Skip to content
Nonprofiteer
← HILLCREST PHYSICIAN SERVICES

Form 990 for tax year 2022

Filed by HILLCREST PHYSICIAN SERVICES.

Totals

Total revenue
$57,233,611
Total expenses
$57,032,697
Contributions and grants received
$13,657,114
Grants paid
$0
Program services expenses (Part IX)
$54,947,659
Management and general expenses
$2,085,038
Fundraising expenses
$0
Program service expenses (Part III)
$54,947,659

Program services were 96.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Scott Hecox MD

    Director

    Total calculated
    $1,500,453
    From this org
    $1,415,774
    From related orgs
    $0
    Other
    $84,679
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $802,278
    Bonus
    $545,128
    Other
    $68,368
    Deferred
    $54,400
    Nontaxable benefits
    $30,279
    Filer's total
    $1,500,453

  • David Ferguson MD

    Director

    Total calculated
    $1,211,490
    From this org
    $1,122,830
    From related orgs
    $0
    Other
    $88,660
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $794,453
    Bonus
    $274,681
    Other
    $53,696
    Deferred
    $54,400
    Nontaxable benefits
    $34,260
    Filer's total
    $1,211,490

  • Johnny D Howton MD

    Director

    Total calculated
    $782,426
    From this org
    $709,882
    From related orgs
    $0
    Other
    $72,544
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $498,351
    Bonus
    $158,668
    Other
    $52,863
    Deferred
    $45,250
    Nontaxable benefits
    $27,294
    Filer's total
    $782,426

  • Adam W Ylitalo DO

    Director

    Total calculated
    $757,844
    From this org
    $676,736
    From related orgs
    $0
    Other
    $81,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $526,602
    Bonus
    $77,361
    Other
    $72,773
    Deferred
    $54,400
    Nontaxable benefits
    $26,708
    Filer's total
    $757,844

  • David Myers MD

    Director

    Total calculated
    $740,327
    From this org
    $0
    From related orgs
    $675,240
    Other
    $65,087
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $599,242 related
    Bonus
    $0 + $32,121 related
    Other
    $0 + $43,877 related
    Deferred
    $0 + $54,460 related
    Nontaxable benefits
    $0 + $10,627 related
    Filer's total
    $0 + $740,327 related

  • Jon M Ellis MD

    Director

    Total calculated
    $649,989
    From this org
    $568,863
    From related orgs
    $0
    Other
    $81,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $522,785
    Bonus
    $1,325
    Other
    $44,753
    Deferred
    $54,400
    Nontaxable benefits
    $26,726
    Filer's total
    $649,989

  • Umad Ahmad MD

    Director/Chair

    Total calculated
    $593,184
    From this org
    $0
    From related orgs
    $549,647
    Other
    $43,537
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,322 related
    Bonus
    $0 + $107,100 related
    Other
    $0 + $21,225 related
    Deferred
    $0 + $16,442 related
    Nontaxable benefits
    $0 + $27,095 related
    Filer's total
    $0 + $593,184 related

  • Marc S Elieson MD

    Director

    Total calculated
    $537,701
    From this org
    $204,686
    From related orgs
    $293,987
    Other
    $39,028
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $191,795 + $230,360 related
    Bonus
    $12,703 + $63,408 related
    Other
    $188 + $219 related
    Deferred
    $6,360 + $7,420 related
    Nontaxable benefits
    $11,653 + $13,595 related
    Filer's total
    $222,699 + $315,002 related

  • Charles Williams

    President/CEO

    Total calculated
    $719,079
    From this org
    $0
    From related orgs
    $622,549
    Other
    $96,530
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,294 related
    Bonus
    $0 + $156,089 related
    Other
    $0 + $59,166 related
    Deferred
    $0 + $64,462 related
    Nontaxable benefits
    $0 + $32,068 related
    Filer's total
    $0 + $719,079 related

  • Shellie Mach

    Secretary/Treasurer

    Total calculated
    $328,279
    From this org
    $0
    From related orgs
    $286,682
    Other
    $41,597
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,548 related
    Bonus
    $0 + $56,286 related
    Other
    $0 + $20,848 related
    Deferred
    $0 + $12,146 related
    Nontaxable benefits
    $0 + $29,451 related
    Filer's total
    $0 + $328,279 related

  • Matthew Rohrer

    VP Clinic Operations

    Total calculated
    $278,320
    From this org
    $0
    From related orgs
    $241,461
    Other
    $36,859
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,205 related
    Bonus
    $0 + $51,475 related
    Other
    $0 + $781 related
    Deferred
    $0 + $10,021 related
    Nontaxable benefits
    $0 + $26,838 related
    Filer's total
    $0 + $278,320 related

  • John Ackley MD

    Physician

    Total calculated
    $1,731,926
    From this org
    $1,643,228
    From related orgs
    $0
    Other
    $88,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $775,724
    Bonus
    $788,544
    Other
    $78,960
    Deferred
    $54,400
    Nontaxable benefits
    $34,298
    Filer's total
    $1,731,926

  • Andrew Brochu MD

    Physician

    Total calculated
    $1,274,261
    From this org
    $1,192,838
    From related orgs
    $0
    Other
    $81,423
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $591,532
    Bonus
    $551,958
    Other
    $49,348
    Deferred
    $54,400
    Nontaxable benefits
    $27,023
    Filer's total
    $1,274,261

  • Anthony Cahill MD

    Physician

    Total calculated
    $1,104,029
    From this org
    $1,015,789
    From related orgs
    $0
    Other
    $88,240
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $511,852
    Bonus
    $472,759
    Other
    $31,178
    Deferred
    $54,400
    Nontaxable benefits
    $33,840
    Filer's total
    $1,104,029

  • Jacob Davis MD

    Physician

    Total calculated
    $1,037,826
    From this org
    $956,624
    From related orgs
    $0
    Other
    $81,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $782,267
    Bonus
    $132,273
    Other
    $42,084
    Deferred
    $54,400
    Nontaxable benefits
    $26,802
    Filer's total
    $1,037,826

  • Bradley Gilliam MD

    Physician

    Total calculated
    $919,633
    From this org
    $838,254
    From related orgs
    $0
    Other
    $81,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $504,365
    Bonus
    $260,462
    Other
    $73,427
    Deferred
    $54,400
    Nontaxable benefits
    $26,979
    Filer's total
    $919,633

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

  • 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 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: Adam W. Ylitalo, D.O. ($51,724), Andrew Brochu, M.D. ($48,754), Anthony Cahill, M.D. ($10,268), Bradley Gilliam, M.D. ($52,404), Charles Williams, David Ferguson, M.D. ($52,795), David Myers, M.D. ($43,179), Jacob Davis, M.D. ($20,963), John Ackley, M.D., ($54,482), Johnny D. Howton, M.D. ($40,149), Jon M. Ellis, M.D. ($42,255), Marc S. Elieson, M.D. and Scott Hecox, M.D. ($48,778).
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 in a limited role in their capacity as a board member and may receive compensation from the organization for these duties as a member of the governing body. However, the members do receive a majority of their compensation from the organization in their capacity as employed physicians.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202411349349301521

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.