SCOTT & WHITE HEALTHCARE FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT & WHITE HEALTHCARE FOUNDATION (EIN 27-3513154)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202101349349305420
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T14:26:43-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273513154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Healthcare Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 2148204135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N Washington Avenue | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75246 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jana Sharpley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2547242111 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Scott & White-Central Texas Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jana Sharpley | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1Txt |
| City | Temple | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,621,918 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ctxfoundation.bswhealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To establish relationships and develop an understanding of and a belief in Baylor Scott & White's missions and vision in order to obtain philanthropic financial resources to meet the needs of the network of clinics, acute care hospitals and related health care entities it serves. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $35,580 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $25,416 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,933,614 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,772,369 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,035,060 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,253,994 | CYInvestmentIncomeAmt |
| PY Other Revenue | $184,306 | PYOtherRevenueAmt |
| CY Other Revenue | $480,346 | CYOtherRevenueAmt |
| PY Total Revenue | $23,152,980 | PYTotalRevenueAmt |
| CY Total Revenue | $28,506,709 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,696,887 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,281,848 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,999,058 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,694,439 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,765,516 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,614,351 | PYOtherExpensesAmt |
| CY Other Expenses | $2,012,344 | CYOtherExpensesAmt |
| PY Total Expenses | $46,310,296 | PYTotalExpensesAmt |
| CY Total Expenses | $52,024,631 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$23,157,316 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$23,517,922 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $200,927,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,912,352 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,221,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,740,964 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $182,706,581 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $158,171,388 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To establish relationships and develop an understanding of and a belief in Baylor Scott & White's mission and vision in order to obtain philanthropic financial resources to meet the needs of those it serves. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,279,185 | ExpenseAmt |
| Grant | $47,281,848 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | See Schedule OScott & White Healthcare Foundation dba Baylor Scott & White-Central Texas Foundation (Foundation) raises and manages charitable funds to support Baylor Scott & White Health and its charitable affiliates. Established as a nonprofit organization exempt under 501(c)(3) on July 22, 2010, the Foundation has distributed more than $176 million to Baylor Scott & White Health, helping the healthcare system achieve its mission of serving all people by promoting the well-being of all individuals, families and communities. Our generous donors are philanthropic partners who believe in Baylor Scott & White's mission, providing support to enhance specialty care services, improve access to primary care, and advance medical technology through innovation. Significant support from the Foundation equips Baylor Scott & White Health to embrace new changes, continue to excel in the delivery of quality services to its patients, and develop new models of care to meet the needs of a growing population. Through the support of generous donors, the Foundation is helping Baylor Scott & White Health improve lives in central Texas and beyond in many tangible, lasting ways. During the fiscal year, the Foundation distributed more than $47.6 million for priority programs and initiatives across Baylor Scott & White Health. | Desc |
| Total Program Service Expenses | $48,279,185 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Angie Hutson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148201075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N Washington Avenue | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75246 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Penny Cermak | |||||||||
| Treasurer | 1.00 | 40.00 | Yes (X) | $0 | $1,253,474 | $226,083 | |||
| Madhava R Beeram MD | |||||||||
| Director | 1.00 | 40.00 | $0 | $1,194,404 | $36,194 | Yes (X) | |||
| Timothy Bittenbinder MD | |||||||||
| Director | 1.00 | 40.00 | $0 | $953,294 | $130,237 | Yes (X) | |||
| John Erwin III MD | |||||||||
| Director (thru 4/18/20) | 1.00 | 40.00 | $0 | $912,261 | $115,183 | Yes (X) | |||
| Andrejs Avots-Avotins MD | |||||||||
| Director | 1.00 | 40.00 | $0 | $956,210 | $36,020 | Yes (X) | |||
| Robin W Watson MD | |||||||||
| Director | 1.00 | 40.00 | $0 | $778,591 | $118,773 | Yes (X) | |||
| Michael D Reis MD | |||||||||
| Director | 1.00 | 40.00 | $0 | $746,241 | $104,249 | Yes (X) | |||
| Mark Montgomery MD | |||||||||
| Director | 1.00 | 40.00 | $0 | $755,278 | $49,354 | Yes (X) | |||
| Angel Caldera MD | |||||||||
| Director | 1.00 | 40.00 | $0 | $700,006 | $49,422 | Yes (X) | |||
| Erin Bird MD | |||||||||
| Director | 1.00 | 40.00 | $0 | $598,778 | $51,861 | Yes (X) | |||
| Jana Sharpley | |||||||||
| President/CEO | 40.00 | 0.00 | Yes (X) | $493,458 | $0 | $74,481 | |||
| Francis P Anderson | |||||||||
| Former Officer | 0.00 | 40.00 | $0 | $444,925 | $56,394 | Yes (X) | |||
| Enid Wade | |||||||||
| Secretary | 1.00 | 40.00 | Yes (X) | $0 | $342,833 | $59,040 | |||
| Amy Martin | |||||||||
| VP CFO | 1.00 | 40.00 | Yes (X) | $0 | $320,280 | $38,657 | |||
| Christopher Beck | |||||||||
| Director Philanthropy | 40.00 | 0.00 | $174,770 | $0 | $22,171 | Yes (X) | |||
| Jeremy J Ksionda | |||||||||
| Director Philanthropy | 40.00 | 0.00 | $141,331 | $0 | $33,695 | Yes (X) | |||
| Lori Luppino | |||||||||
| Director Philanthropy | 40.00 | 0.00 | $144,083 | $0 | $16,541 | Yes (X) | |||
| Ashley Castillo | |||||||||
| Director Philanthropy | 40.00 | 0.00 | $121,138 | $0 | $22,087 | Yes (X) | |||
| Kassi Horner | |||||||||
| Director Philanthropy | 40.00 | 0.00 | $122,793 | $0 | $14,466 | Yes (X) | |||
| Thomas Burdett | |||||||||
| Director/Chair | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Louis S Casey Jr | |||||||||
| Director | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Mary Claire Culpepper | |||||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Michelle Digaetano | |||||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Wayne Fisher | |||||||||
| Director | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Morris E Foster | |||||||||
| Director | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Jeanne M Gillen | |||||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Donald R Grobowsky | |||||||||
| Director | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Ted W Heil | |||||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Carey Hobbs | |||||||||
| Director | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Jim Kruse | |||||||||
| Director | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Drayton McLane III | |||||||||
| Director/Vice Chair | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| James H Mills | |||||||||
| Director | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| William Rogers | |||||||||
| Director | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,197,573 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,956,575 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,254,908 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maggies Catering | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 743 | AddressLine1Txt |
| City | Holland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Catering Services | ServicesDesc |
| Compensation | $102,931 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $87,177 | FundraisingAmt |
| Related Organizations | $14,079,082 | RelatedOrganizationsAmt |
| All Other Contributions | $9,606,110 | AllOtherContributionsAmt |
| Noncash Contributions | $1,076,466 | NoncashContributionsAmt |
| Total Contributions | $23,772,369 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,611,845 | TotalRevenueColumnAmt |
| Exclusion | $2,611,845 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $510,320 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $35,580 | UnrelatedBusinessRevenueAmt |
| Exclusion | $474,740 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,684,092 | SecuritiesAmt |
| Other | $7,448 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,049,391 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,634,701 | SecuritiesAmt |
| Other | $7,448 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,642,149 | TotalRevenueColumnAmt |
| Exclusion | $1,642,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,844 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $87,177 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,818 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,974 | TotalRevenueColumnAmt |
| Exclusion | -$29,974 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,506,709 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $35,580 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,698,760 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,156,209 | TotalAmt |
| Program Services | $47,156,209 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,639 | TotalAmt |
| Program Services | $125,639 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,675 | TotalAmt |
| Program Services | $109,335 | ProgramServicesAmt |
| Management And General | $109,335 | ManagementAndGeneralAmt |
| Fundraising | $328,005 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,799,107 | TotalAmt |
| Program Services | $548,167 | ProgramServicesAmt |
| Management And General | $506,036 | ManagementAndGeneralAmt |
| Fundraising | $744,904 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,236 | TotalAmt |
| Program Services | $19,572 | ProgramServicesAmt |
| Management And General | $18,068 | ManagementAndGeneralAmt |
| Fundraising | $26,596 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,098 | TotalAmt |
| Program Services | $39,334 | ProgramServicesAmt |
| Management And General | $36,312 | ManagementAndGeneralAmt |
| Fundraising | $53,452 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,323 | TotalAmt |
| Program Services | $44,507 | ProgramServicesAmt |
| Management And General | $40,908 | ManagementAndGeneralAmt |
| Fundraising | $69,908 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,984 | TotalAmt |
| Management And General | $40,984 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634 | TotalAmt |
| Management And General | $1,634 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Fundraising | $36,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181,405 | TotalAmt |
| Program Services | $49,360 | ProgramServicesAmt |
| Management And General | $1,054,516 | ManagementAndGeneralAmt |
| Fundraising | $77,529 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,615 | TotalAmt |
| Program Services | $3,041 | ProgramServicesAmt |
| Management And General | $2,796 | ManagementAndGeneralAmt |
| Fundraising | $4,778 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,980 | TotalAmt |
| Program Services | $20,912 | ProgramServicesAmt |
| Management And General | $19,221 | ManagementAndGeneralAmt |
| Fundraising | $32,847 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,847 | TotalAmt |
| Program Services | $62,997 | ProgramServicesAmt |
| Management And General | $57,902 | ManagementAndGeneralAmt |
| Fundraising | $98,948 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,122 | TotalAmt |
| Program Services | $6,625 | ProgramServicesAmt |
| Management And General | $6,090 | ManagementAndGeneralAmt |
| Fundraising | $10,407 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,954 | TotalAmt |
| Program Services | $4,858 | ProgramServicesAmt |
| Management And General | $4,465 | ManagementAndGeneralAmt |
| Fundraising | $7,631 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,416 | TotalAmt |
| Program Services | $1,265 | ProgramServicesAmt |
| Management And General | $1,163 | ManagementAndGeneralAmt |
| Fundraising | $1,988 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,551 | TotalAmt |
| Program Services | $26,234 | ProgramServicesAmt |
| Management And General | $24,112 | ManagementAndGeneralAmt |
| Fundraising | $41,205 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
| Program Services | $115 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
| Fundraising | $180 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues & Memberships | $150,376 | $43,090 | $39,605 | $67,681 |
| Donor Recognition | $135,303 | $135,303 | ||
| Non-Medical Supplies | $9,932 | $2,846 | $2,616 | $4,470 |
| Federal Income Tax | $203 | $203 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,622 | TotalAmt |
| Program Services | $15,079 | ProgramServicesAmt |
| Management And General | $13,859 | ManagementAndGeneralAmt |
| Fundraising | $23,684 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,024,631 | TotalAmt |
| Program Services | $48,279,185 | ProgramServicesAmt |
| Management And General | $1,979,930 | ManagementAndGeneralAmt |
| Fundraising | $1,765,516 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,497,629 | BOYAmt |
| EOY | $1,865,955 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,010,722 | BOYAmt |
| EOY | $21,906,759 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,617 | BOYAmt |
| EOY | $213,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,304,839 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,474,176 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,900,645 | BOYAmt |
| EOY | $1,830,663 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,092,883 | BOYAmt |
| EOY | $138,976,778 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,444 | BOYAmt |
| EOY | $118,260 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,927,940 | BOYAmt |
| EOY | $164,912,352 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,262,941 | BOYAmt |
| EOY | $5,340,802 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,658,418 | BOYAmt |
| EOY | $1,400,162 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,221,359 | BOYAmt |
| EOY | $6,740,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,958,525 | BOYAmt |
| EOY | $34,611,639 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,748,056 | BOYAmt |
| EOY | $123,559,749 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,706,581 | BOYAmt |
| EOY | $158,171,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,927,940 | BOYAmt |
| EOY | $164,912,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$23,517,922 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,877,138 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,859,867 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,944,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,270,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,576,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,933,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,772,369 | CurrentTaxYearAmt |
| Total | $100,497,838 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,944,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,270,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,576,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,933,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,772,369 | CurrentTaxYearAmt |
| Total | $100,497,838 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,227,714 | SubstantialContributorsTotAmt |
| Public Support Total170 | $96,270,124 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,999,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,940,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,201,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,202,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,086,585 | CurrentTaxYearAmt |
| Total | $15,430,429 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$10,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,416 | CurrentTaxYearAmt |
| Total | $89,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $116,018,213 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $212,657 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $431 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,634 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $2,065 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Statement Regarding Legislative Activity: Health care policy is critical to all Americans, and the Organization believes that health care providers must participate in forming health care policy by interacting with national, state and local representatives and their staff members to help them better understand the complexities and ramifications of key health care policies including, without limitation, those related to uninsured and indigent patient needs as well as the legislative and regulatory needs to assure the delivery of cost-efficient, quality health care. The Organization has established relationships with persons and industry associations that often communicate the Organization's positions on major health care issues. These contacts may include direct contact, telephone conversations and/or letters. Also, the Organization may attempt to educate the local community on certain legislative initiatives that may impact the Organization's ability to provide quality health care services to the community through direct mailings, media advertising or broadcast statements. The amount of resources (time and money) involved in these activities is insubstantial. The Organization has not intervened in any political campaign. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,871,667 | BeginningYearBalanceAmt |
| Contributions | $57,192 | ContributionsAmt |
| Investment Earnings Or Losses | $1,852,162 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,347,618 | OtherExpendituresAmt |
| End Year Balance | $78,433,403 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,310,817 | BeginningYearBalanceAmt |
| Contributions | $740,407 | ContributionsAmt |
| Investment Earnings Or Losses | $4,125,921 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,305,478 | OtherExpendituresAmt |
| End Year Balance | $103,871,667 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,467,588 | BeginningYearBalanceAmt |
| Contributions | $107,317 | ContributionsAmt |
| Investment Earnings Or Losses | $13,658,656 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,922,744 | OtherExpendituresAmt |
| End Year Balance | $122,310,817 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,119,337 | BeginningYearBalanceAmt |
| Contributions | $421,608 | ContributionsAmt |
| Investment Earnings Or Losses | $5,349,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,422,469 | OtherExpendituresAmt |
| End Year Balance | $112,467,588 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,029,792 | BeginningYearBalanceAmt |
| Contributions | $2,770,649 | ContributionsAmt |
| Investment Earnings Or Losses | $698,951 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,380,055 | OtherExpendituresAmt |
| End Year Balance | $113,119,337 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25630 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22620 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,500 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $610,050 | OtherCostOrOtherBasisAmt |
| Book Value | $620,550 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,649,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,048,452 | DepreciationAmt |
| Book Value | $601,498 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,034,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $425,724 | DepreciationAmt |
| Book Value | $608,615 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,830,663 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Trusts Due to Unrelated Beneficiaries | Desc |
| Amt | $1,400,162 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,400,162 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Baylor Scott & White-Central Texas Foundation endowments provide support for the activities and purposes of BSW Holdings and its affiliated entities (collectively, "BSWH"). They enable BSWH to advance its medical objective and mission, including sponsorship of patient care, research, and educational and training programs. |
| Part X, Line 2: | The filing organization does not have separate individual audited financial statements; however, the organization is included in the Combined Foundations of Baylor Scott & White Holdings Combined Financial Statements. The Foundations follow the provisions of ASC 740, "Income Taxes." As of June 30, 2020, the Foundations had no material gross unrecognized tax benefits. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TL Jones & Associates LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Pascal Ln | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Identify potential donors and business development | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $36,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net To Organization | $36,000 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dove Hunt | Event1Nm |
| Gross Receipts Event1 | $81,517 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $66,487 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,030 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $740 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,466 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,392 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,632 | OtherDirectExpensesEvent1Amt |
| Event2 | Top Golf | Event2Nm |
| Gross Receipts Event2 | $41,504 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $20,690 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,814 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $26,388 | RentFacilityCostsEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $123,021 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $87,177 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,844 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $740 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $37,854 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,392 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,632 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,818 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,974 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Memorial Hospital | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 741166904 | 501 (c) (3) | $21,855,595 | $312,811 | FMV | Covid Related Donations | Medical research,education and other patient programs and services |
| Hillcrest Baptist Medical Center | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 741161944 | 501 (c) (3) | $7,000,638 | $21,320 | FMV | Covid Related Donations | Education and other patient programs and services |
| Scott & White Hospital-College Station | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 274434451 | 501 (c) (3) | $4,491,522 | $40,303 | FMV | Covid Related Donations | Education and other patient programs and services |
| Scott & White Hospital-Marble Falls | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 464007700 | 501 (c) (3) | $413,655 | $24,344 | FMV | Covid Related Donations | Education and other patient programs and services |
| Scott & White Hospital-Brenham | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742519752 | 501 (c) (3) | $24,518 | $3,813 | FMV | Covid Related Donations | Education and other patient programs and services |
| Scott & White Clinic | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742958277 | 501 (c) (3) | $8,706,276 | $121,258 | FMV | Covid Related Donations | Education and other patient programs and services |
| Baylor Scott & White Health | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 463131350 | 501 (c) (3) | $1,204,264 | $37,650 | FMV | Covid Related Donations | Education and other patient programs and services |
| Scott & White Hospital-Round Rock | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 203749695 | 501 (c) (3) | $1,206,089 | $185,218 | FMV | Covid Related Donations | Education and other patient programs and services |
| Baylor Research Institute | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751921898 | 501 (c) (3) | $1,306,998 | N/A | N/A | Medical Research | |
| Scott & White Continuing Care Hospital | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 202850920 | 501 (c) (3) | $12,734 | N/A | N/A | Education and other patient programs and services | |
| Scott & White Hospital-Taylor | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 741595711 | 501 (c) (3) | $135,078 | $18,521 | FMV | Covid Related Donations | Education and other patient programs and services |
| Baylor Scott & White Medical Centers-Capitol Area | ||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 813040663 | 501 (c) (3) | $4,618 | $24,957 | FMV | Covid Related Donations | Education and other patient programs and services |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $125,639 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Monitoring Grants & Other Assistance: As part of its mission, the organization provides grants and other assistance to related organizations and/or unrelated not-for-profit organizations which are religious, charitable, scientific, or educational in nature, within the meaning of Internal Revenue Code Section 501(c)(3), when the use will further one or more tenets of the organization's charitable mission and one of the following criteria for use of these funds is met: (1) Fulfills a need identified by a community needs assessment conducted by the organization and/or outlined in an implementation strategy, (2) Serves an under-served community or group of people through medical mission work to improve their health status (3) promotes health in the community, (4) supports community buildings activities that protect or improves the community's health or safety and/or (5) provides positive visibility and good community relations with other organization serving the health needs of the community. For related organizations, all grants and other assistance are subject to the policies and procedures set forth by BSWH which ensures all funds are used in accordance with the guidelines set forth above and in accordance with the related organization's exempt purpose. Grants and other assistance provided to unrelated organizations are typically monitored by personal inspection. Examples include providing assistance to entities where the filing organization's employee serves as a Board Member for the recipient organization or through attendance at community events where the filing organization employees work as volunteers or to help coordinate these events. Community Benefit grants and/or contributions provided to unrelated organizations are given as a restricted gift and the receiving organization must return a signed receipt indicating the funds were used for that purpose. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Penny Cermak | ||||||||||||||
| Treasurer | $0 | $628,466 | $0 | $530,509 | $0 | $94,499 | $0 | $194,266 | $0 | $31,817 | $0 | $1,479,557 | $0 | $60,698 |
| Madhava R Beeram MD | ||||||||||||||
| Director | $0 | $536,930 | $0 | $237,265 | $0 | $420,209 | $0 | $14,000 | $0 | $22,194 | $0 | $1,230,598 | $0 | $284,674 |
| Timothy Bittenbinder MD | ||||||||||||||
| Director | $0 | $664,401 | $0 | $277,145 | $0 | $11,748 | $0 | $106,355 | $0 | $23,882 | $0 | $1,083,531 | $0 | $0 |
| John Erwin III MD | ||||||||||||||
| Director (thru 4/18/20) | $0 | $622,377 | $0 | $276,202 | $0 | $13,682 | $0 | $85,384 | $0 | $29,799 | $0 | $1,027,444 | $0 | $9,680 |
| Andrejs Avots-Avotins MD | ||||||||||||||
| Director | $0 | $466,000 | $0 | $154,935 | $0 | $335,275 | $0 | $14,000 | $0 | $22,020 | $0 | $992,230 | $0 | $224,964 |
| Robin W Watson MD | ||||||||||||||
| Director | $0 | $559,050 | $0 | $216,931 | $0 | $2,610 | $0 | $88,994 | $0 | $29,779 | $0 | $897,364 | $0 | $0 |
| Michael D Reis MD | ||||||||||||||
| Director | $0 | $512,849 | $0 | $221,908 | $0 | $11,484 | $0 | $81,939 | $0 | $22,310 | $0 | $850,490 | $0 | $0 |
| Mark Montgomery MD | ||||||||||||||
| Director | $0 | $708,779 | $0 | $33,750 | $0 | $12,749 | $0 | $22,400 | $0 | $26,954 | $0 | $804,632 | $0 | $9,333 |
| Angel Caldera MD | ||||||||||||||
| Director | $0 | $662,157 | $0 | $0 | $0 | $37,849 | $0 | $22,400 | $0 | $27,022 | $0 | $749,428 | $0 | $9,548 |
| Erin Bird MD | ||||||||||||||
| Director | $0 | $535,154 | $0 | $40,000 | $0 | $23,624 | $0 | $22,400 | $0 | $29,461 | $0 | $650,639 | $0 | $10,132 |
| Jana Sharpley | ||||||||||||||
| President/CEO | $333,475 | $0 | $141,593 | $0 | $18,390 | $0 | $53,113 | $0 | $21,368 | $0 | $567,939 | $0 | $0 | $0 |
| Francis P Anderson | ||||||||||||||
| Former Officer | $0 | $132,465 | $0 | $0 | $0 | $312,460 | $0 | $46,971 | $0 | $9,423 | $0 | $501,319 | $0 | $0 |
| Enid Wade | ||||||||||||||
| Secretary | $0 | $253,041 | $0 | $87,757 | $0 | $2,035 | $0 | $39,355 | $0 | $19,685 | $0 | $401,873 | $0 | $0 |
| Amy Martin | ||||||||||||||
| VP CFO | $0 | $234,070 | $0 | $83,938 | $0 | $2,272 | $0 | $35,316 | $0 | $3,341 | $0 | $358,937 | $0 | $0 |
| Christopher Beck | ||||||||||||||
| Director Philanthropy | $140,214 | $0 | $34,445 | $0 | $111 | $0 | $7,279 | $0 | $14,892 | $0 | $196,941 | $0 | $0 | $0 |
| Jeremy J Ksionda | ||||||||||||||
| Director Philanthropy | $112,176 | $0 | $29,079 | $0 | $76 | $0 | $5,507 | $0 | $28,188 | $0 | $175,026 | $0 | $0 | $0 |
| Lori Luppino | ||||||||||||||
| Director Philanthropy | $115,166 | $0 | $28,373 | $0 | $544 | $0 | $5,997 | $0 | $10,544 | $0 | $160,624 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. 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 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, Lines 4a-b | Severance or Change of Control Payments: Francis P. Anderson received a severance payment from a related organization in the amount of $306,652. 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: Amy Martin, Andrejs Avots-Avotins, M.D. ($319,080), Angel Caldera, M.D., Enid Wade, Erin Bird, M.D., Francis P. Anderson, Jana Sharpley, John Erwin, III, M.D., Madhava R. Beeram, M.D. ($402,528), Mark Montgomery, M.D., Michael D. Reis, M.D., Robin W. Watson, M.D., Penny Cermak and Timothy Bittenbinder, 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. |
| 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. These benefits may include reimbursement for certain reasonable expenses paid on behalf of the member's spouse while accompanying the member on business travel on behalf of the 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. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $113,153 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $457 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $111,125 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,109 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,554 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $163,690 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Covid Related Donations | 201 | $626,566 | Fair Market Value |
| Yes (X) | Constrt Mat'ls | 1 | $10,000 | Fair Market Value |
| Yes (X) | Auction Items | 8 | $8,811 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The Organization is reporting based on the number of contributions, not the number of items contributed. Form 990, Schedule M, Part II, Supplemental Information: During the tax year the organization received various non-cash donations from members of the community to support the organization and its clinical workers treating patients impacted by the COVID-19 pandemic. Examples include, but are not limited to, personal protective equipment, food and beverages, hand sanitizer, and clothing and household goods. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Business relationship: Drayton McLane III and Wayne Fisher. |
| Form 990, Part VI, Section A, line 6 | Members or stockholders: The organization is a Texas nonprofit membership organization in which Scott & White Healthcare, a tax exempt, Texas nonprofit corporation, is the sole member. |
| Form 990, Part VI, Section A, line 7a | Election of members of governing body by members, stockholders, or other persons: Baylor Scott & White Holdings (BSW Holdings), a tax exempt, Texas nonprofit corporation is the ultimate parent entity of the organization. BSW Holdings has control and substantial reserved powers over the organization, including those to elect and remove the governing body of the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. |
| Form 990, Part VI, Section A, line 7b | Governing body decisions subject to approval: All rights and powers are reserved to the organization's ultimate parent, BSW Holdings, except only those rights and powers expressly set forth in the bylaws, required by state or federal law, or to meet the requirements and standards promulgated by joint commission. For example, BSW Holdings' substantial reserved rights and powers include, without limitation, approval of the organization's certificate of formation and bylaws and amendments thereto, appointment and removal of members of the organization's governing body, approval of dissolutions and mergers, and other similar decisions over the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. |
| Form 990, Part VI, Section B, line 11b | Process used to review the Form 990: The Form 990 is prepared and reviewed by the BSWH tax department. During the return preparation process the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance to prepare a complete and accurate return. Upon completion, the Form 990 is reviewed by the organization's President, financial officer and/or other key officers. A complete final copy of the return is provided to the organization's governing body prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with an actual or perceived ability to influence the organization have the duty to disclose annually and otherwise promptly as potential conflicts are identified, any familial, professional or financial relationships with entities or individuals that do, or seek to do business with the organization or that compete with the organization. These individuals include the organization's officers, governing body, management, physicians with administrative services agreements, employed physicians, persons who participate in the design, coordination, conduct, or reporting of research on behalf of BSWH, and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BSW Holdings' Board of Trustees Audit and Compliance Committee and the BSW Holdings' Corporate Compliance Committee review all relevant disclosures submitted by these individuals to determine whether a conflict of interest exists and to determine an appropriate resolution, if necessary any individual with a perceived or potential conflict is prohibited from voting or participating in the decision making process regarding such transaction with that individual. |
| Form 990, Part VI, Section B, line 15 | 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. |
| Form 990, Part VI, Section C, line 19 | Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's certificate of formation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization is included within the combined financial statements of BSW Holdings that are made available to the public by the posting of those documents through DAC Bond. The organization's other governing documents and conflicts of interest policy are not made available to the public. |
| Form 990, Part XI, line 9: | Self Insurance Liability Reserve -5,838. Transfers Between Entities Under Common Control -16,462. Uncollectible Pledges -211,745. Unrestricted Split Int Agreements 2,093,912. |
| Supplemental Information: IRC Section 6038 Statement: | Disclosure Statement Related to Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer: In accordance with IRC Section 6038 and the constructive ownership rules of IRC Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, with respect to certain controlled foreign corporations (CFCs) including Baylor Scott & White Assurance SPC. These filing requirements are or will be satisfied through the filing of Forms 5471 for this CFC by the U.S. taxpayer identified below who has the same filing requirement. Taxpayer Name: Baylor University Medical Center Taxpayer Address: 301 N. Washington Avenue, Dallas, TX 75246 Taxpayer Identification Number of U.S. tax return with which the Forms 5471 were or will be filed: 75-1837454 IRS Service Center where U.S. tax return was or will be filed: E-filed |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All Saints Health Foundation | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751947007 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor All Saints Medical Center | Yes (1) | |
| Baylor All Saints Medical Center | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751008430 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Health Care System | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751812652 | Management Services | TX | 501(c)(3) | Line 12b, II | Baylor Scott & White Holdings | Yes (1) | |
| Baylor Health Care System Employee Benefit Trust | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751848557 | VEBA | TX | 501(c)(9) | Baylor Health Care System | Yes (1) | ||
| Baylor Health Care System Foundation | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751606705 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor Health Care System | Yes (1) | |
| Baylor Health Services | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751917311 | Inactive | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hosp | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751037226 | Rehabilitation Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Carrollton | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 454510252 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Irving | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 752586857 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Waxahachie | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751844139 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Centers at Garland and McKinney | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751037591 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Regional Medical Center at Grapevine | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751777119 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Regional Medical Center at Plano | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 820551704 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Research Institute | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751921898 | Research | TX | 501(c)(3) | Line 4 | Baylor Health Care System | Yes (1) | |
| Baylor Scott & White Health | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 463131350 | Management Services | TX | 501(c)(3) | Line 12b, II | Baylor Scott & White Holdings | Yes (1) | |
| Baylor Scott & White Holdings | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 463130985 | Parent | TX | 501(c)(3) | Line 12b, II | 0 | N/A | |
| Baylor University Medical Center | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751837454 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| HealthTexas Provider Network | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 752536818 | Physician Services | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Hillcrest Baptist Medical Center | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 741161944 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Memorial Hospital | Yes (1) | |
| Hillcrest Family Health Center | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742730350 | Physician Services | TX | 501(c)(3) | Line 12a, I | Hillcrest Baptist Medical Center | Yes (1) | |
| Hillcrest Physician Services | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742967081 | Physician Services | TX | 501(c)(3) | Line 12a, I | Hillcrest Baptist Medical Center | Yes (1) | |
| Irving Healthcare Foundation | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751570933 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor Medical Center at Irving | Yes (1) | |
| Scott & White Clinic | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742958277 | Physician Services | TX | 501(c)(3) | Line 10 | Scott & White Healthcare | Yes (1) | |
| Scott & White Continuing Care Hospital | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 202850920 | Long Term Acute Care Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White EMS Inc | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 753242749 | Emergency Transport | TX | 501(c)(3) | Line 10 | Scott & White Memorial Hospital | Yes (1) | |
| Scott & White Foundation-Brenham | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742460815 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Hospital-Brenham | Yes (1) | |
| Scott and White Health Plan | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742052197 | HMO | TX | 501(c)(4) | Baylor Scott & White Holdings | Yes (1) | ||
| Scott & White Healthcare | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 264532547 | Management Services | TX | 501(c)(3) | Line 12b, II | Baylor Scott & White Holdings | Yes (1) | |
| Scott & White Hospital-Brenham | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742519752 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-College Station | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 274434451 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Llano | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 273026151 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Marble Falls | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 464007700 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Round Rock | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 203749695 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Taylor | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 741595711 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Memorial Hospital | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 741166904 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Southern Sector Health Initiative | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 263087442 | Diabetes Health & Wellness Center | TX | 501(c)(3) | Line 12a, I | Baylor University Medical Center | Yes (1) | |
| Baylor Scott & White Medical Centers-Capitol Area | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 813040663 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Scott & White Health | Yes (1) | |
| Century Integrated Partners Inc | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 810872075 | Physician Services/Emergency Care | TX | 501(c)(3) | Line 3 | Baylor University Medical Center | Yes (1) | |
| Baylor Scott & White Medical Center - Centennial | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 824052186 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Scott & White Care Plans | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 822794853 | HMO | TX | 501(c)(4) | Scott and White Health Plan | Yes (1) | ||
| Lake Pointe Operating Company LLC | |||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 260194016 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (52 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| Arlington Ortho & Spine Hospital LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 261578178 | Hospital | TX | N/A |
| Baylor Affiliated Services LLC | |||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 260614730 | Benefit Plans | TX | N/A |
| Baylor Heart and Vascular Center LLP | |||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 752834135 | Specialty Hospital | TX | N/A |
| Baylor Surgicare at Ennis LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 274202856 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Granbury LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 263896477 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Mansfield LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 271835675 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Plano Parkway LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 274282604 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Plano LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 260308454 | Ambulatory Surgery Center | TX | N/A |
| Bellaire Outpatient Surgery Center LLP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 562297308 | Ambulatory Surgery Center | TX | N/A |
| BIR JV LLP | |||||||
| 4714 Gettysburg Rd | Mechanicsburg | PA | 17055 | 274586141 | Rehabilitation Hospitals | TX | N/A |
| BTDI JV LLP | |||||||
| 1431 Perrone Way | Franklin | TN | 37069 | 462908086 | Outpatient Imaging Centers | TX | N/A |
| Dallas Surgical Partners LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 722183815 | Ambulatory Surgery Center | TX | N/A |
| Denton Surgicare Partners Ltd | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752708579 | Ambulatory Surgery Center | TX | N/A |
| Desoto Surgicare Partners Ltd | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752592508 | Ambulatory Surgery Center | TX | N/A |
| EBD JV LLP | |||||||
| 8686 New Trails Dr Suite 100 | The Woodlands | TX | 77381 | 455434614 | Free Standing Emergency Hospitals | TX | N/A |
| Frisco Medical Center LLP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752865177 | Hospital | TX | N/A |
| Ft Worth Surgicare Partners Ltd | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752658178 | Hospital | TX | N/A |
| Garland Surgicare Partners Ltd | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752764855 | Ambulatory Surgery Center | TX | N/A |
| Grapevine Surgicare Partners Ltd | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752854711 | Ambulatory Surgery Center | TX | N/A |
| HealthTexas Provider Network-Gastro Serv LLP | |||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 731697736 | Ambulatory Surgery Center | TX | N/A |
| Heritage Park Surgical Hospital LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 611762781 | Hospital | TX | N/A |
| Irving Coppell Surgical Hospital LLP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 542086863 | Hospital | TX | N/A |
| Lewisville Surgicare Partners Ltd | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752862263 | Ambulatory Surgery Center | TX | N/A |
| Lone Star Endoscopy Center LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 273635726 | Ambulatory Surgery Center | TX | N/A |
| MEDCO Construction LLC | |||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 205965871 | Construction | TX | N/A |
| Metrocrest Surgery Center LP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 030380493 | Ambulatory Surgery Center | TX | N/A |
| Metroplex Surgicare Partners Ltd | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752567179 | Ambulatory Surgery Center | TX | N/A |
| MSH Partners LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752829613 | Hospital | TX | N/A |
| North Central Surgical Center LLP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 201508140 | Hospital | TX | N/A |
| North Garland Surgery Center LLP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 562399993 | Ambulatory Surgery Center | TX | N/A |
| Park Cities Surgery Center LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 562357079 | Ambulatory Surgery Center | TX | N/A |
| Physicians Surgical Center of Ft Worth LLP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 208303422 | Ambulatory Surgery Center | TX | N/A |
| Rockwall Ambulatory Surgery Center LLP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 205506447 | Ambulatory Surgery Center | TX | N/A |
| Specialty Surgery Center of Fort Worth LP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 201942281 | Inactive | TX | N/A |
| Surgery Center of Richardson Phys Pship LP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 200606781 | Inactive | TX | N/A |
| Texas Endoscopy Centers LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 470985876 | Ambulatory Surgery Center | TX | N/A |
| Texas Health Ventures Group LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752696845 | Holds interests in ASCs/ Short Stay Hospitals | TX | N/A |
| Texas Heart Hospital of the Southwest LLP | |||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 412101361 | Specialty Hospital | TX | N/A |
| THVG Bariatric LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 383894636 | Holds interests in Ambulatory Surgery Centers | TX | N/A |
| Trophy Club Medical Center LP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 481260190 | Hospital | TX | N/A |
| Tuscan Surgery Center at Las Colinas LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 273578014 | Ambulatory Surgery Center | TX | N/A |
| University Surgical Partners of Dallas LLP | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 550823809 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at North Dallas LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752900902 | Ambulatory Surgery Center | TX | N/A |
| BT East Dallas JV LLP | |||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 475119983 | Former Hospital/Wind Down | TX | N/A |
| BT Garland JV LLP | |||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 475009342 | Former Hospital/Wind Down | TX | N/A |
| Blue Stone JV LLP | |||||||
| 1431 Perrone Way | Franklin | TN | 37069 | 474798129 | Outpatient Imaging Centers | TX | N/A |
| Baylor Surgicare at Baylor Plano LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 813127185 | Ambulatory Surgery Center | TX | N/A |
| Blue Stone Frisco JV LLP | |||||||
| 1431 Perrone Way | Franklin | TN | 37069 | 812480586 | Outpatient Imaging Centers | TX | N/A |
| Centennial ASC LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 352199232 | Ambulatory Surgery Center | TX | N/A |
| Texas Regional Medical Center LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 510570864 | Hospital | TX | N/A |
| Texas Spine and Joint Hospital LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 752951355 | Hospital | TX | N/A |
| Baylor Surgicare at Blue Star LLC | |||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 814638201 | Ambulatory Surgery Center | TX | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 261661900 | Condo Association | TX | N/A | C | Yes (1) | ||||
| Baylor Health Enterprises LP | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751997378 | Fitness Center/Pharmacy | TX | N/A | C | Yes (1) | ||||
| Baylor Health Network Inc | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 752463251 | Health Care Consulting Services | TX | N/A | C | Yes (1) | ||||
| Baylor Med Ctr at Grapevine Condo Owners Association Inc | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 752747555 | Condo Association | TX | N/A | C | Yes (1) | ||||
| Baylor Quality Health Care Alliance LLC | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 454015863 | ACO | TX | N/A | C | Yes (1) | ||||
| BMP Incorporated | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751436779 | Post Office | TX | N/A | C | Yes (1) | ||||
| BUMCRoberts Condominium Owners Association Inc | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 752897806 | Condo Association | TX | N/A | C | Yes (1) | ||||
| Charitable Remainder Trust (51) | |||||||||||||
| Investment | TX | N/A | T | 0 | |||||||||
| Charitable Lead Trust (3) | |||||||||||||
| Investment | TX | N/A | T | 0 | |||||||||
| Hillcrest Health Holdings Inc | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 742793367 | Inactive | TX | N/A | C | Yes (1) | ||||
| Insurance Company of Scott & White | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 743092083 | Insurance | TX | N/A | C | Yes (1) | ||||
| Baylor Scott & White Assurance SPC | |||||||||||||
| 980589956 | Investment | N/A | C | Yes (1) | 23 Lime Tree Bay | Grand Cayman | CJ | CJ | |||||
| SHA LLC | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 752569094 | HMO | TX | N/A | C | Yes (1) | ||||
| Southwest Life & Health Insurance Company | |||||||||||||
| 301 N Washington Avenue | Dallas | TX | 75246 | 751085046 | Insurance | TX | N/A | C | Yes (1) | ||||
| APN | |||||||||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 320416211 | Inactive | TX | N/A | C | Yes (1) | ||||
| Spine & Joint Physician Associates | |||||||||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 473135825 | Inactive | TX | N/A | C | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Scott & White Hospital Round Rock | ||
| B | $1,391,307 | GAAP |
| Scott & White Memorial Hospital | ||
| B | $22,168,406 | GAAP |
| Hillcrest Baptist Medical Center | ||
| B | $7,021,958 | GAAP |
| Baylor Scott & White Health | ||
| B | $1,241,914 | GAAP |
| Scott & White Hospital-College Station | ||
| B | $4,531,825 | GAAP |
| Scott & White Hospital-Marble Falls | ||
| B | $437,999 | GAAP |
| Scott & White Hospital-Taylor | ||
| B | $153,599 | GAAP |
| Scott & White Clinic | ||
| B | $8,827,534 | GAAP |
| Baylor Research Institute | ||
| B | $1,306,998 | GAAP |
| Scott & White Healthcare | ||
| C | $14,079,082 | GAAP |
| Baylor Scott & White Health | ||
| M | $1,435,997 | GAAP |
Comments