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← Baylor Institute for Rehabilitation at Gaston Episcopal Hospital

Form 990 for tax year 2022

Filed by Baylor Institute for Rehabilitation at Gaston Episcopal Hospital.

Totals

Total revenue
$18,419,115
Total expenses
$544
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$18,418,127
Investment income
$988
Other revenue
$0
Total assets, end of year
$85,697,902
Total liabilities, end of year
$24,515,306
Net assets or fund balances, end of year
$61,182,596
Program services expenses (Part IX)
$544
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$544

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: Patient Care

    total $18,418,127 · related or exempt $18,418,127

  • 3 · Investment income

    total $988 · excluded $988

Functional expenses

Part IX, the statement of functional expenses.

  • 13 · Office expenses

    total $544 · program services $544

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $99,819 · end of year $107,820

  • 4 · Accounts receivable

    beginning of year $995,457 · end of year $5,661

  • 13 · Investments: program-related

    beginning of year $82,934,586 · end of year $85,584,421

  • 17 · Accounts payable and accrued expenses

    beginning of year $531 · end of year $0

  • 19 · Deferred revenue

    beginning of year $24,515,306 · end of year $24,515,306

  • 27 · Net assets without donor restrictions

    beginning of year $59,514,025 · end of year $61,182,596

Mission and programs · 2022

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 specialty hospital providing exemplary, comprehensive physical medicine and rehabilitation services and medical research to the residents of Dallas County and the surrounding communities.

  • See Schedule OBaylor Institute for Rehabilitation at Gaston Episcopal Hospital (BIR) operates, through a partnership with Select Medical Corporation, four faith-based specialty hospitals including over 120 outpatient therapy and specialty clinics which provides exemplary comprehensive physical medicine and rehabilitation services to the residents of Dallas, Fort Worth, and Austin, Texas and the surrounding communities. These hospitals include Baylor Scott & White Institute for Rehabilitation - Dallas, Baylor Scott & White Institute for Rehabilitation - Frisco, Baylor Scott & White Institute for Rehabilitation - Fort Worth and Baylor Scott & White Institute for Rehabilitation - Lakeway. BIR 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 1,250 patient access points including 51 hospitals, 612 specialty care clinics, 261 outpatient clinics, 160 primary care clinics, 30 pharmacies, 31 ambulatory surgery centers, and more than 7,100 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. During the fiscal year, BIR had 88,536 outpatient registrations and admitted 4,040 patients resulting in 63,809 days of care. As part of its charitable mission, BIR is committed to providing free and/or subsidized care to both financially and medically indigent patients of the community. BIR provided community benefits (as reported on the IRS Form 990, Schedule H) of $3,495,723 during the tax year.Baylor Scott & White Institute for Rehabilitation - Dallas (BSW Rehab Dallas) is located on the Baylor University Medical Center at Dallas main campus just outside of downtown Dallas. BSW Rehab Dallas is BIR's flagship rehabilitation facility. As one of only 16 centers in the nation designated as a Model System for Traumatic Brain Injury, BSW Rehab Dallas has the advanced capabilities necessary to treat some of the most complex rehabilitation cases, including low level brain injuries, high quadriplegics and traumatically injured individuals. The 92-bed inpatient facility offers 24-hour respiratory care services and specialized programs for traumatic brain injury and spinal cord injury. Our goal is to restore each patient's independence, self-confidence and vision of the future after a traumatic brain injury, spinal cord injury, stroke or other orthopedic or neurological disorder. Each patient's care plan is custom-designed by a physiatrist-led interdisciplinary team of licensed physical therapists, occupational therapists, speech-language pathologists, certified recreation therapists, neuropsychologists, rehabilitation registered nurses, nutritionists, social workers and other specialized clinicians. BSW Rehab Dallas also participates in community health programs and outreach programs targeted for the underserved. For example, a special day camp with adaptive water sports is provided for area residents with spinal cord injuries. Injury prevention programs are also provided to schools, churches, and community centers. BIR also provided supervisory education programs for the training of future nurses and other allied health professionals in an effort to increase the supply of health care professionals nation-wide. Assisting with the preparation of future nurses and other allied health professionals at entry and advanced levels of care education is critical in establishing a workforce of qualified health care providers. Baylor Scott & White Institute for Rehabilitation - Frisco (BSW Rehab Frisco) is an inpatient rehabilitation hospital Located in the heart of the booming suburbs north of Dallas. BSW Rehab Frisco is known for its quality care and patient outcomes. The dedicated staff at this hospital provides rehabilitation care to patients recovering from stroke, brain injuries, orthopedic and other debilitating conditions. Here at our 44-bed center, you will benefit from the experience and expertise of a team of rehabilitation professionals who share one goal: to help you recover the skills, strengths and function to optimize your recovery. Baylor Scott & White Institute for Rehabilitation - Fort Worth (BSW Rehab Fort Worth) is a 42-bed inpatient rehabilitation hospital located in the southwest medical district in Fort Worth dedicated to the care and treatment of persons with brain injury, stroke, spinal cord injury, amputation, neurological disorders, orthopedic conditions and general rehabilitation needs. Our patients benefit from the experience and expertise of a team of rehabilitation professionals who share one goal: to help each individual recover the skills, strengths and function to optimize his or her recovery. BSW Rehab Fort Worth offers comprehensive care and advanced treatment and technologies to best address our patient's complex medical, physical, emotional and vocational challenges, along with the training and education that help them and their families' transition to life ahead.Baylor Scott & White Institute for Rehabilitation - Lakeway (BSW Rehab Lakeway) is located just outside of Austin in the rolling landscape of the Texas hill country. Baylor Scott & White Institute for Rehabilitation - Lakeway is a 36-bed inpatient rehabilitation hospital that provides a safe, cheerful environment where patients benefit from our compassionate and professional round-the-clock care. While the name may be new - the dedicated medical and support staff remain the same. Our licensed therapists and nurses are committed to helping patients regain skills lost through injury or illness and can easily accommodate the individualized therapy and nursing needs of every patient. See Schedule H for more information regarding these services and how BIR promotes the health of the communities.

    Expenses $544 · Revenue $18,418,127

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Scott Peek

    Trustee/Pres/CEO (thru 1/6/2023)

    Total calculated
    $1,345,046
    From this org
    $0
    From related orgs
    $1,074,563
    Other
    $270,483
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $558,565 related
    Bonus
    $0 + $502,423 related
    Other
    $0 + $13,575 related
    Deferred
    $0 + $242,939 related
    Nontaxable benefits
    $0 + $27,544 related
    Filer's total
    $0 + $1,345,046 related

  • Paul Madeley MD

    Trustee

    Total calculated
    $517,378
    From this org
    $0
    From related orgs
    $478,485
    Other
    $38,893
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,846 related
    Bonus
    $0
    Other
    $0 + $69,639 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $23,643 related
    Filer's total
    $0 + $517,378 related

  • Amy Wilson MD

    Trustee

    Total calculated
    $504,593
    From this org
    $0
    From related orgs
    $462,181
    Other
    $42,412
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,717 related
    Bonus
    $0 + $64,615 related
    Other
    $0 + $1,849 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $27,162 related
    Filer's total
    $0 + $504,593 related

  • Harry Neil Dugger

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Vince Hawkins

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Marissa Hernandez

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa Hultz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • George McCleskey

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • J Kent Newsom

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Rodrick Robinson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Schmeltekopf

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Mitzner

    CFO

    Total calculated
    $2,244,950
    From this org
    $0
    From related orgs
    $1,855,060
    Other
    $389,890
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,102,180 related
    Bonus
    $0 + $677,939 related
    Other
    $0 + $74,941 related
    Deferred
    $0 + $361,286 related
    Nontaxable benefits
    $0 + $28,604 related
    Filer's total
    $0 + $2,244,950 related

  • Grant Teegarden

    Secretary

    Total calculated
    $482,601
    From this org
    $0
    From related orgs
    $411,146
    Other
    $71,455
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,748 related
    Bonus
    $0 + $114,027 related
    Other
    $0 + $5,371 related
    Deferred
    $0 + $43,128 related
    Nontaxable benefits
    $0 + $28,327 related
    Filer's total
    $0 + $482,601 related

  • Ray Bunyard

    Former Officer

    Total calculated
    $539,060
    From this org
    $0
    From related orgs
    $458,953
    Other
    $80,107
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,883 related
    Bonus
    $0 + $155,368 related
    Other
    $0 + $2,702 related
    Deferred
    $0 + $49,116 related
    Nontaxable benefits
    $0 + $30,991 related
    Filer's total
    $0 + $539,060 related

  • Jennifer Colon

    Former Officer

    Total calculated
    $390,558
    From this org
    $0
    From related orgs
    $390,558
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $390,558 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $390,558 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, Lines 4a-b
Severance or Change of Control Payments: Jennifer Colon received a severance payment from a related organization in the amount of $223,581. 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: Grant Teegarden, Jennifer Colon ($166,977), Jennifer Mitzner, Paul Madeley, M.D. ($35,314), Ray Bunyard and Scott Peek.
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.

  • 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 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

    Related · Rehabilitation Hospitals · TX · 51% owned · share of income $19,470,618 · share of assets $114,080,208 · general or managing partner

    Directly controlled by Baylor Institute for Rehabilitation

  • 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

    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

  • Specialty Surgery Center of Fort Worth LP

    Inactive · 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

  • 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

  • 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

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 (49)

    T · Investment · TX

  • Hillcrest Health Holdings Inc

    C · Inactive · TX · controlled entity

  • 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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202401349349302275

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