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Nonprofiteer
← BAYLOR SCOTT & WHITE HOLDINGS

Form 990 for tax year 2023

Filed by BAYLOR SCOTT & WHITE HOLDINGS.

Totals

Total revenue
$107,054,005
Total expenses
$157,035,704
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$48,265,301
Investment income
$58,788,704
Other revenue
$0
Total assets, end of year
$9,923,501,440
Total liabilities, end of year
$9,767,162,577
Net assets or fund balances, end of year
$156,338,863
Program services expenses (Part IX)
$117,715,302
Management and general expenses
$39,320,402
Fundraising expenses
$0
Program service expenses (Part III)
$117,715,302

Program services were 75.0% 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: Shared Services

    total $47,946,575 · related or exempt $47,946,575

  • 2b · Program service revenue: Affiliate Income

    total $298,276 · related or exempt $298,276

  • 2c · Program service revenue: Honorarium

    total $20,450 · related or exempt $20,450

  • 3 · Investment income

    total $37,634,737 · related or exempt $18,072,401 · unrelated business $6,280,782 · excluded $13,281,554

  • 7a · Gross sales of assets other than inventory

    securities $613,195,961

  • 7b · Less cost or other basis and sales expenses

    securities $592,041,994

  • 7c · Gain or loss

    securities $21,153,967

  • 7d · Net gain or loss

    total $21,153,967 · excluded $21,153,967

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $34,077,069 · management and general $34,077,069

  • 6 · Compensation of disqualified persons

    total $862,608 · management and general $862,608

  • 7 · Other salaries and wages

    total $1,129,407 · management and general $1,129,407

  • 8 · Pension plan contributions

    total $80,365 · management and general $80,365

  • 9 · Other employee benefits

    total $509,571 · management and general $509,571

  • 10 · Payroll taxes

    total $666,553 · management and general $666,553

  • 11g · Fees: other

    total $4,843,344 · program services $3,395,824 · management and general $1,447,520

  • 12 · Advertising and promotion

    total $10,570 · program services $10,570

  • 13 · Office expenses

    total $27,227 · program services $27,227

  • 14 · Information technology

    total $224,936 · program services $224,936

  • 16 · Occupancy

    total $131,832 · program services $131,832

  • 17 · Travel

    total $127,036 · program services $127,036

  • 19 · Conferences, conventions and meetings

    total $44,570 · program services $44,570

  • 20 · Interest

    total $106,657,625 · program services $106,657,625

  • 23 · Insurance

    total $20,317 · program services $20,317

  • 24a · Other expenses: Federal Excise Tax

    total $4,283,049 · program services $4,283,049

  • 24b · Other expenses: Dues and Memberships

    total $2,307,071 · program services $2,307,071

  • 24c · Other expenses: Federal Income Tax

    total $547,309 · management and general $547,309

  • 24d · Other expenses: Special Functions

    total $332,666 · program services $332,666

  • 24e · All other expenses

    total $152,579 · program services $152,579

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $242,050,040 · end of year $198,274,959

  • 4 · Accounts receivable

    beginning of year $17,545,872 · end of year $16,154,181

  • 7 · Other notes and loans receivable

    beginning of year $14,500,000 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $131,720 · end of year $337,348

  • 10a · Land, buildings and equipment: cost or other basis

    $8,052,471

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $327,474 · end of year $8,052,471

  • 11 · Investments: publicly traded securities

    beginning of year $4,689,752,667 · end of year $5,197,715,638

  • 12 · Investments: other securities

    beginning of year $1,101,482,126 · end of year $1,196,198,598

  • 13 · Investments: program-related

    beginning of year $2,430,338,209 · end of year $2,997,690,837

  • 15 · Other assets

    beginning of year $497,675,427 · end of year $309,077,408

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,055,964 · end of year $122,494,632

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,446,998,672 · end of year $1,421,384,907

  • 24 · Unsecured notes and loans payable

    beginning of year $2,496,428,855 · end of year $2,289,720,000

  • 25 · Other liabilities

    beginning of year $4,961,577,618 · end of year $5,933,563,038

  • 27 · Net assets without donor restrictions

    beginning of year $58,742,426 · end of year $156,338,863

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 supporting organization serving as the parent corporation to a network of acute care hospitals and related health care entities that provide patient care, medical education, medical research and community services.

  • See Schedule OBaylor Scott & White Holdings (BSW Holdings) serves as the ultimate parent corporation and provides the overall governance, strategic planning and related services for the Baylor Scott & White Health system (BSWH). BSWH is a nonprofit, 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.BSW Holdings' governing body is comprised of independent volunteer community representatives who provide leadership and governance to BSWH. The members of the governing body contribute their wisdom, insights and expertise to ensure that BSWH is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction to affiliates of BSWH. Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. BSWH is committed to offering access to quality health care including free or discounted health care to the indigent and underserved population through its affiliated health care providers. As part of its charitable mission, BSWH's nonprofit hospitals provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas statutory methodology) of $1.3 Billion which includes the unreimbursed cost of charity care, Medicaid, Medicare and other community benefits. BSWH's nonprofit hospitals provided community benefits (as reported on Form 990, Schedule H) of $493 Million during the tax year, which included the unreimbursed cost of charity care, Medicaid and other community benefits, but excludes Medicare.

    Expenses $117,715,302 · Revenue $66,337,702

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Timothy Bittenbinder MD

    Trustee

    Total calculated
    $1,871,534
    From this org
    $0
    From related orgs
    $1,828,443
    Other
    $43,091
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $622,891 related
    Bonus
    $0 + $299,995 related
    Other
    $0 + $905,557 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $26,591 related
    Filer's total
    $0 + $1,871,534 related

  • F David Winter MD

    Trustee

    Total calculated
    $1,035,849
    From this org
    $0
    From related orgs
    $995,729
    Other
    $40,120
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $837,865 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $142,864 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $23,620 related
    Filer's total
    $0 + $1,035,849 related

  • Paul Madeley MD

    Trustee

    Total calculated
    $553,473
    From this org
    $0
    From related orgs
    $511,694
    Other
    $41,779
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,066 related
    Bonus
    $0
    Other
    $0 + $100,628 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $25,279 related
    Filer's total
    $0 + $553,473 related

  • Albert Black Jr

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Ron Carter

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Robert Garriott

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Rafael Garza

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Johnita Jones

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Judge Ed Kinkeade

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Charlene Lake

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Jack Martin

    Trustee/Chair (thru 1/22/2024)

    Total calculated
    $0
    Hours/week
    3

  • Ross McKnight

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Drayton McLane Jr

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Lyndon L Olson Jr

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    3

  • Anita Perry

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Jim Turner

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • David Walls

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • William L Rayburn MD

    Trustee/Chair

    Total calculated
    $881,459
    From this org
    $0
    From related orgs
    $841,126
    Other
    $40,333
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,857 related
    Bonus
    $0 + $261,578 related
    Other
    $0 + $104,691 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $23,833 related
    Filer's total
    $0 + $881,459 related

  • Peter McCanna

    CEO

    Total calculated
    $10,016,731
    From this org
    $8,039,844
    From related orgs
    $0
    Other
    $1,976,887
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,020,703
    Bonus
    $4,387,856
    Other
    $1,631,285
    Deferred
    $1,945,840
    Nontaxable benefits
    $31,047
    Filer's total
    $10,016,731

  • Jennifer Mitzner

    Teasurer/EVP Chief Financial Officer

    Total calculated
    $4,037,134
    From this org
    $2,830,215
    From related orgs
    $0
    Other
    $1,206,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,317,603
    Bonus
    $1,470,630
    Other
    $41,982
    Deferred
    $1,176,796
    Nontaxable benefits
    $30,123
    Filer's total
    $4,037,134

  • Julie Creamer

    President

    Total calculated
    $2,829,312
    From this org
    $2,789,181
    From related orgs
    $0
    Other
    $40,131
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,349,500
    Bonus
    $1,266,454
    Other
    $173,227
    Deferred
    $16,500
    Nontaxable benefits
    $23,631
    Filer's total
    $2,829,312

  • Lisa L Havens

    Secretary/EVP Chief Legal Officer

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

    Schedule J breakdown matched by us

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

  • Steven Newton

    EVP Chief Delivery System Operations

    Total calculated
    $4,226,519
    From this org
    $3,595,037
    From related orgs
    $0
    Other
    $631,482
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $986,141
    Bonus
    $1,360,468
    Other
    $1,248,428
    Deferred
    $602,804
    Nontaxable benefits
    $28,678
    Filer's total
    $4,226,519

  • Alejandro Arroliga MD

    EVP Chief Clinical Innov Officer

    Total calculated
    $3,945,589
    From this org
    $3,306,664
    From related orgs
    $0
    Other
    $638,925
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $889,953
    Bonus
    $1,373,582
    Other
    $1,043,129
    Deferred
    $607,998
    Nontaxable benefits
    $30,927
    Filer's total
    $3,945,589

  • Matthew Chambers

    EVP Chief Information Officer

    Total calculated
    $2,356,135
    From this org
    $1,805,306
    From related orgs
    $0
    Other
    $550,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $669,995
    Bonus
    $1,119,309
    Other
    $16,002
    Deferred
    $519,782
    Nontaxable benefits
    $31,047
    Filer's total
    $2,356,135

  • Michael Sanborn

    Chief Growth Officer

    Total calculated
    $2,033,105
    From this org
    $1,513,733
    From related orgs
    $47,008
    Other
    $472,364
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $644,922 + $43,741 related
    Bonus
    $829,738
    Other
    $39,073 + $3,267 related
    Deferred
    $445,194 + $2,326 related
    Nontaxable benefits
    $22,933 + $1,911 related
    Filer's total
    $1,981,860 + $51,245 related

  • Nikhil Reddy

    EVP Chief Product Officer

    Total calculated
    $1,862,962
    From this org
    $1,398,764
    From related orgs
    $0
    Other
    $464,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $632,220
    Bonus
    $730,304
    Other
    $36,240
    Deferred
    $436,386
    Nontaxable benefits
    $27,812
    Filer's total
    $1,862,962

  • Nakesha Lopez

    EVP Chief HR Officer (thru 2/16/2024)

    Total calculated
    $1,848,559
    From this org
    $1,415,576
    From related orgs
    $0
    Other
    $432,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $694,275
    Bonus
    $685,061
    Other
    $36,240
    Deferred
    $411,613
    Nontaxable benefits
    $21,370
    Filer's total
    $1,848,559

  • Janice Walker

    EVP CNO (thru 1/20/2024)

    Total calculated
    $1,825,334
    From this org
    $1,353,454
    From related orgs
    $0
    Other
    $471,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $537,705
    Bonus
    $796,267
    Other
    $19,482
    Deferred
    $441,968
    Nontaxable benefits
    $29,912
    Filer's total
    $1,825,334

  • Kristi Sherrill

    EVP Chief Phil & CA Officer

    Total calculated
    $1,649,837
    From this org
    $1,248,675
    From related orgs
    $0
    Other
    $401,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $467,317
    Bonus
    $739,555
    Other
    $41,803
    Deferred
    $395,825
    Nontaxable benefits
    $5,337
    Filer's total
    $1,649,837

  • Nikki Moll

    EVP Chief Mtg & Comms Officer

    Total calculated
    $1,530,726
    From this org
    $1,125,203
    From related orgs
    $0
    Other
    $405,523
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $529,225
    Bonus
    $581,368
    Other
    $14,610
    Deferred
    $374,646
    Nontaxable benefits
    $30,877
    Filer's total
    $1,530,726

  • Robin W Watson MD

    EVP Chief Clinical Ops Officer

    Total calculated
    $1,419,387
    From this org
    $1,256,739
    From related orgs
    $45,040
    Other
    $117,608
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $687,260 + $44,732 related
    Bonus
    $370,644
    Other
    $198,835 + $308 related
    Deferred
    $84,271 + $2,291 related
    Nontaxable benefits
    $28,658 + $2,388 related
    Filer's total
    $1,369,668 + $49,719 related

  • Walter Peters MD

    Chief Medical Officer

    Total calculated
    $1,377,922
    From this org
    $1,264,331
    From related orgs
    $71,707
    Other
    $41,884
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $739,808 + $69,792 related
    Bonus
    $408,967
    Other
    $115,556 + $1,915 related
    Deferred
    $13,960 + $2,540 related
    Nontaxable benefits
    $23,431 + $1,953 related
    Filer's total
    $1,301,722 + $76,200 related

  • Karla Ramberger

    EVP CNO (eff 1/15/2024)

    Total calculated
    $482,428
    From this org
    $0
    From related orgs
    $443,247
    Other
    $39,181
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,578 related
    Bonus
    $0 + $104,819 related
    Other
    $0 + $24,850 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $22,681 related
    Filer's total
    $0 + $482,428 related

  • James Hinton

    Former Officer

    Total calculated
    $3,117,738
    From this org
    $3,117,738
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $862,608
    Other
    $2,255,130
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $3,117,738

  • Jennifer Brown

    Former Officer

    Total calculated
    $455,589
    From this org
    $455,589
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $455,589
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $455,589

  • Lavone Arthur

    Former Key Employee

    Total calculated
    $2,084,398
    From this org
    $2,063,265
    From related orgs
    $0
    Other
    $21,133
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $192,457
    Bonus
    $0
    Other
    $1,870,808
    Deferred
    $9,927
    Nontaxable benefits
    $11,206
    Filer's total
    $2,084,398

  • Patricia M Currie

    Former Key Employee

    Total calculated
    $1,753,567
    From this org
    $1,731,023
    From related orgs
    $0
    Other
    $22,544
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $272,306
    Bonus
    $0
    Other
    $1,458,717
    Deferred
    $14,349
    Nontaxable benefits
    $8,195
    Filer's total
    $1,753,567

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
  • 1a · Housing allowance or residence for personal use
  • 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 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 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. Seventeen of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Housing allowance or residence for personal use - The organization provides temporary housing to eligible employees under the organization's moving and relocation reimbursement policy. All temporary housing provided to any employee is 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 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 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, Lines 4a-b
Severance or Change of Control Payments: Lavone Arthur received a severance payment from the organization in the amount of $895,927. Jennifer Brown received a severance payment from the organization in the amount of $101,667. Patricia M. Currie received a severance payment from the organization in the amount of $1,392,970. 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: Alejandro Arroliga, M.D. ($135,084), F. David Winter, M.D. ($54,477), James Hinton ($2,255,130), Janice Walker, Jennifer Brown ($353,923), Jennifer Mitzner, Julie Creamer, Kristi Sherrill, Lavone Arthur ($138,299), Lisa L. Havens, Matthew Chambers, Michael Sanborn, Nakesha Lopez, Nikhil Reddy, Nikki Moll, Patricia M. Currie ($644,615), Paul Madeley, M.D. ($27,692), Peter McCanna ($330,363), Robin W. Watson, M.D., Steven Newton ($122,533), Timothy Bittenbinder, M.D. ($88,434), Walter Peters, M.D. ($91,466), and William L. Rayburn, M.D. ($69,867).
Part I, Line 7
The organization has adopted and implemented an 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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BSWMG LLC

    Governing body of wholly owned physician practices (no operations) · TX · income $0 · assets $0

    Directly controlled by Baylor Scott & White Holdings

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

    Rehabilitation Hospitals · TX

  • 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

  • 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

  • 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 · 100% owned · share of income $63,104,928 · share of assets $253,070,951 · controlled entity

    Directly controlled by Baylor Scott & White Holdings

  • 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
202531339349307903

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