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Nonprofiteer
← BAYLOR SCOTT & WHITE HEALTH

Form 990 for tax year 2022

Filed by BAYLOR SCOTT & WHITE HEALTH.

Totals

Total revenue
$1,209,575,515
Total expenses
$1,414,441,904
Contributions and grants received
$4,684,530
Grants paid
$19,151,756
Program services expenses (Part IX)
$1,354,188,703
Management and general expenses
$60,253,201
Fundraising expenses
$0
Program service expenses (Part III)
$1,354,188,703

Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Peter McCanna

    Director/Chair/CEO

    Total calculated
    $5,087,328
    From this org
    $0
    From related orgs
    $4,056,335
    Other
    $1,030,993
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,653,103 related
    Bonus
    $0 + $2,377,785 related
    Other
    $0 + $25,447 related
    Deferred
    $0 + $1,001,483 related
    Nontaxable benefits
    $0 + $29,510 related
    Filer's total
    $0 + $5,087,328 related

  • Jennifer Mitzner

    Director/Treasurer

    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

  • Julie Creamer

    Director/Vice Chair/President

    Total calculated
    $2,041,540
    From this org
    $0
    From related orgs
    $1,896,468
    Other
    $145,072
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $938,336 related
    Bonus
    $0 + $814,657 related
    Other
    $0 + $143,475 related
    Deferred
    $0 + $127,620 related
    Nontaxable benefits
    $0 + $17,452 related
    Filer's total
    $0 + $2,041,540 related

  • Lisa L Havens

    Dir/Sect/EVP Chief Legal Officer

    Total calculated
    $1,184,486
    From this org
    $194,325
    From related orgs
    $780,944
    Other
    $209,217
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $176,216 + $392,114 related
    Bonus
    $0 + $367,802 related
    Other
    $18,109 + $21,028 related
    Deferred
    $8,377 + $184,745 related
    Nontaxable benefits
    $6,069 + $10,026 related
    Filer's total
    $208,771 + $975,715 related

  • Robin W Watson MD

    Chief Clinical Operations Officer

    Total calculated
    $893,619
    From this org
    $0
    From related orgs
    $775,839
    Other
    $117,780
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,552 related
    Bonus
    $0 + $203,285 related
    Other
    $0 + $4,002 related
    Deferred
    $0 + $86,770 related
    Nontaxable benefits
    $0 + $31,010 related
    Filer's total
    $0 + $893,619 related

  • Walter Peters MD

    Chief Medical Officer

    Total calculated
    $1,309,190
    From this org
    $1,272,006
    From related orgs
    $0
    Other
    $37,184
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $695,880
    Bonus
    $276,305
    Other
    $299,821
    Deferred
    $15,250
    Nontaxable benefits
    $21,934
    Filer's total
    $1,309,190

  • Deanne Kindred

    SVP CFO Hospitals & Clinics

    Total calculated
    $887,796
    From this org
    $705,846
    From related orgs
    $0
    Other
    $181,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $393,761
    Bonus
    $271,085
    Other
    $41,000
    Deferred
    $159,949
    Nontaxable benefits
    $22,001
    Filer's total
    $887,796

  • Angie Hutson

    SVP Chief Accounting Officer

    Total calculated
    $765,424
    From this org
    $626,569
    From related orgs
    $0
    Other
    $138,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,573
    Bonus
    $255,238
    Other
    $13,758
    Deferred
    $107,599
    Nontaxable benefits
    $31,256
    Filer's total
    $765,424

  • Mark Williard

    SVP Supply Chain

    Total calculated
    $749,206
    From this org
    $672,213
    From related orgs
    $0
    Other
    $76,993
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $394,203
    Bonus
    $244,984
    Other
    $33,026
    Deferred
    $54,857
    Nontaxable benefits
    $22,136
    Filer's total
    $749,206

  • Boriana Farias

    VP Treasurer

    Total calculated
    $185,901
    From this org
    $164,101
    From related orgs
    $0
    Other
    $21,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,330
    Bonus
    $0
    Other
    $12,771
    Deferred
    $15,304
    Nontaxable benefits
    $6,496
    Filer's total
    $185,901

  • Brett Stauffer MD

    SVP Chief Quality Officer

    Total calculated
    $1,390,513
    From this org
    $1,115,284
    From related orgs
    $0
    Other
    $275,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $584,272
    Bonus
    $517,437
    Other
    $13,575
    Deferred
    $262,264
    Nontaxable benefits
    $12,965
    Filer's total
    $1,390,513

  • Sarah Knodel

    SVP Revenue Cycle

    Total calculated
    $959,506
    From this org
    $793,028
    From related orgs
    $0
    Other
    $166,478
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,061
    Bonus
    $377,897
    Other
    $12,070
    Deferred
    $153,784
    Nontaxable benefits
    $12,694
    Filer's total
    $959,506

  • Ronan Kelly MD

    Medical Director

    Total calculated
    $841,080
    From this org
    $795,658
    From related orgs
    $0
    Other
    $45,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $612,083
    Bonus
    $162,265
    Other
    $21,310
    Deferred
    $15,250
    Nontaxable benefits
    $30,172
    Filer's total
    $841,080

  • Jeana O'Brien MD

    SVP Chief Med Inf Officer

    Total calculated
    $799,309
    From this org
    $705,702
    From related orgs
    $0
    Other
    $93,607
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $457,354
    Bonus
    $205,762
    Other
    $42,586
    Deferred
    $80,048
    Nontaxable benefits
    $13,559
    Filer's total
    $799,309

  • Andrejs Avots-Avotins MD

    VP Provider & Community Eng

    Total calculated
    $719,434
    From this org
    $681,549
    From related orgs
    $0
    Other
    $37,885
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $458,086
    Bonus
    $135,783
    Other
    $87,680
    Deferred
    $15,250
    Nontaxable benefits
    $22,635
    Filer's total
    $719,434

  • James Hinton

    Former Officer

    Total calculated
    $5,704,628
    From this org
    $0
    From related orgs
    $5,342,987
    Other
    $361,641
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $56,500 related
    Bonus
    $0 + $3,499,809 related
    Other
    $0 + $1,786,678 related
    Deferred
    $0 + $360,174 related
    Nontaxable benefits
    $0 + $1,467 related
    Filer's total
    $0 + $5,704,628 related

  • Jennifer Brown

    Former Officer

    Total calculated
    $1,293,582
    From this org
    $0
    From related orgs
    $1,186,732
    Other
    $106,850
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $45,341 related
    Bonus
    $0 + $2,379 related
    Other
    $0 + $1,139,012 related
    Deferred
    $0 + $105,270 related
    Nontaxable benefits
    $0 + $1,580 related
    Filer's total
    $0 + $1,293,582 related

  • Steven Newton

    Former Key Employee

    Total calculated
    $1,997,227
    From this org
    $0
    From related orgs
    $1,595,379
    Other
    $401,848
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $822,024 related
    Bonus
    $0 + $750,287 related
    Other
    $0 + $23,068 related
    Deferred
    $0 + $374,557 related
    Nontaxable benefits
    $0 + $27,291 related
    Filer's total
    $0 + $1,997,227 related

  • Matthew Chambers

    EVP Chief Information Officer

    Total calculated
    $1,702,288
    From this org
    $0
    From related orgs
    $1,380,499
    Other
    $321,789
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $627,700 related
    Bonus
    $0 + $736,843 related
    Other
    $0 + $15,956 related
    Deferred
    $0 + $289,529 related
    Nontaxable benefits
    $0 + $32,260 related
    Filer's total
    $0 + $1,702,288 related

  • Janice Walker

    Former Key Employee

    Total calculated
    $1,320,178
    From this org
    $0
    From related orgs
    $1,032,693
    Other
    $287,485
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $519,805 related
    Bonus
    $0 + $493,406 related
    Other
    $0 + $19,482 related
    Deferred
    $0 + $259,040 related
    Nontaxable benefits
    $0 + $28,445 related
    Filer's total
    $0 + $1,320,178 related

  • John Huff

    Former Highest Compensated

    Total calculated
    $853,535
    From this org
    $853,535
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $853,535
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $853,535

  • James Pool

    Former Highest Compensated

    Total calculated
    $845,493
    From this org
    $843,534
    From related orgs
    $0
    Other
    $1,959
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $15,380
    Bonus
    $0
    Other
    $828,154
    Deferred
    $801
    Nontaxable benefits
    $1,158
    Filer's total
    $845,493

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
  • 1a · Health or social club dues or initiation fees
  • 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 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 or a cell phone allowance for individuals who are required to use their mobile phone for business purposes. All expense allowances are treated as taxable compensation. Nine of the persons listed in the Form 990, Part VII, Section A, received these benefits during the tax year. Health or social club dues or initiation fees-The organization may reimburse eligible employees for dues for a health club and/or a social club where there is a bona fide business need for the membership. For example, as part of the organization's promotion of health, the organization will cover a portion of any employees' fitness center club membership dues paid to an affiliated entity that owns and operates a fitness center. All employees are eligible for this benefit. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. 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, Lines 4a-b
Severance or Change of Control Payments: James Hinton received a severance payment from a related organization in the amount of $1,752,200. James Pool received a severance payment from the organization in the amount of $757,153. Jennifer Brown received a severance payment from a related organization in the amount of $1,125,274. John Huff received a severance payment from the organization in the amount of $382,863. 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: Andrejs Avots-Avotins, M.D. ($53,447), Angie Hutson, Boriana Farias, Brett Stauffer, M.D., Deanne Kindred, James Hinton, James Pool ($70,347), Janice Walker, Jeana O'Brien, M.D., Jennifer Brown, Jennifer Mitzner, John Huff ($470,672), Julie Creamer, Lisa L. Havens, Mark Williard, Matthew Chambers, Peter McCanna, Robin W. Watson, M.D., Sarah Knodel, Steven Newton and Walter Peters, 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.

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

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
202431349349301513

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