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Nonprofiteer
← SCOTT AND WHITE HEALTH PLAN

Form 990 for tax year 2024

Filed by SCOTT AND WHITE HEALTH PLAN.

Totals

Total revenue
$2,198,117,315
Total expenses
$2,069,353,537
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$2,035,135,772
Management and general expenses
$34,217,765
Fundraising expenses
$0
Program service expenses (Part III)
$2,035,135,772

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Robert A Probe MD

    Director (Thru 6/30)

    Total calculated
    $493,245
    From this org
    $0
    From related orgs
    $463,517
    Other
    $29,728
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $440,301 related
    Bonus
    $0 + $604 related
    Other
    $0 + $22,612 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $12,478 related
    Filer's total
    $0 + $493,245 related

  • Lyndon L Olson Jr

    Director/Chair (Thru 6/30)

    Total calculated
    $0
    Hours/week
    1

  • Louis S Casey Jr

    Director (Thru 6/8)

    Total calculated
    $0
    Hours/week
    1

  • Brandon S Fryar

    Director

    Total calculated
    $0
    Hours/week
    1

  • Carl King

    Director

    Total calculated
    $0
    Hours/week
    1

  • Terry Maness

    Director/Chair (As of 7/1)

    Total calculated
    $0
    Hours/week
    1

  • Steve R Youso

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donald R Grobowsky

    Director (Thru 6/8)

    Total calculated
    $0
    Hours/week
    1

  • Timothy Bittenbinder MD

    Director (As of 7/1)

    Total calculated
    $1,168,834
    From this org
    $0
    From related orgs
    $1,125,481
    Other
    $43,353
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,181 related
    Bonus
    $0 + $351,683 related
    Other
    $0 + $132,617 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $26,103 related
    Filer's total
    $0 + $1,168,834 related

  • Muralidhar Jatla MD

    Director (As of 7/1)

    Total calculated
    $400,790
    From this org
    $0
    From related orgs
    $358,002
    Other
    $42,788
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,444 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $23,558 related
    Deferred
    $0 + $11,038 related
    Nontaxable benefits
    $0 + $31,750 related
    Filer's total
    $0 + $400,790 related

  • Jennifer Mitzner

    Director/Vice Chair (As of 7/1)

    Total calculated
    $4,765,519
    From this org
    $0
    From related orgs
    $3,469,395
    Other
    $1,296,124
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,521,563 related
    Bonus
    $0 + $1,905,350 related
    Other
    $0 + $42,482 related
    Deferred
    $0 + $1,266,691 related
    Nontaxable benefits
    $0 + $29,433 related
    Filer's total
    $0 + $4,765,519 related

  • Jeffrey Ingrum

    President/CEO (Thru 12/21)

    Total calculated
    $2,102,126
    From this org
    $1,625,968
    From related orgs
    $0
    Other
    $476,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $691,949
    Bonus
    $784,819
    Other
    $149,200
    Deferred
    $445,755
    Nontaxable benefits
    $30,403
    Filer's total
    $2,102,126

  • Swaminathan Ramalingam MD

    SVP CMO

    Total calculated
    $826,399
    From this org
    $783,158
    From related orgs
    $0
    Other
    $43,241
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $467,115
    Bonus
    $214,133
    Other
    $101,910
    Deferred
    $17,250
    Nontaxable benefits
    $25,991
    Filer's total
    $826,399

  • Victor Richey

    SVP COO

    Total calculated
    $1,171,876
    From this org
    $929,702
    From related orgs
    $0
    Other
    $242,174
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $388,472
    Bonus
    $445,323
    Other
    $95,907
    Deferred
    $214,965
    Nontaxable benefits
    $27,209
    Filer's total
    $1,171,876

  • Stephen Bush

    Treasurer/SVP CFO

    Total calculated
    $1,175,252
    From this org
    $880,470
    From related orgs
    $0
    Other
    $294,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,223
    Bonus
    $468,959
    Other
    $29,288
    Deferred
    $262,526
    Nontaxable benefits
    $32,256
    Filer's total
    $1,175,252

  • Andrea DeBerry

    Secretary/VP General Counsel

    Total calculated
    $504,089
    From this org
    $0
    From related orgs
    $439,971
    Other
    $64,118
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,128 related
    Bonus
    $0 + $125,173 related
    Other
    $0 + $27,670 related
    Deferred
    $0 + $48,963 related
    Nontaxable benefits
    $0 + $15,155 related
    Filer's total
    $0 + $504,089 related

  • Patrick Gilligan

    President/CEO (As of 12/17)

    Total calculated
    $0
    Hours/week
    40

  • Ellen Verzino

    VP Pharmacy HP

    Total calculated
    $392,128
    From this org
    $343,680
    From related orgs
    $0
    Other
    $48,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,543
    Bonus
    $85,449
    Other
    $15,688
    Deferred
    $13,869
    Nontaxable benefits
    $34,579
    Filer's total
    $392,128

  • Elizabeth Lopez Cepero

    SVP Chief Growth Officer HP

    Total calculated
    $639,025
    From this org
    $530,988
    From related orgs
    $0
    Other
    $108,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,956
    Bonus
    $198,392
    Other
    $2,640
    Deferred
    $94,986
    Nontaxable benefits
    $13,051
    Filer's total
    $639,025

  • Theresa Magellan

    VP Health Services

    Total calculated
    $348,552
    From this org
    $331,958
    From related orgs
    $0
    Other
    $16,594
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,827
    Bonus
    $78,503
    Other
    $59,628
    Deferred
    $12,764
    Nontaxable benefits
    $3,830
    Filer's total
    $348,552

  • Tabitha Bird

    Agent Sales Rep Indiv/Medicare

    Total calculated
    $400,441
    From this org
    $377,207
    From related orgs
    $0
    Other
    $23,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $56,332
    Bonus
    $320,829
    Other
    $46
    Deferred
    $3,833
    Nontaxable benefits
    $19,401
    Filer's total
    $400,441

  • Jonathan Lowe

    Dir Sales & Account Mgmt

    Total calculated
    $405,236
    From this org
    $363,651
    From related orgs
    $0
    Other
    $41,585
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,539
    Bonus
    $155,199
    Other
    $913
    Deferred
    $13,255
    Nontaxable benefits
    $28,330
    Filer's total
    $405,236

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

  • 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 certain monthly expense allowances in lieu of reimbursement for actual expenses under the organization's business travel and expense reimbursement policy. This may include providing an auto expense allowance for business mileage for those who travel frequently in their personal vehicle. All auto expense allowances are treated as taxable compensation. Two of the persons listed in the Form 990, Part VII, Section A, received these benefits during the tax year.
Part I, Line 3
Process for determining compensation: The organization, a controlled affiliate of BSW 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 BSW 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 BSW Holdings Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers held by BSW Holdings, works directly with an independent compensation expert(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 management reviewing all officers and key employees listed on the Form 990 during the current tax year. Any individual whose direct compensation exceeded the projected compensation from prior year, any new individual whose position has not been reviewed by the Compensation Committee during the prior 2 years, or any individual whose responsibilities or scope of operations expanded during the current year were reviewed by the Compensation Committee during the current tax year. The Compensation Committee is made up of members of the BSW Holdings Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation expert(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 expert(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings.
Part I, Line 4b
Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates (BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: Andrea DeBerry, Elizabeth Lopez Cepero, Jeffrey Ingrum ($101,304), Jennifer Mitzner, Muralidhar Jatla, M.D., Robert A. Probe, M.D., Stephen Bush, Swaminathan Ramalingam, M.D. ($64,796), Timothy Bittenbinder, M.D. (94,417), and Victor Richey ($52,377).
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. Also, select officers, as designated by BSW Holdings' governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize the key senior leaders' value and contribution to BSWH as well as align their compensation to the long term strategy of BSWH. Performance targets are based upon a percentage of the participant's base salary and are developed by independent third party expert(s) using market competitive data within the guides of reasonableness. The plan is based on BSWH's three-year performance against its peers, determined based on peer rankings or percentile rankings in quality, patient satisfaction and financial performance. At the end of three years, awards are determined by BSW Holdings' governing body for participants. Payouts are partially made in cash and the remainder vests over an additional two year period.

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
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202523179349302872

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