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Nonprofiteer
← SCOTT & WHITE CARE PLANS

Form 990 for tax year 2022

Filed by SCOTT & WHITE CARE PLANS.

Totals

Total revenue
$174,696,154
Total expenses
$179,086,934
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$171,729,000
Investment income
$2,967,154
Other revenue
$0
Total assets, end of year
$121,119,030
Total liabilities, end of year
$25,441,994
Net assets or fund balances, end of year
$95,677,036
Program services expenses (Part IX)
$168,624,250
Management and general expenses
$10,462,684
Fundraising expenses
$0
Program service expenses (Part III)
$168,624,250

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Robert A Probe MD

    Director/Vice Chair

    Total calculated
    $579,039
    From this org
    $0
    From related orgs
    $540,785
    Other
    $38,254
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,777 related
    Bonus
    $0 + $187,945 related
    Other
    $0 + $26,063 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $23,004 related
    Filer's total
    $0 + $579,039 related

  • Lyndon L Olson Jr

    Director/Chair

    Total calculated
    $0
    Hours/week
    1

  • Louis S Casey Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donald R Grobowsky

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brandon S Fryar

    Director

    Total calculated
    $0
    Hours/week
    1

  • Terry Maness

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steve R Youso

    Director

    Total calculated
    $0
    Hours/week
    1

  • Carl King

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Ingrum

    President/CEO

    Total calculated
    $1,513,245
    From this org
    $0
    From related orgs
    $1,193,865
    Other
    $319,380
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,942 related
    Bonus
    $0 + $527,139 related
    Other
    $0 + $42,784 related
    Deferred
    $0 + $289,616 related
    Nontaxable benefits
    $0 + $29,764 related
    Filer's total
    $0 + $1,513,245 related

  • Swaminathan Ramalingam MD

    Chief Medical Officer

    Total calculated
    $816,073
    From this org
    $0
    From related orgs
    $777,041
    Other
    $39,032
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,873 related
    Bonus
    $0 + $111,396 related
    Other
    $0 + $221,772 related
    Deferred
    $0 + $15,612 related
    Nontaxable benefits
    $0 + $23,420 related
    Filer's total
    $0 + $816,073 related

  • Stephen Bush

    Treasurer

    Total calculated
    $736,846
    From this org
    $0
    From related orgs
    $562,183
    Other
    $174,663
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,076 related
    Bonus
    $0 + $176,477 related
    Other
    $0 + $23,630 related
    Deferred
    $0 + $145,087 related
    Nontaxable benefits
    $0 + $29,576 related
    Filer's total
    $0 + $736,846 related

  • Jennifer Brown thru 11822

    Secretary

    Total calculated
    $1,293,582
    From this org
    $0
    From related orgs
    $1,186,732
    Other
    $106,850
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $45,341 related
    Bonus
    $0 + $2,379 related
    Other
    $0 + $1,139,012 related
    Deferred
    $0 + $105,270 related
    Nontaxable benefits
    $0 + $1,580 related
    Filer's total
    $0 + $1,293,582 related

  • Andrea DeBerry eff 32522

    Secretary

    Total calculated
    $487,563
    From this org
    $0
    From related orgs
    $436,018
    Other
    $51,545
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,806 related
    Bonus
    $0 + $63,626 related
    Other
    $0 + $108,586 related
    Deferred
    $0 + $37,768 related
    Nontaxable benefits
    $0 + $13,777 related
    Filer's total
    $0 + $487,563 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: Jennifer Brown received a severance payment from the organization in the amount of $1,125,274. 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: Andrea DeBerry, Jeffrey Ingrum, Jennifer Brown, Robert A. Probe, M.D., Stephen Bush and Swaminathan Ramalingam, M.D. ($180,364).
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.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303139349305010

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