2020-07-13T19:18:44-05:00 2019-06-30 990 2018-07-01 741166904 Scott & White Memorial Hospital SCOT 2542159256 301 N Washington Avenue Dallas TX 75246 Alita Risinger VP Finance/CFO 2542159256 2020-07-13 198.205.17.200 2020-07-13 16:41:09 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F69B38D82BF9EF87EAFFF5E726F8CE2CA653FDF4 2018 2020-09-22 18:59:49Z X Baylor Scott & White Medical Center-Temple Shahin Motakef 2401 S 31st Street Temple TX 76508 1377765033 0 X www.bswhealth.com X 1949 TX Faith based acute care hospital providing exemplary patient care, medical education, medical research and community service to residents of the Central Texas region since 1897. 19 10 7953 245 853834 -154056 17816747 37441598 1206479145 1275577330 23840440 7112245 5375596 -1057643 1253511928 1319073530 3006499 16420071 0 0 363756780 361477356 0 0 0 642463238 631233121 1009226517 1009130548 244285411 309942982 1638379088 1781965180 308823390 118144680 1329555698 1663820500 X Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. 0 0 758130939 16420071 1246161214 See Schedule OScott & White Memorial Hospital is a faith based, nonprofit hospital providing exemplary patient care services to the residents of Bell County and the surrounding communities since 1904. Locations include Baylor Scott & White Medical Center - Temple (BSW Temple), a 576-bed acute care hospital and Baylor Scott & White McLane Children's Medical Center, a 64 room children's hospital. Collectively, both locations as well as other outpatients departments functions as a major patient care, research and medical education center of the Southwest and serves local, national and international patients.This hospital is affiliated with Baylor Scott & White Health (BSWH), a faith based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare. Today, BSWH includes 50 hospitals, over 1,000 patient care sites, approximately 7,500 active physicians, more than 49,000 employees and the Scott & White Health Plan.BSW Temple is one of the system's two flagship hospitals and provides inpatient and outpatient medical services to treat individuals with diseases, illnesses and injuries of varying complexities. Services include providing patients with innovative methods of prevention, diagnosis, treatment, education and support consistent with a quality teaching and research hospital. Multidisciplinary interaction among physicians helps ensure comprehensive care for all stages of illness through all stages of life. Many of the major health care programs have received national recognition and honors, including the Level I Trauma Center and Neonatal Intensive Care Unit. During the fiscal year, BSW Temple admitted 32,534 patients resulting in 158,600 patient days; delivered 2,509 babies, and received 76,010 emergency department visits. Baylor Scott & White McLane Children's Medical Center admitted 3,087 patients resulting in 12,636 patient days, and received 27,155 emergency department visits. Additionally, these hospitals provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas Statutory methodology) of $123,964,337 and provided community benefits (as reported on the Internal Revenue Service (IRS) Form 990, Schedule H) of $114,127,313 during the tax year. See Schedule H for more information regarding these services and how the hospitals promote the health of the communities. 70270018 18217914 See Schedule OBSWH is the primary teaching affiliate to the Texas A&M University System Health Science Center College of Medicine (the "College of Medicine"), with the BSW Temple main campus being the primary BSWH teaching location. BSWH and clinical facilities in College Station, TX, Round Rock, TX, Brenham, TX and Taylor, TX also participate in teaching activities. The College of Medicine is a fully accredited, four year medical school. Currently more than 151 medical students receive their clinical training at BSWH. Virtually all physicians on the Scott & White Clinic, an affiliate of BSWH, staff hold faculty appointments at the College of Medicine and teach classes for second through fourth year students. BSWH also hosts rotations for fourth-year students from many other medical schools. The BSWH Graduate Medical Education Program currently consists of 39 resident and fellowship programs with 461 residents and fellows receiving training for the fiscal year ending June 30, 2019. BSWH hosted medical students in their 4th year rotations from approximately 50 different universities. BSW Temple self-funded approximately $52 million to support medical education activities during the fiscal year ended June 30, 2019.The main BSW Temple campus serves as the clinical campus for the Scott & White College of Nursing at the University of Mary Hardin-Baylor in Belton, Texas. A baccalaureate degree program is offered through the School of Nursing. BSW Temple also facilitates the clinical training of registered nurses and licensed vocational nurses in cooperation with Temple College and Central Texas College in Killeen, Texas. A Master's of Science in Nursing degree program is offered through Texas A&M University-Corpus Christi. In total, more than 1,000 nursing students rotate through BSW Temple annually. 14526914 6512619 See Schedule OOne of the cornerstones of BSW Temple's mission is providing quality patient care with a focus on research aimed at discovering cost-effective ways to treat patients, increasing patient safety, improving quality and focusing on better outcomes. Research is led through a multidisciplinary team comprised of principal investigators, contracts and finance specialists, compliance and regulatory specialists, research coordinators, nurses, managers and directors, data analysts and lab assistants, among others. The group oversees research activities supporting nearly 100 trials producing results that are published in major scientific journals and reported at medical and scientific meetings. BSW Temple supports research in many areas, including oncology, cardiovascular, applied health, bone, joint and spine, neuroscience, trauma and mental health, among others. The following is a brief snapshot of select clinical, translational and applied health programs conducted in 2019:Cardiovascular research: BSW Temple holds a robust cardiovascular portfolio. Each year, we enroll and monitor hundreds of patients as part of major clinical trials examining therapeutic and surgical approaches and outcomes, new medications and new devices. Our cardiovascular research has included work in the following areas: aortic valve disorders, mitral valve disorders, vascular/TAA conditions, atrial fibrillation, and heart failure.Oncology research: For nearly 40 years, we have been at the forefront of cancer care and research providing personalized, comprehensive and compassionate care for patients. We conduct clinical trials aimed at advanced screenings, prevention, diagnostic, and treatment options to ensure our efforts align with advancing the best in class services offered within our system. The program supported nearly 50 studies in 2019 in the following areas: pediatric cancers, glioblastoma and other neuro, colorectal and other GI cancers, solid tumors, blood and bone marrow cancers, and skin cancers.Applied health research: The Center for Applied Health Research (CAHR) is a collaborative, multidisciplinary research program. It brings together clinicians, educators and researchers with expertise in areas such as health services research, administrative data extraction and reduction, derivation of care and outcome measures from archival medical records, community-based health research, statistical analysis, research mentoring, patient-centered safety, patient activation research and academic development of clinicians. CAHR efforts focus on the development and testing of innovative care models within health care and community settings, studying the impact of care delivery on the health and well-being of individuals and families, and examining the larger impact of health programs on population health. Mental and behavioral health research: Warriors Research Institute's (WRI) mission is to improve the quality of care available to military veterans and emergency responders. WRI develops and disseminates new treatments for those suffering the sequelae of toxic or traumatic work events, provides and evaluates state-of-the-art experimental treatments, and trains future generations of treatment providers in evolving evidence-based care. WRI researchers have participated in 12 research projects, yielding over 40 manuscripts. Additionally, they have been involved in 100+ national/international presentations, and WRI leaders also mentoring staff and volunteers, serving on 11 boards, committees, and panels, and consulting for the International Association of Firefighters (IAFF) and the National Development and Research Institutes (NDRI). 842927871 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 0 0 1 460 0 1 7953 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Laurie Hengst 2542159259 2401 S 31st Street Temple TX 76508 Angel Caldera MD Trustee 1.00 40.00 X 0 720649 48375 Erin Bird MD Trustee 1.00 40.00 X 0 590893 50818 Madhava R Beeram MD Trustee 1.00 40.00 X 0 749380 103374 Timothy Bittenbinder MD Trustee (thru 5/16/19) 1.00 40.00 X 0 925146 119231 Thomas Burdett Trustee 1.00 1.00 X 0 0 0 Louis S Casey Jr Trustee 1.00 2.00 X 0 0 0 Bill DiGaetano Trustee (eff 2/21/19) 1.00 1.00 X 0 0 0 John Erwin III MD Trustee (eff 12/31/18) 1.00 40.00 X 0 816838 86257 Wayne Fisher Trustee/Chair 1.00 1.00 X X 0 0 0 Morris E Foster Trustee 1.00 1.00 X 0 0 0 Robert Garriott Trustee (thru 2/21/19) 1.00 1.00 X 0 0 0 Donald R Grobowsky Trustee 1.00 2.00 X 0 0 0 Jim Kruse Trustee 1.00 2.00 X 0 0 0 Terry Maness Trustee (eff 2/21/19) 1.00 1.00 X 0 0 0 Drayton McLane III Trustee 1.00 1.00 X 0 0 0 Tresa McNeal MD Trustee 1.00 40.00 X 0 357307 37616 James H Mills Trustee 1.00 1.00 X 0 0 0 Michael D Reis MD Trustee 1.00 40.00 X 0 702438 97794 William Rogers Trustee/Vice Chair 1.00 1.00 X X 0 0 0 Robin W Watson MD Trustee 1.00 40.00 X 0 749395 113150 Mark Montgomery MD Trustee 1.00 40.00 X 0 756677 48553 John P Cunningham JD Secretary (thru 12/31/18) 1.00 40.00 X 0 445344 38473 Shahin Motakef President/CEO - Memorial 40.00 0.00 X 1197935 0 279174 Alita Risinger VP Finance/CFO 40.00 0.00 X 326217 0 16718 Enid Wade Secretary (eff 2/25/19) 1.00 40.00 X 0 316009 60510 John L Boyd III MD President - McLane Children's 40.00 0.00 X 918303 0 35586 Gerald Bryant CNO-Memorial (thru 3/23/19) 40.00 0.00 X 363613 0 17956 Ellen Hansen CNO/COO-McLane (thru 12/4/18) 40.00 0.00 X 456736 0 27934 Stephen Sibbitt MD Chief Medical Officer 1.00 40.00 X 0 782239 104698 Annilyn Donnell VP Patient Care 40.00 0.00 X 240972 0 33412 Candice Gourley VP Surgical Services 40.00 0.00 X 253390 0 18293 Ronald W Holder Jr VP Operations-Temple Region 40.00 0.00 X 261155 0 35138 Thomas K Meyer VP Operations-Temple Region 40.00 0.00 X 258568 0 27950 Richard Naser Jr VP Operations-Temple Region 40.00 0.00 X 244618 0 27188 Penny Cermak Former Officer 0.00 40.00 X 0 676348 156834 Ravindranath A Kallur Former Key Employee 40.00 0.00 X 292825 0 53994 Donald Wesson MD Former Key Employee 0.00 40.00 X 0 941149 19865 4814332 9529812 1658891 284 1 1 0 Scott & White Clinic 2401 S 31st Street Temple TX 76508 Clinical/Administrative Svcs 52811680 Aramark Services Inc PO Box 651009 Charlotte NC 252651009 Engineering/Food Services 28742059 MEDCO Construction LLC 4005 Crutcher St Ste 200 Dallas TX 75246 Construction Services 26306356 North Texas Healthcare Laundry PO Box 535849 Grand Prairie TX 75053 Laundry Services 2044570 Associated Reg & University Pathologists PO Box 27964 Salt Lake City UT 84127 Lab Services 1701851 80 28160265 4510809 4770524 463047 37441598 Patient Care 622110 1196244497 1195390663 853834 Pharmacy Revenue 446110 58233794 58233794 Education 611310 18217914 18217914 Research 541715 1793385 1793385 Rent 531120 468605 468605 619135 619135 1275577330 3213717 3213717 7538 7538 35280 622 34658 34658 34658 62529915 59494 58394247 296634 4135668 -237140 3898528 3898528 Cafeteria/Vending 722514 2926613 2926613 Gift Shop/Retail 453220 659131 659131 Timing Diff (rev proc) 900099 -4685583 -4685583 -1099839 1319073530 1270037913 853834 10740185 X 16066571 16066571 353500 353500 3489785 3489785 83621 83621 291185693 281050992 10134701 11492622 11092301 400321 29421214 28397609 1023605 25804421 24955507 848914 98129 98129 2500 2500 135826 135826 214461625 67763215 146698410 487546 464231 23315 11451198 11264255 186943 71316633 71184429 132204 25493159 24393080 1100079 1013404 931491 81913 1046514 1027415 19099 146604 146604 37410033 36691829 718204 445907 445907 Medical Supplies 223852751 223852751 LPPF Expenses 34871889 34871889 Non-Medical Supplies 4786853 4326296 460557 Indigent Care Expense 2218899 2218899 1993651 1791386 202265 1009130548 842927871 166202677 0 42635497 12800787 1231781 34433761 2609000 131763556 135856678 20644516 21687183 41153475 13571410 1117782302 606260999 480518982 511521303 2479622 152819383 204785 726584658 763975256 191367001 132485634 1638379088 1781965180 265741996 60380593 891477 663789 42189917 57100298 308823390 118144680 X 1125344803 1522599756 154561808 102846238 49649087 38374506 1329555698 1663820500 1638379088 1781965180 X 309942982 828666 23493154 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 40286 1 135826 0 0 176112 0 Part II-B, Line 1: Statement Regarding Legislative Activity: Health care policy is critical to all Americans, and the Organization 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. The Organization has established relationships with persons and industry associations that often communicate the Organization's positions on major health care issues. These contacts may include direct contact, telephone conversations and/or letters. Also, the Organization may attempt to educate the local community on certain legislative initiatives that may impact the Organization'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. The Organization has not intervened in any political campaign. 121858590 739000 3559340 45581781 80575149 111978770 93820 13604938 3818938 121858590 112740965 280750 5373209 6416154 111978770 110766716 755300 2598004 1379055 112740965 108724315 1492532 2741722 2190871 982 110766716 0.51600 0.27080 0.21320 0 1 1 40815745 40815745 777573233 391524693 386048540 288197403 214736306 73461097 11195921 11195921 511521303 Investment in Metroplex Adventist Hospital 31416323 F Investment in Scott & White EMS, Inc. -1638350 F Investment in Hillcrest Baptist Medical Center 111719321 F Investment in Baylor Scott & White Quality Alliance 1630817 C Investment in Scott & White Healthcare 620847145 C 763975256 KDH Acquisition Costs 627492 HBMC Acquisition Costs 855715 Interest in Net Assets of Related Foundation 130997427 Other Assets 5000 132485634 Retirement Plan 32334596 Environmental 7083898 340B Liability 10500000 Restricted research 6390614 CRT 791190 57100298 X Part V, Line 4: The Baylor Scott & White Central Texas Foundation endowments provide support for the activities and purposes of BSW Holdings and its affiliated entities (collectively, "BSWH"). They enable BSWH to advance its medical objective and mission, including sponsorship of patient care, research, and educational and training programs. Part X, Line 2: The filing organization does not have separate individual audited financial statements; however, the organization is included in BSW Holdings' combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes". As of June 30, 2019 and 2018, the System had no material gross unrecognized tax benefits. Central America and the Caribbean 0 0 Program Services Mission Trips 6509 East Asia and the Pacific 0 0 Program Services Medical Education 4305 North America 0 0 Program Services Medical Education 2103 Central America and the Caribbean 0 0 Investments 204785 Sub-Saharan Africa 0 0 Program Services Medical Education 2341 0 0 0 0 0 0 220043 0 220043 0 0 1 0 1 0 Part I, line 3: Accrual Basis 1 1 X 1 X 1 X 500.000000000000 1 1 0 1 1 45528447 45528447 0.04510 142120324 155929564 0 0.00000 8052133 2965394 5086739 0.00500 195700904 158894958 50615186 0.05010 658350 658350 0.00070 70270018 18217914 52052104 0.05160 9500000 9500000 0.00940 15067778 6512619 8555159 0.00850 2787378 2787378 0.00280 98283524 24730533 73552991 0.07300 293984428 183625491 124168177 0.12310 1 63708806 0 370081294 315341659 54739635 X 1 1 1 1 Baylor Scott & White Med Center-Temple 2401 S 31st Street Temple TX 76508 www.bswhealth.com 000537 X X X X X X Baylor Scott & White Medical Ctr-Temple 1 0 0 1 X X X X X X X X X 18 1 1 0 1 X www.BSWHealth.com/CommunityNeeds X 1 18 1 www.BSWHealth.com/CommunityNeeds 0 1 X 200.000000000000 500.000000000000 X X 1 1 X X X 1 X https://www.bswhealth.com/financialassistance X https://www.bswhealth.com/financialassistance X https://www.bswhealth.com/financialassistance X X X X X X X 1 X 0 X X X X X 1 X 0 0 Baylor Scott & White Medical Ctr-Temple Part V, Section B, Line 5: One (1) focus group with a total of 15 participants, as well as eight (8) key informant interviews, were conducted to take into account the input of persons representing the broad interests of the community served. The focus group and interviews solicited feedback from leaders and representatives who serve the community and have insight into community needs. Prioritization sessions were also held with hospital clinical leadership and/or other community leaders to identify significant health needs from the assessment and prioritize them. The focus group familiarized participants with the CHNA process and solicited input to understand health needs from the community's perspective. Focus groups, formatted for individual as well as small group feedback, helped identify barriers and social determinants influencing the community's health needs. Barriers and social determinants were new topics added to the 2019 community input sessions.Watson Health conducted key informant interviews for the community served by the hospital facilities. The interviews aided in gaining understanding and insight into participants concerns about the general health status of the community and the various drivers that contributed to health issues. Participation in the qualitative assessment included at least one state, local, or regional governmental public health department (or equivalent department or agency) with knowledge, information, or expertise relevant to the health needs of the community, as well as individuals or organizations who served and/or represented the interests of medically underserved, low-income and minority populations in the community. Participation from community leaders/groups, public health organizations, other healthcare organizations, and other healthcare providers (including physicians) ensured that the input received represented the broad interests of the community served.The following is a list of groups consulted: Area Agency on Aging of Central Texas, Baylor Scott & White Health, Bell County Indigent Health Svc Department, Bell County Public Health District, Bell/Lampasas Counties Community Supervision and Corrections Department, Belton Independent School District, Body of Christ Community Clinic, Central Texas Catholic Charities, Central Texas Food Bank, Christ Episcopal Church, CTLC and Feed My Sheep, Greater Killeen Community (Free) Clinic, Lulac Council 4971, Temple Independent School District, Texas A&M Agrilife Extension Service, Texas Christian Community Development Network, Texas Department of State Health Services Region 7, United Way of Central Texas, and Workforce Solutions of Central Texas. Baylor Scott & White Medical Ctr-Temple Part V, Section B, Line 6a: Baylor Scott & White Continuing Care HospitalScott & White Medical Center - Temple:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2019, the 15th day of the fifth month after the 2018 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Baylor Scott & White Medical Ctr-Temple Part V, Section B, Line 11: The hospital is committed to serving the community by adhering to its charitable mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities and/or other health care organizations in the community to complete a joint community health needs assessment and develop a joint implementation strategy to address the health needs of the community while meeting certain federal and state requirements. These hospitals will address all significant community health needs (except the need(s) listed below) based on the anticipated impact to the community, hospital resources available, and the expertise of each respective hospital facility. Specific actions can be found in the joint implementation strategy that is made widely available on the hospital's website at www.BSWHealth.com/CommunityNeeds.The following identified needs have not been addressed in the joint community benefit implementation plan: Mental Health and Sexually Transmitted Infections.There are multiple community and state agencies whose expertise and infrastructure are better suited for meeting the needs not addressed in the Community Health Implementation Strategies. Therefore, BSWH leadership has opted to focus its resources on the listed priorities for the betterment of the community. Baylor Scott & White Medical Ctr-Temple Part V, Section B, Line 16j: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Baylor Scott & White Medical Ctr-Temple Part V, Section B, Line 20e: A copy of the Plain Language Summary is included on the back of every billing statement. 36 1 - BSW Clinic-Temple Pavilion 1815 S 31st Street Temple TX 76504 Specialty clinic 2 - BSW McLane Childrens Spec Clinic Temple 1901 SW HK Dodgen Loop Temple TX 76502 Specialty clinic 3 - BSW Specialty Clinic-Killeen Hemingway 2405 S Clear Creek Rd Killeen TX 76549 General and specialty clinic 4 - BSW Center for Diagnostic Medicine 1605 S 31st Street Temple TX 76508 General and specialty clinic 5 - BSW Clinic-Killeen 3801 Scott White Drive Killeen TX 76543 General and specialty clinic 6 - BSW Clinic-Waco 7700 Fish Pond Rd Waco TX 76710 General and specialty clinic 7 - BSW Specialty Clinic-Waco MOB I 50 Hillcrest Medical Blvd Bldg 1 Waco TX 76710 Specialty clinic 8 - BSW Clinic-Temple South Loop 2601 Thorton Lane Temple TX 76502 Specialty clinic 9 - BSW McLane Childrens Spec Clinic Waco 120 Hillcrest Blvd Ofc Bldg II Ste 101 Waco TX 76712 General and specialty clinic 10 - BSW Specialty Clinic-Waco MOB II 120 Hillcrest Medical Blvd Ste 305 Waco TX 76712 Specialty clinic 11 - BSW Mental Health Clinic-Harker Heights 326 Morgan Street Ste D Harker Heights TX 76548 Specialty clinic 12 - BSW McLane Childrens Clinic-Waco 120 Hillcrest Blvd Ofc Bldg II Ste 200 Waco TX 76712 General and specialty clinic 13 - BSW Clinic-Temple Westfield 7556 Honeysuckle Temple TX 76502 General and specialty clinic 14 - BSW Clinic-Temple Santa Fe 1402 West Ave H Temple TX 76504 Family medicine 15 - BSW Clinic-Killeen West 4501 S Clear Creek Rd Killeen TX 76542 Family medicine 16 - BSW Clinic-Temple Northside 409 W adams Street Temple TX 76501 Family medicine 17 - BSW Clinic-Belton South 1001 Arbor Park Dr Belton TX 76513 General and specialty clinic 18 - BSW Clinic-Belton 1505 N Main Street Belton TX 76518 General and specialty clinic 19 - BSW McLane Children's Clinic-Temple West 6684 West Adams Temple TX 76502 General and specialty clinic 20 - BSW Cancer Center-Killeen 2207 S Clear Creek Rd Killeen TX 76549 Specialty clinic 21 - BSW McLane Children's Clinic-Belton 1009 Arbor Park Dr Belton TX 76513 General and specialty clinic 22 - BSW Clinic-Cameron 101 Lafferty Ave Cameron TX 76520 General and specialty clinic 23 - BSW Clinic-Temple Professional Plaza II 1713 SW HK Dodgen Loop Ste 100 Temple TX 76502 Specialty clinic 24 - BSW Clinic-Gatesville 319 Highway 36 Ste 401 Gatesville TX 76528 General and specialty clinic 25 - BSW ObGyn Clinic-Waco 120 Hillcrest Blvd Ofc Bldg II Ste 201 Waco TX 76712 General and specialty clinic 26 - BSW Clinic-Hewitt 510 N Hewitt Dr Hewitt TX 76643 Family medicine 27 - BSW Clinic-Bellmead 556 North Loop 340 Bellmead TX 76705 General and specialty clinic 28 - BSW Clinic-Salado 3525 FM 2484 Salado TX 76571 Family medicine 29 - BSW Clinic-Harker Heights 907 Mountain Lion Circle Harker Heights TX 76548 Family medicine 30 - BSW Clinic-Moody 498 Ave E Moody TX 76557 General and specialty clinic 31 - BSW Cosmetic Surgery Center-Temple 2117 S 61st St Temple TX 76504 Surgery Center 32 - Waco Sleep Center 5801 Crosslake Parkway Ste 172 Waco TX 767126948 Specialty clinic 33 - BSW Dialysis Center-Round Rock 2120 Mays Ste 230 Round Rock TX 786642107 Specialty clinic 34 - BSW Dialysis Center-Killeen 3701 Scottand White Dr Killeen TX 765415228 Specialty clinic 35 - BSW Dialysis Center-Killeen West 2201 S WS Young Killeen TX 76543 Specialty clinic 36 - BSW Dialysis Center-Temple 2601 Thornton Lane Temple TX 76502 Specialty clinic Part I, Line 3c: and Line 3b: In addition to providing free care to financially indigent patients at 200% of the federal poverty guidelines ("FPG"), the organization provides discounted care to the medically indigent which is based on both the FPG (up to 500%) and the percentage of the patient's total bills from all Baylor Scott & White Health related providers in relation to the patient's annual income. Part I, Line 6a: The organization prepares and files an Annual Report of Community Benefit Plan with the Texas Department of State Health Services. This report is made available through the organization's website at www.BSWHealth.com/CommunityNeeds. Part I, Line 7: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a - 7d. For amounts reported on lines 7e - 7k, actual expenses for each community benefit activity are tracked and reported using both community benefit software and/or the organization's cost accounting system.Part I, Line 7i, Column (c): Includes charity care payments of $1,804,208 that are made directly to or on the behalf of a local public hospital and/or other nonprofit organizations for the treatment of indigent patients of those organizations. Part I, Ln 7 Col(f): The amount of bad debt expense included on Form 990, Part IX, line 25, but removed for Schedule H, Part I, Line 7, Column (f) totaled $0. Part III, Line 4: As stated in the combined audited financial statements, "The System maintains allowances for uncollectible accounts for estimated losses resulting from a payor's inability to make payments on accounts. The System assesses the reasonableness of the allowance account based on the historical write-offs, cash collections, the aging of the accounts and other economic factors. Accounts are written off when collection efforts have been exhausted. Management continually monitors and adjusts its allowance associated with its receivables." Bad debt does not include amounts for patients who are known to qualify under the organization's charity care policy. The amount of bad debt attributable to patient's accounts is net of contractual allowance, payments received and recoveries of bad debt previously written off. The Organization has entered zero on Schedule H, Part III, Line 3; however, based on prior experience and certain demographics and other information obtained during admission, the organization believes a portion of the bad debt expenses (estimated to range from 1-5%) would be attributable to patients that would otherwise qualify for charity care. Despite all of the effort and ways the organization educates patients about qualifying for its charity care program as demonstrated in Part VI, question 3 below, many uninsured patients either refuse or fail to complete a charity care application or provide sufficient information at the time of admission, during their stay or after being discharged to qualify for assistance under the organization's charity care policy. Part III, Line 9b: The organization's patient billing and collection policy prohibits any collection efforts for the portion of the account balance that qualifies for financial assistance under the organization's financial assistance policy. For any remaining balances due, the same policy contains the actions that may be taken in the event of nonpayment, which are applied equally to all patient types. The policy is made widely available to the public on the organization's website https://www.bswhealth.com/financialassistance. Part VI, Line 2: During the fiscal year ending June 30, 2019, the Organization conducted a Community Health Needs Assessment (CHNA) to assess the health care needs of the community for each of its licensed hospital facilities and developed an implementation strategy to address the needs identified in the CHNAs. The CHNAs were conducted in accordance with state and federal guidelines including Internal Revenue Code Section 501(r) and the Texas Health and Safety Code Section 311. These CHNAs and implementation strategies have been made widely available to the public and are located on the Organization's website at the following address: www.BSWHealth.com/CommunityNeeds. Part VI, Line 3: The organization is committed to promoting health in the community including providing or finding financial assistance programs to assist patients. Patients who may qualify for financial assistance through the organization's charity care program or other federal, state and local government programs are informed and educated about their eligibility in several ways including, but not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policy is posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital will automatically receive help from a financial counselor. These services are provided in writing and through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Part VI, Line 4: The organization operates a hospital facility that primarily serves the geographical area of Bell county. Additional information regarding the community can be found below, and in the hospital's community health needs assessment and implementation strategy located on the organization's website at www.BSWHealth.com/CommunityNeeds.The population is approximately 359,046 with a median household income for the ZIP codes within this community ranging from $30,247 to $80,247. There were eight ZIP codes with median household incomes less than $50,200, twice the 2018 Federal Poverty Limit for a family of four.The population of the community served is expected to grow 7.0% by 2023, an increase of more than 25,000 people. The 7.0% projected population growth is slightly lower than the state's 5-year projected growth rate (7.1%) and higher compared to the national projected growth rate (3.5%). The ZIP codes expected to experience the most growth in five years are 76549 Killeen 4,760 people, 76542 Killeen 4,559 people, 76544 Fort Hood 3,202 people, and 76502 Temple 3,149 people.The community's population skewed younger with 42.0% of the population ages 18-44 and 28.2% under age 18. The largest cohort (18-44) is expected to grow the least (5,101 people by 2023). Meanwhile, the age 65 plus cohort was the smallest but is expected to experience the fastest growth (19.7%) over the next five years, adding 7,176 seniors to the community. Growth in the senior population will likely contribute to increased utilization of services as the population continues to age. Population statistics can be analyzed by race and by Hispanic ethnicity. The community was primarily white non-Hispanic (45.6%), followed by the black non-Hispanic population (20.9%). The total non-Hispanic population is expected to grow just 3.5%, while the non-Hispanic population will grow 17.1% adding 15,508 Hispanic residents. The white non-Hispanic population is expected to slightly decrease (-0.3%).A majority of the population (43%) were insured through employer sponsored health coverage; followed by a group of those without health insurance (23%). The next largest groups of the population were Medicaid (13%) and Medicare (12%). The smallest group were those covered by private market plans (the purchasers of coverage directly or through the health insurance marketplace) at 8%.The community includes two (2) Health Professional Shortage Areas and two (2) Medically Underserved Areas as designated by the U.S. Department of Health and Human Services Health Resources Services Administration. Part VI, Line 5: With the oversight of the organization's board and Baylor Scott & White Holdings, the organization's ultimate parent, the organization's hospital facilities and/or other health care facilities have promoted health and benefited the community by providing exemplary health care, medical education, research and other community services. The organization's governing body includes volunteer community representatives that provide leadership and governance for the organization. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for the organization. The members are well respected residents and/or own businesses in the organization's primary or secondary service area and understand the needs of the community. The medical staff of the organization is open to all physicians in the community who meet membership and clinical privilege requirements. As a nonprofit organization surplus funds are continuously invested back to the community and are utilized to maintain access to limited patient care services or expand access points of care to patients throughout the community. These efforts are generally targeted to meet the community health needs identified in the community health needs assessment conducted by each of the hospital facilities. More information of these efforts can be found in the written implementation strategies that have been made widely available to the public and are located on the organization's website at the following address: www.BSWHealth.com/CommunityNeeds. Below are summaries of a few of the hospital's key patient care services or community benefit programs designed to promote the health of the community. The organization provides financial assistance in the form of charity care to patients who are indigent and satisfy certain eligibility requirements. Additionally, the organization is committed to treating patients who are eligible for means tested government programs such as Medicaid and other government sponsored programs including Medicare, which is provided regardless of the reimbursement shortfall, and thereby relieves the state and federal government of the burden of paying the full cost of care for these patients. Often, patients are unaware of the federal, state and local programs open to them for financial assistance, or they are unable to access them due to the cumbersome enrollment process required to receive these benefits. The organization offers assistance in enrollment to these government programs or extends financial assistance in the form of charity care through the organization's Financial Assistance Policy which can be located on the organization's website at www.bswhealth.com/financialassistance.The Organization provides a comprehensive Level I trauma center; the only Level I Trauma Center between Dallas and Austin Texas. The trauma services division has dedicated trauma and stroke teams, providing 24-hour coverage of emergency services. The organization offers cohesive transplant services through teams of highly-qualified physicians, surgeons and medical staff that offer the expertise and compassion to serve the unique needs of transplant surgery patients. Based at its hospital campus in Temple, the transplant program is the only one between Austin and Dallas, performing numerous transplants with quality outcomes. With shorter than average wait times and quality outcomes, the transplant program offers live-saving opportunities close to home.Medical education is a crucial part of the organization's mission. The organization annually trains residents and fellows in 39 specialties with 461 residents and fellows receiving training in the fiscal year ending June 30, 2019. As a renowned teaching hospital, the organization attracts first-rate medical specialists who help improve the level of medical care for the entire community and provide a continuous supply of well-trained medical professionals for the Central Texas region. As part of a health system with renowned teaching facilities, the organization attracts first-rate medical specialists who help improve the level of medical care for the entire community. The organization is also committed to assisting with the preparation of future nurses at entry and advanced levels of the profession to establish a qualified workforce. During a nurses training, clinical skills and professional competencies are developed to provide the nurse with the ability to take on increasing responsibility for patient care. Quality teaching programs add many dimensions to the organization's ability to serve patients. The efforts are coordinated through strong affiliations with schools of nursing in Central and North Texas. The nurses trained at the organization's hospital facility are not obligated to join the staff although many remain in Texas to provide top quality nursing services to many health care institutions.The organization's main hospital campus in Temple serves as the clinical campus for the Baylor Scott & White College of Nursing at the University of Mary Hardin-Baylor in Belton, Texas. A baccalaureate degree program is offered through the School of Nursing. In addition, the organization also facilitates the clinical training of registered nurses and licensed vocational nurses in cooperation with Temple College and Central Texas College in Killeen, Texas. A Master's of Science in Nursing degree program is offered through Texas A&M University-Corpus Christi. In total, more than 1,000 nursing students rotate through the Temple hospital campus annually. The organization also hosts allied health-training programs in its own name and in affiliation with other academic institutions, taught by nationally recognized physicians and professionals. These training programs and seminars are open to all medical professionals, as well as internal staff. The organization promotes and supports its scholarly mission through both basic and translational research activities to ensure innovative treatments are quickly available to patients in unique need through the Baylor Scott & White Research Institute (BSWRI) and research laboratories throughout the Baylor Scott & White Health system. Basic and applied research includes pharmaceutical studies ranging from early development cancer studies to large studies measuring the efficacy of nasal flu vaccine. New areas of health services research focusing on methods of care for the nation's aging population have also recently been initiated. Research discoveries of the Organization and BSWRI are frequently published in major peer-reviewed scientific journals and reported to national and international medical and scientific audiences. In fiscal year ending June 30, 2019 the Organization sponsored research studies totaling more than $8 million. Research discoveries of the Organization are frequently published in major peer-reviewed scientific journals and reported to national and international medical and scientific audiences.The organization is also committed to promoting the health and well-being of individuals and families beyond the health activities of the traditional hospital or clinic setting through its community outreach programs. Community outreach and preventative health care are important areas of focus that fuel the organization's efforts to screen and educate local residents to improve the overall health and wellness of the community its services. Prevention leads to early detection and the ability to catch disease when treatment will be most reliable and effective. These programs are targeted to positively alter the health of the community by providing education on such topics as adult nutrition, childhood obesity, and behavioral health issues and to build support groups for individuals suffering with chronic diseases such as diabetes, cardiovascular and pulmonary diseases, and cancer. Throughout the year the organization offers free preventive health services to the community such as health screenings, health fairs, immunizations and many other community education programs. Equipping people with quality health information encourages individuals to make appropriate life style changes to benefit their health. Part VI, Line 6: The organization is affiliated with Baylor Scott & White Health (BSWH or the System), a faith based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the communities of North and Central Texas. BSWH is the largest not-for-profit health care system in the State of Texas and one of the largest in the United States as measured by total operating revenue of $10.1 Billion and total assets of $12.8 billion based on the fiscal year ended June 30, 2019. Today, BSWH includes 50 hospitals, over 1,000 patient care sites, approximately 7,500 active physicians, more than 49,000 employees and the Scott & White Health Plan. The System includes a robust spectrum of owned, operated, ventured and affiliated philanthropic foundations, a research institute, physician clinics and networks, acute care hospitals, short-stay hospitals, specialty hospitals, ambulatory surgery centers, free standing emergency medical centers, free standing imaging centers, retail pharmacies, an accountable care organization, a health plan and other health care providers all which fall under the common control of BSW Holdings. Under the guidance of an independent community board, the System follows one single mission, vision and values focusing on quality patient centered care while meeting the demands of health care reform, the changing needs of patients and extraordinary recent advances in clinical care. With a commitment to and a track record of innovation, collaboration, integrity and compassion for the patient, BSWH stands to be one of the nation's exemplary health care organizations.Community benefits are provided through the provision of financial assistance, governmental sponsored programs (such as Medicaid and Medicare), medical research, medical education, community health improvement services, donations to other nonprofit health care providers, and many other community service activities. During the year, the affiliated nonprofit hospitals reported community benefits (as reported to the Texas Department of State Health Services, and in accordance with the State of Texas Statutory methodology) in excess of $905,031,000. The System's nonprofit hospitals provided community benefits (as reported on the IRS Form 990, Schedule H) in excess of $446,480,000 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $434,034,000 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H. As part of the System, certain affiliates make grants and/or contributions to other related nonprofit affiliates to help financially support and/or fund worthy community benefits activities. The System has also established a patient transfer system among the affiliated hospitals allowing patients needing a particular level of care to be transferred as needed to a related hospital that can provide that service in an efficient and effective manner. As part of the System, all hospitals and other affiliated health care providers are required to adhere to high standards for medical quality, patient safety and patient satisfaction. These standards are set forth by BSW Holdings, the organization's parent, which helps ensures consistency across the System. Part VI, Line 7, Reports Filed With States TX 1 Scott & White Continuing Care Hospital 2401 S 31st Street Temple TX 76508 202850920 501(c)(3) 5694424 N/A N/A Financial Assistance American Cancer Society - Austin 11000 North MoPac Expwy Suite 100 Austin TX 78759 131788491 501(c)(3) 10000 N/A N/A General Support City of Temple Parks and Recreation 2 N Main St STE 201 Temple TX 76501 746002368 501(c)(3) 10000 N/A N/A General Support Greater Killeen Community Clinic 718 N 2nd Street Ste A Killeen TX 76541 742724725 501(c)(3) 40000 N/A N/A Indigent Care Helping Hands Ministry of Belton PO Box 1923 Belton TX 76513 742759918 501(c)(3) 12500 N/A N/A General Support Temple College 2600 S First Street Temple TX 76504 746020689 501(c)(3) 118000 N/A N/A General Support University of Mary Hardin Baylor 900 College Street Box 8003 Belton TX 76513 741161940 501(c)(3) 60000 N/A N/A General Support American Heart Association 10900-B Stonelake Blvd 320 Austin TX 78759 135613797 501(c)(3) 10000 N/A N/A General Support Ralph Wilson Youth Club of Temple PO Box 1346 Temple TX 76503 741539786 501(c)(3) 8707 N/A N/A General Support Baylor Research Institute 2001 Bryan Street Suite 2200 Dallas TX 75201 751921898 501(c)(3) 540864 N/A N/A General Support Scott & White EMS Inc 2401 S 31st Street Temple TX 76508 753242749 501(c)(3) 9500000 N/A N/A EMS Transport 11 0 Nursing/Other Health-Related Scholarships 74 353500 0 Part I, Line 2: Monitoring Grants & Other Assistance: As part of its mission, the organization provides grants and other assistance to related organizations and/or unrelated not-for-profit organizations which are religious, charitable, scientific, or educational in nature, within the meaning of Internal Revenue Code Section 501(c)(3), when the use will further one or more tenets of the organization's charitable mission and one of the following criteria for use of these funds is met: (1) Fulfills a need identified by a community needs assessment conducted by the organization and/or outlined in an implementation strategy, (2) Serves an under-served community or group of people through medical mission work to improve their health status (3) promotes health in the community, (4) supports community buildings activities that protect or improves the community's health or safety and/or (5) provides positive visibility and good community relations with other organization serving the health needs of the community. For related organizations, all grants and other assistance are subject to the policies and procedures set forth by BSWH which ensures all funds are used in accordance with the guidelines set forth above and in accordance with the related organization's exempt purpose. Grants and other assistance provided to unrelated organizations are typically monitored by personal inspection. Examples include providing assistance to entities where the filing organization's employee serves as a Board Member for the recipient organization or through attendance at community events where the filing organization employees work as volunteers or to help coordinate these events. Community Benefit grants and/or contributions provided to unrelated organizations are given as a restricted gift and the receiving organization must return a signed receipt indicating the funds were used for that purpose. X X 1 1 X X X X 1 1 0 0 0 0 0 1 0 Angel Caldera MD Trustee 0 672689 0 0 0 47960 0 22000 0 26375 0 769024 0 9933 Erin Bird MD Trustee 0 565494 0 0 0 25399 0 22000 0 28818 0 641711 0 10273 Madhava R Beeram MD Trustee 0 522021 0 215868 0 11491 0 83019 0 20355 0 852754 0 0 Timothy Bittenbinder MD Trustee (thru 5/16/19) 0 648151 0 265504 0 11491 0 103573 0 15658 0 1044377 0 0 John Erwin III MD Trustee (eff 12/31/18) 0 543409 0 218746 0 54683 0 57230 0 29027 0 903095 0 9839 Tresa McNeal MD Trustee 0 346137 0 0 0 11170 0 22000 0 15616 0 394923 0 10029 Michael D Reis MD Trustee 0 488424 0 201895 0 12119 0 78063 0 19731 0 800232 0 0 Robin W Watson MD Trustee 0 527148 0 218851 0 3396 0 84891 0 28259 0 862545 0 0 Mark Montgomery MD Trustee 0 682747 0 32500 0 41430 0 22000 0 26553 0 805230 0 9585 John P Cunningham JD Secretary (thru 12/31/18) 0 286160 0 120904 0 38280 0 13750 0 24723 0 483817 0 0 Shahin Motakef President/CEO - Memorial 630814 0 551517 0 15604 0 250915 0 28259 0 1477109 0 134019 0 Alita Risinger VP Finance/CFO 260542 0 64502 0 1173 0 0 0 16718 0 342935 0 0 0 Enid Wade Secretary (eff 2/25/19) 0 238605 0 75497 0 1907 0 36921 0 23589 0 376519 0 0 John L Boyd III MD President - McLane Children's 470650 0 362131 0 85522 0 13750 0 21836 0 953889 0 0 0 Gerald Bryant CNO-Memorial (thru 3/23/19) 287965 0 74370 0 1278 0 0 0 17956 0 381569 0 0 0 Ellen Hansen CNO/COO-McLane (thru 12/4/18) 208137 0 55815 0 192784 0 10693 0 17241 0 484670 0 0 0 Stephen Sibbitt MD Chief Medical Officer 0 547856 0 226793 0 7590 0 87220 0 17478 0 886937 0 0 Annilyn Donnell VP Patient Care 190101 0 48931 0 1940 0 9931 0 23481 0 274384 0 0 0 Candice Gourley VP Surgical Services 201340 0 51583 0 467 0 10223 0 8070 0 271683 0 0 0 Ronald W Holder Jr VP Operations-Temple Region 205537 0 54530 0 1088 0 10807 0 24331 0 296293 0 0 0 Thomas K Meyer VP Operations-Temple Region 203753 0 52804 0 2011 0 10465 0 17485 0 286518 0 0 0 Richard Naser Jr VP Operations-Temple Region 191929 0 51468 0 1221 0 10082 0 17106 0 271806 0 0 0 Penny Cermak Former Officer 0 378086 0 283691 0 14571 0 127604 0 29230 0 833182 0 56852 Ravindranath A Kallur Former Key Employee 171740 0 116643 0 4442 0 40667 0 13327 0 346819 0 0 0 Donald Wesson MD Former Key Employee 0 441451 0 183315 0 316383 0 0 0 19865 0 961014 0 0 Part I, Line 1a Tax indemnification and gross-up payments-The organization provides tax indemnification where the BSW Holdings' CEO, COO or CFO 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. Six of 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 who travel frequently in their personal vehicle an auto expense allowance in lieu of reimbursement for business mileage under the organization's business travel and expense reimbursement policy. All auto expense allowances 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 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, Lines 4a-b Severance or Change of Control Payments: Ellen Hansen received a severance payment from the organization in the amount of $191,106. 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: Angel Caldera, M.D., Donald Wesson, M.D. ($288,933), Enid Wade, Erin Bird, M.D., John Erwin, III, M.D., John L. Boyd III, M.D. ($60,743), John P. Cunningham, J.D. ($18,595), Madhava R. Beeram, M.D., Mark Montgomery, M.D., Michael D. Reis, M.D., Penny Cermak, Ravindranath A. Kallur, Robin W. Watson, M.D., Shahin Motakef, Stephen Sibbitt, M.D., Timothy Bittenbinder, M.D. and Tresa McNeal, M.D. 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. Form 990, Schedule J, 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. Some, but not all, members may have received modest benefits incident to their service on the board and/or multiple board committees or received compensation as an employee of a related organization. These benefits may include reimbursement for certain reasonable expenses paid on behalf of the member's spouse while accompanying the member on business travel on behalf of the related organization. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable. Michelle Mattern MD Family member of Michael D. Reis, M.D., Trustee 64997 Employee Compensation 0 Kerri Sanderford-Hold Family member of Timothy Bittenbinder, M.D., Trustee 18624 Employee Compensation 0 X 463047 Selling Price 0 0 1 0 Form 990, Part VI, Section A, line 2 Business relationship: Drayton McLane III and Wayne Fisher. Form 990, Part VI, Section A, line 6 Members or stockholders: The organization is a Texas nonprofit membership organization in which Scott & White Healthcare, 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 ultimate 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 are reserved to the organization's ultimate 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 certificate of formation 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, persons who participate in the design, coordination, conduct, or reporting of research on behalf of BSWH, 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 certificate of formation 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 BSW Holdings that are made available to the public by the posting of those documents through DAC Bond and are attached to this return. The organization's other governing documents and conflicts of interest policy are not made available to the public. Form 990, Part IX, line 11g Other Purchased Services: Program service expenses 50,514,075. Management and general expenses 3,868,968. Fundraising expenses 0. Total expenses 54,383,043. Contract Labor: Program service expenses 1,857,405. Management and general expenses 99,980. Fundraising expenses 0. Total expenses 1,957,385. Laboratory: Program service expenses 7,521,665. Management and general expenses 423. Fundraising expenses 0. Total expenses 7,522,088. Repairs & Maintenance: Program service expenses 2,537,872. Management and general expenses 10,332. Fundraising expenses 0. Total expenses 2,548,204. Patient Care: Program service expenses 1,925,812. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,925,812. Professional Fees: Program service expenses 3,406,386. Management and general expenses 689,976. Fundraising expenses 0. Total expenses 4,096,362. Corporate Overhead: Program service expenses 0. Management and general expenses 142,028,731. Fundraising expenses 0. Total expenses 142,028,731. Form 990, Part XI, line 9: Other Changes in Unrestricted Net Assets 672,816. Pension FMV Adjustment -8,586,415. Change in Net Assets of Related Foundation -58,676,456. Change in Value of Split Interest Agreements -13,169. Distribution to/from Tax Exempt Affiliate 93,835,823. Transfers Between Entities Under Common Control -67,305. Self Insurance Liability Reserve -3,672,140. Supplemental Information: IRC Section 6038 Statement: Disclosure Statement Related to Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer: In accordance with IRC Section 6038 and the constructive ownership rules of IRC Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, with respect to certain controlled foreign corporations (CFCs) including Baylor Scott & White Assurance SPC. These filing requirements are or will be satisfied through the filing of Forms 5471 for this CFCs by the U.S. taxpayer identified below who has the same filing requirement. Taxpayer Name: Baylor University Medical Center Taxpayer Address: 301 N. Washington Avenue, Dallas, TX 75246 Taxpayer Identification Number of U.S. tax return with which the Forms 5471 were or will be filed: 75-1837454 IRS Service Center where U.S. tax return was or will be filed: E-filed All Saints Health Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751947007 Fundraising TX 501(c)(3) Line 7 Baylor All Saints Medical Center 1 Baylor All Saints Medical Center 2001 Bryan Street Suite 2200 Dallas TX 75201 751008430 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Health Care System 2001 Bryan Street Suite 2200 Dallas TX 75201 751812652 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings 1 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 1 Baylor Health Care System Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751606705 Fundraising TX 501(c)(3) Line 7 Baylor Health Care System 1 Baylor Health Services 2001 Bryan Street Suite 2200 Dallas TX 75201 751917311 Inactive TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Institute for Rehabilitation at Gaston Episcopal Hosp 2001 Bryan Street Suite 2200 Dallas TX 75201 751037226 Rehabilitation Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Carrollton 2001 Bryan Street Suite 2200 Dallas TX 75201 454510252 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Irving 2001 Bryan Street Suite 2200 Dallas TX 75201 752586857 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Waxahachie 2001 Bryan Street Suite 2200 Dallas TX 75201 751844139 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Centers at Garland and McKinney 2001 Bryan Street Suite 2200 Dallas TX 75201 751037591 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Regional Medical Center at Grapevine 2001 Bryan Street Suite 2200 Dallas TX 75201 751777119 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Regional Medical Center at Plano 2001 Bryan Street Suite 2200 Dallas TX 75201 820551704 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Research Institute 2001 Bryan Street Suite 2200 Dallas TX 75201 751921898 Research TX 501(c)(3) Line 4 Baylor Health Care System 1 Baylor Scott & White Health 2001 Bryan Street Suite 2200 Dallas TX 75201 463131350 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings 1 Baylor Scott & White Holdings 2001 Bryan Street Suite 2200 Dallas TX 75201 463130985 Parent TX 501(c)(3) Line 12b, II N/A 0 Baylor University Medical Center 2001 Bryan Street Suite 2200 Dallas TX 75201 751837454 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 HealthTexas Provider Network 2001 Bryan Street Suite 2200 Dallas TX 75201 752536818 Physician Services TX 501(c)(3) Line 3 Baylor Health Care System 1 Hillcrest Baptist Medical Center 100 Hillcrest Medical Blvd Waco TX 76712 741161944 Hospital TX 501(c)(3) Line 3 Scott & White Memorial Hospital 1 Hillcrest Family Health Center 100 Hillcrest Medical Blvd Waco TX 76712 742730350 Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center 1 Hillcrest Physician Services 100 Hillcrest Medical Blvd Waco TX 76712 742967081 Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center 1 Irving Healthcare Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751570933 Fundraising TX 501(c)(3) Line 7 Baylor Medical Center at Irving 1 Scott & White Clinic 2401 S 31st Street Temple TX 76508 742958277 Physician Services TX 501(c)(3) Line 10 Scott & White Healthcare 1 Scott & White Continuing Care Hospital 2401 S 31st Street Temple TX 76508 202850920 Long Term Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White EMS Inc 2401 S 31st Street Temple TX 76508 753242749 Emergency Transport TX 501(c)(3) Line 10 Scott & White Memorial Hospital 1 Scott & White Foundation-Brenham 2401 S 31st Street Temple TX 76508 742460815 Fundraising TX 501(c)(3) Line 7 Scott & White Hospital-Brenham 1 Scott & White Health Plan 2401 S 31st Street Temple TX 76508 742052197 HMO TX 501(c)(4) Baylor Scott & White Holdings 1 Scott & White Healthcare 2401 S 31st Street Temple TX 76508 264532547 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings 1 Scott & White Healthcare Foundation 2401 S 31st Street Temple TX 76508 273513154 Fundraising TX 501(c)(3) Line 7 Scott & White Healthcare 1 Scott & White Hospital-Brenham 2401 S 31st Street Temple TX 76508 742519752 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-College Station 2401 S 31st Street Temple TX 76508 274434451 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Llano 2401 S 31st Street Temple TX 76508 273026151 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Marble Falls 2401 S 31st Street Temple TX 76508 464007700 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Round Rock 2401 S 31st Street Temple TX 76508 203749695 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Taylor 2401 S 31st Street Temple TX 76508 741595711 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Southern Sector Health Initiative 2001 Bryan Street Suite 2200 Dallas TX 75201 263087442 Diabetes Health & Wellness Center TX 501(c)(3) Line 12a, I Baylor University Medical Center 1 Baylor Scott & White Medical Centers-Capitol Area 2401 S 31st Street Temple TX 76508 813040663 Hospital TX 501(c)(3) Line 3 Baylor Scott & White Health 1 Century Integrated Partners Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 810872075 Physician Services/Emergency Care TX 501(c)(3) Line 3 Baylor University Medical Center 1 Bell County Healthcare Collaborative 2401 S 31st Street Temple TX 46508 462166949 Indigent Care TX 501(c)(3) Line 12a, I N/A 0 Baylor Scott & White Medical Center - Centennial 2001 Bryan Street Suite 2200 Dallas TX 75201 824052186 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Scott & White Care Plans 2401 S 31st Street Temple TX 76508 822794853 HMO TX 501(c)(4) Scott & White Health Plan 1 Lake Pointe Operating Company LLC 2001 Bryan Street Suite 2200 Dallas TX 75201 260194016 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Arlington Ortho & Spine Hospital LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 261578178 Hospital 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 Baylor Surgicare at Ennis LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 274202856 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 Baylor Surgicare at Plano Parkway LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 274282604 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 Bellaire Outpatient Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 562297308 Ambulatory Surgery Center TX N/A BIR JV LLP 4714 Gettysburg Rd Mechanicsburg PA 17055 274586141 Rehabilitation Hospitals TX N/A BTDI JV LLP 1431 Perrone Way Franklin TN 37069 462908086 Outpatient Imaging Centers TX N/A Dallas Surgical Partners LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 722183815 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 Desoto Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752592508 Ambulatory Surgery Center TX N/A EBD JV LLP 8686 New Trails Dr Suite 100 The Woodlands TX 77381 455434614 Free Standing Emergency Hospitals TX N/A ESWCT LLC 8686 New Trails Dr Suite 100 The Woodlands TX 77381 900899017 Free Standing Emergency Hospitals TX N/A Frisco Medical Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 752865177 Hospital TX N/A Ft Worth Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752658178 Hospital TX N/A Garland Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752764855 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 HealthTexas Provider Network-Gastro Serv LLP 2001 Bryan St Ste 2200 Dallas TX 75201 731697736 Ambulatory Surgery Center TX N/A Heritage Park Surgical Hospital LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 611762781 Hospital TX N/A Irving Coppell Surgical Hospital LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 542086863 Hospital TX N/A Lewisville Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752862263 Ambulatory Surgery Center TX N/A Lone Star Endoscopy Center LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 273635726 Ambulatory Surgery Center TX N/A MEDCO Construction LLC 2001 Bryan Street Suite 2200 Dallas TX 75201 205965871 Construction TX N/A Metrocrest Surgery Center LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 030380493 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 MSH Partners LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 752829613 Hospital TX N/A North Central Surgical Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 201508140 Hospital TX N/A North Garland Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 562399993 Ambulatory Surgery Center TX N/A Park Cities Surgery Center LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 562357079 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 Rockwall Ambulatory Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 205506447 Ambulatory Surgery Center TX N/A Specialty Surgery Center of Fort Worth LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 201942281 Inactive TX N/A Surgery Center of Richardson Phys Pship LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 200606781 Inactive TX N/A Texas Endoscopy Centers LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 470985876 Ambulatory Surgery Center TX N/A Texas Health Ventures Group LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 752696845 Holds interests in ASCs/ Short Stay Hospitals TX N/A Texas Heart Hospital of the Southwest LLP 2001 Bryan Street Suite 2200 Dallas TX 75201 412101361 Specialty Hospital TX N/A THVG Bariatric LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 383894636 Holds interests in Ambulatory Surgery Centers TX N/A Trophy Club Medical Center LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 481260190 Hospital TX N/A Tuscan Surgery Center at Las Colinas LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 273578014 Ambulatory Surgery Center TX N/A University Surgical Partners of Dallas LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 550823809 Ambulatory Surgery Center TX N/A Baylor Surgicare at North Dallas LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 752900902 Ambulatory Surgery Center TX N/A BT East Dallas JV LLP 2001 Bryan Street Suite 2200 Dallas TX 75201 475119983 Former Hospital/Wind Down TX N/A BT Garland JV LLP 2001 Bryan Street Suite 2200 Dallas TX 75201 475009342 Former Hospital/Wind Down TX N/A Blue Stone JV LLP 1431 Perrone Way Franklin TN 37069 474798129 Outpatient Imaging Centers TX N/A Baylor Surgicare at Baylor Plano LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 813127185 Ambulatory Surgery Center TX N/A Blue Stone Frisco JV LLP 1431 Perrone Way Franklin TN 37069 812480586 Outpatient Imaging Centers TX N/A Centennial ASC LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 352199232 Ambulatory Surgery Center TX N/A Texas Regional Medical Center LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 510570864 Hospital TX N/A Texas Spine and Joint Hospital LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 752951355 Hospital TX N/A Baylor Surgicare at Blue Star LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 814638201 Hospital TX N/A Baylor Scott & White Assurance SPC 23 Lime Tree Bay Grand Cayman CJ 980589956 Investment CJ N/A C 1 Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 261661900 Condo Association TX N/A C 1 Baylor Health Enterprises LP 2001 Bryan Street Suite 2200 Dallas TX 75201 751997378 Fitness Center/Pharmacy TX N/A C 1 Baylor Health Network Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752463251 Health Care Consulting Services TX N/A C 1 Baylor Med Ctr at Grapevine Condo Owners Association Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752747555 Condo Association TX N/A C 1 Baylor Quality Health Care Alliance LLC 2001 Bryan Street Suite 2200 Dallas TX 75201 454015863 ACO TX N/A C 1917810 2245002 0.08330 1 BMP Incorporated 2001 Bryan Street Suite 2200 Dallas TX 75201 751436779 Post Office TX N/A C 1 BUMCRoberts Condominium Owners Association Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752897806 Condo Association TX N/A C 1 Charitable Lead Trusts (3) Investment TX N/A T 0 Charitable Remainder Trusts (54) Investment TX N/A T 0 Hillcrest Health Holdings Inc 3000 Herring St Waco TX 76708 742793367 Inactive TX N/A C 1 Insurance Company of Scott & White 2401 S 31st Street Temple TX 76508 743092083 Insurance TX N/A C 1 SHA LLC 12940 N Hwy 183 Austin TX 78750 752569094 HMO TX N/A C 1 Southwest Life & Health Insurance Company Inc 12940 N Hwy 183 Austin TX 78750 751085046 Insurance TX N/A C 1 APN 15305 Dallas Parkway Suite 1600 Addison TX 75001 320416211 Inactive TX N/A C 1 Spine & Joint Physician Associates 15305 Dallas Parkway Suite 1600 Addison TX 75001 473135825 Inactive TX N/A C 1 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 Scott & White Clinic A 93735 GAAP Baylor Quality Health Care Alliance LLC A 50022 GAAP Scott & White Continuing Care Hospital B 5694424 GAAP Scott & White Healthcare B 190664177 GAAP Scott & White EMS Inc B 9500000 GAAP Baylor Research Institute B 540864 GAAP Scott & White Healthcare C 275000000 GAAP Scott & White Healthcare Foundation C 28160265 GAAP Baylor Quality Health Care Alliance LLC L 171216 GAAP Baylor Medical Center at Waxahachie L 107643 GAAP Baylor Research Institute L 285402 GAAP Baylor Scott & White Health L 91922 GAAP Hillcrest Baptist Medical Center L 858372 GAAP Scott & White Clinic L 16010776 GAAP Scott & White Continuing Care Hospital L 86241 GAAP Scott & White Health Plan L 138031770 GAAP Scott & White Hospital-Brenham L 71390 GAAP Scott & White Hospital-College Station L 505284 GAAP Scott & White Hospital-Marble Falls L 141548 GAAP Scott & White Hospital-Round Rock L 704814 GAAP Baylor Health Enterprises LP M 370448 GAAP Baylor Quality Health Care Alliance LLC M 496076 GAAP Baylor Research Institute M 234818 GAAP Baylor Scott & White Health M 166245566 GAAP Hillcrest Baptist Medical Center M 204437 GAAP MEDCO Construction LLC M 17692469 GAAP Scott & White Clinic M 53111495 GAAP Scott & White Hospital-Round Rock M 53391 GAAP Baylor Scott & White Health P 128320 GAAP Scott & White Hospital-Brenham P 274011 GAAP Baylor Quality Health Care Alliance LLC Q 67365 GAAP Baylor Scott & White Health Q 177329 GAAP Baylor Scott & White Medical Centers-Capitol Area Q 79110 GAAP Hillcrest Baptist Medical Center Q 966583 GAAP Scott & White Continuing Care Hospital Q 362461 GAAP Scott & White Hospital-Brenham Q 248931 GAAP Scott & White Hospital-College Station Q 2804440 GAAP Scott & White Hospital-Marble Falls Q 1398456 GAAP Scott & White Hospital-Taylor Q 574812 GAAP Scott & White Hospital-Round Rock Q 7171970 GAAP Scott & White Hospital-Llano Q 551101 GAAP Baylor Research Institute R 67304 GAAP Baylor Scott & White Health R 3699587 GAAP