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Nonprofiteer
← SCOTT & WHITE HOSPITAL

Form 990 for tax year 2023

Filed by SCOTT & WHITE HOSPITAL.

Totals

Total revenue
$145,397,975
Total expenses
$135,721,142
Contributions and grants received
$2,686,629
Grants paid
$5,700
Program service revenue
$142,145,367
Investment income
$327,073
Other revenue
$238,906
Total assets, end of year
$104,963,379
Total liabilities, end of year
$98,784,908
Net assets or fund balances, end of year
$6,178,471
Program services expenses (Part IX)
$116,773,681
Management and general expenses
$18,947,461
Fundraising expenses
$0
Program service expenses (Part III)
$116,773,681

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Arundhati Rao MD PhD

    Trustee

    Total calculated
    $1,093,825
    From this org
    $0
    From related orgs
    $1,063,348
    Other
    $30,477
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,749 related
    Bonus
    $0 + $261,745 related
    Other
    $0 + $231,854 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $13,977 related
    Filer's total
    $0 + $1,093,825 related

  • Mark Montgomery MD

    Trustee

    Total calculated
    $914,829
    From this org
    $0
    From related orgs
    $860,243
    Other
    $54,586
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $754,956 related
    Bonus
    $0 + $67,034 related
    Other
    $0 + $38,253 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $28,186 related
    Filer's total
    $0 + $914,829 related

  • Angel Caldera MD

    Trustee

    Total calculated
    $834,199
    From this org
    $0
    From related orgs
    $769,618
    Other
    $64,581
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $742,893 related
    Bonus
    $0 + $2,219 related
    Other
    $0 + $24,506 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $28,281 related
    Filer's total
    $0 + $834,199 related

  • Dominic Lucia MD

    Trustee

    Total calculated
    $590,220
    From this org
    $0
    From related orgs
    $525,029
    Other
    $65,191
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,209 related
    Bonus
    $0 + $29,165 related
    Other
    $0 + $48,655 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $28,891 related
    Filer's total
    $0 + $590,220 related

  • Tresa McNeal MD

    Trustee

    Total calculated
    $527,092
    From this org
    $0
    From related orgs
    $473,349
    Other
    $53,743
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $470,904 related
    Bonus
    $0 + $1,675 related
    Other
    $0 + $770 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $17,443 related
    Filer's total
    $0 + $527,092 related

  • Aval-Na'Ree Green MD

    Trustee

    Total calculated
    $448,184
    From this org
    $0
    From related orgs
    $380,684
    Other
    $67,500
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,385 related
    Bonus
    $0 + $1,691 related
    Other
    $0 + $608 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $31,200 related
    Filer's total
    $0 + $448,184 related

  • Mark English MD

    Trustee

    Total calculated
    $441,404
    From this org
    $0
    From related orgs
    $386,088
    Other
    $55,316
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,924 related
    Bonus
    $0 + $15,769 related
    Other
    $0 + $12,395 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $28,916 related
    Filer's total
    $0 + $441,404 related

  • Muralidhar Jatla MD

    Trustee

    Total calculated
    $420,931
    From this org
    $0
    From related orgs
    $356,894
    Other
    $64,037
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,723 related
    Bonus
    $0
    Other
    $0 + $23,171 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $27,737 related
    Filer's total
    $0 + $420,931 related

  • Thomas Burdett

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Louis S Casey Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bill DiGaetano

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Morris E Foster

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Donald R Grobowsky

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jim Kruse

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Andra Roth Liemandt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Terry Maness

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Drayton McLane III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • William Rogers

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Nelda Trevino

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa L Havens

    Secretary

    Total calculated
    $2,645,873
    From this org
    $0
    From related orgs
    $2,194,189
    Other
    $451,684
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $796,773 related
    Bonus
    $0 + $933,962 related
    Other
    $0 + $463,454 related
    Deferred
    $0 + $434,740 related
    Nontaxable benefits
    $0 + $16,944 related
    Filer's total
    $0 + $2,645,873 related

  • Tim Ols

    President/CEO

    Total calculated
    $1,198,344
    From this org
    $1,001,710
    From related orgs
    $0
    Other
    $196,634
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,291
    Bonus
    $382,034
    Other
    $287,385
    Deferred
    $172,265
    Nontaxable benefits
    $24,369
    Filer's total
    $1,198,344

  • April Bachmann

    Director Finance

    Total calculated
    $226,970
    From this org
    $207,853
    From related orgs
    $0
    Other
    $19,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,460
    Bonus
    $40,768
    Other
    $625
    Deferred
    $8,552
    Nontaxable benefits
    $10,565
    Filer's total
    $226,970

  • Melvin Lau MD

    Associate CMO

    Total calculated
    $572,318
    From this org
    $0
    From related orgs
    $502,404
    Other
    $69,914
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $477,221 related
    Bonus
    $0 + $1,775 related
    Other
    $0 + $23,408 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $33,614 related
    Filer's total
    $0 + $572,318 related

  • Kelly Mullis

    VP Patient Care

    Total calculated
    $260,601
    From this org
    $231,369
    From related orgs
    $0
    Other
    $29,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,569
    Bonus
    $54,324
    Other
    $20,476
    Deferred
    $9,277
    Nontaxable benefits
    $19,955
    Filer's total
    $260,601

  • Santa Maria Bacay

    RN Charge

    Total calculated
    $221,194
    From this org
    $189,235
    From related orgs
    $0
    Other
    $31,959
    Hours/week
    47

    Schedule J breakdown matched by us

    Base
    $173,311
    Bonus
    $15,767
    Other
    $157
    Deferred
    $6,025
    Nontaxable benefits
    $25,934
    Filer's total
    $221,194

  • Adrienne Monroe

    Pharmacist

    Total calculated
    $210,539
    From this org
    $190,312
    From related orgs
    $0
    Other
    $20,227
    Hours/week
    47

    Schedule J breakdown matched by us

    Base
    $189,614
    Bonus
    $528
    Other
    $170
    Deferred
    $7,881
    Nontaxable benefits
    $12,346
    Filer's total
    $210,539

  • Tava Fogle

    Manager Nursing OR

    Total calculated
    $187,159
    From this org
    $161,602
    From related orgs
    $0
    Other
    $25,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,390
    Bonus
    $7,418
    Other
    $5,794
    Deferred
    $8,040
    Nontaxable benefits
    $17,517
    Filer's total
    $187,159

  • Autumn Mcniel

    Director Nursing

    Total calculated
    $184,485
    From this org
    $171,620
    From related orgs
    $0
    Other
    $12,865
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,151
    Bonus
    $13,778
    Other
    $13,691
    Deferred
    $8,112
    Nontaxable benefits
    $4,753
    Filer's total
    $184,485

  • Cara Jennings

    Director Operations - Clinics

    Total calculated
    $180,355
    From this org
    $163,032
    From related orgs
    $0
    Other
    $17,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,584
    Bonus
    $28,340
    Other
    $108
    Deferred
    $6,979
    Nontaxable benefits
    $10,344
    Filer's total
    $180,355

  • Jennie Campbell

    Former Officer

    Total calculated
    $336,960
    From this org
    $0
    From related orgs
    $294,001
    Other
    $42,959
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,266 related
    Bonus
    $0 + $69,397 related
    Other
    $0 + $338 related
    Deferred
    $0 + $12,053 related
    Nontaxable benefits
    $0 + $30,906 related
    Filer's total
    $0 + $336,960 related

  • Paul Cook MD

    Former Key Employee

    Total calculated
    $1,163,752
    From this org
    $0
    From related orgs
    $1,115,321
    Other
    $48,431
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $472,017 related
    Bonus
    $0 + $247,038 related
    Other
    $0 + $396,266 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $31,931 related
    Filer's total
    $0 + $1,163,752 related

  • Ghassan Salman MD

    Former Key Employee

    Total calculated
    $648,190
    From this org
    $0
    From related orgs
    $568,036
    Other
    $80,154
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,337 related
    Bonus
    $0 + $151,217 related
    Other
    $0 + $20,482 related
    Deferred
    $0 + $52,365 related
    Nontaxable benefits
    $0 + $27,789 related
    Filer's total
    $0 + $648,190 related

  • Betsy Patterson

    Former Key Employee

    Total calculated
    $442,874
    From this org
    $0
    From related orgs
    $377,357
    Other
    $65,517
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,568 related
    Bonus
    $0 + $105,087 related
    Other
    $0 + $28,702 related
    Deferred
    $0 + $40,560 related
    Nontaxable benefits
    $0 + $24,957 related
    Filer's total
    $0 + $442,874 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

  • 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
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. Discretionary spending account - The organization provides eligible employees who travel frequently in their personal vehicle an auto expense allowance in lieu of reimbursement for business mileage under the organization's business travel and expense reimbursement policy. All auto expense allowances are treated as taxable compensation. One person 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 supplemental non-qualified retirement plan during the tax year: Angel Caldera, M.D., Arundhati Rao, M.D., Ph.D. ($72,386), Aval-Na'Ree Green, M.D., Betsy Patterson, Dominic Lucia, M.D., Ghassan Salman, M.D., Lisa L. Havens, Mark English, M.D., Mark Montgomery, M.D., Melvin Lau, M.D., Muralidhar Jatla, M.D., Paul Cook, M.D., Tim Ols ($40,849), and Tresa McNeal, M.D.
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.

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
202531339349305688

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