Baylor Specialty Health Centers: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- Baylor Specialty Health Centers (EIN 75-1765385)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-12
- IRS object ID
- 201231339349300603
- 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 C
- Schedule D
- Schedule H
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-12T10:20:58-05:00 | 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 | 751765385 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Specialty Health Centers | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAYL | NameControl |
| Phone | 2148204135 | 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 | Clint Stapp | Name |
| Title | VP-Finance, HFO | Title |
| Phone | 2148204135 | 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 | Liz Youngblood | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3504 Swiss Ave | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 67120593 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.BaylorHealth.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Faith based long term acute care hospital providing exemplary adult and pediatric health care services to the residents of Dallas County and the surrounding communities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 667 | TotalNbrEmployees |
| Total Nbr Volunteers | 64 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1017469 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 349943 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59937756 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 64504153 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 131244 | InvestmentIncomePriorYear |
| Investment Income Current Year | 326643 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 61086469 | TotalRevenuePriorYear |
| Total Revenue Current Year | 65180739 | 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 | 34929362 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 35499719 | 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 | 25847840 | OtherExpensePriorYear |
| Other Expenses Current Year | 28657389 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 60777202 | TotalExpensesPriorYear |
| Total Expenses Current Year | 64157108 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 309267 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1023631 | RevenuesLessExpensesCY |
| Total Assets BOY | 34512509 | TotalAssetsBOY |
| Total Assets EOY | 34052520 | TotalAssetsEOY |
| Total Liabilities BOY | 4565033 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2256988 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29947476 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31795532 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To serve a unique population of patients with multiple acute physical care needs in a comprehensive multidisciplinary long term acute care setting with a commitment to excellence in safe and cost effective patient care providing outcomes that contribute to the commitment and value of the Baylor Health Care System. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 56831132 | Expense |
| Revenue | 64306287 | Revenue |
| Description | See Schedule OBaylor Health Specialty Centers is comprised of two separately licensed hospitals: Baylor Specialty Hospital (BSH) and Our Children's House at Baylor (OCH), or (collectively, BSHC). BSHC is an affiliate of Baylor Health Care System (BHCS), a nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the North Texas region. During the fiscal year ended June 30, 2011, both hospitals admitted a total of 939 inpatients resulting in 24,208 days of care and treated 15,663 outpatients.During the year, BSHC reported community benefits (as reported to the Texas Department of State Health Services, and in accordance with the State of Texas Statutory methodology) of $4,824,361. BSHC provided community benefits (as reported on the IRS Form 990, Schedule H) of $702,325 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $2,000,000 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H.BSH is a faith-based, non-profit, 68-bed long-term acute care hospital providing exemplary adult care to patients in Dallas and the surrounding communities. BSH was established in 1989 to provide patients who needed a long-term acute care option with the same level of quality and compassion for which BHCS is known. From services such as cardiac management, stroke recovery and wound care to pulmonary care and other medically complex issues, acutely ill patients receive the focused attention of an experienced team of trained specialists supported by advanced medical technology designed specifically for such complex cases. This coordinated treatment is offered in a setting that allows proper time for recovery. Some of these services are provided despite a financial loss to BSH.BSH provided supervisory education programs for the training of future nurses and other allied health professionals in an effort to increase the supply of health care professionals nationwide. Assisting with the preparation of future nurses and other allied health professionals at entry and advanced levels of care education is critical to establishing a workforce of qualified health care providers. During the year, BSH invested 11,736 hours in training 18 undergraduate health professionals. Total unreimbursed cost of providing this health professional education program is $110,772.Our Children's House at Baylor (OCH) is a faith-based, non-profit, 54-bed pediatric hospital. Opened in 1993, OCH provides coordinated comprehensive exemplary pediatric care to children with special health care needs and has grown to include nine outpatient clinics throughout the Dallas/ Fort Worth Metroplex. OCH is a licensed pediatric hospital dedicated to giving quality care to children from infancy to age 18 who need medical care and treatment for developmental and birth disorders, traumatic injury and severe illnesses. Some of these services are provided despite a financial loss to OCH. Among the services provided at OCH are developmental screenings and equipment assessments; neuropsychological assessments; multidisciplinary assessment of neonates for feeding and motor development; orthotic clinics; parent education and support; pediatric therapy; physiatry services; physical medicine and rehabilitation; and specialized treatments. In addition to inpatient care, OCH offers a specialized, hospital-based day treatment program where children can participate in a comprehensive multidisciplinary program after they are discharged from the hospital. If a child is at OCH for more than four weeks, on-site Dallas Independent School District (DISD) personnel can un-enroll the child from their home school district into the OCH school. An on-site DISD teacher instructs Kindergarten-grade 12 students to aid them in staying current with school work on grade level, stimulate thinking, problem-solving and cognitive functions, re-develop eye hand coordination and work on social skills. OCH also provided supervisory education programs for training future nurses and other allied health professionals in an effort to increase the supply of health care professionals nationwide. Assisting with the preparation of future nurses and other allied health professionals at both entry and advanced levels of care education is critical to establishing a workforce of qualified health care providers. During the year, OCH invested 3,055 hours in training 226 undergraduate health professionals. Total unreimbursed cost of providing these educational programs is $86,064. | Description |
| Total Program Service Expense | 56831132 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | 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 | 0 | 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 |
| Number Forms Transmitted With1096 | 118 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 667 | 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 | 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | 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 | Clint Stapp | NamePerson |
| Telephone Number | 2148209743 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3504 Swiss Avenue | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Molly Bogen | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Jeffrey Carter | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Elsa Grivas | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rodric Cummins | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Carol Kent | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Cristie Columbus MD | |||||||||
| Trustee | 1.00 | X | 0 | 257795 | 31475 | ||||
| John Cuellar | |||||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | ||||
| Terry Flowers | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Lawrence Gardner | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Kenneth Klaveness | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Cecilia McKay | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Luz Tolentino | |||||||||
| Trustee | 1.00 | X | 0 | 313058 | 50614 | ||||
| Kelli Terpstra | |||||||||
| VP Clinical Ops/CNO | 40.00 | 163783 | 0 | 26729 | X | ||||
| Robert Knowlton | |||||||||
| VP Finance/Hosp Fin Off | 40.00 | 166541 | 0 | 18272 | X | ||||
| Jon Skinner | |||||||||
| President | 40.00 | 0 | 389368 | 66031 | X | ||||
| James Thaxton | |||||||||
| President | 40.00 | 0 | 567554 | 60040 | X | ||||
| Liz Youngblood | |||||||||
| President | 40.00 | 0 | 344872 | 36207 | X | ||||
| Fabian Polo | |||||||||
| COO | 40.00 | 0 | 161055 | 24720 | X | ||||
| Ruth Whitaker | |||||||||
| VP Nursing | 40.00 | 274130 | 0 | 21415 | X | ||||
| David Slaughterbeck | |||||||||
| Clinical Pharmacist | 40.00 | 122866 | 0 | 18419 | X | ||||
| Melody Nagel | |||||||||
| Director Wound Care Mgmt | 40.00 | 119412 | 0 | 23378 | X | ||||
| Leah Nunez | |||||||||
| Director Pharmacy | 40.00 | 140268 | 0 | 19485 | X | ||||
| Carrin Feagins | |||||||||
| Director Health Care Impro | 40.00 | 128596 | 0 | 20836 | X | ||||
| Ngozi Agwu | |||||||||
| Registered Nurse | 55.00 | 127604 | 0 | 17498 | X | ||||
| Scott Peek | |||||||||
| Former Officer | 0 | 318238 | 54958 | X | |||||
| Trey Wicke | |||||||||
| Former Officer | 0 | 206379 | 22512 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1243200 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2558319 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 512589 | TotalOtherCompensation |
| Number Individuals GT100 K | 26 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Baylor Health Care System | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Management Services | 8781613 |
| Baylor University Medical Center | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Clinical Services | 3358578 |
| HealthTexas Provider Network | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Clinical/Administrative | 861282 |
| Medco Construction LLC | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Construction | 573430 |
| Aramark Services Inc | |||||
| P O Box 651009 | Charlotte | NC | 282651009 | Engineering Services | 444027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Related Organizations | 349443 | RelatedOrganizations |
| All Other Contributions | 500 | AllOtherContributions |
| Total Contributions | 349943 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| Patient Care Revenue | 621990 | 62350417 | 62350417 | |
| EHR Incentive | 900099 | 1887750 | 1887750 | |
| Day Care | 624410 | 177437 | $177,437 | |
| Medical Education | 611600 | 42353 | 42353 | |
| Rent | 531120 | 23722 | 23722 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22474 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2045 | RelatedOrExemptFunctionIncome |
| Exclusion | $20,429 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 64504153 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 144530 | TotalRevenueColumn |
| Exclusion | $144,530 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2121967 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1924203 | Securities |
| Other | 15651 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 197764 | Securities |
| Other | -15651 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 182113 | TotalRevenueColumn |
| Exclusion | $182,113 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65180739 | TotalRevenueColumn |
| Related Or Exempt Function Income | 64306287 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $524,509 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 677510 | Total |
| Management And General | 677510 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27590872 | Total |
| Program Services | 27250845 | ProgramServices |
| Management And General | 340027 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 954610 | Total |
| Program Services | 926047 | ProgramServices |
| Management And General | 28563 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4197970 | Total |
| Program Services | 4197547 | ProgramServices |
| Management And General | 423 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2078757 | Total |
| Program Services | 2023098 | ProgramServices |
| Management And General | 55659 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24364 | Total |
| Management And General | 24364 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13809981 | Total |
| Program Services | 8160934 | ProgramServices |
| Management And General | 5649047 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123702 | Total |
| Program Services | 900 | ProgramServices |
| Management And General | 122802 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7586451 | Total |
| Program Services | 7441638 | ProgramServices |
| Management And General | 144813 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2574914 | Total |
| Program Services | 2574914 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1916403 | Total |
| Program Services | 1814864 | ProgramServices |
| Management And General | 101539 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98024 | Total |
| Program Services | 82441 | ProgramServices |
| Management And General | 15583 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63561 | Total |
| Program Services | 56697 | ProgramServices |
| Management And General | 6864 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1361707 | Total |
| Program Services | 1361707 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277856 | Total |
| Program Services | 240536 | ProgramServices |
| Management And General | 37320 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Bad Debt | 629577 | 629577 | |
| Special Functions | 89504 | 37370 | 52134 |
| Dues & Memberships | 64873 | 12894 | 51979 |
| Meals & Entertainment | 35959 | 18610 | 17349 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513 | Total |
| Program Services | 513 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64157108 | Total |
| Program Services | 56831132 | ProgramServices |
| Management And General | 7325976 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3749 | BOY |
| EOY | 67749 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6297360 | BOY |
| EOY | 6240496 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 695803 | BOY |
| EOY | 677136 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10664 | BOY |
| EOY | 25797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35653516 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16980608 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19108448 | BOY |
| EOY | 18672908 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7010533 | BOY |
| EOY | 6880641 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1385952 | BOY |
| EOY | 1487793 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34512509 | BOY |
| EOY | 34052520 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4130394 | BOY |
| EOY | 1881616 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434639 | BOY |
| EOY | 375372 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4565033 | BOY |
| EOY | 2256988 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28561524 | BOY |
| EOY | 30307739 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 899110 | BOY |
| EOY | 1000951 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486842 | BOY |
| EOY | 486842 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29947476 | BOY |
| EOY | 31795532 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34512509 | BOY |
| EOY | 34052520 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1023631 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 824425 | 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $2,315 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $15,866 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 18181 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV, Supplemental Information: | Identifier |
| Explanation | Statement Regarding Legislative Activity Health care policy is critical to all Americans, and Baylor Specialty Health Centers ("BSHC") believes that health care providers must participate in forming health care policy by interacting with national, state and local representatives and their staff members to help them better understand the complexities and ramifications of key health care policies including, without limitation, those related to uninsured and indigent patient needs as well as the legislative and regulatory needs to assure the delivery of cost-efficient, quality health care. BSHC has established relationships with persons and industry associations that often communicate BSHC's positions on major health care issues. These contacts may include direct contact, telephone conversations and/or letters. Also, BSHC may attempt to educate the local community on certain legislative initiatives that may impact BSHC's ability to provide quality health care services to the community through direct mailings, media advertising or broadcast statements. The amount of resources (time and money) involved in these activities is insubstantial. BSHC has not intervened in any political campaign. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2630925 | OtherCostOrOtherBasis |
| Book Value | 2630925 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26026965 | OtherCostOrOtherBasis |
| Depreciation | 13171456 | Depreciation |
| Book Value | 12855509 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6995626 | OtherCostOrOtherBasis |
| Depreciation | 3809152 | Depreciation |
| Book Value | 3186474 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18672908 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | 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. | 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 |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500.000000000000 | 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 | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1387638 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1387638 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02180 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 17281797 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 18402209 | DirectOffsettingRevenue |
| Net Community Benefit Expense | -1120412 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 18669435 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 18402209 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 267226 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00420 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 240477 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1498 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 238979 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00380 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 195453 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1540 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 193913 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00310 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2207 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2207 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 438137 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3038 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 435099 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00690 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 19107572 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 18405247 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 702325 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01110 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $321,756 | BadDebtExpenseAmount |
| Amount Attributable To | 32176 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 15079335 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 17088536 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -2009201 | 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 | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Childrens HospitalChildrensHospital | OtherOther |
|---|---|---|---|---|---|---|---|---|
| Our Children's House at Baylor | ||||||||
| 1 | 3301 Swiss Avenue | Dallas | TX | 75204 | X | X | X | |
| Baylor Specialty Hospital | ||||||||
| 2 | 3504 Swiss Avenue | Dallas | TX | 75204 | X | X | Long term acute care | |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 8 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (8 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| Our Children's House at Las Colinas | ||||
| 7453 Las Colinas Blvd | Las Colinas | TX | 75063 | Outpatient Rehabilitation Clinic |
| Our Children's House at Frisco | ||||
| 7010 Preston Rd Suite 240 | Frisco | TX | 75034 | Outpatient Rehabilitation Clinic |
| Our Children's House at Allen | ||||
| 8 Prestige Circle Suite 101 | Allen | TX | 75002 | Outpatient Rehabilitation Clinic |
| Our Children's House at Rockwall | ||||
| 2455 Ridge Rd Suite 255 | Rockwall | TX | 75087 | Outpatient Rehabilitation Clinic |
| Our Children's House at Grapevine | ||||
| 1643 Lancaster Dr Suite 300 | Grapevine | TX | 76051 | Outpatient Rehabilitation Clinic |
| Our Children's House at Waxahachie | ||||
| 1540 N Hwy 77 Bldg C Suite 10 | Waxahachie | TX | 75165 | Outpatient Rehabilitation Clinic |
| Our Children's House at Plano | ||||
| 7000 W Plano Parkway Suite 210 | Plano | TX | 75093 | Outpatient Rehabilitation Clinic |
| Our Children's House at Irving | ||||
| 3337 Stovall | Irving | TX | 75061 | Outpatient Rehabilitation Clinic |
Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| Part I, Line 3c: and Line 3b: In addition to providing free care to financially indigent patients at 200% of the federal poverty guidelines ("FPG"), the organization provides discounted care to the medically indigent which is based on both the FPG (up to 500%) and the percentage of the patient's total bills from all providers in relation to the patient's annual income. Pursuant to the charity care policy, a patient's total balance due will not exceed 10% of total annual income if the patient qualifies as medically indigent. The organization also provides discounted care to those individuals whose amount of total bills, after all payments from third parties, exceeds 50% of the patient's annual income (regardless of the level of income) if the patient is unable to pay the remaining bill. | ||
| Part I, Line 6a: The organization prepares and files an Annual Report of Community Benefit Plan with the Texas Department of State Health Services. These reports are made available through the organization's website at www.baylorhealth.com. | ||
| Part I, Line 7: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a - 7d. For amounts reported on lines 7e - 7k, actual expenses for each community benefit activity are tracked and reported using both community benefit software and/or the organization's cost accounting system.Part I, Line 7b: The organization also provides care to Medicaid beneficiaries who have been transferred from a related hospital after the patient has exhausted all Medicaid benefits. Therefore, the unreimbursed costs for these patients are designated as Medicaid even though no reimbursement will be received since the patient has exhausted any Medicaid limits prior to being admitted to the organization.Part I, Line 7, Column (f): The tax software used to prepare and file electronically the Form 990 for the organization may not properly print the percentages in Part I, Lines 7a-7k, column (f) if the product results in a negative percentage. | ||
| Part I, L7 Col(f): The amount of bad debt expense included on Form 990, Part IX, line 25, but removed for Schedule H, Part I, Line 7, Column (f) totaled $629,577. | ||
| Part III, Line 4: As stated in the combined audited financial statements, the organization maintains allowances for uncollectible accounts for estimated losses resulting from a payor's inability to make payments on accounts. The organization assesses the reasonableness of the allowance account based on the historical write-offs, cash collections, and the aging of the accounts. Accounts are written off when collection efforts have been exhausted. Management continually monitors and adjusts its allowance associated with its receivable. Bad debt does not include amounts for patients who are known to qualify under the organizations charity care policy. The amount of bad debt at cost was calculated using Worksheet A from Schedule H instructions. The amount of bad debt attributable to patient's accounts is net of contractual allowances, payments received and recoveries of bad debt previously written off. Based on prior experience and certain demographics and other information obtained during admission, the organization believes a portion of the bad debt expenses at cost would be attributable to patients that would otherwise qualify for charity care. Despite all of the effort and ways the organization educates patients about qualifying for its charity care program as demonstrated in Part IV, question 3 below, many uninsured patients either refuse or fail to complete a charity care application or provide sufficient information at the time of admission, during their stay or after being discharged to qualify for assistance under the organization's charity care policy. The amount reported on Part III, Line 3 was determined by taking the average acceptance rate for all charity care applications received during the year multiplied by the number of denials that were attributable to insufficient information. | ||
| Part III, Line 8: The amount reported on Part III, Section B, line 6 was calculated in accordance with the Schedule H instructions utilizing the organization's allowable cost reported in the Medicare cost report based on a cost to charge ratio. However, the allowable costs in the Medicare cost report do not reflect the actual cost of providing care to patients since the Medicare cost report excludes many direct patient care costs that are essential to providing quality care to these patients. For example, certain coverage fees to physicians, cost of Medicare C and D, and other similar direct patient care expenses are specifically excluded as allowable cost in the cost reports. Using the same methodology to calculate the unreimbursed cost of providing charity care and Medicaid (using applicable Schedule H Worksheets) would result in a shortfall of $3,848,901, which is $1,839,700 higher than the shortfall reported on Part III, Section B, Line 7. The organization believes that all of the shortfall should be considered as a community benefit for the following reasons. First, the IRS Community Benefit Standard includes the provision of care to the elderly and Medicare patients. IRS Revenue Ruling 69-545 provides, in part, that hospitals serving patients with governmental health benefits, including for example Medicare, is an indication that the hospital operates for the promotion of health in the community. Second, the organization provides care to Medicare patients regardless of this shortfall, i.e., loss, and thereby relieves the state and federal government of the burden of paying the full cost for the care of Medicare beneficiaries. Medicare does not provide sufficient reimbursement to cover the entire cost of providing care to these patients causing the organization to use other surplus funds to cover the shortfall. It is expected that reimbursement under the Medicare program will continue to decline and therefore may further limit access to care due to the anticipated reduction of participating Medicare providers in the community. As a result, the care for these patients will likely increase at, and rest on the shoulders of, nonprofit hospitals or county hospital districts. Third, many of the Medicare participants have low fixed incomes and therefore would qualify for charity care or other means tested government programs absent being enrolled in the Medicare program. Fourth, Texas nonprofit hospitals must provide a minimum level of community benefit in order to obtain exemption from state and local taxes. According to the current Texas Health and Safety Code, the unreimbursed cost of Medicare is considered to be a community benefit in determining these state statutory requirements as it helps relieve a governmental burden of providing this care that would otherwise be provided through the county hospital system in Texas. | ||
| Part III, Line 9b: The organization's debt collection policy and procedures prohibit any collection efforts for the portion of the patient account balance that qualifies for financial assistance under the organization's charity care policy. | ||
| Part VI, Line 2: Like many other nonprofit hospitals in the 12 county North Texas region, the organization has elected to base their service area needs on a report generated by the local county hospital district. The community health needs assessment titled: Our Community Health Checkup 2008 for the Dallas/Fort Worth Combined Metropolitan Statistical Area ("Checkup") was a collaborative effort of 16 member hospitals of the Dallas Fort Worth Hospital Council ("DFWHC"). The preparation (including support, research and analysis) of the report was provided by the staffs of the Strategic Planning and Population Medicine Department of the Parkland Health & Hospital System also known as the Dallas County Hospital District, Baylor Health Care System and other health care providers. The Checkup was developed to address issues relative to health pertaining to individuals, families, and communities for use by the residents of the community and the institutions serving them. The Checkup provides a framework by which health needs can be joined with the assets or investments made by the community in its social and physical infrastructure. Overall coordination of this collaboration was under the auspices of the DFWHC. These documents can be found online at www.dfwhc.org. | ||
| Part VI, Line 3: The organization is committed to promoting health in the community including providing or finding financial assistance programs to assist patients. Patients who may qualify for financial assistance through the organization's charity care program or other federal, state and local government programs are informed and educated about their eligibility in several ways including, but not limited to, the following: 1) posting signs and notices regarding the charity care policy in the emergency departments, admitting areas and business offices located throughout the organization, 2) annual posting regarding the organization's charity care program in the local newspapers, 3) information regarding financial assistance, including the organization's charity care policy, is posted on the organization's website, 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance, and 5) the organization provides free financial counselors to help patients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's charity care program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital will automatically receive help from a financial counselor. These services are provided in writing and through interpretation services in the primary language of the patient requesting assistance. Though the most often needed alternate language is Spanish, the organization can accommodate multiple languages including American Sign Language. | ||
| Part VI, Line 4: The organization is comprised of two separately licensed hospitals: Baylor Specialty Hospital (BSH) and Our Children's House at Baylor (OCH).OCH is dedicated to giving quality care to children from infancy to age 18 who need medical care and treatment for developmental or birth disorders, traumatic injury or severe illness, serving the southwestern United States, primarily the State of Texas and the four contiguous states. OCH's primary campus is located in Dallas County and the primary patient service area includes parts of the North Texas counties of Dallas, Rockwall, Van Zandt and Kaufman. The population of over 4.2 million in the combined primary and secondary service areas has an average household income of $76,740, and 28% have some college education. OCH also treats patients from the surrounding 82 counties, as well as patients from many other states. The largest segment of the population is between 35-54 years of age, with 49.3% White, 28.5% Hispanic and 15.1% Black. BSH's primary service area is Dallas County. Dallas County is the ninth largest county in the country and is the fifth fastest growing county in Texas. Seven contiguous counties comprise its secondary service area: Tarrant, Johnson, Denton, Collin, Rockwall, Kaufman and Ellis Counties. BSH is located in the Dallas Fort Worth Metroplex, which has a population of over 4.2 million with an average household income of $76,740. The largest segment of the population in this area is between 35-54 years of age, with 49.3% White non-Hispanic, 28.5% Hispanic and 15.1% Black non Hispanic. Both BSH and OCH provides much needed community benefit activities throughout the city of Dallas, including providing a significant amount of unreimbursed care to inner city residents in East Dallas and South Dallas near the organization's primary campus. Residents of this area are often financially and medically indigent and are at highest risk for many diseases due to their social and/or economic conditions. During the FY 2011 year, approximately 35% of the organization's total patient encounters were uninsured or Medicaid recipients. | ||
| Part VI, Line 6: With the oversight of an independent volunteer community board and Baylor Health Care System, the organization's sole member, the organization has promoted health and benefited the community through its two licensed hospitals OCH and BSH. The organization's governing body is comprised of volunteer community representatives that provide leadership and governance for the organization. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for the organization. The members are well respected residents and/or own businesses in the organization's primary or secondary service area and understand the needs of the community. The medical staff of OCH and BSH is open to all physicians in the community who meet membership and clinical privileges requirements. Surplus funds are continuously utilized to maintain access to limited patient services or expand access points of care to patients throughout the community including, but not limited to, the following: OCH is dedicated to providing specialized quality care to children from infancy to age 18 who need medical care and treatment for developmental or birth disorders, traumatic injury or severe illness. OCH lessens the gap through community benefit efforts and activities such as support groups, camp activities, and parental education services designed to support those individuals and families whose access to care is limited. OCH provides an annual retreat for patients and their families with opportunities to participate in fun/leisure activities as a family while providing support staff to answer questions relative to managing recovery. Additionally, both parenting education and pediatric health services were provided as community benefits to over 1,900 people in fiscal year 2011.OCH has nine outpatient clinics throughout the DFW Metroplex devoted to caring for children with disabilities and developmental delay. Activities such as Parent Education Classes, Potty Training classes and S.N.A.P Parent Support groups are held across the outpatient clinics. These educational events provide parents of special needs children with individualized training relative to the needs of their children as well as an expert educator very valuable time spent learning from one another. These events served over 1,221 people in fiscal year 2011. Medical education is a crucial part of the organization's mission. Quality teaching programs add many dimensions to the organization's ability to serve patients. Teaching programs also aid staff in keeping their own knowledge current. Having the designation of a medically underserved area, OCH partners with other organizations to provide access to health care services for an underserved population, those living in poverty, in areas where infant mortality is high and where the ratio of primary care physicians per 1,000 populations is low. OCH provided clinical supervision in the inpatient hospital and outpatient clinics for students throughout FY 2011. 226 professionals were trained in physical, occupational and speech-language therapy and nursing. On completion of these programs at OCH, many therapists and nurses remain in North Texas, providing a continuous supply of well-trained medical professionals for the region.BSH serves a unique population with multiple acute physical care needs in a comprehensive multidisciplinary long term acute care setting. It offers innovative services for medically complex patients who have the potential to respond to individualized, comprehensive treatment plans developed by a multi-disciplinary care team. Existing in a medically underserved area, medical education is a crucial part of the organization's mission. BSH provided supervisory education programs for the training of future nurses and therapists in an effort to increase the supply of health care professionals nation-wide. Assisting with the preparation of future nurses at entry and advanced levels of nursing is critical in establishing a workforce of qualified nurses. During fiscal year 2011, BSH invested 11,736 hours in the training of 18 undergraduate nurses and allied health professionals. | ||
| Part VI, Line 7: The organization is part of a large faith based integrated health care delivery system ("System") serving the health care needs of the twelve county Dallas-Fort Worth metroplex area. The System exists to serve all people through exemplary health care, education, research and community service. Community benefits are provided through the provision of charity care, governmental sponsored programs (such as Medicaid and Medicare), medical research, medical education, community health improvement services, donations to other nonprofit health care providers, and many other community service activities. During the year, the affiliated nonprofit hospitals reported community benefits (as reported to the Texas Department of State Health Services, and in accordance with the State of Texas Statutory methodology) in excess of $502,800,000. The System's nonprofit hospitals provided community benefits (as reported on the IRS Form 990, Schedule H) in excess of $151,000,000 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $302,000,000 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H. The System is comprised of separate legal entities including philanthropic foundations, a research institute, a physician network, acute care hospitals, short-stay hospitals, specialty hospitals, ambulatory surgery centers and other health care providers all which fall under the common control of Baylor Health Care System, the organization's sole member. As part of the System, certain affiliates make grants and/or contributions to other related nonprofit affiliates to help financially support and/or fund worthy community benefits activities. The System has also established a patient transfer system among the affiliated hospitals allowing patients needing a particular level of care to be transferred as needed to a related hospital that can provide that service in an efficient and effective manner. As part of the System, all hospitals and other affiliated health care providers are required to adhere to high standards for medical quality, patient safety and patient satisfaction. These standards are set forth by Baylor Health Care System, the organization's sole member, which helps ensures consistency across the System. | ||
| TX | Reports Filed With States | Part VI, Line 7 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| 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 | 1 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cristie Columbus MD | |||||||||||||
| 0 | 256195 | 0 | 0 | 0 | 1600 | 0 | 12250 | 0 | 19225 | 0 | 289270 | 0 | 0 |
| Luz Tolentino | |||||||||||||
| 0 | 202062 | 0 | 86575 | 0 | 24421 | 0 | 32459 | 0 | 18155 | 0 | 363672 | 0 | 20467 |
| Kelli Terpstra | |||||||||||||
| 132918 | 0 | 30050 | 0 | 815 | 0 | 7108 | 0 | 19621 | 0 | 190512 | 0 | 0 | 0 |
| Robert Knowlton | |||||||||||||
| 128144 | 0 | 35896 | 0 | 2501 | 0 | 6479 | 0 | 11793 | 0 | 184813 | 0 | 0 | 0 |
| Jon Skinner | |||||||||||||
| 0 | 249933 | 0 | 106755 | 0 | 32680 | 0 | 41963 | 0 | 24068 | 0 | 455399 | 0 | 20045 |
| James Thaxton | |||||||||||||
| 0 | 382861 | 0 | 136239 | 0 | 48454 | 0 | 47428 | 0 | 12612 | 0 | 627594 | 0 | 33114 |
| Liz Youngblood | |||||||||||||
| 0 | 228572 | 0 | 94270 | 0 | 22030 | 0 | 33375 | 0 | 2832 | 0 | 381079 | 0 | 17294 |
| Fabian Polo | |||||||||||||
| 0 | 129478 | 0 | 29781 | 0 | 1796 | 0 | 6849 | 0 | 17871 | 0 | 185775 | 0 | 0 |
| Ruth Whitaker | |||||||||||||
| 109717 | 0 | 16466 | 0 | 147947 | 0 | 6257 | 0 | 15158 | 0 | 295545 | 0 | 0 | 0 |
| Leah Nunez | |||||||||||||
| 124785 | 0 | 15148 | 0 | 335 | 0 | 6377 | 0 | 13108 | 0 | 159753 | 0 | 0 | 0 |
| Scott Peek | |||||||||||||
| 0 | 208744 | 0 | 80977 | 0 | 28517 | 0 | 33711 | 0 | 21247 | 0 | 373196 | 0 | 16388 |
| Trey Wicke | |||||||||||||
| 0 | 155506 | 0 | 50313 | 0 | 560 | 0 | 7982 | 0 | 14530 | 0 | 228891 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | Tax indemnification and gross up payments - The organization provides tax indemnification where an authorized member of management determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Two of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. | |
| Part I, Lines 4a-b | Ruth Whitaker's employment with the organization terminated during the tax year and she received a severance payment of $132,685 | |
| Part I, Lines 4a-b | n 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: Jon Skinner ($20,045), Liz Youngblood $(17,294), Luz Tolentino ($20,467), James Thaxton ($33,114) and Scott Peek ($16,388). | |
| Part I, Line 7 | The organization has adopted and implemented BHCS's, the organization's sole member, 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. However, certain members receive compensation from a related organization in their capacity as an employee of the related organization. | Supplemental Information |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Gernise Flowers | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Family member of Terry Flowers, board member | Relationship |
| Amount Of Transaction | 82426 | AmountOfTransaction |
| Description Of Transaction | Employee compensation | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
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 Baylor Health Care System ("BHCS"), 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, BHCS, elects and removes one-sixth of the members of the governing body. The remaining members are self perpetuating and elected and removed by the organization's governing body. | |
| Form 990, Part VI, Section A, line 7b | Governing body decisions subject to approval: The sole member, Baylor Health Care System, 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 organization's 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 BHCS's 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 and are attached to this return. The organization's other governing documents and conflicts of interest policy are not made available to the public. | Form 990, Part VI, Section C, line 19 | |
| 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: Whistleblower Policy and Document |
| The persons listed below also serve as employees of a related organization. The average hours per week devoted to the related organizations are listed below: Cristie Columbus, M.D. (40 Hours) Jon Skinner (40 Hours) Luz Tolentino (40 Hours) James Thaxton (40 Hours) Liz Youngblood (40 Hours) Fabian Polo (40 Hours) Scott Peek (40 Hours) Trey Wicke (40 Hours) | Form 990, Part VII: Hours devoted to related organizations: | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 712,912. Change in Net Assets Held at BHCS Foundation 69,245. Change in Net Assets Held at Irving Foundation 42,268. Total to Form 990, Part XI, Line 5: 824,425. | Form 990, Part XI, line 5: |
| BSHC 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 BSHC by IRC Section 6038 and the regulations thereunder with respect to HCIC. Therefore, pursuant to Treasury Regulation Sec. 1.6038-2(j)(2), BSHC 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 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 | |
| All Saints Health Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751947007 | Fundraising | TX | 501(c)(3) | 7 | 1 | Baylor All Saints Medical Center | |
| 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 | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Irving Healthcare Foundation | ||
| C | 302846 | GAAP |
| HealthTexas Provider Network | ||
| A | 23722 | GAAP |
| Baylor Health Care System | ||
| L | 8814042 | GAAP |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | ||
| L | 81734 | GAAP |
| Baylor University Medical Center | ||
| L | 3296826 | GAAP |
| HealthTexas Provider Network | ||
| L | 861108 | GAAP |
| MEDCO Construction LLC | ||
| L | 275061 | GAAP |
| Baylor Health Care System | ||
| O | 398454 | GAAP |