SCOTT AND WHITE HEALTH PLAN: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT AND WHITE HEALTH PLAN (EIN 74-2052197)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202243149349304084
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T13:50:57-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742052197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott and White Health Plan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 2542159256 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N Washington Avenue | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75246 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen Bush | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2542983000 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stephen | PersonFirstNm |
| Person Last | Bush | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Scott & White Health Plan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeffrey C Ingrum | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N Washington Avenue | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $882,947,328 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.swhp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Scott and White Health Plan, dba Baylor Scott & White Health Plan (SWHP) is part of Baylor Scott & White Health (BSWH). BSWH is a Texas nonprofit, faith-based organization that provides patient care, medical education, medical research and other community services to the residents of North and Central Texas. SWHP started operations in January 1982 as a nonprofit Health Maintenance Organization making available a comprehensive health plan providing quality care with dignity and respect to its members. SWHP's service area, with its subsidiary health plans, encompasses 171 counties and provides coverage to more than 400,000 enrollees in North, Central and West Texas.SWHP continues to introduce new health plans, technology and services to meet the needs of enrollees, employers, and the community. It currently offers individual and family plans, insured and self-funded plans for small and large employers, Medicare Advantage and Prescription Drug plans, and Medicaid plan. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 949 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $847,912 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $337,762 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $747,723,907 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $815,519,789 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,034,471 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,176,568 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $751,758,378 | PYTotalRevenueAmt |
| CY Total Revenue | $819,696,357 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,137,696 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,943,349 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $563,195,862 | PYOtherExpensesAmt |
| CY Other Expenses | $747,432,755 | CYOtherExpensesAmt |
| PY Total Expenses | $612,333,558 | PYTotalExpensesAmt |
| CY Total Expenses | $804,376,104 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $139,424,820 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,320,253 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $592,849,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $666,008,689 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $178,514,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $237,245,239 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $414,335,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $428,763,450 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To make available to the residents of Texas a comprehensive health plan which provides quality health care with dignity and respect to its members. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $785,352,128 | ExpenseAmt |
| Revenue | $815,519,789 | RevenueAmt |
| Desc | See Schedule OSWHP and its affiliated health plans make available a wide variety of health benefit plans to individuals and employer groups. It participates in government public programs to make coverage available to Medicaid and Medicare Advantage participants, and through the Marketplace in Texas. As part of SWHP's purpose, it is focused on enrollee satisfaction and the quality of the coverage it provides. SWHP is accredited by the National Committee for Quality Assurance (NCQA) for both its commercial HMO and Medicaid plans. Since 2019, SWHP Commercial HMO plan has achieved a NCQA Plan rating of 3.0. Additionally, a 2022 US News and World Report named SWHP as one of the best insurance companies for Medicare Advantage. This report uses data from the CMS' annual star ranking of health plans, where SWHP HMO earned an overall 4.5 out of 5 stars rating in 2021. Furthermore, SWHP consistently has one of the highest HMO plan ratings in Texas for its Healthcare Effectiveness Data and Information Set (HEDIS) scores, exceeding national and Texas averages for Chlamydia Screening, Persistence of Beta Blocker Treatment, Cholesterol Management, HbA1c Testing, Diabetic Eye Exam Screening, and Prenatal Care since Measurement Year 2021. SWHP has demonstrated a commitment to the health and well-being of not only its enrollees but the community as a whole through a number of directed programs of varying purpose Some of these programs are designed to engage enrollees in their own care or encourage a healthy lifestyle. Other programs offer support and help coordinate the delivery of care at the right place, the right time, and from the right provider, especially for those enrollees with complex or chronic care issues. Finally, SWHP offers wellness programs designed to create wellness and awareness, identify social determinants of health and to benefit the entire community. A sampling of the programs that it offers to enrollees and the community at large are:The Wellness Assessment: The Wellness Assessment is a free SWHP online tool available to enrollees through its vendor, WebMD. Through a series of questions concerning family health history, personal health history, substance abuse, stress/coping, physical activity and nutrition, an assessment is produced with advice to help that individual make healthier choices. Enrollees can access other educational and self-management tools thru WebMD. WondrWondr is an online weight management and weight loss program available to enrollees in commercial plans. The quarterly program is designed for enrollees to participate with others to establish accountability goals and support, while individually tracking weight loss or management goals. Expecting the Best, Maternity Case Management Program:SWHP has developed and offers its Expecting the Best Maternity Program. This program is offered to all enrolled members who are pregnant and provides health screening, education, care coordination, perinatal/postpartum depression interventions, and telephonic case management support, with the goal of helping to improve health outcomes for at-risk pregnant women and neonates. Comprehensive Medical and Behavioral Health Case Management Program:SWHP offers a comprehensive case management program to help enrollees receive needed care, services, equipment, and medications. Licensed nurses and social workers work with enrollees and their providers to help achieve desired health outcomes by assisting with care coordination and condition management. Case managers also assess enrollees for possible social determinant of health barriers they may be experiencing and refer those individuals to community programs and resources. Baby Showers:SWHP offers pregnant women enrolled in its Medicaid product a virtual baby shower. The baby shower program provides educational information on pregnancy, parenting and health information, and other resources to help bridge social determinate of health gaps. Incentives of nominal value are provided to enrollees to attend the virtual program and receive prenatal care. Value-Added Services for Medicaid Enrollees:SWHP offers or makes available to enrollees in its Medicaid product a variety of health education programs and incentives to obtain preventative care. Examples of incentives include gift cards of nominal value, vision exams for adults, eyewear allowances, basic dental services for pregnant women, behavioral health resources, and transportation assistance. Step-Up, Scale-Down:For enrollees in its Medicaid product, SWHP offers Step Up, Scale Down. Step Up, Scale Down is a 12-week program featuring nutrition and exercise education. Each week a different topic is featured, including such topics as goal setting, reading nutrition labels, meal planning, and starting or stepping up an exercise program. The classes are taught by nurses and wellness professionals with expertise in exercise and nutrition. Employee Contributions:Employees of SWHP are encouraged to participate in community events sponsored by not-for-profit charitable organizations that help raise funds and awareness for social issues impacting the community. Examples include past community events that have been sponsored by the United Way, Food for Families, Project Apple Tree, McLane Children's Bereavement Committee, and March of Dimes.Involvement with Community Organizations:SWHP employees have associated and participate on or with community organization boards and coalitions. Past examples of charitable and community organizations that employees have worked with include but are not limited to, the Nurse-Family Partnership, Health Babies Coalition, City of Temple Mayor's Council on Fitness, and Safe Kids Mid-Texas. Walk with a Doc:Walk with a Doc is a community walking event in Temple, Texas, that provides an opportunity for individuals of all ages to increase their physical activity to help improve health and well-being. SWHP partners with Baylor Scott & White Health physicians in Temple, Texas to offer these community events.SWHP Community Events Sponsorship:SWHP collaborates with various community organizations to co-sponsor events throughout its service area in Texas. The events are available to all in the community, including enrollees, and cover a broad range of interests, such as health fairs, 5K/10K/Half Marathon races, and concert series.Community Wellness Events:SWHP provides free health education and materials of various topics to the public at a variety of health fair events throughout its service area.Community Hubs:SWHP works with community organizations to help connect enrollees to services for non-medical needs such as, financial assistance for rent and utilities, food banks, and basic needs assistance. | Desc |
| Total Program Service Expenses | $785,352,128 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3398 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 949 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen Bush | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2547243000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1206 West Campus Drive | AddressLine1Txt |
| City | Temple | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Robert A Probe MD | |||||||||
| Director/Vice Chair | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $673,380 | $36,976 | ||
| Lyndon L Olson Jr | |||||||||
| Director/Chair | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Louis S Casey Jr | |||||||||
| Director/Treasurer | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Phil Adams | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brandon S Fryar | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Carl King | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Maness | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steve R Youso | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Donald R Grobowsky | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Ingrum | |||||||||
| President/CEO | 40.00 | 0.00 | Yes (X) | $1,199,294 | $0 | $306,206 | |||
| Stephen Bush | |||||||||
| Treasurer/SVP CFO | 40.00 | 0.00 | Yes (X) | $555,802 | $0 | $143,934 | |||
| Jennifer Brown | |||||||||
| Secretary | 1.00 | 40.00 | Yes (X) | $0 | $1,333,684 | $336,254 | |||
| Swaminathan Ramalingam MD | |||||||||
| SVP CMO | 40.00 | 0.00 | $645,109 | $0 | $98,197 | Yes (X) | |||
| Victor Richey | |||||||||
| SVP COO | 40.00 | 0.00 | $539,480 | $0 | $75,969 | Yes (X) | |||
| David R Krauss MD | |||||||||
| Medical Director | 40.00 | 0.00 | $302,511 | $0 | $17,227 | Yes (X) | |||
| Susan Balezentis DO | |||||||||
| Medical Director | 40.00 | 40.00 | $92,822 | $152,064 | $17,731 | Yes (X) | |||
| Ira Bell MD | |||||||||
| Medical Director | 40.00 | 40.00 | $94,582 | $147,699 | $26,640 | Yes (X) | |||
| Leonardo Gutierrez | |||||||||
| VP Operations | 40.00 | 40.00 | $132,133 | $128,275 | $24,205 | Yes (X) | |||
| Jason Tipton | |||||||||
| VP Network Development | 40.00 | 0.00 | $239,728 | $0 | $34,251 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,801,461 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,435,102 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,117,590 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 87 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UnitedHealth Group (dba Optum Rx) | |||||
| PO Box 88765 | Los Angeles | CA | 900888765 | PBM | $178,980,019 |
| Scott & White Memorial Hospital | |||||
| 301 N Washington Avenue | Dallas | TX | 75246 | Medical services | $151,945,045 |
| Scott & White Clinic | |||||
| 301 N Washington Avenue | Dallas | TX | 75246 | Medical services | $68,986,207 |
| Scott & White Hospital - Round Rock | |||||
| 301 N Washington Avenue | Dallas | TX | 75246 | Medical services | $35,488,241 |
| Baylor Health Enterprises LP | |||||
| 301 N Washington Avenue | Dallas | TX | 75246 | Pharmacy | $32,325,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 294 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HMO | 524114 | $761,008,471 | $761,008,471 | |
| TPA Fee | 524292 | $66,710,066 | $65,961,911 | $748,155 |
| PBM | 524292 | $1,990,123 | $1,908,617 | $81,506 |
| Affiliate Income | 524114 | -$14,188,871 | -$14,207,122 | $18,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $815,519,789 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,798,970 | TotalRevenueColumnAmt |
| Exclusion | $1,798,970 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,628,569 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,250,971 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,377,598 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,377,598 | TotalRevenueColumnAmt |
| Exclusion | $2,377,598 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $819,696,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $814,671,877 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $847,912 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,176,568 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,375,921 | TotalAmt |
| Management And General | $3,375,921 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,897,525 | TotalAmt |
| Program Services | $36,109,868 | ProgramServicesAmt |
| Management And General | $5,787,657 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,514,151 | TotalAmt |
| Program Services | $1,293,744 | ProgramServicesAmt |
| Management And General | $220,407 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,873,003 | TotalAmt |
| Program Services | $5,824,419 | ProgramServicesAmt |
| Management And General | $1,048,584 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,282,749 | TotalAmt |
| Program Services | $2,811,887 | ProgramServicesAmt |
| Management And General | $470,862 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,034 | TotalAmt |
| Management And General | $76,034 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,692 | TotalAmt |
| Management And General | $427,692 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,492 | TotalAmt |
| Management And General | $95,492 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,792,862 | TotalAmt |
| Program Services | $26,983,725 | ProgramServicesAmt |
| Management And General | $4,809,137 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,600,751 | TotalAmt |
| Program Services | $1,600,611 | ProgramServicesAmt |
| Management And General | $140 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236,463 | TotalAmt |
| Program Services | $4,090,427 | ProgramServicesAmt |
| Management And General | $146,036 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,501,571 | TotalAmt |
| Program Services | $19,768,847 | ProgramServicesAmt |
| Management And General | $732,724 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,237,388 | TotalAmt |
| Program Services | $1,105,761 | ProgramServicesAmt |
| Management And General | $131,627 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,171 | TotalAmt |
| Program Services | $23,369 | ProgramServicesAmt |
| Management And General | $3,802 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,342 | TotalAmt |
| Program Services | $9,524 | ProgramServicesAmt |
| Management And General | $3,818 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,928 | TotalAmt |
| Management And General | $101,928 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical expense | $664,611,781 | $664,611,781 | |
| Premium tax | $11,509,779 | $11,509,779 | |
| Claims expense | $6,045,137 | $6,039,370 | $5,767 |
| Liquidated damages | $1,213,524 | $1,213,524 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,941,840 | TotalAmt |
| Program Services | $2,355,492 | ProgramServicesAmt |
| Management And General | $1,586,348 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,376,104 | TotalAmt |
| Program Services | $785,352,128 | ProgramServicesAmt |
| Management And General | $19,023,976 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,909,250 | BOYAmt |
| EOY | $176,835,811 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,095,081 | BOYAmt |
| EOY | $76,617,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,201,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,645,199 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,065,870 | BOYAmt |
| EOY | $13,556,529 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,826,093 | BOYAmt |
| EOY | $132,375,976 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,680,369 | BOYAmt |
| EOY | $266,225,807 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,273,156 | BOYAmt |
| EOY | $396,997 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,849,819 | BOYAmt |
| EOY | $666,008,689 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,670,666 | BOYAmt |
| EOY | $51,818,780 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,276,588 | BOYAmt |
| EOY | $5,234,946 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,567,532 | BOYAmt |
| EOY | $180,191,513 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,514,786 | BOYAmt |
| EOY | $237,245,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,335,033 | BOYAmt |
| EOY | $428,763,450 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,335,033 | BOYAmt |
| EOY | $428,763,450 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,849,819 | BOYAmt |
| EOY | $666,008,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,320,253 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,303,505 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,195,341 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,681,496 | OtherCostOrOtherBasisAmt |
| Book Value | $1,681,496 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,520,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,645,199 | DepreciationAmt |
| Book Value | $11,875,033 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,556,529 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ICSW equity | $57,636,380 | F |
| Health Plan Alliance equity | $368,552 | F |
| Scott & White Care Plans equity | $107,719,026 | F |
| SHA, L.L.C. equity | $100,501,849 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $266,225,807 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability for amounts held for under uninsured plans | $22,405,996 |
| Claims unpaid | $97,131,821 |
| Aggregate health policy reserves | $33,687,833 |
| Amounts withheld or retained for the account of others | $938,398 |
| Unpaid claims adj exp | $2,024,000 |
| Payable for securities | $2,375,637 |
| CMS Reserve liability | $10,853,408 |
| Medicaid experience rebate | $5,628,233 |
| Medicaid UHRIP | $5,068,423 |
| Medicaid DPP BHS | $77,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $180,191,513 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $763,955,459 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$1,065,574 | OtherRevenueAmt |
| Revenue Not Reported | -$1,065,574 | RevenueNotReportedAmt |
| Revenue Subtotal | $765,021,033 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $164,006 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $54,511,318 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $54,675,324 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $819,696,357 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $734,660,571 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$67,976,616 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$67,976,616 | ExpensesNotReportedAmt |
| Expenses Subtotal | $802,637,187 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $164,006 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,574,911 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,738,917 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $804,376,104 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d - Other Adjustments: | Depreciation -509,341. Rent 509,341. Shared savings -1,065,574. |
| Part XI, Line 4b - Other Adjustments: | PBM 1,990,123. TPA fee 66,710,066. Affiliate income -14,188,871. |
| Part XII, Line 2d - Other Adjustments: | Self-insurance liability reserve 214,232. TPA fee -66,710,066. PBM -1,990,123. Rent 509,341. |
| Part XII, Line 4b - Other Adjustments: | Depreciation 509,341. Rounding -4. Shared savings 1,065,574. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jennifer Brown | ||||||||||||||
| Secretary | $0 | $660,133 | $0 | $634,569 | $0 | $38,982 | $0 | $322,328 | $0 | $13,926 | $0 | $1,669,938 | $0 | $72,174 |
| Jeffrey Ingrum | ||||||||||||||
| President/CEO | $596,765 | $0 | $560,703 | $0 | $41,826 | $0 | $277,067 | $0 | $29,139 | $0 | $1,505,500 | $0 | $142,939 | $0 |
| Swaminathan Ramalingam MD | ||||||||||||||
| SVP CMO | $452,928 | $0 | $161,894 | $0 | $30,287 | $0 | $75,268 | $0 | $22,929 | $0 | $743,306 | $0 | $0 | $0 |
| Robert A Probe MD | ||||||||||||||
| Director/Vice Chair | $0 | $457,654 | $0 | $179,712 | $0 | $36,014 | $0 | $14,500 | $0 | $22,476 | $0 | $710,356 | $0 | $175,376 |
| Stephen Bush | ||||||||||||||
| Treasurer/SVP CFO | $350,831 | $0 | $182,448 | $0 | $22,523 | $0 | $115,095 | $0 | $28,839 | $0 | $699,736 | $0 | $0 | $0 |
| Victor Richey | ||||||||||||||
| SVP COO | $366,974 | $0 | $133,323 | $0 | $39,183 | $0 | $64,335 | $0 | $11,634 | $0 | $615,449 | $0 | $0 | $0 |
| David R Krauss MD | ||||||||||||||
| Medical Director | $271,227 | $0 | $0 | $0 | $31,284 | $0 | $14,500 | $0 | $2,727 | $0 | $319,738 | $0 | $0 | $0 |
| Leonardo Gutierrez | ||||||||||||||
| VP Operations | $81,476 | $127,993 | $50,476 | $0 | $181 | $282 | $4,228 | $6,646 | $5,137 | $8,194 | $141,498 | $143,115 | $0 | $0 |
| Jason Tipton | ||||||||||||||
| VP Network Development | $191,270 | $0 | $48,187 | $0 | $271 | $0 | $9,995 | $0 | $24,256 | $0 | $273,979 | $0 | $0 | $0 |
| Ira Bell MD | ||||||||||||||
| Medical Director | $91,618 | $146,588 | $0 | $0 | $2,964 | $1,111 | $2,837 | $4,539 | $7,409 | $11,855 | $104,828 | $164,093 | $0 | $0 |
| Susan Balezentis DO | ||||||||||||||
| Medical Director | $92,619 | $151,740 | $0 | $0 | $203 | $324 | $6,904 | $7,637 | $1,227 | $1,963 | $100,953 | $161,664 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Tax indemnification and gross up payments - The organization provides tax indemnification where the Baylor Scott & White Holdings CEO, CFO or COO 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. Discretionary spending account - The organization provides eligible employees certain monthly expense allowances in lieu of reimbursement for actual expenses under the organization's business travel and expense reimbursement policy. This may include providing an auto expense allowance for business mileage for those who travel frequently in their personal vehicle or a cell phone allowance for individuals who are required to use their mobile phone for business purposes. All expense allowances are treated as taxable compensation. Two of the persons listed in the Form 990, Part VII, Section A, received these benefits during the tax year. |
| Part I, Line 3 | Process for determining compensation: The organization, a controlled affiliate of BSW Holdings, 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 the organization 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 places 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 BSW Holdings Board of Trustees and its Compensation 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 similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Holdings Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers held by BSW Holdings, works directly with an 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 other officers and key employees to ensure total compensation is within a fair market range. The annual review included management reviewing all officers and key employees listed on the Form 990 during the current tax year. Any individual whose direct compensation exceeded the projected compensation from prior year, any new individual whose position has not been reviewed by the Compensation Committee during the prior 2 years, or any individual whose responsibilities or scope of operations expanded during the current year were reviewed by the Compensation Committee during the current tax year. The Compensation Committee is made up of members of the BSW Holdings Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation expert(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or 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 Compensation 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 Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings. |
| Part I, Line 4b | Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates (BSWH) 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 BSWH's supplemental non-qualified retirement plan during the tax year: David R. Krauss, M.D., Ira Bell, M.D., Jeffrey Ingrum, Jennifer Brown, Robert A. Probe, M.D., Stephen Bush, Susan Balezentis, D.O., Swaminathan Ramalingam, M.D., and Victor Richey. |
| Part I, Line 7 | The organization has adopted and implemented BSW Holdings', the organization's ultimate parent, Annual Incentive 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 BSW Holdings' 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 financial stewardship. BSW Holdings' governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Members or stockholders: The organization is a Texas nonprofit organization in which Baylor Scott & White Holdings (BSW Holdings), 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: BSW Holdings, a tax exempt, Texas nonprofit corporation is the parent entity of the organization. BSW Holdings has control and substantial reserved powers over the organization, including those to elect and remove the governing body of the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. |
| Form 990, Part VI, Section A, line 7b | Governing body decisions subject to approval: All rights and powers were reserved to the organization's parent, BSW Holdings, except only those rights and powers expressly set forth in the bylaws, required by state or federal law, or to meet the requirements and standards promulgated by joint commission. For example, BSW Holdings' substantial reserved rights and powers include, without limitation, approval of the organization's articles of incorporation and bylaws and amendments thereto, appointment and removal of members of the organization's governing body, approval of dissolutions and mergers, and other similar decisions over the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. |
| Form 990, Part VI, Section B, line 11b | Process used to review the Form 990: The Form 990 is prepared and reviewed by the BSWH 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. |
| Form 990, Part VI, Section B, line 12c | Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with an 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, employed physicians and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BSW Holdings Board of Trustees Audit and Compliance Committee and the BSW Holdings 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. 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 BSW Holdings, 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 the organization 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 places 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 BSW Holdings Board of Trustees and its Compensation 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 similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Holdings Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers held by BSW Holdings, works directly with an 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 other officers and key employees to ensure total compensation is within a fair market range. The annual review included management reviewing all officers and key employees listed on the Form 990 during the current tax year. Any individual whose direct compensation exceeded the projected compensation from prior year, any new individual whose position has not been reviewed by the Compensation Committee during the prior 2 years, or any individual whose responsibilities or scope of operations expanded during the current year were reviewed by the Compensation Committee during the current tax year. The Compensation Committee is made up of members of the BSW Holdings Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation expert(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or 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 Compensation 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 Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings. |
| 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's financial statements are made available through NAIC (National Association of Insurance Commissioners) and the Texas Department of Insurance upon request. The organization's other governing documents and conflicts of interest policy are not made available to the public. |
| Form 990, Part XI, line 9: | Self insurance liability reserve -214,232. Changes in Unassigned Surplus -2,386,536. Amortization -2,333,644. Investment to SAP Value 2,739,071. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All Saints Health Foundation | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751947007 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor All Saints Medical Center | Yes (1) | |
| Baylor All Saints Medical Center | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751008430 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Health Care System | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751812652 | Management Services | TX | 501(c)(3) | Line 12b, II | Baylor Scott & White Holdings | Yes (1) | |
| Baylor Health Care System Employee Benefit Trust | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751848557 | VEBA | TX | 501(c)(9) | Baylor Health Care System | Yes (1) | ||
| Baylor Health Care System Foundation | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751606705 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor Health Care System | Yes (1) | |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751037226 | Rehabilitation Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Carrollton | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 454510252 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Irving | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 752586857 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Waxahachie | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751844139 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Centers at Garland and McKinney | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751037591 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Regional Medical Center at Grapevine | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751777119 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Regional Medical Center at Plano | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 820551704 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Research Institute | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751921898 | Research | TX | 501(c)(3) | Line 4 | Baylor Health Care System | Yes (1) | |
| Baylor Scott & White Health | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 463131350 | Management Services | TX | 501(c)(3) | Line 12b, II | Baylor Scott & White Holdings | Yes (1) | |
| Baylor Scott & White Holdings | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 463130985 | Parent | TX | 501(c)(3) | Line 12b, II | 0 | N/A | |
| Baylor Scott & White Medical Center - Centennial | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 824052186 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Scott & White Medical Centers - Capitol Area | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 813040663 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Scott & White Health | Yes (1) | |
| Baylor University Medical Center | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751837454 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Century Integrated Partners Inc | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 810872075 | Physician Services/Emergency Care | TX | 501(c)(3) | Line 3 | Baylor University Medical Center | Yes (1) | |
| HealthTexas Provider Network | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 752536818 | Physician Services | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Hillcrest Baptist Medical Center | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 741161944 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Memorial Hospital | Yes (1) | |
| Hillcrest Family Health Center | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 742730350 | Physician Services | TX | 501(c)(3) | Line 12a, I | Hillcrest Baptist Medical Center | Yes (1) | |
| Hillcrest Physician Services | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 742967081 | Physician Services | TX | 501(c)(3) | Line 12a, I | Hillcrest Baptist Medical Center | Yes (1) | |
| Irving Healthcare Foundation | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751570933 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor Medical Center at Irving | Yes (1) | |
| Scott & White Care Plans | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 822794853 | HMO | TX | 501(c)(4) | Scott & White Health Plan | Yes (1) | ||
| Scott & White Clinic | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 742958277 | Physician Services | TX | 501(c)(3) | Line 10 | Scott & White Healthcare | Yes (1) | |
| Scott & White Continuing Care Hospital | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 202850920 | Long Term Acute Care Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White EMS Inc | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 753242749 | Emergency Transport | TX | 501(c)(3) | Line 10 | Scott & White Memorial Hospital | Yes (1) | |
| Scott & White Foundation-Brenham | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 742460815 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Hospital-Brenham | Yes (1) | |
| Scott & White Healthcare | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 264532547 | Management Services | TX | 501(c)(3) | Line 12b, II | Baylor Scott & White Holdings | Yes (1) | |
| Scott & White Healthcare Foundation | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 273513154 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Brenham | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 742519752 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-College Station | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 274434451 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Marble Falls | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 464007700 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Round Rock | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 203749695 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Taylor | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 741595711 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Memorial Hospital | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 741166904 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Southern Sector Health Initiative | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 263087442 | Diabetes Health & Wellness Center | TX | 501(c)(3) | Line 12a, I | Baylor University Medical Center | Yes (1) | |
| Lake Pointe Operating Company LLC | |||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 260194016 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| Arlington Ortho & Spine Hospital LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 261578178 | Hospital | TX | N/A | 0 | 0 |
| Baylor Affiliated Services LLC | |||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 260614730 | Benefit Plans | TX | N/A | 0 | 0 |
| Baylor Heart and Vascular Center LLP | |||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 752834135 | Specialty Hospital | TX | N/A | 0 | 0 |
| Baylor Surgicare at Baylor Plano LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 813127185 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Baylor Surgicare at Blue Star LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 814638201 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Baylor Surgicare at Ennis LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 274202856 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Baylor Surgicare at Granbury LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 263896477 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Baylor Surgicare at Mansfield LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 271835675 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Baylor Surgicare at North Dallas LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752900902 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Baylor Surgicare at Plano Parkway LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 274282604 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Baylor Surgicare at Plano LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 260308454 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Bellaire Outpatient Surgery Center LLP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 562297308 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| BIR JV LLP | |||||||||
| 4714 Gettysburg Rd | Mechanicsburg | PA | 17055 | 274586141 | Rehabilitation Hospitals | TX | N/A | 0 | 0 |
| Blue Stone Frisco JV LLP | |||||||||
| 1431 Perrone Way | Franklin | TN | 37069 | 812480586 | Outpatient Imaging Centers | TX | N/A | 0 | 0 |
| Blue Stone JV LLP | |||||||||
| 1431 Perrone Way | Franklin | TN | 37069 | 474798129 | Outpatient Imaging Centers | TX | N/A | 0 | 0 |
| BT East Dallas JV LLP | |||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 475119983 | Former Hospital/Wind Down | TX | N/A | 0 | 0 |
| BT Garland JV LLP | |||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 475009342 | Former Hospital/Wind Down | TX | N/A | 0 | 0 |
| BTDI JV LLP | |||||||||
| 1431 Perrone Way | Franklin | TN | 37069 | 462908086 | Outpatient Imaging Centers | TX | N/A | 0 | 0 |
| Centennial ASC LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 352199232 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Dallas Surgical Partners LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 722183815 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Denton Surgicare Partners Ltd | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752708579 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Desoto Surgicare Partners Ltd | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752592508 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| EBD JV LLP | |||||||||
| 8686 New Trails Dr Suite 100 | The Woodlands | TX | 77381 | 455434614 | Free Standing Emergency Hospitals | TX | N/A | 0 | 0 |
| Frisco Medical Center LLP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752865177 | Hospital | TX | N/A | 0 | 0 |
| Ft Worth Surgicare Partners Ltd | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752658178 | Hospital | TX | N/A | 0 | 0 |
| Garland Surgicare Partners Ltd | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752764855 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Grapevine Surgicare Partners Ltd | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752854711 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| HealthTexas Provider Network-Gastro Serv LLP | |||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 731697736 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Heritage Park Surgical Hospital LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 611762781 | Hospital | TX | N/A | 0 | 0 |
| Irving Coppell Surgical Hospital LLP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 542086863 | Hospital | TX | N/A | 0 | 0 |
| Lewisville Surgicare Partners Ltd | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752862263 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Lone Star Endoscopy Center LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 273635726 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| MEDCO Construction LLC | |||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 205965871 | Construction | TX | N/A | 0 | 0 |
| Metrocrest Surgery Center LP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 030380493 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Metroplex Surgicare Partners Ltd | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752567179 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| MSH Partners LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752829613 | Hospital | TX | N/A | 0 | 0 |
| North Central Surgical Center LLP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 201508140 | Hospital | TX | N/A | 0 | 0 |
| North Garland Surgery Center LLP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 562399993 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Park Cities Surgery Center LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 562357079 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Physicians Surgical Center of Ft Worth LLP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 208303422 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Rockwall Ambulatory Surgery Center LLP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 205506447 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Specialty Surgery Center of Fort Worth LP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 201942281 | Inactive | TX | N/A | 0 | 0 |
| Surgery Center of Richardson Phys Pship LP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 200606781 | Inactive | TX | N/A | 0 | 0 |
| Texas Endoscopy Center LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 470985876 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Texas Health Venture Group LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752696845 | Holds interests in ASCs/ Short Stay Hospitals | TX | N/A | 0 | 0 |
| Texas Heart Hospital of the Southwest LLP | |||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 412101361 | Specialty Hospital | TX | N/A | 0 | 0 |
| Texas Regional Medical Center LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 510570864 | Hospital | TX | N/A | 0 | 0 |
| Texas Spine and Joint Hospital LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752951355 | Hospital | TX | N/A | 0 | 0 |
| THVG Bariatric LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 383894636 | Holds interests in Ambulatory Surgery Centers | TX | N/A | 0 | 0 |
| Trophy Club Medical Center LP | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 481260190 | Hospital | TX | N/A | 0 | 0 |
| Tuscan Surgery Center at Las Colinas LLC | |||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 273578014 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| University Surgical Partners of Dallas LLP | |||||||||
| 15305 Dallas Pkwy Suite 1600 | Addison | TX | 75001 | 550823809 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Gateway Diagnostic JV LLC | |||||||||
| 1431 Perrone Way | Franklin | TX | 37069 | 870891986 | Outpatient Imaging Centers | TX | N/A | 0 | 0 |
| Bear Creek Surgery Center LLC | |||||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 465530768 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| SurgCenter of Plano LLC | |||||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 462873916 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
| Surgicare at Weatherford LLC | |||||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 862430796 | Ambulatory Surgery Center | TX | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baylor All Saints Med Cntr at Ft Worth Condo Owners Assoc Inc | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 261661900 | Condo Association | TX | N/A | C | Yes (1) | ||||||||
| Baylor Health Enterprises LP | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751997378 | Fitness Center/Pharmacy | TX | N/A | C | Yes (1) | ||||||||
| Baylor Health Network Inc | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 752463251 | Health Care Consulting Services | TX | N/A | C | Yes (1) | ||||||||
| Baylor Med Ctr at Grapevine Condo Owners Association Inc | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 752747555 | Condo Association | TX | N/A | C | Yes (1) | ||||||||
| Baylor Quality Health Care Alliance LLC | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 454015863 | ACO | TX | N/A | C | Yes (1) | ||||||||
| BMP Incorporated | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751436779 | Post Office | TX | N/A | C | Yes (1) | ||||||||
| BUMCRoberts Condominium Owners Association Inc | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 752897806 | Condo Association | TX | N/A | C | Yes (1) | ||||||||
| Charitable Remainder Trust (51) | |||||||||||||||||
| Investment | TX | N/A | T | 0 | |||||||||||||
| Charitable Lead Trust (3) | |||||||||||||||||
| Investment | TX | N/A | T | 0 | |||||||||||||
| Hillcrest Health Holdings Inc | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 742793367 | Inactive | TX | N/A | C | Yes (1) | ||||||||
| Baylor Scott & White Insurance Company | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 743092083 | Insurance | TX | C | Yes (1) | Scott & White Health Plan | -$8,809,818 | $74,951,349 | 1.00000 | |||||
| Baylor Scott & White Assurance SPC | |||||||||||||||||
| 980589956 | Investment | N/A | C | Yes (1) | 23 Lime Tree Bay | Grand Cayman | CJ | CJ | |||||||||
| APN | |||||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 320416211 | Inactive | TX | N/A | C | Yes (1) | ||||||||
| Spine & Joint Physician Associates | |||||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 473135825 | Inactive | TX | N/A | C | Yes (1) | ||||||||
| SHA LLC | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 752569094 | HMO | TX | C | Yes (1) | Scott & White Health Plan | -$6,208,221 | $151,579,974 | 1.00000 | |||||
| Southwest Life & Health Insurance Company | |||||||||||||||||
| 301 N Washington Ave | Dallas | TX | 75246 | 751085046 | Insurance | TX | N/A | C | Yes (1) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (48 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Baylor All Saints Medical Center | ||
| M | $792,214 | General Ledger |
| Baylor Health Care System Employee Benefit Trust | ||
| L | $13,561,356 | General Ledger |
| Baylor Health Enterprises LP | ||
| M | $32,325,302 | General Ledger |
| Baylor Heart and Vascular Center LLP | ||
| M | $1,602,342 | General Ledger |
| Baylor Medical Center at Waxahachie | ||
| M | $1,569,394 | General Ledger |
| Baylor Medical Centers at Garland and McKinney | ||
| M | $1,290,385 | General Ledger |
| Baylor Quality Health Care Alliance LLC | ||
| M | $226,029 | General Ledger |
| Baylor Regional Medical Center at Grapevine | ||
| M | $536,911 | General Ledger |
| Baylor Regional Medical Center at Plano | ||
| M | $709,914 | General Ledger |
| Baylor Scott & White Health | ||
| K | $4,253,000 | General Ledger |
| Baylor Scott & White Health | ||
| M | $17,618,845 | General Ledger |
| Baylor Scott & White Medical Centers - Capitol Area | ||
| M | $3,455,771 | General Ledger |
| Baylor University Medical Center | ||
| M | $6,905,318 | General Ledger |
| Baylor University Medical Center | ||
| R | $214,232 | General Ledger |
| BIR JV LLP | ||
| M | $4,805,345 | General Ledger |
| BTDI JV LLP | ||
| M | $933,012 | General Ledger |
| Century Integrated Partners Inc | ||
| M | $1,773,639 | General Ledger |
| Frisco Medical Center LLP | ||
| M | $467,026 | General Ledger |
| Health Texas Provider Network | ||
| M | $3,662,967 | General Ledger |
| Hillcrest Baptist Medical Center | ||
| M | $31,431,800 | General Ledger |
| Hillcrest Family Health Center | ||
| M | $1,807,426 | General Ledger |
| Hillcrest Physician Services | ||
| M | $2,197,202 | General Ledger |
| Baylor Scott & White Insurance Company of Scott & White | ||
| L | $5,071,555 | General Ledger |
| MSH Partners LLP | ||
| M | $395,828 | General Ledger |
| Scott & White Care Plans | ||
| L | $17,969,002 | General Ledger |
| Scott & White Clinic | ||
| M | $68,986,207 | General Ledger |
| Scott & White Continuing Care Hospital | ||
| M | $2,803,699 | General Ledger |
| Scott & White EMS Inc | ||
| M | $337,998 | General Ledger |
| Scott & White Hospital - Brenham | ||
| M | $2,111,837 | General Ledger |
| Scott & White Hospital - College Station | ||
| M | $27,806,640 | General Ledger |
| Scott & White Hospital - Marble Falls | ||
| M | $9,140,428 | General Ledger |
| Scott & White Hospital - Round Rock | ||
| M | $35,488,241 | General Ledger |
| Scott & White Hospital - Taylor | ||
| M | $3,431,637 | General Ledger |
| Scott & White Memorial Hospital | ||
| L | $387,380 | General Ledger |
| Scott & White Memorial Hospital | ||
| M | $151,945,045 | General Ledger |
| SHA LLC | ||
| L | $8,542,088 | General Ledger |
| Texas Heart Hospital of the Southwest LLP | ||
| M | $377,680 | General Ledger |
| Arlington Orthopedic and Spine Hospital | ||
| M | $133,258 | General Ledger |
| Baylor Medical Center at Irving | ||
| M | $482,721 | General Ledger |
| Baylor Scott & White Medical Center - Centennial | ||
| M | $600,616 | General Ledger |
| Lake Poine Operating Company LLC | ||
| M | $533,378 | General Ledger |
| North Central Surgical Center LLP | ||
| M | $178,496 | General Ledger |
| Texas Regional Medical Center LLC | ||
| M | $53,737 | General Ledger |
| Tuscan Surgery Center at Los Colinas LLC | ||
| M | $219,402 | General Ledger |
| Fort Worth Surgicare Partners Ltd | ||
| M | $121,669 | General Ledger |
| EBD JV LLP | ||
| M | $87,356 | General Ledger |
| Baylor Scott & White Health | ||
| L | $5,385,795 | General Ledger |
| Blue Stone JV LLP | ||
| M | $83,614 | General Ledger |