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Nonprofiteer
← BAYLOR HEALTH CARE SYSTEM

Form 990 for tax year 2024

Filed by BAYLOR HEALTH CARE SYSTEM.

Totals

Total revenue
$79,792,792
Total expenses
$90,092,868
Contributions and grants received
$0
Grants paid
$39,338,565
Program service revenue
$51,228,941
Investment income
$28,563,851
Other revenue
$0
Total assets, end of year
$1,784,135,245
Total liabilities, end of year
$234,116,872
Net assets or fund balances, end of year
$1,550,018,373
Program services expenses (Part IX)
$90,086,341
Management and general expenses
$6,527
Fundraising expenses
$0
Program service expenses (Part III)
$90,086,341

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Rent

    total $51,228,941 · related or exempt $50,708,842 · unrelated business $520,099

  • 3 · Investment income

    total $8,249,446 · related or exempt $3,058,936 · unrelated business $3,725 · excluded $5,186,785

  • 7a · Gross sales of assets other than inventory

    securities $132,020,807

  • 7b · Less cost or other basis and sales expenses

    securities $111,706,402

  • 7c · Gain or loss

    securities $20,314,405

  • 7d · Net gain or loss

    total $20,314,405 · excluded $20,314,405

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $39,338,565 · program services $39,338,565

  • 11d · Fees: lobbying

    total $6,527 · management and general $6,527

  • 11g · Fees: other

    total $5,946,341 · program services $5,946,341

  • 12 · Advertising and promotion

    total $8,233 · program services $8,233

  • 13 · Office expenses

    total $158,578 · program services $158,578

  • 14 · Information technology

    total $247,406 · program services $247,406

  • 16 · Occupancy

    total $21,968,803 · program services $21,968,803

  • 20 · Interest

    total $6,282,693 · program services $6,282,693

  • 22 · Depreciation, depletion and amortization

    total $15,241,264 · program services $15,241,264

  • 23 · Insurance

    total $7,022 · program services $7,022

  • 24a · Other expenses: Extinguishment of Debt

    total $752,267 · program services $752,267

  • 24b · Other expenses: Non Medical Supplies

    total $99,630 · program services $99,630

  • 24c · Other expenses: Special Functions

    total $34,680 · program services $34,680

  • 24d · Other expenses: Federal Income Tax

    total $859 · program services $859

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    end of year $10,238,327

  • 4 · Accounts receivable

    beginning of year $71,947,044 · end of year $43,748,840

  • 10a · Land, buildings and equipment: cost or other basis

    $513,852,029

  • 10b · Land, buildings and equipment: accumulated depreciation

    $174,488,021

  • 10c · Land, buildings and equipment, net

    beginning of year $327,371,996 · end of year $339,364,008

  • 11 · Investments: publicly traded securities

    beginning of year $46,653,162 · end of year $75,317,559

  • 12 · Investments: other securities

    beginning of year $230,872,717 · end of year $218,994,252

  • 13 · Investments: program-related

    beginning of year $1,021,763,002 · end of year $1,067,240,406

  • 15 · Other assets

    beginning of year $9,215,376 · end of year $29,231,853

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,987,319 · end of year $39,652,645

  • 19 · Deferred revenue

    beginning of year $191,954 · end of year $485,295

  • 20 · Tax-exempt bond liabilities

    beginning of year $139,434,641 · end of year $45,217,364

  • 23 · Secured mortgages and notes payable

    beginning of year $27,114,614 · end of year $66,859,111

  • 24 · Unsecured notes and loans payable

    beginning of year $62,836,262 · end of year $62,847,345

  • 25 · Other liabilities

    beginning of year $19,322,894 · end of year $19,055,112

  • 27 · Net assets without donor restrictions

    beginning of year $1,424,935,613 · end of year $1,550,018,373

Mission and programs · 2024

Mission

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Activities or mission (Part I)

Faith based supporting organization providing services to a network of acute care hospitals and related health care entities that provide patient care, medical education, medical research and community services.

  • See Schedule OBaylor Health Care System (BHCS) is a faith-based, nonprofit supporting organization formed in 1981 to provide centralized strategic and management services to an integrated health care delivery system. BHCS is now affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare. Today, BSWH has over 1,300 patient access points including 53 hospitals, 600+ specialty care clinics, 250+ outpatient clinics, 150+ primary care clinics, 29 pharmacies, 30+ ambulatory surgery centers, 60+ urgent care clinics, and over 7,300 active physicians. The system also includes a state certified health maintenance organization, the Scott and White Health Plan and the Baylor Scott & White Quality Alliance accountable care organization both covering approximately 1,200,000 lives.BHCS's governing body is comprised of volunteer community representatives who provide leadership and governance to BHCS. The members of the governing body contribute their wisdom, insights, and expertise to ensure that BHCS is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction to affiliates of both BHCS and BSWH.As part of its mission, BHCS provides grants and other assistance to BSWH's nonprofit organizations that are religious, charitable, scientific, or educational in nature, within the meaning of Internal Revenue Code section 501(c)(3). Founded as a Christian ministry of healing, BSWH promotes the well-being of individuals, families and communities. During the fiscal year, BHCS provided more than $39 Million of assistance to affiliated nonprofit organizations.BSWH is committed to offering access to quality health care including free or discounted health care to the indigent and underserved population through its affiliated health care providers. As part of its charitable mission, BSWH's nonprofit hospitals provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas statutory methodology) of $1.3 Billion which includes the unreimbursed cost of charity care, Medicaid, Medicare and other community benefits. BSWH's nonprofit hospitals provided community benefits (as reported on Form 990, Schedule H) of $485 Million during the tax year, which included the unreimbursed cost of charity care, Medicaid and other community benefits, but excludes Medicare.

    Expenses $46,831,838 · Grants $39,338,565 · Revenue $3,058,936

  • See Schedule OBHCS owns and leases various hospital facilities and professional office buildings to controlled affiliates, physicians on the medical staff of affiliated hospitals, and other health care providers.

    Expenses $43,254,503 · Revenue $51,228,941

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Harry Neil Dugger

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Marissa Hernandez

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Amy Wilson MD

    President/CEO/Trustee

    Total calculated
    $644,044
    From this org
    $0
    From related orgs
    $582,187
    Other
    $61,857
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,857 related
    Bonus
    $0 + $127,460 related
    Other
    $0 + $3,870 related
    Deferred
    $0 + $32,188 related
    Nontaxable benefits
    $0 + $29,669 related
    Filer's total
    $0 + $644,044 related

  • Jeffrey Schmeltekopf

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rodrick Robinson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Timothy Owens

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pamela Linton

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa Hultz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Wendy Hermes JD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Grant Teegarden

    Secretary

    Total calculated
    $706,956
    From this org
    $0
    From related orgs
    $619,697
    Other
    $87,259
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,008 related
    Bonus
    $0 + $250,251 related
    Other
    $0 + $17,438 related
    Deferred
    $0 + $57,804 related
    Nontaxable benefits
    $0 + $29,456 related
    Filer's total
    $0 + $706,957 related

  • Jennifer Mitzner

    Treasurer

    Total calculated
    $3,754,144
    From this org
    $0
    From related orgs
    $3,469,395
    Other
    $284,749
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,521,563 related
    Bonus
    $0 + $1,905,350 related
    Other
    $0 + $42,482 related
    Deferred
    $0 + $255,315 related
    Nontaxable benefits
    $0 + $29,433 related
    Filer's total
    $0 + $3,754,143 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4b
Supplemental Nonqualified Retirement Plan: 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: Grant Teegarden, Jennifer Mitzner, and Amy Wilson, M.D.
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.

  • Arlington Ortho & Spine Hospital LLC

    Hospital · TX

  • Baylor Affiliated Services LLC

    Related · Benefit Plans · TX · 99% owned · general or managing partner

    Directly controlled by Baylor Health Care System

  • Baylor Heart and Vascular Center LLP

    Specialty Hospital · TX

  • Baylor Surgicare at Granbury LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Mansfield LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Plano Parkway LLC

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at Plano LLC

    Ambulatory Surgery Center · TX

  • Bellaire Outpatient Surgery Center LLP

    Ambulatory Surgery Center · TX

  • BIR JV LLP

    Rehabilitation Hospitals · TX

  • BTDI JV LLP

    Outpatient Imaging Centers · TX

  • Dallas Surgical Partners LLC

    Ambulatory Surgery Center · TX

  • Denton Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • Desoto Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • EBD JV LLP

    Free Standing Emergency Hospitals · TX

  • Frisco Medical Center LLP

    Hospital · TX

  • Ft Worth Surgicare Partners Ltd

    Hospital · TX

  • Garland Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • Grapevine Surgicare Partners Ltd

    Ambulatory Surgery Center · TX

  • HealthTexas Provider Network-Gastro Serv LLP

    Ambulatory Surgery Center · TX

  • Heritage Park Surgical Hospital LLC

    Hospital · TX

  • Irving Coppell Surgical Hospital LLP

    Hospital · TX

  • Lone Star Endoscopy Center LLC

    Ambulatory Surgery Center · TX

  • MEDCO Construction LLC

    Related · Inactive · TX · 65% owned · general or managing partner

    Directly controlled by Baylor Health Care System

  • Metrocrest Surgery Center LP

    Ambulatory Surgery Center · TX

  • MSH Partners LLC

    Hospital · TX

  • North Central Surgical Center LLP

    Hospital · TX

  • North Garland Surgery Center LLP

    Ambulatory Surgery Center · TX

  • Park Cities Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Physicians Surgical Center of Ft Worth LLP

    Ambulatory Surgery Center · TX

  • Rockwall Ambulatory Surgery Center LLP

    Ambulatory Surgery Center · TX

  • Surgery Center of Richardson Phys Pship LP

    Inactive · TX

  • Texas Endoscopy Centers LLC

    Ambulatory Surgery Center · TX

  • Texas Health Ventures Group LLC

    Holds interests in ASCs/ Short Stay Hospitals · TX

  • Texas Heart Hospital of the Southwest LLC

    Specialty Hospital · TX

  • THVG Bariatric LLC

    Holds interests in Ambulatory Surgery Centers · TX

  • Trophy Club Medical Center LP

    Hospital · TX

  • Tuscan Surgery Center at Las Colinas LLC

    Ambulatory Surgery Center · TX

  • University Surgical Partners of Dallas LLP

    Ambulatory Surgery Center · TX

  • Baylor Surgicare at North Dallas LLC

    Ambulatory Surgery Center · TX

  • BT East Dallas JV LLP

    Former Hospital/Wind Down · TX

  • BT Garland JV LLP

    Former Hospital/Wind Down · TX

  • Blue Stone JV LLP

    Outpatient Imaging Centers · TX

  • Baylor Surgicare at Baylor Plano LLC

    Ambulatory Surgery Center · TX

  • Blue Stone Frisco JV LLP

    Outpatient Imaging Centers · TX

  • Centennial ASC LLC

    Ambulatory Surgery Center · TX

  • Texas Regional Medical Center LLC

    Hospital · TX

  • Texas Spine and Joint Hospital LLC

    Hospital · TX

  • Baylor Surgicare at Blue Star LLC

    Ambulatory Surgery Center · TX

  • SurgCenter of Plano LLC

    Ambulatory Surgery Center · TX

  • Bear Creek Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Baylor Scott & White Surgicare at Weatherford LLC

    Ambulatory Surgery Center · TX

  • SurgCenter of Greater Dallas LLC

    Ambulatory Surgery Center · TX

  • Oak Point Surgical Suites LLC

    Ambulatory Surgery Center · TX

  • BSW Home Recovery Care LLC

    Home Care Services · TX

  • Sherman Endoscopy LLC

    Ambulatory Surgery Center · TX

  • Baylor Scott & White Surgicare Waxahachie LLC

    Ambulatory Surgery Center · TX

  • NextCare Texas JV LLC

    Urgent Care Centers · TX

  • Cityview Surgery Center LLC

    Ambulatory Surgery Center · TX

  • Baylor Scott & White Health MedEquip LLC

    DME · TX

Related corporations and trusts

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

  • Baylor Quality Health Care Alliance LLC

    C · ACO · TX · controlled entity

  • Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc

    C · Condo Association · TX · controlled entity

  • Baylor Med Ctr at Grapevine Condo Owners Association Inc

    C · Condo Association · TX · controlled entity

  • BUMCRoberts Condominium Owners Association Inc

    C · Condo Association · TX · controlled entity

  • Baylor Scott & White Health Enterprises Inc

    C · Pharmacy · TX

  • Baylor Health Network Inc

    C · Inactive · TX · controlled entity

  • Baylor Scott & White Insurance Company

    C · Insurance · TX · controlled entity

  • Baylor Scott & White Assurance SPC

    C · Investment · CJ · controlled entity

  • Charitable Lead Trusts (2)

    T · Investment · TX

  • Charitable Remainder Trusts (48)

    T · Investment · TX

  • BMP Incorporated

    C · Post Office · TX · controlled entity

  • SHA LLC

    C · HMO · TX · controlled entity

  • Southwest Life & Health Insurance Company

    C · Insurance · TX · controlled entity

  • APN

    C · Inactive · TX · controlled entity

  • Spine & Joint Physician Associates

    C · Inactive · TX · controlled entity

  • Texas Heart Hospital of the Southwest Provider Group

    C · Physician Group · TX · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202611349349310656

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