Instrumentl eFile Render
Object ID: 202122219349300937 - Rendered 2024-05-06
TIN: 65-0267668
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
20
19
Open to Public Inspection
Name of the organization
Baptist Health South Florida Inc
Employer identification number
65-0267668
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
(1)
BAPTIST HEALTH INTERNATIONAL SERVICES LLC
6855 RED ROAD SUITE 600
CORAL GABLES
,
FL
33143
45-4706492
INTERNATIONAL SERVICES
FL
612,037
0
BHSF
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
BAPTIST HEALTH SOUTH FLORIDA INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
65-0267668
SUPPORT
FL
501(c)(3)
Type III-FI
NA
Yes
(2)
BAPTIST HOSPITAL OF MIAMI INC
8900 N KENDALL DRIVE
MIAMI
,
FL
33176
59-0910342
HOSPITAL
FL
501(c)(3)
3
BHSF
Yes
(3)
SOUTH MIAMI HOSPITAL INC
6200 SW 73 ST
MIAMI
,
FL
33143
59-0872594
HOSPITAL
FL
501(c)(3)
3
BHSF
Yes
(4)
HOMESTEAD HOSPITAL INC
975 BAPTIST WAY
HOMESTEAD
,
FL
33033
65-0232993
HOSPITAL
FL
501(c)(3)
3
BHSF
Yes
(5)
MARINERS HOSPITAL INC
91500 OVERSEAS HIGHWAY
TAVERNIER
,
FL
33070
59-1987355
HOSPITAL
FL
501(c)(3)
3
BHSF
Yes
(6)
WEST KENDALL BAPTIST HOSPITAL INC
9555 SW 162 AVE
MIAMI
,
FL
33196
52-2438452
HOSPITAL
FL
501(c)(3)
3
BHSF
Yes
(7)
DOCTORS HOSPITAL INC
5000 UNIVERSITY DRIVE
CORAL GABLES
,
FL
33146
04-3775926
HOSPITAL
FL
501(c)(3)
3
BHSF
Yes
(8)
BAPTIST OUTPATIENT SERVICES INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
56-2290370
MED. DIAG.
FL
501(c)(3)
3
BHSF
Yes
(9)
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
59-1923401
FUNDRAISING
FL
501(c)(3)
7
BHSF
Yes
(10)
BHSF REAL ESTATE FOUNDATION INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
65-0611015
SUPPORT
FL
501(c)(3)
Type I
BHSF
Yes
(11)
BAPTIST HEALTH MEDICAL GROUP INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
46-2597739
HEALTHCARE
FL
501(c)(3)
10
BHSF
Yes
(12)
MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
47-3090066
HEALTHCARE
FL
501(c)(3)
10
BHSF
Yes
(13)
FISHERMENS HEALTH INC
3301 OVERSEAS HWY
MARATHON
,
FL
33050
82-1682066
HOSPITAL
FL
501(c)(3)
3
BHSF
Yes
(14)
BETHESDA HEALTH INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
59-2447553
SUPPORT ORGANIZATION
FL
501(c)(3)
Type III-FI
BHSF
Yes
(15)
BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
59-2771779
O/P MEDICAL SERVICES
FL
501(c)(3)
10
BHI
Yes
(16)
BETHESDA HEALTH OUTPATIENT SERVICES INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
65-0561263
O/P MEDICAL SERVICES
FL
501(c)(3)
10
BHI
Yes
(17)
BETHESDA HOSPITAL INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
59-2447554
HOSPITAL
FL
501(c)(3)
3
BHI
Yes
(18)
BETHESDA HOSPITAL FOUNDATION INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
59-6137805
FUNDRAISING
FL
501(c)(3)
7
BHI
Yes
(19)
BETHESDA MEMORIAL HOSPITAL SIT (WORKMANS COMP)
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
59-6775830
SELF INSURANCE TRUST
FL
501(c)(3)
Type I
BHI
Yes
(20)
BETHESDA MEMORIAL HOSPITAL SIT - MALPRACTICE
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
59-2230109
SELF INSURANCE TRUST
FL
501(c)(3)
Type I
BHI
Yes
(21)
BETHESDA PAYROLL SERVICES INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
65-0523164
PAYROLL SUPPORT
FL
501(c)(3)
Type I
BHI
Yes
(22)
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS ROAD
BOCA RATON
,
FL
33486
59-1006663
HOSPITAL
FL
501(c)(3)
3
BRRH
Yes
(23)
BRRH CORPORATION INC
800 MEADOWS ROAD
BOCA RATON
,
FL
33486
59-2406033
SUPPORT
FL
501(c)(3)
Type III-FI
BHSF
Yes
(24)
BRRH HOME HEALTH SERVICES INC
800 MEADOWS ROAD
BOCA RATON
,
FL
33486
65-0044715
O/P MEDICAL SERVICES
FL
501(c)(3)
Type III-FI
BRRH
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
KENDALL PROFESSIONAL CENTER LIMITED
6855 RED ROAD SUITE 600
CORAL GABLES
,
FL
33143
59-2645094
LEASING OFFICE SPACE
FL
NA
N/A
(2)
BAPTIST SLEEP CENTERS OF SOUTH FLORIDA LLC
6855 RED ROAD SUITE 600
CORAL GABLES
,
FL
33143
27-3597226
MEDICAL SERVICES
FL
NA
N/A
(3)
BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC
6855 RED ROAD SUITE 600
CORAL GABLES
,
FL
33143
20-1796841
MEDICAL SERVICES
FL
NA
N/A
(4)
BAPTIST HEALTH SURGERY CENTER LLC
8900 N KENDALL DRIVE
MIAMI
,
FL
33176
65-0663357
MEDICAL SERVICES
FL
NA
N/A
(5)
AMSURG BAPTIST NETWORK ALLIANCE LLC
6855 RED ROAD SUITE 600
CORAL GABLES
,
FL
33143
47-3088958
HOLDING COMPANY
FL
NA
N/A
(6)
BAPTIST AMBULATORY ALLIANCE LLC
6855 RED ROAD SUITE 600
CORAL GABLES
,
FL
33143
81-4431967
HOLDING COMPANY
FL
NA
N/A
(7)
HEALTH NETWORK AMBULATORY ALLIANCE LLC
6855 RED ROAD SUITE 600
CORAL GABLES
,
FL
33143
81-4490589
HOLDING COMPANY
FL
NA
N/A
(8)
MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY
6855 RED ROAD SUITE 600
CORAL GABLES
,
FL
33143
47-4128811
CARDIAC MEDICAL CENTER
FL
BHSF
Related
892,973
2,085,391
No
Yes
(9)
MEDLEY OPPORTUNITY FUND III LP
280 PARK AVENUE 6TH FLOOR EAST
NEW YORK
,
NY
10152
47-1284126
INVESTMENT IN DEBT
NY
BHSF
Related
6,248,819
50,049,264
No
No
(10)
SOUTH FLORIDA CENTER FOR ENDOSCOPY & DIGESTIVE DISEASE LLC
7875 SW 104TH ST SUITE 201
Miami
,
FL
33156
65-1112489
MEDICAL SERVICES
FL
NA
N/A
(11)
CARE SERVICES OF BETHESDA LLC
CENTRAL EXPY STE 1300
DALLAS
,
TX
75206
20-1745631
HOME HEALTH
TX
NA
N/A
(12)
MCCOY INVESTMENTS III LP
250 W 55TH ST 13D
NEW YORK
,
NY
10019
47-1225274
INVESTMENT IN FUNDS
NY
BHSF
Related
2,158,557
18,766,116
No
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
BAPTIST HEALTH ENTERPRISES INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
59-2572862
REAL ESTATE MANAGEMENT
FL
BHSF
C Corporation
54,358,878
197,109,561
Yes
(2)
SAMARITAN RISK RETENTION GROUP
146 Fairchild Street
Suite 135
Charleston
,
SC
29492
20-3433505
INSURANCE
SC
BHSF
C Corporation
11,748,715
48,879,341
Yes
(3)
PINEAPPLE INSURANCE COMPANY
98-0465790
INSURANCE
CJ
BHSF
C Corporation
490,332
11,638,426
Yes
(4)
BMAB EAST TOWER INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
65-4047110
LEASE OFFICE SPACE
FL
BHE
C Corporation
5,005,217
8,729,267
Yes
(5)
BAPTIST MEDICAL SERVICES CORP
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
65-0506620
HOLDING COMPANY
FL
BHE
C Corporation
1,244,403
-2,603,976
Yes
(6)
KENDALL CREDIT & BUSINESS SERVICES INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
65-0434778
COLLECTION AGENCY
FL
BHE
C Corporation
2,644,461
1,613,754
Yes
(7)
WEST KENDALL PROFESSIONAL SERVICES INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
65-0475570
COLLECTION AGENCY
FL
BHE
C Corporation
0
0
Yes
(8)
SOUTH MIAMI HEALTH ENTERPRISES INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
59-2623930
MEDICAL CENTER
FL
BHE
C Corporation
0
199,419
Yes
(9)
EAST KENDALL INVESTMENTS INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
65-0593165
REAL ESTATE RENTAL
FL
BHE
C Corporation
0
0
Yes
(10)
BAPTIST AMBULATORY SERVICES INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
42-1573814
HOLDING COMPANY
FL
BHE
C Corporation
12,710,692
32,293,506
Yes
(11)
BHE REALTY INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
90-0152617
REAL ESTATE BROKER
FL
BHE
C Corporation
395,484
2,614,469
Yes
(12)
BAPTIST ANCILLARY SERVICES INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
55-0800138
HOLDING COMPANY
FL
BHE
C Corporation
0
0
Yes
(13)
BETHESDA HEALTH PHYSICIAN GROUP INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
65-0561267
PHYSICIAN OFFICES
FL
NA
C Corporation
No
(14)
BETHESDA HOLDING COMPANY INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
59-2663767
HOLDING COMPANY
FL
NA
C Corporation
No
(15)
PALM BEACH CREDIT ADJUSTORS INC
2815 S SEACREST BLVD
BOYNTON BEACH
,
FL
33435
59-2507658
INVESTMENT
FL
NA
C Corporation
No
(16)
BOCACARE INC
800 MEADOWS ROAD
BOCA RATON
,
FL
33486
26-4190328
PHYSICIAN OFFICES
FL
NA
C Corporation
No
(17)
Baptist Health International Cayman Island LTD
Medical Services
CJ
Baptist Health International Services LLC
C Corporation
1,877,026
4,874,652
100 %
Yes
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
Yes
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
Yes
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
Yes
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
Baptist Health Enterprises Inc
A
4,352,417
Fair Market Value
(2)
Samaritan Risk Retention Group Inc
A
168,608
Fair Market Value
(3)
BAPTIST HEALTH MEDICAL GROUP INC
B
872,723,691
Change in AccT
(4)
Baptist Health South Florida Foundation Inc
C
2,238,881
Fair Market Value
(5)
Baptist Health Enterprises Inc
D
61,810,802
NET BOOK VALUE
(6)
Samaritan Risk Retention Group Inc
D
2,480,000
Net Book Value
(7)
Baptist Hospital of Miami Inc
I
371,166
Net Book Value
(8)
Bethesda Hospital Inc
I
157,076
Net Book Value
(9)
Baptist Sleep Centers of South Florida LLC
I
58,309
Net Book Value
(10)
Boca Raton Regional Hospital Inc
I
109,420
Net Book Value
(11)
Baptist Health Enterprises Inc
J
437,067
Fair Market Value
(12)
Baptist Health Medical Group Inc
J
2,303,304
Fair Market Value
(13)
Baptist Health South Florida Foundation Inc
J
342,322
Fair Market Value
(14)
Baptist Outpatient Services Inc
J
949,879
Fair Market Value
(15)
Baptist Surgery and Endoscopy Centers LLC
J
1,126,371
Fair Market Value
(16)
Doctors Hospital Inc
J
723,364
Fair Market Value
(17)
Miami Cancer Institute at Baptist Health Inc
J
247,313
Fair Market Value
(18)
South Miami Hospital Inc
J
528,275
Fair Market Value
(19)
Baptist Health Enterprises Inc
K
351,651
Fair Market Value
(20)
Baptist Outpatient Services Inc
K
345,074
Fair Market Value
(21)
BMAB East Tower Inc
K
167,079
Fair Market Value
(22)
Kendall Professional Center Limited
K
185,413
Fair Market Value
(23)
West Kendall Baptist Hospital Inc
K
165,795
Fair Market Value
(24)
Baptist Health Medical Group Inc
L
4,972,776
Fair Market Value
(25)
Baptist Health South Florida Foundation Inc
L
615,108
Fair Market Value
(26)
Baptist Hospital of Miami Inc
L
45,481,200
Fair Market Value
(27)
Baptist Outpatient Services Inc
L
4,579,416
Fair Market Value
(28)
Bethesda Health Inc
L
371,556
Fair Market Value
(29)
Bethesda Hospital Inc
L
6,292,632
Fair Market Value
(30)
Boca Raton Regional Hospital Inc
L
858,000
Fair Market Value
(31)
Doctors Hospital Inc
L
6,788,508
Fair Market Value
(32)
Fishermen's Health Inc
L
654,816
Fair Market Value
(33)
Homestead Hospital Inc
L
10,025,928
Fair Market Value
(34)
Mariners Hospital Inc
L
2,299,428
Fair Market Value
(35)
Miami Cancer Institute at Baptist Health Inc
L
1,778,760
Fair Market Value
(36)
Miami Cardiac & Vascular Management Company LLC
L
1,461,200
Fair Market Value
(37)
Samaritan Risk Retention Group Inc
L
199,998
Fair Market Value
(38)
South Miami Hospital Inc
L
18,086,388
Fair Market Value
(39)
West Kendall Baptist Hospital Inc
L
9,908,976
Fair Market Value
(40)
Baptist Health Enterprises Inc
M
2,168,470
Fair Market Value
(41)
Baptist Health Medical Group Inc
M
185,000
Fair Market Value
(42)
Pineapple Insurance Company Limited
M
5,429,392
Fair Market Value
(43)
Samaritan Risk Retention Group Inc
M
9,197,510
Fair Market Value
(44)
Baptist Health Enterprises Inc
R
5,911,243
Change in Acct
(45)
Baptist Health South Florida Foundation Inc
R
30,487,753
Change in Acct
(46)
Bethesda Health Inc
R
258,349
Change in Acct
(47)
Bethesda Holding Company Inc
R
4,475,054
Change in Acct
(48)
Doctors Hospital Inc
R
22,313,252
Change in Acct
(49)
Fishermen's Health Inc
R
3,645,855
Change in Acct
(50)
Miami Cancer Institute at Baptist Health Inc
R
6,979,777
Change in Acct
(51)
Samaritan Risk Retention Group Inc
R
2,848,212
Change in Acct
(52)
Baptist Health Medical Group Inc
S
695,917,536
Change in Acct
(53)
Baptist Hospital of Miami Inc
S
215,086,836
Fair Market Value
(54)
Baptist Outpatient Services Inc
S
2,880,536
Fair Market Value
(55)
Bethesda Health Inc
S
284,504,411
Fair Market Value
(56)
Boca Raton Regional Hospital Inc
S
307,258,064
Fair Market Value
(57)
Homestead Hospital Inc
S
4,231,833
Change in Acct
(58)
Mariners Hospital Inc
S
18,005,170
Fair Market Value
(59)
Miami Cardiac & Vascular Management Company LLC
S
1,822,451
Change in Acct
(60)
Pineapple Insurance Company Limited
S
181,588
Change in Acct
(61)
South Miami Hospital Inc
S
57,678,589
Fair Market Value
(62)
West Kendall Baptist Hospital Inc
S
20,994,132
Change in Acct
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Additional Data
Software ID:
19010655
Software Version:
2019v5.0