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← BAYLOR SCOTT & WHITE MEDICAL CENTERS - GREATER NORTH TEXAS

Form 990 for tax year 2023

Filed by BAYLOR SCOTT & WHITE MEDICAL CENTERS - GREATER NORTH TEXAS.

Totals

Total revenue
$354,771,436
Total expenses
$288,724,027
Contributions and grants received
$1,318,598
Grants paid
$3,449,020
Program services expenses (Part IX)
$251,365,009
Management and general expenses
$37,359,018
Fundraising expenses
$0
Program service expenses (Part III)
$251,365,009

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Amy Wilson MD

    Trustee

    Total calculated
    $599,189
    From this org
    $0
    From related orgs
    $554,000
    Other
    $45,189
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,682 related
    Bonus
    $0 + $132,087 related
    Other
    $0 + $2,231 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $28,689 related
    Filer's total
    $0 + $599,189 related

  • Paul Madeley MD

    Trustee

    Total calculated
    $553,473
    From this org
    $0
    From related orgs
    $511,694
    Other
    $41,779
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,066 related
    Bonus
    $0
    Other
    $0 + $100,628 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $25,279 related
    Filer's total
    $0 + $553,473 related

  • Harry Neil Dugger

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Vince Hawkins

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Wendy Hermes JD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Marissa Hernandez

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Lisa Hultz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • J Kent Newsom

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rodrick Robinson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Schmeltekopf

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jerri Garison

    President/CEO

    Total calculated
    $1,878,275
    From this org
    $0
    From related orgs
    $1,465,983
    Other
    $412,292
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,620 related
    Bonus
    $0 + $687,539 related
    Other
    $0 + $198,824 related
    Deferred
    $0 + $388,673 related
    Nontaxable benefits
    $0 + $23,619 related
    Filer's total
    $0 + $1,878,275 related

  • Grant Teegarden

    Secretary

    Total calculated
    $615,767
    From this org
    $0
    From related orgs
    $534,329
    Other
    $81,438
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,397 related
    Bonus
    $0 + $195,458 related
    Other
    $0 + $13,474 related
    Deferred
    $0 + $51,366 related
    Nontaxable benefits
    $0 + $30,072 related
    Filer's total
    $0 + $615,767 related

  • Aaron Rowe

    VP CFO

    Total calculated
    $365,596
    From this org
    $336,375
    From related orgs
    $0
    Other
    $29,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,970
    Bonus
    $83,230
    Other
    $21,175
    Deferred
    $13,013
    Nontaxable benefits
    $16,208
    Filer's total
    $365,596

  • Tim Bowen

    President McKinney

    Total calculated
    $727,783
    From this org
    $644,859
    From related orgs
    $0
    Other
    $82,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $409,266
    Bonus
    $151,258
    Other
    $84,335
    Deferred
    $55,250
    Nontaxable benefits
    $27,674
    Filer's total
    $727,783

  • Jeffrey Kerr MD

    Chief Medical Officer

    Total calculated
    $537,698
    From this org
    $485,873
    From related orgs
    $0
    Other
    $51,825
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,715
    Bonus
    $122,462
    Other
    $1,696
    Deferred
    $16,500
    Nontaxable benefits
    $35,325
    Filer's total
    $537,698

  • Trang Nguyen

    VP CNO

    Total calculated
    $369,008
    From this org
    $326,386
    From related orgs
    $0
    Other
    $42,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,201
    Bonus
    $82,937
    Other
    $248
    Deferred
    $12,820
    Nontaxable benefits
    $29,802
    Filer's total
    $369,008

  • Brian Lauer

    VP COO

    Total calculated
    $289,024
    From this org
    $254,103
    From related orgs
    $0
    Other
    $34,921
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,043
    Bonus
    $60,540
    Other
    $6,520
    Deferred
    $10,069
    Nontaxable benefits
    $24,852
    Filer's total
    $289,024

  • Grace Poon

    Dir Pharmacy

    Total calculated
    $264,849
    From this org
    $232,713
    From related orgs
    $0
    Other
    $32,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,002
    Bonus
    $47,534
    Other
    $177
    Deferred
    $9,874
    Nontaxable benefits
    $22,262
    Filer's total
    $264,849

  • Jennifer Wolfe-Pearce

    Dir Clinical Informatics

    Total calculated
    $240,165
    From this org
    $202,760
    From related orgs
    $0
    Other
    $37,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,912
    Bonus
    $46,519
    Other
    $329
    Deferred
    $8,422
    Nontaxable benefits
    $28,983
    Filer's total
    $240,165

  • Nicole Hodges

    Dir Nursing

    Total calculated
    $239,028
    From this org
    $218,799
    From related orgs
    $0
    Other
    $20,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,435
    Bonus
    $46,010
    Other
    $354
    Deferred
    $8,889
    Nontaxable benefits
    $11,340
    Filer's total
    $239,028

  • Ferdinand Quiambao

    OR RN

    Total calculated
    $234,775
    From this org
    $215,828
    From related orgs
    $0
    Other
    $18,947
    Hours/week
    62

    Schedule J breakdown matched by us

    Base
    $207,189
    Bonus
    $3,317
    Other
    $5,322
    Deferred
    $6,379
    Nontaxable benefits
    $12,568
    Filer's total
    $234,775

  • Dawn Graham

    Dir Nursing

    Total calculated
    $229,824
    From this org
    $192,332
    From related orgs
    $0
    Other
    $37,492
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,994
    Bonus
    $42,134
    Other
    $204
    Deferred
    $8,140
    Nontaxable benefits
    $29,352
    Filer's total
    $229,824

  • Kyle Armstrong

    Former Officer

    Total calculated
    $1,713,900
    From this org
    $0
    From related orgs
    $1,311,338
    Other
    $402,562
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $595,875 related
    Bonus
    $0 + $683,028 related
    Other
    $0 + $32,435 related
    Deferred
    $0 + $371,247 related
    Nontaxable benefits
    $0 + $31,315 related
    Filer's total
    $0 + $1,713,900 related

  • Dan Rich

    Former Officer

    Total calculated
    $541,884
    From this org
    $0
    From related orgs
    $499,809
    Other
    $42,075
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,362 related
    Bonus
    $0 + $116,974 related
    Other
    $0 + $23,473 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $25,575 related
    Filer's total
    $0 + $541,884 related

  • Melissa Winter

    Former Key Employee

    Total calculated
    $465,833
    From this org
    $0
    From related orgs
    $420,926
    Other
    $44,907
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,625 related
    Bonus
    $0 + $96,787 related
    Other
    $0 + $514 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $28,407 related
    Filer's total
    $0 + $465,833 related

  • Erin Blair

    Former Key Employee

    Total calculated
    $142,083
    From this org
    $142,083
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $142,083
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $142,083

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
  • 1a · Housing allowance or residence for personal use
  • 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 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. One person listed in the Form 990, Part VII, Section A, received this benefit from the organization 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. One person listed in the Form 990, Part VII, Section A, received these benefits during the tax year. Housing allowance or residence for personal use - The organization provides temporary housing to eligible employees under the organization's moving and relocation reimbursement policy. All temporary housing provided to any employee is 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, Lines 4a-b
Severance or Change of Control Payments: Erin Blair received a severance payment from the organization in the amount of $82,868. 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: Erin Blair ($59,215), Grant Teegarden, Jerri Garison ($87,330), Kyle Armstrong, Paul Madeley, M.D. ($27,692), and Tim Bowen.
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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531339349305683

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