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Nonprofiteer
← SCOTT & WHITE HOSPITAL-TAYLOR

Form 990 for tax year 2024

Filed by SCOTT & WHITE HOSPITAL-TAYLOR.

Totals

Total revenue
$46,036,723
Total expenses
$38,442,037
Contributions and grants received
$42,612
Grants paid
$11,383
Program services expenses (Part IX)
$31,466,283
Management and general expenses
$6,975,754
Fundraising expenses
$0
Program service expenses (Part III)
$31,466,283

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • William Rogers

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Jim Kruse

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Arundhati Rao MD PhD

    Trustee

    Total calculated
    $1,033,098
    From this org
    $0
    From related orgs
    $1,001,273
    Other
    $31,825
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $588,165 related
    Bonus
    $0 + $289,384 related
    Other
    $0 + $123,724 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $14,575 related
    Filer's total
    $0 + $1,033,098 related

  • Jarvis Parsons

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark Montgomery MD

    Trustee

    Total calculated
    $905,262
    From this org
    $0
    From related orgs
    $874,262
    Other
    $31,000
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $766,969 related
    Bonus
    $0 + $67,959 related
    Other
    $0 + $39,334 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,000 related
    Filer's total
    $0 + $905,262 related

  • Tresa McNeal MD

    Trustee

    Total calculated
    $496,647
    From this org
    $0
    From related orgs
    $464,187
    Other
    $32,460
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,577 related
    Bonus
    $0
    Other
    $0 + $1,610 related
    Deferred
    $0 + $12,110 related
    Nontaxable benefits
    $0 + $20,350 related
    Filer's total
    $0 + $496,647 related

  • Drayton McLane III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Terry Maness

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dominic Lucia MD

    Trustee

    Total calculated
    $564,593
    From this org
    $0
    From related orgs
    $518,967
    Other
    $45,626
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $444,649 related
    Bonus
    $0 + $24,458 related
    Other
    $0 + $49,860 related
    Deferred
    $0 + $12,351 related
    Nontaxable benefits
    $0 + $33,275 related
    Filer's total
    $0 + $564,593 related

  • Andra Roth Liemandt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Nelda Trevino

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Muralidhar Jatla MD

    Trustee

    Total calculated
    $400,790
    From this org
    $0
    From related orgs
    $358,002
    Other
    $42,788
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,444 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $23,558 related
    Deferred
    $0 + $11,038 related
    Nontaxable benefits
    $0 + $31,750 related
    Filer's total
    $0 + $400,790 related

  • Donald R Grobowsky

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Morris E Foster

    Trustee (Thru 1/30/25)

    Total calculated
    $0
    Hours/week
    1

  • Mark English MD

    Trustee

    Total calculated
    $427,624
    From this org
    $0
    From related orgs
    $389,884
    Other
    $37,740
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,730 related
    Bonus
    $0 + $12,181 related
    Other
    $0 + $12,973 related
    Deferred
    $0 + $4,241 related
    Nontaxable benefits
    $0 + $33,498 related
    Filer's total
    $0 + $427,623 related

  • Bill DiGaetano

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Angel Caldera MD

    Trustee

    Total calculated
    $933,016
    From this org
    $0
    From related orgs
    $866,882
    Other
    $66,134
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $838,918 related
    Bonus
    $0 + $2,564 related
    Other
    $0 + $25,400 related
    Deferred
    $0 + $27,600 related
    Nontaxable benefits
    $0 + $38,534 related
    Filer's total
    $0 + $933,016 related

  • Thomas Burdett

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Aval-Na'Ree Green MD

    Trustee

    Total calculated
    $467,395
    From this org
    $0
    From related orgs
    $417,404
    Other
    $49,991
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $406,740 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $664 related
    Deferred
    $0 + $15,952 related
    Nontaxable benefits
    $0 + $34,039 related
    Filer's total
    $0 + $467,395 related

  • Jay Fox

    President/CEO

    Total calculated
    $1,561,405
    From this org
    $0
    From related orgs
    $1,440,254
    Other
    $121,151
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $610,804 related
    Bonus
    $0 + $787,561 related
    Other
    $0 + $41,889 related
    Deferred
    $0 + $106,229 related
    Nontaxable benefits
    $0 + $14,922 related
    Filer's total
    $0 + $1,561,405 related

  • Jason Cole

    VP CFO

    Total calculated
    $530,515
    From this org
    $0
    From related orgs
    $482,478
    Other
    $48,037
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,900 related
    Bonus
    $0 + $120,685 related
    Other
    $0 + $893 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $30,787 related
    Filer's total
    $0 + $530,515 related

  • Lisa L Havens

    Secretary

    Total calculated
    $2,255,081
    From this org
    $0
    From related orgs
    $2,089,849
    Other
    $165,232
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $847,202 related
    Bonus
    $0 + $1,195,965 related
    Other
    $0 + $46,682 related
    Deferred
    $0 + $147,738 related
    Nontaxable benefits
    $0 + $17,494 related
    Filer's total
    $0 + $2,255,081 related

  • Ghassan Salman MD

    Chief Medical Officer

    Total calculated
    $772,957
    From this org
    $0
    From related orgs
    $671,813
    Other
    $101,144
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,061 related
    Bonus
    $0 + $231,060 related
    Other
    $0 + $29,692 related
    Deferred
    $0 + $69,974 related
    Nontaxable benefits
    $0 + $31,170 related
    Filer's total
    $0 + $772,957 related

  • Jorie Kerl

    Pharmacist

    Total calculated
    $221,347
    From this org
    $193,046
    From related orgs
    $0
    Other
    $28,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,291
    Bonus
    $12,454
    Other
    $301
    Deferred
    $9,415
    Nontaxable benefits
    $18,885
    Filer's total
    $221,346

  • Timothy Tarbell

    VP Operations

    Total calculated
    $250,176
    From this org
    $216,816
    From related orgs
    $0
    Other
    $33,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,234
    Bonus
    $55,731
    Other
    $851
    Deferred
    $8,661
    Nontaxable benefits
    $24,699
    Filer's total
    $250,176

  • Darlene Harvey

    Nurse Manager

    Total calculated
    $175,166
    From this org
    $165,174
    From related orgs
    $0
    Other
    $9,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,160
    Bonus
    $6,100
    Other
    $914
    Deferred
    $7,992
    Nontaxable benefits
    $2,001
    Filer's total
    $175,167

  • Dawn Dickens

    Director Nursing

    Total calculated
    $213,781
    From this org
    $187,247
    From related orgs
    $0
    Other
    $26,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,331
    Bonus
    $39,789
    Other
    $127
    Deferred
    $7,755
    Nontaxable benefits
    $18,779
    Filer's total
    $213,781

  • Edward Winslow

    Director Quality Management

    Total calculated
    $177,147
    From this org
    $159,688
    From related orgs
    $0
    Other
    $17,459
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,568
    Bonus
    $33,898
    Other
    $222
    Deferred
    $6,495
    Nontaxable benefits
    $10,964
    Filer's total
    $177,147

  • Sally Gillam

    Former Key Employee

    Total calculated
    $438,055
    From this org
    $0
    From related orgs
    $408,032
    Other
    $30,023
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,697 related
    Bonus
    $0 + $101,957 related
    Other
    $0 + $2,378 related
    Deferred
    $0 + $15,622 related
    Nontaxable benefits
    $0 + $14,401 related
    Filer's total
    $0 + $438,055 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

  • 1a · Tax indemnification and gross-up payments
  • 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 Health's 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.
Part I, Line 3
Process for determining compensation: The organization, a controlled affiliate of BSW Health, 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 BSW Health 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 BSW Health Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by BSW Health, 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 BSW Health 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 Health and certain tax exempt affiliates (collectively 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. ($75,828), Aval-Na'Ree Green, M.D., Dominic Lucia, M.D., Ghassan Salman, M.D., Lisa L. Havens, Mark English, M.D., Mark Montgomery, M.D., M.D., Muralidhar Jatla, M.D., Jay Fox, and Tresa McNeal, M.D.
Part I, Line 7
The organization has adopted and implemented BSW Health's, 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 Health's governing body. Payout levels are based upon a combination of system, entity, and region performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Health's 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

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
2024
Filed
7 May 2026
IRS schema version
2024v5.5
Source object
202601349349310655

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