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Nonprofiteer
← SCOTT & WHITE HOSPITAL-TAYLOR

Form 990 for tax year 2022

Filed by SCOTT & WHITE HOSPITAL-TAYLOR.

Totals

Total revenue
$37,328,300
Total expenses
$31,380,310
Contributions and grants received
$950,971
Grants paid
$14,600
Program services expenses (Part IX)
$25,887,828
Management and general expenses
$5,492,482
Fundraising expenses
$0
Program service expenses (Part III)
$25,887,828

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Mark Montgomery MD

    Trustee

    Total calculated
    $933,282
    From this org
    $0
    From related orgs
    $882,080
    Other
    $51,202
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $738,791 related
    Bonus
    $0 + $61,059 related
    Other
    $0 + $82,230 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $26,802 related
    Filer's total
    $0 + $933,282 related

  • Arundhati Rao MD PhD

    Trustee

    Total calculated
    $905,305
    From this org
    $0
    From related orgs
    $813,533
    Other
    $91,772
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $549,439 related
    Bonus
    $0 + $221,046 related
    Other
    $0 + $43,048 related
    Deferred
    $0 + $78,111 related
    Nontaxable benefits
    $0 + $13,661 related
    Filer's total
    $0 + $905,305 related

  • Robin W Watson MD

    Trustee

    Total calculated
    $893,619
    From this org
    $0
    From related orgs
    $775,839
    Other
    $117,780
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,552 related
    Bonus
    $0 + $203,285 related
    Other
    $0 + $4,002 related
    Deferred
    $0 + $86,770 related
    Nontaxable benefits
    $0 + $31,010 related
    Filer's total
    $0 + $893,619 related

  • Angel Caldera MD

    Trustee

    Total calculated
    $736,061
    From this org
    $0
    From related orgs
    $684,830
    Other
    $51,231
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $661,002 related
    Bonus
    $0 + $1,552 related
    Other
    $0 + $22,276 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $26,831 related
    Filer's total
    $0 + $736,061 related

  • Erin Bird MD

    Trustee (thru 6/2/2023)

    Total calculated
    $679,692
    From this org
    $0
    From related orgs
    $625,792
    Other
    $53,900
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $565,002 related
    Bonus
    $0 + $37,602 related
    Other
    $0 + $23,188 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $29,500 related
    Filer's total
    $0 + $679,692 related

  • Tresa McNeal MD

    Trustee

    Total calculated
    $542,139
    From this org
    $0
    From related orgs
    $501,108
    Other
    $41,031
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $464,567 related
    Bonus
    $0 + $35,784 related
    Other
    $0 + $757 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $16,631 related
    Filer's total
    $0 + $542,139 related

  • Dominic Lucia MD

    Trustee

    Total calculated
    $527,747
    From this org
    $0
    From related orgs
    $475,884
    Other
    $51,863
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,899 related
    Bonus
    $0 + $29,263 related
    Other
    $0 + $722 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $27,463 related
    Filer's total
    $0 + $527,747 related

  • Mark English MD

    Trustee

    Total calculated
    $464,566
    From this org
    $0
    From related orgs
    $415,772
    Other
    $48,794
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,961 related
    Bonus
    $0 + $18,733 related
    Other
    $0 + $61,078 related
    Deferred
    $0 + $19,805 related
    Nontaxable benefits
    $0 + $28,989 related
    Filer's total
    $0 + $464,566 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

  • 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

  • Kenneth R Williams

    Trustee (thru 11/1/2022)

    Total calculated
    $0
    Hours/week
    1

  • Jay Fox

    President/CEO

    Total calculated
    $1,315,435
    From this org
    $0
    From related orgs
    $1,077,775
    Other
    $237,660
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,471 related
    Bonus
    $0 + $466,223 related
    Other
    $0 + $39,081 related
    Deferred
    $0 + $223,999 related
    Nontaxable benefits
    $0 + $13,661 related
    Filer's total
    $0 + $1,315,435 related

  • Lisa L Havens

    Secretary

    Total calculated
    $1,184,486
    From this org
    $0
    From related orgs
    $975,269
    Other
    $209,217
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,330 related
    Bonus
    $0 + $367,802 related
    Other
    $0 + $39,137 related
    Deferred
    $0 + $193,122 related
    Nontaxable benefits
    $0 + $16,095 related
    Filer's total
    $0 + $1,184,486 related

  • Jason Cole

    VP CFO

    Total calculated
    $423,036
    From this org
    $0
    From related orgs
    $380,412
    Other
    $42,624
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,081 related
    Bonus
    $0 + $74,593 related
    Other
    $0 + $738 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $27,374 related
    Filer's total
    $0 + $423,036 related

  • Ghassan Salman MD

    Chief Medical Officer

    Total calculated
    $481,027
    From this org
    $0
    From related orgs
    $440,783
    Other
    $40,244
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,313 related
    Bonus
    $0 + $85,215 related
    Other
    $0 + $12,255 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $24,994 related
    Filer's total
    $0 + $481,027 related

  • Sally Gillam

    VP CNO

    Total calculated
    $369,586
    From this org
    $0
    From related orgs
    $341,348
    Other
    $28,238
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,088 related
    Bonus
    $0 + $67,426 related
    Other
    $0 + $1,834 related
    Deferred
    $0 + $14,060 related
    Nontaxable benefits
    $0 + $14,178 related
    Filer's total
    $0 + $369,586 related

  • Timothy Tarbell

    VP Operations

    Total calculated
    $218,303
    From this org
    $188,749
    From related orgs
    $0
    Other
    $29,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,217
    Bonus
    $36,953
    Other
    $579
    Deferred
    $8,071
    Nontaxable benefits
    $21,483
    Filer's total
    $218,303

  • Dawn Dickens

    Director Nursing

    Total calculated
    $181,353
    From this org
    $157,650
    From related orgs
    $0
    Other
    $23,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,371
    Bonus
    $23,168
    Other
    $111
    Deferred
    $7,086
    Nontaxable benefits
    $16,617
    Filer's total
    $181,353

  • Anthony Delgado

    RN

    Total calculated
    $168,717
    From this org
    $153,963
    From related orgs
    $0
    Other
    $14,754
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,881
    Bonus
    $14,053
    Other
    $5,029
    Deferred
    $5,745
    Nontaxable benefits
    $9,009
    Filer's total
    $168,717

  • Jorie Kerl

    Pharmacist

    Total calculated
    $168,042
    From this org
    $144,382
    From related orgs
    $0
    Other
    $23,660
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,029
    Bonus
    $1,125
    Other
    $228
    Deferred
    $7,423
    Nontaxable benefits
    $16,237
    Filer's total
    $168,042

  • Darlene Harvey

    Nurse Manager

    Total calculated
    $167,721
    From this org
    $158,236
    From related orgs
    $0
    Other
    $9,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,261
    Bonus
    $8,117
    Other
    $858
    Deferred
    $7,545
    Nontaxable benefits
    $1,940
    Filer's total
    $167,721

  • Patricia M Currie

    Former Officer

    Total calculated
    $3,354,400
    From this org
    $0
    From related orgs
    $3,316,434
    Other
    $37,966
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $828,823 related
    Bonus
    $0 + $1,468,525 related
    Other
    $0 + $1,019,086 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $22,716 related
    Filer's total
    $0 + $3,354,400 related

  • Bradley Berg MD

    Former Officer

    Total calculated
    $464,048
    From this org
    $0
    From related orgs
    $409,658
    Other
    $54,390
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,366 related
    Bonus
    $0 + $4,396 related
    Other
    $0 + $1,896 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $29,990 related
    Filer's total
    $0 + $464,048 related

  • Leslie Gembol

    Former Key Employee

    Total calculated
    $440,204
    From this org
    $0
    From related orgs
    $394,739
    Other
    $45,465
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,766 related
    Bonus
    $0 + $76,516 related
    Other
    $0 + $20,457 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $30,215 related
    Filer's total
    $0 + $440,204 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 — 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
  • 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. Three of the persons 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
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., Bradley Berg, M.D., Dominic Lucia, M.D., Erin Bird, M.D., Jay Fox, Lisa L. Havens, Mark English, M.D. ($54,130), Mark Montgomery, M.D. ($56,040), Patricia M. Currie, Robin W. Watson, M.D. 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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441349349302039

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