ALL SAINTS HEALTH FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ALL SAINTS HEALTH FOUNDATION (EIN 75-1947007)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201201359349306335
- Schema version
- 2010v3.4
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T19:32:40-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751947007 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | All Saints Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALLS | NameControl |
| Phone | 8179227707 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan Street No 2200 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752013005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael McMahon | Name |
| Title | President | Title |
| Phone | 8179227707 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael McMahon | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 Eighth Avenue | AddressLine1 |
| City | Fort Worth | City |
| State | TX | State |
| ZIP Code | 76104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13101124 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.BaylorHealth.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Philanthropic support services to help Baylor All Saints Medical Center achieve its mission of providing exemplary patient care to the residents of Tarrant County and the surrounding communities | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7366596 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4435884 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -701172 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1808894 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -73246 | OtherRevenuePriorYear |
| Other Revenue Current Year | -65292 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6592178 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6179486 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3017439 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4394028 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 990254 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 990503 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 964259 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 367977 | OtherExpensePriorYear |
| Other Expenses Current Year | 853773 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4375670 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6238304 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2216508 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -58818 | RevenuesLessExpensesCY |
| Total Assets BOY | 40598095 | TotalAssetsBOY |
| Total Assets EOY | 42371407 | TotalAssetsEOY |
| Total Liabilities BOY | 11121269 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9881803 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29476826 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32489604 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | All Saints Health Foundation exists to support the Baylor All Saints Medical Center at Fort Worth and Baylor Medical Center at Southwest Fort Worth in serving all people through exemplary health care and education. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4952253 | Expense |
| Grants | 4394028 | Grants |
| Description | See Schedule OAll Saints Health Foundation (ASHF) provides philanthropic support to Baylor All Saints Medical Center (BASMC), the organization's sole member. BASMC is a faith-based, non-profit acute care hospital providing quality patient care to the residents of Tarrant County and surrounding communities for more than 100 years. ASHF solicits and raises funds on behalf and for the benefit of BASMC through grants, annual fund appeals, special project developments, capital campaigns and planned giving programs. Every dollar remains in the community to support and promote the health of the community through medical programs, medical education and other community services. Significant programs and services supported through these grants during the year are described below.Diabetes Research and Islet Cell Transplantation-Described as epidemic by national public health officials, diabetes is a devastating, lifelong condition that affects people of every age, race, and nationality, robbing them of years and quality of life. Baylor's Diabetes Research Team is working to establish islet cell transplantation as a treatment and potential cure for Type I (juvenile) diabetes. Beyond diabetes, this cell therapy research will have applications in cardiovascular care, neurological diseases and cancer. The Joan Katz Breast Center at BASMC-The center offers comprehensive breast cancer services on one campus to better serve men and women diagnosed with breast cancer. Patients who are newly diagnosed, in the midst of treatments or living as breast cancer survivors, may come to The Joan Katz Breast Center and receive breast cancer education, emotional counseling, genetic testing, patient and family support, assistance with social services, lymphedema services, fitness and nutrition information and patient navigation. The BASMC Paul and Judy Andrews Women's Hospital-Opened on March 31, 2008, the Andrews Women's Hospital is designed specifically to meet the health care needs of women of all ages. The facility includes 25 labor and delivery rooms, eight integrated operating suites, 63 beds in the neonatal intensive care unit, 14 antepartum beds, 12 day surgery rooms, 18 gynecological inpatient rooms, 64 postpartum rooms and 64 well-baby nursery beds. In 2009, a generous gift was received and designated to ensure that the unique culture and highest standards of quality are maintained at the Andrews Women's Hospital.Oncology Program-BASMC's multidisciplinary cancer program combines advanced knowledge and quality medical treatment. An expanded medical oncology unit on the 7th floor of the Nicholas and Loella Martin Tower offers 26 dedicated inpatient beds and includes an outpatient infusion center with a capacity for 13 patients to receive outpatient chemotherapy fluids or blood products. | Description |
| Total Program Service Expense | 4952253 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | 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 | 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 | 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 |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Amy Martin | NamePerson |
| Telephone Number | 2148202677 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 Gaston Ave Suite 100 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Cynthia M Adams | ||||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | |||
| Mary Alice Brumley | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| William P Cranz Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Raymond G Dickerson | ||||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | |||
| Porter Farrell | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Joan Friedman | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Gene Gray | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Scot C Hollman | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Raymond Kelly III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert Lansford | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Marty Leonard | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Bobby Mays | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| D Alan Meeker | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| H Gray Mills | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Scott Mooring III | ||||||||
| Vice Chairman | 1.00 | X | 0 | 0 | 0 | |||
| Steven Newton | ||||||||
| Director | 1.00 | X | 0 | 585467 | 74763 | |||
| Cynthia G Reaves | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Everett A Roberts | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| G Whitney Smith | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mary Katherine Tetirick | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Anna Belle Thomas | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert Watson MD | ||||||||
| Director | 1.00 | X | 0 | 214887 | 29763 | |||
| Marlon Levy MD | ||||||||
| Director | 1.00 | X | 0 | 892452 | 40148 | |||
| Freddy Jones | ||||||||
| President | 40.00 | 251305 | 0 | 22471 | X | |||
| Preshie Wilson | ||||||||
| VP Finance/Hosp. Fin. Off. | 1.00 | 0 | 247558 | 24043 | X | |||
| Michael McMahon | ||||||||
| President | 40.00 | 0 | 0 | 0 | X | |||
| Suzanne Russell | ||||||||
| Major Gifts Officer | 40.00 | 103138 | 0 | 17613 | X | |||
| Jason Whitfield | ||||||||
| Former Officer | 0 | 305920 | 55956 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 354443 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2246284 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 264757 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 235220 | FundraisingEvents |
| All Other Contributions | 4200664 | AllOtherContributions |
| Noncash Contributions | 17644 | NoncashContributions |
| Total Contributions | 4435884 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 621942 | TotalRevenueColumn |
| Exclusion | $621,942 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7984883 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6797931 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1186952 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1186952 | TotalRevenueColumn |
| Exclusion | $1,186,952 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 58415 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 235220 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 123707 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -65292 | TotalRevenueColumn |
| Exclusion | -$65,292 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6179486 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,743,602 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4394028 | Total |
| Program Services | 4394028 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362021 | Total |
| Program Services | 90505 | ProgramServices |
| Management And General | 164799 | ManagementAndGeneral |
| Fundraising | 106717 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 535646 | Total |
| Program Services | 252053 | ProgramServices |
| Management And General | 50228 | ManagementAndGeneral |
| Fundraising | 233365 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34862 | Total |
| Program Services | 16405 | ProgramServices |
| Management And General | 3269 | ManagementAndGeneral |
| Fundraising | 15188 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2203 | Total |
| Program Services | 1038 | ProgramServices |
| Management And General | 206 | ManagementAndGeneral |
| Fundraising | 959 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55771 | Total |
| Program Services | 22333 | ProgramServices |
| Management And General | 11638 | ManagementAndGeneral |
| Fundraising | 21800 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118417 | Total |
| Program Services | 47420 | ProgramServices |
| Management And General | 24710 | ManagementAndGeneral |
| Fundraising | 46287 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228967 | Total |
| Program Services | 91690 | ProgramServices |
| Management And General | 47778 | ManagementAndGeneral |
| Fundraising | 89499 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116 | Total |
| Program Services | 47 | ProgramServices |
| Management And General | 24 | ManagementAndGeneral |
| Fundraising | 45 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2242 | Total |
| Program Services | 898 | ProgramServices |
| Management And General | 468 | ManagementAndGeneral |
| Fundraising | 876 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2849 | Total |
| Program Services | 1141 | ProgramServices |
| Management And General | 594 | ManagementAndGeneral |
| Fundraising | 1114 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5819 | Total |
| Program Services | 2330 | ProgramServices |
| Management And General | 1214 | ManagementAndGeneral |
| Fundraising | 2275 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Bad Debt | 407896 | 407896 | ||
| Special Functions | 60101 | 23493 | 24067 | 12541 |
| Dues & Memberships | 16665 | 6514 | 6674 | 3477 |
| Donor Relations | 6646 | 6646 | ||
| Meals & Entertainment | 4055 | 1585 | 1624 | 846 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6238304 | Total |
| Program Services | 4952253 | ProgramServices |
| Management And General | 321792 | ManagementAndGeneral |
| Fundraising | 964259 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 508754 | BOY |
| EOY | 436231 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5604972 | BOY |
| EOY | 5261314 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 107509 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 105584 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7744 | BOY |
| EOY | 1925 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34476625 | BOY |
| EOY | 36671937 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40598095 | BOY |
| EOY | 42371407 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11078532 | BOY |
| EOY | 9884208 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42737 | BOY |
| EOY | -2405 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11121269 | BOY |
| EOY | 9881803 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -10024986 | BOY |
| EOY | -4985565 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17539566 | BOY |
| EOY | 15512921 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21962246 | BOY |
| EOY | 21962248 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29476826 | BOY |
| EOY | 32489604 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40598095 | BOY |
| EOY | 42371407 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -58818 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3071596 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 Minus4 Years | 6483007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6019596 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5406096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3366596 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4435884 | CurrentTaxYear |
| Total | 25711179 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6483007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6019596 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5406096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3366596 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4435884 | CurrentTaxYear |
| Total | 25711179 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6068096 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19643083 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2559437 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2682546 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 780255 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 425770 | CurrentTaxYearMinus1Year |
| Current Tax Year | 621942 | CurrentTaxYear |
| Total | 7069950 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 32781129 | TotalSupport |
| Gross Receipts From Admissions Etc | 230835 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.59920 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.51620 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19102913 | BeginningOfYearBalance |
| Contributions | 2532795 | Contributions |
| Investment Earnings Or Losses | 3861153 | InvestmentEarningsOrLosses |
| Other Expenditures | 35745 | OtherExpenditures |
| End Of Year Balance | 25461116 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16324478 | BeginningOfYearBalance |
| Contributions | 1218570 | Contributions |
| Investment Earnings Or Losses | 1653672 | InvestmentEarningsOrLosses |
| Other Expenditures | 93807 | OtherExpenditures |
| End Of Year Balance | 19102913 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18461396 | BeginningOfYearBalance |
| Contributions | 56173 | Contributions |
| Investment Earnings Or Losses | -1813716 | InvestmentEarningsOrLosses |
| Other Expenditures | 379375 | OtherExpenditures |
| End Of Year Balance | 16324478 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70910 | OtherCostOrOtherBasis |
| Depreciation | 70910 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36599 | OtherCostOrOtherBasis |
| Depreciation | 34674 | Depreciation |
| Book Value | 1925 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1925 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | JP Morgan Investments | Description |
| Book Value | 36671937 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 36671937 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Trusts and Annuities | Description |
| Amount | -$2,405 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | -2405 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Endowment In 1982, All Saints Health Foundation was formed with a generous gift from the Ella C. McFadden Charitable Trust to help Baylor All Saints Medical Center (formerly All Saints Health System) continue to provide quality healthcare services to the community. The McFadden Endowment, along with other endowed gifts, support capital projects, staff and patient education, program salaries, and other initiatives that further the vision and mission of Baylor All Saints Medical Center. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | The filing organization does not have separate individual audited financial statements; however, the organization is included in Baylor Health Care System's combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes." As of June 30, 2011 and 2010, the System had no material gross unrecognized tax benefits. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Awards Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 200060 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 158060 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 42000 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9733 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 30852 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 23420 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 26307 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Laura's Lunch | NameOfEvent2 |
| Gross Receipts Event2 | 93575 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 77160 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 16415 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 6398 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 15225 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 11772 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 293635 | GrossReceiptsTotal |
| Charitable Contributions Total | 235220 | CharitableContributionsTotal |
| Gross Revenue Total Events | 58415 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 16131 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 46077 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 23420 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 38079 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 123707 | DirectExpenseSummaryEvents |
| Net Income Summary | -65292 | 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 | Baylor All Saints Medical Center | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 Eighth Avenue | AddressLine1 |
| City | Fort Worth | City |
| State | TX | State |
| ZIP Code | 76104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 751008430 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 4394028 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Patient care, education, medical equipment | 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: Monitoring Grants & Other Assistance As part of its mission, the organization provides grants and other assistance to Baylor All Saints Medical Center ("BASMC"), the organization's sole member. All grants and other assistance are subject to the policies and procedures set forth by Baylor Health Care System, BASMC's sole member, which ensures all funds received are used in accordance with BASMC's exempt purpose. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (6 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven Newton | |||||||||||||
| 0 | 391814 | 0 | 137539 | 0 | 56114 | 0 | 58866 | 0 | 15897 | 0 | 660230 | 0 | 42582 |
| Robert Watson MD | |||||||||||||
| 0 | 214552 | 0 | 0 | 0 | 335 | 0 | 11136 | 0 | 18627 | 0 | 244650 | 0 | 0 |
| Marlon Levy MD | |||||||||||||
| 0 | 891562 | 0 | 0 | 0 | 890 | 0 | 12250 | 0 | 27898 | 0 | 932600 | 0 | 0 |
| Freddy Jones | |||||||||||||
| 196935 | 0 | 53555 | 0 | 815 | 0 | 6948 | 0 | 15523 | 0 | 273776 | 0 | 0 | 0 |
| Preshie Wilson | |||||||||||||
| 0 | 193335 | 0 | 53888 | 0 | 335 | 0 | 9855 | 0 | 14188 | 0 | 271601 | 0 | 0 |
| Jason Whitfield | |||||||||||||
| 0 | 226956 | 0 | 70433 | 0 | 8531 | 0 | 35379 | 0 | 20577 | 0 | 361876 | 0 | 6721 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | Health or social club dues or initiation fees - The organization may reimburse eligible employees for dues for a health club and/or a social club where there is a bona fide business need for the membership. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year. | |
| Part I, Line 4b | In order to recruit and retain key talent, Baylor Health Care System ("BHCS") offers a supplemental non qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BHCS' supplemental non qualified retirement plan during the tax year: Jason Whitfield and Steve Newton ($28,759). | |
| Part I, Line 7 | As a controlled affiliate of Baylor Health Care System ("BHCS"), the organization has adopted and implemented BHCS's Performance Award Program to provide a market competitive total cash compensation incentive program that is designed to attract and retain key leaders and establish greater individual accountability and alignment to business performance. Payout targets are based upon a percentage of base pay and are developed by independent third party expert(s) using comparable market competitive data within the bounds of reasonableness and that are reviewed and approved by BHCS's governing body. Payout levels are based upon a combination of system, entity, and individual performance using various metrics related to quality, patient satisfaction, employee retention, and financal stewardship. BHCS's governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. | |
| Part III | Supplemental Information: Governing Body Compensation: The members of the governing body serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. Three members received compensation from a related organization in their capacity as a Medical Director, employed physician, or President of the related organization. | Supplemental Information |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | Members or stockholders: The organization is a Texas nonprofit membership organization in which BASMC, a tax exempt, Texas nonprofit corporation, is the sole member. | |
| Form 990, Part VI, Section A, line 7a | Election of Members of governing body by members, stockholders, or other persons: The sole member, BASMC, appoints and removes the members of the governing body. | |
| Form 990, Part VI, Section A, line 7b | Governing body decisions subject to approval: The sole member, BASMC, has final authority over certain decisions/ powers of the organization such as approval of the organization's articles of incorporation and bylaws and amendments thereto, appointment and removal of the members of the governing body, approval of dissolutions and mergers, and other similar decisions/powers over the organization. | |
| Form 990, Part VI, Section B, line 11 | Process used to review the Form 990: The Form 990 is prepared and reviewed by Baylor Health Care System's ("BHCS") tax department. During the return preparation process the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance to prepare a complete and accurate return. Upon completion, the Form 990 is reviewed by the organization's President, financial officer and/or other key officers. A complete final copy of the return is provided to the organization's governing body prior to filing with the IRS. | |
| Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with the actual or perceived ability to influence the organization have the duty to disclose annually and otherwise promptly as potential conflicts are identified, any familial, professional or financial relationships with entities or individuals that do, or seek to do business with the organization or that compete with the organization. These individuals include the organization's officers, governing body, management, physicians with administrative services agreements and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BHCS Board of Trustees Audit and Compliance Committee and the BHCS Corporate Compliance Committee review all relevant disclosures submitted by these individuals to determine whether a conflict of interest exists and to determine an appropriate resolution, if necessary. The BHCS Compensation and Governance Committee also reviews all relevant disclosures by individuals serving on BHCS's governing body. 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 | |
| Process for determining compensation: The organization, a controlled affiliate of BHCS, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help BHCS maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers' and key employees' total compensation is based on significant performance achievements. This strategy, known as the Performance Award Program, works to put a greater emphasis on the importance of the organization achieving targeted improvements in the areas of People, Quality, Patient Satisfaction and Financial Stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BHCS Board of Trustees and its Compensation and Governance Committee (Committee) to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similar-sized, and structured businesses including other integrated health care service systems and other similar-sized organizations, both locally and nationally. The BHCS Board of Trustees and Committee, on behalf of the organization, work directly with independent compensation expert(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and key employees. The Committee is made up of members of the BHCS Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation expert(s), the Committee approves and recommends to the BHCS Board of Trustees salary increases, earned incentives, and benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision making process, the Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). During the executive session no officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are contemporaneously documented in the Committee minutes which are timely reviewed and approved by the Committee. | Form 990, Part VI, Section B, line 15 | |
| Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's articles of incorporation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization is included within the combined financial statements of BHCS that are made available to the public by the posting of those documents through DAC Bond. The organization's other governing documents and conflicts of interest policy are not made available to the public. | Form 990, Part VI, Section C, line 19 | |
| Written Whistleblower Policy and Document Retention and Destruction Policy: | The filing organization is a controlled affiliate of Baylor Health Care System (BHCS) and has been following BHCS's written Whistleblower Policy and Document Retention and Destruction Policy since May 2006 and April 2003 respectively. These policies were put in place to promote best governance practices and to implement consistent policies among controlled affiliates. The organization's governing body is aware of these policies through receipt of periodic updates and reports relating to key provisions under these policies. | Form 990, Part VI, Questions 13 & 14: |
| The persons listed below also serve as employees of a related organization. The average hours per week devoted to the related organization are listed below: Jason Whitfield (40 Hours) Preshie Wilson (40 Hours) Marlon Levy, M.D. (40 Hours) Steven Newton (40 Hours) Robert Watson (28 Hours) | Form 990, Part VII: Hours devoted to related organization: | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 2,998,538. Change in Value Split Interest Agreements 73,058. Total to Form 990, Part XI, Line 5: 3,071,596. | Form 990, Part XI, line 5: |
| All Saints Health Foundation (ASHF) is controlled by BASMC, Employer Identification Number 75-1008430, which is controlled by BHCS, Employer Identification Number 75-1812652. BHCS also owns Health Care Insurance Company of Texas, Ltd. (HCIC). HCIC is a controlled foreign corporation. BHCS furnishes all information required of ASHF by IRC Section 6038 and the regulations thereunder with respect to HCIC. Therefore, pursuant to Treasury Regulation Sec. 1.6038-2(j)(2), ASHF is excepted from providing such information. BHCS files its Return of Organization Exempt from Income Tax in Ogden, Utah. | Supplemental Information: IRC Section 6038 Statement: |
Schedule R IRS990ScheduleR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baylor Health Care System | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751812652 | Management Services | TX | 501(c)(3) | 11, Type III | N/A | 0 | |
| Baylor University Medical Center | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751837454 | Acute Care Hospital | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Medical Centers at Garland and McKinney | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037591 | Acute Care Hospital | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Medical Center at Irving | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752586857 | Acute Care Hospital | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Medical Center at Waxahachie | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751844139 | Acute Care Hospital | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Regional Medical Center at Plano | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 820551704 | Acute Care Hospital | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Regional Medical Center at Grapevine | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751777119 | Acute Care Hospital | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037226 | Rehabilitation Hospital | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Specialty Health Centers | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751765385 | Long Term Care Hospitals | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor All Saints Medical Center | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751008430 | Acute Care Hospital | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Health Care System Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751606705 | Fundraising | TX | 501(c)(3) | 7 | 1 | Baylor Health Care System | |
| HealthTexas Provider Network | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752536818 | Physician Practices | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Health Services | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751917311 | Inactive | TX | 501(c)(3) | 3 | 1 | Baylor Health Care System | |
| Baylor Research Institute | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751921898 | Research | TX | 501(c)(3) | 4 | 1 | Baylor Health Care System | |
| Southern Sector Health Initiative | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 263087442 | Diabetes Health & Wellness Center | TX | 501(c)(3) | 11, Type I | 1 | Baylor University Medical Center | |
| Baylor Health Care System Employee Benefit Trust | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751848557 | VEBA | TX | 501(c)(9) | 1 | Baylor Health Care System | ||
| Irving Healthcare Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751570933 | Fundraising | TX | 501(c)(3) | 7 | 1 | Baylor Medical Center at Irving | |
Form990 Schedule R Part III Form990ScheduleRPartIII (39 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| MEDCO Construction LLC | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 205965871 | Construction | TX | N/A |
| Baylor Affiliated Services LLC | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 260614730 | Benefit Plans | TX | N/A |
| Baylor Heart and Vascular Center LLP | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752834135 | Specialty Hospital | TX | N/A |
| Texas Heart Hospital of the Southwest LLP | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 412101361 | Specialty Hospital | TX | N/A |
| HealthTexas Provider Network-Gastro Serv LLP | |||||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | 731697736 | Ambulatory Surgery Center | TX | N/A |
| Trinity MC LLC | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 208889358 | Acute Care Hospital | TX | N/A |
| Texas Health Venture Group LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752696845 | Holds interests in Ambulatory Surgery Centers/ Short Stay Hospitals | TX | N/A |
| Dallas Surgical Partners LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 722183815 | Ambulatory Surgery Center | TX | N/A |
| Valley View Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752900902 | Ambulatory Surgery Center | TX | N/A |
| Denton Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752708579 | Ambulatory Surgery Center | TX | N/A |
| Bellaire Outpatient Surgery Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 562297308 | Ambulatory Surgery Center | TX | N/A |
| Grapevine Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752854711 | Ambulatory Surgery Center | TX | N/A |
| Lewisville Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752862263 | Ambulatory Surgery Center | TX | N/A |
| North Garland Surgery Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 562399993 | Ambulatory Surgery Center | TX | N/A |
| Garland Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752764855 | Ambulatory Surgery Center | TX | N/A |
| Arlington Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752748040 | Ambulatory Surgery Center | TX | N/A |
| Rockwall Ambulatory Surgery Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 205506447 | Ambulatory Surgery Center | TX | N/A |
| Metroplex Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752567179 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Plano LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 260308454 | Ambulatory Surgery Center | TX | N/A |
| RockwallHeath Surgery Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 200334166 | Ambulatory Surgery Center | TX | N/A |
| Irving Coppell Surgical Hospital LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 542086863 | Short Stay Hospital | TX | N/A |
| North Central Surgical Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 201508140 | Short Stay Hospital | TX | N/A |
| Trophy Club Medical Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 481260190 | Short Stay Hospital | TX | N/A |
| Ft Worth Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752658178 | Short Stay Hospital | TX | N/A |
| Frisco Medical Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752865177 | Short Stay Hospital | TX | N/A |
| MSH Partners LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752829613 | Short Stay Hospital | TX | N/A |
| Arlington Orthopedic and Spine Hospital LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 261578178 | Short Stay Hospital | TX | N/A |
| University Surgical Partners of Dallas LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 550823809 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Granbury LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 263896477 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Mansfield LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 271835675 | Ambulatory Surgery Center | TX | N/A |
| Physicians Surgical Center of Ft Worth LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 208303422 | Ambulatory Surgery Center | TX | N/A |
| Desoto Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752592508 | Ambulatory Surgery Center | TX | N/A |
| Metrocrest Surgery Center LP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 030380493 | Ambulatory Surgery Center | TX | N/A |
| Lone Star Endoscopy Center LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 273635726 | Ambulatory Surgery Center | TX | N/A |
| Tuscan Surgery Center at Las Colinas LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 273578014 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Ennis LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 274202856 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Plano Parkway LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 274282604 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Duncanville LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 273583837 | Ambulatory Surgery Center | TX | N/A |
| BIR JV LLP | |||||||
| 4714 Gettysburg Rd | Mechanicsburg | PA | 17055 | 274586141 | Rehabilitation Hospitals | TX | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baylor Health Enterprises LP | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751997378 | Fitness Center/Pharmacy/ Hotel | TX | N/A | C | ||||
| Baylor Health Network Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752463251 | Billing/ Collection | TX | N/A | C | ||||
| BMP Incorporated | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751436779 | Post Office | TX | N/A | C | ||||
| Health Care Insurance Company of Texas Ltd | ||||||||||||
| 980403182 | Investments | N/A | C | PO Box GT 2nd Fl Buckingham Sq | Grand Cayman | CJ | CJ | |||||
| Baylor Medical Center at Grapevine Condominium Owners Association Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752747555 | Condo Association | TX | N/A | C | ||||
| BUMCRoberts Condominium Owners Association Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752897806 | Condo Association | TX | N/A | C | ||||
| Baylor All Saints Med Cntr at Ft Worth Condo Owners Association Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 261661900 | Condo Association | TX | N/A | C | ||||
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | 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
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor All Saints Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 4394028 | AmountInvolved |
| Method Of Amt Determination | GAAP | MethodOfAmtDetermination |
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