Skip to content
Nonprofiteer
← SCOTT & WHITE HOSPITAL ROUND ROCK

Form 990 for tax year 2023

Filed by SCOTT & WHITE HOSPITAL ROUND ROCK.

Totals

Total revenue
$695,852,663
Total expenses
$518,256,638
Contributions and grants received
$117,663,677
Grants paid
$15,176,850
Program service revenue
$577,294,915
Investment income
-$68,843
Other revenue
$962,914
Total assets, end of year
$561,682,597
Total liabilities, end of year
$242,587,620
Net assets or fund balances, end of year
$319,094,977
Program services expenses (Part IX)
$435,201,874
Management and general expenses
$83,054,764
Fundraising expenses
$0
Program service expenses (Part III)
$435,201,874

Program services were 84.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $111,416,287

  • 1e · Government grants (contributions)

    $3,180,125

  • 1f · All other contributions, gifts and grants

    $3,067,265

  • 1g · Noncash contributions included above

    $16,169

  • 2a · Program service revenue: Patient Care

    total $575,336,258 · related or exempt $575,329,258 · excluded $7,000

  • 2b · Program service revenue: Shared Savings

    total $1,439,478 · related or exempt $1,439,478

  • 2c · Program service revenue: Rent

    total $511,619 · related or exempt $511,619

  • 2d · Program service revenue: Refunds/Rebates

    total $5,820 · related or exempt $5,820

  • 2e · Program service revenue: Education

    total $1,740 · related or exempt $1,740

  • 3 · Investment income

    total $14,174 · excluded $14,174

  • 7b · Less cost or other basis and sales expenses

    other assets $83,017

  • 7c · Gain or loss

    other assets -$83,017

  • 7d · Net gain or loss

    total -$83,017 · excluded -$83,017

  • 11a · Other revenue: Cafeteria

    total $727,173 · excluded $727,173

  • 11b · Other revenue: Gift Shop

    total $235,741 · excluded $235,741

  • 11e · Other revenue, total

    $962,914

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,176,850 · program services $15,176,850

  • 5 · Compensation of officers, directors and key employees

    total $3,961,738 · management and general $3,961,738

  • 7 · Other salaries and wages

    total $140,636,901 · program services $129,552,046 · management and general $11,084,855

  • 8 · Pension plan contributions

    total $5,644,413 · program services $5,199,526 · management and general $444,887

  • 9 · Other employee benefits

    total $12,779,130 · program services $11,771,892 · management and general $1,007,238

  • 10 · Payroll taxes

    total $12,233,007 · program services $11,288,382 · management and general $944,625

  • 11a · Fees: management

    total $4,636 · program services $4,636

  • 11b · Fees: legal

    total $60,459 · management and general $60,459

  • 11d · Fees: lobbying

    total $137,498 · management and general $137,498

  • 11g · Fees: other

    total $105,871,232 · program services $43,609,386 · management and general $62,261,846

  • 12 · Advertising and promotion

    total $99,592 · program services $73,863 · management and general $25,729

  • 13 · Office expenses

    total $1,783,567 · program services $1,631,530 · management and general $152,037

  • 14 · Information technology

    total $17,095,517 · program services $17,009,467 · management and general $86,050

  • 16 · Occupancy

    total $40,012,744 · program services $37,937,724 · management and general $2,075,020

  • 17 · Travel

    total $550,139 · program services $449,760 · management and general $100,379

  • 19 · Conferences, conventions and meetings

    total $366,536 · program services $342,535 · management and general $24,001

  • 20 · Interest

    total $32,822 · program services $32,822

  • 22 · Depreciation, depletion and amortization

    total $16,459,907 · program services $16,459,907

  • 23 · Insurance

    total $133,539 · management and general $133,539

  • 24a · Other expenses: Medical Supplies

    total $133,644,008 · program services $133,644,008

  • 24b · Other expenses: LPPF Expense

    total $7,475,376 · program services $7,475,376

  • 24c · Other expenses: Non Medical Supplies

    total $3,335,741 · program services $2,955,288 · management and general $380,453

  • 24d · Other expenses: Federal Income Tax

    total $1,035 · program services $1,035

  • 24e · All other expenses

    total $760,251 · program services $585,841 · management and general $174,410

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,058 · end of year $6,059

  • 2 · Savings and temporary cash investments

    beginning of year $38,854 · end of year $25,636

  • 4 · Accounts receivable

    beginning of year $52,080,970 · end of year $48,249,907

  • 8 · Inventories for sale or use

    beginning of year $11,486,795 · end of year $11,881,103

  • 9 · Prepaid expenses and deferred charges

    end of year $4,863,979

  • 10a · Land, buildings and equipment: cost or other basis

    $507,925,806

  • 10b · Land, buildings and equipment: accumulated depreciation

    $187,389,907

  • 10c · Land, buildings and equipment, net

    beginning of year $175,454,735 · end of year $320,535,899

  • 13 · Investments: program-related

    beginning of year $1,779,073 · end of year $1,779,073

  • 14 · Intangible assets

    beginning of year $54,966,961 · end of year $54,966,961

  • 15 · Other assets

    beginning of year $138,054,198 · end of year $119,373,980

  • 17 · Accounts payable and accrued expenses

    beginning of year $44,063,083 · end of year $67,308,401

  • 23 · Secured mortgages and notes payable

    beginning of year $151,690,556 · end of year $175,279,219

  • 27 · Net assets without donor restrictions

    beginning of year $235,363,006 · end of year $317,364,906

  • 28 · Net assets with donor restrictions

    beginning of year $2,750,999 · end of year $1,730,071

Mission and programs · 2023

Mission

Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities.

Activities or mission (Part I)

Faith based acute care hospital providing exemplary patient care, medical education, medical research and community service to residents of the Central Texas region since 2005.

  • See Schedule OScott & White Hospital - Round Rock is a faith-based, nonprofit, hospital facility providing exemplary patient care services to the residents of Williamson and Travis Counties and the surrounding communities since 2005. Locations include Baylor Scott & White Medical Center - Round Rock (BSW Round Rock), a 101-bed acute care hospital, Baylor Scott & White Medical Center - Lakeway (BSW Lakeway), a 106-bed acute care hospital serving the residents of Lakeway and Baylor Scott & White Emergency Medical Center Cedar Park, an 8-bed standalone emergency department.The organization is affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare. Today, BSWH has over 1,300 patient access points including 52 hospitals, 632 specialty care clinics, 260 outpatient clinics, 164 primary care clinics, 29 pharmacies, 30 ambulatory surgery centers, 62 urgent care clinics, and more than 7,200 active physicians. The system also includes a state certified health maintenance organization, the Scott and White Health Plan and the Baylor Scott & White Quality Alliance accountable care organization both covering over 1,200,000 lives. BSW Round Rock was established in 2007 and provides access to quality medical services including areas of excellence such as cardiology, orthopedics, women's services and outpatient care. BSW Round Rock introduced much needed specialty expertise into Williamson County and North Austin. An 86,000 square-foot medical office building containing subspecialty physicians is attached to the hospital and an additional 100,000 square feet of subspecialty physician office space exists in a medical office building located across the street from the main campus. BSW Round Rock's operations include a freestanding cancer center located on the main campus and a network of 40 primary and specialty care clinics located in the Austin metroplex.BSW Lakeway is a full-service hospital that offers a new level of hospitality and comfortable amenities, while providing quality care across more than 30 medical specialties, including complex brain and spine, orthopedics, women's health and more. It features a 24/7 Emergency Department with patient satisfaction levels among the highest in the nation, Level IV Trauma Center, Level II NICU, Primary Stroke Center, an intensive care unit, 3-D mammography, and a full range of personalized diagnostic and treatment services featuring forward-thinking technologies.Baylor Scott & White Emergency Medical Center Cedar Park is a standalone emergency department that focuses solely on providing comprehensive emergency care to patients of all ages.During the fiscal year, the hospital facility admitted 12,216 patients resulting in 47,660 days of care; delivered 1,313 babies and received 55,260 emergency department visits. Additionally, the hospital provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas Statutory methodology) of $79,520,581 and provided community benefits (as reported on the Internal Revenue Service (IRS) Form 990, Schedule H) of $31,098,433 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $45,069,043 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H.See Schedule H for more information regarding these services and how the hospital facility promotes the health of the communities.

    Expenses $423,755,071 · Grants $15,176,850 · Revenue $571,232,333

  • See Schedule OMedical education is part of Scott & White Hospital - Round Rock's mission. Scott & White Hospital - Round Rock commits resources to help address the shortage of health care professionals including partnering with other educational institutions and similar organizations. Scott & White Hospital - Round Rock provided medical residency programs for the training of future physicians, nurses and other health professionals in an effort to increase the supply of health care professionals nation-wide. During the year, BSW Round Rock served 55 medical residency students. Total unreimbursed cost of the medical education programs is $5,384,221.

    Expenses $11,446,803 · Revenue $6,062,582

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Arundhati Rao MD PhD

    Trustee

    Total calculated
    $1,093,825
    From this org
    $0
    From related orgs
    $1,063,348
    Other
    $30,477
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,749 related
    Bonus
    $0 + $261,745 related
    Other
    $0 + $231,854 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $13,977 related
    Filer's total
    $0 + $1,093,825 related

  • Mark Montgomery MD

    Trustee

    Total calculated
    $914,829
    From this org
    $0
    From related orgs
    $860,243
    Other
    $54,586
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $754,956 related
    Bonus
    $0 + $67,034 related
    Other
    $0 + $38,253 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $28,186 related
    Filer's total
    $0 + $914,829 related

  • Angel Caldera MD

    Trustee

    Total calculated
    $834,199
    From this org
    $0
    From related orgs
    $769,618
    Other
    $64,581
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $742,893 related
    Bonus
    $0 + $2,219 related
    Other
    $0 + $24,506 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $28,281 related
    Filer's total
    $0 + $834,199 related

  • Dominic Lucia MD

    Trustee

    Total calculated
    $590,220
    From this org
    $0
    From related orgs
    $525,029
    Other
    $65,191
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,209 related
    Bonus
    $0 + $29,165 related
    Other
    $0 + $48,655 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $28,891 related
    Filer's total
    $0 + $590,220 related

  • Tresa McNeal MD

    Trustee

    Total calculated
    $527,092
    From this org
    $0
    From related orgs
    $473,349
    Other
    $53,743
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $470,904 related
    Bonus
    $0 + $1,675 related
    Other
    $0 + $770 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $17,443 related
    Filer's total
    $0 + $527,092 related

  • Aval-Na'Ree Green MD

    Trustee

    Total calculated
    $448,184
    From this org
    $0
    From related orgs
    $380,684
    Other
    $67,500
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,385 related
    Bonus
    $0 + $1,691 related
    Other
    $0 + $608 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $31,200 related
    Filer's total
    $0 + $448,184 related

  • Mark English MD

    Trustee

    Total calculated
    $441,404
    From this org
    $0
    From related orgs
    $386,088
    Other
    $55,316
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,924 related
    Bonus
    $0 + $15,769 related
    Other
    $0 + $12,395 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $28,916 related
    Filer's total
    $0 + $441,404 related

  • Muralidhar Jatla MD

    Trustee

    Total calculated
    $420,931
    From this org
    $0
    From related orgs
    $356,894
    Other
    $64,037
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,723 related
    Bonus
    $0
    Other
    $0 + $23,171 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $27,737 related
    Filer's total
    $0 + $420,931 related

  • Thomas Burdett

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Louis S Casey Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bill DiGaetano

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Morris E Foster

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Donald R Grobowsky

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jim Kruse

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Andra Roth Liemandt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Terry Maness

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Drayton McLane III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • William Rogers

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Nelda Trevino

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa L Havens

    Secretary

    Total calculated
    $2,645,873
    From this org
    $0
    From related orgs
    $2,194,189
    Other
    $451,684
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $796,773 related
    Bonus
    $0 + $933,962 related
    Other
    $0 + $463,454 related
    Deferred
    $0 + $434,740 related
    Nontaxable benefits
    $0 + $16,944 related
    Filer's total
    $0 + $2,645,873 related

  • Jay Fox

    President/CEO

    Total calculated
    $1,705,462
    From this org
    $1,327,880
    From related orgs
    $0
    Other
    $377,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $592,680
    Bonus
    $694,418
    Other
    $40,782
    Deferred
    $363,285
    Nontaxable benefits
    $14,297
    Filer's total
    $1,705,462

  • Jason Cole

    VP CFO

    Total calculated
    $488,177
    From this org
    $442,923
    From related orgs
    $0
    Other
    $45,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $338,765
    Bonus
    $103,341
    Other
    $817
    Deferred
    $16,500
    Nontaxable benefits
    $28,754
    Filer's total
    $488,177

  • Philippe Bochaton

    President - Lakeway

    Total calculated
    $1,105,363
    From this org
    $838,916
    From related orgs
    $0
    Other
    $266,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $374,429
    Bonus
    $425,124
    Other
    $39,363
    Deferred
    $236,678
    Nontaxable benefits
    $29,769
    Filer's total
    $1,105,363

  • Ghassan Salman MD

    SVP CMO

    Total calculated
    $648,190
    From this org
    $0
    From related orgs
    $568,036
    Other
    $80,154
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,337 related
    Bonus
    $0 + $151,217 related
    Other
    $0 + $20,482 related
    Deferred
    $0 + $52,365 related
    Nontaxable benefits
    $0 + $27,789 related
    Filer's total
    $0 + $648,190 related

  • Brian Brennan

    VP COO

    Total calculated
    $508,094
    From this org
    $464,141
    From related orgs
    $0
    Other
    $43,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,644
    Bonus
    $101,961
    Other
    $30,536
    Deferred
    $16,500
    Nontaxable benefits
    $27,453
    Filer's total
    $508,094

  • Sally Gillam

    VP CNO

    Total calculated
    $402,165
    From this org
    $373,822
    From related orgs
    $0
    Other
    $28,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,629
    Bonus
    $86,929
    Other
    $3,264
    Deferred
    $14,599
    Nontaxable benefits
    $13,744
    Filer's total
    $402,165

  • Mark Sherry

    VP HRSBS

    Total calculated
    $328,100
    From this org
    $286,028
    From related orgs
    $0
    Other
    $42,072
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,004
    Bonus
    $66,077
    Other
    $947
    Deferred
    $11,637
    Nontaxable benefits
    $30,435
    Filer's total
    $328,100

  • Lana Delashaw

    Registered Nurse

    Total calculated
    $305,936
    From this org
    $304,826
    From related orgs
    $0
    Other
    $1,110
    Hours/week
    81

    Schedule J breakdown matched by us

    Base
    $286,872
    Bonus
    $12,699
    Other
    $5,255
    Deferred
    $0
    Nontaxable benefits
    $1,110
    Filer's total
    $305,936

  • Veronica Harris

    Director Pharmacy

    Total calculated
    $265,253
    From this org
    $233,735
    From related orgs
    $0
    Other
    $31,518
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,863
    Bonus
    $46,974
    Other
    $26,898
    Deferred
    $9,983
    Nontaxable benefits
    $21,535
    Filer's total
    $265,253

  • Maureen Disbot

    Director Quality

    Total calculated
    $262,896
    From this org
    $236,033
    From related orgs
    $0
    Other
    $26,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,391
    Bonus
    $46,475
    Other
    $1,167
    Deferred
    $5,917
    Nontaxable benefits
    $20,946
    Filer's total
    $262,896

  • Andrew Bennett

    VP Operations

    Total calculated
    $261,838
    From this org
    $251,851
    From related orgs
    $0
    Other
    $9,987
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,864
    Bonus
    $59,850
    Other
    $137
    Deferred
    $9,593
    Nontaxable benefits
    $394
    Filer's total
    $261,838

  • Leslie Gembol

    Former Key Employee

    Total calculated
    $472,263
    From this org
    $0
    From related orgs
    $424,884
    Other
    $47,379
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,638 related
    Bonus
    $0 + $92,648 related
    Other
    $0 + $20,598 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $30,879 related
    Filer's total
    $0 + $472,263 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a
Tax indemnification and gross up payments - The organization provides tax indemnification where the BSW Holdings' CEO, COO or CFO determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Two of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Discretionary spending account - The organization provides eligible employees certain monthly expense allowances in lieu of reimbursement for actual expenses under the organization's business travel and expense reimbursement policy. This may include providing an auto expense allowance for business mileage for those who travel frequently in their personal vehicle. All expense allowances are treated as taxable compensation. Two of the persons listed in the Form 990, Part VII, Section A, received these benefits during the tax year. Health or social club dues or initiation fees - The organization may reimburse eligible employees for dues for a health club and/or a social club where there is a bona fide business need for the membership. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year.
Part I, Line 3
Process for determining compensation: The organization, a controlled affiliate of Baylor Scott & White Holdings, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the Baylor Scott & White Holdings Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the Baylor Scott & White Holdings Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by Baylor Scott & White Holdings, works directly with an independent compensation consultant(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the Baylor Scott & White Holdings Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision-making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings.
Part I, Line 4b
Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates (BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: Angel Caldera, M.D., Arundhati Rao, M.D., Ph.D. ($72,386), Aval-Na'Ree Green, M.D., Dominic Lucia, M.D., Ghassan Salman, M.D., Jay Fox, Lisa L. Havens, Mark English, M.D., Mark Montgomery, M.D., Muralidhar Jatla, M.D., Philippe Bochaton, and Tresa McNeal, M.D.
Part I, Line 7
The organization has adopted and implemented BSW Holdings', the organization's ultimate parent, Annual Incentive Program to provide a market competitive total cash compensation incentive program that is designed to attract and retain key leaders and establish greater individual accountability and alignment to business performance. Payout targets are based upon a percentage of base pay and are developed by independent third party expert(s) using comparable market competitive data within the bounds of reasonableness and that are reviewed and approved by BSW Holdings' governing body. Payout levels are based upon a combination of system, entity, and individual performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Holdings' governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data.
Form 990, Schedule J, Part III
Supplemental Information: Governing Body Compensation The members of the governing body serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. Some, but not all, members may have received modest benefits incident to their service on the board and/or multiple board committees or received compensation as an employee of a related organization. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Arlington Ortho & Spine Hospital LLC

    Hospital · TX

  • Baylor Affiliated Services LLC

    Benefit Plans · TX

  • Baylor Heart and Vascular Center LLP

    Specialty Hospital · TX

  • Baylor Surgicare at Granbury LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Mansfield LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Plano Parkway LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Plano LLC

    Ambulatory Surgery Center · TX

  • Bellaire Outpatient Surgery Center LLP

    Ambulatory Surgery Center · TX

  • BIR JV LLP

    Rehabilitation Hospitals · TX

  • BTDI JV LLP

    Outpatient Imaging Centers · TX

  • Dallas Surgical Partners LLC

    Ambulatory Surgery Center · TX

  • Denton Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • Desoto Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • EBD JV LLP

    Free Standing Emergency Hospitals · TX

  • Frisco Medical Center LLP

    Hospital · TX

  • Ft Worth Surgicare Partners Ltd

    Hospital · TX

  • Garland Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • Grapevine Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • HealthTexas Provider Network-Gastro Serv LLP

    Ambulatory Surgery Center · TX

  • Heritage Park Surgical Hospital LLC

    Hospital · TX

  • Irving Coppell Surgical Hospital LLP

    Hospital · TX

  • Lone Star Endoscopy Center LLC

    Ambulatory Surgery Center · TX

  • MEDCO Construction LLC

    Inactive · TX

  • Metrocrest Surgery Center LP

    Ambulatory Surgery Center · TX

  • MSH Partners LLC

    Hospital · TX

  • North Central Surgical Center LLP

    Hospital · TX

  • North Garland Surgery Center LLP

    Ambulatory Surgery Center · TX

  • Park Cities Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Physicians Surgical Center of Ft Worth LLP

    Ambulatory Surgery Center · TX

  • Rockwall Ambulatory Surgery Center LLP

    Ambulatory Surgery Center · TX

  • Surgery Center of Richardson Phys Pship LP

    Inactive · TX

  • Texas Endoscopy Centers LLC

    Ambulatory Surgery Center · TX

  • Texas Health Ventures Group LLC

    Holds interests in ASCs/ Short Stay Hospitals · TX

  • Texas Heart Hospital of the Southwest LLP

    Specialty Hospital · TX

  • THVG Bariatric LLC

    Holds interests in Ambulatory Surgery Centers · TX

  • Trophy Club Medical Center LP

    Hospital · TX

  • Tuscan Surgery Center at Las Colinas LLC

    Ambulatory Surgery Center · TX

  • University Surgical Partners of Dallas LLP

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at North Dallas LLC

    Ambulatory Surgery Center · TX

  • BT East Dallas JV LLP

    Former Hospital/Wind Down · TX

  • BT Garland JV LLP

    Former Hospital/Wind Down · TX

  • Blue Stone JV LLP

    Outpatient Imaging Centers · TX

  • Baylor Surgicare at Baylor Plano LLC

    Ambulatory Surgery Center · TX

  • Blue Stone Frisco JV LLP

    Outpatient Imaging Centers · TX

  • Centennial ASC LLC

    Ambulatory Surgery Center · TX

  • Texas Regional Medical Center LLC

    Hospital · TX

  • Texas Spine and Joint Hospital LLC

    Hospital · TX

  • Baylor Surgicare at Blue Star LLC

    Hospital · TX

  • SurgCenter of Plano LLC

    Ambulatory Surgery Center · TX

  • Bear Creek Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Gateway Diagnostic JV LLC

    Outpatient Imaging Centers · TX

  • Baylor Scott & White Surgicare at Weatherford LLC

    Ambulatory Surgery Center · TX

  • SurgCenter of Greater Dallas LLC

    Ambulatory Surgery Center · TX

  • Oak Point Surgical Suites LLC

    Ambulatory Surgery Center · TX

  • BSW Home Recovery Care LLC

    Home Care Services · TX

  • Sherman Endoscopy LLC

    Ambulatory Surgery Center · TX

  • Baylor Scott & White Surgicare Waxahachie LLC

    Ambulatory Surgery Center · TX

  • NextCare Texas JV LLC

    Urgent Care Centers · TX

  • Cityview Surgery Center LLC

    Ambulatory Surgery Center · TX

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc

    C · Condo Association · TX · controlled entity

  • Baylor Scott & White Health Enterprises Inc

    C · Pharmacy · TX · controlled entity

  • Baylor Health Network Inc

    C · Inactive · TX · controlled entity

  • Baylor Med Ctr at Grapevine Condo Owners Association Inc

    C · Condo Association · TX · controlled entity

  • Baylor Quality Health Care Alliance LLC

    C · ACO · TX · 9.09% owned · share of income $11,306,728 · share of assets $7,989,405 · controlled entity

  • BMP Incorporated

    C · Post Office · TX · controlled entity

  • BUMCRoberts Condominium Owners Association Inc

    C · Condo Association · TX · controlled entity

  • Charitable Lead Trusts (3)

    T · Investment · TX

  • Charitable Remainder Trusts (48)

    T · Investment · TX

  • Baylor Scott & White Insurance Company

    C · Insurance · TX · controlled entity

  • Baylor Scott & White Assurance SPC

    C · Investment · CJ · controlled entity

  • SHA LLC

    C · HMO · TX · controlled entity

  • Southwest Life & Health Insurance Company

    C · Insurance · TX · controlled entity

  • APN

    C · Inactive · TX · controlled entity

  • Spine & Joint Physician Associates

    C · Inactive · TX · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541339349306029

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.