BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC

EIN 59-1923401 · Fund Raising & Fund Distribution - Health - General and Rehabilitative (E12)

What they do

SEE FORM 990 , PART III, LINE 1

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders100 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

26.11%of revenue went to mission work78.6% of expenses · Program services

3.10%of revenue went to fundraising9.3% of expenses

$56.17spent for every $100 of revenueRevenue covered expenses this year.

4.01%of revenue went to management and office costs12.1% of expenses

$14.14in assets for every $1 spent this yearSome assets cannot be spent right away.

155.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $575,191 for BARBARA M JAMES (VP DEVELOPMENT AND SUPPORT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$142,477,730

Mission workProgram services$37,203,64926.11% of revenue78.6% of expenses

ManagementOffice and general costs$5,710,9754.01% of revenue12.1% of expenses

FundraisingAsking for donations$4,417,2803.10% of revenue9.3% of expenses

Revenue left after expensesReported annual surplus$95,145,82666.78% of revenueShown in gray on the chart

Total expenses$47,331,90433.22% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 78.6% mission · 12.1% management · 9.3% fundraisingTotal expenses: 33.22% of revenue

2022Expense mix: 82.7% mission · 10.2% management · 7.2% fundraisingTotal expenses: 74.62% of revenue

2021Expense mix: 80.9% mission · 14.1% management · 5.0% fundraisingTotal expenses: 46.72% of revenue

2020Expense mix: 80.2% mission · 15.8% management · 3.9% fundraisingTotal expenses: 48.03% of revenue

2019Expense mix: 82.4% mission · 12.6% management · 5.0% fundraisingTotal expenses: 79.03% of revenue

2018Expense mix: 70.2% mission · 19.5% management · 10.3% fundraisingTotal expenses: 45.01% of revenue

2017Expense mix: 77.0% mission · 15.2% management · 7.7% fundraisingTotal expenses: 57.34% of revenue

2016Expense mix: 82.0% mission · 11.5% management · 6.5% fundraisingTotal expenses: 67.26% of revenue

Money in and money out

Revenue$84,259,215

Expenses$47,331,904

Annual surplus $36,927,311 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$37,203,649 · 78.6% of expenses

Management and office costs$5,710,975 · 12.1% of expenses

Fundraising$4,417,280 · 9.3% of expenses

See all reported dollar amounts

Revenue$84,259,215

Expenses$47,331,904

Assets$669,044,056

Income$175,119,450

Contributions$131,162,658

Mission work (program services)$37,203,649

Fundraising$4,417,280

Grants given$101,854,291

Average grant$1,340,188

Management and general$5,710,975

Executive compensation (total)$459,552

Stocks and bonds$432,772,926

Accounting fees$45,000

Investing fees$534,050

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

BARBARA M JAMESVP DEVELOPMENT AND SUPPORT · 50 hrs/week $575,191Base $475,550 · Other $99,641

WENDY GENTESAVP FOUNDATION · 45 hrs/week $281,207Base $252,253 · Other $28,954

JAMIE L THOMASAVP DEVELOPMENT · 45 hrs/week $279,536Base $259,955 · Other $19,581

ANNA I MARTINEZAVP FOUNDATION · 45 hrs/week $272,305Base $261,391 · Other $10,914

JACQUELINE OMALLEYAVP DEVELOPMENT · 45 hrs/week $260,092Base $250,745 · Other $9,347

LOURDES M ALVAREZDIRECTOR OF MARKETING STRATEGY · 45 hrs/week $192,652Base $177,131 · Other $15,521

JANETTE L SANCHEZCORPORATE VP OF FINANCE · 6 hrs/week $152,517Base · Other $152,517

ALEXANDRA VILLOCHCEO · 50 hrs/week $36,569Base · Other $36,569

JOE NATOLIFORMER CHIEF ADMIN OFFICER $34,904Base · Other $34,904

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (100)

BARBARA M JAMESVP DEVELOPMENT AND SUPPORT

WENDY GENTESAVP FOUNDATION

JAMIE L THOMASAVP DEVELOPMENT

ANNA I MARTINEZAVP FOUNDATION

JACQUELINE OMALLEYAVP DEVELOPMENT

LOURDES M ALVAREZDIRECTOR OF MARKETING STRATEGY

JANETTE L SANCHEZCORPORATE VP OF FINANCE

ALEXANDRA VILLOCHCEO

JOE NATOLIFORMER CHIEF ADMIN OFFICER

ABBY PORTUONDODIRECTOR

AL MAULINIDIRECTOR - BEG 07/2024

ALAN DIMONDDIRECTOR

ALBERT TANO MDDIRECTOR

ALEJANDRO RODRIGUEZDIRECTOR - BEG 04/2024

ALETA WILLIAMSONDIRECTOR

ALEX GIERBOLINIDIRECTOR - END 11/2023

ALEX KRYSDIRECTOR

ALEXANDRA KELLEYDIRECTOR

ANDY HERNANDEZDIRECTOR

ANTHONY CARAVETTADIRECTOR - BEG 01/2024

ARMANDO FERNANDEZDIRECTOR

AUDRA HILL WALLACEDIRECTOR

BARBARA WRIGHTDIRECTOR

BEA CITRONDIRECTOR

BETTY ANNE SCHILLINGDIRECTOR

BILL R TILLETTDIRECTOR

BORIS ZEDANDIRECTOR

BRENDA MARIA MOREIRADIRECTOR

CAMILO MIGUEL JRDIRECTOR

CARLOS RODRIGUEZDIRECTOR

CAROL TAICLETDIRECTOR - BEG 04/2024

CAROLINA CANIDADIRECTOR

CAROLYN HURSTDIRECTOR - BEG 04/2024

CARON DOCKERTYDIRECTOR

CHANTEL HERNANDEZDIRECTOR - BEG 07/2024

CHARLES BOWIEDIRECTOR

CHARLES WHITEDIRECTOR

CLAUDIA STOBERDIRECTOR

DARREN SALINGER MDDIRECTOR

DAVID A PEREZDIRECTOR - BEG 07/2024

DAWN EDWARDSDIRECTOR

DEREK PAPP MDDIRECTOR

DONALD SWATIKDIRECTOR

DONALD W HORTONDIRECTOR

E CARLTON WILTON JRDIRECTOR

EDUARDO ERANADIRECTOR

EION HUDIRECTOR

ELLEN BUCKLEYDIRECTOR - BEG 07/2024

EMINA CUNMULAJ NAZARIANDIRECTOR

ERIN KNIGHTDIRECTOR

ERNESTO AVINODIRECTOR

EVAN REESDIRECTOR

GAETANO CALTAGIRONEDIRECTOR - BEG 04/2024

GEORGE FOYODIRECTOR

GEORGE NEUGENTDIRECTOR

GEORGE MARAKAS PHDDIRECTOR

GIL NEUMANDIRECTOR

GUILLERMO PASCUALDIRECTOR

JANE PACKARDDIRECTOR

JASON KOLERDIRECTOR

JAY A HERSHOFF ESQDIRECTOR

JEFFREY TAYLORDIRECTOR

JEFFREY ALLEN SCHWARTZDIRECTOR - BEG 04/2024

JHONNY MERCADODIRECTOR

JIMMY GRAHAMDIRECTOR - BEG 04/2024

JOEL SCHENKMAN MDDIRECTOR

JOHN VANDERSLICEDIRECTOR

JOHN VIDALINDIRECTOR

JOHN PASQUAL DMDDIRECTOR

JOHN SCOTT WESTONDIRECTOR

JON LANDAUDIRECTOR

JORGE ARGUELLESDIRECTOR

JORGE PEREZ MDDIRECTOR

JOSEPH WESTONDIRECTOR

JOSEPH A FERNANDEZ MDDIRECTOR

JOSEPH BUCHANAN ESQDIRECTOR

JUAN ANTONIO MICHELENADIRECTOR

JUDITH ZEDERDIRECTOR

JULIA SHENDIRECTOR

KIM ELLIOTDIRECTOR

KRISTEN MUNROEDIRECTOR

KRISTINA GOSSMAN-DUCANESDIRECTOR

LANE JONESDIRECTOR

LANI KAHN DRODYDIRECTOR

LEONARD GULLANDIRECTOR - BEG 04/2024

LIANA M DE MENADIRECTOR

LILLIAN M PETERSDIRECTOR

LINDA COGGINSDIRECTOR

LINDY ROTHDIRECTOR

LORENA HEREDIA-CASERESDIRECTOR

LOURDES JOFRE COLLETTDIRECTOR

MANUEL MACHADODIRECTOR

MARIA BEGUIRISTAINDIRECTOR

MARK RICHDIRECTOR

MARK HERNANDEZ MDDIRECTOR

MARTIN PICODIRECTOR - BEG 07/2024

MARY BLUMDIRECTOR

MIA HUDIRECTOR

MICHAEL BERMANDIRECTOR

MICHAEL FAYDIRECTOR

About this charity

Recognized since: January 1979
Location: 6855 RED ROAD STE 600, CORAL GABLES, FL 33143-3518
County: Miami-Dade
In care of: % FINANCE DEPARTMENT
Primary officer: JANETTE SANCHEZ, CORPORATE VP OF FINANCE

How to reach them

WebsiteVisit the charity’s website Phone(786) 662-7000

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: DELOITTE TAX LLP
NTEE classification: Fund Raising & Fund Distribution - Health - General and Rehabilitative (E12)
IRS tax category: Fund Raising & Fund Distribution
Grant-giving organization: Yes