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Nonprofiteer
← HILLCREST FAMILY HEALTH CENTER

Form 990 for tax year 2023

Filed by HILLCREST FAMILY HEALTH CENTER.

Totals

Total revenue
$48,723,395
Total expenses
$48,512,499
Contributions and grants received
$12,512,822
Grants paid
$0
Program service revenue
$35,893,524
Investment income
$317,049
Other revenue
$0
Total assets, end of year
$12,341,079
Total liabilities, end of year
$12,330,466
Net assets or fund balances, end of year
$10,613
Program services expenses (Part IX)
$45,770,896
Management and general expenses
$2,741,603
Fundraising expenses
$0
Program service expenses (Part III)
$45,770,896

Program services were 94.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Kyle Hulme MD

    Director

    Total calculated
    $1,035,683
    From this org
    $918,451
    From related orgs
    $0
    Other
    $117,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $811,157
    Bonus
    $33,392
    Other
    $73,902
    Deferred
    $85,673
    Nontaxable benefits
    $31,559
    Filer's total
    $1,035,683

  • John McClanahan DO

    Director

    Total calculated
    $802,843
    From this org
    $699,908
    From related orgs
    $0
    Other
    $102,935
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $620,066
    Bonus
    $26,073
    Other
    $53,769
    Deferred
    $75,243
    Nontaxable benefits
    $27,692
    Filer's total
    $802,843

  • William McCunniff MD

    Director

    Total calculated
    $746,094
    From this org
    $646,358
    From related orgs
    $0
    Other
    $99,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $599,028
    Bonus
    $19,673
    Other
    $27,657
    Deferred
    $70,234
    Nontaxable benefits
    $29,502
    Filer's total
    $746,094

  • David Myers MD

    Chair/Director

    Total calculated
    $707,937
    From this org
    $627,512
    From related orgs
    $0
    Other
    $80,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $576,598
    Bonus
    $24,229
    Other
    $26,685
    Deferred
    $68,310
    Nontaxable benefits
    $12,115
    Filer's total
    $707,937

  • Stephen P Raley MD

    Director

    Total calculated
    $540,823
    From this org
    $470,705
    From related orgs
    $0
    Other
    $70,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,727
    Bonus
    $37,599
    Other
    $45,379
    Deferred
    $50,932
    Nontaxable benefits
    $19,186
    Filer's total
    $540,823

  • Elizabeth B Turnage MD

    Director

    Total calculated
    $510,019
    From this org
    $429,181
    From related orgs
    $0
    Other
    $80,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $380,723
    Bonus
    $20,372
    Other
    $28,086
    Deferred
    $56,519
    Nontaxable benefits
    $24,319
    Filer's total
    $510,019

  • Sherry Spacek-Llanas MD

    Director

    Total calculated
    $508,533
    From this org
    $421,904
    From related orgs
    $0
    Other
    $86,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,491
    Bonus
    $22,495
    Other
    $41,918
    Deferred
    $60,128
    Nontaxable benefits
    $26,501
    Filer's total
    $508,533

  • William Hinds MD

    Director

    Total calculated
    $454,246
    From this org
    $373,110
    From related orgs
    $0
    Other
    $81,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,042
    Bonus
    $18,374
    Other
    $21,694
    Deferred
    $55,526
    Nontaxable benefits
    $25,610
    Filer's total
    $454,246

  • Krystle Bates MD

    Director

    Total calculated
    $433,424
    From this org
    $353,036
    From related orgs
    $0
    Other
    $80,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $308,628
    Bonus
    $8,530
    Other
    $35,878
    Deferred
    $54,121
    Nontaxable benefits
    $26,267
    Filer's total
    $433,424

  • Brian Barkley DO

    Director

    Total calculated
    $385,518
    From this org
    $310,443
    From related orgs
    $0
    Other
    $75,075
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,940
    Bonus
    $9,500
    Other
    $17,003
    Deferred
    $48,189
    Nontaxable benefits
    $26,886
    Filer's total
    $385,518

  • Charles Williams

    President/CEO (thru 7/16/2023)

    Total calculated
    $872,266
    From this org
    $0
    From related orgs
    $763,318
    Other
    $108,948
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,871 related
    Bonus
    $0 + $187,550 related
    Other
    $0 + $78,897 related
    Deferred
    $0 + $75,213 related
    Nontaxable benefits
    $0 + $33,735 related
    Filer's total
    $0 + $872,266 related

  • Umad Ahmad MD

    Chief Medical Officer

    Total calculated
    $629,407
    From this org
    $0
    From related orgs
    $581,964
    Other
    $47,443
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,297 related
    Bonus
    $0 + $128,418 related
    Other
    $0 + $23,249 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $30,943 related
    Filer's total
    $0 + $629,407 related

  • Shellie Mach

    Secretary/Treasurer

    Total calculated
    $395,908
    From this org
    $0
    From related orgs
    $352,380
    Other
    $43,528
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,413 related
    Bonus
    $0 + $83,729 related
    Other
    $0 + $23,238 related
    Deferred
    $0 + $13,459 related
    Nontaxable benefits
    $0 + $30,069 related
    Filer's total
    $0 + $395,908 related

  • Matthew Rohrer

    VP Clinic Operations

    Total calculated
    $301,415
    From this org
    $0
    From related orgs
    $262,148
    Other
    $39,267
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,952 related
    Bonus
    $0 + $53,317 related
    Other
    $0 + $879 related
    Deferred
    $0 + $10,979 related
    Nontaxable benefits
    $0 + $28,288 related
    Filer's total
    $0 + $301,415 related

  • Chris Lancaster

    President/CEO (eff 1/8/2024)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Brad Crye

    Interim Pres/CEO (7/17/23-1/7/2024)

    Total calculated
    $400,994
    From this org
    $0
    From related orgs
    $365,495
    Other
    $35,499
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,156 related
    Bonus
    $0 + $83,407 related
    Other
    $0 + $19,932 related
    Deferred
    $0 + $13,255 related
    Nontaxable benefits
    $0 + $22,244 related
    Filer's total
    $0 + $400,994 related

  • Nicholas Wilhelm MD

    Physician

    Total calculated
    $708,158
    From this org
    $610,809
    From related orgs
    $0
    Other
    $97,349
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $578,016
    Bonus
    $7,674
    Other
    $25,119
    Deferred
    $67,360
    Nontaxable benefits
    $29,989
    Filer's total
    $708,158

  • James T Graham MD

    Physician

    Total calculated
    $645,039
    From this org
    $559,679
    From related orgs
    $0
    Other
    $85,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $479,900
    Bonus
    $33,607
    Other
    $46,172
    Deferred
    $61,258
    Nontaxable benefits
    $24,102
    Filer's total
    $645,039

  • Leighton Carl MD

    Physician

    Total calculated
    $566,201
    From this org
    $477,875
    From related orgs
    $0
    Other
    $88,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $410,551
    Bonus
    $21,676
    Other
    $45,648
    Deferred
    $61,179
    Nontaxable benefits
    $27,147
    Filer's total
    $566,201

  • Gregory Newman MD

    Physician

    Total calculated
    $522,731
    From this org
    $439,166
    From related orgs
    $0
    Other
    $83,565
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,020
    Bonus
    $151
    Other
    $17,995
    Deferred
    $56,507
    Nontaxable benefits
    $27,058
    Filer's total
    $522,731

  • Benjamin Perry MD

    Physician

    Total calculated
    $512,590
    From this org
    $430,200
    From related orgs
    $0
    Other
    $82,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $335,786
    Bonus
    $76,338
    Other
    $18,076
    Deferred
    $54,417
    Nontaxable benefits
    $27,973
    Filer's total
    $512,590

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
  • 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. Four 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 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 supplementa1 non-qualified retirement plan during the tax year: Benjamin Perry, M.D. ($17,813), Brian Barkley, D.O. ($16,749), Charles Williams, David Myers, M.D. ($25,739), Elizabeth B. Turnage, M.D. ($21,821), Gregory Newman, M.D. ($15,723), James T. Graham, M.D. ($22,490), John McClanahan, D.O. ($33,320), Krystle Bates, M.D. ($15,165), Kyle Hulme, M.D. ($50,808), Leighton Carl, M.D. ($22,731), Nicholas Wilhelm, M.D. ($24,819), Sherry Spacek-Llanas, M.D. ($21,868), Stephen P. Raley, M.D. ($20,748), William Hinds, M.D. ($14,501) and William McCunniff, M.D. ($27,262).
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 in a limited role in their capacity as a board member and may receive small amounts of compensation from the organization for these duties as a member of the governing body. However, the members do receive a majority of their compensation from the organization in their capacity as employed physicians.

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.

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
202501339349306155

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