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Nonprofiteer
← BAYLOR ALL SAINTS MEDICAL CENTER

Form 990 for tax year 2023

Filed by BAYLOR ALL SAINTS MEDICAL CENTER.

Totals

Total revenue
$693,272,390
Total expenses
$599,483,873
Contributions and grants received
$40,643,666
Grants paid
$1,366,834
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$541,311,750
Management and general expenses
$58,172,123
Fundraising expenses
$0
Program service expenses (Part III)
$541,311,750

Program services were 90.3% 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

  • Charles Williams

    President/CEO

    Total calculated
    $872,267
    From this org
    $476,355
    From related orgs
    $286,962
    Other
    $108,950
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $242,784 + $254,087 related
    Bonus
    $187,550
    Other
    $46,021 + $32,875 related
    Deferred
    $30,626 + $44,588 related
    Nontaxable benefits
    $14,241 + $19,495 related
    Filer's total
    $521,222 + $351,045 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

  • Lucy Catala

    VP CFO

    Total calculated
    $537,756
    From this org
    $501,426
    From related orgs
    $0
    Other
    $36,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,303
    Bonus
    $113,679
    Other
    $23,444
    Deferred
    $16,500
    Nontaxable benefits
    $19,830
    Filer's total
    $537,756

  • Janice Whitmire

    VP COO (thru 1/13/2024)

    Total calculated
    $997,196
    From this org
    $956,111
    From related orgs
    $0
    Other
    $41,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $351,021
    Bonus
    $110,781
    Other
    $494,309
    Deferred
    $16,500
    Nontaxable benefits
    $24,585
    Filer's total
    $997,196

  • Barbara Vaughn

    VP CNO

    Total calculated
    $361,729
    From this org
    $334,224
    From related orgs
    $0
    Other
    $27,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,881
    Bonus
    $77,454
    Other
    $18,889
    Deferred
    $13,165
    Nontaxable benefits
    $14,340
    Filer's total
    $361,729

  • James Herd MD

    Chief Medical Officer

    Total calculated
    $311,669
    From this org
    $309,785
    From related orgs
    $0
    Other
    $1,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,914
    Bonus
    $37,115
    Other
    $756
    Deferred
    $0
    Nontaxable benefits
    $1,884
    Filer's total
    $311,669

  • Richard Myers

    Director Pharmacy

    Total calculated
    $320,971
    From this org
    $279,935
    From related orgs
    $0
    Other
    $41,036
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,737
    Bonus
    $54,716
    Other
    $1,482
    Deferred
    $11,819
    Nontaxable benefits
    $29,217
    Filer's total
    $320,971

  • Patrick Phillips

    OR Specialist RN

    Total calculated
    $292,197
    From this org
    $258,611
    From related orgs
    $0
    Other
    $33,586
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $247,215
    Bonus
    $4,129
    Other
    $7,267
    Deferred
    $6,363
    Nontaxable benefits
    $27,223
    Filer's total
    $292,197

  • Joseph Kimuhu

    RN

    Total calculated
    $270,162
    From this org
    $238,401
    From related orgs
    $0
    Other
    $31,761
    Hours/week
    58

    Schedule J breakdown matched by us

    Base
    $211,057
    Bonus
    $23,130
    Other
    $4,214
    Deferred
    $5,625
    Nontaxable benefits
    $26,136
    Filer's total
    $270,162

  • Leslie Phillips

    Director Medical Education

    Total calculated
    $245,482
    From this org
    $219,190
    From related orgs
    $0
    Other
    $26,292
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,406
    Bonus
    $42,425
    Other
    $359
    Deferred
    $9,254
    Nontaxable benefits
    $17,038
    Filer's total
    $245,482

  • Jovita Ford

    Director Nursing

    Total calculated
    $241,413
    From this org
    $221,295
    From related orgs
    $0
    Other
    $20,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,427
    Bonus
    $42,813
    Other
    $1,055
    Deferred
    $9,126
    Nontaxable benefits
    $10,992
    Filer's total
    $241,413

  • Michael Sanborn

    Former Officer

    Total calculated
    $2,033,105
    From this org
    $47,008
    From related orgs
    $1,513,733
    Other
    $472,364
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $43,741 + $644,922 related
    Bonus
    $0 + $829,738 related
    Other
    $3,267 + $39,073 related
    Deferred
    $2,326 + $445,194 related
    Nontaxable benefits
    $1,911 + $22,933 related
    Filer's total
    $51,245 + $1,981,860 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, 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
  • 1a · Health or social club dues or initiation fees
  • 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. Two of the persons 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. Three of the persons 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. Health or social club dues or initiation fees - The organization may reimburse eligible employees for dues for a health club and/or a social club where there is a bona fide business need for the membership. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. 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: Charles Williams, Grant Teegarden, Janice Whitmire ($39,662), Michael Sanborn, and Paul Madeley, M.D. ($27,692).
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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501339349301735

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