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Nonprofiteer
← SCOTT & WHITE CLINIC

Form 990 for tax year 2022

Filed by SCOTT & WHITE CLINIC.

Totals

Total revenue
$1,180,624,554
Total expenses
$1,183,335,634
Contributions and grants received
$334,026,666
Grants paid
$0
Program services expenses (Part IX)
$1,122,313,997
Management and general expenses
$61,021,637
Fundraising expenses
$0
Program service expenses (Part III)
$1,122,313,997

Program services were 94.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Timothy Bittenbinder MD

    Director/Chair

    Total calculated
    $1,033,602
    From this org
    $901,870
    From related orgs
    $0
    Other
    $131,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $622,138
    Bonus
    $247,748
    Other
    $31,984
    Deferred
    $107,375
    Nontaxable benefits
    $24,357
    Filer's total
    $1,033,602

  • Mark Montgomery MD

    Director

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

    Schedule J breakdown matched by us

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

  • Arundhati Rao MD PhD

    Director

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

    Schedule J breakdown matched by us

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

  • Robin W Watson MD

    Director/Vice Chair

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

    Schedule J breakdown matched by us

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

  • Angel Caldera MD

    Director

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

    Schedule J breakdown matched by us

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

  • Erin Bird MD

    Director/Secretary (thru 6/2/2023)

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

    Schedule J breakdown matched by us

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

  • Tresa McNeal MD

    Director

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

    Schedule J breakdown matched by us

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

  • Dominic Lucia MD

    Director

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

    Schedule J breakdown matched by us

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

  • Mark English MD

    Director

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

    Schedule J breakdown matched by us

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

  • Aval-Na'Ree Green MD

    Director

    Total calculated
    $428,409
    From this org
    $374,237
    From related orgs
    $0
    Other
    $54,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $371,636
    Bonus
    $2,000
    Other
    $601
    Deferred
    $24,400
    Nontaxable benefits
    $29,772
    Filer's total
    $428,409

  • Muralidhar Jatla MD

    Director

    Total calculated
    $397,505
    From this org
    $346,758
    From related orgs
    $0
    Other
    $50,747
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,155
    Bonus
    $1,552
    Other
    $21,051
    Deferred
    $24,400
    Nontaxable benefits
    $26,347
    Filer's total
    $397,505

  • Colleen Sundquist

    VP COO

    Total calculated
    $525,850
    From this org
    $438,617
    From related orgs
    $0
    Other
    $87,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,711
    Bonus
    $151,958
    Other
    $1,948
    Deferred
    $66,810
    Nontaxable benefits
    $20,423
    Filer's total
    $525,850

  • William Rayburn

    Physician

    Total calculated
    $1,464,059
    From this org
    $1,425,773
    From related orgs
    $0
    Other
    $38,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $498,763
    Bonus
    $200,994
    Other
    $726,016
    Deferred
    $15,250
    Nontaxable benefits
    $23,036
    Filer's total
    $1,464,059

  • Derrick Nguyen

    Physician

    Total calculated
    $1,381,928
    From this org
    $1,328,097
    From related orgs
    $0
    Other
    $53,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,304,295
    Bonus
    $1,552
    Other
    $22,250
    Deferred
    $24,400
    Nontaxable benefits
    $29,431
    Filer's total
    $1,381,928

  • Harry T Papaconstantinou MD

    Physician

    Total calculated
    $1,372,063
    From this org
    $1,202,466
    From related orgs
    $0
    Other
    $169,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $872,236
    Bonus
    $306,365
    Other
    $23,865
    Deferred
    $140,524
    Nontaxable benefits
    $29,073
    Filer's total
    $1,372,063

  • Sripriya Santhanam

    Physician

    Total calculated
    $1,279,994
    From this org
    $1,234,298
    From related orgs
    $0
    Other
    $45,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,210,503
    Bonus
    $1,552
    Other
    $22,243
    Deferred
    $24,400
    Nontaxable benefits
    $21,296
    Filer's total
    $1,279,994

  • Ramachandra Reddy MD

    Physician

    Total calculated
    $1,231,975
    From this org
    $1,195,311
    From related orgs
    $0
    Other
    $36,664
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,113,398
    Bonus
    $1,552
    Other
    $80,361
    Deferred
    $15,250
    Nontaxable benefits
    $21,414
    Filer's total
    $1,231,975

  • Alejandro Arroliga MD

    Former Officer

    Total calculated
    $2,116,102
    From this org
    $0
    From related orgs
    $1,677,582
    Other
    $438,520
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $819,918 related
    Bonus
    $0 + $813,680 related
    Other
    $0 + $43,984 related
    Deferred
    $0 + $409,010 related
    Nontaxable benefits
    $0 + $29,510 related
    Filer's total
    $0 + $2,116,102 related

  • Michael L Middleton MD

    Former Officer

    Total calculated
    $525,849
    From this org
    $474,407
    From related orgs
    $0
    Other
    $51,442
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $408,711
    Bonus
    $1,552
    Other
    $64,144
    Deferred
    $24,400
    Nontaxable benefits
    $27,042
    Filer's total
    $525,849

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
  • 1a · Discretionary spending account
  • 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. Discretionary spending account-The organization provides eligible employees who travel frequently in their personal vehicle an auto expense allowance in lieu of reimbursement for business mileage under the organization's business travel and expense reimbursement policy. All auto expense allowances are treated as taxable compensation. 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
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: Alejandro Arroliga, M.D., Angel Caldera, M.D., Arundhati Rao, M.D., Ph.D., Aval-Na'Ree Green, M.D., Derrick Nguyen, Dominic Lucia, M.D., Erin Bird, M.D., Harry T. Papaconstantinou, M.D., Mark English, M.D. ($54,130), Mark Montgomery, M.D. ($56,040), Michael L. Middleton, M.D. ($55,924), Muralidhar Jatla, M.D., Ramachandra Reddy, M.D., Robin W. Watson, M.D., Sripriya Santhanam, Timothy Bittenbinder, M.D., Tresa McNeal, M.D and William Rayburn.
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 in a limited role in their capacity as a board member and may receive compensation from the organization for these duties as a member of the governing body. However, the members do receive a majority of their compensation from the organization in their capacity as employed physicians.

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
202401349349301990

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