2018-05-15T14:24:32-05:00 2017-06-30 990 2016-07-01 741166904 Scott & White Memorial Hospital SCOT 2542159256 2401 S 31st Street Temple TX 76508 Alita Risinger CFO 2542159256 2018-05-14 2016 2022-09-23 18:48:47Z Scott & White Medical Center-Temple Shahin Motakef 2401 S 31st Street Temple TX 76508 1365239749 0 X www.bswhealth.com X 1949 TX Faith based acute care hospital providing exemplary patient care, medical education, medical research and community service to residents of the Central Texas region since 1897. 17 9 9262 188 1247585 0 9444104 22578341 1156767357 1197767858 6889925 19241291 4763028 3792834 1177864414 1243380324 8483237 10922993 0 0 370424112 378351170 0 0 0 576708320 606034109 955615669 995308272 222248745 248072052 1964509231 2022054927 705657884 520249294 1258851347 1501805633 X Baylor Scott & White Health exists to serve all people by providing personalized health and wellness through exemplary care, education and research as a Christian ministry of healing. 0 0 701434681 10922993 1170208976 See Schedule OScott & White Memorial Hospital is a faith based, nonprofit hospital providing exemplary patient care services to the residents of Bell County and the surrounding communities since 1904. Locations include Scott & White Medical Center - Temple (SW Temple), a 640-bed acute care hospital and Baylor Scott & White McLane Children's Medical Center, a 48 room children's hospital. Collectively, both locations as well as other outpatients departments functions as a major patient care, research and medical education center of the Southwest and serves local, national and international patients.This hospital is affiliated with Baylor Scott & White Health (BSWH), a faith based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare. Today, BSWH includes 48 hospitals, approximately 1,000 patient care sites, more than 7,800 active physicians, over 48,000 employees and the Scott & White Health Plan.SW Temple is one of the system's two flagship hospitals and provides inpatient and outpatient medical services to treat individuals with diseases, illnesses and injuries of varying complexities. Services include providing patients with innovative methods of prevention, diagnosis, treatment, education and support consistent with a quality teaching and research hospital. Multidisciplinary interaction among physicians helps ensure comprehensive care for all stages of illness through all stages of life. Many of the major health care programs have received national recognition and honors, including the Level I Trauma Center and Neonatal Intensive Care Unit. During the fiscal year, SW Temple admitted 32,132 patients resulting in 165,697 patient days; delivered 2,469 babies, and received 73,631 emergency department visits. Baylor Scott & White McLane Children's Medical Center admitted 2,931 patients resulting in 12,954 patient days, and received 27,660 emergency department visits. Additionally, these hospitals provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas Statutory methodology) of $196,630,017 and provided community benefits (as reported on the Internal Revenue Service (IRS) Form 990, Schedule H) of $144,627,662 during the tax year. See Schedule H for more information regarding these services and how the hospitals promote the health of the communities. 103416671 0 16978381 See Schedule OBSWH is the primary teaching affiliate to the Texas A&M University System Health Science Center College of Medicine (the "College of Medicine"), with the SW Temple main campus being the primary BSWH teaching location. BSWH and clinical facilities in College Station, TX, Round Rock, TX, Brenham, TX and Taylor, TX also participate in teaching activities. The College of Medicine is a fully accredited, seven year medical school. Currently more than 200 medical students receive their basic science and clinical training at BSWH. Virtually all physicians on the Scott & White Clinic, an affiliate of BSWH, staff hold faculty appointments at the College of Medicine and teach classes for first through fourth year students. A full four year medical education program was recently initiated on the SW Temple main campus. With support from BSWH, the College of Medicine intends to expand to an annual class size of 200 during the next five years, with four year campus locations at BSWH facilities in Temple, Round Rock and College Station. BSWH also hosts rotations for fourth-year students from many other medical schools. The BSWH Graduate Medical Education Program currently consists of 39 resident and fellowship programs with 468 residents and fellows receiving training for the fiscal year ending June 30, 2017. BSWH hosted medical students in their 4th year rotations from more than 50 different universities. SW Temple self-funded approximately $86 million to support medical education activities during the fiscal year ended June 30, 2017.The main SW Temple campus serves as the clinical campus for the Scott & White College of Nursing at the University of Mary Hardin-Baylor in Belton, Texas. A baccalaureate degree program is offered through the School of Nursing. SW Temple also facilitates the clinical training of registered nurses and licensed vocational nurses in cooperation with Temple College and Central Texas College in Killeen, Texas. A Master's of Science in Nursing degree program is offered through Texas A&M University-Corpus Christi. In total, more than 1,000 nursing students rotate through SW Temple annually. BSWH also hosts allied health-training programs in its own name and in affiliation with other academic institutions, taught by nationally recognized physicians and professionals. These training programs and seminars are open to all medical professionals, as well as internal staff. During the fiscal year ended June 30, 2017, approximately 19,333 physicians and 8,847 medical professionals attended continuing medical education programs hosted by BSWH. 20978214 0 10580501 See Schedule OOne of the cornerstones of SW Temple's mission is providing quality patient care with a focus on research activities. Efficiencies are gained through innovation. The focus of much of the research is to find innovative & cost-effective ways to treat patients, while increasing patient safety, improving quality and focusing on better outcomes. SW Temple has the following research departments, centers and institutes: cancer research institute, cardiovascular research, center for applied health research, center of cell death and differentiation, center for bone, joint and spine research, clinical simulation research, digestive disease research center, ophthalmic research, neuroscience research, podiatric research, division of research, family medicine, and ob/gyn research.The Cancer Research Institute has been created to partner research and clinical care. The mission of the Cancer Research Institute is to find effective cancer therapies quickly and cost-effectively. The Vasicek Cancer Treatment Center, a part of the Scott & White Cancer Institute, is a state-of-the-art facility that offers highly-specialized and coordinated care in one location. Patients and their families have one-stop access to cancer diagnosis and treatment, backed by research and education.CVRI is a joint effort of the Texas A&M Health Science Center, BSWH and Central Texas Veteran's Health Care System. This unique program pairs the world-class research of molecular biologists with clinical applications for the treatment of people suffering from cardiovascular disease or stroke. By discovering better strategies for prevention and intervention of these conditions, the work of the Institute will benefit patients and the entire community.To facilitate such research BSWH has focused significant efforts on outcomes based research. SW Temple has established the Center for Applied Health Research (CAHR). This center focuses on diverse research areas, and brings together expertise in many areas such as health services research, community based health research, patient centered safety and patient activation research, along with research mentoring and the academic development of clinicians. The center brings together collaborators from SW Temple, Texas A&M Health Science Center and the Central Texas Veteran's Health Care System (CTVHCS). Within the CAHR, the Patient Engagement and Safety Research Program centers on a team perspective in patient care. This program partners patients, family members, clinicians and other community and healthcare providers to create the best possible healthcare outcomes. The research is based on clinical trials, clinical simulation models, program evaluations, patient education and common intervention strategies. The Health Outcomes Core conducts health services research focusing on severe mental illnesses and the management of care for patients with complex medical and psychiatric comorbidities. This group works jointly with SW Temple, the CTVHCS, Darnall Army Medical Center at the U.S. Army's Fort Hood, and the Center of Excellence for Research on Returning War Veterans located in Waco, Texas. Clinical Simulation Research is another area directly impacting patients' healthcare quality and safety. The Clinical Simulation Center was created, in collaboration with Temple College, to allow healthcare students and providers to design and test new processes and procedures prior to performing them on patients. The Clinical Simulation Center is used by medical and nursing students, residents, fellows, nurses and other healthcare providers. Simulation work enhances communication skills and performance of healthcare providers, preparing them for the realities of patient care.The goal and objective, of the Digestive Disease Research Center (DDRC), is to discover and share cutting edge knowledge about the digestive system and the diseases that affect millions in the United States. The SW Temple research team consists of basic scientists and physicians from a wide variety of backgrounds with varying interests and disciplines. These combined investigators support the practice of "bench to bedside" research to benefit and contribute to human health. Along with seasoned investigators, the DDRC also believes in training of future scientists and provides an excellent learning environment for the training of undergraduates, medical students, graduate students, postdoctoral fellows and residents.BSWH has committed significant resources to establish a one-of-a-kind Ophthalmic Vascular Research Program (OVRP). This is a joint effort between the Division of Ophthalmology at SW Temple, the Department of Systems Biology and Translational Medicine, and Cardiovascular Research Institute at the Texas A&M Health Science Center. New theories developed regarding the pathogenesis of various eye diseases as well as potential new therapies proposed and tested in the basic science laboratory, if appropriate and promising, can be taken into the clinical setting to benefit patient care.The Neuroscience Institute (NSI) at SW Temple and Texas A&M Health Science Center College of Medicine conducts state-of-the-art translational research, with scientific interests including drug and device trials in humans. The NSI is home to an invasive human brain chemistry and electrophysiology lab, neuroinflammation, neurogenesis, a neuromodulation lab, which includes a frameless stereotactic image-guided transcranial magnetic stimulator (TMS), an autonomic psychophysiology lab and a functional neuroimaging (fMRI) lab. One of the main scientific objectives of the NSI is the multimodal analysis of human brain function in both healthy and diseased populations. Research within the NSI is highly collaborative and expanding, with an internationally recognized team of basic and clinical researchers in the Departments of Neurosurgery, Neurology, Psychiatry and Behavioral Sciences and Radiology.The podiatric research team has 12 studies in progress. They have received two National Institute of Health (NIH) grants to fund two five-year studies. The total contact cast (TCC) study focuses on foot wounds, compliance and cost of care and complications. Another study is a collaborative effort with a research team from the U.K., which will study the recurrence and prevention of foot ulcers. The podiatric research team also has studies sponsored by the American Diabetic Association (ADA) and American Podiatric Medical Association (APMA) and are looking into the occurrence of ulcers in diabetic patients that are currently undergoing dialysis and how foot care affects diabetic foot complications. They are also looking into new therapies to deal with treatment of foot infections and open amputations.The Division of Research, Family Medicine (DORFAM) has current research projects focusing on: bicycle related traumatic brain injuries, weight and contents of backpacks carried by school children, concussions among high school football players and miscommunication as a cause of medication errors in elderly ambulatory patients.SW Temple has developed a virtual data warehouse which promotes Comparative Effectiveness Research. This virtual warehouse allows SW Temple to share clinical and research data with other research and healthcare organizations. By partnering with other institutes, the data necessary for effective research is quickly and readily available, resulting in larger and more comprehensive data pools and increasing the cost-effectiveness of research.BSWH employs many physicians, scientists and technicians devoted to various aspects of research programs. During the fiscal year ending June 30, 201 7, there were approximately 555 active research projects, of which approximately 32% are self-funded by SW Temple. 825829566 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 445 0 1 9262 1 1 1 0 0 0 0 0 0 0 0 0 X 17 9 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Laurie Hengst 2542159259 2401 S 31st Street Temple TX 76508 Madhava R Beeram MD Trustee 1.00 40.00 X 0 708226 99322 Thomas Burdett Trustee 1.00 1.00 X 0 0 0 Louis S Casey Jr Trustee 1.00 2.00 X 0 0 0 Wayne Fisher Trustee/Chair 1.00 1.00 X X 0 0 0 Morris E Foster Trustee 1.00 1.00 X 0 0 0 Robert Garriott Trustee 1.00 1.00 X 0 0 0 Donald R Grobowsky Trustee 1.00 2.00 X 0 0 0 Jim Kruse Trustee 1.00 2.00 X 0 0 0 Drayton McLane III Trustee 1.00 1.00 X 0 0 0 Michael L Middleton MD Trustee 1.00 40.00 X 0 407436 40792 James H Mills Trustee 1.00 1.00 X 0 0 0 Mark Montgomery MD Trustee 1.00 40.00 X 0 661761 41384 Michael D Reis MD Trustee 1.00 40.00 X 0 681095 93082 William Rogers Trustee/Vice Chair 1.00 1.00 X X 0 0 0 Glen E Roney Trustee 1.00 1.00 X 0 0 0 Stephen Sibbitt MD Trustee/Chief Medical Officer 1.00 40.00 X 0 730943 105100 Robin W Watson MD Trustee 1.00 40.00 X 0 726789 105241 Timothy Bittenbinder MD Trustee 1.00 40.00 X 0 827748 112638 Erin Bird MD Trustee 1.00 40.00 X 0 621464 43456 Penny Cermak Secretary 1.00 40.00 X 0 523119 137832 Shahin Motakef President/CEO - Memorial 40.00 0.00 X 965709 0 255113 Alita Risinger VP Finance/CFO 40.00 0.00 X 294397 0 24542 John L Boyd III MD President-McLane Children's 40.00 0.00 X 809524 0 111886 Ellen Hansen CNO/COO-McLane Children's 40.00 0.00 X 260656 0 25189 Gerald Bryant Chief Nursing Officer 40.00 40.00 X 0 336415 18016 William Averitt DO Associate CMO 40.00 0.00 X 423783 0 51506 Matthew Boettcher VP of Continuum of Care 40.00 0.00 X 354536 0 31277 Ronald W Holder Jr VP Operations-Temple Region 40.00 0.00 X 250304 0 28364 Thomas K Meyer VP Operations-Temple Region 40.00 0.00 X 245372 0 24908 Candice Gourley VP Surgical Services 40.00 0.00 X 242480 0 14067 Robert A Probe MD Former Officer 0.00 40.00 X 0 1262746 167550 Ravindranath A Kallur Former Key Employee 0.00 40.00 X 0 388108 61621 Donald Wesson MD Former Key Employee 0.00 40.00 X 0 776006 112980 3846761 8651856 1705866 264 1 1 0 Scott & White Clinic 2401 S 31st Street Temple TX 76508 Clinical/Administrative 33806553 Medco Construction LLC 4005 Crutcher St Ste 200 Dallas TX 75246 Construction Services 12916825 Kitchell Contractors Inc 1707 E Highland Ste 200 Phoenix AZ 85016 Construction Services 5746559 Shiftwise 1800 S W 1st Ave Ste 510 Portland OR 97201 Staffing Services 3946453 Scott & White Continuing Care Hospital 2401 S 31st Street Temple TX 76508 Medical Services 2516270 75 13128496 4207255 5242590 428726 22578341 Patient Care 622110 1144812951 1143626620 1186331 Pharmacy Revenue 446110 33048776 33048776 Education 611310 16978381 16978381 Research 541715 1020045 1020045 EHR Incentive 622110 780978 780978 1126727 1126727 1197767858 5847033 61254 5785779 19524 19524 38220 487 37733 37733 37733 134547189 706007 121817359 41579 12729830 664428 13394258 13394258 Cafeteria/Vending 722514 3941782 3941782 Gift Shop/Retail 453220 706349 706349 Timing Diff (rev proc) 900099 -912554 -912554 3735577 1243380324 1195668973 1247585 23885425 X 10607493 10607493 315500 315500 3107136 3107136 61881 61881 301820230 289678607 12141623 10633497 10206112 427385 35702445 34266091 1436354 27025981 25947805 1078176 55961 55961 487874 487874 42959 42959 200811014 55490875 145320139 356476 350819 5657 15667572 15412996 254576 51385049 51228654 156395 12906144 12150475 755669 1938131 1841878 96253 901002 847536 53466 13214 13214 39113564 37962558 1151006 879974 879974 Medical Supplies 221978852 221978852 LPPF Expenses 43078446 43078446 Non-Medical Supplies 11820360 10531252 1289108 Indigent Care Expense 2141025 2141025 2456492 1730711 725781 995308272 825829566 169478706 0 64806525 64040360 12085085 7676561 131372768 130602212 19093432 20915269 1770918 6094198 1003811668 536682272 470700429 467129396 404376012 446318869 688492700 704223844 171811362 175054218 1964509231 2022054927 652070599 466439219 6116169 2676010 47471116 51134065 705657884 520249294 X 1075645662 1313530901 141013681 139402845 42192004 48871887 1258851347 1501805633 1964509231 2022054927 X 248072052 19744331 -24862097 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 60763 1 487874 0 0 548637 0 Part II-B, Line 1: 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. 112740965 280750 5373209 6416154 111978770 110766716 755300 2598004 1379055 112740965 108724315 1492532 2741722 2190871 982 110766716 94507428 2529674 13322037 1634824 108724315 84929025 3916915 8084720 2423232 94507428 0.51910 0.34520 0.13570 0 1 1 40815745 40815745 701077638 353901794 347175844 243810148 182780478 61029670 18108137 18108137 467129396 Investment in Metroplex Adventist Hospital 33049702 F Investment in Scott & White EMS, Inc. -1638350 F Investment in Hillcrest Baptist Medical Center 50334530 F Investment in Baylor Scott & White Quality Alliance 1630817 C Investment in Scott & White Healthcare 620847145 C 704223844 KDH Acquisition Costs 756209 HBMC Acquisition Costs 1031246 Interest in Net Assets of Related Foundation 172819780 Contributed Art 289509 Other Assets 157474 175054218 Retirement Plan 32485279 Environmental 6714666 340B Liability 10769668 Restricted research 795542 Insurance Reserve -576149 CRT 945059 51134065 X Part V, Line 4: The Scott & White Healthcare 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 BSW Holdings' combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes". As of June 30, 2017 and 2016, the System had no material gross unrecognized tax benefits. Central America and the Caribbean 0 0 Program Services Medical Education 7881 East Asia and the Pacific 0 0 Program Services Medical Education 26619 Europe 0 0 Program Services Medical Education 3595 Middle East and North Africa 0 0 Program Services Medical Education 2686 North America 0 0 Program Services Medical Education 3949 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Program Services Medical Education 4717 Central America and the Caribbean 0 0 Investments 7482194 0 0 0 0 0 0 7531641 0 7531641 0 0 0 0 1 0 Part I, line 3: Accrual Basis 1 1 X 1 X 1 X 500.000000000000 1 1 1 0 1 1 35232331 0 35232331 0.03540 138127343 165688548 0 0.00000 9398688 1448327 7950361 0.00800 182758362 167136875 43182692 0.04340 1469539 40 1469499 0.00150 103416671 16978381 86438290 0.08680 0 0 0.00000 20978214 10580501 10397713 0.01040 3139468 0 3139468 0.00320 129003892 27558922 101444970 0.10190 311762254 194695797 144627662 0.14530 1 101679666 0 338768037 361053529 -22285492 X 1 1 1 1 Scott & White Medical Center - Temple 2401 S 31st Street Temple TX 76508 www.bswhealth.com 000537 X X X X X X Scott & White Medical Center - Temple 1 0 0 1 X X X X X X X X X 15 1 1 0 1 X http://communityneeds.bswhealth.com/ X 1 15 1 http://communityneeds.bswhealth.com/ 0 1 X 200.000000000000 500.000000000000 X X 1 1 X X X 1 X https://www.bswhealth.com/financialassistance X https://www.bswhealth.com/financialassistance X https://www.bswhealth.com/financialassistance X X X X X X X 1 X 0 X X X 1 X 0 0 Scott & White Medical Center - Temple Part V, Section B, Line 5: Three (3) focus groups with a total of fifty-four (54) participants, as well as seven (7) key informant interviews, were conducted September through November 2015 in order to take into account the input of persons representing the broad interests of the community served. The focus groups and interviews were conducted to solicit feedback from leaders and representatives who serve the community and have insight into community needs. The focus group is designed to familiarize participants with the CHNA process and gain a better understanding of priority health needs from the community's perspective. Focus groups were formatted for individual as well as small group feedback and also helped identify other community organizations already addressing health needs in the community. Truven Health also conducted key informant interviews for the community served. The interviews were designed to help understand and gain insight into how participants feel about the general health status of the community and the various drivers contributing to health issues.In order to qualitatively assess the health needs for the community, participation was solicited from at least one state, local, tribal, or regional governmental public health department (or equivalent department or agency) with knowledge, information, or expertise relevant to the health needs of the community; as well as individuals or organizations serving and/or representing the interests of medically underserved, low-income, and minority populations in the community. In order to ensure the input received also represented the broad interests of the community served, participation was also sought from community leaders/groups, public health organizations, other healthcare organizations, and other healthcare providers (including physicians). The following is a list of the groups consulted: United Way of Central Texas, Temple City Council, American Heart Association, Bike Hutto, Community Bank and Trust, Center for Applied Health Research, Central Texas United Way, Catholic Charities of Central Texas, Smith & Nephew, Literacy Council of Williamson County, Texas Document Solutions , Area Agency on Aging, Texas Department of State Health Services, Temple Independent School District, Bell County Indigent Health Services, It's Time Texas, Georgetown ISD, Waco ISD, Greater Waco Academy, McLennan Community College, Bell County Public Health District, Helping Hands Ministry, Texas A&M Agrilife Extension Services, Foundation Communities, Round Rock ISD, Prosper Waco, McLennan County Pack of Hope, Williamson County HealthCare Link, Williamson-Burnett County Opportunities, Williamson Counties and Cities Health District, Friday & Adapt, Hutto ISD, Leander ISD, Baylor University, Waco Police Department, Lone Star Circle of Care, Southwestern University, Texas A&M Health Science Center Preventative Medicine, Texas Health and Human Services Commission, Texas A&M College of Medicine, Waco-McLennan County Public Health District, Central Counties Services and MHMR, Temple Community Clinic, Greater Killeen Free Clinic, Hillcrest Medical Center, Gardner Chiropractic: Family and Wellness Center, Valence Health, Texas NeuroRehab Center, Central Texas 4C, Inc., Body of Christ Community Clinic, Community Partnerships, Helping Hands Ministry, Waco Family Health Center, LifeSteps Council on Alcohol and Drugs, Williamson County EMS Scott & White Medical Center - Temple Part V, Section B, Line 6a: Baylor Scott & White Continuing Care HospitalScott & White Medical Center - Temple:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2016, the 15th day of the fifth month after the 2015 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Scott & White Medical Center - Temple Part V, Section B, Line 11: The hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities in the community to complete a joint community health needs assessment and develop a joint implementation strategy to meet certain federal and state requirements. These hospitals will address significant community health needs based on their intersection with the stated mission and key clinical strengths. Below are key actions that were taken during the year to address the following needs: Chronic Disease Management and Prevention, Mental Health Resources, Obesity and Poor Physical Health, Tobacco Use, Affordable Access to Primary Care and Pediatric Asthma Hospitalization.Vasicek Cancer Center's Community Outreach - Cancer Center staff attend frequent community events to provide cancer care education materials and screening guidelines. Support Groups for cancer patients and their family are provided monthly.BridgeS to Wellness and Health - A collaborative strategy between BSWH, United Way of Central Texas, Body of Christ Clinic, and the Temple Community Clinic. BridgeS works with underinsured and uninsured clients who are unable to afford the necessary prescriptions, equipment, and supplies to maintain or improve their health status. The goal is to bridge the gap while a client awaits approval or a long-term affordable prescription coverage.Patient Navigation (DSRIP) - To provide patient navigation services targeting patients who are at high risk of disconnect from health care including those with multiple chronic conditions, disabilities, limited English proficiency, uninsured, and those with low health literacy.Social Worker Assistance/Education for Advanced Heart Failure - Social workers will assist with evaluation and application to pharmaceutical assistance programs, in depth evaluation of strengths and needs requested by medical team, counseling sessions directed at behavior modification, and referral and application to community resources. Development and implementation of additional teaching materials and classes to help patients better manage their disease.Diabetes Education: Por Tu Familia - The hospital plans to host a series of Spanish diabetes education classes for the community in partnership with the American Diabetes Association. It is a comprehensive program developed for and targeted to Latinos. It is geared towards people who have been diagnosed with diabetes or pre-diabetes, caregivers of people with diabetes, as well as anyone who believes they might be at risk. Wellness Lives Here-Healthy Living Lunch n Learn Program BSWH dieticians and diabetes educators provide free lunch n learn sessions at local businesses in partnership with the American Diabetes Association to educate their employees about living a healthy lifestyle in an effort to prevent diabetes. The presentation provides general information on why and how to live a healthier lifestyle and how that will reduce risk of developing diabetes. Employees will walk away with tips, suggestions and tools to get started.Community Events/Health Fairs - Donate staff, time and materials to participate in local health fairs and community events to provide educational materials, answer questions, and advise on screening recommendations for various chronic diseases including chest pain, heart attack, hypertension, and heart failure.Stroke Program - The Certified Joint Commission Primary Stroke Center commits to participating in multiple community health education events each year as well as doing a hard push on stroke education inside the hospital during the month of May for patients, families and visitors.Mental Health Support - The Social Work part of CCM is very involved in mental health for patients who present to our hospital, ED, outpatient clinics, and post-acute areas like home care. Master's prepared social workers are the primary mental health providers of care nationally by a huge margin - actually more social workers doing mental health work than all other professions combined.Community Collaborations and Partnerships - The Hospital collaborates with community agencies in a variety of settings including the court system. BSWH staff members serve as hospital representatives on various committees, task forces, and collaborative partnerships to help bring together available resources in the community. Bell County Mental Health Task Force, monthly meetings, and weekly phone calls with Bell County Attorney to fully support transitional care needs of Bell County Notice of Emergency Detention (NED) and Order of Protective Custody (OPC) patients, are an example of these. Home care social workers are often the only mental health professional who makes home visits, along with hospice social workers.Mental Health Task Force - Works to solve mental health deficits with community resources. Partnerships include: a. Cenikor Foundation which provides follow up care, HIV kits to opiate dependent child bearing-aged females as referred to the program, b. Alcoholics Anonymous - provides services 2 times a week on inpatient unit, c. Narcotics Anonymous - a support group that meets weekly for people dealing with overcoming substance abuse.Mental Health Awareness - The Department of Psychiatry is planning free events to occur throughout the month of May for Mental Health Awareness. An open house is planned for mental health awareness month with the intent of stopping the stigma for patients. The department also participates in other community events as available.Farmers Market - Providing easy access on site to fresh local fruits and vegetables to patients, their families, staff, and the entire community. In addition to food vendors, a bouncy house is managed by volunteers to add extra elements of fun and exercise for kids.Family, Food, Fun - Community based wellness program, provided Free to the public, for children 9-15 years old which incorporates the entire family. This partnership with the City of Killeen, program provides nutritional and physical fitness education as well as culinary instruction. The goal is promote physical activity and healthy nutrition within a family unit, to provide sustainable health improvements. The program meets once weekly for 5 weeks and is offered repeatedly throughout the year. The program includes: hands on cooking demonstrations, budget friendly recipes, cooking competitions, fitness demonstrations for home, park and gym, and interactive technology that encourages family meal time and physical activity.Community Health Financial and In - Kind Contributions - The hospitals will collaborate with local, statewide, and national organizations whose work aligns with BSWH goals to impact health concerns. The hospitals will provide financial assistance to these organizations and in return, health services and or programs to encourage healthy living are made available to the community.Community Health Education and Outreach - The hospital hosts or sponsors a variety of community activities that promote healthy living/lifestyle including community events, health fairs, and health lectures.Drive-Thru Flu Clinics - Regional events held in Temple, Killeen, and Waco, feature a convenient care delivery model for vaccinating families against the common flu virus. Patients are able to remain in their vehicles, with the clinic flow moving from station to station (to include registration, payment if needed, form review, vaccination, safety wait and release). Partnering with colleagues in Family and Internal Medicine, an entire family may be vaccinated in a matter of minutes without leaving their vehicle.Community Health Worker (PILOT)-The position will serve as a patient navigator within the Children's ED. The position's primary focus will be to identify high utilizer patients (defined as more than 2 visits to the emergency department within 12 months) of ED services and link them with a Primary Care Physician for preventive services.Pediatric Asthma Outreach-BSW McLane Children's Medical Center uses a full-time asthma educator to coordinate outreach and education for asthma within the system and in the community. The educator identifies patients at risk for uncontrolled asthma and seeks to avoid recurrent emergency department visits and hospitalizations.Additional actions can be found in the joint implementation strategy that is made widely available on the website listed in Schedule H, Part V, Section B, Line 10a. The following identified need has not been addressed in the joint community benefit implementation plan because there are multiple other community and state agencies whose expertise and infrastructure are better suited for addressing these needs: Tobacco Use Scott & White Medical Center - Temple Part V, Section B, Line 16j: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. 39 1 - Temple Clinic 2401 S 31st Street Temple TX 76508 Specialty clinic 2 - Temple Pavilion Clinic 1815 S 31st Street Temple TX 76504 Specialty clinic 3 - Temple Roney Bone & Joint Institute 2401 S 31st Street Temple TX 76508 General and specialty clinic 4 - McLanes Childrens Specialty Clinic 1901 SW HK Dodgen Loop Temple TX 76502 Specialty clinic 5 - Temple Center for Diagnostic Medicine 1605 S 31st Street Temple TX 76508 General and specialty clinic 6 - Killeen Hemingway Medical Building 2405 S Clear Creek Rd Killeen TX 76549 General and specialty clinic 7 - Waco Clinic 7700 Fish Pond Rd Waco TX 76710 General and specialty clinic 8 - Killeen Clinic 3801 Scott White Drive Killeen TX 76543 General and specialty clinic 9 - Waco Hillcrest Women & Children's Clinic 120 Hillcrest Blvd Office Bldg II Waco TX 76712 General and specialty clinic 10 - Temple Northside Family Medicine Clinic 409 W adams Street Temple TX 76501 Family medicine 11 - Waco Pain Clinic 50 Hillcrest Medical Blvd Bldg 1 Waco TX 76710 Specialty clinic 12 - Temple South Loop Clinic 2601 Thorton Lane Temple TX 76502 Specialty clinic 13 - Belton Clinic 1505 N Main Street Belton TX 76518 General and specialty clinic 14 - Temple Clinic-Westfield 7556 Honeysuckle Temple TX 76502 General and specialty clinic 15 - McLane Children's West Clinic 6684 West Adams Temple TX 76502 General and specialty clinic 16 - Killeen Cancer Center 2207 S Clear Creek Rd Killeen TX 76549 Specialty clinic 17 - Killeen West Clinic 4501 S Clear Creek Rd Killeen TX 76542 Family medicine 18 - Temple Santa Fe Family Medicine Clinic 1402 West Ave H Temple TX 76504 Family medicine 19 - South Belton Clinic 1001 Arbor Park Dr Belton TX 76513 General and specialty clinic 20 - McLane Children's Belton Clinic 1009 Arbor Park Dr Belton TX 76513 General and specialty clinic 21 - Bellmead Clinic 556 North Loop 340 Bellmead TX 76705 General and specialty clinic 22 - Salado Family Medicine Clinic 3525 FM 2484 Salado TX 76571 Family medicine 23 - Harker Heights Family Medicine Clinic 907 Mountain Lion Circle Harker Heights TX 76548 Family medicine 24 - Temple Mental Health Center 2401 S 31st Street Temple TX 76508 Specialty clinic 25 - Cameron Clinic 101-B Lafferty Ave Cameron TX 76520 General and specialty clinic 26 - Hewitt Clinic 510 N Hewitt Dr Hewitt TX 76643 Family medicine 27 - Killeen Mental Health Clinic 3106 South WS Young Killeen TX 76541 Specialty clinic 28 - Gatesville Clinic 319 Highway 36 Gatesville TX 76528 General and specialty clinic 29 - Temple Sleep Institute 2401 S 31st Street Temple TX 76508 Specialty clinic 30 - Hewitt Sports Therapy & Rehab Clinic 511 N Hewitt Dr Ste 10 Hewitt TX 76643 Specialty clinic 31 - Temple Cosmetic Surgery Center 2117 S 61st St Temple TX 76504 Surgery Center 32 - Moody Clinic 498 Ave E Moody TX 76557 General and specialty clinic 33 - Round Rock Dialysis Center 2120 Mays Ste 230 Round Rock TX 786642107 Specialty clinic 34 - Killeen Dialysis Center 3701 Scottand White Dr Killeen TX 765415228 Specialty clinic 35 - Killeen West Dialysis 2201 S WS Young Killeen TX 76543 Specialty clinic 36 - Waco Sleep Center 5801 Crosslake Parkway Ste 172 Waco TX 767126948 Specialty clinic 37 - Temple Vasicek Cancer Center 2401 S 31st Street Temple TX 76508 Specialty clinic 38 - Waco Pulmonary 150 Hillcrest Medical Blvd Waco TX 76712 Specialty clinic 39 - Temple Dialysis 2601 Thornton Lane Temple TX 76502 Specialty clinic Part I, Line 3c: and Line 3b: In addition to providing free care to financially indigent patients at 200% of the federal poverty guidelines ("FPG"), the organization provides discounted care to the medically indigent which is based on both the FPG (up to 500%) and the percentage of the patient's total bills from all Baylor Scott & White Health related providers in relation to the patient's annual income. Part I, Line 6a: The organization prepares and files an Annual Report of Community Benefit Plan with the Texas Department of State Health Services. This report is made available through the organization's website at http://communityneeds.bswhealth.com/ Part I, Line 7: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a - 7d. For amounts reported on lines 7e - 7k, actual expenses for each community benefit activity are tracked and reported using both community benefit software and/or the organization's cost accounting system.Part I, Line 7b, Column (d): Includes payments from the State 1115 Medicaid Waiver Program for uncompensated care, which funds are to be used to expand indigent care.Part I, Line 7i, Column (c): Includes charity care payments of $2,740,706 that are made directly to or on the behalf of a local public hospital and/or other nonprofit organizations for the treatment of indigent patients of those organizations. Part I, Ln 7 Col(f): The amount of bad debt expense included on Form 990, Part IX, line 25, but removed for Schedule H, Part I, Line 7, Column (f) totaled $0. Part III, Line 4: As stated in the combined audited financial statements, "The System maintains allowances for uncollectible accounts for estimated losses resulting from a payor's inability to make payments on accounts. The System assesses the reasonableness of the allowance account based on the historical write-offs, cash collections, the aging of the accounts and other economic factors. Accounts are written off when collection efforts have been exhausted. Management continually monitors and adjusts its allowance associated with its receivables." Bad debt does not include amounts for patients who are known to qualify under the organization's charity care policy. The amount of bad debt attributable to patient's accounts is net of contractual allowance, payments received and recoveries of bad debt previously written off. The Organization has entered zero on Schedule H, Part III, Line 3; however, based on prior experience and certain demographics and other information obtained during admission, the organization believes a portion of the bad debt expenses (estimated to range from 1-5%) would be attributable to patients that would otherwise qualify for charity care. Despite all of the effort and ways the organization educates patients about qualifying for its charity care program as demonstrated in Part VI, question 3 below, many uninsured patients either refuse or fail to complete a charity care application or provide sufficient information at the time of admission, during their stay or after being discharged to qualify for assistance under the organization's charity care policy. Part III, Line 8: The amount reported on Part III, Section B, line 7 was calculated in accordance with the Schedule H instructions utilizing the organization's allowable cost reported in the Medicare cost report based on a cost to charge ratio. However, the allowable costs in the Medicare cost report do not reflect the actual cost of providing care to patients since the Medicare cost report excludes many direct patient care costs that are essential to providing quality care to these patients. For example, certain coverage fees to physicians, cost of Medicare C and D, and other similar direct patient care expenses are specifically excluded as allowable cost in the cost reports. The organization believes that all of the shortfall should be considered as a community benefit for the following reasons. First, the IRS Community Benefit Standard includes the provision of care to the elderly and Medicare patients. IRS Revenue Ruling 69-545 provides, in part, that hospitals serving patients with governmental health benefits, including for example Medicare, is an indication that the hospital operates for the promotion of health in the community. Second, the organization provides care to Medicare patients regardless of this shortfall, i.e., loss, and thereby relieves the state and federal government of the burden of paying the full cost for the care of Medicare beneficiaries. Medicare does not provide sufficient reimbursement to cover the entire cost of providing care to these patients causing the organization to use other surplus funds to cover the shortfall. It is expected that reimbursement under the Medicare program will continue to decline and therefore may further limit access to care due to the anticipated reduction of participating Medicare providers in the community. As a result, the care for these patients will likely increase at, and rest on the shoulders of, nonprofit hospitals or county hospital districts. Third, many of the Medicare participants have low fixed incomes and therefore would qualify for charity care or other means tested government programs absent being enrolled in the Medicare program. Fourth, Texas nonprofit hospitals must provide a minimum level of community benefit in order to obtain exemption from state and local taxes. According to the current Texas Health and Safety Code, the unreimbursed cost of Medicare is considered to be a community benefit in determining these state statutory requirements as it helps relieve a governmental burden of providing this care that would otherwise be provided through the county hospital system in Texas. Part III, Line 9b: The organization's patient billing and collection policy prohibits any collection efforts for the portion of the account balance that qualifies for financial assistance under the organization's financial assistance policy. For any remaining balances due, the same policy contains the actions that may be taken in the event of nonpayment, which are applied equally to all patient types. The policy is made widely available to the public on the organization's website https://www.bswhealth.com/financialassistance. Part VI, Line 2: During the fiscal year ending June 30, 2016, the Organization conducted a Community Health Needs Assessment (CHNA) to assess the health care needs of the community for each of its licensed hospital facilities and developed an implementation strategy to address the needs identified in the CHNAs. The CHNAs were conducted in accordance with state and federal guidelines including Internal Revenue Code Section 501(r) and the Texas Health and Safety Code Section 311. These CHNAs and implementation strategies have been made widely available to the public and are located on the Organization's website at the following address: http://communityneeds.bswhealth.com/. Part VI, Line 3: The organization is committed to promoting health in the community including providing or finding financial assistance programs to assist patients. Patients who may qualify for financial assistance through the organization's charity care program or other federal, state and local government programs are informed and educated about their eligibility in several ways including, but not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policy is posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital will automatically receive help from a financial counselor. These services are provided in writing and through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Part VI, Line 4: The organization operates a hospital facility that primarily serves the geographical area of Bell, Coryell, McLennan, and Williamson counties. Additional information regarding the community can also be found below, and in the hospital's community health needs assessment and implementation strategy located on the organization's website at http://communityneeds.bswhealth.com/.According to population statistics, the community served was fairly representative of Texas overall with slightly higher median income. The population growth rate by 2020 is higher than state and national benchmarks. There were larger proportions of children and minorities compared to other communities in central Texas. The unemployment rate was similar to state and other central Texas communities. Social barriers such as the ability to speak only limited English and high school graduation rates provided a smaller challenge in the community served as compared to other communities. The population of the community is expected to grow at 8%, which is over 90,000 people, by 2020. The cities of Hutto and Round Rock are growing faster than the state (7%) and the U.S. (4%) at rates of 15% and 13%, respectively. Round Rock was the largest city in the community served; the city's growth rates are very strong across all by ZIP Codes: 78664 Round Rock - 9% growth, 78665 Round Rock - 13% growth , 78681 Round Rock- 10% growth. Overall, the city of Round Rock is projected to experience an 11% population growth over the next five years. The sixty-five plus cohort was the smallest, but expected to experience the most growth over the next five years, which will add over 29,000 seniors to the community. Growth in this population will likely contribute to increased utilization of services as the population continues to age. Women of childbearing age (18-44 years old) are expected to increase more quickly in Williamson County than in Bell and Coryell counties. The community's growth is equivalent to that of the state for this age cohort.Diversity in the community will increase as minority populations are expected to grow the fastest. Bell County had a slightly higher percentage of minorities compared to the other counties in the community. Bell and Williamson counties were home to the majority of the minority population. Twenty-four percent (24%) of the population in the community served was Hispanic, with 43% living in Williamson County, 30% living in Bell County, and 23% living in McLennan County. Sixteen percent (16%) of the Coryell County population was Hispanic compared to 25% in Williamson County. The population can be analyzed by race or by Hispanic ethnicity. The graphs below display the community's total population breakdown by race (including all ethnicities) and also by ethnicity (including all races).In the community, all counties are expected to experience significantly higher growth in Hispanic population. Coryell County was the least populated county and is expecting a slight decline in the non-Hispanic population. McLennan, Williamson and Bell Counties are estimated to experience more growth in all races.The median household income for the community served was $58,487. Fifty-nine percent (59%) of the community was commercially insured. Populations purchasing health insurance through the government exchanges is expected to grow 60% over the next 5 years, but will still comprise less than 5% of the commercial insurance market. The uninsured rate is expected to decline 3% in the community by 2020; however, 18% of the population in two of the counties is estimated to remain uninsured. Fifty-one percent (51%) of the population was enrolled in an employer sponsored insurance plan, and projected to increase by approximately 4% over the next five years. All counties are expected to experience a decline in the Medicaid and uninsured populations. Williamson County is expected to have higher growth in all other insurance types.The community includes thirteen (13) Health Professional Shortage Areas and five (5) Medically Underserved Areas as designated by the U.S. Department of Health and Human Services Health Resources Services Administration. Part VI, Line 5: With the oversight of an independent volunteer community board and Baylor Scott & White Holdings, the organization's ultimate parent, the organization's hospital facilities and/or other health care facilities have promoted health and benefited the community by providing exemplary health care, medical education, research and other community services. The organization's governing body is comprised of a majority of volunteer community representatives that provide leadership and governance for the organization. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for the organization. The members are well respected residents and/or own businesses in the organization's primary or secondary service area and understand the needs of the community. The medical staff of the organization is open to all physicians in the community who meet membership and clinical privilege requirements. As a nonprofit organization surplus funds are continuously invested back to the community and are utilized to maintain access to limited patient services or expand access points of care to patients throughout the community. These efforts are generally targeted to meet the community health needs identified in the community health needs assessment conducted by each of the hospital facilities. More information of these efforts can be found in the written implementation strategies that have been made widely available to the public and are located on the organization's website at the following address: http://communityneeds.bswhealth.com. Below are summaries of a few of the hospital's key patient care services or community benefit programs designed to promote the health of the community. The organization provides financial assistance in the form of charity care to patients who are indigent and satisfy certain requirements. Additionally, the organization is committed to treating patients who are eligible for means tested government programs such as Medicaid and other government sponsored programs including Medicare, which is provided regardless of the reimbursement shortfall, and thereby relieves the state and federal government of the burden of paying the full cost of care for these patients. Often, patients are unaware of the federal, state and local programs open to them for financial assistance, or they are unable to access them due to the cumbersome enrollment process required to receive these benefits. The organization offers assistance in enrollment to these government programs or extends financial assistance in the form of charity care through the organization's Financial Assistance Policy which can be located on the organization's website at https://www.bswhealth.com/financialassistance.The Organization provides a comprehensive Level I trauma center; the only Level I Trauma Center between Dallas and Austin Texas. The trauma services division has dedicated trauma and stroke teams, providing 24-hour coverage of emergency services.The organization is also committed to promoting the health and well-being of individuals and families beyond the health activities of the traditional hospital or clinic setting through its community outreach programs. These programs are targeted to positively alter the health of the community through outreach and education on such topics as adult nutrition, childhood obesity, behavioral health and support groups for individuals suffering with chronic diseases such as diabetes, cardiovascular and pulmonary diseases, and cancer. Throughout the year the organization offers free preventive health services to the community such as health screenings, health fairs, immunizations and many other community education programs. At these events, the organization's staff and physicians educate the public on various health-related preventive measures and healthy lifestyle choices. Medical education is a crucial part of the organization's mission. The organization annually trains residents and fellows in 39 specialties with 468 residents and fellows receiving training in the fiscal year ending June 30, 2017. As a renowned teaching hospital, the organization attracts first-rate medical specialists who help improve the level of medical care for the entire community and provide a continuous supply of well-trained medical professionals for the Central Texas region. The main SW Temple campus serves as the clinical campus for the Baylor Scott & White College of Nursing at the University of Mary Hardin-Baylor in Belton, Texas. A baccalaureate degree program is offered through the School of Nursing. In addition, the Organization also facilitates the clinical training of registered nurses and licensed vocational nurses in cooperation with Temple College and Central Texas College in Killeen, Texas. A Master's of Science in Nursing degree program is offered through Texas A&M University-Corpus Christi. In total, more than 1,000 nursing students rotate through the SW Temple annually. The organization also hosts allied health-training programs in its own name and in affiliation with other academic institutions, taught by nationally recognized physicians and professionals. These training programs and seminars are open to all medical professionals, as well as internal staff. In fiscal year ended June 30, 2017, approximately 19,333 physicians and 8,847 medical professionals attended continuing medical education programs hosted by the Organization. The Organization self-funded approximately $86 million to support medical education activities during the fiscal year ended June 30, 2017. The organization promotes and supports its scholarly mission through both basic and translational research activities to ensure innovative treatments are quickly available to patients in unique need through the Baylor Scott & White Research Institute and research laboratories throughout the Baylor Scott & White Health system. Basic and applied research includes pharmaceutical studies ranging from early development cancer studies to large studies measuring the efficacy of nasal flu vaccine. New areas of health services research focusing on methods of care for the nation's aging population have also recently been initiated. Research discoveries of the Organization and BRI are frequently published in major peer-reviewed scientific journals and reported to national and international medical and scientific audiences.The Organization also supports a commitment to innovation and research, and is dedicated to finding preventive therapies and treatments for many types of illnesses. In fiscal year ending June 30, 2017 the Organization sponsored research studies totaling more than $10.3 million conducting more than 555 active research studies. Research discoveries of the Organization are frequently published in major peer-reviewed scientific journals and reported to national and international medical and scientific audiences.The organization is also committed to promoting the health and well-being of individuals and families beyond the health activities of the traditional hospital or clinic setting through its community outreach programs. Community outreach and preventative health care are important areas of focus that fuel the organization's efforts to screen and educate local residents to improve the overall health and wellness of the community its services. Prevention leads to early detection and the ability to catch disease when treatment will be most reliable and effective. These programs are targeted to positively alter the health of the community by providing education on such topics as adult nutrition, childhood obesity, and behavioral health issues and to build support groups for individuals suffering with chronic diseases such as diabetes, cardiovascular and pulmonary diseases, and cancer. Throughout the year the organization offers free preventive health services to the community such as health screenings, health fairs, immunizations and many other community education programs. Equipping people with quality health information encourages individuals to make appropriate life style changes to benefit their health. As part of a health system with renowned teaching facilities, the organization attracts first-rate medical specialists who help improve the level of medical care for the entire community. The organization is also committed to assisting with the preparation of future nurses at entry and advanced levels of the profession to establish a qualified workforce. During a nurses training, clinical skills and professional competencies are developed to provide the nurse with the ability to take on increasing responsibility for patient care. Part VI, Line 6: The organization is affiliated with Baylor Scott & White Health (BSWH or the System), a faith based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the communities of North and Central Texas. BSWH is the largest not-for-profit health care system in the State of Texas and one of the largest in the United States as measured by total operating revenue of $9.1 Billion and total assets of $11.1 billion based on the fiscal year ended June 30, 2017. Today, BSWH includes 48 hospitals, approximately 1,000 patient care sites, more than 7,800 active physicians, over 48,000 employees and the Scott & White Health Plan. The System includes a robust spectrum of owned, operated, ventured and affiliated philanthropic foundations, a research institute, physician clinics and networks, acute care hospitals, short-stay hospitals, specialty hospitals, ambulatory surgery centers, free standing emergency medical centers, free standing imaging centers, retail pharmacies, an accountable care organization, a health plan and other health care providers all which fall under the common control of BSW Holdings. Under the guidance of an independent community board, the System follows one single mission, vision and values focusing on quality patient centered care while meeting the demands of health care reform, the changing needs of patients and extraordinary recent advances in clinical care. With a commitment to and a track record of innovation, collaboration, integrity and compassion for the patient, BSWH stands to be one of the nation's exemplary health care organizations.Community benefits are provided through the provision of financial assistance, governmental sponsored programs (such as Medicaid and Medicare), medical research, medical education, community health improvement services, donations to other nonprofit health care providers, and many other community service activities. During the year, the affiliated nonprofit hospitals reported community benefits (as reported to the Texas Department of State Health Services, and in accordance with the State of Texas Statutory methodology) in excess of $866,880,000. The System's nonprofit hospitals provided community benefits (as reported on the IRS Form 990, Schedule H) in excess of $512,031,000 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $327,382,000 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H. As part of the System, certain affiliates make grants and/or contributions to other related nonprofit affiliates to help financially support and/or fund worthy community benefits activities. The System has also established a patient transfer system among the affiliated hospitals allowing patients needing a particular level of care to be transferred as needed to a related hospital that can provide that service in an efficient and effective manner. As part of the System, all hospitals and other affiliated health care providers are required to adhere to high standards for medical quality, patient safety and patient satisfaction. These standards are set forth by BSW Holdings, the organization's parent, which helps ensures consistency across the System. Part VI, Line 7, Reports Filed With States TX 1 Scott & White Healthcare Foundation 2401 S 31st Street Temple TX 76508 273513154 501(c)(3) 6704162 General Support Scott & White Continuing Care Hospital 2401 S 31st Street Temple TX 76508 202850920 501(c)(3) 3661326 General Support Greater Killeen Free Clinic 718 N 2nd Street No A Killeen TX 76541 742724725 501(c)(3) 40000 Indigent Care American Heart Association 10900 Stonelake Blvd 320 Austin TX 78759 135613797 501(c)(3) 10000 General Support Baylor University Louise Herrington School of Nursing 1 Bear Pl Unit 97042 Waco TX 76798 741159753 501(c)(3) 20000 General Support Capital Area Food Bank of Texas Inc 8201 South Congress Ave Austin TX 78745 742217350 501(c)(3) 30000 General Support Central Texas Orchestral Society 3011 North 3rd Street Temple TX 76501 741337244 501(c)(3) 15000 General Support University of Mary Hardin Baylor 900 College Street Box 8003 Belton TX 76513 741161940 501(c)(3) 40000 General Support Girl Scouts of Central TX 12012 Park Thirty Five Cr Austin TX 78753 741109644 501(c)(3) 5500 General Support 9 0 Nursing/Other Health-Related Scholarships 75 315500 Part I, Line 2: 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. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Madhava R Beeram MD Trustee 0 491209 0 204466 0 12551 0 82022 0 17300 0 807548 0 0 Michael L Middleton MD Trustee 0 405172 0 0 0 2264 0 21200 0 19592 0 448228 0 0 Mark Montgomery MD Trustee 0 658704 0 0 0 3057 0 21200 0 20184 0 703145 0 0 Michael D Reis MD Trustee 0 472719 0 200014 0 8362 0 76815 0 16267 0 774177 0 0 Stephen Sibbitt MD Trustee/Chief Medical Officer 0 510294 0 216036 0 4613 0 85166 0 19934 0 836043 0 0 Robin W Watson MD Trustee 0 508806 0 214728 0 3255 0 84553 0 20688 0 832030 0 0 Timothy Bittenbinder MD Trustee 0 586544 0 232541 0 8663 0 93384 0 19254 0 940386 0 0 Erin Bird MD Trustee 0 618978 0 0 0 2486 0 21200 0 22256 0 664920 0 0 Penny Cermak Secretary 0 314375 0 195285 0 13459 0 110599 0 27233 0 660951 0 0 Shahin Motakef President/CEO - Memorial 571926 0 378772 0 15011 0 233796 0 21317 0 1220822 0 0 0 Alita Risinger VP Finance/CFO 230582 0 62663 0 1152 0 8408 0 16134 0 318939 0 0 0 John L Boyd III MD President-McLane Children's 449557 0 268397 0 91570 0 93084 0 18802 0 921410 0 0 0 Ellen Hansen CNO/COO-McLane Children's 203625 0 54853 0 2178 0 10522 0 14667 0 285845 0 0 0 Gerald Bryant Chief Nursing Officer 0 263460 0 70910 0 2045 0 0 0 18016 0 354431 0 0 William Averitt DO Associate CMO 318918 0 99844 0 5021 0 49855 0 1651 0 475289 0 0 0 Matthew Boettcher VP of Continuum of Care 277759 0 74648 0 2129 0 13250 0 18027 0 385813 0 0 0 Ronald W Holder Jr VP Operations-Temple Region 195866 0 53378 0 1060 0 10230 0 18134 0 278668 0 0 0 Thomas K Meyer VP Operations-Temple Region 192337 0 51738 0 1297 0 9915 0 14993 0 270280 0 0 0 Candice Gourley VP Surgical Services 191739 0 50049 0 692 0 8165 0 5902 0 256547 0 0 0 Robert A Probe MD Former Officer 0 768706 0 469692 0 24348 0 138833 0 28717 0 1430296 0 0 Ravindranath A Kallur Former Key Employee 0 265178 0 115691 0 7239 0 45039 0 16582 0 449729 0 0 Donald Wesson MD Former Key Employee 0 513205 0 241398 0 21403 0 96330 0 16650 0 888986 0 0 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. Eight of persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Discretionary spending account-The organization provides eligible employees 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, known as the Annual Incentive Plan, 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 and Governance Committee (C&G 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 similar-sized, and structured businesses including other integrated health care service systems and other similar-sized organizations, both locally and nationally. The BSW Holdings' Board of Trustees and C&G Committee, on behalf of the organization, work 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 key employees. The C&G 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 C&G Committee approves and recommends to the BSW Holdings' Board of Trustees salary increases, earned incentives, and 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 C&G 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 C&G Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). During the executive session no officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are contemporaneously documented in the C&G Committee minutes which are timely reviewed and approved by the C&G Committee. Part I, Line 4b In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates (BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: Donald Wesson, M.D., Erin Bird, M.D., John Boyd III, M.D. ($61,107), Madhava R. Beeram, M.D., Mark Montgomery, M.D., Michael D. Reis, M.D., Michael Middleton, M.D., Penny Cermak, Ravindranath A. Kallur, Robert A. Probe, M.D., Robin W. Watson, M.D., Shahin Motakef, Stephen Sibbitt, M.D., Timothy Bittenbinder, M.D. and William Averitt, D.O. Also, certain senior officers, as designated by the BSW Holdings' governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize key senior leader's value and contribution to BSWH as well as align their compensation to the long term strategy of BSWH. Performance targets are based upon a percentage of the participant's base salary and are developed by independent third party expert(s) using market competitive data within the guides of reasonableness. The plan is based on BSWH's three-year performance against its peers, determined based on peer rankings or percentile rankings in quality, patient satisfaction and financial performance. At the end of three years, awards are determined by BSW Holdings' governing body for participants. Payouts are partially made in cash and the remainder vests over an additional two year period. The following individual(s) participated in and/or received payments (noted in parenthesis) from this plan during the tax year: John Boyd III, M.D. ($79,834), Penny Cermak ($56,852) and Shahin Motakef ($134,019). 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 and/or a wellness physical. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable. Michelle Mattern Family member of Michael Reis, M.D., Trustee 61881 Employee Compensation 0 X 428726 Selling Price 0 1 0 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: 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 were 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 articles of incorporation 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 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 and Governance Committee (C&G 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 similar-sized, and structured businesses including other integrated health care service systems and other similar-sized organizations, both locally and nationally. The BSW Holdings' Board of Trustees and C&G Committee, on behalf of the organization, 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 system's top management officials and key employees. The C&G 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 C&G Committee approves and recommends to the BSW Holdings' Board of Trustees salary increases, 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 C&G 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 C&G Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). During the executive session no officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are contemporaneously documented in the C&G Committee minutes which are timely reviewed and approved by the C&G Committee. 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 articles of incorporation 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 and are attached to this return. The organization's other governing documents and conflicts of interest policy are not made available to the public. Form 990, Part IX, line 11g Other Purchased Services: Program service expenses 34,280,161. Management and general expenses 1,470,289. Fundraising expenses 0. Total expenses 35,750,450. Contract Labor: Program service expenses 6,070,806. Management and general expenses 20,124. Fundraising expenses 0. Total expenses 6,090,930. Laboratory: Program service expenses 5,727,855. Management and general expenses 5,850. Fundraising expenses 0. Total expenses 5,733,705. Repairs & Maintenance : Program service expenses 1,928,041. Management and general expenses 498,527. Fundraising expenses 0. Total expenses 2,426,568. Patient Care: Program service expenses 4,287,349. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,287,349. Professional Fees : Program service expenses 3,196,663. Management and general expenses 648,997. Fundraising expenses 0. Total expenses 3,845,660. Corporate Overhead : Program service expenses 0. Management and general expenses 142,676,352. Fundraising expenses 0. Total expenses 142,676,352. Form 990, Part XI, line 9: Pension FMV Adjustment 1,916,112. Change in Net Assets of Related Foundation 5,302,700. Change in Value of Split Interest Agreements 110,348. Transfers Between Entities Under Common Control -26,443,423. Self Insurance Liability Reserve -5,985,896. Other Changes in Net Assets 238,062. 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 CFCs by the U.S. taxpayer identified below who has the same filing requirement. Taxpayer Name: Baylor University Medical Center Taxpayer Address: 2001 Bryan Street Suite 2200 Dallas, TX 75201 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 All Saints Health Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751947007 Fundraising TX 501(c)(3) Line 7 Baylor All Saints Medical Center 1 Baylor All Saints Medical Center 2001 Bryan Street Suite 2200 Dallas TX 75201 751008430 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Health Care System 2001 Bryan Street Suite 2200 Dallas TX 75201 751812652 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings 1 Baylor Health Care System Employee Benefit Trust 2001 Bryan Street Suite 2200 Dallas TX 75201 751848557 VEBA TX 501(c)(9) Baylor Health Care System 1 Baylor Health Care System Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751606705 Fundraising TX 501(c)(3) Line 7 Baylor Health Care System 1 Baylor Health Services 2001 Bryan Street Suite 2200 Dallas TX 75201 751917311 Inactive TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Institute for Rehabilitation at Gaston Episcopal Hospital 2001 Bryan Street Suite 2200 Dallas TX 75201 751037226 Rehabilitation Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Carrollton 2001 Bryan Street Suite 2200 Dallas TX 75201 454510252 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Irving 2001 Bryan Street Suite 2200 Dallas TX 75201 752586857 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Waxahachie 2001 Bryan Street Suite 2200 Dallas TX 75201 751844139 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Centers at Garland and McKinney 2001 Bryan Street Suite 2200 Dallas TX 75201 751037591 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Regional Medical Center at Grapevine 2001 Bryan Street Suite 2200 Dallas TX 75201 751777119 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Regional Medical Center at Plano 2001 Bryan Street Suite 2200 Dallas TX 75201 820551704 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Research Institute 2001 Bryan Street Suite 2200 Dallas TX 75201 751921898 Research TX 501(c)(3) Line 4 Baylor Health Care System 1 Baylor Scott & White Health 2001 Bryan Street Suite 2200 Dallas TX 75201 463131350 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings 1 Baylor Scott & White Holdings 2001 Bryan Street Suite 2200 Dallas TX 75201 463130985 Parent TX 501(c)(3) Line 12b, II N/A 0 Baylor Specialty Health Centers 2001 Bryan Street Suite 2200 Dallas TX 75201 751765385 Long Term Acute Care Hospitals TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor University Medical Center 2001 Bryan Street Suite 2200 Dallas TX 75201 751837454 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 HealthTexas Provider Network 2001 Bryan Street Suite 2200 Dallas TX 75201 752536818 Physician Services TX 501(c)(3) Line 3 Baylor Health Care System 1 Hillcrest Baptist Medical Center 100 Hillcrest Medical Blvd Waco TX 76712 741161944 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Memorial Hospital 1 Hillcrest Family Health Center 100 Hillcrest Medical Blvd Waco TX 76712 742730350 Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center 1 Hillcrest Physician Services 100 Hillcrest Medical Blvd Waco TX 76712 742967081 Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center 1 Irving Healthcare Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751570933 Fundraising TX 501(c)(3) Line 3 Baylor Medical Center at Irving 1 Scott & White Clinic 2401 S 31st Street Temple TX 76508 742958277 Physician Services TX 501(c)(3) Line 10 Scott & White Healthcare 1 Scott & White Continuing Care Hospital 2401 S 31st Street Temple TX 76508 202850920 Long Term Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White EMS Inc 2401 S 31st Street Temple TX 76508 753242749 Emergency Transport TX 501(c)(3) Line 10 Scott & White Memorial Hospital 1 Scott & White Foundation-Brenham 2401 S 31st Street Temple TX 76508 742460815 Fundraising TX 501(c)(3) Line 7 Scott & White Hospital-Brenham 1 Scott & White Health Plan 2401 S 31st Street Temple TX 76508 742052197 HMO/Insurance TX 501(c)(4) Baylor Scott & White Holdings 1 Scott & White Healthcare 2401 S 31st Street Temple TX 76508 264532547 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings 1 Scott & White Healthcare Foundation 2401 S 31st Street Temple TX 76508 273513154 Fundraising TX 501(c)(3) Line 7 Scott & White Healthcare 1 Scott & White Hospital-Brenham 2401 S 31st Street Temple TX 76508 742519752 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-College Station 2401 S 31st Street Temple TX 76508 274434451 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Llano 2401 S 31st Street Temple TX 76508 273026151 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Marble Falls 2401 S 31st Street Temple TX 76508 464007700 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Round Rock 2401 S 31st Street Temple TX 76508 203749695 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Taylor 2401 S 31st Street Temple TX 76508 741595711 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Medical Plan Trust 2401 S 31st Street Temple TX 76508 742866102 VEBA TX 501(c)(9) Scott & White Healthcare 1 Southern Sector Health Initiative 2001 Bryan Street Suite 2200 Dallas TX 75201 263087442 Diabetes Health & Wellness Center TX 501(c)(3) Line 12a, I Baylor University Medical Center 1 Baylor Scott & White Medical Centers-Capitol Area 2401 S 31st Street Temple TX 76508 813040663 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Scott & White Health 1 Century Integrated Partners Inc 2001 Bryan Street Ste 2200 Dallas TX 75201 810872075 Physician Services/Emergency Care TX 501(c)(3) Line 3 Baylor University Medical Center 1 Bell County Healthcare Collaborative 2401 S 31st Street Temple TX 46508 462166949 Indigent Care TX 501(c)(3) Line 12a, I N/A 0 Texas Care Alliance 7160 Dallas Pkwy Ste 600 Plano TX 75024 462829563 Population Health TX 501(c)(3) Line 12a, I N/A 0 Arlington Ortho & Spine Hospital LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 261578178 Short Stay Hospital TX N/A Arlington Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752748040 Ambulatory Surgery Center TX N/A Baylor Affiliated Services LLC 2001 Bryan Street Suite 2200 Dallas TX 75201 260614730 Benefit Plans TX N/A Baylor Heart and Vascular Center LLP 2001 Bryan Street Suite 2200 Dallas TX 75201 752834135 Specialty Hospital TX N/A Baylor Surgicare at Ennis LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 274202856 Ambulatory Surgery Center TX N/A Baylor Surgicare at Granbury LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 263896477 Ambulatory Surgery Center TX N/A Baylor Surgicare at Mansfield LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 271835675 Ambulatory Surgery Center TX N/A Baylor Surgicare at Plano Parkway LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 274282604 Ambulatory Surgery Center TX N/A Baylor Surgicare at Plano LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 260308454 Ambulatory Surgery Center TX N/A Bellaire Outpatient Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 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 5214 Maryland Way Suite 200 Brentwood TN 37207 462908086 Imaging Centers TX N/A Dallas Surgical Partners LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 722183815 Ambulatory Surgery Center TX N/A Denton Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752708579 Ambulatory Surgery Center TX N/A Desoto Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752592508 Ambulatory Surgery Center TX N/A EBD JV LLP 10077 Grogans Mill Rd Suite 100 The Woodlands TX 77380 455434614 Free Standing Emergency Hospitals TX N/A ESWCT LLC 10077 Grogans Mill Rd Ste 100 The Woodlands TX 77380 900899017 Free Standing Emergency Hospitals TX N/A Frisco Medical Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 752865177 Short Stay Hospital TX N/A Ft Worth Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752658178 Short Stay Hospital TX N/A Garland Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752764855 Ambulatory Surgery Center TX N/A GlobalRehab LP 4714 Gettysburg Rd Mechanicsburg PA 17055 288077072 Rehabilitation Hospitals TX N/A GlobalRehab-Fort Worth LP 4714 Gettysburg Rd Mechanicsburg PA 17055 205558682 Rehabilitation Hospitals TX N/A Grapevine Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752854711 Ambulatory Surgery Center TX N/A HealthTexas Provider Network-Gastro Serv LLP 2001 Bryan St Ste 2200 Dallas TX 75201 731697736 Physician Services TX N/A Heritage Park Surgical Hospital LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 611762781 Short Stay Hospital TX N/A Irving Coppell Surgical Hospital LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 542086863 Short Stay Hospital TX N/A Lewisville Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752862263 Ambulatory Surgery Center TX N/A Lone Star Endoscopy Center LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 273635726 Ambulatory Surgery Center TX N/A MEDCO Construction LLC 2001 Bryan Street Suite 2200 Dallas TX 75201 205965871 Construction TX N/A Metrocrest Surgery Center LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 030380493 Ambulatory Surgery Center TX N/A Metroplex Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752567179 Ambulatory Surgery Center TX N/A MSH Partners LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 752829613 Short Stay Hospital TX N/A North Central Surgical Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 201508140 Short Stay Hospital TX N/A North Garland Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 562399993 Ambulatory Surgery Center TX N/A Park Cities Surgery Center LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 562357079 Ambulatory Surgery Center TX N/A Physicians Surgical Center of Ft Worth LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 208303422 Ambulatory Surgery Center TX N/A Rockwall Ambulatory Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 205506447 Ambulatory Surgery Center TX N/A Rockwall-Heath Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 200334166 Ambulatory Surgery Center TX N/A SeniorCare Associates LP 4714 Gettysburg Rd Mechanicsburg PA 17055 201937212 Rehabilitation Hospitals TX N/A Specialty Surgery Center of Fort Worth LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 201942281 Ambulatory Surgery Center TX N/A Surgery Center of Richardson Phys Pship LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 200606781 Ambulatory Surgery Center TX N/A Texas Endoscopy Centers LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 470985876 Ambulatory Surgery Center TX N/A Texas Health Ventures Group LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 752696845 Holds interests in ASCs/ Short Stay Hospitals TX N/A Texas Heart Hospital of the Southwest LLP 2001 Bryan Street Suite 2200 Dallas TX 75201 412101361 Specialty Hospital TX N/A THVG Bariatric LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 383894636 Holds interests in Ambulatory Surgery Centers TX N/A Trophy Club Medical Center LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 481260190 Short Stay Hospital TX N/A Tuscan Surgery Center at Las Colinas LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 273578014 Ambulatory Surgery Center TX N/A University Surgical Partners of Dallas LLP 15305 Dallas Pkwy Suite 1600 Addison TX 75001 550823809 Ambulatory Surgery Center TX N/A Baylor Surgicare at North Dallas LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 752900902 Ambulatory Surgery Center TX N/A BT East Dallas JV LLP 1445 Ross Ave Suite 1400 Dallas TX 75202 475119983 Acute Care Hospital TX N/A BT Garland JV LLP 2300 Marie Curie Blvd Garland TX 75042 475009342 Acute Care Hospital TX N/A Lake Pointe Operating Company LLC 1445 Ross Ave Suite 1400 Dallas TX 75202 260194016 Acute Care Hospital TX N/A Lake Pointe Partners Ltd 1445 Ross Ave Suite 1400 Dallas TX 75202 752713337 Holding Company TX N/A Tenet Frisco Ltd 1445 Ross Ave Suite 1400 Dallas TX 75202 460477873 Acute Care Hospital 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 15305 Dallas Parkway Ste 1600 Addison TX 75001 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 15305 Dallas Parkway Ste 1600 Addison TX 75001 352199232 Ambulatory Surgery Center TX N/A Texas Regional Medical Center LLC 1445 Ross Ave Ste 1400 Dallas TX 75202 510570864 Hospital TX N/A Baylor Scott & White Assurance 23 Lime Tree Bay Grand Cayman CJ 980589956 Investment CJ N/A C 1 Baylor All Saints Med Cntr at Ft Worth Condo Owners Association Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 261661900 Condo Association TX N/A C 1 Baylor Health Enterprises LP 2001 Bryan Street Suite 2200 Dallas TX 75201 751997378 Fitness Center/Pharmacy/ Hotel TX N/A C 1 Baylor Health Network Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752463251 Health Care Consulting Services TX N/A C 1 Baylor Med Ctr at Grapevine Condo Owners Association Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752747555 Condo Association TX N/A C 1 Baylor Quality Health Care Alliance LLC 2001 Bryan Street Suite 2200 Dallas TX 75201 454015863 ACO TX N/A C 2194667 1240211 0.08330 1 BMP Incorporated 2001 Bryan Street Suite 2200 Dallas TX 75201 751436779 Post Office TX N/A C 1 BUMCRoberts Condominium Owners Association Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752897806 Condo Association TX N/A C 1 Charitable Lead Trusts (2) Investment TX N/A T 1 Charitable Remainder Trusts (64) Investment TX N/A T 1 Hillcrest Health Holdings Inc 3000 Herring St Waco TX 76708 742793367 Management Services TX N/A C 1 Insurance Company of Scott & White 2401 S 31st Street Temple TX 76508 743092083 Insurance TX N/A C 1 Scott & White Properties Holdings Inc 2401 S 31st Street Temple TX 76508 452920596 Investment TX Scott & White Memorial Hospital C 12322 1.00000 1 Scott & White Properties Inc 2401 S 31st Street Temple TX 76508 742497061 Hotel Services TX N/A C 1 1 1 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 1 1 Scott & White Clinic A 31490 GAAP Scott & White Hospital-College Station A 29868 GAAP Scott & White Hospital-Round Rock A 17546 GAAP Scott & White Hospital-Taylor A 13512 GAAP Scott & White Properties Holdings Inc A 1832 GAAP Baylor Quality Health Care Alliance LLC B 380817 GAAP Scott & White Continuing Care Hospital B 3661326 GAAP Scott & White Healthcare Foundation B 6704162 GAAP Scott & White Healthcare Foundation C 13128496 GAAP Scott & White Properties Holdings Inc F 8684657 GAAP Baylor Quality Health Care Alliance LLC K 56150 GAAP Baylor Medical Center at Waxahachie L 133791 GAAP Baylor Research Institute L 83960 GAAP Baylor Scott & White Health L 503614 GAAP Hillcrest Baptist Medical Center L 819909 GAAP Scott & White Clinic L 1248136 GAAP Scott & White Continuing Care 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