: 7 programs, 101 participants Nutrition Education: 202 programs, 6,166 participants Women's Health: 9 programs, 387 participants Sleep: 2 programs, 74 participants Men's Health: 3 programs, 51 participants - Four support groups focused on healthy lifestyles and wellness were offered throughout Baptist Health and hosted 813 participants. Boca Raton Regional Hospital hosted 228 participants in two maternal and child support groups, focused on breastfeeding and new mother support.
Schedule H, Part V, Section B, Line 11 Facility A, 2	Facility A, 2 - Bethesda Hospital East/West (Continued). 3. BEHAVIORAL HEALTH - Baptist Health is committed to improving the health and wellness of the community. The Community Health Department ("Community Health") offers free in-person and virtual behavioral health education, focusing on topics such as stress management, mindfulness, meditation, and various mental health issues. These health programs and workshops are offered to the community-at-large and to smaller, restricted groups, in partnership with community organizations, or other media outlets, like Baptist Health Resource Blogs, Facebook and Instagram Live programs, Tik Tok videos, and articles for websites such as Healthline and newspapers. In FY2024, Community Health offered 367 classes focused on behavioral health to a total of 11,470 community participants. In the Bethesda Hospital East and West service area, five behavioral health programs were offered with 1,664 participants. - Four Behavioral Health support groups were offered throughout the Baptist Health system, and the system hosted a total of 390 participants. - Baptist Health has been able to establish behavioral health partnerships to help support our communities through community benefit support. In FY2024, Baptist Health contributed $628,000 to support our partners. These organizations provide psychiatric assessments, free outpatient counseling, bereavement support groups, inpatient substance use treatment, and free/low-cost medications for Baptist Health's patients and our community's members. Palm Beach County: Faulk Center for Counseling Broward: Eagles' Haven Miami-Dade County: Agape Network, Children's Bereavement Center, Jewish Community Services, New Hope Corps, and Sofia's Hope Monroe: Autism Society of the Keys, Florida Keys Children's Shelter, and Island Dolphin Care - Postpartum depression, a severe condition associated with a number of risk factors, manifests differently among women and at different points during the postpartum period. Baptist Hospital of Miami, South Miami Hospital, West Kendall Baptist Hospital, Homestead Hospital, Bethesda Hospital East, and Boca Raton Regional Hospital have standardized a protocol ensuring that all new mothers in their labor and delivery departments receive a postpartum depression screening prior to discharge. Patients who score high on the Edinburgh Postnatal Depression Scale are referred to the Social Work department for evaluation, and their primary obstetrician is notified for further evaluation. - The Baker Act is a Florida law that enables families and loved ones to provide emergency mental health services and temporary detention for people who are impaired because of their mental illness, and who are unable to determine their treatment needs. In partnership with Fort Lauderdale Behavioral Health, 84 percent of patients in need of a Baker Act transfers at Bethesda Hospital East and West to a federally qualified receiving facility were placed within four hours of being admitted to the emergency department. Bethesda Hospital East and West were able to coordinate the timely referral of 176 Baker Act patients to behavioral health providers in the community, of which 148 were transferred within the stipulated four-hour timeframe. - In FY2024, Baptist Health's Care-On-Demand provided 164 behavioral health visits to the community. Notably, 26 of these visits served Palm Beach County residents. Although Bethesda Hospital East and West does not directly provide behavioral health support via tele-health, Baptist Health as a system provides support to directly impact the Bethesda Hospital East and West community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. - Pastoral care services and Palliative Care for Baptist Health totaled $2.8 million. Although Bethesda Hospital East and West does not directly provide pastoral care services and palliative care, Baptist Health as a system provides support to directly impact Bethesda Hospital East and West and the other Baptist Health entities. - Baptist Health has implemented a depression screening questionnaire across our primary care practices for all patients. Those screening positively will receive further assessment to guide treatment planning. Bethesda Hospital East and West have implemented the Columbia Suicide Severity Rating Scale (C-SSRS) in the hospital's emergency department. The C-SSRS is a measure used to identify and assess individuals at risk for suicide. Providers should use the scale as a measure of suicidal ideation, intent or plan, and past suicidal behavior. This scale is used to guide appropriate therapeutic intervention and to facilitate safety monitoring and planning. Baptist Health has implemented the C-SSRS at all of its entities across the system. 4. AVAILABILITY OF PRIMARY CARE AND PREVENTION - Baptist Health contributed $1.1 million in cash to support access and availability to primary care and prevention. Palm Beach County: Promise Fund of Florida Miami-Dade County: Camillus House and FIU NeighborhoodHELP Although BHEW does not directly provide cash contributions to these organizations, Baptist Health as a system provides support to directly impact BHEW community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. - Baptist Health Primary Care has nine locations serving Palm Beach County. - Baptist Health sustains its commitment to the ongoing education of its primary care providers and allied health professionals through its accredited Continuing Medical Education ("CME") program. In FY2024, it offered 324 conferences attended by 112,994 health professionals. Furthermore, 2,379 credits were offered, resulting in the awarding of a total of 171,065 CME/CE credits to participants who completed multiple activities. Although BHEW does not provide CME directly to community physicians and health professionals, Baptist Health provides CME to directly impact the BHEW community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. - To make prevention screenings accessible for everyone, Baptist Health offers special pricing for uninsured patients. Baptist Health provided 7,891 discounted diagnostic tests. Additionally, Baptist Outpatient Services, in Palm Beach County, offered the following discounted diagnostic tests: 363 cardiac scoring, 60 lung screening, and 689 mammogram imaging exams to those who were uninsured in the community. Although BHEW does not provide discounted diagnostic screenings directly to community, Baptist Health and Baptist Outpatient Services provides discounted diagnostic screenings to directly impact the BHEW community and the communities of Miami-Dade, Broward, and Palm Beach counties. 5. ACCESS TO CARE - Baptist Health contributed $4.1 million in cash to support access to care. Baptist Health provides funding to support operations for ten (10) community clinics and other organizations: Palm Beach County: Caridad Center and Palm Beach Medical Society Services Miami-Dade County: Caring for Miami, Chapman Partnership, Good News Care Center, Good Samaritan Clinic, Homestead Community Health Center, Miami Lighthouse for the Blind and Visually Impaired, Open Door Health Center, and South Miami Children's Clinic Monroe County: Florida Keys Area Health Centers and Good Health Clinic - Financial Assistance Policy - BHEW provided $5.3 million in charity care to 843 unique individuals through 1,320 total patient encounters. - Bethesda Hospital East and West incurred a Medicaid shortfall of $30.5 million, resulting from 29,023 cases, during FY2024. - Care On Demand ("COD") serves as Baptist Health's telehealth platform and digital front door to accessing the system. Service is now available across multiple specialties to address our patients' needs. The platform provided 15,647 virtual urgent care visits, with 8,800 being provided free of charge. In Palm Beach County, COD provided 1,563 virtual urgent care visits, with 467 being free of charge. In addition to urgent care visits, Baptist Health offered specialty visits through the COD platform, including three for Nutrition and Lactation visits. Although BHEW does not directly provide telehealth support via COD, Baptist Health as a system provides support to directly impact the BHEW community and the communities of Monroe, Miami-Dade, Broward, and Palm Beach counties. ALL IDENTIFIED NEEDS ARE BEING ADDRESSED IN VARIOUS FORMS, EITHER DIRECTLY BY BAPTIST HEALTH OR IN COLLABORATION WITH EXTERNAL COMMUNITY-BASED ORGANIZATIONS.
Schedule H, Part V, Section B, Line 16 Facility A, 1	Facility A, 1 - Bethesda Hospital East/West. All self-pay patients received with their statements a plain language summary of the Financial Assistance Policy.

Schedule H (Form 990) 2023

Page 9

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?0
Name and address		Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2023

Page 10

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 VI, Line 6 AFFILIATED HEALTH CARE SYSTEM	BAPTIST HEALTH SOUTH FLORIDA AND ITS AFFILIATES ("BAPTIST HEALTH") OFFER A COMPREHENSIVE CONTINUUM OF SERVICES, EITHER THROUGH THEIR OWN PROGRAMS OR IN COOPERATION WITH OTHER HEALTHCARE PROVIDERS. BAPTIST HEALTH'S PROGRAMS AND SERVICES INCLUDE THE FOLLOWING: BAPTIST HEALTH HEART & VASCULAR CARE: WE PROVIDE CONVENIENT CARDIOVASCULAR CARE THROUGHOUT MIAMI-DADE, BROWARD, PALM BEACH AND MONROE COUNTIES ACROSS OUR 11 HOSPITALS, SPECIALTY PHYSICIAN PRACTICES AND RENOWNED INSTITUTES: BAPTIST HEALTH MIAMI CARDIAC & VASCULAR INSTITUTE AND CHRISTINE E. LYNN HEART & VASCULAR INSTITUTE. BAPTIST HEALTH CARDIAC & VASCULAR INSTITUTE: BAPTIST HEALTH CARDIAC & VASCULAR INSTITUTE IS THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR FACILITY IN THE SOUTH FLORIDA REGION. PATIENTS CAN EXPERIENCE CONSISTENT, EXCEPTIONAL, EVIDENCE-BASED CARE AT INSTITUTE LOCATIONS THROUGHOUT BAPTIST HEALTH. THE INSITITUTE'S TEAM OF MULTILINGUAL, MULTIDISCIPLINARY SPECIALISTS HAVE PIONEERED THE DEVELOPMENT OF TECHNOLOGY USED TO TREAT ANEURYSMS, BLOCKAGES IN VEINS AND ARTERIES, AND HOLES IN THE HEART. BAPTIST HEALTH CARDIAC & VASCULAR INSTITUTE PARTICIPATES IN CLINICAL RESEARCH STUDIES AND OFFERS THE MOST MINIMALLY INVASIVE OPTIONS WHENEVER FEASIBLE. THE INSTITUTE ALSO EXTENDS PERSONALIZED EDUCATION AND REHABILITATION SERVICES TO HELP MANAGE EXISTING CONDITIONS AND PREVENT CARDIOVASCULAR DISEASES. THE INSTITUTE ADHERES TO QUALITY STANDARDS AND HAS MORE THAN 100 PHYSICIANS WHO REPRESENT MORE THAN 15 SPECIALTIES AND HAVE MET STRINGENT REQUIREMENTS FOR ONGOING MEDICAL EDUCATION, TRAINING, AND RESEARCH. THE INSTITUTE ALSO EMPLOYS MORE THAN 800 NURSES, TECHNOLOGISTS, AND OTHER ALLIED HEALTH PROFESSIONALS. EACH YEAR, BAPTIST HEALTH CARDIAC & VASCULAR INSTITUTE HOSTS THE INTERNATIONAL SYMPOSIUM ON ENDOVASCULAR THERAPY, WITH MORE THAN 500 CARDIAC AND VASCULAR SPECIALISTS IN ATTENDANCE. BAPTIST HEALTH CANCER CARE BAPTIST HEALTH CANCER CARE IS THE LARGEST CANCER PROGRAM IN SOUTH FLORIDA, PROVIDING LOCAL, OUT-OF-STATE AND INTERNATIONAL PATIENTS WITH THE MOST ADVANCED CANCER CARE. WITH LOCATIONS FROM THE FLORIDA KEYS TO THE PALM BEACHES, THE PROGRAM PROVIDES CANCER PATIENTS ACCESS TO A FULL ARRAY OF INNOVATIVE CLINICAL TRIALS, PHYSICIANS DEDICATED TO BRINGING DISCOVERY TO THE BEDSIDE, ACCESS TO PERSONALIZED CANCER TREATMENTS AND COMPREHENSIVE PATIENT SUPPORT SERVICES - ALL DELIVERED WITH UNPARALLELED COMPASSION. AT THE HEART OF BAPTIST HEALTH CANCER CARE IS ITS PREMIER STATE-OF-THE-ART INSTITUTES: BAPTIST HEALTH MIAMI CANCER INSTITUTE AND THE EUGENE M. & CHRISTINE E. LYNN CANCER INSTITUTE. THESE INSTITUTES BOAST RENOWNED SUBSPECIALIZED SURGICAL ONCOLOGISTS, MEDICAL ONCOLOGISTS AND RADIATION ONCOLOGISTS, AND HIGHLY ADVANCED TECHNOLOGIES AVAILABLE TO TREAT EVERY COMMON AND RARE CANCER. BAPTIST HEALTH MIAMI CANCER INSTITUTE BAPTIST HEALTH MIAMI CANCER INSTITUTE OPENED ITS DOORS IN 2017. TODAY, THE INSTITUTE STANDS AS A CORNERSTONE OF CANCER CARE WITHIN BAPTIST HEALTH. THE FACILITY OFFERS COMPREHENSIVE QUALITY CANCER CARE TO ALL IN THE SOUTH FLORIDA AREA AND BEYOND. IT BECAME THE THIRD FULL MEMBER, AND THE ONLY ONE IN FLORIDA, OF THE MEMORIAL SLOAN KETTERING (MSK) CANCER ALLIANCE. THIS INITIATIVE IS DESIGNED TO COLLABORATIVELY GUIDE COMMUNITY PROVIDERS TOWARD STATE-OF-THE-ART CANCER CARE. BAPTIST HEALTH MIAMI CANCER INSTITUTE OFFERS A UNIQUE, HYBRID ACADEMIC COMMUNITY CANCER CENTER MODEL BACKED BY 30 YEARS OF BAPTIST HEALTH EXPERTISE IN CANCER CARE. THE FACILITY, LOCATED ON THE BAPTIST HOSPITAL CAMPUS, CONSOLIDATES MANY OUTPATIENT ROOMS, CLINICAL SERVICES, AND ADDITIONAL TECHNOLOGIES. MOST NOTABLE IS THAT THE INSTITUTE IS HOME TO ONE OF THE MOST COMPREHENSIVE AND ADVANCED RADIATION ONCOLOGY PROGRAMS IN THE WORLD, INCLUDING SOUTH FLORIDA'S FIRST PROTON THERAPY CENTER. THE PRECISION OF PROTON THERAPY ALLOWS PHYSICIANS TO TARGET CANCER CELLS WITHOUT DAMAGING HEALTHY TISSUE AND VITAL ORGANS, PROVIDING PATIENTS THE BEST POSSIBLE QUALITY OF LIFE. BAPTIST HEALTH MIAMI CANCER INSTITUTE DRAWS A SIGNIFICANT NUMBER OF PATIENTS FROM OUTSIDE THE UNITED STATES, AS WELL AS LEADING MEDICAL AND BUSINESS PROFESSIONALS TO SOUTH FLORIDA FOR CONFERENCES, SYMPOSIA, AND OTHER EVENTS. OUR CANCER EXPERTS AND OTHER HEALTH CARE PROFESSIONALS WORK WITH PATIENTS IN A VARIETY OF SETTINGS, INCLUDING AN INTENSIVE CARE UNIT AND SPECIALIZED CANCER SETTINGS FOR INPATIENT AND OUTPATIENT TREATMENTS. BAPTIST HOSPITAL OF MIAMI AND SOUTH MIAMI HOSPITAL ARE ACCREDITED WITH COMMENDATION BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER. THE INSTITUTE STANDS AS AN INTEGRAL PART OF BAPTIST HEALTH CANCER CARE, DEDICATED TO PROVIDING UNPARALLELED CARE AND PIONEERING ADVANCEMENTS IN THE FIELD OF ONCOLOGY. LYNN CANCER INSTITUTE THE EUGENE M. & CHRISTINE E. LYNN CANCER INSTITUTE IS ONE OF THE LARGEST CANCER CENTERS IN SOUTH FLORIDA AND IS ACCREDITED AS A COMPREHENSIVE CANCER CENTER BY THE AMERICAN COLLEGE OF SURGEONS. EACH YEAR, THE LYNN CANCER INSTITUTE PROVIDES TREATMENT TO AN ESTIMATED 4,000 NEWLY DIAGNOSED CANCER PATIENTS. THE FACILITIES INCLUDE THE HARVEY & PHYLLIS SANDLER PAVILION, A STATE-OF-THE-ART CANCER CENTER; AS WELL AS OTHER RESPECTIVE SATELLITE LOCATIONS IN DELRAY BEACH. LYNN CANCER INSTITUTE OPERATES UNDER THE UMBRELLA OF BAPTIST HEALTH CANCER CARE, EMBODYING OUR COMMITMENT TO EXCELLENCE IN CANCER TREATMENT AND CARE. AS AN EXTENSION, CHRISTINE E. LYNN WOMEN'S HEALTH AND WELLNESS INSTITUTE IS A ONE-STOP SHOP FOR ALL WOMEN'S SCREENINGS AND CARE. ADDITIONALLY, THE BARBARA C. AND IRVING GUTIN CENTER FOR PROTON THERAPY IS SET TO OPEN ITS DOORS TO PATIENTS IN 2025. AS THE ONLY PROTON THERAPY FACILITY IN BOCA RATON, THIS CENTER WILL TREAT PATIENTS AT LYNN CANCER INSTITUTE EAGER TO RECEIVE RADIATION THERAPY AS PART OF THEIR TREATMENT PLAN. MORE THAN 30 ONCOLOGY PHYSICIANS IN A FULL COMPLEMENT OF ONCOLOGY PROFESSIONALS ARE ON STAFF TO SERVE THE PATIENTS AT LYNN CANCER INSTITUTE. OUR PATIENTS RECEIVE TREATMENT AND SERVICES FROM SPECIALISTS IN GENETICS, SURGERY, RADIATION ONCOLOGY, MEDICAL ONCOLOGY, PATHOLOGY AND IMAGING. IN ADDITION, OUR STAFF INCLUDES RESEARCH NURSES, WHO IMPROVE PATIENT ACCESS TO CLINICAL TRIALS AND THE MOST ADVANCED FORMS OF TREATMENT. BAPTIST HEALTH ORTHOPEDIC CARE BAPTIST HEALTH ORTHOPEDIC CARE (BHOC) IS COMPRISED OF BOARD-CERTIFIED, FELLOWSHIP-TRAINED ORTHOPEDIC PHYSICIANS WHO ARE RECOGNIZED LOCALLY, NATIONALLY, AND INTERNATIONALLY AS LEADERS IN ORTHOPEDICS. BHOC COMBINES ITS RESOURCES OF EXPERIENCED PHYSICIANS AND LEADING-EDGE TREATMENTS AND TECHNOLOGY TO PROVIDE ADVANCED ORTHOPEDIC AND SPORTS MEDICINE CARE AT VARIOUS BAPTIST HEALTH LOCATIONS. THE PROGRAM'S EXPERIENCED PHYSICIANS TREAT PROFESSIONAL AND OLYMPIC ATHLETES FROM AROUND THE WORLD, AS WELL AS RECREATIONAL ATHLETES AND NON-ATHLETES FROM SOUTH FLORIDA. BHOC PROVIDES SPORTS MEDICINE SERVICES FOR THE MIAMI DOLPHINS, MIAMI HEAT, INTERMIAMI CF, FLORIDA PANTHERS, FLORIDA INTERNATIONAL UNIVERSITY ATHLETICS, FLORIDA ATLANTIC UNIVERSITY, ORANGE BOWL, MIAMI-DADE COUNTY PUBLIC SCHOOLS ATHLETICS, MIAMI OPEN TENNIS AND THE MIAMI MARATHON AND HALF MARATHON, AMONGST OTHERS.
Schedule H, Part V, Section B, Line 14 Bethesda Hospital East/West	UNINSURED INDIVIDUALS WITH LIMITED FINANCIAL RESOURCES WHO ARE UNABLE TO ACCESS ENTITLEMENT PROGRAMS ARE ELIGIBLE FOR FREE HEALTH CARE SERVICES BASED ON ESTABLISHED CRITERIA. SINCE PATIENTS QUALIFYING FOR CHARITY CARE RECEIVE A 100% DISCOUNT, BAPTIST HEALTH DOES NOT COMPUTE AMOUNTS GENERALLY BILLED TO INDIVIDUALS.
Schedule H, Part V, Section B, Line 22	PATIENTS QUALIFYING UNDER THE FINANCIAL ASSISTANCE POLICY WITH FAMILY INCOME AT OR BELOW 200% FPG RECEIVE FREE CARE. BAPTIST HEALTH USES THE PROSPECTIVE MEDICARE METHOD TO DETERMINE AGB.
Schedule H, Part I, Line 6a	BAPTIST HEALTH, THE HOSPITAL'S PARENT ORGANIZATION, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH INCLUDES THE CHARITY CARE AND COMMUNITY BENEFITS PROVIDED BY BETHESDA HOSPITAL, INC. AND THE OTHER NOT-FOR-PROFIT AFFILIATES OF BHSF.
Schedule H, Part I, Line 7f	BAD DEBT EXPENSE OF $ 37,752,320 IS INCLUDED IN FORM 990 PART IX LINE 25 COLUMN (A) BUT EXCLUDED FROM THE DENOMINATOR FOR PURPOSES OF CALCULATING THE PERCENTAGES ON LINE 7, COLUMN F.
Schedule H, Part V, Section B, Line 20a	No extraordinary collection activities were permitted by Bethesda Hospital East and West; therefore, notice of such actions is not applicable and Bethesda Hospital was not required to make presumptive eligibility determinations.
Schedule H, Part V, Section B, Line 20d	No extraordinary collection activities were permitted by Bethesda Hospital East and West; therefore, notice of such actions is not applicable and Bethesda Hospital was not required to make presumptive eligibility determinations.
Schedule H, Part I OTHER INFORMATION	LOCATED IN BOYNTON BEACH, BETHESDA HOSPITAL, INC ("EAST") OFFERS A WIDE RANGE OF SERVICES, INCLUDING 24/7 EMERGENCY CARE, MATERNITY CARE WITH A LEVEL III NEONATAL INTENSIVE CARE UNIT, AND ADVANCED SPECIALTIES IN CANCER, HEART AND VASCULAR, ORTHOPEDICS AND WOMEN'S HEALTH. THE CAMPUS ALSO FEATURES AN ACUTE INPATIENT REHABILITATION UNIT AND IS HOME TO THE BETHESDA COLLEGE OF HEALTH SCIENCES AND A TEACHING HOSPITAL THROUGH ITS PARTNERSHIP WITH FLORIDA ATLANTIC UNIVERSITY'S CHARLES E. SCHMIDT COLLEGE OF MEDICINE. BETHESDA HOSPITAL, INC ("WEST") SERVES WESTERN BOYNTON BEACH AND SURROUNDING COMMUNITIES, OFFERING EXPERT EMERGENCY CARE, PRIVATE INPATIENT ROOMS, ADVANCED CARDIAC CT IMAGING, AN INTENSIVE CARE UNIT, A HIGH-TECH ENDOVASCULAR SUITE, AND A CONVENIENT OUTPATIENT SURGERY CENTER FOR SAME-DAY PROCEDURES.
Schedule H, Part V, Section B, Line 16a URL FOR FINANCIAL ASSISTANCE POLICY	THE FAP has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/financial-assistance-application
Schedule H, Part V, Section B, Line 16b URL FOR FINANCIAL ASSISTANCE POLICY APPLICATION	THE FAP application has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/bethesda-hospital-east
Schedule H, Part V, Section B, Line 16c URL FOR FAP SUMMARY	A PLAIN LANGUAGE SUMMARY OF THE FAP has been made widely available on the Baptist Health website: https://baptisthealth.net/patient-resources/billing-and-financial-assistance/financial-assistance-program/financial-assistance-application
Schedule H, Part I, Line 7	AMOUNTS CALCULATED AND REPORTED IN THIS TABLE WERE DERIVED FROM THE MOST ACCURATE, AVAILABLE SOURCES. CHARITY CARE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS ARE DETERMINED USING THE COST ACCOUNTING SYSTEM WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE SYSTEM ALSO CAPTURES ALL PATIENT PAY TYPES - PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF PAY. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICAID OR ANY OTHER UNCOMPENSATED CARE PROGRAM. OTHER BENEFITS AT COST WERE COMPILED BY OUR FINANCE DEPARTMENT USING THE COST ACCOUNTING SYSTEM OR THE ACTUAL AMOUNTS PAID WHERE APPROPRIATE.
Schedule H, Part VI, Line 6 AFFILIATED HEALTH CARE SYSTEM CONTINUED	BAPTIST HEALTH MIAMI NEUROSCIENCE INSTITUTE BAPTIST HEALTH MIAMI NEUROSCIENCE INSTITUTE PROVIDES COMPREHENSIVE AND INNOVATIVE TECHNIQUES TO DIAGNOSE AND TREAT CONDITIONS OF THE BRAIN, SPINE, AND NERVOUS SYSTEM. THE INSTITUTE CARES FOR PATIENTS WITH A VARIETY OF CHRONIC AND ACUTE CONDITIONS FROM COMMON BACK PAIN TO COMPLEX BRAIN SURGERY. AS PART OF THE BAPTIST HEALTH SYSTEM, MIAMI NEUROSCIENCE INSTITUTE BOASTS MULTIPLE CAMPUS CAPABILITIES GIVING PATIENTS ACROSS SOUTH FLORIDA ACCESS TO A MULTIDISCIPLINARY TEAM OF NEUROSCIENCE CLINICIANS AND SOPHISTICATED TECHNOLOGY. BY DRAWING ON THE KNOWLEDGE OF NUMEROUS EXPERTS, PATIENTS RECEIVE A WELL-ROUNDED TREATMENT PLAN. THE TEAM AT MIAMI NEUROSCIENCE INSTITUTE INCLUDES EXPERTS IN A WIDE RANGE OF SPECIALITIES, INCLUDING NEUROSURGEONS, NEURORADIOLOGISTS, INTERVENTIONAL NEURORADIOLOGISTS, NEUROLOGISTS, NEUROINTENSIVISTS, AND NEURO REHABILITATION SPECIALISTS. THE TEAM INCLUDES BOARD-CERTIFIED NEUROSURGEONS WHO SPECIALIZE IN BACK, NECK, AND SPINE SURGERY AND ARE FELLOWSHIP TRAINED IN COMPLEX SPINE SURGERY. THE PHYSICIANS WORK CLOSELY WITH ADVANCED PRACTICE PROVIDERS AND NURSES WHO HELP PATIENTS THROUGH EVERY STEP OF THE SURGERY PROCESS. MIAMI NEUROSCIENCE INSTITUTE IS ACCREDITED BY THE JOINT COMMISSION AS A COMPREHENSIVE STROKE CENTER-THE HIGHEST LEVEL OF SPECIALIZED STROKE CARE. THE INSTITUTE, IN CONJUNCTION WITH BAPTIST HOSPITAL, ALSO RECEIVED THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION'S GET WITH THE GUIDELINES-STROKE GOLD PLUS ACHIEVEMENT AWARD WITH TARGET: STROKE HONOR ROLL ELITE PLUS, TARGET: STROKE ADVANCED THERAPY HONOR ROLL. FURTHERMORE, THE INSTITUTE RANKS AS A LEVEL 4 EPILEPSY CENTER - THE HIGHEST LEVEL POSSIBLE AWARDED BY THE NATIONAL ASSOCIATION OF EPILEPSY CENTERS. ADDITIONALLY, THE INSTITUTE'S INTRAOPERATIVE MONITORING (IOM) DEPARTMENT RECEIVED ACCREDITATION FROM THE NEUROPHYSIOLOGIC INTRAOPERATIVE MONITORING LABORATORY ACCREDITATION BOARD OF ABRET, RECOGNIZING THE HIGH STANDARDS AND EXCELLENT RESULTS ACHIEVED BY THE INSTITUTE'S IOM TEAM. RECENTLY, U.S. NEWS & WORLD REPORT RANKED MIAMI NEUROSCIENCE INSTITUTE NUMBER 39 IN THE COUNTRY FOR TREATING COMPLEX NEUROLOGY AND NEUROSURGERY CASES. MARCUS NEUROSCIENCE INSTITUTE MARCUS NEUROSCIENCE INSTITUTE AT BOCA RATON REGIONAL HOSPITAL, PART OF BAPTIST HEALTH, IS AN INNOVATIVE NEXUS FOR NEUROLOGIC AND NEUROSURGICAL CARE. THE INSTITUTE WAS CREATED OUT OF A LEAD $25 MILLION GRANT FROM THE MARCUS FOUNDATION. THE INSTITUTE IS STAFFED BY A TEAM OF CLINICIANS HIGHLY TRAINED IN ALL FACETS OF THE NEUROSCIENCES, INCLUDING STROKE, MOVEMENT DISORDERS, NEURO-ONCOLOGY, EPILEPSY, MEMORY DISORDERS, ALZHEIMER'S DISEASE, MULTIPLE SCLEROSIS, AND SPINAL CONDITIONS. THE MEDICAL STAFF ALSO INCLUDES NEUROINTENSIVISTS, PHYSICIANS WHO ARE SPECIFICALLY TRAINED IN NEUROCRITICAL CARE. ALONG WITH HAVING EXTENSIVE KNOWLEDGE ABOUT TREATING NEUROLOGICAL INJURIES, NEUROINTENSIVISTS ASSUME RESPONSIBILITY FOR OTHER AREAS OF CARE IN THE ICU THAT MAY HAVE OTHERWISE BEEN PROVIDED BY SPECIALISTS. MARCUS NEUROSCIENCE INSTITUTE AT BOCA RATON REGIONAL HOSPITAL HAS EARNED THE GOLD SEAL OF APPROVAL FOR SPINAL SURGERY CERTIFICATION FROM THE JOINT COMMISSION, THE NATION'S PREMIER INDEPENDENT ACCREDITATION ORGANIZATION. THE GOLD SEAL REFLECTS COMMITMENT TO THE HIGHEST STANDARDS OF EXCELLENCE AND SAFETY IN PATIENT CARE. THE INSTITUTE IS A DNV-CERTIFIED COMPREHENSIVE STROKE CENTER, WHICH IS THE NATION'S HIGHEST LEVEL OF STROKE ACCREDITATION. BAPTIST HEALTH BRAIN & SPINE CARE: MARCUS NEUROSCIENCE INSTITUTE, ESTABLISHED AT BOCA RATON REGIONAL HOSPITAL, AND MIAMI NEUROSCIENCE INSTITUTE ARE PARTNERS IN BAPTIST HEALTH BRAIN & SPINE CARE. TOGETHER, WE ARE COMMITTED TO PROVIDING COMPASSIONATE, HIGH QUALITY CARE TO PREVENT, DIAGNOSE AND TREAT A RANGE OF NEUROLOGICAL CONDITIONS. OUR EXPERTS COMBINE THEIR SKILLS WITH THE MOST ADVANCED TECHNOLOGY AND RESEARCH TO PERFORM MINIMALLY INVASIVE AND COMPLEX SURGERIES. WOMEN'S HEALTH SERVICES: A WIDE RANGE OF SERVICES FOR THE SPECIAL HEALTH NEEDS OF WOMEN ARE OFFERED THROUGHOUT BAPTIST HEALTH. THESE RANGE FROM MATERNITY AND NEWBORN SERVICES TO DIAGNOSTIC TESTING, HEALTH EDUCATION, AND WELLNESS. BAPTIST HEALTH PROVIDES FAMILY-CENTERED MATERNITY CARE FOR THE MORE THAN 15,400 BABIES BORN AT OUR FACILITIES EACH YEAR. ON AVERAGE, OVER THE PAST THREE YEARS, MORE THAN 15,000 BABIES WERE DELIVERED AT A BAPTIST HEALTH HOSPITAL. OVER 100 OBSTETRICS/GYNECOLOGY BOARD-CERTIFIED SPECIALISTS USE BAPTIST HEALTH FOR THEIR OBSTETRIC AND GYNECOLOGICAL PATIENTS. BAPTIST HEALTH FACILITIES OFFER A FULL SPECTRUM OF MATERNITY CARE OPTIONS, INCLUDING LABOR-DELIVERY-RECOVERY AND LABOR-DELIVERY-RECOVERY-POSTPARTUM ROOMS, AND THEY ARE EQUIPPED TO HANDLE HIGH-RISK MOTHERS AND BIRTHS, INCLUDING BABIES WHO ARE PREMATURE OR ILL. BAPTIST HOSPITAL OF MIAMI, SOUTH MIAMI HOSPITAL, AND BETHESDA HOSPITAL ALL HAVE LEVEL II AND LEVEL III NEONATAL INTENSIVE CARE UNITS ("NICU"). NEONATOLOGISTS ARE ON DUTY 24 HOURS A DAY AT BOTH BAPTIST HOSPITAL OF MIAMI AND SOUTH MIAMI HOSPITAL. ADDITIONALLY, BOCA RATON REGIONAL HOSPITAL'S TOPPEL FAMILY PLACE OFFERS A LEVEL II NEONATAL INTENSIVE CARE UNIT. WOMEN'S DIAGNOSTIC TESTING SERVICES ARE AVAILABLE AT A NUMBER OF HOSPITAL AND OUTPATIENT LOCATIONS THROUGHOUT THE HEALTH SYSTEM. BAPTIST HEALTH PERFORMED MAMMOGRAPHIES, CORE BIOPSIES, BONE DENSITY EXAMS, AND ULTRASOUND STUDIES AT MULTIPLE SITES ACROSS MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES. CHRISTINE E. LYNN WOMEN'S HEALTH AND WELLNESS INSTITUTE, LOCATED AT BOCA RATON REGIONAL HOSPITAL, OFFERS FEMALES AN ARRAY OF BREAST CARE SERVICES, PREVENTATIVE CARDIOLOGY, PELVIC FLOOR HEALTH AND IMAGING. UTILIZING THE NEWEST TECHNOLOGIES IN ARTIFICIAL INTELLIGENCE (AI) TO DETECT CHANGES IN BREAST MAMMOGRAPHY SCANS, OUR TEAM WORKS TO ENSURE OUR PATIENTS RECEIVE THE BEST QUALITY CARE POSSIBLE. SURGICAL SERVICES: SURGICAL PROCEDURES PERFORMED IN BAPTIST HEALTH HOSPITALS RANGE FROM THE HIGHLY COMPLEX, SUCH AS OPEN HEART AND BRAIN SURGERY, TO THE MINIMALLY INVASIVE, SUCH AS ARTHROSCOPIC KNEE SURGERY. IN FY2024, APPROXIMATELY 130,491 OUTPATIENT SURGERIES WERE PERFORMED AT BAPTIST HEALTH. RECENT ADDITIONS TO BAPTIST HEALTH COMPREHENSIVE SURGICAL SERVICES AND ADVANCED SURGICAL TECHNIQUES HAVE YIELDED IMPROVEMENTS IN ACCURACY, PRECISION, AND PATIENT SAFETY, SMALLER INCISIONS AND QUICKER RECOVERIES. CLINICAL IMAGING SERVICES: BAPTIST HEALTH HAS THE LATEST DIAGNOSTIC IMAGING EQUIPMENT, SUCH AS MRI, SPIRAL CT, CT, PET AND COMBINATION PET/CT. ALSO PROVIDED ARE GENERAL NUCLEAR MEDICINE IMAGING, COMPLETE WOMEN'S IMAGING SERVICES (3-D MAMMOGRAPHY, ULTRASOUND, BONE DENSITY AND BREAST BIOPSY), COMPREHENSIVE CARDIOVASCULAR TESTING AND A URODYNAMICS LAB FOR URINARY INCONTINENCE. CLINICAL IMAGING SERVICES FOR EMERGENCY, INPATIENT AND OUTPATIENT CARE ARE PROVIDED AT ALL BAPTIST HEALTH HOSPITALS AND OUTPATIENT DIAGNOSTIC LOCATIONS THROUGHOUT MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES. INTERNATIONAL SERVICES: APPROXIMATELY 7,450 PATIENTS FROM OVER 140 COUNTRIES HAVE CHOSEN BAPTIST HEALTH AS THEIR HEALTHCARE PROVIDER FOR A TOTAL OF 13,889 VISITS. THE MULTILINGUAL REPRESENTATIVES IN BAPTIST HEALTH'S INTERNATIONAL PROGRAM ARE AVAILABLE 24 HOURS A DAY AND COORDINATE EVERY ASPECT OF PATIENT CARE. INTEGRATED CARE CENTERS IN THE COMMUNITY PROVIDE IMPROVED ACCESS TO BAPTIST HEALTH'S MULTI-DISCIPLINARY CARE. THESE FACILITIES PROVIDE A MULTITUDE OF SERVICES RANGING FROM PHYSICIAN OFFICES, PHYSICAL THERAPY, ENDOSCOPIES, DIAGNOSTIC IMAGING, AND URGENT CARE. SATELLITE SERVICES PROVIDED BY BAPTIST HEALTH'S CENTERS OF EXCELLENCE ARE ALSO INCLUDED. BAPTIST OUTPATIENT SERVICES: BAPTIST OUTPATIENT SERVICES OPERATES TWENTY-ONE DIAGNOSTIC IMAGING CENTERS, OFFERING OUTPATIENT CLINICAL, IMAGING, AND DIAGNOSTIC TESTING SERVICES THROUGHOUT MIAMI-DADE AND BROWARD COUNTIES. DURING FY2024, MORE THAN 369,145 PATIENTS WERE TREATED FOR MINOR INJURIES AND ILLNESS AT URGENT CARE CENTERS LOCATED THROUGHOUT MIAMI-DADE, BROWARD, AND PALM BEACH COUNTIES. IN ADDITION TO URGENT CARE AND DIAGNOSTIC IMAGING SERVICES, SELECT BAPTIST HEALTH MEDICAL PLAZAS HOST COMMUNITY PROGRAMS, HEALTH INFORMATION, AND SUPPORT GROUPS.
Schedule H, Part II COMMUNITY BUILDING ACTIVITIES	BETHESDA HOSPITAL, INC. AND ITS OTHER NOT-FOR-PROFIT HOSPITAL AFFILIATES PARTNER WITH OTHER NOT-FOR-PROFIT ORGANIZATIONS IN ITS PRIMARY SERVICE AREA TO PROVIDE NEEDED SERVICES TO THE COMMUNITY. THESE SERVICES INDIRECTLY IMPROVE POOR HEALTH BY ADDRESSING UNDERLYING BASIC NEED ISSUES OF FOOD, HOUSING, SAFETY, AND ECONOMIC DEVELOPMENT.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation	37752320
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	BETHESDA HOSPITAL, INC. ESTIMATES THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BY RESERVING A PERCENTAGE OF ACCOUNTS RECEIVABLE BASED ON HISTORICAL AND EXPECTED COLLECTIONS, BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN REIMBURSEMENT, AND OTHER COLLECTION INDICATORS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, INCLUDING RECEIVABLES FROM GOVERNMENT AGENCIES, BETHESDA HOSPITAL, INC. ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR ALL PAYOR TYPES, WHEN BETHESDA HOSPITAL, INC. CAN NO LONGER REASONABLY ESTIMATE COLLECTABILITY OF AN ACCOUNT BASED ON THE AGING OF THE BALANCE DUE AND THE VOLATILITY AND UNPREDICTABLE NATURE OF THE AMOUNT, BETHESDA HOSPITAL, INC. RESERVES SUBSTANTIALLY ALL AMOUNTS DUE.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	THE FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE REPORTED IN THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF BAPTIST HEALTH SOUTH FLORIDA, INC., WHICH INCLUDES BETHESDA HOSPITAL, INC., IS AS FOLLOWS: BHSF has elected the practical expedient allowed under FASB ASC 606-10-32-18 and does not adjust the promised amount of consideration from patients and third-party payors for the effects of a significant financing component due to BHSF's expectation that the period between the time the service is provided to a patient and the time that the patient or a third-party payor pays for that service will be one year or less. However, BHSF in certain instances enters into payment agreements with patients that allow payments in excess of one year. For those cases, the financing component is deemed not significant to the contract. BHSF has applied the practical expedient provided by FASB ASC 340-40-25-4 and all incremental customer contract acquisition costs are expensed as they are incurred, as the amortization period of the asset that BHSF otherwise would have recognized is one year or less in duration. Amounts related to services provided to patients which do not meet the conditions of unconditional rights to payment at the end of the reporting period are contract assets. At September 30, 2024 and 2023, BHSF had the unconditional right to payment for all patient accounts receivables. As of September 30, 2024 and 2023, BHSF did not have any contract assets or contract liabilities. FOR SCHEDULE H PURPOSES, BAD DEBT AT COST WAS CALCULATED BY APPLYING THE COST TO CHARGE PERCENTAGE DERIVED BY THE COST ACCOUNTING SYSTEM AGAINST BAD DEBT EXPENSE REPORTED ON THE AUDITED FINANCIAL STATEMENTS.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	MEDICARE COSTS WERE DERIVED USING THE COST ACCOUNTING SYSTEM WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICARE. THE ORGANIZATION DOES NOT REPORT ANY AMOUNTS FROM PART III, LINE 7 AS COMMUNITY BENEFIT.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	IN ORDER TO PROMOTE THE HEALTH AND WELL-BEING OF THE COMMUNITY SERVED, UNINSURED PATIENTS WITH LIMITED FINANCIAL RESOURCES WHO ARE UNABLE TO ACCESS ENTITLEMENT PROGRAMS SHALL BE ELIGIBLE FOR FREE HEALTHCARE SERVICES BASED ON ESTABLISHED CRITERIA. BHSF HAS A WRITTEN DEBT COLLECTION POLICY. NO COLLECTION EFFORTS ARE PUT FORTH FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE.
Schedule H, Part V, Section B, Line 16a FAP website	A - BETHESDA HOSPITAL EAST: Line 16a URL: SEE PART VI;
Schedule H, Part V, Section B, Line 16b FAP Application website	A - BETHESDA HOSPITAL EAST: Line 16b URL: SEE PART VI;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	A - BETHESDA HOSPITAL EAST: Line 16c URL: SEE PART VI;
Schedule H, Part VI, Line 2 Needs assessment	BETHESDA HOSPITAL, INC. IS COMPRISED OF TWO LOCATIONS: BETHESDA HOSPITAL EAST AND BETHESDA HOSPITAL WEST. PART OF BAPTIST HEALTH, IT IS A FAITH-BASED, NOT-FOR-PROFIT INSTITUTION. ITS MISSION FOCUSES ON PROVIDING HIGH-QUALITY, COMPASSIONATE CARE TO ALL PATIENTS, INCLUDING THE POOR AND UNINSURED. NEW WAYS ARE ALWAYS EXPLORED TO IMPROVE SERVICES AND EXPAND THE ABILITY TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY. A COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED TO FOCUS ON THE PARTICULAR CHARACTERISTICS OF PATIENTS AND THE COMMUNITY AND TO PRECISELY PINPOINT SPECIFIC NEEDS. THIS ASSESSMENT SERVES AS A COMPREHENSIVE TOOL TO INCREASE KNOWLEDGE ABOUT THE PEOPLE BEING SERVED AND ENHANCE THE ABILITY TO PROVIDE TOP-LEVEL HEALTHCARE TO THE ENTIRE COMMUNITY IN THE MOST EFFECTIVE MANNER. See Health Priorities in Part V, Section B, Line 5 and Line 11. The Community Health Needs Assessment and Implementation plan reports have been made widely available on the Baptist Health website. https://baptisthealth.net/about-baptist-health/fulfilling-our-mission/community-needs-assessment-and-implementation-plans IT INCLUDES A DESCRIPTION OF THE COMMUNITY SERVED, THE METHOD USED TO MAKE DETERMINATIONS, A LOOK AT THE INPUT THEY RECEIVED FROM COMMUNITY EXPERTS AND RESIDENTS/CONSUMERS AND, FINALLY, THE RESULTING LIST OF THE COMMUNITY'S MOST SIGNIFICANT PRIORITY HEALTHCARE NEEDS. THE REPORT ALSO INCLUDES A LIST OF EXISTING PROGRAMS AND SERVICES THAT HELP ADDRESS THE COMMUNITY'S PRIORITY HEALTHCARE NEEDS. THESE PROGRAMS ARE BEING USED AS A FOUNDATION ON WHICH TO EXPAND AND PINPOINT SERVICES BASED ON THE PRIORITIES identified IN THIS REPORT. THIS IMPORTANT EXERCISE HAS HELPED BETHESDA HOSPITAL, INC. BETTER UNDERSTAND its STAKEHOLDERS - THE PEOPLE WHO DEPEND ON THE ORGANIZATION WHEN THEY ARE ILL OR INJURED, AS WELL AS THEIR FAMILIES, AND THE ENTIRE COMMUNITY, whose HEALTH THE HOSPITAL STRIVES TO IMPROVE THROUGH EDUCATIONAL AND PREVENTIVE MEASURES, INNOVATIVE PARTNERSHIPS, HIGH-QUALITY CARE AND BY BEING A GOOD CORPORATE CITIZEN. BETHESDA HOSPITAL, INC. IS COMMITTED TO USING THIS ENLIGHTENING REPORT AS A ROADMAP TO PLAN THE BEST STRATEGIES TO SPECIFICALLY AND EFFECTIVELY ADDRESS THE MOST PRESSING HEALTHCARE NEEDS OF THE ENTIRE COMMUNITY, WITH A SPECIAL FOCUS ON THE MOST VULNERABLE RESIDENTS.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	UNINSURED PATIENTS ARE INFORMED ABOUT BETHESDA HOSPITAL, INC.'S FINANCIAL ASSISTANCE UNIT AT SEVERAL KEY ACCESS POINTS OF THE HOSPITAL. THESE ACCESS POINTS ARE: THE EMERGENCY DEPARTMENT, AMBULATORY SURGERY, OUTPATIENT REGISTRATION, CENTRAL SCHEDULING AND THE ADMITTING DEPARTMENT. BETHESDA HOSPITAL, INC. HAS A FINANCIAL ASSISTANCE UNIT WITH A DEDICATED TEAM OF EMPLOYEES WHO HELP PATIENTS AND FAMILIES QUALIFY FOR VARIOUS GOVERNMENTAL ASSISTANCE PROGRAMS AND FINANCIAL ASSISTANCE. THE FINANCIAL ASSISTANCE UNIT IS COMPRISED OF KNOWLEDGEABLE STAFF FROM DIVERSE BACKGROUNDS AND CULTURES, REFLECTIVE OF THE COMMUNITY BETHESDA HOSPITAL, INC. SERVES. IN AN EFFORT TO ENSURE EFFECTIVE CUSTOMER SERVICE AND COMMUNICATION, THESE STAFF MEMBERS ARE FLUENT IN ENGLISH, SPANISH AND CREOLE.
Schedule H, Part VI, Line 4 Community information	According to the U.S. Census Bureau, the 2018 through 2022 five-year estimated population for the Bethesda Hospital, Inc. service area is 605,000. The Bethesda Hospital, Inc. designated service area consists of 18 ZIP codes in Palm Beach County. The service area population by race is 59.4 percent White, 19.3 percent Black or African American, 2.7 percent Asian, and 18.6 percent other. This area in Palm Beach County is 25.1 percent Hispanic or Latino. The median household income for the service area is $72,517, which is slightly lower than Palm Beach County's median household income of $76,066. Approximately 11.4 percent of individuals in the service area are below 200 percent of the poverty level. The service area population age distribution is made up of 19.7 percent of the population under 19 years old, 23.1 percent between 20-39 years old, 30.7 percent between 40-64 years old, and 26.5 percent 65 and older.
Schedule H, Part VI, Line 5 Promotion of community health	BETHESDA HOSPITAL, INC. HAS AN ACTIVE BOARD OF TRUSTEES WHO LIVE AND WORK IN OUR COMMUNITY, PROVIDING INDEPENDENT LEADERSHIP AND GOVERNANCE, UNDER THE OVERSIGHT OF BAPTIST HEALTH, WHICH ACQUIRED BETHESDA HOSPITAL, INC. IN OCTOBER 2017. Bethesda Hospital, Inc. has AN OPEN MEDICAL STAFF THAT ACCEPTS APPLICATIONS FROM ALL PHYSICIANS WHO MEET OUR MEDICAL STAFF BYLAWS GUIDELINES. ALL EXCESS FUNDS FROM OPERATIONS STAY AT THE HOSPITAL TO ENSURE THAT BETHESDA CAN PROVIDE THE MOST ADVANCED EQUIPMENT TO BENEFIT OUR PATIENTS; PROVIDE THE LATEST TRAINING FOR OUR MEDICAL STAFF AND EMPLOYEES; AND ENSURE THAT THE HOSPITAL CAN PROVIDE NEW HEALTHCARE SERVICES TO CONTINUALLY IMPROVE THE HEALTH OF OUR COMMUNITY. BETHESDA HOSPITAL EAST AND WEST HAVE A 481 LICENSED BED CAPACITY, COMBINED. BETHESDA HOSPITAL EAST AND WEST ADMITTED APPROXIMATELY 19,117 INPATIENTS IN FY2024, 82,215 PATIENTS RECEIVED EMERGENCY TREATMENT, AND 2,909 BABIES WERE DELIVERED IN FY2024.
Schedule H, Part VI, Line 6 Affiliated health care system	CONTINUING MEDICAL EDUCATION: BAPTIST HEALTH'S CONTINUING MEDICAL EDUCATION ("CME") PROGRAM HOSTS SYMPOSIUMS TAILORED TO REGIONAL, NATIONAL, AND INTERNATIONAL AUDIENCES. OVER 112,000 HEALTHCARE PROFESSIONALS ATTENDED MORE THAN 3,895 CONFERENCES AND EARNED ALMOST 171,065 CME CREDITS. BAPTIST HEALTH IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) TO PROVIDE CONTINUING MEDICAL EDUCATION FOR PHYSICIANS. SINCE 2015, BAPTIST HEALTH HAS BEEN CONSISTENTLY RECOGNIZED FOR ITS EXCELLENCE, EARNING COMMENSATION FROM THE ACME AS A PROVIDER OF CME FOR PHYSICIANS. THIS EXEMPLARY STATUS, ACHIEVED BY ONLY 40% OF ACCREDITED ORGANIZATIONS, REQUIRES THE CONTINUING MEDICAL EDUCATION PROVIDER TO DEMONSTRATE COMPLIANCE WITH 100% OF THE ACCREDITATION CRITERIA POSITIONING BAPTIST HEALTH'S CONTINUING MEDICAL EDUCATION PROGRAM AS A STRATEGIC PARTNER IN INSTITUTIONAL AND NATIONAL INITIATIVES TO IMPROVE HEALTHCARE QUALITY, PATIENT SAFETY AND TREATMENT OUTCOMES. HEALTH AND WELLNESS: EVERY YEAR, THOUSANDS OF RESIDENTS FROM MIAMI-DADE, BROWARD, PALM BEACH, AND MONROE COUNTIES, ALONG WITH BAPTIST HEALTH EMPLOYEES ATTEND HEALTH-RELATED PROGRAMS SPONSORED BY BAPTIST HEALTH, THROUGHOUT ITS MULTIPLE LOCATIONS. TOPICS FOCUS ON HEALTHY LIFESTYLES, DISEASE PREVENTION, COPING WITH CHRONIC ILLNESS, STRESS MANAGEMENT, DIABETES, CHILDBIRTH AND INFANT CARE, SMOKING CESSATION, DIET, EXERCISE, CANCER AND MORE. IN FY2024, 26,470 ATTENDEES VISITED COMMUNITY HEALTH PROGRAMS, 2,741 ATTENDEES VISITED COMMUNITY SUPPORT GROUPS, 7,982 BIOMETRIC HEALTH SCREENINGS WERE OFFERED, AND 99,376 INDIVIDUALS PARTICIPATED IN COMMUNITY EXERCISE ACTIVITIES. COMMUNITY OUTREACH: IN ADDITION TO THE SERVICES DESCRIBED ABOVE, BAPTIST HEALTH PROVIDES FINANCIAL AND OTHER SUPPORT TO HELP UNDERWRITE THE OPERATING EXPENSES OF SEVERAL COMMUNITY CLINICS: - PALM BEACH COUNTY: CARIDAD CENTER AND PALM BEACH MEDICAL SOCIETY SERVICES - MIAMI-DADE COUNTY: CARING FOR MIAMI, CHAPMAN PARTNERSHIP, GOOD NEWS CARE CENTER, GOOD SAMARITAN CLINIC, HOMESTEAD COMMUNITY HEALTH CENTER, MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED, OPEN DOOR HEALTH CENTER, AND SOUTH MIAMI CHILDREN'S CLINIC - MONROE COUNTY: FLORIDA KEYS AREA HEALTH CENTERS AND GOOD HEALTH CLINIC CLINIC PATIENTS REQUIRING HOSPITALIZATION OR OUTPATIENT SERVICES NOT AVAILABLE AT THE CLINICS ARE OFTEN TREATED AT BAPTIST HEALTH FACILITIES UNDER THE HEALTH SYSTEM'S CHARITY PROGRAM.

Schedule H (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

Bethesda Hospital Inc

Employer identification number

59-2447554

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

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 on Line 1a? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on 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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

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 on 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, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Roger Kirk Former CEO	(i) (ii)	0 ------------- 0	386,123 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	386,123 ------------- 0	386,123 ------------- 0
2Nelson Lazo Former CEO	(i) (ii)	0 ------------- 209,255	0 ------------- 212,143	0 ------------- 3,851	0 ------------- 5,928	0 ------------- 10,303	0 ------------- 441,480	0 ------------- 115,550
3Keith M Nilsson Regional VP of Finance	(i) (ii)	0 ------------- 460,193	0 ------------- 314,501	0 ------------- 15,010	0 ------------- 118,196	0 ------------- 48,239	0 ------------- 956,139	0 ------------- 68,567
4Jared Smith CEO	(i) (ii)	0 ------------- 417,925	0 ------------- 90,391	0 ------------- 10,418	0 ------------- 13,681	0 ------------- 39,422	0 ------------- 571,837	0 ------------- 0
5Joanne Aquilina VP of Finance Operations - End 06/2023	(i) (ii)	161,195 ------------- 0	510,796 ------------- 0	363,379 ------------- 0	23,482 ------------- 0	13,712 ------------- 0	1,072,564 ------------- 0	480,716 ------------- 0
6Tracy Jo Edelstein VP Nursing - End 11/2023	(i) (ii)	234,276 ------------- 0	65,110 ------------- 0	8,030 ------------- 0	6,286 ------------- 0	35,556 ------------- 0	349,258 ------------- 0	65,110 ------------- 0
7Ana Machado Rosacker VP Administration	(i) (ii)	201,869 ------------- 0	46,981 ------------- 0	7,086 ------------- 0	36,969 ------------- 0	25,125 ------------- 0	318,030 ------------- 0	12,725 ------------- 0
8Keith J Foster CMO - Beg 01/2023	(i) (ii)	407,261 ------------- 0	72,735 ------------- 0	6,189 ------------- 0	123,742 ------------- 0	6,906 ------------- 0	616,833 ------------- 0	0 ------------- 0
9Joshua Jay Bailin Medical Dir Care Mgmt	(i) (ii)	223,634 ------------- 0	26,645 ------------- 0	1,499 ------------- 0	5,097 ------------- 0	20,654 ------------- 0	277,529 ------------- 0	0 ------------- 0
10Victor M Ospina AVP Patient Care Svcs - End 10/2023	(i) (ii)	135,270 ------------- 0	30,768 ------------- 0	71,955 ------------- 0	4,073 ------------- 0	17,928 ------------- 0	259,994 ------------- 0	0 ------------- 0
11Michael P Shields AVP Operations	(i) (ii)	136,993 ------------- 0	16,608 ------------- 0	41,114 ------------- 0	3,871 ------------- 0	20,465 ------------- 0	219,051 ------------- 0	0 ------------- 0
12Sharlene Lau Director Pharmacy	(i) (ii)	174,628 ------------- 0	21,350 ------------- 0	1,637 ------------- 0	4,102 ------------- 0	32,515 ------------- 0	234,232 ------------- 0	0 ------------- 0
13Dana Marschall Patient Care Supervisor	(i) (ii)	242,703 ------------- 0	14,142 ------------- 0	110 ------------- 0	1,382 ------------- 0	29,762 ------------- 0	288,099 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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	THE CEO OF BETHESDA HOSPITAL, INC. IS COMPENSATED BY BAPTIST HEALTH SOUTH FLORIDA (BHSF), A RELATED ORGANIZATION. THE DETERMINATION OF THE COMPENSATION OF THE CEO FOLLOWS THE SAME PROCESS DELINEATED HEREIN. THE BYLAWS OF BETHESDA HOSPITAL, INC. DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO BHSF. BHSF'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITS AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY-RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. THE COMPENSATION COMMITTEE DECISIONS ARE BASED ON THE FOLLOWING: 1. TOTAL COMPENSATION PACKAGE: RECRUITMENT AND RETENTION OF CAPABLE, PRODUCTIVE EXECUTIVES IS ACCOMPLISHED THROUGH DESIGN OF A TOTAL COMPENSATION PACKAGE THAT INCLUDES A BASE SALARY, AT-RISK INCENTIVE PAY, AND BENEFITS. IT IS THE OBJECTIVE OF BAPTIST HEALTH TO ENSURE A CONSISTENT COMPENSATION PHILOSOPHY ACROSS ALL EMPLOYEE AND LEADERSHIP LEVELS THAT REWARDS OUTSTANDING PERFORMANCE USING A CASH PLUS EMPLOYEE BENEFITS PACKAGE TARGETING THE 75TH PERCENTILE. BASE SALARIES OF FULLY PRODUCTIVE EXECUTIVES ARE INDEXED TO THE MEDIAN (50TH PERCENTILE) SALARY PAID BY SIMILAR HEALTHCARE ORGANIZATIONS. INCENTIVE PAY FOR SUPERIOR ACHIEVEMENT PROVIDES THE OPPORTUNITY FOR TOTAL CASH COMPENSATION AT THE 75TH PERCENTILE OF THE EXECUTIVE'S PEER GROUP IF THE EXECUTIVE EXCEEDS HIS/HER PERFORMANCE METRICS. 2. PERFORMANCE-BASED SALARY INCREASES: ONE OF THE KEY ELEMENTS OF BAPTIST HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY IS "PAY FOR PERFORMANCE." SALARY INCREASES ARE BASED UPON THE DEGREE TO WHICH EACH EXECUTIVE ACHIEVES HIS/HER INDIVIDUAL PERFORMANCE OBJECTIVES FOR THE YEAR, WHICH ARE TIED TO CORPORATE OBJECTIVES. GENERALLY THESE OBJECTIVES RELATE TO CLINICAL QUALITY; PATIENT, PHYSICIAN AND COMMUNITY SATISFACTION; CHARITY CARE AND MISSION GOALS; FINANCIAL PERFORMANCE AND EXPENSE MANAGEMENT. INDIVIDUAL AND GROUP PERFORMANCE AGAINST THESE OBJECTIVES IS REVIEWED BY THE COMPENSATION COMMITTEE AND BOARD OF TRUSTEES ANNUALLY AFTER THE CLOSE OF THE FISCAL YEAR. 3. MARKET-BASED SALARY INCREASES: THE BOARD'S COMPENSATION COMMITTEE REVIEWS THE MARKET VALUE OF EXECUTIVE POSITIONS ANNUALLY TO ASSURE THAT BAPTIST HEALTH'S PAY LEVELS ARE COMPETITIVE. THE INDEPENDENT CONSULTANT, SELECTED BY THE COMPENSATION COMMITTEE, OBTAINS EXECUTIVE SALARY INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT HEALTHCARE INSTITUTIONS OF COMPARABLE SIZE WITHIN FLORIDA AND THE UNITED STATES. BAPTIST HEALTH'S PEER GROUP IS COMPRISED OF OTHER COMPLEX NOT-FOR-PROFIT HOSPITAL SYSTEMS OF SIMILAR SIZE. THE PEER GROUP DOES NOT INCLUDE FOR-PROFIT HOSPITALS, WHOSE COMPENSATION PRACTICES ARE FAR MORE GENEROUS (AND INCLUDE SUCH THINGS AS STOCK OPTIONS AND EQUITY/OWNERSHIP INTERESTS). 4. NO GUARANTEED SALARY INCREASES: THERE IS NO GUARANTEE OF ANNUAL EXECUTIVE SALARY INCREASES. SALARY INCREASES DEPEND UPON THE ORGANIZATION'S ABILITY TO PAY, THE EXECUTIVE'S SALARY IN RELATION TO THE MARKET, THE EXECUTIVE'S PERFORMANCE LEVEL, AND INTERNAL PAY RELATIONSHIPS TO PEERS. 5. AT-RISK INCENTIVE PAY: KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS. 6. PERQUISITES: BAPTIST HEALTH EXECUTIVES ARE PROVIDED WITH A COMMON SET OF PERQUISITES THAT ARE TYPICAL OF OTHER RESPONSIBLE NOT-FOR-PROFIT ORGANIZATIONS TO ENABLE THEM TO MORE EFFECTIVELY CONDUCT THEIR BUSINESS. THESE BENEFITS ARE DEEMED BY THE COMPENSATION COMMITTEE TO BE APPROPRIATE AND CONSERVATIVE. PERQUISITES ARE GENERALLY LIMITED TO AUTO AND CELL PHONE ALLOWANCES WHICH ARE FULLY TAXABLE TO THE EXECUTIVE. OTHER PERQUISITES PROVIDED TO EXECUTIVES, SUCH AS PAID TIME OFF OR REIMBURSEMENT FOR RELEVANT EDUCATIONAL EXPENSES, ARE OFFERED TO ALL EMPLOYEES IN ACCORDANCE WITH ENTERPRISE-WIDE POLICIES AND PROCEDURES. BUSINESS TRAVEL FOR EXECUTIVES ON COMMERCIAL AIRLINES IS LIMITED TO COACH FARES (AN UPGRADE TO THE NEXT AVAILABLE CLASS OF SERVICE, E.G., BUSINESS CLASS, MAY BE PERMITTED WHEN THE FLIGHT DURATION IS IN EXCESS OF FIVE HOURS OR AN OVERNIGHT ACCOMMODATION CAN BE AVOIDED). CHARTERED PLANE TRAVEL, SPOUSAL TRAVEL, LUXURY RESIDENCES FOR PERSONAL USE, HEALTH, AND PERSONAL SERVICES (SUCH AS MAID, CHAUFFEUR, CHEF, LANDSCAPER) ARE NOT PROVIDED (OR REIMBURSED) TO BAPTIST HEALTH EXECUTIVES.
Schedule J, Part I, Line 4a Severance or change-of-control payment	DURING 2023, THE INDIVIDUALS LISTED BELOW RECEIVED SEVERANCE PAYMENTS. SUCH AMOUNTS WERE TREATED AS TAXABLE COMPENSATION. - JOANNE AQUILINA: $320,000 - VICTOR M. OSPINA: $37,796 - MICHAEL P. SHIELDS: $6,849
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	AS PART OF THE BAPTIST HEALTH SOUTH FLORIDA EXECUTIVE BENEFIT PLAN, EXECUTIVES ARE ELIGIBLE TO ALLOCATE A PORTION OF THEIR FLEXIBLE SPENDING ALLOWANCE TO A SUPPLEMENTAL SURVIVOR ACCUMULATION BENEFIT (SSAB) ACCOUNT. THE SSAB IS A LIFE INSURANCE PRODUCT THAT PROVIDES A DEFERRED RETIREMENT BENEFIT FOR THE EXECUTIVE OR A DEATH BENEFIT FOR THE EXECUTIVE'S SURVIVORS. CONTRIBUTIONS TO THE SSAB MAY BE MADE ANNUALLY TO THE PARTICIPANT'S ACCOUNT. ALL CONTRIBUTIONS ACCUMULATE, ALONG WITH INVESTMENT EARNINGS, FOR THE PERIOD THE EXECUTIVE PARTICIPATES. THE EXECUTIVE DOES NOT HAVE ACCESS TO THE CONTRIBUTIONS MADE OR THE RELATED INVESTMENT INCOME, ALL OF WHICH IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. PURSUANT TO THE SSAB PLAN GUIDELINES, THIS BENEFIT IS TERMINATED UPON AN EXECUTIVE REACHING AGE 65. HOWEVER, PAYMENT CAN BE DEFERRED TO A DATE AT LEAST TWO YEARS AFTER REACHING AGE 65 BUT NO LATER THAN 68. AT THAT TIME THE ENTIRE AMOUNT ACCUMULATED IS PAID OUT IN A LUMP SUM.
Schedule J, Part I, Line 7 Non-fixed payments	KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS.
Schedule J, Part II, Column (B)(ii) Executive Compensation	ALL EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT, UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES WHO HAVE CERTIFIED THAT THEY HAVE NO CONFLICT OF INTEREST WITH THE ORGANIZATION. REPORTABLE COMPENSATION INCLUDES BASE SALARY AS WELL AS PAYMENTS UNDER A FORMAL INCENTIVE PLAN, WHICH REWARDS SUCCESSFUL ACHIEVEMENT OF SYSTEM OBJECTIVES.
Schedule J, Part III SUPPLEMENTAL INFORMATION	DURING FISCAL YEAR 2024, CERTAIN EMPLOYEES WERE ELIGIBLE FOR A VOLUNTARY SEPARATION OPPORTUNITY, WHICH GAVE THOSE EMPLOYEES THE OPPORTUNITY TO RECEIVE ENHANCED EMPLOYMENT TERMINATION BENEFITS.

Schedule J (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

Bethesda Hospital Inc

Employer identification number

59-2447554

Return Reference	Explanation
Form 990, Part III, Line 1 Mission	AS PART OF THE BAPTIST HEALTH NETWORK, THE MISSION OF BETHESDA HOSPITAL IS TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO PROMOTE THE SANCTITY AND PRESERVATION OF LIFE, IN THE COMMUNITIES WE SERVE. BAPTIST HEALTH IS A FAITH-BASED ORGANIZATION GUIDED BY THE SPIRIT OF JESUS CHRIST AND THE JUDEO-CHRISTIAN ETHIC. WE ARE COMMITTED TO MAINTAINING THE HIGHEST STANDARDS OF CLINICAL AND SERVICE EXCELLENCE, ENHANCED THROUGH TEACHING, RESEARCH AND INNOVATION, AND ROOTED IN THE UTMOST INTEGRITY AND MORAL PRACTICE. CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, REGARDLESS OF RELIGION, CREED, RACE OR NATIONAL ORIGIN, INCLUDING, AS PERMITTED BY ITS RESOURCES, CHARITY CARE TO THOSE IN NEED.
Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS	CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, AND COMPASSIONATE HEALTHCARE SERVICES TO ALL, INCLUDING, AS PERMITTED BY OUR RESOURCES, CHARITY CARE TO THOSE IN NEED. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, BAPTIST HEALTH PROVIDED PATIENT SERVICES TO THE SOUTH FLORIDA AREA WITH 105,508 ADULT ADMISSIONS, 554,489 PATIENT DAYS, AND 537,712 EMERGENCY ROOM VISITS. DURING THAT SAME TIME PERIOD, URGENT CARE VISITS TOTALED 369,145, OUTPATIENT SURGERY CASES TOTALED 130,491, AND TOTAL OUTPATIENT VISITS WERE 2,110,093 SYSTEM-WIDE. AS OF SEPTEMBER 30, 2024, THE SYSTEM BOASTED 2,894 LICENSED INPATIENT BEDS, INCLUDING 2,709 ACUTE CARE BEDS. OVERALL, IN FY2024, BAPTIST HEALTH PROVIDED MORE THAN $474,000,000 IN COMMUNITY BENEFIT. THIS INCLUDED CHARITY CARE VALUED AT $128,853,162 AS WELL AS $253,887,671 IN MEDICAL SHORTFALL. THE ESTIMATED COST OF PROVIDING CHARITY CARE AND MEDICAL SHORTFALL IS BASED ON RECENT HISTORICAL COST-TO-CHARGE RATIOS FOR CHARITY PATIENTS AND MEDICAID PATIENTS FROM BHSF'S COST ACCOUNTING SYSTEM, APPLIED TO THE CURRENT PERIOD GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY AND MEDICAID PATIENTS. WE ALSO CONTRIBUTED $53,328,827 TO THE INDIGENT CARE FUND AND EXPENDED $6,207,856 FOR EDUCATIONAL PROGRAMS, SCREENINGS, AND DONATIONS. FREE COMMUNITY HEALTH AND WELLNESS PROGRAMS COVERED TOPICS SUCH AS NUTRITION, EXERCISE, DIABETES MANAGEMENT, MENTAL HEALTH, MEDITATION, SELF-CARE, AND MANY MORE. BAPTIST HEALTH ALSO OFFERED COMPLIMENTARY SCREENINGS FOR CHOLESTEROL, BLOOD PRESSURE, GLUCOSE, BODY COMPOSITION, AND WAIST CIRCUMFERENCE. FURTHERING ITS COMMITMENT TO PROVIDING PRIMARY CARE SERVICES TO THOSE IN NEED, BAPTIST HEALTH DONATED $6,708,954 TO NEIGHBORHOOD NOT-FOR-PROFIT CLINICS, including: THE GOOD NEWS CARE CENTER IN FLORIDA CITY, OPEN DOOR HEALTH CENTER AND HOMESTEAD COMMUNITY HEALTH CENTER IN HOMESTEAD, THE GOOD HEALTH CLINIC IN TAVERNIER, THE FLORIDA KEYS AHEC IN THE KEYS, THE CARIDAD CENTER IN BOYNTON BEACH, THE SOUTH MIAMI CHILDREN'S CLINIC IN SOUTH MIAMI, CARING FOR Miami Mobile Dental Clinic, CHAPMAN PARTNERSHIP, AND GOOD SAMARITAN THROUGHOUT THE SOUTH FLORIDA AREA. Baptist Health SPENT $22,784,600 IN ORDER TO PROVIDE CARE TO OUR COMMUNITY MEMBERS IN NEED. ADDITIONALLY, WE PROVIDED $2,751,644 IN PALLIATIVE CARE AND CHAPLAINCY PROGRAMS. BAPTIST HEALTH FULFILLS ITS MISSION TO PROVIDE COMPASSIONATE CARE BY PROVIDING ASSISTANCE TO THOSE IN FINANCIAL NEED AND SUPPORTING SERVICES THAT ARE ESSENTIAL TO THE COMMUNITY. BEYOND THE AFOREMENTIONED HEALTH-RELATED CONTRIBUTIONS, BAPTIST HEALTH ALSO EXERTS A SUBSTANTIAL AND POSITIVE IMPACT ON OUR COMMUNITY. WITH A WORKFORCE EXCEEDING 27,000 INDIVIDUALS, WE STAND AS SOUTH FLORIDA'S LARGEST PRIVATE EMPLOYER. BAPTIST HEALTH IS TAKING A LEADERSHIP ROLE BY COMMITTING TO THE ENVIRONMENTALLY RESPONSIBLE, ENERGY-EFFICIENT DESIGN AND FUNCTION OF OUR FACILITIES. THIS COMMITMENT APPLIES TO OUR DAY-TO-DAY OPERATIONS, FROM THE SUPPLIES WE PURCHASE TO THE VEHICLES WE USE. ALIGNED WITH OUR FAITH-BASED MISSION, BAPTIST HEALTH REMAINS COMMITTED TO MAKING A SIGNIFICANT, POSITIVE IMPACT ON THE COMMUNITIES IT SERVES.
Form 990, Part V, Line 1a INFORMATIONAL RETURNS	BAPTIST HEALTH HAS A SYSTEM-WIDE TREASURY POLICY, WHICH RECOGNIZES ITS RESPONSIBILITY TO OVERSEE, MANAGE, AND COORDINATE ALL AFFILIATE OPERATIONS, INCLUDING THE TREASURY FUNCTIONS. BAPTIST HEALTH SOUTH FLORIDA, INC. ("BHSF") SERVES AS THE CENTRALIZED CASH RECEIPT AND DISBURSING AGENT FOR ALL BAPTIST HEALTH ENTITIES. AS SUCH ONLY BHSF ISSUES US INFORMATIONAL RETURNS.
Form 990, Part V, Line 2a NUMBER OF EMPLOYEES REPORTED ON FORM W-3	BHSF IS THE APPOINTED PAY AGENT FOR ALL OF ITS AFFILIATES. AS SUCH ONLY BHSF ISSUES FORM W-3.
Form 990, Part VI, Line 15 DETERMINATION OF COMPENSATION	THE SOUTH FLORIDA MARKET FOR HIGHLY COMPETENT HEALTHCARE EXECUTIVES REFLECTS A VERY COMPETITIVE ENVIRONMENT FOR QUALIFIED EXECUTIVES. IT IS COMPRISED OF LARGE, NATIONAL, FOR-PROFIT CHAINS AND NOT-FOR-PROFIT HOSPITAL SYSTEMS AND STAND-ALONE HOSPITALS. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, INC. SEEKS EXECUTIVES OF VISION AND LEADERSHIP TO CARRY OUT THE ORGANIZATION'S FAITH-BASED MISSION OF QUALITY CARE AND COMMUNITY SERVICE. THE BOARD EXPECTS THESE EXECUTIVES TO PROVIDE LEADERSHIP THAT WILL PLACE BAPTIST HEALTH AMONG THE BEST HEALTHCARE SYSTEMS IN THE NATION FOR QUALITY AND EXCELLENCE. THE BOARD EXPECTS EXECUTIVES TO DEMONSTRATE INTEGRITY AND LOYALTY IN THE PERFORMANCE OF THEIR DUTIES AND TO ADHERE TO BAPTIST HEALTH'S CONFLICT OF INTEREST POLICY, EXECUTIVE CODE OF CONDUCT AND ALL COMPLIANCE/ETHICS POLICIES. EXECUTIVE COMPENSATION IS CONSIDERED THE FOUNDATION TO ATTRACT AND RETAIN EXECUTIVES WITH THE TALENT, EXPERIENCE AND CHARACTER TO MEET THESE EXPECTATIONS. THE CEO OF BETHESDA HOSPITAL IS COMPENSATED BY BAPTIST HEALTH SOUTH FLORIDA, INC., A RELATED ORGANIZATION. THE DETERMINATION OF THE COMPENSATION OF THE CEO FOLLOWS THE SAME PROCESS DELINEATED HEREIN. THE BYLAWS OF BETHESDA HOSPITAL DELEGATE THE AUTHORITY TO SET EXECUTIVE COMPENSATION TO BHSF. BHSF'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR ALL OF THE ENTITY'S EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITS AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY-RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. FOR FURTHER DETAIL REGARDING THE COMPENSATION STRUCTURE, PLEASE REFER TO SCHEDULE J, PART I, LINE 3.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THIS ORGANIZATION IS PART OF BAPTIST HEALTH, AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, INC. HAS THE RIGHT TO APPOINT SOME BOARD MEMBERS TO THE HOSPITAL'S BOARD OF DIRECTORS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	THIS ORGANIZATION IS PART OF BAPTIST HEALTH, AN INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, INC. HAS THE RIGHT TO APPROVE OR RATIFY CERTAIN CORPORATE DECISIONS OF THE ORGANIZATION.
Form 990, Part VI, Line 11b Review of form 990 by governing body	PROCESS FOR REVIEWING FORM 990 BAPTIST HEALTH MANAGEMENT IS RESPONSIBLE FOR THE ACCURACY AND COMPLETENESS OF THE TAX RETURNS OF BHSF AND ALL OF ITS NONPROFIT, CHARITABLE AFFILIATES. THIS FORM 990 HAS BEEN PREPARED IN CONFORMITY WITH THE INTERNAL REVENUE CODE AND TREASURY REGULATIONS. INDEPENDENT TAX CONSULTANTS AND MEMBERS OF MANAGEMENT HAVE REVIEWED IN DETAIL THE COMPLETED FORM 990. PRIOR TO FILING, THE FORM 990 PREPARATION PROCESS AND THE DOCUMENTS ARE DISCUSSED AT A MEETING OF THE FINANCE & RISK MANAGEMENT COMMITTEE OF THE BOARD OF DIRECTORS AND MADE AVAILABLE ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTARY. ADDITIONALLY, THE EXECUTIVE AND COMPENSATION COMMITTEES OF THE BHSF BOARD OF TRUSTEES, COMPOSED OF INDEPENDENT UNCOMPENSATED MEMBERS, REVIEW OTHER PERTINENT AREAS OF THE RETURN, AS NEEDED. THE PRESIDENT AND CEO, AS WELL AS THE EXECUTIVE VICE PRESIDENT AND CFO, HEREBY CERTIFY AS TO THE ACCURACY AND COMPLETENESS OF THIS FORM 990.
Form 990, Part VI, Line 12c Conflict of interest policy	EMPLOYEE CONFLICT OF INTEREST AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST OCCURS IN THOSE CIRCUMSTANCES WHERE AN EMPLOYEE'S JUDGEMENT COULD BE AFFECTED BECAUSE THE EMPLOYEE HAS A PERSONAL INTEREST, OTHER THAN THE RECEIPT OF COMPENSATION FROM BAPTIST HEALTH, IN THE OUTCOME OF A DECISION OVER WHICH THE EMPLOYEE HAS CONTROL OR INFLUENCE. FOR THE PURPOSES OF THIS POLICY, IT IS PRESUMED THAT MANAGERS HAVE CONTROL OR INFLUENCE OVER ANY DECISION AFFECTING A MATTER FOR WHICH A MANAGER HAS RESPONSIBILITY. A PERSONAL INTEREST EXISTS WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY STANDS TO DIRECTLY OR INDIRECTLY OBTAIN FINANCIAL GAIN AS A RESULT OF A DECISION. THIS POLICY IS INTENDED FOR ALL EMPLOYEES TO UNDERSTAND, IDENTIFY, MANAGE, AND APPROPRIATELY DISCLOSE THOSE TRANSACTIONS, WHICH COULD RESULT IN AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST. IN ACCORDANCE WITH OUR CODE OF ETHICS, HIGH ETHICAL STANDARDS MUST BE OBSERVED IN THE NEGOTIATION AND EXECUTION OF ALL BUSINESS ACTIVITIES CONDUCTED AT, BY OR WITH BAPTIST HEALTH. ANY DECISIONS MADE BY BAPTIST HEALTH EMPLOYEES MUST BE MADE IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS, WITH THE BEST ORGANIZATIONAL INTERESTS OF BAPTIST HEALTH AS THE HIGHEST PRIORITY AND WITHOUT REGARD TO THE PERSONAL GAIN OR INTEREST OF ANY OTHER PERSON OR ENTITY. LIKEWISE, THE APPEARANCE OF ANY SUCH IMPROPER INFLUENCE ON ANY DECISIONS SHOULD BE CONSCIOUSLY AVOIDED. EMPLOYEES SHOULD ALSO ADHERE TO POLICY 828 WHICH PROHIBITS VENDOR SPONSORED TRAVEL, POLICY 829 WHICH LIMITS ACCEPTANCE OF PERSONAL HONORARIUMS, AND POLICY 831 WHICH PROVIDES LIMITATIONS AND GUIDELINES ON PHILANTHROPIC SOLICITATION OF VENDORS. A POTENTIAL OR PERCEIVED CONFLICT OF INTEREST MAY EXIST IRRESPECTIVE OF THE INTENT OF THE EMPLOYEE. BOARD CONFLICT OF INTEREST BAPTIST HEALTH HAS A STRONG AND ROBUST CONFLICT OF INTEREST POLICY. THE POLICY IS MEANT TO ENSURE THAT EACH MEMBER OF THE BOARD OF TRUSTEES GOVERNS THE AFFAIRS OF BAPTIST HEALTH AND ITS AFFILIATES WITH HONESTY AND INTEGRITY AND MAKES DECISIONS FOR THE BENEFIT OF BAPTIST HEALTH. BOARD OF TRUSTEE MEMBERS MAY NOT BE EMPLOYED BY BAPTIST HEALTH, NOR ENGAGED TO PROVIDE SERVICES TO BAPTIST HEALTH OR ANY OF ITS AFFILIATES IN EXCHANGE FOR CASH COMPENSATION. CONFLICT FREE DECISION MAKING EXTENDS BEYOND THE BOARD MEMBERS TO INCLUDE TRANSACTIONS THAT MIGHT BENEFIT (I) THE PRIVATE INTEREST OF A MEMBER OR HIS OR HER FAMILY (II) AN ORGANIZATION CONTROLLED BY A MEMBER OF HIS OR HER FAMILY OR (III) AN ORGANIZATION IN WHICH A MEMBER OR HIS OR HER FAMILY HAS A MATERIAL INTEREST. SINCE THE APPEARANCE OF A CONFLICT OF INTEREST MAY BE AS DAMAGING TO BAPTIST HEALTH'S REPUTATION AS ACTUALLY PERMITTING A CONFLICT TO EXIST, EACH VOTING BOARD MEMBER OF BAPTIST HEALTH AND ITS AFFILIATES HAS A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS. THIS CONTINUING OBLIGATION IS SUPPLEMENTED BY AN ANNUAL CERTIFICATION THAT THE BOARD MEMBER IS FREE FROM ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE ANNUAL CERTIFICATION IS REVIEWED BY THE VICE PRESIDENT OF AUDIT AND COMPLIANCE AND THE CHIEF COMPLIANCE OFFICER WHO REPORTS DIRECTLY TO THE BOARD. POTENTIAL CONFLICTS ARE FURTHER REVIEWED BY THE BOARD'S ETHICS COMMITTEE. IF A CONFLICT DOES EXIST, THE CONFLICTED BOARD MEMBER MAY BE REQUIRED TO (I) RESIGN FROM THE BOARD (II) ELIMINATE THE RELATIONSHIP WHICH GIVES RISE TO THE CONFLICT OR (III) RECUSE HIMSELF OR HERSELF FROM ALL DISCUSSIONS, VOTES OR ACTIONS WITH REGARD TO THE MATTER CREATING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. CONFLICT OF INTEREST POLICY COMPLIANCE ONE OF BAPTIST HEALTH'S GREATEST ASSETS IS THE INTEGRITY OF ITS VOLUNTEER BOARD MEMBERS. ONE WAY TO ASSURE INTEGRITY IS THE ORGANIZATION'S COMMITMENT TO A STRINGENT CONFLICT OF INTEREST POLICY FOR THEIR GOVERNING BOARDS AND MANAGEMENT. AS A PART OF A ROBUST CONFLICT OF INTEREST POLICY, BOARD MEMBERS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION FORM. THE AUDIT AND COMPLIANCE DEPARTMENT MONITOR TO ENSURE ALL VOTING MEMBERS SUBMIT THE DECLARATION FORM AND PERFORM NECESSARY RESEARCH TO UNDERSTAND IF A POTENTIAL CONFLICT EXISTS. ALL DISCLOSURES AND THE RELATED RESEARCH ARE SUMMARIZED FOR THE ETHICS COMMITTEE OF THE BAPTIST HEALTH SOUTH FLORIDA, INC. BOARD OF TRUSTEES. ANY DISCLOSURES THAT MAY RESULT IN THE APPEARANCE OF A CONFLICT ARE ADDRESSED BY THE COMMITTEE FOR ITS CONSIDERATION AND RESOLUTION.
Form 990, Part VI, Line 19 Required documents available to the public	DOCUMENTS AVAILABLE TO THE PUBLIC DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. IN ADDITION, BOTH THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON THIRD PARTY WEBSITES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON WWW.BAPTISTHEALTH.NET.
Form 990, Part VII, Section A REPORTABLE COMPENSATION	THE AMOUNTS APPEARING AS REPORTABLE COMPENSATION ON FORM 990 PART VII FOR VOLUNTEER BOARD MEMBERS ARE COMPOSED OF EITHER PAYMENTS FOR SERVICES AS AN ELECTED REPRESENTATIVE OF THE MEDICAL STAFF, NON-CLINICAL SERVICES RENDERED TO BAPTIST HEALTH WHICH MAKE POSSIBLE AN IMPORTANT ADMINISTRATIVE FUNCTION, OR MINOR DISCOUNTS ON CLINICAL SERVICES RECEIVED AT A BAPTIST HEALTH FACILITY. ALL OF THESE AMOUNTS ARE REPORTED IN ACCORDANCE WITH THE RULES AND REGULATIONS PERTAINING TO IRS FORMS W-2 AND 1099 RESPECTIVELY.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Other Operating Revenue - Total Revenue: 1334290, Related or Exempt Function Revenue: 1334290, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; GIFT SHOP - Total Revenue: 342086, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 342086; Answering Service Revenue - Total Revenue: 339905, Related or Exempt Function Revenue: 339905, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	CHANGE IN BENEFICIAL INTEREST in BHSF Foundation - 9867072; CHANGE IN PENSION ASSETS & OBLIGATIONS - 4647013; Unrestricted Net Assets from Bethesda - -1713;

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

Bethesda Hospital Inc

Employer identification number

59-2447554

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) BETHESDA SELF INSURANCE TRUST GENERAL LIABILITY FUND 2815 S SEACREST BLVD BOYNTON,FL33435 59-2447554	SELF INSURANCE TRUST	FL	0	0	BETHESDA HOSPITAL 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?
(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	Yes	No
(1)BAPTIST HEALTH SOUTH FLORIDA INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 65-0267668	SUPPORT	FL	501(c)(3)	Type III-FI	NA		No
(2)BAPTIST HOSPITAL OF MIAMI INC 8900 N KENDALL DRIVE MIAMI,FL33176 59-0910342	HOSPITAL	FL	501(c)(3)	3	BHSF		No
(3)SOUTH MIAMI HOSPITAL INC 6200 SW 73 ST MIAMI,FL33143 59-0872594	HOSPITAL	FL	501(c)(3)	3	BHSF		No
(4)HOMESTEAD HOSPITAL INC 975 BAPTIST WAY HOMESTEAD,FL33033 65-0232993	HOSPITAL	FL	501(c)(3)	3	BHSF		No
(5)MARINERS HOSPITAL INC 91500 OVERSEAS HIGHWAY TAVERNIER,FL33070 59-1987355	HOSPITAL	FL	501(c)(3)	3	BHSF		No
(6)WEST KENDALL BAPTIST HOSPITAL INC 9555 SW 162 AVE MIAMI,FL33196 52-2438452	HOSPITAL	FL	501(c)(3)	3	BHSF		No
(7)DOCTORS HOSPITAL INC 5000 UNIVERSITY DRIVE CORAL GABLES,FL33146 04-3775926	HOSPITAL	FL	501(c)(3)	3	BHSF		No
(8)BAPTIST OUTPATIENT SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 56-2290370	MED. DIAG.	FL	501(c)(3)	3	BHSF		No
(9)BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 59-1923401	FUNDRAISING	FL	501(c)(3)	7	BHSF		No
(10)BAPTIST HEALTH MEDICAL GROUP INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 46-2597739	HEALTHCARE	FL	501(c)(3)	10	BHSF		No
(11)MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 47-3090066	HEALTHCARE	FL	501(c)(3)	Type III-FI	BHSF		No
(12)FISHERMENS HEALTH INC 3301 OVERSEAS HWY MARATHON,FL33050 82-1682066	HOSPITAL	FL	501(c)(3)	3	BHSF		No
(13)BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH,FL33435 59-2771779	O/P MEDICAL SERVICES	FL	501(c)(3)	10	BHI		No
(14)BETHESDA OUTPATIENT SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH,FL33435 65-0561263	O/P MEDICAL SERVICES	FL	501(c)(3)	10	BHI		No
(15)BETHESDA HOSPITAL INC 2815 S SEACREST BLVD BOYNTON BEACH,FL33435 59-2447554	HOSPITAL	FL	501(c)(3)	3	BHI		No
(16)BOCA RATON REGIONAL HOSPITAL INC 800 MEADOWS ROAD BOCA RATON,FL33486 59-1006663	HOSPITAL	FL	501(c)(3)	3	BRRH		No
(17)BRRH HOME HEALTH SERVICES INC 800 MEADOWS ROAD BOCA RATON,FL33486 65-0044715	O/P MEDICAL SERVICES	FL	501(c)(3)	Type III-FI	BRRH		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) KENDALL PROFESSIONAL CENTER LIMITED 6855 RED ROAD SUITE 600 CORAL GABLES,FL33143 59-2645094	LEASING OFFICE SPACE	FL	NA	N/A
(2) BAPTIST SLEEP CENTERS OF SOUTH FLORIDA LLC 6855 RED ROAD SUITE 600 CORAL GABLES,FL33143 27-3597226	MEDICAL SERVICES	FL	NA	N/A
(3) BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC 6855 RED ROAD SUITE 600 CORAL GABLES,FL33143 20-1796841	MEDICAL SERVICES	FL	NA	N/A
(4) BAPTIST HEALTH SURGERY CENTER LLC 8900 N KENDALL DRIVE MIAMI,FL33176 65-0663357	MEDICAL SERVICES	FL	NA	N/A
(5) AMSURG BAPTIST NETWORK ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES,FL33143 47-3088958	HOLDING COMPANY	FL	NA	N/A
(6) BAPTIST AMBULATORY ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES,FL33143 81-4431967	HOLDING COMPANY	FL	NA	N/A
(7) HEALTH NETWORK AMBULATORY ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES,FL33143 81-4490589	HOLDING COMPANY	FL	NA	N/A
(8) MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY 6855 RED ROAD SUITE 600 CORAL GABLES,FL33143 47-4128811	CARDIAC MEDICAL CENTER	FL	NA	N/A
(9) MEDLEY OPPORTUNITY FUND III LP 280 PARK AVENUE 6TH FLOOR EAST NEW YORK,NY10152 47-1284126	INVESTMENT IN DEBT	NY	NA	N/A
(10) BAPTISTBELMONT CG JV LLC 7660 WOODWAY DRIVE SUITE 400 HOUSTON,TX77063 84-3628646	MEDICAL SERVICES	TX	NA	N/A
(11) BVBP PURSUIT LLC 7660 WOODWAY DRIVE SUITE 400 HOUSTON,TX77063 84-3693526	MEDICAL SERVICES	TX	NA	N/A

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?
(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	Yes	No
(1) BAPTIST HEALTH ENTERPRISES INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 59-2572862	REAL ESTATE MANAGEMENT	FL	NA	C Corporation					No
(2) SAMARITAN RISK RETENTION GROUP 146 Fairchild Street Suite 135 Charleston,SC29492 20-3433505	INSURANCE	SC	NA	C Corporation					No
(3) PINEAPPLE INSURANCE COMPANY 23 LIME TREE BAY AVE PO BOX 1051 GRAND CAYMAN KY11102 CJ 98-0465790	INSURANCE	CJ	NA	C Corporation					No
(4) BMAB EAST TOWER INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 65-4047110	LEASE OFFICE SPACE	FL	NA	C Corporation					No
(5) BAPTIST MEDICAL SERVICES CORP 6855 RED ROAD STE 600 CORAL GABLES,FL33143 65-0506620	HOLDING COMPANY	FL	NA	C Corporation					No
(6) KENDALL CREDIT & BUSINESS SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 65-0434778	COLLECTION AGENCY	FL	NA	C Corporation					No
(7) SOUTH MIAMI HEALTH ENTERPRISES INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 59-2623930	MEDICAL CENTER	FL	NA	C Corporation					No
(8) BAPTIST AMBULATORY SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 42-1573814	HOLDING COMPANY	FL	NA	C Corporation					No
(9) BHE REALTY INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 90-0152617	REAL ESTATE BROKER	FL	NA	C Corporation					No
(10) BAPTIST ANCILLARY SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES,FL33143 55-0800138	HOLDING COMPANY	FL	NA	C Corporation					No
(11) BETHESDA HEALTH PHYSICIAN GROUP INC 2815 S SEACREST BLVD BOYNTON BEACH,FL33435 65-0561267	PHYSICIAN OFFICES	FL	NA	C Corporation					No
(12) BETHESDA HOLDING COMPANY INC 2815 S SEACREST BLVD BOYNTON BEACH,FL33435 59-2663767	HOLDING COMPANY	FL	NA	C Corporation					No
(13) PALM BEACH CREDIT ADJUSTORS INC 2815 S SEACREST BLVD BOYNTON BEACH,FL33435 59-2507658	INVESTMENT	FL	NA	C Corporation					No
(14) BOCACARE INC 800 MEADOWS ROAD BOCA RATON,FL33486 26-4190328	PHYSICIAN OFFICES	FL	NA	C Corporation					No
(15) BAPTIST HEALTH INTERNATIONAL CAYMAN ISLAND LTD PO BOX 309 UGLAND HOUSE KY11010 CJ	MEDICAL SERVICES	CJ	NA	C Corporation					No

Schedule R (Form 990) 2023

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

Yes

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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) 2023

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

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) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

1	Briefly describe the organization’s mission or most significant activities: See Form 990, Part III, Line 1
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	10
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 2023 (Part V, line 2a) ......	5	2,877
6	Total number of volunteers (estimate if necessary) .............	6	109
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	532,722	912,350
9	Program service revenue (Part VIII, line 2g) .........	402,386,096	469,283,642
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	470,833	33,901,736
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	14,366,414	15,386,834
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	417,756,065	519,484,562
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	208,739,899	211,907,462
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	316,894,680	338,103,320
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	525,634,579	550,010,782
19	Revenue less expenses. Subtract line 18 from line 12.......	-107,878,514	-30,526,220
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	396,550,429	397,415,418
21	Total liabilities (Part X, line 26).............	694,067,591	710,946,428
22	Net assets or fund balances. Subtract line 21 from line 20.....	-297,517,162	-313,531,010

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 492,104,174 including grants of $ 0 ) (Revenue $ 475,938,096 )
	SEE SCHEDULE O

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 expenses492,104,174

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Joshua Jay Bailin........................................................................ Medical Dir Care Mgmt	45.0 .......................0	X		251,778	0	25,751
(19) Michael P Shields........................................................................ AVP Operations	45.0 .......................0	X		194,715	0	24,336
(20) Sharlene Lau........................................................................ Director Pharmacy	45.0 .......................0	X		197,615	0	36,617
(21) Victor M Ospina........................................................................ AVP Patient Care Svcs - End 10/2023	45.0 .......................0	X		237,993	0	22,001
(22) Nelson Lazo........................................................................ Former CEO	0.0 .......................0.0		X	0	425,249	16,231
(23) Roger Kirk........................................................................ Former CEO	0.0 .......................0.0		X	386,123	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	3,610,086	1,733,687	647,396

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	912,350
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:$		1g

h Total. Add lines 1a-1f.......		912,350

		Business Code
2a	PATIENT SERVICE REVENUE	622110	466,373,587	466,373,587
b	GRANT REVENUE	900099	2,898,955	2,898,955
c	LAB SERVICE	900099	11,100	11,100
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		469,283,642

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,288,125			1,288,125
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	6,383,904
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	6,383,904	0
d	Net rental income or (loss).......			6,383,904			6,383,904
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	2,928,967	37,883,958
b	Less: cost or other basis and sales expenses	7b	2,918,443	5,280,871
c	Gain or (loss)	7c	10,524	32,603,087
d	Net gain or (loss).........			32,613,611			32,613,611
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	Pharmacy Revenue		900099	4,440,259	4,440,259
b	Residency Program Revenue		900099	540,000	540,000
c	CAFETERIA		722210	2,006,390			2,006,390
d	All other revenue ....			2,016,281	1,674,195	0	342,086
e	Total. Add lines 11a–11d ......			9,002,930
12	Total revenue. See instructions.....			519,484,562	475,938,096	0	42,634,116

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
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 ...........	936,684		936,684
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........	166,999,470	151,142,539	15,856,931
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	10,144,179	9,129,761	1,014,418
9	Other employee benefits .......	21,566,462	19,409,816	2,156,646
10	Payroll taxes ...........	12,260,667	11,034,600	1,226,067
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	40,705,706	38,658,841	2,046,865	0
12	Advertising and promotion ....	622,192	497,754	124,438
13	Office expenses .......	22,041,454	17,633,163	4,408,291
14	Information technology ......	13,508,550	10,806,840	2,701,710
15	Royalties ..
16	Occupancy ...........	10,837,192	8,669,754	2,167,438
17	Travel ............	56,898	45,518	11,380
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	13,783	11,026	2,757
20	Interest ...........	7,092,846	5,674,277	1,418,569
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	19,153,048	15,322,438	3,830,610
23	Insurance ...	10,311,196	10,309,026	2,170
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	MEDICAL SUPPLIES	85,411,333	85,411,333
b	PROVISION FOR BAD DEBT	37,752,320	37,752,320
c	CHARITY CARE	31,348,822	31,348,822
d	MANAGEMENT FEE	25,778,832	20,623,066	5,155,766
e	All other expenses	33,469,148	18,623,280	14,845,868	0
25	Total functional expenses. Add lines 1 through 24e	550,010,782	492,104,174	57,906,608	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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			316,598	1	12,963
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			69,900,215	4	58,369,467
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			9,091,349	8	9,251,097
9	Prepaid expenses and deferred charges ......			3,434,835	9	3,264,465
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	385,241,577
b	Less: accumulated depreciation	10b	120,816,327	251,120,809	10c	264,425,250
11	Investments—publicly traded securities .				11
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 ...............				14
15	Other assets. See Part IV, line 11 ...........			62,686,623	15	62,092,176
16	Total assets. Add lines 1 through 15 (must equal line 33)...			396,550,429	16	397,415,418

17	Accounts payable and accrued expenses .....	49,766,438	17	62,324,950
18	Grants payable ...		18
19	Deferred revenue .........	0	19
20	Tax-exempt bond liabilities .........	194,610,033	20	187,755,858
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	449,691,120	25	460,865,620
26	Total liabilities. Add lines 17 through 25..	694,067,591	26	710,946,428

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	-336,630,481	27	-362,511,401
28	Net assets with donor restrictions ...........	39,113,319	28	48,980,391
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	-297,517,162	32	-313,531,010
33	Total liabilities and net assets/fund balances ........	396,550,429	33	397,415,418