SCOTT & WHITE HOSPITAL-TAYLOR: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT & WHITE HOSPITAL-TAYLOR (EIN 74-1595711)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201303169349302040
- 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 H
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T13:35:38-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741595711 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Hospital-Taylor | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCOT | NameControl |
| Phone | 2542159043 | 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 | Ernest L Bovio | Name |
| Title | Chief Executive Officer | Title |
| Phone | 2542159043 | Phone |
| Date Signed | 2013-10-29 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Ernest L Bovio | 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 | 19123256 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sw.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Scott & White provides personalized, comprehensive, high quality health care services enhanced by medical education and research through 12 acute care hospital sites, two additional announced facilities, a 240,000+ 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 178 clinics at 65 clinic locations providing care in 46 medical specialties. Scott & White Hospital-Taylor ("SWHT") is a subsidiary of Scott & White Healthcare ("SWHC")(EIN: 26-4532547), the 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 provided at cost approximately: $60 million in unreimbursed charity care and $50.5 million in unreimbursed Medicaid and indigent care. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 26519 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 49745 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15193250 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19033781 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8044 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10022 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 62751 | OtherRevenuePriorYear |
| Other Revenue Current Year | 29708 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15290564 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19123256 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7890175 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9370654 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8104866 | OtherExpensePriorYear |
| Other Expenses Current Year | 9716474 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15995041 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19087128 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -704477 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 36128 | RevenuesLessExpensesCY |
| Total Assets BOY | 10526003 | TotalAssetsBOY |
| Total Assets EOY | 12443331 | TotalAssetsEOY |
| Total Liabilities BOY | 4794620 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6799261 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5731383 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5644070 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Scott & White Hospital-Taylor has adopted the mission statement of the Scott & White Healthcare System: "To provide the most personalized, comprehensive and highest-quality health care, enhanced by medical education and research." | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18352610 | Expense |
| Revenue | 19033781 | Revenue |
| Description | Scott & White provides personalized, comprehensive, high quality health care services enhanced by medical education and research through 12 acute care hospital facilities, two additional announced facilities, a 240,000+ member regional health plan serving residents in a 29,000-square mile service area of Central Texas, and one of the nation's largest multi-specialty group practices with more than 178 clinics at 65 clinic locations providing care in 46 medical specialties. Scott & White Hospital-Taylor ("SWHT") is a subsidiary of Scott & White Healthcare ("SWHC")(EIN: 26-4532547), the 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 provided at cost approximately: $60 million in unreimbursed charity care, $46 million in unreimbursed Medicaid, $4.5 million in unreimbursed indigent care, $21 million in unreimbursed subsidized services, $63 million in unreimbursed health professions education, $13 million in unreimbursed research, $1 million in other community benefits, and had a Medicare shortfall of approximately $96 million in the fiscal year ending August 31, 2012. The Scott & White Healthcare System had more than 14,000 employees, including over 1,000 physicians and scientists and 300+ advanced practice professionals during the fiscal year ending August 31, 2012, and served over 537,000 patients accounting for 2.2 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. Scott & White Hospital-Taylor had 18,444 patient observation days (excluding newborns), 601 surgical cases, 517 admissions and 8,966 emergency room visits for the fiscal year ending December 31, 2012. SWHT serves the community through projects such as: diabetic support groups, adult fitness classes and various senior adult lectures and classes.Scott & White System personnel strive to do more than merely meet the healthcare needs of patients. Employees go into the community to educate about living a healthier life. Targeted populations are provided information on specific needs. For example, physicians specializing in geriatric care hold regular seminars discussing subjects such as preventing injury from falls, questions patients should be asking their doctor, how to maintain a healthy lifestyle with limited mobility, and more. Health educational programs regarding prevention and treatment are offered free or at minimal cost to all community members in a variety of subject areas, such as weight loss, smoking cessation, education on coping with a diagnosis, support groups for families, child safety, heart disease education, diabetes education, sex education for teens, domestic violence prevention and many more. Staff and physicians attend health fairs in the community and provide regular community presentations about health issues for different populations. Clinics in the region offer healthy cooking classes led by a Scott & White dietician to instruct families in creating easy and cost effective healthy meals. As an integrated health care delivery system, Scott & White is able to leverage the Scott & White Health Plan to provide health education information to the community and is actively working to make that information more widely available.Scott & White uses various forms of media to promote health in the community. The System website, blogs, social media, printed flyers, and newspaper and magazine articles written by staff and physicians throughout the year provide information that community members can use to enhance personal health. A specific website has been created to instruct on wellness initiatives (wellness.sw.org). Also, Scott & White staff dedicate many hours serving on community boards and collaborative groups whose missions are to improve the overall health of the community. In addition to these efforts, the System has designated specific funds to be used to enhance healthy initiatives occurring in each community. For example, Scott & White provides substantial financial and in-kind support for multiple free clinics to assist in providing better access and more affordable healthcare to the medically underserved. Scott & White is one of sixteen major U.S. health systems to be part of the National High Value Healthcare Collaborative ("HVHC"). This partnership is designed to improve healthcare, lower costs and make best practices available to the national provider community. The Dartmouth Institute for Health Policy and Clinical Practice leads the collaborative which is studying nine prevalent condition/disease specific areas that have been shown to have wide variation nationally in rates, costs and outcomes. Additional high variation, high cost conditions that affect diverse populations will be added over time. The healthcare systems in this group are responsible for 50 million patients and are using private dollars and research and grant funds to identify ways to get the most out of every healthcare dollar. In June of 2012 the HVHC received a $26 million grant from the Center for Medicare and Medicaid Innovation ("CMMI"). CMMI projects the service improvements funded by this grant will save $64 million over three years, largely due to reduced utilization and costs that have been shown to occur when patients are engaged and empowered to make health care decisions based on their own values and preferences.Scott & White strives to better serve patients while decreasing costs to the healthcare system. One way this is accomplished is through better communication between specialists and primary care physicians creating coordinated and integrated care. Scott & White's electronic medical records (EMR) system allows specialists to review a patient's medical history and lab results and make recommendations to a primary care physician possibly eliminating an office visit. If the specialist needs to see a patient the specialist has access to all tests and lab work prior to the office visit which can prevent a second or third specialty follow-up visit. Scott & White is also using the EMR system to practice active rather than passive medicine. The new EMR system allows Scott & White to automatically remind physicians that patients are due for preventive tests such as mammograms or cholesterol checks. The system allows doctors and nurses to use e-mail to provide patients with test results or to answer questions that previously would have required an office visit.The Scott & White Healthcare System has received numerous awards and accreditations. Scott & White Memorial Hospital was ranked for the eighth time as one of the Top 100 Hospitals by Thomson Reuters. For the second consecutive year, SWMH was named one of the nation's Best Regional Hospitals according to U.S. News & World Report.Scott & White Hospital-Taylor serves patients qualifying for federal Medicare and state Medicaid programs and other federal and state means tested assistance programs. Services for indigent, uninsured and underinsured patients are provided according to provisions of the Scott & White Healthcare Financial Assistance Policy, which provides financial assistance to patients up to 375% of the Federal Poverty Guidelines. | Description |
| Total Program Service Expense | 18352610 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 0 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| 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 | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dick Dixon | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2547244733 | 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 (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Ernest L Bovio | |||||||||
| Director, Chief Executive Officer | 40.00 | X | X | 0 | 371939 | 52944 | |||
| Patricia M Currie | |||||||||
| Director, Vice President | 40.00 | X | X | 0 | 735763 | 53682 | |||
| Franklin Chang MD | |||||||||
| Director, Chairman | 40.00 | X | X | 0 | 320534 | 51010 | |||
| L Gill Naul MD | |||||||||
| Director | 40.00 | X | 0 | 731151 | 53799 | ||||
| Ted Hejl | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| James Mills | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Dick L Dixon | |||||||||
| Director, Secretary/Treasurer | 40.00 | X | X | 0 | 641174 | 52540 | |||
| Robin W Watson MD | |||||||||
| Chief Medical Officer | 40.00 | 0 | 494650 | 51803 | X | ||||
| Robert W Pryor MD | |||||||||
| System Chief Executive Officer | 40.00 | 0 | 1202973 | 52070 | X | ||||
| Glen R Couchman MD | |||||||||
| System Chief Medical Officer | 40.00 | 0 | 741071 | 53113 | X | ||||
| Cynthia B Dunlap | |||||||||
| System Chief Nursing Officer | 40.00 | 0 | 308906 | 45842 | X | ||||
| Marc R Hallee | |||||||||
| System Chief Human Resource Officer | 40.00 | 0 | 496688 | 46603 | X | ||||
| Matthew L Chambers | |||||||||
| System Chief Information Officer | 40.00 | 0 | 536594 | 54371 | X | ||||
| Stephen F Sullivan | |||||||||
| System Chief Strategy Officer | 40.00 | 0 | 272378 | 12785 | X | ||||
| James Carroll | |||||||||
| System Chief Legal Counsel | 40.00 | 0 | 511014 | 46414 | X | ||||
| Deana Dossey | |||||||||
| Pharmacist | 40.00 | 0 | 145379 | 12492 | X | ||||
| Sandy Ehler | |||||||||
| Nurse | 40.00 | 0 | 100249 | 23265 | X | ||||
| Alfred B Knight MD | |||||||||
| Former Key Employee | 40.00 | 0 | 343534 | 51101 | X | ||||
| Peter Brumleve | |||||||||
| Former Key Employee | 40.00 | 0 | 199976 | 14740 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 8153973 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 728574 | 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 | Nursefinders | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 910738 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 753910738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Staffing | DescriptionOfServices |
| Compensation | 317495 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 46877 | GovernmentGrants |
| All Other Contributions | 2868 | AllOtherContributions |
| Total Contributions | 49745 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net Patient Revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 19033781 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19033781 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19033781 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10022 | TotalRevenueColumn |
| Exclusion | $10,022 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7086 | TotalRevenueColumn |
| Exclusion | $7,086 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Cafeteria Sales | 621990 | 15059 | $15,059 |
| Miscellaneous | 621990 | 7563 | $7,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 22622 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19123256 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19033781 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $39,730 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7876012 | Total |
| Program Services | 7659815 | ProgramServices |
| Management And General | 216197 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1494642 | Total |
| Program Services | 1453614 | ProgramServices |
| Management And General | 41028 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10074 | Total |
| Management And General | 10074 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344 | Total |
| Management And General | 344 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1096826 | Total |
| Program Services | 1084535 | ProgramServices |
| Management And General | 12291 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23830 | Total |
| Program Services | 23830 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308891 | Total |
| Program Services | 300412 | ProgramServices |
| Management And General | 8479 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12699 | Total |
| Program Services | 12699 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398594 | Total |
| Program Services | 387653 | ProgramServices |
| Management And General | 10941 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114429 | Total |
| Program Services | 58479 | ProgramServices |
| Management And General | 55950 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5552 | Total |
| Program Services | 5552 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45750 | Total |
| Program Services | 45750 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531182 | Total |
| Program Services | 531182 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Bad Debt | 5177291 | 5177291 | |
| Patient Care Expenses | 1414433 | 1414433 | |
| Overhead/Shared Service | 387050 | 7836 | 379214 |
| Maintenance/Repair | 138745 | 138745 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50784 | Total |
| Program Services | 50784 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19087128 | Total |
| Program Services | 18352610 | ProgramServices |
| Management And General | 734518 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1459078 | BOY |
| EOY | 3214240 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84936 | BOY |
| EOY | 87820 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2585304 | BOY |
| EOY | 2828780 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237940 | BOY |
| EOY | 251441 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6692533 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1162497 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5657750 | BOY |
| EOY | 5530036 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371866 | BOY |
| EOY | 393420 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129129 | BOY |
| EOY | 137594 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10526003 | BOY |
| EOY | 12443331 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162277 | BOY |
| EOY | 1242388 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1338052 | BOY |
| EOY | 1247940 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3294291 | BOY |
| EOY | 4308933 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4794620 | BOY |
| EOY | 6799261 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5396637 | BOY |
| EOY | 5285065 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19746 | BOY |
| EOY | 44005 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315000 | BOY |
| EOY | 315000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5731383 | BOY |
| EOY | 5644070 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10526003 | BOY |
| EOY | 12443331 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 36128 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 13150 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -136591 | 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 | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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 | $540 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 540 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Scott & White Hospital-Taylor ("SWHT") maintains membership in the Texas Hospital Association. A percentage of dues paid to that organization is allocated to lobbying activities and is reported on line 1f as "Grants to other organizations for lobbying purposes". | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 334746 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 24259 | InvestmentEarningsOrLosses |
| End Of Year Balance | 359005 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 327099 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7647 | InvestmentEarningsOrLosses |
| End Of Year Balance | 334746 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 301397 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 25702 | InvestmentEarningsOrLosses |
| End Of Year Balance | 327099 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 258514 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 42883 | InvestmentEarningsOrLosses |
| End Of Year Balance | 301397 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 308069 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -49555 | InvestmentEarningsOrLosses |
| End Of Year Balance | 258514 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.88000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12000 | TermEndowmentEOYBalance |
| 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 | 1418033 | OtherCostOrOtherBasis |
| Book Value | 1418033 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3695429 | OtherCostOrOtherBasis |
| Depreciation | 541645 | Depreciation |
| Book Value | 3153784 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1213071 | OtherCostOrOtherBasis |
| Depreciation | 535452 | Depreciation |
| Book Value | 677619 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 366000 | OtherCostOrOtherBasis |
| Depreciation | 85400 | Depreciation |
| Book Value | 280600 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5530036 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due to Related Organization | $4,286,349 |
| Capital Lease | $22,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4308933 | 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 | Part X, Line 2: Fin 48 Footnote: Scott & White evaluates it's income tax positions in accordance with Accounting Standard Codification 740-10, regarding accounting for uncertainty in income taxes (ASC 740-10). ASC 740-10 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 unrecorded tax liabilities as of August 31, 2012 and 2011. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent100 | X | Pcent100 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 375.000000000000 | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 0 | AnnualCommunityBenefitReport |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 744761 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 744761 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05350 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1454711 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 776166 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 678545 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04880 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 122587 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 112094 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 10493 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2322059 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 888260 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1433799 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10310 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5800 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 5800 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5800 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 5800 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2327859 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 888260 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1439599 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10350 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $2,090,221 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 7152724 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 7257093 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -104369 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Hospital-Taylor | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 Mallard Lane | AddressLine1 |
| City | Taylor | City |
| State | TX | State |
| ZIP Code | 76574 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.sw.org | WebsiteAddress |
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Critical Access Hospital | X | CriticalAccessHospital |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Hospital-Taylor | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 100.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 1 | UsesFPGDiscounted |
| FPG Discount Percent | 375.000000000000 | FPGDiscountPercent |
| Explains Basis | 1 | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 1 | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Available On Request | X | AvailableOnRequest |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Collection Activities | 0 | CollectionActivities |
| Nondiscrim Emergency Care Policy | 0 | NondiscrimEmergencyCarePolicy |
| No Emergency Policy | X | NoEmergencyPolicy |
| Medicare Rate | X | MedicareRate |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (12 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| Part I, Line 7: The costing method used for Schedule H is the cost to charge ratio, as calculated in Schedule H, Worksheet 2. This method was applied to the costs reported on lines 7a, 7b, and 7c. | ||
| Part I, L7 Col(f): Bad debt expense subtracted from total expenses on Part IX of the Form 990 to calculate the operating expenses used in calculating the percentage in column (f) is $5,177,291 | ||
| Part III, Line 4: In the Scott & White Hospital-Taylor ("SWHT") accounting system, bad debt is recorded as the cost of forgone charges. To calculate the cost of bad debt for purposes of Schedule H, Part III, line 2, the cost to charge ratio calculated in Worksheet 2 of the Schedule H Instructions was applied. Due to patient screenings which occur prior to recording bad debt charges, bad debt expense should not contain community benefit expenditures.Audited financial statement footnote, Page 19: The presentation of the provision for bad debts as a reduction of patient service revenue is based on an entity-wide assessment of the significance of patient revenue that is recognized without assessing patients' ability to pay. Scott & White has experienced an increase in write-off trends related to bad debt and charity across the system driven by changes in insurance plan structures shifting financial responsibility away from the health plan to individuals and general economic conditions. There have been no significant changes to the charity care policies for the year ended August 31, 2012. | ||
| Part III, Line 8: Scott & White Hospital-Taylor ("SWHT") is a nonprofit hospital that voluntarily participates in the Medicare program. Medicare payments received do not cover the costs incurred to provide services to Medicare patients. In reporting the community benefit portion of the American Hospital Association/Texas Hospital Association survey, the Medicare short-fall is included in community benefit reporting.Costing methodology/source: The Medicare revenue and costs are from the Medicare Cost Report which has a year-end December 31, 2012. All payments to providers of services must be based on the reasonable cost of services covered under title XVIII of the Social Security Act. Reasonable cost includes all necessary and proper costs incurred in rendering the services. Reasonable cost takes into account both direct and indirect costs of providers of services, including normal standby costs. The general services or overhead cost is stepped down and allocated through statistical data to equitably allocate the expenses to the hospital service departments. | ||
| Part III, Line 9b: The Scott & White Healthcare Financial Assistance Policy has a section for coordination with collection policies. It states: "not withstanding any other provision of any other policy or provision at S&W regarding billing and collection matters, S&W will not engage in extraordinary collection actions before it makes reasonable efforts to determine whether an individual who has an unpaid billing from S&W is eligible for financial assistance under this Policy. "Reasonable efforts"includes notification to the patient by S&W of this Policy upon admission or discharge and in written and oral communications with the patient regarding the patient's billings, including invoices, telephone calls, and such other communications as may be set forth in future guidance from the U.S. Department of the Treasury or Internal Revenue Service." | ||
| Part V, Section B, Line 14g: When an uninsured patient registers, the hospital's financial policy will be explained to the patient. At this time, Scott & White Hospital-Taylor's ("SWHT") financial assistance program will be offered to the patient. If the patient believes he may qualify for the program, they will be provided with a financial assistance program application. Patient's will also be notified of the financial assistance program through internal collections correspondence. | Scott & White Hospital-Taylor | |
| Part VI, Line 2: Scott & White Hospital-Taylor ("SWHT") relies on a community health profile issued by the Williamson County and Cities Health District ("WCCHD")to assess potential healthcare needs of the community. This health profile addresses demographic changes, vital statistics, and child health information, which SWHT uses to design programs that will effectively address the community's health needs. | ||
| Part VI, Line 3: Scott & White Hospital Taylor ("SWHT") provides patients with information regarding eligibility for financial assistance in a number of ways. Patients are notified of the Scott & White Financial Assistance Policy upon admission or discharge, and in written and oral communications with the patient regarding patient billing statements. Scott & White personnel attempt to screen uninsured patients for eligibility for financial assistance, as well as alternative funding sources, prior to providing services. When screening prior to service is not possible, Scott & White personnel attempt to screen uninsured patients prior to billing. Scott & White financial counselors contacting patients regarding outstanding accounts attempt to screen patients for eligibility for financial assistance and opportunities for alternative funding sources. | ||
| Part VI, Line 4: Scott & White Hospital-Taylor has identified Williamson County as the primary community served as it is the county the majority of our patients reside in.The communities and people of Williamson County reflect recent dramatic economic and business growth, unique environment and geography, and the county's history of perseverance and resiliency in the face of natural disasters and other events. Over the past ten years, the population of the county grew 69%. The most recent population estimate for the county was 442,782 in 2011. With the exception of Liberty Hill, population has increased in the incorporated areas of cities throughout the county since 2000.The eastern region of the county has many areas still considered rural, but is transitioning away from an economy dominated by agriculture. Strong support of farmers markets throughout the county may help sustain some level of diversified agriculture. Overall, growth has occurred in eastern Williamson but at a slower pace than in western Williamson. The notable exception to this is the City of Hutto, which grew 1075% from 2000 to 2010 according to the US Census. Outside of Hutto, the population in eastern Williamson tends to be older and medically underserved.Significant demographic changes countywide include growth of the Hispanic, Non-White population, which grew from 17% of the population in 2000 to 23% of the population in 2010. Countywide, the median age increased from 30 to 32 from 2000 to 2010. Approximately 25,000 individuals in the county speak English less than very well.When considering the countywide measures that can affect health, it is important to understand demographic, educational and income variations across our county:-The City of Georgetown has the highest median age at 44 years, while Hutto has the lowest median age at 29 years. -The percentage of households in Hutto that have children is 53%, while only 27% of households do in Georgetown.-The Hispanic, non-White population ranges from 19% in Cedar Park and Liberty Hill to 43% in Taylor.-The percentage of individuals speaking English less than very well ranges from 4% in Hutto to 12% in Taylor.-The percentage with less than a high school degree (age 25 and over) ranges from 5% in Georgetown and Hutto to 20% in Liberty Hill and Taylor.-Individuals in Taylor and Liberty Hill have on average lower educational attainment; high school or less than high school was the most education received by 51% of residents of Liberty Hill and by 60% of residents of Taylor.-Higher educational attainment and income are closely correlated. Liberty Hill and Taylor are the cities with the lowest median income. The city with the highest median income is Cedar Park. Round Rock, where 37% earned a bachelor's degree or higher, also has a high median income. | ||
| Part VI, Line 5: All Scott & White Healthcare System (the "System") facilities are operated in a manner that furthers exempt purposes. Scott & White Healthcare officers and executives plan and direct the activities of all System facilities under the direction and oversight of the Scott & White Healthcare Board of Trustees. The Scott & White Hospital-Taylor ("SWHT") Board of Directors is comprised of persons residing in the service area. As explained in response to Form 990 Part VI, Section A, Question 7b, the SWHT Board of Directors does not consist of a majority of independent directors, SWHT relies on the Scott & White Healthcare Board of Trustees, which is controlled by a majority of community trustees, to meet community board standards. SWHT maintains an emergency room following EMTALA requirements and has an open medical staff. SWHT is operated for the benefit of the public and no part of income inures to any private individual or serves a private interest. Surplus funds are used to further SWHT's exempt purpose by improving the quality of patient care, expanding facilities, advancing medical training and education and funding research. Scott & White Healthcare has a Financial Assistance Policy that all hospitals in the Scott & White Healthcare System follow, including SWHT, which provides assistance to individuals with incomes up to 375% of the Federal Poverty Guidelines ("FPG"), and free care up to 100% of the FPG. | ||
| Part VI, Line 6: Scott & White provides personalized, comprehensive, high quality health care services enhanced by medical education and research through 12 acute care hospital facilities, two additional announced facilities, a 240,000+ member regional health plan serving residents in a 29,000-square mile service area of Central Texas, and one of the nation's largest multi-specialty group practices with more than 178 clinics at 65 clinic locations providing care in 46 medical specialties. Scott & White Hospital-Taylor ("SWHT") is a subsidiary of Scott & White Healthcare ("SWHC")(EIN: 26-4532547), the 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 provided at cost approximately: $60 million in unreimbursed charity care, $46 million in unreimbursed Medicaid, $4.5 million in unreimbursed indigent care, $21 million in unreimbursed subsidized services, $63 million in unreimbursed health professions education, $13 million in unreimbursed research, $1 million in other community benefits, and had a Medicare shortfall of approximately $96 million in the fiscal year ending August 31, 2012.The Scott & White Healthcare System had more than 14,000 employees, including over 1,000 physicians and scientists and 300+ advanced practice professionals during the fiscal year ending August 31, 2012, and served over 537,000 patients accounting for 2.2 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. Scott & White Hospital-Taylor had 18,444 patient observation days (excluding newborns), 601 surgical cases, 517 admissions and 8,966 emergency room visits for the fiscal year ending December 31, 2012. Scott & White Hospital Taylor serves the community through projects such as: diabetic support groups, adult fitness classes and various senior adult lectures and classes.Scott & White System personnel strive to do more than merely meet the healthcare needs of patients. Employees go into the community to educate about living a healthier life. Targeted populations are provided information on specific needs. For example, physicians specializing in geriatric care hold regular seminars discussing subjects such as preventing injury from falls, questions patients should be asking their doctor, how to maintain a healthy lifestyle with limited mobility, and more. Health educational programs regarding prevention and treatment are offered free or at minimal cost to all community members in a variety of subject areas, such as weight loss, smoking cessation, education on coping with a diagnosis, support groups for families, child safety, heart disease education, diabetes education, sex education for teens, domestic violence prevention and many more. Staff and physicians attend health fairs in the community and provide regular community presentations about health issues for different populations. Clinics in the region offer healthy cooking classes led by a Scott & White dietician to instruct families in creating easy and cost effective healthy meals. As an integrated health care delivery system, Scott & White is able to leverage the Scott & White Health Plan to provide health education information to the community and is actively working to make that information more widely available.Scott & White uses various forms of media to promote health in the community. The System website, blogs, social media, printed flyers, and newspaper and magazine articles written by staff and physicians throughout the year provide information that community members can use to enhance personal health. A specific website has been created to instruct on wellness initiatives (wellness.sw.org). Also, Scott & White staff dedicate many hours serving on community boards and collaborative groups whose missions are to improve the overall health of the community. In addition to these efforts, the System has designated specific funds to be used to enhance healthy initiatives occurring in each community. For example, Scott & White provides substantial financial and in-kind support for multiple free clinics to assist in providing better access and more affordable healthcare to the medically underserved. Scott & White is one of sixteen major U.S. health systems to be part of the National High Value Healthcare Collaborative ("HVHC"). This partnership is designed to improve healthcare, lower costs and make best practices available to the national provider community. The Dartmouth Institute for Health Policy and Clinical Practice leads the collaborative which is studying nine prevalent condition/disease specific areas that have been shown to have wide variation nationally in rates, costs and outcomes. Additional high variation, high cost conditions that affect diverse populations will be added over time. The healthcare systems in this group are responsible for 50 million patients and are using private dollars and research and grant funds to identify ways to get the most out of every healthcare dollar. In June of 2012 the HVHC received a $26 million grant from the Center for Medicare and Medicaid Innovation ("CMMI"). CMMI projects the service improvements funded by this grant will save $64 million over three years, largely due to reduced utilization and costs that have been shown to occur when patients are engaged and empowered to make health care decisions based on their own values and preferences.Scott & White strives to better serve patients while decreasing costs to the healthcare system. One way this is accomplished is through better communication between specialists and primary care physicians creating coordinated and integrated care. Scott & White's electronic medical records (EMR) system allows specialists to review a patient's medical history and lab results and make recommendations to a primary care physician possibly eliminating an office visit. If the specialist needs to see a patient the specialist has access to all tests and lab work prior to the office visit which can prevent a second or third specialty follow-up visit. Scott & White is also using the EMR system to practice active rather than passive medicine. The new EMR system allows Scott & White to automatically remind physicians that patients are due for preventive tests such as mammograms or cholesterol checks. The system allows doctors and nurses to use e-mail to provide patients with test results or to answer questions that previously would have required an office visit.The Scott & White Healthcare System has received numerous awards and accreditations. Scott & White Memorial Hospital was ranked for the eighth time as one of the Top 100 Hospitals by Thomson Reuters. For the second consecutive year, SWMH was named one of the nation's Best Regional Hospitals according to U.S. News & World Report.SWHT serves patients qualifying for federal Medicare and state Medicaid programs and other federal and state means tested assistance programs. Services for indigent, uninsured and underinsured patients are provided according to provisions of the Scott & White Healthcare Financial Assistance Policy, which provides financial assistance to patients up to 375% of the Federal Poverty Guidelines. Scott & White also serves private pay patients and contracts with health plans and insurance companies to provide medical services for their participants. | ||
| TX | Reports Filed With States | Part VI, Line 7 |
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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ernest L Bovio | ||||||||||||||
| Director, Chief Executive Officer | 0 | 295552 | 0 | 76020 | 0 | 367 | 0 | 32500 | 0 | 20444 | 0 | 424883 | 0 | 0 |
| Patricia M Currie | ||||||||||||||
| Director, Vice President | 0 | 540415 | 0 | 192500 | 0 | 2848 | 0 | 32500 | 0 | 21182 | 0 | 789445 | 0 | 0 |
| Franklin Chang MD | ||||||||||||||
| Director, Chairman | 0 | 309298 | 0 | 8472 | 0 | 2764 | 0 | 32500 | 0 | 18510 | 0 | 371544 | 0 | 0 |
| L Gill Naul MD | ||||||||||||||
| Director | 0 | 662498 | 0 | 65000 | 0 | 3653 | 0 | 32500 | 0 | 21299 | 0 | 784950 | 0 | 0 |
| Dick L Dixon | ||||||||||||||
| Director, Secretary/Treasurer | 0 | 431778 | 0 | 207750 | 0 | 1646 | 0 | 32500 | 0 | 20040 | 0 | 693714 | 0 | 0 |
| Robin W Watson MD | ||||||||||||||
| Chief Medical Officer | 0 | 384998 | 0 | 109250 | 0 | 402 | 0 | 32500 | 0 | 19303 | 0 | 546453 | 0 | 0 |
| Robert W Pryor MD | ||||||||||||||
| System Chief Executive Officer | 0 | 895623 | 0 | 300000 | 0 | 7350 | 0 | 32500 | 0 | 19570 | 0 | 1255043 | 0 | 0 |
| Glen R Couchman MD | ||||||||||||||
| System Chief Medical Officer | 0 | 545222 | 0 | 192500 | 0 | 3349 | 0 | 32500 | 0 | 20613 | 0 | 794184 | 0 | 0 |
| Cynthia B Dunlap | ||||||||||||||
| System Chief Nursing Officer | 0 | 245315 | 0 | 62750 | 0 | 841 | 0 | 32500 | 0 | 13342 | 0 | 354748 | 0 | 0 |
| Marc R Hallee | ||||||||||||||
| System Chief Human Resource Officer | 0 | 366554 | 0 | 129750 | 0 | 384 | 0 | 32500 | 0 | 14103 | 0 | 543291 | 0 | 0 |
| Matthew L Chambers | ||||||||||||||
| System Chief Information Officer | 0 | 392598 | 0 | 140000 | 0 | 3996 | 0 | 32500 | 0 | 21871 | 0 | 590965 | 0 | 0 |
| Stephen F Sullivan | ||||||||||||||
| System Chief Strategy Officer | 0 | 230513 | 0 | 40833 | 0 | 1032 | 0 | 0 | 0 | 12785 | 0 | 285163 | 0 | 0 |
| James Carroll | ||||||||||||||
| System Chief Legal Counsel | 0 | 375213 | 0 | 132300 | 0 | 3501 | 0 | 32500 | 0 | 13914 | 0 | 557428 | 0 | 0 |
| Deana Dossey | ||||||||||||||
| Pharmacist | 0 | 142953 | 0 | 1890 | 0 | 536 | 0 | 12402 | 0 | 90 | 0 | 157871 | 0 | 0 |
| Alfred B Knight MD | ||||||||||||||
| Former Key Employee | 0 | 242623 | 0 | 87500 | 0 | 13411 | 0 | 32500 | 0 | 18601 | 0 | 394635 | 0 | 0 |
| Peter Brumleve | ||||||||||||||
| Former Key Employee | 0 | 118744 | 0 | 0 | 0 | 81232 | 0 | 10219 | 0 | 4521 | 0 | 214716 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 7 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Phillip Couchman | |||
| Family of Key Employee | 48128 | Employee of related organization | 0 |
| Jarrod Pryor | |||
| Family of Key Employee | 100496 | Employee of related organization | 0 |
| Brett Dixon | |||
| Family of Officer | 54675 | Employee of related organization | 0 |
| John Carroll | |||
| Family of Key Employee | 85378 | Employee of related organization | 0 |
| Marjo Carroll | |||
| Family of Key Employee | 68933 | Employee of related organization | 0 |
| Michele Hallee | |||
| Family of Key Employee | 34100 | Employee of related organization | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| ExplanationExplanation | Return ReferenceReturnReference | IdentifierIdentifier |
|---|---|---|
| Form 990, Part V, Line 2a: Employees of the Scott & White Healthcare System are employed by Scott & White Memorial Hospital (EIN: 74-1166904) or Scott & White Clinic (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 affiliate 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 Healthcare subsidiary to which such employees are assigned. All required employment forms have been filed by Scott & White Memorial Hospital and Scott & White Clinic. | ||
| Scott & White Hospital-Taylor's ("SWHT") sole member is Scott & White Healthcare (EIN: 26-4532547), an organization exempt from tax under IRC section 501(c)(3) and a public charity under IRC section 509(a)(3). | Form 990, Part VI, Section A, line 6 | |
| Scott & White Hospital-Taylor's ("SWHT") sole member is Scott & White Healthcare (EIN: 26-4532547), an organization exempt from tax under IRC section 501(c)(3) and a public charity under IRC section 509(a)(3). Election of the SWHT Board of Directors 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 | |
| The Scott & White Hospital-Taylor's ("SWHT") sole member is Scott & White Healthcare (EIN: 26-4532547), an organization exempt from tax under IRC section 501(c)(3) and a public charity under IRC section 509(a)(3). Actions taken by the SWHT 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 and not otherwise associated with Scott & White Healthcare or other affiliates in the System. | Form 990, Part VI, Section A, line 7b | |
| The Scott & White Hospital-Taylor ("SWHT") Board of Directors was provided access to a copy of the Form 990, and the Scott & White Healthcare Vice President of Corporate Tax and the Corporate Tax Director were made available for questions, clarification, or feedback prior to filing with the IRS. | Form 990, Part VI, Section B, line 11 | |
| Annually, a written questionnaire is provided to all persons identified as being subject to the Scott & White Healthcare System Conflict of Interest Policy (Tax), requesting responses to questions designed to identify potential conflicts. Responses are monitored and reviewed by System personnel and follow-ups are initiated as required. The Conflict of Interest Policy (Tax) is reviewed before each board meeting or board committee meeting. Board members or persons having business with the Board are asked to identify conflicts which may arise with respect to business conducted by the Board or committee during the meeting. | 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 Scott & White Hospital-Taylor ("SWHT"). Compensation for the Scott and White Healthcare System (the "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 Hospital-Taylor ("SWHT") governing documents and Conflict of Interest Policy (Tax) are available to the public upon request. SWHT 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 | |
| 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. | ||
| Transfers to Scott & White Assurance -133,735. Other Transfers -2,856. | 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 I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| Scott & White Properties Opportunities LLC | |||||||
| 2401 S 31st Street | Temple | TX | 76508 | 452920812 | Investment | TX | Scott & White Properties Holdings Inc |
| Scott & White Properties Management LLC | |||||||
| 2401 S 31st Street | Temple | TX | 76508 | 452920980 | Investment | TX | Scott & White Properties Opportunities LLC |
Form990 Schedule R Part II Form990ScheduleRPartII (17 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 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 Hospital-Round Rock | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 203749695 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| 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 Healthcare Foundation | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273513154 | Fundraising | TX | 501 (c) (3) | Line 7 | 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 EMS Inc | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 753242749 | Emergency Transportation | TX | 501 (c) (3) | Line 9 | 1 | Scott & White Memorial Hospital | |
| 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 11c, III-FI | 1 | Hillcrest Baptist Medical Center | |
| Hillcrest Physician Services | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742967081 | Physician Services | TX | 501 (c) (3) | Line 11c, III-FI | 1 | Hillcrest Baptist Medical Center | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (17 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 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Grand Cayman | CJ | CJ | |||||
| Hillcrest Holdings Inc | ||||||||||||||
| 3000 Herring St | Waco | TX | 76708 | 742793367 | Operational Support | TX | N/A | C | 1 | |||||
| Atumida Inc | ||||||||||||||
| 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 Trust | TX | N/A | T | 1 | |||||
| Charitable Remainder Trust #2 | ||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 206463694 | Investment Trust | TX | N/A | T | 1 | |||||
| Charitable Remainder Trust #3 | ||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 416504860 | Investment Trust | TX | N/A | T | 1 | |||||
| Charitable Remainder Trust #4 | ||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751167 | Investment Trust | TX | N/A | T | 1 | |||||
| Charitable Remainder Trust #5 | ||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746391353 | Investment Trust | TX | N/A | T | 1 | |||||
| Charitable Remainder Trust #6 | ||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746397360 | Investment Trust | TX | N/A | T | 1 | |||||
| Charitable Remainder Trust #7 | ||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751168 | Investment Trust | TX | N/A | T | 1 | |||||
| Charitable Remainder Trust #8 | ||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746423552 | Investment Trust | TX | N/A | T | 1 | |||||
| Phil and June Hivnor Charitable | ||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 900850773 | Investment Trust | TX | N/A | T | 1 | |||||
| Nelda I Staller Charitable Remainder Unitrust No 1 | ||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 326224724 | Investment Trust | TX | N/A | T | 1 | |||||
| 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 | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 1 | 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 | ||
| P | 11779778 | Cost |
| Scott & White Memorial Hospital | ||
| R | 5191334 | Cost |
| Scott & White Clinic | ||
| P | 116266 | Cost |
| Scott & White Healthcare | ||
| P | 525017 | Cost |
| Scott & White Healthcare | ||
| Q | 2225017 | Cost |
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