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← BAYLOR SCOTT & WHITE MEDICAL CENTERS-CAPITOL AREA

Form 990 for tax year 2023

Filed by BAYLOR SCOTT & WHITE MEDICAL CENTERS-CAPITOL AREA.

Totals

Total revenue
$148,061,903
Total expenses
$127,531,765
Contributions and grants received
$19,734,162
Grants paid
$28,675
Program service revenue
$127,845,194
Investment income
$219,410
Other revenue
$263,137
Total assets, end of year
$189,397,924
Total liabilities, end of year
$164,834,854
Net assets or fund balances, end of year
$24,563,070
Program services expenses (Part IX)
$106,363,273
Management and general expenses
$21,168,492
Fundraising expenses
$0
Program service expenses (Part III)
$106,363,273

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

  • 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

  • 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

  • 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 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

  • 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

  • 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

  • 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

  • Jay Fox

    President/CEO

    Total calculated
    $1,705,462
    From this org
    $0
    From related orgs
    $1,327,880
    Other
    $377,582
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $592,680 related
    Bonus
    $0 + $694,418 related
    Other
    $0 + $40,782 related
    Deferred
    $0 + $363,285 related
    Nontaxable benefits
    $0 + $14,297 related
    Filer's total
    $0 + $1,705,462 related

  • Jason Cole

    VP CFO

    Total calculated
    $488,177
    From this org
    $0
    From related orgs
    $442,923
    Other
    $45,254
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,765 related
    Bonus
    $0 + $103,341 related
    Other
    $0 + $817 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $28,754 related
    Filer's total
    $0 + $488,177 related

  • Ghassan Salman MD

    Chief Medical Officer

    Total calculated
    $648,190
    From this org
    $0
    From related orgs
    $568,036
    Other
    $80,154
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,337 related
    Bonus
    $0 + $151,217 related
    Other
    $0 + $20,482 related
    Deferred
    $0 + $52,365 related
    Nontaxable benefits
    $0 + $27,789 related
    Filer's total
    $0 + $648,190 related

  • Sally Gillam

    VP CNO

    Total calculated
    $402,165
    From this org
    $0
    From related orgs
    $373,822
    Other
    $28,343
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,629 related
    Bonus
    $0 + $86,929 related
    Other
    $0 + $3,264 related
    Deferred
    $0 + $14,599 related
    Nontaxable benefits
    $0 + $13,744 related
    Filer's total
    $0 + $402,165 related

  • Timothy Tarbell

    VP Operations - Pflugerville

    Total calculated
    $236,093
    From this org
    $0
    From related orgs
    $204,885
    Other
    $31,208
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,387 related
    Bonus
    $0 + $48,894 related
    Other
    $0 + $604 related
    Deferred
    $0 + $8,313 related
    Nontaxable benefits
    $0 + $22,895 related
    Filer's total
    $0 + $236,093 related

  • Carey Gray

    VP Patient Care - Pflugerville

    Total calculated
    $227,035
    From this org
    $200,821
    From related orgs
    $0
    Other
    $26,214
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,716
    Bonus
    $40,778
    Other
    $4,327
    Deferred
    $8,389
    Nontaxable benefits
    $17,825
    Filer's total
    $227,035

  • Jessie Everline

    Director Operations

    Total calculated
    $236,125
    From this org
    $215,945
    From related orgs
    $0
    Other
    $20,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,816
    Bonus
    $44,978
    Other
    $151
    Deferred
    $8,814
    Nontaxable benefits
    $11,366
    Filer's total
    $236,125

  • Margaret Beren

    Director Nursing

    Total calculated
    $231,631
    From this org
    $199,255
    From related orgs
    $0
    Other
    $32,376
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $165,988
    Bonus
    $32,285
    Other
    $982
    Deferred
    $8,869
    Nontaxable benefits
    $23,507
    Filer's total
    $231,631

  • Amelia Cline

    RN

    Total calculated
    $204,905
    From this org
    $187,052
    From related orgs
    $0
    Other
    $17,853
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $175,278
    Bonus
    $6,816
    Other
    $4,958
    Deferred
    $6,248
    Nontaxable benefits
    $11,605
    Filer's total
    $204,905

  • Brandy Stagner

    Director Nursing

    Total calculated
    $200,445
    From this org
    $172,584
    From related orgs
    $0
    Other
    $27,861
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,306
    Bonus
    $27,115
    Other
    $163
    Deferred
    $7,774
    Nontaxable benefits
    $20,087
    Filer's total
    $200,445

  • Dennis Jaojoco

    RN

    Total calculated
    $165,535
    From this org
    $164,539
    From related orgs
    $0
    Other
    $996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,201
    Bonus
    $19,654
    Other
    $684
    Deferred
    $0
    Nontaxable benefits
    $996
    Filer's total
    $165,535

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
  • 1b · Written policy on the line-1a 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

  • 2 · Substantiation required before reimbursing expenses
  • 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.
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., Ghassan Salman, M.D., Jay Fox, Lisa L. Havens, Mark English, M.D., Mark Montgomery, M.D., Muralidhar Jatla, 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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CTL&P LLC

    Holding Company · TX · income $0 · assets $0

    Directly controlled by Baylor Scott & White Medical Centers-Capitol Area

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
202511339349305686

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