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Nonprofiteer
← SCOTT & WHITE HEALTHCARE

Form 990 for tax year 2022

Filed by SCOTT & WHITE HEALTHCARE.

Totals

Total revenue
$12,364,415
Total expenses
$432,597,097
Contributions and grants received
$0
Grants paid
$430,158,617
Program services expenses (Part IX)
$432,597,097
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$432,597,097

Program services were 100.0% 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

  • Patricia M Currie

    President/CEO (thru 1/18/2023)

    Total calculated
    $3,354,400
    From this org
    $0
    From related orgs
    $3,316,434
    Other
    $37,966
    Hours/week
    1 + 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

  • Jennifer Mitzner

    Treasurer

    Total calculated
    $2,244,950
    From this org
    $0
    From related orgs
    $1,855,060
    Other
    $389,890
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,102,180 related
    Bonus
    $0 + $677,939 related
    Other
    $0 + $74,941 related
    Deferred
    $0 + $361,286 related
    Nontaxable benefits
    $0 + $28,604 related
    Filer's total
    $0 + $2,244,950 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

  • Michael L Middleton MD

    Former Officer

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

    Schedule J breakdown matched by us

    Base
    $0 + $408,711 related
    Bonus
    $0 + $1,552 related
    Other
    $0 + $64,144 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $27,042 related
    Filer's total
    $0 + $525,849 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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., Dominic Lucia, M.D., Erin Bird, M.D., Jennifer Mitzner, Lisa L. Havens, Mark English, M.D. ($54,130), Mark Montgomery, M.D. ($56,040), Michael L. Middleton, M.D. ($55,924), Patricia M. Currie, Robin W. Watson, M.D. and Tresa McNeal, M.D.
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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441349349302274

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