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Nonprofiteer
← SCOTT & WHITE CARE PLANS

Form 990 for tax year 2023

Filed by SCOTT & WHITE CARE PLANS.

Totals

Total revenue
$147,425,574
Total expenses
$148,705,996
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$140,508,529
Management and general expenses
$8,197,467
Fundraising expenses
$0
Program service expenses (Part III)
$140,508,529

Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Robert A Probe MD

    Director/Vice Chair

    Total calculated
    $1,247,292
    From this org
    $0
    From related orgs
    $1,216,691
    Other
    $30,601
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,656 related
    Bonus
    $0 + $450 related
    Other
    $0 + $838,585 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $14,101 related
    Filer's total
    $0 + $1,247,292 related

  • Lyndon L Olson Jr

    Director/Chair

    Total calculated
    $0
    Hours/week
    1

  • Louis S Casey Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donald R Grobowsky

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brandon S Fryar

    Director

    Total calculated
    $0
    Hours/week
    1

  • Terry Maness

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steve R Youso

    Director

    Total calculated
    $0
    Hours/week
    1

  • Carl King

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Ingrum

    President/CEO

    Total calculated
    $2,893,337
    From this org
    $0
    From related orgs
    $2,460,618
    Other
    $432,719
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $650,335 related
    Bonus
    $0 + $1,117,769 related
    Other
    $0 + $692,514 related
    Deferred
    $0 + $401,564 related
    Nontaxable benefits
    $0 + $31,155 related
    Filer's total
    $0 + $2,893,337 related

  • Swaminathan Ramalingam MD

    Chief Medical Officer

    Total calculated
    $803,080
    From this org
    $0
    From related orgs
    $762,379
    Other
    $40,701
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,674 related
    Bonus
    $0 + $215,030 related
    Other
    $0 + $91,675 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $24,201 related
    Filer's total
    $0 + $803,080 related

  • Victor Richey

    Chief Operating Officer

    Total calculated
    $1,509,620
    From this org
    $0
    From related orgs
    $1,305,284
    Other
    $204,336
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,597 related
    Bonus
    $0 + $359,145 related
    Other
    $0 + $557,542 related
    Deferred
    $0 + $193,162 related
    Nontaxable benefits
    $0 + $11,174 related
    Filer's total
    $0 + $1,509,620 related

  • Stephen Bush

    Treasurer

    Total calculated
    $1,075,382
    From this org
    $0
    From related orgs
    $811,986
    Other
    $263,396
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,359 related
    Bonus
    $0 + $411,129 related
    Other
    $0 + $28,498 related
    Deferred
    $0 + $233,206 related
    Nontaxable benefits
    $0 + $30,190 related
    Filer's total
    $0 + $1,075,382 related

  • Andrea DeBerry

    Secretary

    Total calculated
    $461,466
    From this org
    $0
    From related orgs
    $402,872
    Other
    $58,594
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,645 related
    Bonus
    $0 + $108,371 related
    Other
    $0 + $26,856 related
    Deferred
    $0 + $43,664 related
    Nontaxable benefits
    $0 + $14,930 related
    Filer's total
    $0 + $461,466 related

  • Jennifer Brown

    Former Officer

    Total calculated
    $455,589
    From this org
    $0
    From related orgs
    $455,589
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $455,589 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $455,589 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, Lines 4a-b
Severance or Change of Control Payments: Jennifer Brown received a severance payment from a related organization in the amount of $101,667. Supplemental Nonqualified Retirement Plan: 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: Andrea DeBerry, Jeffrey Ingrum ($85,016), Jennifer Brown ($353,923), Robert A. Probe, M.D., Stephen Bush, Swaminathan Ramalingam, M.D. ($55,428) and Victor Richey ($44,552).
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
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202403099349301280

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