BAYLOR SCOTT & WHITE HOLDINGS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BAYLOR SCOTT & WHITE HOLDINGS (EIN 46-3130985)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202021959349304422
- Schema version
- 2018v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T19:18:44-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463130985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Scott & White Holdings | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYL | BusinessNameControlTxt |
| Phone | 2148204135 | 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 | Penny Cermak | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2148204135 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.205.17.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 16:12:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F69B38D82BF9EF87EAFFF5E726F8CE2CA653FDF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | James Hinton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4005 Crutcher Suite 310 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $117,224,302 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bswhealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Faith based supporting organization serving as the parent corporation to a network of acute care hospitals and related health care entities that provide patient care, medical education, medical research and community services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | -$7,680,940 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$7,701,723 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $51,947 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,505 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,781,370 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,303,017 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,655,526 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,207,972 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $64,488,843 | PYTotalRevenueAmt |
| CY Total Revenue | $62,547,494 | 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 | $20,679,853 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,105,965 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $142,930,683 | PYOtherExpensesAmt |
| CY Other Expenses | $166,144,141 | CYOtherExpensesAmt |
| PY Total Expenses | $163,610,536 | PYTotalExpensesAmt |
| CY Total Expenses | $193,250,106 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$99,121,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$130,702,612 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,423,356,895 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,483,233,381 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,331,403,023 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,450,997,679 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,953,872 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,235,702 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $175,708,122 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $30,303,017 | RevenueAmt |
| Desc | See Schedule OBaylor Scott & White Holdings (BSW Holdings) serves as the parent corporation of Baylor Scott & White Health (BSWH) a nonprofit, 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 Holdings' governing body is comprised of volunteer community representatives who provide leadership and governance to BSWH. The members of the governing body contribute their wisdom, insights and expertise to ensure that BSWH is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction to affiliates of BSWH. Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. BSWH is committed to offering access to quality health care including free or discounted health care to the indigent and underserved population through its affiliated health care providers. As part of its charitable mission, BSWH's nonprofit hospitals provided 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 which includes the unreimbursed cost of charity care, Medicaid, Medicare and other community benefits. BSWH's nonprofit hospitals provided community benefits (as reported on Form 990, Schedule H) in excess of $446,480,000 during the tax year, which included the unreimbursed cost of charity care, Medicaid and other community benefits, but excludes Medicare. | Desc |
| Total Program Service Expenses | $175,708,122 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Angie Hutson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148201075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan Street Suite 2300 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alejandro Arroliga MD | ||||||||||
| Trustee/CMO (thru 2/23/19) | 3.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,080,191 | $134,617 | |||
| Timothy Bittenbinder MD | ||||||||||
| Trustee (eff 2/23/19) | 3.00 | 40.00 | Yes (X) | $0 | $925,146 | $119,231 | ||||
| Albert Black Jr | ||||||||||
| Trustee | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ER Dick Brooks | ||||||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $1,691 | $0 | $0 | ||||
| Ron Carter | ||||||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| James Hinton | ||||||||||
| Trustee/CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $3,003,695 | $0 | $593,491 | |||
| Judge Ed Kinkeade | ||||||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Madeley MD | ||||||||||
| Trustee | 3.00 | 40.00 | Yes (X) | $0 | $510,607 | $32,921 | ||||
| Jack Martin | ||||||||||
| Trustee/Vice Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ross McKnight | ||||||||||
| Trustee/Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Drayton McLane Jr | ||||||||||
| Trustee | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lyndon L Olson Jr | ||||||||||
| Trustee | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anita Perry | ||||||||||
| Trustee | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| William L Rayburn MD | ||||||||||
| Trustee | 3.00 | 40.00 | Yes (X) | $0 | $770,331 | $106,579 | ||||
| Jim Skogsbergh | ||||||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jim Turner | ||||||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $771 | $0 | $0 | ||||
| David Walls | ||||||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| F David Winter MD | ||||||||||
| Trustee | 3.00 | 40.00 | Yes (X) | $0 | $1,503,366 | $35,904 | ||||
| Francis P Anderson | ||||||||||
| Treasurer (thru 5/13/19) | 3.00 | 40.00 | Yes (X) | $0 | $468,518 | $67,839 | ||||
| Jennifer Brown | ||||||||||
| Secretary/EVP Chief Legal Officer | 40.00 | 0.00 | Yes (X) | $928,055 | $0 | $97,044 | ||||
| Penny Cermak | ||||||||||
| Chief Financial Officer (eff 4/19) | 40.00 | 40.00 | Yes (X) | $0 | $676,348 | $156,834 | ||||
| Peter McCanna | ||||||||||
| President/Interim CFO | 40.00 | 0.00 | Yes (X) | $1,990,111 | $0 | $301,719 | ||||
| John McWhorter | ||||||||||
| Chief Operating Officer | 40.00 | 0.00 | Yes (X) | $1,877,854 | $0 | $432,602 | ||||
| Robert A Probe MD | ||||||||||
| Chief Medical Officer (thru 8/15/18) | 40.00 | 0.00 | Yes (X) | $1,280,054 | $0 | $336,963 | ||||
| Lavone Arthur | ||||||||||
| EVP Chief Strategy Officer | 40.00 | 0.00 | $1,021,997 | $0 | $231,780 | Yes (X) | ||||
| Gary Brock | ||||||||||
| EVP Chief IDN Officer | 40.00 | 0.00 | $1,981,581 | $0 | $438,596 | Yes (X) | ||||
| John Lacy | ||||||||||
| Chief Human Resource Officer | 40.00 | 0.00 | $1,058,952 | $0 | $268,962 | Yes (X) | ||||
| Robert Michalski | ||||||||||
| Chief Compliance Officer | 40.00 | 0.00 | $364,090 | $0 | $67,597 | Yes (X) | ||||
| Kristi Sherrill | ||||||||||
| Chief Policy, Govt & Comm Affairs Officer | 40.00 | 0.00 | $616,789 | $0 | $67,007 | Yes (X) | ||||
| Marisa Finley | ||||||||||
| VP Center Healthcare Policy | 40.00 | 0.00 | $220,902 | $0 | $47,910 | Yes (X) | ||||
| Richard Grace | ||||||||||
| Chief Mission Ministry Officer | 40.00 | 0.00 | $229,215 | $0 | $51,950 | Yes (X) | ||||
| Rebecca Lincer | ||||||||||
| Special Asst to CEO | 40.00 | 0.00 | $151,604 | $0 | $23,372 | Yes (X) | ||||
| Kelly Risinger | ||||||||||
| Director Administration | 40.00 | 40.00 | $150,948 | $19,300 | $15,341 | Yes (X) | ||||
| Marcia Schneider | ||||||||||
| VP Administration | 40.00 | 40.00 | $285,964 | $34,005 | $41,154 | Yes (X) | ||||
| William Boyd | ||||||||||
| Former Officer | 0.00 | 0.00 | $447,322 | $0 | $0 | Yes (X) | ||||
| Fred Savelsbergh | ||||||||||
| Former Officer | 40.00 | 0.00 | $1,403,758 | $0 | $115,673 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,015,353 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,987,812 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,785,086 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| Huron Consulting Services LLC | |||||
| 8044 Solutions Center | Chicago | IL | 60677 | Consulting Services | $2,083,114 |
| Deloitte Consulting LLP | |||||
| PO Box 844717 | Dallas | TX | 752844717 | Consulting Services | $1,550,070 |
| Oliver Wyman Actuarial Consulting Inc | |||||
| PO Box 5160 | New York | NY | 10087 | Consulting Services | $1,364,667 |
| Goldman Sachs and Co LLC | |||||
| 200 West St | New York | NY | 10282 | Investment Advisory Services | $1,127,367 |
| Kaufman Hall and Associates | |||||
| 8610 Solutions Center | Chicago | IL | 60677 | Consulting Services | $456,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $36,505 | AllOtherContributionsAmt |
| Total Contributions | $36,505 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Corporate Services | 561110 | $30,079,172 | $30,079,172 |
| Affiliate Income | 900099 | $223,845 | $223,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,303,017 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,335,585 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$7,680,940 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,016,525 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,549,195 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,676,808 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,872,387 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,872,387 | TotalRevenueColumnAmt |
| Exclusion | $3,872,387 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,547,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,303,017 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$7,680,940 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,888,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,351,068 | TotalAmt |
| Management And General | $15,351,068 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,342,537 | TotalAmt |
| Program Services | $10,342,537 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,151 | TotalAmt |
| Program Services | $98,151 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,234 | TotalAmt |
| Program Services | $828,234 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,975 | TotalAmt |
| Program Services | $485,975 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,500 | TotalAmt |
| Management And General | $1,160,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,862 | TotalAmt |
| Management And General | $4,862 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,797,137 | TotalAmt |
| Program Services | $34,771,583 | ProgramServicesAmt |
| Management And General | $1,025,554 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,376 | TotalAmt |
| Program Services | $20,376 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,175 | TotalAmt |
| Program Services | $87,175 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,026,597 | TotalAmt |
| Program Services | $4,026,597 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,230,276 | TotalAmt |
| Program Services | $16,230,276 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,966 | TotalAmt |
| Program Services | $175,966 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,189 | TotalAmt |
| Program Services | $4,189 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,888 | TotalAmt |
| Program Services | $10,888 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,193,422 | TotalAmt |
| Program Services | $106,193,422 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,425 | TotalAmt |
| Program Services | $412,425 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,416 | TotalAmt |
| Program Services | $2,416 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Federal Excise Tax | $592,413 | $592,413 |
| Dues & Memberships | $586,915 | $586,915 |
| Special Functions | $561,621 | $561,621 |
| Loss on Extinguishment | $200,184 | $200,184 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,779 | TotalAmt |
| Program Services | $76,779 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,250,106 | TotalAmt |
| Program Services | $175,708,122 | ProgramServicesAmt |
| Management And General | $17,541,984 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,515,598 | BOYAmt |
| EOY | $97,964,763 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,244,782 | BOYAmt |
| EOY | $19,882,483 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,633 | BOYAmt |
| EOY | $134,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,765,388 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,950,829 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,212,777 | BOYAmt |
| EOY | $1,814,559 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,133,411 | BOYAmt |
| EOY | $2,149,679,464 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,851,172 | BOYAmt |
| EOY | $1,160,600,065 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,426,966 | BOYAmt |
| EOY | $2,046,443,237 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,903,556 | BOYAmt |
| EOY | $6,714,095 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,423,356,895 | BOYAmt |
| EOY | $5,483,233,381 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,838,901 | BOYAmt |
| EOY | $45,629,002 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,069,707 | BOYAmt |
| EOY | $888,644,721 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,988,419 | BOYAmt |
| EOY | $1,371,766,736 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,505,996 | BOYAmt |
| EOY | $3,144,957,220 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,331,403,023 | BOYAmt |
| EOY | $5,450,997,679 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,953,872 | BOYAmt |
| EOY | $32,235,702 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,953,872 | BOYAmt |
| EOY | $32,235,702 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,423,356,895 | BOYAmt |
| EOY | $5,483,233,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$130,702,612 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,429,551 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $57,554,891 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 31 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (31 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Baylor University Medical Center | ||||
| 751837454 | 3 | Yes (1) | $0 | $0 |
| Scott & White Memorial Hospital | ||||
| 741166904 | 3 | Yes (1) | $0 | $0 |
| All Saints Health Foundation | ||||
| 751947007 | 7 | Yes (1) | $0 | $0 |
| Baylor All Saints Medical Center | ||||
| 751008430 | 3 | Yes (1) | $0 | $0 |
| Baylor Health Care System Foundation | ||||
| 751606705 | 7 | Yes (1) | $0 | $0 |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | ||||
| 751037226 | 3 | Yes (1) | $0 | $0 |
| Baylor Regional Medical Center at Grapevine | ||||
| 751777119 | 3 | Yes (1) | $0 | $0 |
| Baylor Medical Center at Irving | ||||
| 752586857 | 3 | Yes (1) | $0 | $0 |
| Baylor Reigional Medical Center at Plano | ||||
| 820551704 | 3 | Yes (1) | $0 | $0 |
| Baylor Medical Center at Waxahachie | ||||
| 751844139 | 3 | Yes (1) | $0 | $0 |
| Baylor Medical Centers at Garland and McKinney | ||||
| 751037591 | 3 | Yes (1) | $0 | $0 |
| Baylor Research Institute | ||||
| 751921898 | 4 | Yes (1) | $0 | $0 |
| HealthTexas Provider Network | ||||
| 752536818 | 3 | Yes (1) | $0 | $0 |
| Hillcrest Baptist Medical Center | ||||
| 741161944 | 3 | Yes (1) | $0 | $0 |
| Irving HealthCare Foundation | ||||
| 751570933 | 7 | Yes (1) | $0 | $0 |
| Scott & White Clinic | ||||
| 742958277 | 10 | Yes (1) | $0 | $0 |
| Scott & White Continuing Care Hosp | ||||
| 202850920 | 3 | Yes (1) | $0 | $0 |
| Scott & White EMS | ||||
| 753242749 | 10 | Yes (1) | $0 | $0 |
| Scott & White Healthcare Foundation | ||||
| 273513154 | 7 | Yes (1) | $0 | $0 |
| Scott & White Foundation - Brenham | ||||
| 742460815 | 7 | Yes (1) | $0 | $0 |
| Scott & White Hospital - College Station | ||||
| 274434451 | 3 | Yes (1) | $0 | $0 |
| Scott & White Hospital - Llano | ||||
| 273026151 | 3 | Yes (1) | $0 | $0 |
| Scott & White Hospital - Marble Falls | ||||
| 464007700 | 3 | Yes (1) | $0 | $0 |
| Scott & White Hospital - Round Rock | ||||
| 203749695 | 3 | Yes (1) | $0 | $0 |
| Scott & White Hospital - Taylor | ||||
| 741595711 | 3 | Yes (1) | $0 | $0 |
| Scott & White Hospital - Brehnam | ||||
| 742519752 | 3 | Yes (1) | $0 | $0 |
| Baylor Medical Center at Carrollton | ||||
| 454510252 | 3 | 0 | $0 | $0 |
| Baylor Scott & White Medical Centers-Capitol Area | ||||
| 813040663 | 3 | 0 | $0 | $0 |
| Century Integrated Partners Inc | ||||
| 810872075 | 3 | 0 | $0 | $0 |
| Baylor Scott & White Medical Center-Centennial | ||||
| 824052186 | 3 | 0 | $0 | $0 |
| Lake Pointe Operating Company LLC | ||||
| 260194016 | 3 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 31 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 12g(vi) | In addition to the monetary support listed on Part I, Line 12g(v), the organization provides financial, human resources, legal, information technology, management, advisory and other services to the supported organizations listed in Part I, Line 12g(i). |
| Part IV, Section A, Question 1 | All of the supported organizations are listed by name in the organization's governing documents except for Baylor Medical Center at Carrollton, Baylor Scott & White Medical Centers-Capitol Area, Century Integrated Partners, Inc., Baylor Scott & White Medical Center-Centennial and Lake Pointe Operating Company, LLC. The organization's certificate of formation provides for the addition of future affiliated hospitals and healthcare delivery organizations that are owned and/or controlled by the organization and that are publicly supported organizations under Code Section 509(a)(1) or Code Section 509(a)(2). |
| Part IV, Section A, Question 5a | Lake Pointe Operating Company, LLC (EIN 26-0194016) was added to the list of supported organizations during the tax year. Baylor Specialty Health Centers (EIN 75-1765385) was removed from the list of supported organizations during the tax year since it was merged into Baylor University Medical Center (EIN 75-1837454) on September 27, 2017. The organization's certificate of formation provides for the addition of future affiliated hospitals and healthcare delivery organizations that are owned and/or controlled by the organization and that are publicly supported organizations under Code Section 509(a)(1) or Code Section 509(a)(2). |
| Part IV, Section C, Question 1 | The organization is supervised or controlled in connection with the supported organizations named and/or designated by class in the organization's certificate of formation. The organization serves as the parent corporation of the Baylor Scott & White Health integrated health care delivery system in which the officers of the organization will have ultimate managerial responsibility over all of the affiliates that comprise the system. The organization's Board of Trustees will exercise ultimate supervisory authority and governance over the entire system. The organization has been delegated the authority, duty and responsibility for the affairs of the affiliates, including among others, the power to exercise the reserved powers over the affiliates of the system. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $80,294 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $4,862 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $85,156 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,812,607 | OtherCostOrOtherBasisAmt |
| Depreciation | $796,735 | DepreciationAmt |
| Book Value | $1,015,872 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,926,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,154,094 | DepreciationAmt |
| Book Value | $772,683 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,004 | OtherCostOrOtherBasisAmt |
| Book Value | $26,004 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,814,559 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,089,248,412 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Long Term Investment | Desc |
| Book Value | $71,351,653 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,160,600,065 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (12 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment-BSW Health | $210,000,000 | C |
| Investment-Baylor Health Care System | $695,270,974 | C |
| Investment-Scott & White Healthcare | $350,000,000 | C |
| Investment-NTX Health Care Laundry | $6,240,507 | C |
| Loan to Scott & White Health Plan | $304,729,026 | C |
| Loan to S&W Hospital Round Rock | $59,112,723 | C |
| Loan to S&W Hospital College Station | $181,997,640 | C |
| Loan to S&W Continuing Care Hospital | $15,846,454 | C |
| Loan to Hillcrest Baptist Medical Center | $23,259,809 | C |
| Loan to Baylor S&W Medical Centers Capitol Area | $130,639,769 | C |
| Loan to Century Integrated Partners Inc. | $26,918,540 | C |
| Loan to Scott & White Clinic | $42,427,795 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,046,443,237 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SWAP agreement | $66,512,809 |
| CAA Liabilities | $4,610,577 |
| Professional Liability Reserve | -$235 |
| Due to Affiliates (cash pool) | $3,073,834,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,144,957,220 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $419,787,032 |
| Europe | Investments | $18,797,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $438,584,272 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $438,584,272 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | Accrual Basis | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 | Yes (1) | 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 (24 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alejandro Arroliga MD | ||||||||||||||
| Trustee/CMO (thru 2/23/19) | $0 | $677,869 | $0 | $356,423 | $0 | $45,899 | $0 | $107,590 | $0 | $27,027 | $0 | $1,214,808 | $0 | $0 |
| Timothy Bittenbinder MD | ||||||||||||||
| Trustee (eff 2/23/19) | $0 | $648,151 | $0 | $265,504 | $0 | $11,491 | $0 | $103,573 | $0 | $15,658 | $0 | $1,044,377 | $0 | $0 |
| James Hinton | ||||||||||||||
| Trustee/CEO | $1,535,516 | $0 | $1,427,649 | $0 | $40,530 | $0 | $557,846 | $0 | $35,645 | $0 | $3,597,186 | $0 | $0 | $0 |
| Paul Madeley MD | ||||||||||||||
| Trustee | $0 | $370,809 | $0 | $0 | $0 | $139,798 | $0 | $13,750 | $0 | $19,171 | $0 | $543,528 | $0 | $85,640 |
| William L Rayburn MD | ||||||||||||||
| Trustee | $0 | $536,693 | $0 | $216,227 | $0 | $17,411 | $0 | $85,580 | $0 | $20,999 | $0 | $876,910 | $0 | $0 |
| F David Winter MD | ||||||||||||||
| Trustee | $0 | $912,283 | $0 | $0 | $0 | $591,083 | $0 | $13,750 | $0 | $22,154 | $0 | $1,539,270 | $0 | $459,366 |
| Francis P Anderson | ||||||||||||||
| Treasurer (thru 5/13/19) | $0 | $352,246 | $0 | $107,556 | $0 | $8,716 | $0 | $52,902 | $0 | $14,937 | $0 | $536,357 | $0 | $0 |
| Jennifer Brown | ||||||||||||||
| Secretary/EVP Chief Legal Officer | $534,736 | $0 | $325,017 | $0 | $68,302 | $0 | $64,999 | $0 | $32,045 | $0 | $1,025,099 | $0 | $0 | $0 |
| Penny Cermak | ||||||||||||||
| Chief Financial Officer (eff 4/19) | $0 | $378,086 | $0 | $283,691 | $0 | $14,571 | $0 | $127,604 | $0 | $29,230 | $0 | $833,182 | $0 | $56,852 |
| Peter McCanna | ||||||||||||||
| President/Interim CFO | $1,153,214 | $0 | $747,467 | $0 | $89,430 | $0 | $268,674 | $0 | $33,045 | $0 | $2,291,830 | $0 | $0 | $0 |
| John McWhorter | ||||||||||||||
| Chief Operating Officer | $947,283 | $0 | $910,699 | $0 | $19,872 | $0 | $399,557 | $0 | $33,045 | $0 | $2,310,456 | $0 | $220,368 | $0 |
| Robert A Probe MD | ||||||||||||||
| Chief Medical Officer (thru 8/15/18) | $710,374 | $0 | $533,504 | $0 | $36,176 | $0 | $305,264 | $0 | $31,699 | $0 | $1,617,017 | $0 | $0 | $0 |
| Lavone Arthur | ||||||||||||||
| EVP Chief Strategy Officer | $524,821 | $0 | $471,200 | $0 | $25,976 | $0 | $208,925 | $0 | $22,855 | $0 | $1,253,777 | $0 | $100,575 | $0 |
| Gary Brock | ||||||||||||||
| EVP Chief IDN Officer | $990,457 | $0 | $965,470 | $0 | $25,654 | $0 | $418,588 | $0 | $20,008 | $0 | $2,420,177 | $0 | $241,446 | $0 |
| John Lacy | ||||||||||||||
| Chief Human Resource Officer | $560,264 | $0 | $480,600 | $0 | $18,088 | $0 | $239,935 | $0 | $29,027 | $0 | $1,327,914 | $0 | $67,265 | $0 |
| Robert Michalski | ||||||||||||||
| Chief Compliance Officer | $274,687 | $0 | $86,366 | $0 | $3,037 | $0 | $42,168 | $0 | $25,429 | $0 | $431,687 | $0 | $0 | $0 |
| Kristi Sherrill | ||||||||||||||
| Chief Policy, Govt & Comm Affairs Of | $416,754 | $0 | $184,733 | $0 | $15,302 | $0 | $64,477 | $0 | $2,530 | $0 | $683,796 | $0 | $0 | $0 |
| Marisa Finley | ||||||||||||||
| VP Center Healthcare Policy | $165,464 | $0 | $54,067 | $0 | $1,371 | $0 | $26,407 | $0 | $21,503 | $0 | $268,812 | $0 | $0 | $0 |
| Richard Grace | ||||||||||||||
| Chief Mission Ministry Officer | $162,609 | $0 | $61,873 | $0 | $4,733 | $0 | $24,900 | $0 | $27,050 | $0 | $281,165 | $0 | $0 | $0 |
| Rebecca Lincer | ||||||||||||||
| Special Asst to CEO | $115,518 | $0 | $30,933 | $0 | $5,153 | $0 | $6,173 | $0 | $17,199 | $0 | $174,976 | $0 | $0 | $0 |
| Kelly Risinger | ||||||||||||||
| Director Administration | $118,176 | $19,168 | $32,036 | $0 | $736 | $132 | $6,040 | $982 | $7,044 | $1,275 | $164,032 | $21,557 | $0 | $0 |
| Marcia Schneider | ||||||||||||||
| VP Administration | $214,526 | $33,851 | $70,767 | $0 | $671 | $154 | $28,787 | $1,795 | $6,906 | $3,666 | $321,657 | $39,466 | $0 | $0 |
| William Boyd | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $447,322 | $0 | $0 | $0 | $0 | $0 | $447,322 | $0 | $0 | $0 |
| Fred Savelsbergh | ||||||||||||||
| Former Officer | $82,624 | $0 | $0 | $0 | $1,321,134 | $0 | $112,405 | $0 | $3,268 | $0 | $1,519,431 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | First-class or Charter Travel-The organization may provide first class or charter travel arrangements but only in very limited situations where there is a justifiable business need and commercial travel is not available and/or no other reasonable means of transportation are available to reach the destination . Examples include, but are not limited to business travel to locations in rural areas where commercial travel is not available or all other means of transportation require a significant amount of travel time or there is an urgent business matter and expedited travel is needed. The organization paid for James Hinton and Peter McCanna to travel via charter plane on a required business trip during the tax year. The amount qualified as a business expense under the organization's accountable plan and therefore was not treated as taxable compensation. Travel for companions-The organization reimburses eligible employees and board members certain reasonable travel expenses associated with spousal travel where the spouse's presence is important to the event. These events may include, for example, board meetings, business meetings, and award ceremonies approved by the BSW Holdings' CEO, COO or CFO. All spousal travel reimbursements are treated as taxable compensation. Twelve of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. 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. Fourteen 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 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. Ten of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Housing allowance or residence for personal use-The organization provides a parsonage allowance to full-time ordained ministers who perform services in the exercise of the ministry. All parsonage allowances provided to any minister is treated as non-taxable compensation in accordance with IRC Section 107. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Health or social club dues or initiation fees-The organization may reimburse eligible employees for dues for a health club and/or a social club where there is a bona fide business need for the membership. For example, as part of the organization's promotion of health, the organization will cover a portion of any employees' fitness center club membership dues paid to an affiliated entity that owns and operates a fitness center. All employees are eligible for this benefit. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. Three of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. |
| Part I, Line 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: Fred Savelsbergh received a severance payment in the amount of $1,301,020. 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: Alejandro Arroliga, M.D., F. David Winter, M.D. ($577,953), Francis P. Anderson, Fred Savelsbergh ($5,094), Gary Brock, James Hinton, Jennifer Brown, John Lacy, John McWhorter, Kristi Sherrill, Lavone Arthur, Marcia Schneider, Marisa Finley, Paul Madeley, M.D. ($128,454), Penny Cermak, Peter McCanna, Richard Grace, Robert A. Probe, M.D., Robert Michalski, Timothy Bittenbinder, M.D., William Boyd ($286,533) and William L. Rayburn, 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Tarrant County Cultural Education Facilities Finance Corporation | ||||||||
| A | 043833551 | NoneAvail | 2015-05-15 | $176,960,000 | Refunding Issues of 8/2008, 2/2009, and 6/2010 | 0 | 0 | 0 |
| Tarrant County Cultural Education Facilities Finance Corporation | ||||||||
| B | 043833551 | 87638QPP8 | 2016-04-19 | $424,888,395 | Refunding of Series 2010 and Construction/Renovation of Hospital Facilities | 0 | 0 | 0 |
| Tarrant County Cultural Education Facilities Finance Corporation | ||||||||
| C | 043833551 | NoneAvail | 2015-12-23 | $174,835,000 | Refunding Issues of 6/2008 & 6/2011 | 0 | 0 | 0 |
| Tarrant County Cultural Education Facilities Finance Corporation | ||||||||
| D | 043833551 | NoneAvail | 2017-09-01 | $76,760,000 | Refunding Issues of 3/2013 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,770,000 | $176,960,000 | $176,960,000 | 2015 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $12,940,000 | $426,021,628 | $317,092,920 | 2019 | 0 | Yes (1) | Yes (1) | Yes (1) | $1,790,486 | $107,138,222 |
| C | $43,940,000 | $174,835,000 | $174,835,000 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $1,360,000 | $76,760,000 | $76,760,000 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00640 | 0.00640 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | ||
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | ||
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 3, Column B: Total Proceeds of Issue: | FormAndLineReferenceDesc |
| Explanation | The difference between Part I, Line B, Column (e) and Part II, Line 3 is due to investment earnings of $1,133,233. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tarrant County Cultural Education Facilities Finance Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043833551 | BondIssuerEIN |
| CUSIP | NoneAvail | CUSIPNum |
| Bond Issued | 2017-09-01 | BondIssuedDt |
| Issue Price | $118,940,000 | IssuePriceAmt |
| Purpose | Refunding Issues of 6/2011 & 12/2015 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $118,940,000 | TotalProceedsAmt |
| Other Spent Proceeds | $118,940,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Business Relationship: Drayton McLane, Jr. and Lyndon L. Olson, Jr. |
| 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. 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 775,312. Management and general expenses 1,025,554. Fundraising expenses 0. Total expenses 1,800,866. Repairs & Maintenance: Program service expenses 38. Management and general expenses 0. Fundraising expenses 0. Total expenses 38. Professional Fees: Program service expenses 854,760. Management and general expenses 0. Fundraising expenses 0. Total expenses 854,760. Corporate Overhead: Program service expenses 33,141,473. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,141,473. |
| Form 990, Part XI, line 9: | Distribution to/from Tax Exempt Affiliate 6,117,877. Transfers Between Entities Under Common Control 51,446,676. Self Insurance Liability Reserve -9,662. |
| Supplemental Information, 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 Form 5471 for this CFC 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 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BSWMG LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan St Ste 2200 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Governing body of wholly owned physician practices (no operations) | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Scott & White Holdings | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (1) |
| Baylor Health Services | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751917311 | Inactive | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (1) |
| Baylor Research Institute | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751921898 | Research | TX | 501(c)(3) | Line 4 | Baylor Health Care System | Yes (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 | Yes (1) |
| Baylor University Medical Center | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751837454 | Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (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 | Yes (1) |
| Hillcrest Baptist Medical Center | ||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 741161944 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Memorial Hospital | Yes (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 | Yes (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 | Yes (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 | Yes (1) |
| Scott & White Clinic | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742958277 | Physician Services | TX | 501(c)(3) | Line 10 | Scott & White Healthcare | Yes (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 | Yes (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 | Yes (1) |
| Scott & White Foundation-Brenham | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742460815 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Hospital-Brenham | Yes (1) |
| Scott & White Health Plan | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742052197 | HMO | TX | 501(c)(4) | Baylor Scott & White Holdings | Yes (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 | Yes (1) |
| Scott & White Healthcare Foundation | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273513154 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Healthcare | Yes (1) |
| Scott & White Hospital-Brenham | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742519752 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) |
| Scott & White Hospital-College Station | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 274434451 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) |
| Scott & White Hospital-Llano | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273026151 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) |
| Scott & White Hospital-Marble Falls | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 464007700 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) |
| Scott & White Hospital-Round Rock | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 203749695 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) |
| Scott & White Hospital-Taylor | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741595711 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) |
| Scott & White Memorial Hospital | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741166904 | Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (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 | Yes (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 | Yes (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 | Yes (1) |
| 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 | Yes (1) |
| Scott & White Care Plans | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 822794853 | HMO | TX | 501(c)(4) | Scott & White Health Plan | Yes (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 | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| 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 | Ambulatory Surgery Center | TX | N/A |
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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (1) | ||||
| Baylor Health Enterprises LP | |||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751997378 | Fitness Center/Pharmacy | TX | N/A | C | Yes (1) | ||||
| Baylor Health Network Inc | |||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752463251 | Health Care Consulting Services | TX | N/A | C | Yes (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 | Yes (1) | ||||
| Baylor Quality Health Care Alliance LLC | |||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 454015863 | ACO | TX | N/A | C | Yes (1) | ||||
| Baylor Scott & White Assurance SPC | |||||||||||||
| 980589956 | Investment | N/A | C | Yes (1) | 23 Lime Tree Bay | Grand Cayman | CJ | CJ | |||||
| BMP Incorporated | |||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751436779 | Post Office | TX | N/A | C | Yes (1) | ||||
| BUMCRoberts Condominium Owners Association Inc | |||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752897806 | Condo Association | TX | N/A | C | Yes (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 | Yes (1) | ||||
| Insurance Company of Scott & White | |||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 743092083 | Insurance | TX | N/A | C | Yes (1) | ||||
| SHA LLC | |||||||||||||
| 12940 N Hwy 183 | Austin | TX | 78750 | 752569094 | HMO | TX | N/A | C | Yes (1) | ||||
| Southwest Life & Health Insurance Company Inc | |||||||||||||
| 12940 N Hwy 183 | Austin | TX | 78750 | 751085046 | Insurance | TX | N/A | C | Yes (1) | ||||
| 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) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 (19 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Scott & White Health Plan | ||
| A | $2,266,000 | GAAP |
| Scott & White Hospital Round Rock | ||
| A | $3,016,327 | GAAP |
| Baylor Scott & White Medical Centers-Capitol Area | ||
| A | $3,665,349 | GAAP |
| Century Integrated Partners Inc | ||
| A | $515,009 | GAAP |
| Hillcrest Baptist Medical Center | ||
| A | $406,453 | GAAP |
| Scott & White Clinic | ||
| A | $1,759,428 | GAAP |
| Scott & White Continuing Care Hospital | ||
| A | $661,092 | GAAP |
| Scott & White Hospital-College Station | ||
| A | $7,592,686 | GAAP |
| Baylor Scott & White Health | ||
| B | $200,000,000 | GAAP |
| Baylor University Medical Center | ||
| B | $375,000,000 | GAAP |
| Scott & White Health Plan | ||
| B | $90,000,000 | GAAP |
| Scott & White Healthcare | ||
| B | $350,000,000 | GAAP |
| Baylor Health Care System | ||
| B | $325,000,000 | GAAP |
| Baylor Health Care System | ||
| C | $200,184 | GAAP |
| Baylor Scott & WHite Medical Centers-Capitol Area | ||
| D | $71,716,164 | GAAP |
| Century Integrated Partners Inc | ||
| D | $26,000,000 | GAAP |
| Scott & White Clinic | ||
| D | $10,696,034 | GAAP |
| Baylor Scott & White Health | ||
| L | $30,079,172 | GAAP |
| Baylor Scott & White Health | ||
| M | $43,968,614 | GAAP |