Skip to content
Nonprofiteer
← SCOTT & WHITE HEALTHCARE

Form 990 for tax year 2023

Filed by SCOTT & WHITE HEALTHCARE.

Totals

Total revenue
$15,898,141
Total expenses
$494,495,376
Contributions and grants received
$0
Grants paid
$493,535,901
Program service revenue
$0
Investment income
$15,898,141
Other revenue
$0
Total assets, end of year
$1,260,952,368
Total liabilities, end of year
$108,933,902
Net assets or fund balances, end of year
$1,152,018,466
Program services expenses (Part IX)
$494,495,376
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$494,495,376

Program services were 100.0% 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.

  • 3 · Investment income

    total $12,860,357 · related or exempt $10,261,882 · excluded $2,598,475

  • 7a · Gross sales of assets other than inventory

    securities $88,057,090

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

    securities $85,019,306

  • 7c · Gain or loss

    securities $3,037,784

  • 7d · Net gain or loss

    total $3,037,784 · excluded $3,037,784

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $493,535,901 · program services $493,535,901

  • 11g · Fees: other

    total $17,520 · program services $17,520

  • 20 · Interest

    total $941,955 · program services $941,955

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $18,985,124 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $82,121,920 · end of year $106,105,767

  • 13 · Investments: program-related

    beginning of year $1,058,187,472 · end of year $1,154,846,601

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,742,612 · end of year $80,557,615

  • 25 · Other liabilities

    beginning of year $31,710,643 · end of year $28,376,287

  • 27 · Net assets without donor restrictions

    beginning of year $1,129,008,954 · end of year $1,155,186,159

  • 28 · Net assets with donor restrictions

    beginning of year -$3,167,693 · end of year -$3,167,693

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 supporting organization providing services to a network of clinics, acute care hospitals and related health care entities providing exemplary patient care, medical education, medical research and community service to residents of the Central Texas region.

  • See Schedule OScott & White Healthcare (SWHC) is a faith-based, nonprofit, supporting organization formed in 2009 to provide centralized strategic and management services to an integrated health care delivery system. SWHC is now affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing exemplary patient care, medical education, medical research and community service 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.A majority of SWHC's governing body is made up of volunteer community representatives who provide leadership and governance to SWHC and its subsidiaries. The members of the governing body contribute their wisdom, insights and expertise to ensure that SWHC is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction to affiliates of BSWH. Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. BSWH is committed to offering access to quality health care including free or discounted health care to the indigent and underserved population through its affiliated health care providers. As part of its charitable mission, BSWH's nonprofit hospitals provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas statutory methodology) of $1.3 Billion which includes the unreimbursed cost of charity care, Medicaid, Medicare and other community benefits. BSWH's nonprofit hospitals provided community benefits (as reported on Form 990, Schedule H) of $493 Million during the tax year, which included the unreimbursed cost of charity care, Medicaid and other community benefits, but excludes Medicare.

    Expenses $494,495,376 · Grants $493,535,901 · Revenue $10,261,882

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

  • Jennifer Mitzner

    Treasurer

    Total calculated
    $4,037,134
    From this org
    $0
    From related orgs
    $2,830,215
    Other
    $1,206,919
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,317,603 related
    Bonus
    $0 + $1,470,630 related
    Other
    $0 + $41,982 related
    Deferred
    $0 + $1,176,796 related
    Nontaxable benefits
    $0 + $30,123 related
    Filer's total
    $0 + $4,037,134 related

  • 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

  • Robin W Watson MD

    President

    Total calculated
    $1,419,388
    From this org
    $0
    From related orgs
    $1,301,779
    Other
    $117,609
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $731,992 related
    Bonus
    $0 + $370,644 related
    Other
    $0 + $199,143 related
    Deferred
    $0 + $86,562 related
    Nontaxable benefits
    $0 + $31,047 related
    Filer's total
    $0 + $1,419,388 related

  • Patricia M Currie

    Former Officer

    Total calculated
    $1,753,567
    From this org
    $0
    From related orgs
    $1,731,023
    Other
    $22,544
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,306 related
    Bonus
    $0
    Other
    $0 + $1,458,717 related
    Deferred
    $0 + $14,349 related
    Nontaxable benefits
    $0 + $8,195 related
    Filer's total
    $0 + $1,753,567 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Lines 4a-b
Severance or Change of Control Payments: Patricia M. Currie received a severance payment from a related organization in the amount of $1,392,970. 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., Jennifer Mitzner, Lisa L. Havens, Mark English, M.D., Mark Montgomery, M.D., Muralidhar Jatla, M.D., Patricia M. Currie ($644,615), Robin W. Watson, M.D. and Tresa McNeal, M.D.
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

    Ambulatory Surgery Center · 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 · 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
202531339349305798

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.