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ObjectId: 202201969349301025 - Submission: 2022-07-15
TIN: 61-0444707
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
20
Open to Public Inspection
Name of the organization
Baptist Healthcare System Inc
Employer identification number
61-0444707
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 Network Partners LLC
2501 Kentucky Avenue
Paducah
,
KY
42001
45-4290974
Physician Network
KY
6,122,710
0
BHSI
(2)
Baptist Health Care Partners LLC
2701 Eastpoint Parkway
Louisville
,
KY
40223
47-4067700
ACO
KY
0
0
BHSI
(3)
Baptist Health Surgery Center Eastpoint
2400 Eastpoint Parkway
Louisville
,
KY
40223
26-0834852
Ambulatory Surgery Center
KY
0
0
BHSI
(4)
Baptist Health Surgery Center LLC
2701 Eastpoint Parkway
Louisville
,
KY
40223
84-3280181
Ambulatory Surgery Center
KY
0
0
BHSI
(5)
Hardin Professional Services LLC
2701 Eastpoint Parkway
Louisville
,
KY
40223
20-4435701
Professional Physician Practice
KY
0
0
BHSI
(6)
CareFirst Urgent Care Center LLC
2701 Eastpoint Parkway
Louisville
,
KY
40223
61-1345615
Urgent Care Center
KY
0
0
BHSI
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 Medical Group Inc
2701 Eastpoint Parkway
Louisville
,
KY
40223
20-5497203
Physician Services
KY
501(c)(3)
Line 3
BHSI
Yes
(2)
Baptist Health Madisonville Inc
900 Hospital Drive
Madisonville
,
KY
42431
61-0654587
Hospital
KY
501(c)(3)
Line 3
BHSI
Yes
(3)
Mercy Regional Emergency Medical Systems
126 Lone Oak Road
Paducah
,
KY
42001
61-1310466
Ambulance Service
KY
501(c)(3)
Line 12a, I
BHSI
Yes
(4)
Medical Center Ambulance Services Inc
629 Lafoon Street
Madisonville
,
KY
42431
61-0946210
Ambulance Service
KY
501(c)(3)
Line 10
N/A
Yes
(5)
Baptist Health Foundation Richmond Inc
2701 Eastpoint Parkway
Louisville
,
KY
40223
31-1506378
Fundraising
KY
501(c)(3)
Line 12a, I
BHSI
Yes
(6)
Baptist Health Foundation Madisonville Inc
2701 Eastpoint Parkway
Louisville
,
KY
40223
47-2893430
Fundraising
KY
501(c)(3)
Line 12a, I
BHSI
Yes
(7)
Baptist Health Foundation Corbin Inc
2701 Eastpoint Parkway
Louisville
,
KY
40223
47-3033550
Fundraising
KY
501(c)(3)
Line 12a, I
BHSI
Yes
(8)
Baptist Health Foundation Lexington Inc
1740 Nicholasville Road
Lexington
,
KY
40503
61-1480774
Fundraising
KY
501(c)(3)
Line 12a, I
BHSI
Yes
(9)
Baptist Health Foundation Paducah Inc
2501 Kentucky Avenue
Paducah
,
KY
42003
26-4057759
Fundraising
KY
501(c)(3)
Line 12a, I
BHSI
Yes
(10)
Baptist Health Foundation Greater Louisville Inc
4000 Kresge Way
Louisville
,
KY
40207
20-0292291
Fundraising
KY
501(c)(3)
Line 12a, I
BHSI
Yes
(11)
Baptist Healthcare Foundation Inc
2701 Eastpoint Parkway
Louisville
,
KY
40223
31-1122867
Fundraising
KY
501(c)(3)
Line 12a, I
BHSI
Yes
(12)
Pattie A Clay Hospital Auxiliary
PO Box 1600
Richmond
,
KY
40476
51-0172717
Hospital Support
KY
501(c)(3)
Line 12a, I
BHSI
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Page 2
Schedule R (Form 990) 2020
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)
Baptist East Milestone Fitness Center
750 Cypress Station Road
Louisville
,
KY
40207
61-1355065
Fitness Center
KY
BHSI
Excluded
210,434
2,421,536
No
No
50.230 %
(2)
Baptist Physicicans Surgery Center
1720 Nicholasville Road
Lexington
,
KY
40503
04-3665929
Ambulatory Surgery Center
KY
BHSI
Related
1,491,855
2,634,908
No
No
54.650 %
(3)
Medical Associates of Middletown
4000 Kresge Way
Louisville
,
KY
40207
20-0399400
Medical Office Building
KY
BHSI
Related
383,000
739,370
No
No
35.000 %
(4)
Cumberland Valley Surgical Center LLC
PO Box 1620
Corbin
,
KY
40701
61-1348280
Ambulatory Surgery Center
IN
BHSI
Related
298,372
3,633,805
No
No
51.000 %
(5)
1931 West Street
2701 Eastpoint Parkway
Louisville
,
KY
40223
83-1709486
Real Estate
KY
BHSI
Related
No
No
100.000 %
(6)
Northgate Medical Imaging LLC
1214 Spring Street
Jeffersonville
,
IN
47130
20-2246378
Outpatient Care Facility
IN
BHSI
Related
226,243
757,489
No
No
50.000 %
(7)
Baptist Health Intuitive of Kentucky & Southern Indiana
2701 Eastpoint Pkwy
Louisville
,
KY
40223
85-4150917
Management
KY
BHSI
Related
No
No
51.000 %
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)
MS Community Health Inc
2701 Eastpoint Parkway
Louisville
,
KY
40223
61-1303514
Health Clinic
KY
BHMG
C
100.000 %
Yes
Schedule R (Form 990) 2020
Page 3
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
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
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
Baptist Health Care Partners Inc
Q
258,171
Cost
(2)
Baptist Health Care Partners Inc
R
1,931,712
Cost
(3)
Baptist Health Network PartnersInc
S
8,072,068
Cost
(4)
Baptist Health Foundation Corbin Inc
B
141,998
Cost
(5)
Baptist Health Foundation Corbin Inc
C
990,080
Cost
(6)
Baptist Health Foundation Corbin Inc
S
121,882
Cost
(7)
Baptist Health Foundation Lexington Inc
B
581,520
Cost
(8)
Baptist Health Foundation Lexington Inc
C
350,291
Cost
(9)
Baptist Health Foundation Lexington Inc
R
204,008
Cost
(10)
Baptist Health Foundation Madisonville Inc
B
188,649
Cost
(11)
Baptist Health Foundation Madisonville Inc
C
41,562
Cost
(12)
Baptist Health Foundation of Greater Louisville Inc
B
773,324
Cost
(13)
Baptist Health Foundation of Greater Louisville Inc
C
541,608
Cost
(14)
Baptist Health Foundation of Greater Louisville Inc
S
368,241
Cost
(15)
Baptist Health Foundation Paducah Inc
B
320,676
Cost
(16)
Baptist Health Foundation Paducah Inc
C
233,053
Cost
(17)
Baptist Health Foundation Paducah Inc
S
428,883
Cost
(18)
Baptist Health Foundation Richmond Inc
B
160,104
Cost
(19)
Baptist Health Foundation Richmond Inc
C
109,984
Cost
(20)
Baptist Health Foundation Richmond Inc
S
131,981
Cost
(21)
Baptist Health Madisonville Inc
S
99,100,728
Cost
(22)
Baptist Health Madisonville Inc
Q
26,467,648
Cost
(23)
Baptist Health Medical Group Inc
J
12,442,542
Cost
(24)
Baptist Health Medical Group Inc
Q
31,431,164
Cost
(25)
Baptist Health Medical Group Inc
S
21,829,333
Cost
(26)
Baptist Health Medical Group Inc
O
339,047
Cost
(27)
Baptist Health Medical Group Inc
P
44,543,832
Cost
(28)
Baptist Health Surgery Center LLC
J
775,529
Cost
(29)
Baptist Health Surgery Center LLC
O
206,971
Cost
(30)
Baptist Healthcare Foundation Inc
B
2,170,823
Cost
(31)
Baptist Healthcare Foundation Inc
S
920,343
Cost
(32)
Baptist Physicians Surgery Center LLC
Q
224,007
Cost
(33)
Baptist Physicians Surgery Center LLC
J
1,199,548
Cost
(34)
Baptist Physicians Surgery Center LLC
O
135,438
Cost
Schedule R (Form 990) 2020
Page 4
Schedule R (Form 990) 2020
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) 2020
Page 5
Schedule R (Form 990) 2020
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) 2020
Additional Data
Software ID:
Software Version: