Form 990 for tax year 2023
Filed by SOUTHERN SECTOR HEALTH INITIATIVE.
Totals
- Total revenue
- $6,885,463
- Total expenses
- $6,968,241
- Contributions and grants received
- $6,796,781
- Grants paid
- $0
- Program service revenue
- $108,403
- Investment income
- $0
- Other revenue
- -$19,721
- Total assets, end of year
- $2,631,596
- Total liabilities, end of year
- $404,659
- Net assets or fund balances, end of year
- $2,226,937
- Program services expenses (Part IX)
- $5,936,753
- Management and general expenses
- $1,031,488
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $5,936,753
Program services were 85.2% 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.
-
1d · Related organizations
$6,796,781
-
2a · Program service revenue: Community Education
total $108,403 · related or exempt $108,403
-
10a · Gross sales of inventory
$38,415
-
10b · Cost of goods sold
$58,136
-
10c · Net income from sales of inventory
total -$19,721 · related or exempt -$19,721
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $414,391 · program services $290,074 · management and general $124,317
-
6 · Compensation of disqualified persons
total $17,143 · program services $17,143
-
7 · Other salaries and wages
total $3,072,595 · program services $2,927,848 · management and general $144,747
-
8 · Pension plan contributions
total $133,673 · program services $127,376 · management and general $6,297
-
9 · Other employee benefits
total $557,481 · program services $531,219 · management and general $26,262
-
10 · Payroll taxes
total $287,093 · program services $274,959 · management and general $12,134
-
11d · Fees: lobbying
total $1,665 · management and general $1,665
-
11g · Fees: other
total $1,046,429 · program services $333,467 · management and general $712,962
-
12 · Advertising and promotion
total $69,427 · program services $69,427
-
13 · Office expenses
total $74,037 · program services $73,287 · management and general $750
-
14 · Information technology
total $359,982 · program services $359,982
-
16 · Occupancy
total $268,747 · program services $268,747
-
17 · Travel
total $48,844 · program services $48,685 · management and general $159
-
19 · Conferences, conventions and meetings
total $6,244 · program services $6,244
-
22 · Depreciation, depletion and amortization
total $227,721 · program services $227,721
-
23 · Insurance
total $894 · management and general $894
-
24a · Other expenses: Non Medical Supplies
total $247,172 · program services $247,147 · management and general $25
-
24b · Other expenses: Special Functions
total $91,369 · program services $91,369
-
24c · Other expenses: Medical Supplies
total $37,799 · program services $37,799
-
24d · Other expenses: Dues and Memberships
total $3,511 · program services $3,511
-
24e · All other expenses
total $2,024 · program services $748 · management and general $1,276
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,050 · end of year $1,050
-
2 · Savings and temporary cash investments
beginning of year $297,409 · end of year $385,478
-
4 · Accounts receivable
end of year $1,907
-
10a · Land, buildings and equipment: cost or other basis
$4,244,880
-
10b · Land, buildings and equipment: accumulated depreciation
$3,362,914
-
10c · Land, buildings and equipment, net
beginning of year $1,074,239 · end of year $881,966
-
15 · Other assets
beginning of year $2,213,407 · end of year $1,361,195
-
17 · Accounts payable and accrued expenses
beginning of year $413,980 · end of year $404,659
-
27 · Net assets without donor restrictions
beginning of year $958,718 · end of year $865,742
-
28 · Net assets with donor restrictions
beginning of year $2,213,407 · end of year $1,361,195
Mission and programs · 2023
Mission
Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities.
Activities or mission (Part I)
Faith based community health and wellness center providing exemplary patient care to people with diabetes by creating a new care model focused on health care, education, and research in South Dallas.
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See Schedule OSouthern Sector Health Initiative (SSHI) operates under its dba name, the Baylor Scott & White Health and Wellness Center at Juanita J Craft Recreation Center (BSW HWC), formerly known as the Diabetes Health and Wellness Institute at the Juanita J. Craft Recreation Center. BSW HWC is located in southern Dallas and serves a population comprising 60% African-Americans and 40% Hispanics. SSHI is organized to improve care for people with chronic conditions, including diabetes, by operating a new care model focused on clinical care, education and wellness in South Dallas. The Center, a public-private partnership between Baylor Scott & White Health and the City of Dallas, took on the challenge of the alarming growth rate of diabetes in the southern sector. The strategy included addressing the social and physical determinants that affect population health, and the removal or reduction of various barriers to health improvements in this community. Building an atmosphere of inclusion, fostering trust, credibility, culture, adaptability, and commitment was needed to accomplish this task. SSHI is 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 52 hospitals, 632 specialty care clinics, 260 outpatient clinics, 164 primary care clinics, 29 pharmacies, 30 ambulatory surgery centers, 62 urgent care clinics, and more than 7,200 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 over 1,200,000 lives.As stated in its Mission Statement "Founded as a Christian Ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. The Ambition Statement is "to be the trusted leader, educator, and innovator in value-based care delivery, customer experience and affordability". The BSWH vision is: "To be the most trusted name in giving and receiving safe, quality, compassionate healthcare."The initial vision statement of BSW HWC, laid the foundation for shaping a care model fulfilling the mission - "improving the lives of people with diabetes by creating a new care model focused on health care, education and research". The platform to achieve the vision required forward-thinking leaders whose adherence to the stated vision and careful selection of a Board of Trustees set BSW HWC on a course to create a diabetes 'Center of Excellence' for the southern sector Dallas community. Core Principles for this new model of care included: 1) Trust: To build a foundation of trust with community members and community organizations, 2) Partners: To work alongside community organizations and residents of south Dallas as collaborative partners together in developing programs and services, 3) Empowerment: To develop programs and services that enable residents to have better control of their health and their health outcomes so that healthy behaviors are woven into the fabric of the community, 4) Support: To provide preventative and health management resources to help the community to grow healthier and get better, 5) Culture: To consider and seek to understand the culture of the community addressing their health and wellness needs, and 6) Access: To provide access to clinical care, preventive health and wellness programs.The success of BSW HWC was insured through the infusion of the voice of the community, a voice crucial to the acceptance and success of the programs and services developed to achieve the vision. The voice of the community is incorporated by key stakeholders via the Centers' Ministerial Advisory Board (MAB) and Community Advisory Board (CAB), which where both established at inception of the facility. The collective advisory board members, community collaborative partners, non-profit and faith-based organizations that have engaged with the center now comprises of over 145 organizations.BSW HWC's integrative care model includes an on-site physician and nurse practitioner, visiting medical specialists, referral coordinators for specialty and ancillary care, diabetes management educators, access to affordable chronic disease and diabetes medications, nutrition and healthy cooking classes and physical activity programs including aerobics, walking clinics and weight training. One analysis (of a five-year study) showed a 21% reduction in emergency room use among a sample of BSW HWC members using a pre/post-enrollment comparison. A 37% reduction was shown for inpatient visits among a sample of BSW HWC members using the same pre/post-enrollment comparison and the data was published in Health Affairs. This publication set a precedent for continued best practices around the BCW HWC model of care that promotes access to care, nutrition and physical activity as prevention and empowerment strategies to ensure health improvements over time. The BSW HWC enlists the assistance of Community Health Workers (CHW), also known as Diabetes PEERS (Prevention, Empowerment, Education, Resources, Support). These trained community members act as mediators between health care, social services and the community to assist with outreach, patient navigation/follow-up, community health education/information, informal counseling, social support, advocacy and participation in clinical research. The Diabetes PEERS program allows the BSW HWC to tackle the myths about chronic diseases including diabetes and provides education and support in the prevention and management of chronic disease in high-risk communities. BSW HWC provides 160 hours of fee-based CHW and Instructor training and CHW Continuing Education Units (CEUs) certified by the State of Texas and approved by the Texas Department of State Health Services.In 2024, BSW HWC Farm Stands also had 4,667 encounters offering pre-bagged produce items as well as healthy recipes with tasting samples to patrons with the goal of promoting healthy cooking and eating at home. Membership growth continues, and the efforts have paid huge dividends for this underserved population, with more than 10,067 members. BSW HWC increased its impact in the community, where its cumulative outreach encounters reached 243,025. The BSW HWC Research outreach team also completed 2,114 preventative health screenings in the community to help support on their health journey.BSW HWC is among the few programs in Texas fully recognized by the Centers for Disease Control for its Diabetes Prevention Programs which received a five-year (2023-2028) CDC Full Plus Recognition and recognized among top Community Health Worker (CHW) Training Programs in the DFW Metroplex, with state certification, graduating over 765 students. In addition to this recognition, national and local awards include: the Healthcare Leadership Council's Wellness Frontiers Award for its public-private partnership with the City of Dallas; the American Hospital Associations' Nova Award for community-based innovation; and the D CEO Magazines' Excellence in Healthcare Achievement in Community Outreach, Achievement in Wellness Programs and finalist for Outstanding Healthcare Collaboration; The Morehouse School of Medicine, National Center for Primary Care Partnership for Diabetes Health Equity Award. Recently, the center has received American Heart Association Awards: 2024 Target: BP Gold Plus Status Award (for achieving 70% or greater blood pressure control and committing to accurate measurement among adult patients); 2024 Target: Type 2 Diabetes Gold Status Award (for submitting impressive data on HbA1v in patients with diabetes and maintaining 70% or greater adherence to one of the cardiovascular-focused clinical measures; for improving quality of care for patients with type 2 diabetes and cardiovascular risk factors by adopting clinical change and using evidence-based strategies and tools); 2024 Target BP Participant Award (for committing to decreasing the number of Americans living with uncontrolled blood pressure). The recognition is jointly presented by the American Heart Association and the America Medical Association. BSW HWC has established itself as an incubator for population health with a goal to improve the health of the city one person, one family, and one community at a time.
Expenses $5,936,753 · Revenue $88,682
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
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Amy Wilson MD
Director
- Total calculated
- $599,189
- From this org
- $0
- From related orgs
- $554,000
- Other
- $45,189
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $419,682 related
- Bonus
- $0 + $132,087 related
- Other
- $0 + $2,231 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $28,689 related
- Filer's total
- $0 + $599,189 related
-
Dennis Cail III
Director
- Total calculated
- $0
- Hours/week
- 1
-
David H Cain
Director/Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Ron E Calhoun MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Debbie Dennis
Director/Chair
- Total calculated
- $0
- Hours/week
- 1
-
Robert Estrada
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lelious Johnson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sharon King
Director/Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Yolanda Lawson MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cheletta Watkins
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tiffinni A Young
Director/Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Jason Whitfield
VP CFO
- Total calculated
- $1,046,988
- From this org
- $0
- From related orgs
- $1,006,193
- Other
- $40,795
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $397,015 related
- Bonus
- $0 + $123,096 related
- Other
- $0 + $486,082 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $24,295 related
- Filer's total
- $0 + $1,046,988 related
-
Venita Owens
President
- Total calculated
- $352,466
- From this org
- $311,696
- From related orgs
- $0
- Other
- $40,770
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $235,786
- Bonus
- $74,811
- Other
- $1,099
- Deferred
- $12,496
- Nontaxable benefits
- $28,274
- Filer's total
- $352,466
-
Andrea Harris
Director Operations
- Total calculated
- $176,007
- From this org
- $167,773
- From related orgs
- $0
- Other
- $8,234
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,631
- Bonus
- $32,458
- Other
- $684
- Deferred
- $6,793
- Nontaxable benefits
- $1,441
- Filer's total
- $176,007
-
Kevin Sykes
Director Clinical Research
- Total calculated
- $144,944
- From this org
- $123,531
- From related orgs
- $0
- Other
- $21,413
- Hours/week
- 40
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. One person 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
- 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: Jason Whitfield.
- 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
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.
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501(c)(3) · Fundraising · TX · controlled entity
Directly controlled by Baylor All Saints Medical Center
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Baylor All Saints Medical Center
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
501(c)(3) · Management Services · TX · controlled entity
Directly controlled by Baylor Scott & White Holdings
-
Baylor Health Care System Employee Benefit Trust
501(c)(9) · VEBA · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Baylor Health Care System Foundation
501(c)(3) · Fundraising · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Baylor Institute for Rehabilitation at Gaston Episcopal Hosp
501(c)(3) · Rehabilitation Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Baylor Medical Center at Carrollton
501(c)(3) · Former Hospital/Wind Down · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Baylor Medical Center at Irving
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Baylor Medical Center at Waxahachie
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Baylor Scott & White Medical Centers-Greater North Texas
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Baylor Regional Medical Center at Grapevine
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Baylor Regional Medical Center at Plano
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
501(c)(3) · Research · TX · controlled entity
Directly controlled by Baylor Health Care System
-
501(c)(3) · Management Services · TX · controlled entity
Directly controlled by Baylor Scott & White Holdings
-
501(c)(3) · Parent · TX
-
Baylor University Medical Center
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
501(c)(3) · Physician Services · TX · controlled entity
Directly controlled by Baylor Health Care System
-
Hillcrest Baptist Medical Center
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Scott & White Memorial Hospital
-
Hillcrest Family Health Center
501(c)(3) · Physician Services · TX · controlled entity
Directly controlled by Hillcrest Baptist Medical Center
-
501(c)(3) · Physician Services · TX · controlled entity
Directly controlled by Hillcrest Baptist Medical Center
-
501(c)(3) · Fundraising · TX · controlled entity
Directly controlled by Baylor Medical Center at Irving
-
501(c)(3) · Physician Services · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
Scott & White Continuing Care Hospital
501(c)(3) · Long Term Acute Care Hospital · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
501(c)(3) · Emergency Transport · TX · controlled entity
Directly controlled by Scott & White Memorial Hospital
-
Scott & White Foundation-Brenham
501(c)(3) · Fundraising · TX · controlled entity
Directly controlled by Scott & White Hospital-Brenham
-
501(c)(4) · HMO · TX · controlled entity
Directly controlled by Baylor Scott & White Holdings
-
501(c)(3) · Management Services · TX · controlled entity
Directly controlled by Baylor Scott & White Holdings
-
Scott & White Healthcare Foundation
501(c)(3) · Fundraising · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
Scott & White Hospital-Brenham
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
Scott & White Hospital-College Station
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
Scott & White Hospital-Marble Falls
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
Scott & White Hospital-Round Rock
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
Scott & White Memorial Hospital
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Scott & White Healthcare
-
Baylor Scott & White Medical Centers-Capitol Area
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Scott & White Health
-
Century Integrated Partners Inc
501(c)(3) · Physician Services/Emergency Care · TX · controlled entity
Directly controlled by Baylor University Medical Center
-
Baylor Scott & White Medical Center - Centennial
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
-
501(c)(4) · HMO · TX · controlled entity
Directly controlled by Scott and White Health Plan
-
Lake Pointe Operating Company LLC
501(c)(3) · Hospital · TX · controlled entity
Directly controlled by Baylor Health Care System
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.
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Arlington Ortho & Spine Hospital LLC
Hospital · TX
-
Baylor Affiliated Services LLC
Benefit Plans · TX
-
Baylor Heart and Vascular Center LLP
Specialty Hospital · TX
-
Baylor Surgicare at Baylor Plano LLC
Ambulatory Surgery Center · TX
-
Baylor Surgicare at Blue Star LLC
Ambulatory Surgery Center · TX
-
Baylor Surgicare at Granbury LLC
Ambulatory Surgery Center · TX
-
Baylor Surgicare at Mansfield LLC
Ambulatory Surgery Center · TX
-
Baylor Surgicare at North Dallas 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
-
Blue Stone Frisco JV LLP
Outpatient Imaging Centers · TX
-
Blue Stone JV LLP
Outpatient Imaging Centers · TX
-
BT East Dallas JV LLP
Former Hospital/Wind Down · TX
-
BT Garland JV LLP
Former Hospital/Wind Down · TX
-
BTDI JV LLP
Outpatient Imaging Centers · TX
-
Centennial ASC LLC
Ambulatory Surgery Center · 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
Inactive · TX
-
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 LLP
Specialty Hospital · TX
-
Texas Regional Medical Center LLC
Hospital · TX
-
Texas Spine and Joint Hospital LLC
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
-
SurgCenter of Plano LLC
Ambulatory Surgery Center · TX
-
Bear Creek Surgery Center LLC
Ambulatory Surgery Center · TX
-
Gateway Diagnostic JV LLC
Outpatient Imaging Centers · 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
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc
C · Condo Association · TX · controlled entity
-
Baylor Scott & White Health Enterprises Inc
C · Pharmacy · TX · controlled entity
-
Baylor Health Network Inc
C · Inactive · TX · controlled entity
-
Baylor Med Ctr at Grapevine Condo Owners Association Inc
C · Condo Association · TX · controlled entity
-
Baylor Quality Health Care Alliance LLC
C · ACO · TX · controlled entity
-
Baylor Scott & White Assurance SPC
C · Investment · CJ · controlled entity
-
BMP Incorporated
C · Post Office · TX · controlled entity
-
BUMCRoberts Condominium Owners Association Inc
C · Condo Association · TX · controlled entity
-
Charitable Lead Trusts (3)
T · Investment · TX
-
Charitable Remainder Trusts (48)
T · Investment · TX
-
Baylor Scott & White Insurance Company
C · Insurance · 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
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531339349305428
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.