SCOTT & WHITE HEALTHCARE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT & WHITE HEALTHCARE FOUNDATION (EIN 27-3513154)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-14
- IRS object ID
- 201431959349301713
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-14T16:24:47-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273513154 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Healthcare Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCOT | NameControl |
| Phone | 2542159256 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1 |
| City | Temple | City |
| State | TX | State |
| ZIP Code | 76508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nancy Birdwell | Name |
| Title | Chief Executive Officer | Title |
| Phone | 2547242111 | Phone |
| Date Signed | 2014-07-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Matthew Wright | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1 |
| City | Temple | City |
| State | TX | State |
| ZIP Code | 76508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 113062582 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sw.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O Foundation to establish relationships and develop an understanding of and a belief in Scott & White's missions and vision in order to obtain philanthropic financial resources to meet the needs of the network of clinics, acute care hospitals and related health care entities its serves. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 28688665 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26224239 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -77605 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2927082 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -11772 | OtherRevenuePriorYear |
| Other Revenue Current Year | 659062 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28599288 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29810383 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4328215 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8609605 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3797013 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 341984 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 511786 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18976 | OtherExpensePriorYear |
| Other Expenses Current Year | 2229296 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4347191 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14977898 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 24252097 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14832485 | RevenuesLessExpensesCY |
| Total Assets BOY | 143641318 | TotalAssetsBOY |
| Total Assets EOY | 166728980 | TotalAssetsEOY |
| Total Liabilities BOY | 176170 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2267354 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 143465148 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 164461626 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To establish relationships and develop an understanding of and a belief in Scott & White's mission and vision in order to obtain philanthropic financial resources to meet the needs of those it serves. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13295514 | Expense |
| Grants | 8609605 | Grants |
| Description | See Schedule OScott & White provides personalized, comprehensive, high quality health care services enhanced by medical education and research through 13 acute care hospital facilities, one additional announced facility, a 215,000+ member regional health plan serving residents in a 29,000-square mile service area, and one of the nation's largest multi-specialty group practices with more than 140 clinics at over 70 clinic locations providing care in 46 medical specialties. Scott & White Healthcare ("SWHC")(EIN: 26-4532547) is parent corporation of the Scott & White Healthcare System (the "System"). The Scott & White Healthcare Foundation ("SWF")(EIN: 27-3513154), a subsidiary of SWHC, raises funds for the priority programs and services of the entire Scott & White System. The Scott & White Healthcare System had more than 14,000 employees, including over 1,200 physicians and scientists and 300+ advanced practice professionals during the fiscal year ending August 31, 2013, and served over 537,000 patients accounting for 2.5 million patient visits. Scott & White Memorial Hospital ("SWMH"), located in Temple, Texas, is the flagship hospital of the Scott & White Healthcare System and is the only Level I Trauma Center between Dallas and Austin, Texas. The McLane Children's Hospital Scott & White is the only stand-alone children's hospital between Dallas and Austin, Texas. Through thoughtful relationship development and interaction with supporters who believe in Scott & White's mission, the foundation strives to develop resources for enhanced clinical services, healthcare education for the next generation of professionals, clinical and translational research, and state-of-the-art facilities in which to deliver care. The hospitals in the Scott & White Healthcare System reported community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas statutory methodology) of $223,575,612. | Description |
| Total Program Service Expense | 13295514 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jon Malone | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2542159259 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1 |
| City | Temple | City |
| State | TX | State |
| ZIP Code | 76508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Louis S Casey Jr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Wayne Fisher | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Glen E Roney | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Morris E Foster | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Ross McKnight | ||||||||||
| Trustee, Chairman | 1.00 | X | 0 | 0 | 0 | X | ||||
| Drayton McLane Jr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| James H Mills | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Donald R Grobowsky | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Lyndon L Olson Jr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Anita Perry | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| W Roy Smythe MD | ||||||||||
| Trustee, Vice Chairman, Secretary | 1.00 | X | 0 | 713268 | 55112 | X | 40.00 | |||
| L Gill Naul MD | ||||||||||
| Trustee | 1.00 | X | 0 | 731151 | 53799 | 40.00 | ||||
| Michael Reis MD | ||||||||||
| Trustee | 1.00 | X | 0 | 499300 | 51409 | 40.00 | ||||
| Robert Probe MD | ||||||||||
| Trustee | 1.00 | X | 0 | 816096 | 57356 | 40.00 | ||||
| Michael L Middleton MD | ||||||||||
| Trustee | 1.00 | X | 0 | 418110 | 51542 | 40.00 | ||||
| Andrejs E Avots-Avotins MD | ||||||||||
| Trustee | 1.00 | X | 0 | 533290 | 53781 | 40.00 | ||||
| Robert W Pryor MD | ||||||||||
| Trustee, System Chief Executive Officer | 1.00 | X | 0 | 1202973 | 52070 | 40.00 | ||||
| William L Rayburn MD | ||||||||||
| Trustee | 1.00 | X | 0 | 625334 | 54941 | 40.00 | ||||
| Madhava R Beeram MD | ||||||||||
| Trustee | 1.00 | X | 0 | 474217 | 52056 | 40.00 | ||||
| Alejandro C Arroliga MD | ||||||||||
| Trustee | 1.00 | X | 0 | 600859 | 53332 | 40.00 | ||||
| Stephen Sibbitt MD | ||||||||||
| Trustee | 1.00 | X | 0 | 536178 | 52358 | 40.00 | ||||
| Robert Garriott | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Thomas L Burdett | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Kenneth Starr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Nancy W Dickey MD | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Jack Martin | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Nancy L Birdwell | ||||||||||
| Executive Vice President, Chief Executive Officer | 40.00 | 0 | 372360 | 41636 | X | |||||
| Alfred B Knight MD | ||||||||||
| President | 40.00 | 0 | 343534 | 51101 | X | |||||
| Francis P Anderson | ||||||||||
| Treasurer | 1.00 | 0 | 332403 | 50518 | X | 40.00 | ||||
| Dick L Dixon | ||||||||||
| System Chief Financial Officer | 1.00 | 0 | 641174 | 52540 | 40.00 | X | ||||
| James Carroll | ||||||||||
| System Chief Legal Counsel | 1.00 | 0 | 511014 | 46414 | 40.00 | X | ||||
| Matthew L Chambers | ||||||||||
| System Chief Information Officer | 1.00 | 0 | 536594 | 54371 | 40.00 | X | ||||
| Marc R Hallee | ||||||||||
| System Chief Human Resources Officer | 1.00 | 0 | 496688 | 46603 | 40.00 | X | ||||
| Patricia M Currie | ||||||||||
| System Chief Operation Officer | 1.00 | 0 | 735763 | 53682 | 40.00 | X | ||||
| Stephen F Sullivan | ||||||||||
| System Chief Strategy Officer | 1.00 | 0 | 272378 | 12785 | 40.00 | X | ||||
| Susan I Fergus | ||||||||||
| Vice President Stewardship | 40.00 | 0 | 116086 | 27328 | X | |||||
| Thom J Sloan | ||||||||||
| Development Director | 40.00 | 0 | 123436 | 9430 | X | |||||
| Stacy M Smith | ||||||||||
| Director Development | 40.00 | 0 | 112133 | 15736 | X | |||||
| Matthew G Wright | ||||||||||
| Vice President Philanthropy & Operations | 40.00 | 0 | 163739 | 23427 | X | |||||
| Brian T Hervey | ||||||||||
| Vice President Philanthropy & Communications | 40.00 | 0 | 150123 | 35071 | X | |||||
| Peter S Brumleve | ||||||||||
| Former Key Employee, Chief Stategy Officer | 0.00 | 0 | 199976 | 14740 | 40.00 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 12258177 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1123138 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruffalo Cody | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3018 | AddressLine1 |
| City | Cedar Rapids | City |
| State | IA | State |
| ZIP Code | 526063018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation | 300000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 670312 | FundraisingEvents |
| Related Organizations | 7154028 | RelatedOrganizations |
| All Other Contributions | 18399899 | AllOtherContributions |
| Noncash Contributions | 198182 | NoncashContributions |
| Total Contributions | 26224239 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2687086 | TotalRevenueColumn |
| Exclusion | $2,687,086 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 754960 | TotalRevenueColumn |
| Exclusion | $754,960 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8950 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8950 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8950 | TotalRevenueColumn |
| Exclusion | $8,950 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 83291990 | Securities |
| Other | 59977 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82999971 | Securities |
| Other | 112000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 292019 | Securities |
| Other | -52023 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 239996 | TotalRevenueColumn |
| Exclusion | $239,996 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35380 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 670312 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 140228 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -104848 | TotalRevenueColumn |
| Exclusion | -$104,848 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29810383 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,586,144 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8609605 | Total |
| Program Services | 8609605 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 726907 | Total |
| Management And General | 726907 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2408126 | Total |
| Program Services | 2408126 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 661980 | Total |
| Program Services | 661980 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341984 | Total |
| Fundraising | 341984 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1300398 | Total |
| Program Services | 998880 | ProgramServices |
| Management And General | 301518 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52089 | Total |
| Program Services | 40011 | ProgramServices |
| Management And General | 12078 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863 | Total |
| Program Services | 863 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266792 | Total |
| Program Services | 204932 | ProgramServices |
| Management And General | 61860 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153032 | Total |
| Program Services | 117549 | ProgramServices |
| Management And General | 35483 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30096 | Total |
| Program Services | 23118 | ProgramServices |
| Management And General | 6978 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31125 | Total |
| Program Services | 31125 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80028 | Total |
| Program Services | 61472 | ProgramServices |
| Management And General | 18556 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|
| Donor Recognition | 169802 | 169802 | |
| Supplies | 44560 | 44560 | |
| Dues & Subscriptions | 40111 | 40111 | |
| Other Community Benefit | 29269 | 29269 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31131 | Total |
| Program Services | 23913 | ProgramServices |
| Management And General | 7218 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14977898 | Total |
| Program Services | 13295514 | ProgramServices |
| Management And General | 1170598 | ManagementAndGeneral |
| Fundraising | 511786 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10754173 | BOY |
| EOY | 24234182 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111688730 | BOY |
| EOY | 126133835 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17065247 | BOY |
| EOY | 13226264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1563264 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 707043 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1448157 | BOY |
| EOY | 856221 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2365458 | BOY |
| EOY | 2101138 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318903 | BOY |
| EOY | 176690 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 650 | BOY |
| EOY | 650 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143641318 | BOY |
| EOY | 166728980 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176170 | BOY |
| EOY | 2214764 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 52590 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176170 | BOY |
| EOY | 2267354 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44110046 | BOY |
| EOY | 48886409 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98393127 | BOY |
| EOY | 78942943 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 961975 | BOY |
| EOY | 36632274 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143465148 | BOY |
| EOY | 164461626 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143641318 | BOY |
| EOY | 166728980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14832485 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 6119574 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 44418 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 3299644 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8713674 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26224239 | CurrentTaxYear |
| Total | 38237557 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 3299644 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8713674 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26224239 | CurrentTaxYear |
| Total | 38237557 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7135112 | AmountsSubstContributorsTotal |
| Public Support Total170 | 31102445 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 3450996 | CurrentTaxYear |
| Total | 3450996 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 41688553 | TotalSupport |
| First5 Years170 | X | First5Years170 |
| General Explanation | Schedule A, Part IV, Supplemental Information: The organization was formed June 1, 2010. Tax year 2009 was a short year. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $346 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $24,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 24346 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV, Supplemental Information: | Identifier |
| Explanation | Part II-B, Line 1(f) and Line 1(g): Scott & White Healthcare Foundation("SWF") maintains memberships in the Association for Healthcare Philanthropy and Association of Fundraising Professionals. A percentage of the dues paid to those organizations is attributed to lobbying activities and is reported as grants to other organizations for lobbying purposes. In addition, the organization retains the services of professional lobbyists, and in-house staff personnel maintain contact with legislators regarding issues pertinent to the organization. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 84929025 | BeginningOfYearBalance |
| Contributions | 3916915 | Contributions |
| Investment Earnings Or Losses | 9065986 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 2423232 | OtherExpenditures |
| End Of Year Balance | 95488694 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 959721 | BeginningOfYearBalance |
| Contributions | 85529950 | Contributions |
| Investment Earnings Or Losses | 851671 | InvestmentEarningsOrLosses |
| Other Expenditures | 2412317 | OtherExpenditures |
| End Of Year Balance | 84929025 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 960307 | Contributions |
| Investment Earnings Or Losses | -586 | InvestmentEarningsOrLosses |
| End Of Year Balance | 959721 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.50000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.50000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 404535 | OtherCostOrOtherBasis |
| Book Value | 404535 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1048729 | OtherCostOrOtherBasis |
| Depreciation | 707043 | Depreciation |
| Book Value | 341686 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110000 | OtherCostOrOtherBasis |
| Book Value | 110000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 856221 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to Related Organization | Description |
| Amount | $52,590 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 52590 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | Fin 48 (ASC 740) Footnote: Scott & White evaluates its income tax positions in accordance with ASC 740, Income Taxes, regarding accounting for uncertainty in income taxes. ASC 740 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. There are no material uncertain income tax positions as of August 31, 2013 or 2012. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| RuffaloCODY | ||||||||
| PO Box 3018 | Cedar Rapids | IA | 524063018 | Donor Acquisition Calling Program | 0 | 0 | 250000 | -250000 |
| Bornes VDM | ||||||||
| 1610 14th Avenue SE | Watertown | SD | 57201 | Direct Mail | 0 | 0 | 91984 | -91984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 341984 | TotalRetainedByContractors |
| Total Net To Organization | -341984 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Boots & Bandanas | NameOfEvent1 |
| Gross Receipts Event1 | 114545 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 91690 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 22855 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4954 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 16028 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 59000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 7639 | OtherDirectExpensesEvent1 |
| Name Of Event2 | American Girl | NameOfEvent2 |
| Gross Receipts Event2 | 71147 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 58622 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 12525 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1000 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 8880 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 38260 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 520000 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 520000 | CharitableContribOtherEvents |
| Non Cash Prizes Other Events | 573 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 1256 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 2638 | FoodAndBeverageOtherEvents |
| Gross Receipts Total | 705692 | GrossReceiptsTotal |
| Charitable Contributions Total | 670312 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35380 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 573 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7210 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 27546 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 59000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 45899 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 140228 | DirectExpenseSummaryEvents |
| Net Income Summary | -104848 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Memorial Hospital | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1 |
| City | Temple | City |
| State | TX | State |
| ZIP Code | 76508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 741166904 | EINOfRecipient |
| IRC Section | 501 (c) (3) | IRCSection |
| Amount Of Cash Grant | 8609605 | AmountOfCashGrant |
| Purpose Of Grant | To fund research,education, and priority programs and services. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 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 fulfill an identified community need, serve an underserved population, be in line with the mission of the organization, or provide the organization opportunities to build relationships with the community members and nonprofit organizations serving the community. For related organizations, all grants and other assistance are subject to the policies and procedures set forth by Scott & White Healthcare 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 given as a restricted gift and the receiving organization must sign a statement indicating they will use the funds for the stated purpose. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (23 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| W Roy Smythe MD | ||||||||||||||
| Trustee, Vice Chairman, Secretary | 0 | 698666 | 0 | 0 | 0 | 14602 | 0 | 32500 | 0 | 22612 | 0 | 768380 | 0 | 0 |
| L Gill Naul MD | ||||||||||||||
| Trustee | 0 | 662498 | 0 | 65000 | 0 | 3653 | 0 | 32500 | 0 | 21299 | 0 | 784950 | 0 | 0 |
| Michael Reis MD | ||||||||||||||
| Trustee | 0 | 423265 | 0 | 72000 | 0 | 4035 | 0 | 32500 | 0 | 18909 | 0 | 550709 | 0 | 0 |
| Robert Probe MD | ||||||||||||||
| Trustee | 0 | 743511 | 0 | 70521 | 0 | 2064 | 0 | 32500 | 0 | 24856 | 0 | 873452 | 0 | 0 |
| Michael L Middleton MD | ||||||||||||||
| Trustee | 0 | 416403 | 0 | 633 | 0 | 1074 | 0 | 32500 | 0 | 19042 | 0 | 469652 | 0 | 0 |
| Andrejs E Avots-Avotins MD | ||||||||||||||
| Trustee | 0 | 521642 | 0 | 8980 | 0 | 2668 | 0 | 32500 | 0 | 21281 | 0 | 587071 | 0 | 0 |
| Robert W Pryor MD | ||||||||||||||
| Trustee, System Chief Executive Offi | 0 | 895623 | 0 | 300000 | 0 | 7350 | 0 | 32500 | 0 | 19570 | 0 | 1255043 | 0 | 0 |
| William L Rayburn MD | ||||||||||||||
| Trustee | 0 | 528372 | 0 | 94000 | 0 | 2962 | 0 | 32500 | 0 | 22441 | 0 | 680275 | 0 | 0 |
| Madhava R Beeram MD | ||||||||||||||
| Trustee | 0 | 431998 | 0 | 40000 | 0 | 2219 | 0 | 32500 | 0 | 19556 | 0 | 526273 | 0 | 0 |
| Alejandro C Arroliga MD | ||||||||||||||
| Trustee | 0 | 542498 | 0 | 57000 | 0 | 1361 | 0 | 32500 | 0 | 20832 | 0 | 654191 | 0 | 0 |
| Stephen Sibbitt MD | ||||||||||||||
| Trustee | 0 | 435416 | 0 | 100000 | 0 | 762 | 0 | 32500 | 0 | 19858 | 0 | 588536 | 0 | 0 |
| Nancy L Birdwell | ||||||||||||||
| Executive Vice President, Chief Exec | 0 | 273468 | 0 | 96500 | 0 | 2392 | 0 | 32500 | 0 | 9136 | 0 | 413996 | 0 | 0 |
| Alfred B Knight MD | ||||||||||||||
| President | 0 | 242623 | 0 | 87500 | 0 | 13411 | 0 | 32500 | 0 | 18601 | 0 | 394635 | 0 | 0 |
| Francis P Anderson | ||||||||||||||
| Treasurer | 0 | 263244 | 0 | 67750 | 0 | 1409 | 0 | 32500 | 0 | 18018 | 0 | 382921 | 0 | 0 |
| Dick L Dixon | ||||||||||||||
| System Chief Financial Officer | 0 | 431778 | 0 | 207750 | 0 | 1646 | 0 | 32500 | 0 | 20040 | 0 | 693714 | 0 | 0 |
| James Carroll | ||||||||||||||
| System Chief Legal Counsel | 0 | 375213 | 0 | 132300 | 0 | 3501 | 0 | 32500 | 0 | 13914 | 0 | 557428 | 0 | 0 |
| Matthew L Chambers | ||||||||||||||
| System Chief Information Officer | 0 | 392598 | 0 | 140000 | 0 | 3996 | 0 | 32500 | 0 | 21871 | 0 | 590965 | 0 | 0 |
| Marc R Hallee | ||||||||||||||
| System Chief Human Resources Officer | 0 | 366554 | 0 | 129750 | 0 | 384 | 0 | 32500 | 0 | 14103 | 0 | 543291 | 0 | 0 |
| Patricia M Currie | ||||||||||||||
| System Chief Operation Officer | 0 | 540415 | 0 | 192500 | 0 | 2848 | 0 | 32500 | 0 | 21182 | 0 | 789445 | 0 | 0 |
| Stephen F Sullivan | ||||||||||||||
| System Chief Strategy Officer | 0 | 230513 | 0 | 40833 | 0 | 1032 | 0 | 0 | 0 | 12785 | 0 | 285163 | 0 | 0 |
| Matthew G Wright | ||||||||||||||
| Vice President Philanthropy & Operat | 0 | 136000 | 0 | 27658 | 0 | 81 | 0 | 21198 | 0 | 2229 | 0 | 187166 | 0 | 0 |
| Brian T Hervey | ||||||||||||||
| Vice President Philanthropy & Commun | 0 | 127665 | 0 | 21300 | 0 | 1158 | 0 | 19988 | 0 | 15083 | 0 | 185194 | 0 | 0 |
| Peter S Brumleve | ||||||||||||||
| Former Key Employee, Chief Stategy O | 0 | 118744 | 0 | 0 | 0 | 81232 | 0 | 10219 | 0 | 4521 | 0 | 214716 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 3 | The compensation review process is performed annually. All physician compensation is reviewed including pay, production data and total compensation. The physician compensation is then benchmarked against industry standards using data from ten different industry surveys. This review is performed by an independent consultant and presented to the Scott & White Healthcare Board of Trustees Compensation Committee. Scott & White Healthcare ("SWHC")(EIN: 26-4532547) is the parent corporation of the Scott & White Healthcare System (the "System"). System Officers along with regional Chief Executive Officers and Chief Medical Officers are reviewed annually. An independent consultant compares total compensation to benchmark surveys. The Scott & White Healthcare Board of Trustees Compensation Committee reviews the compensation and comparability data annually. |
| Part I, Line 7 | Discretionary bonuses are an element of various Scott & White Healthcare System (the "System") compensation plans. The Scott & White Healthcare Board of Trustees, which is the governing body of the Scott & White Healthcare System and the Board Compensation Committee have approved plans designed to measure performance based on differing job functions. The Board of Trustees approves the bonus pools reserved for the various plans. The Board of Trustees determines and approves the bonus, if any, for the System's Chief Executive Officers and other executive level personnel. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 40 | NumberOfContributions |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 147077 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Construction Materials | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 51105 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Third Party Use: | Part I, Line 32b: | A local auction service is used to sell non-cash gifts donated to the organization or items that the owner wants the proceeds to benefit the charitable mission of the organization. |
| Non Reporting of Revenue: | Part I, Line 33: | The non-cash contributions that were not reported as revenue on Form 990, Part VIII, line 1g, were gifts used in fundraising events. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| ExplanationExplanation | Return ReferenceReturnReference | IdentifierIdentifier |
|---|---|---|
| Form 990, Part V, Line 1a: Scott & White Healthcare Foundation ("SWF") does not file Forms 1096 or 1099. All expenditures for goods and services are made by Scott & White Memorial Hospital, which has filed all required reporting forms. | ||
| Form 990, Part V, Line 2a: Employees of the Scott & White Healthcare System are employed by Scott & White Memorial Hospital ("SWMH")(EIN: 74-1166904) or Scott & White Clinic ("SWC")(EIN: 74-2958277). This is done to achieve parity and consistency in compensation and benefits offered to employees and to reduce administrative costs. Consistent with this practice, employee Form W-2's are filed by Scott & White Memorial Hospital or Scott & White Clinic. For financial reporting purposes, compensation, benefits and other employee costs are assigned to the Scott & White entity for which services are rendered. Oversight of and responsibility for the activities of employees are vested in the board of directors and management of the Scott & White entity to which such employees are assigned. All required employment forms have been filed by Scott & White Memorial Hospital and Scott & White Clinic. | ||
| Donald Grobowsky and Dr. Alfred Knight, trustees, are both on the Board of Directors for First State Bank. | Form 990, Part VI, Section A, line 2 | |
| Scott & White Healthcare ("SWHC")(EIN: 26-4532547), an organization exempt from tax under IRC section 501(c)(3) and a public charity under IRC section 509(a)(3) is the sole member. | Form 990, Part VI, Section A, line 6 | |
| Scott & White Healthcare ("SWHC")(EIN: 26-4532547), an organization exempt from tax under IRC section 501(c)(3) and a public charity under IRC section 509(a)(3) is the sole member. Election of the Foundation's Board of Trustees requires the approval of the Scott & White Healthcare Board of Trustees, by majority vote. The majority of the Scott & White Healthcare Board of Trustees is comprised of individuals who are representative of the community. | Form 990, Part VI, Section A, line 7a | |
| Scott & White Healthcare ("SWHC")(EIN: 26-4532547), an organization exempt from tax under IRC section 501(c)(3) and a public charity under IRC section 509(a)(3) is the sole member. Actions taken by the Foundations Board of Directors are subject to oversight and approval of the Scott & White Healthcare Board of Trustees. The majority of the Scott & White Healthcare Board of Trustees is comprised of individuals who are representative of the community. | Form 990, Part VI, Section A, line 7b | |
| The Form 990 is prepared and reviewed by Scott & White Healthcare's ("SWHC") 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. 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 11 | |
| Persons with an actual or perceived ability to influence the organization have a 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. Scott & White Healthcare ("SWHC")Board of Trustees Audit and Compliance Committee and the SWHC Corporate Compliance Committee reviewed 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 12c | |
| The compensation review process is performed annually. All physician compensation is reviewed; including pay, production data, and total compensation. The physician compensation is then benchmarked against industry standards using data from ten different industry surveys. This review is performed by an independent consultant and presented to the Scott & White Healthcare Board of Trustees Compensation Committee. Scott & White Healthcare ("SWHC")(EIN: 26-4532547) is the parent corporation of the Scott & White Healthcare System (the "System"). System Officers along with regional Chief Executive Officers and Chief Medical Officers are reviewed annually. An independent consultant compares total compensation to benchmark surveys. The Scott & White Healthcare Board of Trustees Compensation Committee reviews the compensation and comparability data annually. | Form 990, Part VI, Section B, line 15 | |
| The Scott & White governing documents and Conflict of Interest Policy (Tax) are available to the public upon request. This entity does not have separately audited financial statements. The audited financial statements of the Scott & White Healthcare System are available at http://www.dacbond.com and upon request. | Form 990, Part VI, Section C, line 19 | |
| Part VI, Line 14: While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to written document retention and destruction compliance. The organization anticipates these procedures will be adopted within the next fiscal year. | ||
| Form 990, Part VII: Average hours per week recorded in column B for the Officers, Directors, Key Employees and Highly Compensated Employees represent total hours worked for the entire Scott & White Healthcare System. | ||
| Current year change in uncollectible contributions and pledges 60,700. R & E Transfer -16,282. | Form 990, Part XI, line 9: | Changes in Net Assets or Fund Balances: |
| Disclosure Statement Related to Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer: Under 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, as a Category 5 filer with respect to certain controlled foreign corporations (CFCs). These filing requirements are or will be satisfied through the filing of Forms 5471 for these CFCs by other U.S. taxpayers identified below who have the same filing requirement. Taxpayer Name: Scott & White Memorial Hospital Taxpayer Address: 2401 S. 31st Street Temple, TX 76508 Taxpayer Identification Number of U.S. tax return with which the Forms 5471 were or will be filed: 74-1166904 IRS Service Center where U.S. tax return was or will be filed: efile | Form 5471 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Healthcare | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 264532547 | Operational Support | TX | 501 (c) (3) | Line 11a, I | N/A | 0 | |
| Scott & White Memorial Hospital | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741166904 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Clinic | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742958277 | Physician Services | TX | 501 (c) (3) | Line 9 | 1 | Scott & White Healthcare | |
| Scott & White Hospital-Round Rock | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 203749695 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Continuing Care Hospital | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 202850920 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White EMS Inc | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 753242749 | Emergency Transportation | TX | 501 (c) (3) | Line 9 | 1 | Scott & White Memorial Hospital | |
| Hillcrest Baptist Medical Center | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 741161944 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Memorial Hospital | |
| Scott & White Hospital-Brenham | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742519752 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Health Plan | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742052197 | HMO/Insurance | TX | 501 (c) (4) | 1 | Scott & White Healthcare | ||
| Scott & White Hospital-Taylor | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741595711 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Hospital-Llano | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273026151 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Hospital-College Station | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 274434451 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Brenham Hospital Services Corporation | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742605157 | Operational Support | TX | 501 (c) (3) | Line 11a, I | 1 | Scott & White Healthcare | |
| Scott & White Foundation-Brenham | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742460815 | Fundraising | TX | 501 (c) (3) | Line 7 | 1 | Scott & White Hospital-Brenham | |
| Brenham Care Center | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742663229 | Healthcare | TX | 501 (c) (3) | Line 9 | 1 | Scott & White Hospital-Brenham | |
| Hillcrest Family Health Center | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742730350 | Physician Services | TX | 501 (c) (3) | Line 11a, I | 1 | Hillcrest Baptist Medical Center | |
| Hillcrest Physician Services | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742967081 | Physician Services | TX | 501 (c) (3) | Line 11a, I | 1 | Hillcrest Baptist Medical Center | |
| Scott & White Hospital - Marble Falls | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 464007700 | Hospital Services | TX | Applied for 501 (c) | Applied for Line 3 | 1 | Scott & White Healthcare | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESWCT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10077 Grogans Mill Rd Ste 100 | AddressLine1 |
| City | The Woodlands | City |
| State | TX | State |
| ZIP Code | 77380 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900899017 | EIN |
| Primary Activity | Investment | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Properties Holdings Inc | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 452920596 | Investment | TX | N/A | C | 1 | |||||||
| Scott & White Properties Inc | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742497061 | Hotel services | TX | N/A | C | 1 | |||||||
| Scott & White Assurance Ltd | ||||||||||||||||
| 980589956 | Investment | N/A | C | 1 | 23 Lime Tree Bay | Grand Cayman | CJ | CJ | ||||||||
| Hillcrest Health Holdings Inc | ||||||||||||||||
| 3000 Herring St | Waco | TX | 76708 | 742793367 | Operational Support | TX | N/A | C | 1 | |||||||
| Atumida | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 270583030 | Research | TX | N/A | C | 1 | |||||||
| Insurance Company of Scott & White | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 743092083 | Insurance | TX | N/A | C | 1 | |||||||
| Charitable Remainder Trust #1 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 526854329 | Investment | TX | N/A | T | 1 | |||||||
| Charitable Remainder Trust #2 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 206463694 | Investment | TX | N/A | T | 1 | |||||||
| Charitable Remainder Trust #3 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 416504860 | Investment | TX | N/A | T | 1 | |||||||
| Charitable Remainder Trust #4 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751167 | Investment | TX | N/A | T | 1 | |||||||
| Charitable Remainder Trust #5 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746391353 | Investment | TX | N/A | T | 1 | |||||||
| Charitable Remainder Trust #6 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746397360 | Investment | TX | N/A | T | 1 | |||||||
| Charitable Remainder Trust #7 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751168 | Investment | TX | N/A | T | 1 | |||||||
| Charitable Remainder Trust #8 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746423552 | Investment | TX | N/A | T | 1 | |||||||
| Charitable Remainder Trust #9 | ||||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 456783659 | Investment | TX | N/A | T | 1 | |||||||
| Phil and June Hivnor Charitable | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 900850773 | Investment | TX | T | 1 | Scott & White Healthcare Foundation | 30091 | 1.00000 | |||||
| Nelda I Staller Charitable Remainder Unitrust No 1 | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 326224724 | Investment | TX | T | 1 | Scott & White Healthcare Foundation | 73587 | 1.00000 | |||||
| Scott & White Lake of the Hills Regional Medical Center | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 451608264 | Hospital Services | TX | N/A | C | 1 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Scott & White Memorial Hospital | ||
| B | 8609605 | Cost |
| Scott & White Memorial Hospital | ||
| P | 1978697 | Cost |
| Scott & White Clinic | ||
| P | 1465864 | Cost |
| Scott & White Healthcare | ||
| C | 7154028 | Cost |
| Scott & White Healthcare | ||
| P | 9566936 | Cost |
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