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← BAYLOR SCOTT & WHITE MEDICAL CENTERS - GREATER NORTH TEXAS

Form 990 for tax year 2024

Filed by BAYLOR SCOTT & WHITE MEDICAL CENTERS - GREATER NORTH TEXAS.

Totals

Total revenue
$400,295,773
Total expenses
$318,483,337
Contributions and grants received
$4,611,135
Grants paid
$4,685,290
Program services expenses (Part IX)
$277,554,480
Management and general expenses
$40,928,857
Fundraising expenses
$0
Program service expenses (Part III)
$277,554,480

Program services were 87.1% 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
    $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

  • Harry Neil Dugger

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Schmeltekopf

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa Hultz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Marissa Hernandez

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Pamela Linton

    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

  • Wendy Hermes JD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Aaron Rowe

    VP CFO - McKinney

    Total calculated
    $369,192
    From this org
    $338,683
    From related orgs
    $0
    Other
    $30,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,972
    Bonus
    $67,948
    Other
    $21,763
    Deferred
    $13,895
    Nontaxable benefits
    $16,614
    Filer's total
    $369,192

  • Grant Teegarden

    Secretary

    Total calculated
    $706,957
    From this org
    $0
    From related orgs
    $619,697
    Other
    $87,260
    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

  • Heather Jones

    VP CFO - PGA (eff. 01/01/2025)

    Total calculated
    $314,247
    From this org
    $0
    From related orgs
    $291,489
    Other
    $22,758
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,741 related
    Bonus
    $0 + $69,786 related
    Other
    $0 + $17,962 related
    Deferred
    $0 + $11,359 related
    Nontaxable benefits
    $0 + $11,399 related
    Filer's total
    $0 + $314,247 related

  • Jerri Garison

    President/CEO

    Total calculated
    $1,674,791
    From this org
    $0
    From related orgs
    $1,633,718
    Other
    $41,073
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $703,796 related
    Bonus
    $0 + $775,083 related
    Other
    $0 + $154,839 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $23,823 related
    Filer's total
    $0 + $1,674,791 related

  • Brian Lauer

    VP COO-McKinney

    Total calculated
    $297,433
    From this org
    $259,596
    From related orgs
    $0
    Other
    $37,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,163
    Bonus
    $53,253
    Other
    $180
    Deferred
    $10,818
    Nontaxable benefits
    $27,019
    Filer's total
    $297,433

  • Christin Timmons

    VP CNO- PGA (eff. 01/01/2025)

    Total calculated
    $324,069
    From this org
    $0
    From related orgs
    $294,392
    Other
    $29,677
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,380 related
    Bonus
    $0 + $71,683 related
    Other
    $0 + $329 related
    Deferred
    $0 + $11,587 related
    Nontaxable benefits
    $0 + $18,090 related
    Filer's total
    $0 + $324,069 related

  • Eric Beshires MD

    Chief Medical Officer - PGA

    Total calculated
    $511,899
    From this org
    $0
    From related orgs
    $460,572
    Other
    $51,327
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,382 related
    Bonus
    $0 + $101,745 related
    Other
    $0 + $1,445 related
    Deferred
    $0 + $16,487 related
    Nontaxable benefits
    $0 + $34,840 related
    Filer's total
    $0 + $511,899 related

  • Jacob Gebhart

    President BSWMC -PGA(eff. 01/13/25)

    Total calculated
    $865,799
    From this org
    $0
    From related orgs
    $778,244
    Other
    $87,555
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,784 related
    Bonus
    $0 + $399,503 related
    Other
    $0 + $11,957 related
    Deferred
    $0 + $58,394 related
    Nontaxable benefits
    $0 + $29,161 related
    Filer's total
    $0 + $865,799 related

  • Jeffrey Kerr MD

    Chief Medical Officer - McKinney

    Total calculated
    $520,913
    From this org
    $466,239
    From related orgs
    $0
    Other
    $54,674
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,135
    Bonus
    $95,347
    Other
    $1,757
    Deferred
    $17,250
    Nontaxable benefits
    $37,424
    Filer's total
    $520,913

  • Tim Bowen

    President McKinney

    Total calculated
    $767,635
    From this org
    $669,358
    From related orgs
    $0
    Other
    $98,277
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,467
    Bonus
    $225,095
    Other
    $22,796
    Deferred
    $68,736
    Nontaxable benefits
    $29,541
    Filer's total
    $767,635

  • Trang Nguyen

    VP CNO-McKinney

    Total calculated
    $355,087
    From this org
    $311,865
    From related orgs
    $0
    Other
    $43,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,033
    Bonus
    $64,574
    Other
    $258
    Deferred
    $13,205
    Nontaxable benefits
    $30,017
    Filer's total
    $355,087

  • Ami Patel

    Dir Strategic Initiatives

    Total calculated
    $232,134
    From this org
    $110,816
    From related orgs
    $83,881
    Other
    $37,437
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $71,418 + $83,812 related
    Bonus
    $39,342
    Other
    $56 + $69 related
    Deferred
    $3,792 + $4,587 related
    Nontaxable benefits
    $11,490 + $17,569 related
    Filer's total
    $126,098 + $106,037 related

  • Grace Poon

    Dir Pharmacy

    Total calculated
    $287,390
    From this org
    $255,034
    From related orgs
    $0
    Other
    $32,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,584
    Bonus
    $55,115
    Other
    $335
    Deferred
    $10,525
    Nontaxable benefits
    $21,831
    Filer's total
    $287,390

  • Jennifer Wolfe-Pearce

    Dir Clinical Informatics

    Total calculated
    $222,942
    From this org
    $200,756
    From related orgs
    $0
    Other
    $22,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,489
    Bonus
    $33,924
    Other
    $343
    Deferred
    $8,674
    Nontaxable benefits
    $13,512
    Filer's total
    $222,942

  • Nicole Hodges

    Director Nursing

    Total calculated
    $235,118
    From this org
    $213,888
    From related orgs
    $0
    Other
    $21,230
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,670
    Bonus
    $35,807
    Other
    $411
    Deferred
    $9,156
    Nontaxable benefits
    $12,075
    Filer's total
    $235,119

  • Susan Karoll

    Dir HIM Operations

    Total calculated
    $220,449
    From this org
    $194,432
    From related orgs
    $0
    Other
    $26,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,219
    Bonus
    $38,017
    Other
    $1,196
    Deferred
    $8,225
    Nontaxable benefits
    $17,792
    Filer's total
    $220,449

  • Dan Rich

    Former Officer

    Total calculated
    $577,288
    From this org
    $0
    From related orgs
    $534,008
    Other
    $43,280
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,943 related
    Bonus
    $0 + $121,165 related
    Other
    $0 + $24,900 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $26,030 related
    Filer's total
    $0 + $577,288 related

  • Kyle Armstrong

    Former Officer

    Total calculated
    $1,688,142
    From this org
    $0
    From related orgs
    $1,539,054
    Other
    $149,088
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $679,520 related
    Bonus
    $0 + $823,994 related
    Other
    $0 + $35,540 related
    Deferred
    $0 + $116,002 related
    Nontaxable benefits
    $0 + $33,086 related
    Filer's total
    $0 + $1,688,142 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

  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 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
Travel for companions - The organization reimburses eligible employees and board members certain reasonable travel expenses associated with spousal travel where the spouses's presence is important to the event. These events may include, for example, board meetings, business meetings, and award ceremonies approved by the BSW Health's CEO, COO or CFO. All spousal travel reimbursements are treated as taxable compensation. One of the person listed in Part VII, Section A received this benefit during the tax year. Tax indemnification and gross up payments - The organization provides tax indemnification where the BSW Health's 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. Three 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. One person listed in the Form 990, Part VII, Section A, received these benefits during the tax year.
Part I, Line 3
Process for determining compensation: The organization, a controlled affiliate of BSW Health, 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 BSW Health 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 BSW Health Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by BSW Health, 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 BSW Health 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
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, Jerri Garison ($103,460), Kyle Armstrong, Jacob Gebhart, Amy Wilson, M.D., and Tim Bowen.
Part I, Line 7
The organization has adopted and implemented BSW Health's, 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 Health's governing body. Payout levels are based upon a combination of system, entity, and region performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Health's governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. Also, select officers, as designated by BSW Health's governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize the key senior leaders' value and contribution to BSWH as well as align their compensation to the long term strategy of BSWH. Performance targets are based upon a percentage of the participant's base salary and are developed by independent third party expert(s) using market competitive data within the guides of reasonableness. The plan is based on BSWH's three-year performance against its peers, determined based on peer rankings or percentile rankings in quality, patient satisfaction and financial performance. At the end of three years, awards are approved by BSW Health's governing body for participants.
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.

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.5
Source object
202601349349306780

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