BAYLOR RESEARCH INSTITUTE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BAYLOR RESEARCH INSTITUTE (EIN 75-1921898)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201121329349303452
- Schema version
- 2009v1.7
- 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 F
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T15:00:13-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 Sixth Avenue North Suite 1200 | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751921898 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Research Institute | 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 | Renee Day | Name |
| Title | VP-Finance | Title |
| Phone | 2148204135 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2052512000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Bernard Brigonnet | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 Live Oak Ste 501 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 46440268 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.BaylorHealth.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Faith based medical research organization bringing innovative treatment to patients through basic science, clinical trials, and health care effectiveness and quality of care research. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 307 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 3036428 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 40204086 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 38038015 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4241243 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5116936 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 52866 | InvestmentIncomePriorYear |
| Investment Income Current Year | -62904 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1082908 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3283355 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43415287 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46375402 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20531070 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22099041 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20765411 | OtherExpensePriorYear |
| Other Expenses Current Year | 24319918 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 41296481 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46418959 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2118806 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -43557 | RevenuesLessExpensesCY |
| Total Assets BOY | 94663580 | TotalAssetsBOY |
| Total Assets EOY | 103232792 | TotalAssetsEOY |
| Total Liabilities BOY | 23945503 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24602444 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 70718077 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 78630348 | NetAssetsOrFundBalancesEOY |
| Mission Description | To improve the care and well being of our community, nationally and internationally, through innovative clinically relevant research that is consistent with the mission, vision and values of Baylor Health Care System. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37455764 | Expense |
| Revenue | 5004488 | Revenue |
| Description | See Schedule OEstablished in 1982, Baylor Research Institute ("BRI") is a faith-based medical research organization bringing innovative treatment to patients through basic science, clinical trials, and health care effectiveness and quality of care research. At BRI alone, more than 800 research projects are under way. Our research focuses on patients. This means our efforts are more than microscopic studies-they bring research to the patient's bedside. Pioneering and innovation in research within more than 20 medical specialties are unique characteristics that BRI brings to North Texas communities. Research keeps physicians on the forefront of medical knowledge. Investigators at Baylor medical centers publish research findings in top-tier medical journals, such as Science, The New England Journal of Medicine, Transplantation and Lancet. Baylor Health Care System (BHCS), BRI's parent organization, also publishes Baylor University Medical Center Proceedings, a quarterly research journal detailing research and clinical activities at BRI.Diabetes - People with Type 1 diabetes may gain extraordinary benefits if an experimental project with pancreatic cell transplantation proves successful. BRI is transplanting islet cells in an effort to prevent the serious effects of this disease, which include heart disease, blindness, kidney damage, and premature death. The early results look promising. Skin Cancer - Malignant melanoma is increasing worldwide at a rate surpassed only by lung cancer. And once it invades the vital organs, it's virtually incurable. BRI has discovered that a vaccine made from a patient's dendritic cells may stimulate the immune system and cause the cancer's regression. Such research could bring a whole new dimension to life-saving treatments.Colon Cancer - In the U.S., the second leading cause of cancer deaths is colorectal cancer, a silent killer whose symptoms are often overlooked. BRI is investigating the role of certain viruses in the cause of this disease, as well as vaccines that could prevent it. We're also engaged in clinical trials to prevent polyps. Heart disease, the number one cause of death, takes someone's life every 33 seconds in the U.S. BRI is studying new drugs with potential life-saving effects, from lowering cholesterol levels and blood pressure to increasing blood flow to the legs and reducing arterial inflammation. With 80 ongoing studies, BRI has invested significant time and resources in cardiovascular research to improve and extend lives.Basic ScienceBRI focuses its basic science laboratory research in several key areas including immunology, metabolic disease, cardiovascular disease and colon cancer. Key sites include the Baylor Institute for Immunology Research (BIIR), the Kimberly H. Courtwright and Joseph W. Summers Institute for Metabolic Disease, and the Baylor Jack and Jane Hamilton Heart and Vascular Institute. Investigators with BIIR study the immune system with the goal of developing novel approaches to treat cancer, autoimmune diseases and infectious diseases, and reduce organ transplant rejections. BIIR is devoted to rapidly translating basic laboratory discoveries made about the immune system into effective treatments for humans. Research focuses on understanding how dendritic cells, the key initiators of immune response, function and how they can be used to combat challenges to the immune system. BIIR has 15 independent researchers and more than 70 staff members. Clinical TrialsThrough clinical research, investigators achieve advances in medicine and bring innovative therapies to patients at Baylor. Currently, more than 230 investigators are involved in clinical research supported by approximately 65 research nurses. The number of clinical trials offered to patients at BHCS affiliated hospitals continue to increase. In the last year, BRI received more than 100 new contracts for clinical research, totaling more than $9 million. As research expands to hospitals throughout BHCS, BRI has opened Clinical Trials Offices in Fort Worth and Irving to provide clinical research support as well as education and training to investigators and research staff. Much of the clinical research under way at Baylor is specific to investigational drug studies. By conducting clinical research many of the drugs researched by physicians now are used as standard therapy. Researchers currently are evaluating a variety of new blood pressure, cholesterol and cancer medications, as well as treatments for asthma and diabetes. In addition to drug studies, physicians are investigating various medical devices, such as cardiac stents, radiosurgery techniques, and new orthopaedic diagnostic tools and implant designs. Health Care Effectiveness and Quality of Care ResearchThis research measures the effectiveness of health care interventions and tests strategies to improve care quality across BHCS and elsewhere. A randomized trial, funded with $1.5 million from the Agency for Healthcare Research and Quality (AHRQ), evaluates the impact of the Accelerating Best Care at Baylor training course on hospital quality among 47 rural hospitals across Texas. The trial assesses the effect of administrative, nurse and physician leader participation in this curriculum on in-hospital mortality and Joint Commission's core measure processes of care for patients with heart failure and pneumonia. An initiative funded by the Physicians' Foundation for Health Systems Excellence examines the effect of physician academic detailing on the culture of patient safety and the burden of patient harm associated with adverse events among 60 BHCS primary care centers. BHCS and collaborators also received an AHRQ conference grant focused on resolving methodological challenges associated with quality of care measurement among hospitals with small numbers of patients. BHCS was selected to participate in AHRQ's Accelerating Change and Transformation in Organizations and Networks group to conduct rapid-cycle testing and dissemination research and in AHRQ's Developing Evidence to Inform Decisions about Effectiveness (DEcIDE) Network, whose members conduct accelerated studies on the outcomes, comparative effectiveness and safety of health care interventions. BHCS is leading a DEcIDE trial assessing the effects of medication therapy management on drug safety and effectiveness among Medicare beneficiaries. | Description |
| Total Program Service Expense | 37455764 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 0 | Hospital |
| 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 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 231 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 307 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | 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 | Renee Day | NamePerson |
| Telephone Number | 2148209919 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 Live Oak Ste 501 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Michael Ramsay MD | |||||||||
| President | 10.00 | X | X | 0 | 545312 | 69449 | |||
| Joel Allison | |||||||||
| Director | 1.00 | X | 0 | 1921774 | 353051 | ||||
| Louis Beecherl | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Darren Blanton | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Paul Convery MD | |||||||||
| Director | 1.00 | X | 0 | 813267 | 145052 | ||||
| John W Creecy | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Tiffani Evans | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Robert Kane Phd | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Robert Lavie | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Milton Levy Jr | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Zelig H Lieberman MD | |||||||||
| Director | 1.00 | X | 0 | 23251 | 12527 | ||||
| John McWhorter | |||||||||
| Director | 1.00 | X | 0 | 727393 | 136682 | ||||
| Erle Nye | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| R Steven Paulson MD | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Milla Perry Jones | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| George Race MD | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Rowland Robinson | |||||||||
| Director | 1.00 | X | 0 | 461902 | 57274 | ||||
| Jack Vaughn | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Renee Day | |||||||||
| VP-Finance | 40.00 | X | 61630 | 0 | 12057 | ||||
| Bernard Brigonnet | |||||||||
| Chief Operating Officer | 40.00 | X | 360972 | 0 | 51188 | ||||
| Brenda Chapman | |||||||||
| VP Research Foundation | 40.00 | 172886 | 5388 | 19472 | X | ||||
| Victoria Allgood | |||||||||
| VP Research Operations | 40.00 | 0 | 0 | 0 | X | ||||
| Jacques Banchereau | |||||||||
| Director Inst Immun Rsch | 40.00 | 423446 | 0 | 56835 | X | ||||
| Alan Menter MD | |||||||||
| Medical Director | 28.00 | 314496 | 0 | 431 | X | ||||
| Shinichi Matsumoto MD PhD | |||||||||
| Director Clin Rsch Serv | 40.00 | 270175 | 0 | 27426 | X | ||||
| Anna Palucka | |||||||||
| Clinical Mgmt Researcher | 40.00 | 233000 | 0 | 22167 | X | ||||
| Maria Pascual | |||||||||
| Clinical Mgmt Researcher | 40.00 | 229181 | 0 | 11327 | X | ||||
| Michael Mathisen | |||||||||
| Former Officer | 0.00 | 185204 | 0 | 8769 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2250990 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4498287 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 983707 | TotalOtherCompensation |
| Number Individuals GT100 K | 28 | 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 | 3459773 |
| Baylor University Medical Center | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Clinical Services | 941125 |
| HeartPlace | |||||
| 14800 Landmark Blvd Ste 700 | Dallas | TX | 75254 | Physician Services | 407795 |
| MEDCO Construction LLC | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Construction Services | 331602 |
| Onverra Software | |||||
| 3201 Spring Lake Dr | Richardson | TX | 75082 | Consulting Services | 315447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Related Organizations | 17596985 | RelatedOrganizations |
| Government Grants | 15200286 | GovernmentGrants |
| All Other Contributions | 5240744 | AllOtherContributions |
| Total Contributions | 38038015 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Commerc. Drug Studies | 541700 | 3036428 | 3036428 | |
| Patient Care Testing | 541700 | 1664869 | 1664869 | |
| Research Testing | 541700 | 374096 | 374096 | |
| Rent | 531120 | 39780 | 39780 | |
| Unclaimed Property | 900099 | 1763 | 1763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5116936 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1962 | TotalRevenueColumn |
| Exclusion | $1,962 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 359375 | TotalRevenueColumn |
| Exclusion | $359,375 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 64866 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -64866 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -64866 | TotalRevenueColumn |
| Exclusion | -$64,866 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Timing Diff (Rev Proc | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2923980 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2923980 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2923980 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46375402 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5004488 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3036428 | UnrelatedBusinessRevenue |
| Exclusion | $296,471 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 803630 | Total |
| Management And General | 803630 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29992 | Total |
| Management And General | 29992 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17755452 | Total |
| Program Services | 15152208 | ProgramServices |
| Management And General | 2603244 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511670 | Total |
| Program Services | 405584 | ProgramServices |
| Management And General | 106086 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1820511 | Total |
| Program Services | 1483226 | ProgramServices |
| Management And General | 337285 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1177786 | Total |
| Program Services | 920193 | ProgramServices |
| Management And General | 257593 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36432 | Total |
| Management And General | 36432 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10796424 | Total |
| Program Services | 7919140 | ProgramServices |
| Management And General | 2877284 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51485 | Total |
| Program Services | 31696 | ProgramServices |
| Management And General | 19789 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6541384 | Total |
| Program Services | 6140532 | ProgramServices |
| Management And General | 400852 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914204 | Total |
| Management And General | 914204 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1756071 | Total |
| Program Services | 1480851 | ProgramServices |
| Management And General | 275220 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645523 | Total |
| Program Services | 521994 | ProgramServices |
| Management And General | 123529 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154369 | Total |
| Program Services | 59543 | ProgramServices |
| Management And General | 94826 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3218654 | Total |
| Program Services | 3218654 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Dues & Memberships | 70088 | 25351 | 44737 |
| Special Functions | 45670 | 22143 | 23527 |
| Meals & Entertainment | 43839 | 34615 | 9224 |
| Bad Debt | 36644 | 36644 | |
| Other Expenses | 9131 | 3390 | 5741 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46418959 | Total |
| Program Services | 37455764 | ProgramServices |
| Management And General | 8963195 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11246380 | BOY |
| EOY | 9995066 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6158856 | BOY |
| EOY | 7989276 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225413 | BOY |
| EOY | 357432 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8754 | BOY |
| EOY | 8754 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43395550 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21550777 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21942521 | BOY |
| EOY | 21844773 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55081656 | BOY |
| EOY | 63037491 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94663580 | BOY |
| EOY | 103232792 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14802521 | BOY |
| EOY | 16482109 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9142982 | BOY |
| EOY | 8120335 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23945503 | BOY |
| EOY | 24602444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15636421 | BOY |
| EOY | 15592857 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12268932 | BOY |
| EOY | 22040729 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42812724 | BOY |
| EOY | 40996762 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70718077 | BOY |
| EOY | 78630348 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94663580 | BOY |
| EOY | 103232792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor University Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Dallas | City |
| State | TX | State |
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 | $3,309 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $10,360 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 13669 | 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 Research Institute ("BRI") 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. BRI has established relationships with persons and industry associations that often communicate BRI's positions on major health care issues. These contacts may include direct contact, telephone conversations and/or letters. Also, BRI may attempt to educate the local community on certain legislative initiatives that may impact BRI'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. BRI has not intervened in any political campaign. | Explanation |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20082098 | OtherCostOrOtherBasis |
| Depreciation | 7435967 | Depreciation |
| Book Value | 12646131 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23313452 | OtherCostOrOtherBasis |
| Depreciation | 14114810 | Depreciation |
| Book Value | 9198642 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21844773 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BRI Assets at BHCS Foundation | Description |
| Book Value | 63037491 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 63037491 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FIN 48 Disclosure Statement 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 adopted the provisions of ASC 740 "Income Taxes" on July 1, 2007. As of June 30, 2010, there were no gross unrecognized tax benefits related to the filing organization. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Medical Research | 16189 |
| Europe | 0 | 0 | Program Services | Medical Research | 145587 |
| North America | 0 | 0 | Program Services | Medical Research | 18133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 179909 | TotalAmountSpent |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| 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 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Ramsay MD | |||||||||||||
| 0 | 464893 | 0 | 69997 | 0 | 10422 | 0 | 55350 | 0 | 14099 | 0 | 614761 | 0 | 0 |
| Joel Allison | |||||||||||||
| 0 | 942834 | 0 | 948382 | 0 | 30558 | 0 | 323038 | 0 | 30013 | 0 | 2274825 | 0 | 198172 |
| Paul Convery MD | |||||||||||||
| 0 | 448988 | 0 | 342973 | 0 | 21306 | 0 | 116275 | 0 | 28777 | 0 | 958319 | 0 | 41439 |
| John McWhorter | |||||||||||||
| 0 | 408936 | 0 | 301108 | 0 | 17349 | 0 | 108205 | 0 | 28477 | 0 | 864075 | 0 | 57320 |
| Rowland Robinson | |||||||||||||
| 0 | 299990 | 0 | 145076 | 0 | 16836 | 0 | 34789 | 0 | 22485 | 0 | 519176 | 0 | 0 |
| Bernard Brigonnet | |||||||||||||
| 261795 | 0 | 35922 | 0 | 63255 | 0 | 24521 | 0 | 26667 | 0 | 412160 | 0 | 0 | 0 |
| Brenda Chapman | |||||||||||||
| 122867 | 5378 | 40566 | 0 | 9453 | 10 | 0 | 0 | 18288 | 1184 | 191174 | 6572 | 0 | 0 |
| Jacques Banchereau | |||||||||||||
| 339305 | 0 | 79668 | 0 | 4473 | 0 | 31950 | 0 | 24885 | 0 | 480281 | 0 | 28669 | 0 |
| Alan Menter MD | |||||||||||||
| 314496 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 431 | 0 | 314927 | 0 | 0 | 0 |
| Shinichi Matsumoto MD PhD | |||||||||||||
| 269695 | 0 | 0 | 0 | 480 | 0 | 0 | 0 | 27426 | 0 | 297601 | 0 | 0 | 0 |
| Anna Palucka | |||||||||||||
| 203724 | 0 | 20467 | 0 | 8809 | 0 | 0 | 0 | 22167 | 0 | 255167 | 0 | 0 | 0 |
| Maria Pascual | |||||||||||||
| 207792 | 0 | 20894 | 0 | 495 | 0 | 0 | 0 | 11327 | 0 | 240508 | 0 | 0 | 0 |
| Michael Mathisen | |||||||||||||
| 54839 | 0 | 0 | 0 | 130365 | 0 | 0 | 0 | 8769 | 0 | 193973 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 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, Line 1a | Housing allowance or residence of personal use - The organization provides temporary housing to eligible employees under the organization's moving and relocation reimbursement policy. All temporary housing provided to any employee is treated as taxable compensation. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year. | |
| Part I, Line 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. For example, as part of the organization's promotion of health, the organization will cover a portion of any employees' fitness center club membership dues paid to an affiliated entity that owns and operates a fitness center. All employees are eligible for this benefit. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. Three of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. | |
| Part I, Line 4a | Michael Mathisen's employment with the organization terminated during the tax year and he received a severance payment of $119,705. 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: Jacques Banchereau ($28,669), Bernard Brigonnet, Zelig Lieberman, Joel Allison ($198,172), John McWhorter ($57,320), Michael Ramsay, M.D., Paul Convery ($41,439), and Rowland Robinson. Also, certain senior officers, as designated by the organization's governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize the key senior leaders' value and contribution to the organization as well as align their compensation to the long term strategy of the organization. Performance targets are based upon a percentage of the participant's base salary and are developed by independent third party expert(s) using market competitive data within the guides of reasonableness. The plan is based on organization's three-year performance against its peers, determined based on peer rankings or percentile rankings in quality, patient satisfaction and financial performance. At the end of three years, awards are determined by the organization's governing body for participants. Payouts are partially made in cash and the remainder vests over an additional two year period. The following individual(s) participated in this plan during the tax year: Joel Allison, Paul Convery, and John McWhorter. | |
| Part I, Line 7 | As an affiliate of 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. However, certain members receive compensation from a related organization in their capacity as an employee of the related organization. | Supplemental Information |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. The Form 990 is then reviewed with the organization's governing body and a complete final copy of the return is provided to the organization's governing body prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Process used to monitor and enforce compliance with the organization's coflict 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 15 | 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 C, line 19 | Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's articles of incorporation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization is included within the combined financial statements of 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 VII: Hours devoted to related organizations: | 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: Joel Allison (40 Hours) John McWhorter (40 Hours) Michael Ramsay (20 Hours) Rowland Robinson (40 Hours) Paul Convery, M.D. (40 Hours) Zelig Lieberman, M.D. (20 Hours) |
| Supplemental Information: IRC Section 6038 Statement: | BRI is controlled by BHCS, Employer Identification Number 75-1812652. BHCS also owns Church University Insurance Company, Ltd. (CUIC) and Health Care Insurance Company of Texas, Ltd. (HCIC). CUIC and HCIC are controlled foreign corporations. BHCS furnishes all information required of BRI by IRC Section 6038 and the regulations thereunder with respect to CUIC and HCIC. Therefore, pursuant to Treasury Regulation Sec. 1.6038-2(j)(2), BRI is excepted from providing such information. BHCS files its Return of Organization Exempt from Income Tax in Ogden, Utah. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | 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 | |
| Baylor University Medical Center | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751837454 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Medical Center at Garland | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037591 | Acute Care Hospital | TX | 501(c)(3) | 3 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | Baylor Health Care System | |
| Baylor Health Care System Foundation | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751606705 | Fundraising | TX | 501(c)(3) | 7 | Baylor Health Care System | |
| All Saints Health Foundation | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751947007 | Fundraising | TX | 501(c)(3) | 7 | Baylor All Saints Medical Center | |
| HealthTexas Provider Network | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752536818 | Physician Practices | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Health Services | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751917311 | Holds interests in Ambulatory Surgery Centers/ Short Stay Hospitals | TX | 501(c)(3) | 3 | 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 | Baylor University Medical Center | |
| Baylor Medical Center at McKinney | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 263604064 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Health Care System Employee Benefit Trust | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751848557 | VEBA | TX | 501(c)(9) | Baylor Health Care System | ||
| Irving Healthcare Foundation | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751570933 | Fundraising | TX | 501(c)(3) | 7 | Baylor Medical Center at Irving | |
Form990 Schedule R Part III Form990ScheduleRPartIII (32 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||
| Church University Insurance Company Ltd | ||||||||||||||
| 980352108 | Investments | N/A | C | 41 Cedar Avenue | Hamilton | BD | BD | |||||||
| 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 | ||||||
| ODC Therapy Inc | ||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 200749021 | Research | DE | C | Baylor Health Care System | 0.12000 | |||||
| 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 | 1 | 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 | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Baylor Health Care System Foundation | |
| C | 4175227 |
| Baylor All Saints Medical Center | |
| C | 953046 |
| Baylor University Medical Center | |
| C | 12192982 |
| Baylor University Medical Center | |
| A | 39780 |
| Baylor Health Care System | |
| J | 607127 |
| Baylor University Medical Center | |
| J | 166116 |
| Baylor All Saints Medical Center | |
| K | 77592 |
| Baylor Health Care System | |
| K | 75219 |
| Baylor University Medical Center | |
| K | 190453 |
| Baylor Health Care System | |
| L | 3506896 |
| Baylor University Medical Center | |
| L | 1153360 |
| HealthTexas Provider Network | |
| L | 79209 |
| MEDCO Construction LLC | |
| L | 357522 |
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