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← SCOTT & WHITE MEMORIAL HOSPITAL

Form 990 for tax year 2023

Filed by SCOTT & WHITE MEMORIAL HOSPITAL.

Totals

Total revenue
$1,794,048,754
Total expenses
$1,457,542,687
Contributions and grants received
$19,664,769
Grants paid
$8,170,561
Program service revenue
$1,768,373,193
Investment income
$789,136
Other revenue
$5,221,656
Total assets, end of year
$1,758,529,111
Total liabilities, end of year
$133,346,778
Net assets or fund balances, end of year
$1,625,182,333
Program services expenses (Part IX)
$1,274,620,577
Management and general expenses
$182,922,110
Fundraising expenses
$0
Program service expenses (Part III)
$1,274,620,577

Program services were 87.4% 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.

  • 1d · Related organizations

    $4,670,270

  • 1e · Government grants (contributions)

    $4,501,336

  • 1f · All other contributions, gifts and grants

    $10,493,163

  • 1g · Noncash contributions included above

    $194,011

  • 2a · Program service revenue: Patient Care

    total $1,693,363,530 · related or exempt $1,692,711,800 · unrelated business $517,040 · excluded $134,690

  • 2b · Program service revenue: Pharmacy

    total $61,365,310 · related or exempt $61,365,310

  • 2c · Program service revenue: Education

    total $9,318,358 · related or exempt $9,318,358

  • 2d · Program service revenue: Shared Savings

    total $2,751,194 · related or exempt $2,751,194

  • 2e · Program service revenue: Rent

    total $1,393,583 · related or exempt $1,393,583

  • 2f · All other program service revenue

    total $181,218 · related or exempt $165,408 · unrelated business $15,810

  • 3 · Investment income

    total $3,450,392 · excluded $3,450,392

  • 7a · Gross sales of assets other than inventory

    securities $36,161,872

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

    securities $37,493,725 · other assets $1,329,403

  • 7c · Gain or loss

    securities -$1,331,853 · other assets -$1,329,403

  • 7d · Net gain or loss

    total -$2,661,256 · excluded -$2,661,256

  • 11a · Other revenue: Cafeteria

    total $3,797,213 · excluded $3,797,213

  • 11b · Other revenue: Timing Diff (Rev Proc)

    total $983,015 · related or exempt $983,015

  • 11c · Other revenue: Gift Shop

    total $441,428 · excluded $441,428

  • 11e · Other revenue, total

    $5,221,656

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,170,561 · program services $8,170,561

  • 5 · Compensation of officers, directors and key employees

    total $4,302,242 · management and general $4,302,242

  • 6 · Compensation of disqualified persons

    total $77,065 · program services $77,065

  • 7 · Other salaries and wages

    total $441,788,898 · program services $433,372,934 · management and general $8,415,964

  • 8 · Pension plan contributions

    total $17,794,700 · program services $17,455,723 · management and general $338,977

  • 9 · Other employee benefits

    total $47,306,970 · program services $46,405,806 · management and general $901,164

  • 10 · Payroll taxes

    total $38,182,970 · program services $37,460,953 · management and general $722,017

  • 11b · Fees: legal

    total $299,425 · management and general $299,425

  • 11d · Fees: lobbying

    total $375,468 · management and general $375,468

  • 11g · Fees: other

    total $301,492,763 · program services $137,706,565 · management and general $163,786,198

  • 12 · Advertising and promotion

    total $296,679 · program services $285,504 · management and general $11,175

  • 13 · Office expenses

    total $6,084,751 · program services $5,931,089 · management and general $153,662

  • 14 · Information technology

    total $61,286,795 · program services $61,135,120 · management and general $151,675

  • 16 · Occupancy

    total $47,229,351 · program services $45,248,889 · management and general $1,980,462

  • 17 · Travel

    total $1,523,601 · program services $1,416,207 · management and general $107,394

  • 19 · Conferences, conventions and meetings

    total $6,758,959 · program services $6,647,772 · management and general $111,187

  • 20 · Interest

    total $19,403 · program services $19,403

  • 22 · Depreciation, depletion and amortization

    total $49,365,688 · program services $49,203,903 · management and general $161,785

  • 23 · Insurance

    total $420,333 · management and general $420,333

  • 24a · Other expenses: Medical Supplies

    total $331,971,818 · program services $331,971,818

  • 24b · Other expenses: LPPF Expense

    total $76,038,235 · program services $76,038,235

  • 24c · Other expenses: Non Medical Supplies

    total $13,019,505 · program services $12,764,247 · management and general $255,258

  • 24d · Other expenses: Recruiting

    total $1,511,172 · program services $1,511,172

  • 24e · All other expenses

    total $2,225,335 · program services $1,797,611 · management and general $427,724

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,300 · end of year $5,300

  • 2 · Savings and temporary cash investments

    beginning of year $25,158,748 · end of year $37,179,052

  • 3 · Pledges and grants receivable

    beginning of year $835,956 · end of year $1,116,824

  • 4 · Accounts receivable

    beginning of year $135,241,588 · end of year $144,530,240

  • 8 · Inventories for sale or use

    beginning of year $25,976,216 · end of year $27,826,308

  • 9 · Prepaid expenses and deferred charges

    beginning of year $356,478 · end of year $995,600

  • 10a · Land, buildings and equipment: cost or other basis

    $1,285,386,621

  • 10b · Land, buildings and equipment: accumulated depreciation

    $764,816,016

  • 10c · Land, buildings and equipment, net

    beginning of year $525,167,377 · end of year $520,570,605

  • 11 · Investments: publicly traded securities

    beginning of year $36,016,710 · end of year $0

  • 12 · Investments: other securities

    beginning of year $2,313,973 · end of year $2,484,464

  • 13 · Investments: program-related

    beginning of year $822,997,369 · end of year $883,320,555

  • 15 · Other assets

    beginning of year $133,285,435 · end of year $140,500,163

  • 17 · Accounts payable and accrued expenses

    beginning of year $157,528,117 · end of year $85,714,225

  • 19 · Deferred revenue

    beginning of year $7,500 · end of year $67,500

  • 23 · Secured mortgages and notes payable

    beginning of year $47,614,845 · end of year $38,378,148

  • 25 · Other liabilities

    beginning of year $10,426,952 · end of year $9,186,905

  • 27 · Net assets without donor restrictions

    beginning of year $1,391,600,487 · end of year $1,509,357,027

  • 28 · Net assets with donor restrictions

    beginning of year $100,183,249 · end of year $115,825,306

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 acute care hospital providing exemplary patient care, medical education, medical research and community service to residents of the Central Texas region since 1897.

  • See Schedule OScott & White Memorial Hospital is a faith-based, nonprofit hospital providing exemplary patient care services to the residents of Bell County and the surrounding communities since 1904. Locations include Baylor Scott & White Medical Center - Temple (BSW Temple), a 581-bed acute care hospital and Baylor Scott & White McLane Children's Medical Center, a 64 room children's hospital. Collectively, both locations as well as other outpatient departments function as a major patient care, research and medical education center of the Southwest and serve local, national and international patients.BSW Temple is affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services 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.BSW Temple is one of the system's two flagship hospitals and has been offering innovative and patient-centered care to our neighbors across central Texas for more than 120 years. BSW Temple is a fully-accredited hospital which operates the only Level I trauma center between Dallas and Austin and provides a broad spectrum of hospital and clinical services which include heart & vascular, cancer care, transplantation, women's services and neurosciences. The medical center recently received Magnet nursing designation. BSW Temple is also home to Baylor Scott & White McLane Children's Medical Center, the only children's hospital between Dallas and Austin. During the fiscal year, BSW Temple admitted 32,704 patients resulting in 179,150 days of care; delivered 3,272 babies and received 80,240 emergency department visits. Baylor Scott & White McLane Children's Medical Center admitted 3,439 patients resulting in 14,533 days of care and received 37,782 emergency department visits. Additionally, these 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 $281,457,675 and provided community benefits (as reported on the Internal Revenue Service (IRS) Form 990, Schedule H) of $118,300,578 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $84,523,463 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H.See Schedule H for more information regarding these services and how the hospitals promote the health of the communities.

    Expenses $1,165,335,759 · Grants $6,703,561 · Revenue $1,712,030,812

  • See Schedule OBSWMC Temple is the primary academic medical center for the Baylor College of Medicine School of Medicine Temple regional campus (the "School of Medicine"). The School of Medicine is a fully accredited, four-year medical school. Fiscal Year 2024 welcomed the inaugural class consisting of 40 medical students, with plans receive 40 students each year for the next three years. With continuous support from our faculty and staff, the expansion of the student body will not only enrich our academic community, but also provide more opportunities for growth and learning. BSWH also hosts rotations for fourth-year students from many other medical schools. The BSWH-Temple Campus of Graduate Medical Education currently consists of 38 ACGME accredited programs with a total of 492 residents and fellows in those programs. A Physician Assistant Program was started by University of Mary Hardin Baylor (UMHB) during FY 22 and there are 40 students participating in that program. Additional clinical programs include Podiatry (13), Psychology (1) and Medical Physics (4) with a total of 18 residents.The main BSW Temple campus serves as the clinical campus for the Scott & White College of Nursing at the University of Mary Hardin-Baylor in Belton, Texas. A baccalaureate degree program is offered through the College of Nursing. BSW Temple also facilitates the clinical training of registered nurses and licensed vocational nurses in cooperation with Temple College and Central Texas College in Killeen, Texas. A Master of Science in Nursing degree program is offered through Texas A&M University-Corpus Christi. In total, more than 2,000 nursing students rotate through BSW Temple annually. BSW Temple self-funded approximately $49 million to support medical education activities during the fiscal year ended.

    Expenses $104,823,564 · Revenue $55,810,802

  • See Schedule OOne of the cornerstones of BSW Temple's mission is providing quality patient care with a focus on research aimed at discovering cost-effective ways to treat patients, increasing patient safety, improving quality, and focusing on better outcomes. Research is led through a multidisciplinary team comprised of principal investigators, contracts and finance specialists, compliance and regulatory specialists, research coordinators, nurses, managers and directors, data analysts and lab assistants, among others. BSW Temple supports research, directly or through Baylor Scott & White Research Institute (BSW Research), in many areas, including oncology, cardiovascular, applied health, bone, joint and spine, neuroscience, and trauma and mental health, among others. The following is a brief snapshot of select clinical, translational, and applied health programs conducted in the past year:Cardiovascular research: BSW Temple holds a strong cardiovascular portfolio. Each year, we participate in clinical trials examining therapeutic and surgical approaches and outcomes, new medications and new devices. Our cardiovascular research has included work in the following areas: aortic valve disorders, mitral valve disorders, vascular/TAA conditions, atrial fibrillation, and heart failure.Oncology research: We conduct clinical trials aimed at advancing the knowledge around screenings, prevention, diagnostic, and treatment options for cancer patients and individuals who have a high risk to develop cancer. The oncology research program supported studies in the following areas: pediatric cancers, glioblastoma and other neuro, colorectal and other GI cancers, solid tumors, and skin cancers. Additionally, we continued our work with registries and biobanking projects that help study tissue and other bio-samples for the purposes of understanding how cancer develops.During the year, BSW Temple supported clinical research development costs, research papers and studies through BSW Research, at a cost of $2,946,660.

    Expenses $4,461,254 · Grants $1,467,000 · Revenue $1,514,594

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

  • 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

  • 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

  • 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

  • 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 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

  • 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

  • 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

  • Shahin Motakef

    President/CEO (thru 09/15/23)

    Total calculated
    $2,036,950
    From this org
    $1,512,182
    From related orgs
    $0
    Other
    $524,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $535,529
    Bonus
    $939,387
    Other
    $37,266
    Deferred
    $500,839
    Nontaxable benefits
    $23,929
    Filer's total
    $2,036,950

  • Greg Haralson

    President/CEO (eff 01/15/24)

    Total calculated
    $0
    Hours/week
    40

  • Scott Snell

    Interim President/VP COO

    Total calculated
    $558,923
    From this org
    $512,904
    From related orgs
    $0
    Other
    $46,019
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $405,488
    Bonus
    $106,354
    Other
    $1,062
    Deferred
    $16,500
    Nontaxable benefits
    $29,519
    Filer's total
    $558,923

  • Christopher Olsen

    VP CFO

    Total calculated
    $376,263
    From this org
    $342,029
    From related orgs
    $0
    Other
    $34,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,144
    Bonus
    $61,445
    Other
    $27,440
    Deferred
    $13,206
    Nontaxable benefits
    $21,028
    Filer's total
    $376,263

  • Leslie Gembol

    VP CNO

    Total calculated
    $472,263
    From this org
    $424,884
    From related orgs
    $0
    Other
    $47,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,638
    Bonus
    $92,648
    Other
    $20,598
    Deferred
    $16,500
    Nontaxable benefits
    $30,879
    Filer's total
    $472,263

  • Delliquadria Ingram-Walker

    President - Childrens Hosp/Clinic

    Total calculated
    $349,621
    From this org
    $316,084
    From related orgs
    $0
    Other
    $33,537
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,314
    Bonus
    $76,207
    Other
    $563
    Deferred
    $5,070
    Nontaxable benefits
    $28,467
    Filer's total
    $349,621

  • Alicia Dawn Boaze

    VP CNO - Childrens Hosp/Clinic

    Total calculated
    $299,912
    From this org
    $277,737
    From related orgs
    $0
    Other
    $22,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,036
    Bonus
    $65,238
    Other
    $463
    Deferred
    $10,869
    Nontaxable benefits
    $11,306
    Filer's total
    $299,912

  • Stephen Sibbitt MD

    SVP CMO

    Total calculated
    $1,639,560
    From this org
    $0
    From related orgs
    $1,592,013
    Other
    $47,547
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,769 related
    Bonus
    $0 + $276,304 related
    Other
    $0 + $728,940 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $31,047 related
    Filer's total
    $0 + $1,639,560 related

  • Hania Janek

    SVP Clinical Medical Education

    Total calculated
    $447,956
    From this org
    $381,171
    From related orgs
    $0
    Other
    $66,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,911
    Bonus
    $125,154
    Other
    $12,106
    Deferred
    $37,234
    Nontaxable benefits
    $29,551
    Filer's total
    $447,956

  • Chandra Pesaladinne

    Director Cardiovascular Perfusion

    Total calculated
    $378,689
    From this org
    $337,547
    From related orgs
    $0
    Other
    $41,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,453
    Bonus
    $54,740
    Other
    $354
    Deferred
    $12,295
    Nontaxable benefits
    $28,847
    Filer's total
    $378,689

  • Rajesh Narinesingh

    RN

    Total calculated
    $352,467
    From this org
    $337,353
    From related orgs
    $0
    Other
    $15,114
    Hours/week
    64

    Schedule J breakdown matched by us

    Base
    $313,734
    Bonus
    $19,334
    Other
    $4,285
    Deferred
    $6,242
    Nontaxable benefits
    $8,872
    Filer's total
    $352,467

  • JoAnne Mengelkamp

    VP HRSBS - Central Texas Region

    Total calculated
    $322,212
    From this org
    $170,300
    From related orgs
    $138,391
    Other
    $13,521
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $103,066 + $138,087 related
    Bonus
    $66,963
    Other
    $271 + $304 related
    Deferred
    $3,331 + $8,773 related
    Nontaxable benefits
    $602 + $815 related
    Filer's total
    $174,233 + $147,979 related

  • Richard Naser Jr

    VP Operations

    Total calculated
    $360,471
    From this org
    $328,617
    From related orgs
    $0
    Other
    $31,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,915
    Bonus
    $71,583
    Other
    $1,119
    Deferred
    $13,304
    Nontaxable benefits
    $18,550
    Filer's total
    $360,471

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

  • 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
  • 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. Five 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. Two of the persons listed in the Form 990, Part VII, Section A, received this benefit 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, 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. ($72,386), Aval-Na'Ree Green, M.D., Dominic Lucia, M.D., Hania Janek, Lisa L. Havens, Mark English, M.D., Mark Montgomery, M.D., Muralidhar Jatla, M.D., Shahin Motakef, Stephen Sibbitt, 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

The 10 largest by cash amount. The API serves every itemized grant.

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

    Hospital · 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 Scott & White Assurance SPC

    C · Investment · CJ · controlled entity

  • 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 · 9.09% owned · share of income $11,306,728 · share of assets $7,989,405 · 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

  • 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
202521339349305687

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