2017-05-15T15:32:56-05:00 2016-06-30 990 2015-07-01 751837454 Baylor University Medical Center BAYL 2148204135 2001 Bryan Street No 2200 Dallas TX 75201 Jay Whitfield VP-Finance/CFO 2148204135 2017-05-15 2015 2021-01-29 14:40:06Z T Douglas Lawson 3600 Gaston Avenue Ste 150 Dallas TX 75246 1498935739 0 X www.bswhealth.com X 1981 TX Faith based acute care hospital providing exemplary patient care, medical education, medical research and community service to residents of the Dallas/Fort Worth twelve county region since 1903. 10 9 6065 477 575225 175277 23261046 30731176 1187429554 1243132219 174946873 23406950 8917334 10506913 1394554807 1307777258 59327679 60455588 0 0 364624800 393195268 0 0 0 591611307 634570347 1015563786 1088221203 378991021 219556055 2010990297 2202788164 62913779 66754594 1948076518 2136033570 X Baylor Scott & White Health exists to serve all people by providing personalized health and wellness through exemplary care, education and research as a Christian ministry of healing. 0 0 911377524 41633480 1229003669 See Schedule OBaylor University Medical Center at Dallas (BUMC) is a faith-based, nonprofit 952-bed acute care hospital providing exemplary patient care services to the residents of the Dallas-Fort Worth Metroplex. BUMC is a major patient care, research and medical education center of the Southwest and serves local, national and international patients caring for more than 300,000 patients per year.BUMC is affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare. Today, BSWH includes 48 hospitals, more than 1,000 patient care sites, more than 5,500 active physicians, over 44,000 employees and the Scott & White Health Plan. BUMC is one of the system's two flagship hospitals and provides inpatient and outpatient medical services in over 20 specialties to treat individuals with diseases, illnesses and injuries of varying complexities. Services include providing patients with innovative methods of prevention, diagnosis, treatment, education and support consistent with a quality teaching and research hospital. Multidisciplinary interaction among physicians helps ensure comprehensive care for all stages of illness through all stages of life. Many of the major health care programs have received national recognition and honors, including the Level I Trauma Center, a Level III 83-Bed Neonatal Intensive Care Unit, transplant program, neuroscience center, digestive disease center, orthopaedic institute and a new dedicated cancer hospital and center. During the fiscal year, BUMC admitted 36,256 patients resulting in 240,834 days of care, delivered 4,619 babies, and received 105,784 emergency department visits. Additionally, BUMC provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas Statutory methodology) of $216,761,740 and provided community benefits (as reported on the Internal Revenue Service (IRS) Form 990, Schedule H) of $154,173,580 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $68,596,706 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H.See Schedule H for more information regarding these services and how BUMC promotes the health of the communities. 29961574 14176841 See Schedule OMedical education is a crucial part of BUMC's mission. BUMC commits resources to help address the shortage of health care professionals including partnering with other educational institutions and similar organizations. BUMC provided medical residency programs for the training of future physicians, nurses and other health professionals in an effort to increase the supply of health care professionals nation-wide. During the year, BUMC served 223 medical residency students. Assisting with the preparation of future nurses at entry and advanced levels of nursing is critical in establishing a workforce of qualified nurses. During the year, BUMC invested 40,063 hours in the training of undergraduate nurses. Total unreimbursed cost of these medical education programs is $15,784,733. 18822108 18822108 See Schedule OMoving scientific theory from the research bench to clinical trials and ultimately to the patient's bedside is central to BSWH's commitment to patient-centered medical research. During the year, BUMC supported clinical research development costs, research papers and studies through Baylor Research Institute (BRI), at a cost of $18,822,108. At BRI alone, more than 1,000 patient-focused research projects are underway. 960161206 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 584 0 1 6065 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 10 9 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X Jay Whitfield 2148201913 3500 Gaston Avenue Suite 220 Dallas TX 75246 X Gwyn Clarkston Shea Trustee 1.00 1.00 X 0 0 0 Walker Harman Trustee 1.00 1.00 X 0 0 0 Roy Lamkin Trustee/Chairman 1.00 1.00 X X 0 0 0 Thomas Leppert Trustee 1.00 1.00 X 0 0 0 Paul Madeley MD Trustee 1.00 40.00 X 0 714322 29465 George McCleskey Trustee 1.00 1.00 X 0 0 0 J Kent Newsom Trustee 1.00 1.00 X 0 0 0 Janie Pena Trustee 1.00 1.00 X 0 0 0 Donald Wills Trustee 1.00 1.00 X 0 378 0 Frank Wilson Trustee 1.00 1.00 X 0 0 0 Elizabeth Houser Beckman VP/CNO 40.00 40.00 X 0 322391 41855 T Doug Lawson President 40.00 0.00 X 968308 0 201856 Scott Peek Chief Operating Officer 40.00 40.00 X 0 592681 148221 Jason Whitfield VP Finance/CFO 40.00 0.00 X 354703 0 72966 Amy Yeager Secretary 1.00 40.00 X 0 616293 79334 Gail Maxwell VP Administration 40.00 0.00 X 240961 0 21489 Janice Whitmire VP Transplant 40.00 40.00 X 228089 172485 43277 Liz Youngblood VP Administration & Operations 40.00 0.00 X 722946 0 121085 Michael Ramsay MD Chief Anesthesia 30.00 10.00 X 597525 0 21266 Bradley Lembcke MD VP Medical Affairs 40.00 0.00 X 513831 0 87211 Michael Emmett MD Chief Internal Medicine 40.00 0.00 X 454333 0 73345 Warren Lichliter MD Surgical Education Division Chief 40.00 40.00 X 59600 432942 16082 William Sutker MD Medical Director 40.00 0.00 X 360479 0 34678 William Boyd Former Officer 0.00 40.00 X 0 1988324 263169 John McWhorter Former Officer 0.00 40.00 X 0 1907354 381368 Ernest Franklin MD Former Key Employee 0.00 40.00 X 0 938056 105442 Janeene Jones Former Key Employee 0.00 40.00 X 0 499884 134157 Claudia Wilder Former Officer 40.00 40.00 X 140672 509526 15361 Christopher York Former Key Employee 0.00 40.00 X 0 488084 123468 4641447 9182720 2015095 411 1 1 0 HealthTexas Provider Network 2001 Bryan St Ste 2200 Dallas TX 75201 Clinical/Administrative 42609305 MEDCO Construction LLC 2001 Bryan St Ste 2200 Dallas TX 75201 Construction Services 32248659 Aramark Services Inc P O Box 651009 Charlotte NC 282651009 Engineering/Food Services 23716834 Med Fusion LLC P O Box 222137 Dallas TX 75222 Lab Services 10593067 Baylor Heart & Vascular Center LLP 2001 Bryan St Ste 2200 Dallas TX 75201 Clinical Services 9303686 110 30203068 206135 321973 30731176 Patient Care 622110 1227545254 1227545254 Rent 531120 7281157 7281157 Education 611710 5050052 5050052 EHR Incentive 622110 1577232 1577232 Management fees 561110 413435 413435 1265089 957527 261130 46432 1243132219 17611107 48291 17562816 38793 38793 196954324 189741334 1417147 7212990 -1417147 5795843 5795843 Cafeteria/Vending 722514 7390664 7390664 Parking 812930 1925892 1925892 Gift Shop/Retail 453220 1151564 314095 837469 10468120 1307777258 1242872948 575225 33597909 X 60390588 60390588 65000 65000 2746863 2746863 24574 24574 315414611 310569197 4845414 10490322 10395419 94903 42400534 41738397 662137 22118364 21596917 521447 538527 538527 358853 358853 120333 120333 278318793 164147056 114171737 305537 204287 101250 12933001 11016656 1916345 58853142 58853142 32510145 32177627 332518 1234506 1202708 31798 1134287 1116812 17475 242583 242583 39167876 39167876 594930 3941 590989 Medical Supplies 191540584 191540584 Non-Medical Supplies 14208094 13858186 349908 Special Functions 775986 257567 518419 Income Tax 70279 70279 1662891 983283 679608 1088221203 960161206 128059997 0 54992 78479 170646139 151343508 573802 734387 15943089 17111234 348301 535530 892702170 503059181 357602020 389642989 1002377077 721101249 255470884 634097755 9940048 9712048 198033945 278430985 2010990297 2202788164 51496641 56769980 9650973 8714480 1766165 1270134 62913779 66754594 X 1756790216 1939537935 100212264 93884058 91074038 102611577 1948076518 2136033570 2010990297 2202788164 X 219556055 -36809921 5210918 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 46747 1 120333 0 0 167080 0 Part II-B, Line 1: Statement Regarding Legislative Activity: Health care policy is critical to all Americans, and the Organization believes that health care providers must participate in forming health care policy by interacting with national, state and local representatives and their staff members to help them better understand the complexities and ramifications of key health care policies including, without limitation, those related to uninsured and indigent patient needs as well as the legislative and regulatory needs to assure the delivery of cost-efficient, quality health care. The Organization has established relationships with persons and industry associations that often communicate the Organization's positions on major health care issues. These contacts may include direct contact, telephone conversations and/or letters. Also, the Organization may attempt to educate the local community on certain legislative initiatives that may impact The Organization's ability to provide quality health care services to the community through direct mailings, media advertising or broadcast statements. The amount of resources (time and money) involved in these activities is insubstantial. The Organization has not intervened in any political campaign. 132015792 11053536 3418284 6065957 140421655 127648671 3188927 6946547 5768353 132015792 117699052 4923186 10040109 5013676 127648671 113825031 660716 10580441 7367136 117699052 112111922 875604 3463242 2625737 113825031 0.00700 0.99300 0 1 1 17015765 17015765 609946436 323555720 286390716 265739969 179503461 86236508 389642989 Invest-South Sector Health Init 27225000 C Invest-Baylor Heart & Vasc Ctr LLP 34166189 F Investment in Baylor Quality Alliance 1250000 C Investment in Careflite 3958065 C Invest-Texas Health Ventures Grp LLC 124022424 F Invest-Baylor Ambulatory Endo Ctr 3104374 F Investment in EBD JV, LLP 9379873 F Investment in THVG Bariatric LLC 9322627 F Investment in BTDI JV, LLP 56406741 F Investment in BT East Dallas JV LLP 350006087 F Invest-Century Integrated Ptrs Inc 15081375 F Invest-Tower Road Real Estate 175000 F 634097755 Grantor Trust 4473086 Physician Guarantee Receivable 1270134 Interest in Net Assets of Related Foundation 196495635 LT Investment USPI Stock 76192130 278430985 Physician Guarantee Liability 1270134 1270134 X Part V, Line 4: The Baylor Health Care System Foundation endowments provide support for the activities and purposes of BSW Holdings and its affiliated entities (collectively, "BSWH"). They enable BSWH to advance its medical objective and mission, including sponsorship of patient care, research, and educational and training programs. Part X, Line 2: The filing organization does not have separate individual audited financial statements; however, the organization is included in BSW Holdings' combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes." As of June 30, 2016 and 2015, the System had no material gross unrecognized tax benefits. East Asia & the Pacific 0 0 Program Services Medical Education 35323 Europe 0 0 Program Services Medical Education 49086 North America 0 0 Program Services Medical Education 10564 Central America & the Caribbean 0 0 Investments 112498269 0 0 0 0 0 0 112593242 0 112593242 1 0 1 0 0 0 Part I, Line 3: Accrual Basis 1 1 X 1 X 1 X 500.000000000000 1 1 1 0 1 1 75586788 15113447 60473341 0.04220 98601799 152785658 0.00000 38316 19190 19126 0.00000 174226903 167918295 60492467 0.04220 7399181 223906 7175275 0.00500 29961574 14176841 15784733 0.01100 10895645 4033332 6862313 0.00480 18822108 0 18822108 0.01310 45045453 8770 45036683 0.03140 112123961 18442849 93681112 0.06530 286350864 186361144 154173579 0.10750 1 118175319 0 337145855 374967063 -37821208 X 1 1 1 Baylor Heart & Vascular Center LLP Patient Care 0.55120 0.00000 0.44880 17 1 Baylor University Medical Center 3500 Gaston Avenue Dallas TX 75246 www.bswhealth.com 331 X X X X X A 2 Baylor Heart and Vascular Hospital 621 N Hall Dallas TX 75226 www.baylorhearthospital.com 7844 X A 3 Baylor Scott&White Med Ctr-Lake Pointe 6800 Scenic Drive Rowlett TX 75088 www.bswhealth.com 8618 X X X C 4 Baylor Scott&White Med Ctr-White Rock 9440 Poppy Drive Dallas TX 75218 www.bswhealth.com 100340 X X X D 5 Baylor Scott & White Med Ctr-Frisco 5601 Warren Parkway Frisco TX 75034 www.bmcf.com 7874 X X X A 6 Baylor Scott&White Med Ctr-Sunnyvale 231 S Collins Road Sunnyvale TX 75182 www.bswhealth.com 100033 X X X C 7 Baylor Sugical Hospital at Fort Worth 750 12th Avenue Ft Worth TX 76104 www.bshfw.com 100271 X X X B 8 North Central Surgical Center 9301 N Central Expressway Ste 100 Dallas TX 75231 www.northcentralsurgical.com 8606 X X X A 9 Baylor Ortho & Spine Hosp at Arlington 707 Highlander Blvd Arlington TX 76015 www.baylorarlington.com 100044 X X X B 10 Baylor Scott&White Med Ctr-Centennial 12505 Lebanon Road Frisco TX 75035 www.bswhealth.com 8063 X X X D 11 Baylor Medical Center at Trophy Club 2850 E State Hwy 114 Trophy Club TX 76262 www.baylortrophyclub.com 8051 X X X B 12 Baylor Scott&White Surg Hosp at Sherman 3601 N Calais Street Sherman TX 75090 www.heritageparksurgicalhospital.com 100320 X X X 13 Baylor Medical Center at Uptown 2727 East Lemmon Ave Dallas TX 75204 www.bayloruptown.com 100086 X X X A 14 Baylor Surgical Hosp at Las Colinas 400 West I-635 Suite 101 Irving TX 75063 www.baylorlascolinas.com 7995 X X X A 15 Baylor Emergency Med Centers 26791 Hwy 380 Aubrey TX 76227 www.bayloremc.com 8732 X X 16 Baylor Emer Med Ctrs Burleson & Mansfield 12500 S Freeway Suite 100 Burleson TX 76028 www.bayloremc.com 100258 X X B 17 Baylor Emergency Med Ctr at Rockwall 1975 Alpha Suite 100 Rockwall TX 75087 www.bayloremc.com 100238 X X Facility Reporting Group A 0 0 1 X X X X X X X X X 15 1 1 0 1 X http://communityneeds.bswhealth.com/ X 1 15 1 http://communityneeds.bswhealth.com/ 0 0 1 X 200.000000000000 500.000000000000 X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X 1 X 0 X X X 1 X 0 0 Facility Reporting Group B 0 0 1 X X X X X X X X X 15 1 1 0 1 X http://communityneeds.bswhealth.com/ X 1 15 1 http://communityneeds.bswhealth.com/ 0 0 1 X 200.000000000000 500.000000000000 X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X 1 X 0 X X X 1 X 0 0 Facility Reporting Group C 0 1 1 X X X X X X X X X 15 1 1 0 1 X http://communityneeds.bswhealth.com/ X 1 15 1 http://communityneeds.bswhealth.com/ 0 0 1 X 200.000000000000 500.000000000000 X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X 1 X 0 X X X 1 X 0 0 Facility Reporting Group D 0 1 1 X X X X X X X X X 15 1 1 0 1 X http://communityneeds.bswhealth.com/ X 1 15 1 http://communityneeds.bswhealth.com/ 0 0 1 X 200.000000000000 500.000000000000 X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X 1 X 0 X X X 1 X 0 0 Baylor Emergency Medical Centers 15 0 0 1 X X X X X X X X X 15 1 1 0 1 X http://communityneeds.bswhealth.com/ X 1 15 1 http://communityneeds.bswhealth.com/ 0 0 1 X 200.000000000000 500.000000000000 X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X 1 X 0 X X X 1 X 0 0 Baylor Emergency Med Ctr at Rockwall 17 0 0 1 X X X X X X X X X 15 1 1 0 1 X http://communityneeds.bswhealth.com/ X 1 15 1 http://communityneeds.bswhealth.com/ 0 0 1 X 200.000000000000 500.000000000000 X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X 1 X 0 X X X 1 X 0 0 Baylor Scott&White Surg Hosp at Sherman 12 0 1 0 0 1 X 200.000000000000 500.000000000000 X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X 1 X 0 X X X 1 X 0 0 Baylor Emergency Medical Centers Part V, Section B, Line 5: Focus groups with ten (10) participants, as well as six (6) key informant interviews, were conducted September through November of 2015 in order to take into account the input of persons representing the broad interests of the community served. The focus groups and interviews were conducted to solicit feedback from leaders and representatives who serve the community and have insight into community needs. The focus group was designed to familiarize participants with the CHNA process and gain a better understanding of priority health needs from the community's perspective. Focus groups were formatted for individual as well as small group feedback and also helped identify other community organizations already addressing health needs in the community. Truven Health also conducted key informant interviews for the community served. The interviews were designed to help understand and gain insight into how participants felt about the general health status of the community and the various drivers which contributed to health issues. In order to qualitatively assess the health needs for the community, participation was solicited from at least one state, local, tribal, or regional governmental public health department (or equivalent department or agency) with knowledge, information, or expertise relevant to the health needs of the community; as well as individuals or organizations serving and/or representing the interests of medically underserved, low-income, and minority populations in the community. In order to ensure the input received also represented the broad interests of the community served, participation was also sought from community leaders/groups, public health organizations, other healthcare organizations, and other healthcare providers (including physicians). The following is a list of groups consulted: United Way of Tarrant County, City Square, United Way of West Ellis County, United Way of Denton County, YWCA of Metropolitan Dallas, Collin County Health Care Services, Injury Prevention Center of Greater Dallas, Parkland Health and Hospital System, Metrocrest Community Clinic, Mental Health America of Greater Dallas, Bridge-Breast Network, JPS Health Network/Regional Health Partnership District 10, Tarrant County Hospital District, JPS Health Network Trinity Springs Pavilion for Psychiatric Services, Christian Community Action, AIDS Arms, Inc., Metrocare Services Baylor Emergency Med Ctr at Rockwall Part V, Section B, Line 5: Focus group with ten (10) participants, as well as six (6) key informant interviews, were conducted September through November of 2015 in order to take into account the input of persons representing the broad interests of the community served. The focus groups and interviews were conducted to solicit feedback from leaders and representatives who serve the community and have insight into community needs. The focus group was designed to familiarize participants with the CHNA process and gain a better understanding of priority health needs from the community's perspective. Focus groups were formatted for individual as well as small group feedback and also helped identify other community organizations already addressing health needs in the community. Truven Health also conducted key informant interviews for the community served. The interviews were designed to help understand and gain insight into how participants felt about the general health status of the community and the various drivers which contributed to health issues. In order to qualitatively assess the health needs for the community, participation was solicited from at least one state, local, tribal, or regional governmental public health department (or equivalent department or agency) with knowledge, information, or expertise relevant to the health needs of the community; as well as individuals or organizations serving and/or representing the interests of medically underserved, low-income, and minority populations in the community. In order to ensure the input received also represented the broad interests of the community served, participation was also sought from community leaders/groups, public health organizations, other healthcare organizations, and other healthcare providers (including physicians). The following is a list of groups consulted: United Way of Tarrant County, City Square, United Way of West Ellis County, United Way of Denton County, YWCA of Metropolitan Dallas, Collin County Health Care Services, Injury Prevention Center of Greater Dallas, Parkland Health and Hospital System, Metrocrest Community Clinic, Mental Health America of Greater Dallas, Bridge-Breast Network, JPS Health Network/Regional Health Partnership District 10, Tarrant County Hospital District, JPS Health Network Trinity Springs Pavilion for Psychiatric Services, Christian Community Action, AIDS Arms, Inc., Metrocare Services Baylor Emergency Medical Centers Part V, Section B, Line 6a: Baylor Emergency Medical Center at Murphy, Baylor Emergency Medical Center at Aubrey, Baylor Emergency Medical Center at Colleyville, Baylor Emergency Medical Center at KellerBaylor Emergency Medical Centers:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2016, the 15th day of the fifth month after the 2015 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Baylor Emergency Med Ctr at Rockwall Part V, Section B, Line 6a: Baylor Scott & White Medical Center - Sunnyvale, Baylor Emergency Medical Center at Rockwall, Baylor Scott & White Medical Center - Lake PointeBaylor Emergency Med Ctr at Rockwall:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2016, the 15th day of the fifth month after the 2015 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Baylor Scott&White Surg Hosp at Sherman Part V, Section B, Line 2: In June 2015, the organization acquired Baylor Scott & White Medical Center - Sherman (formerly known as Heritage Park Surgical Hospital) through a partnership named Heritage Park Surgical Hospital LLC in which the organization is the controlling partner. A community health needs assessment and implementation strategy will be completed within the prescribed time for newly acquired hospital facilities in accordance with Treas. Reg 1.501(r)-3(d)(1). Baylor Emergency Medical Centers Part V, Section B, Line 11: The hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities in the community to complete a joint community health needs assessment and develop a joint implementation strategy to meet certain federal and state requirements. These hospitals will address significant community health needs based on their intersection with the stated mission and key clinical strengths. Specific actions can be found in the joint implementation strategy that is made widely available on the website listed in Schedule H, Part V, Section B, Line 10a. The following identified needs have not been addressed in the joint community benefit implementation plan because there are multiple other community and state agencies whose expertise and infrastructure are better suited for addressing these needs: Mental/behavioral health, Chronic illness, Physical inactivity, Dental services, and Hyperlipidemia. Baylor Emergency Med Ctr at Rockwall Part V, Section B, Line 11: The hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities in the community to complete a joint community health needs assessment and develop a joint implementation strategy to meet certain federal and state requirements. These hospitals will address significant community health needs based on their intersection with the stated mission and key clinical strengths. Specific actions can be found in the joint implementation strategy that is made widely available on the website listed in Schedule H, Part V, Section B, Line 10a.The following identified needs have not been addressed in the joint community benefit implementation plan because there are multiple other community and state agencies whose expertise and infrastructure are better suited for addressing these needs: Lack of dentists and Teen births & drug poisoning deaths. Baylor Emergency Medical Centers Part V, Section B, Line 16i: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Baylor Emergency Med Ctr at Rockwall Part V, Section B, Line 16i: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Baylor Scott&White Surg Hosp at Sherman Part V, Section B, Line 16i: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Part V, Section B Facility Reporting Group A Facility Reporting Group A consists of: - Facility 1: Baylor University Medical Center, - Facility 2: Baylor Heart and Vascular Hospital, - Facility 5: Baylor Scott & White Med Ctr-Frisco, - Facility 8: North Central Surgical Center, - Facility 13: Baylor Medical Center at Uptown, - Facility 14: Baylor Surgical Hosp at Las Colinas Facility Reporting Group A Part V, Section B, line 5: Focus groups with ten (10) participants, as well as eight (8) key informant interviews, were conducted September through November of 2015 in order to take into account the input of persons representing the broad interests of the community served. The focus groups and interviews were conducted to solicit feedback from leaders and representatives who serve the community and have insight into community needs. The focus group was designed to familiarize participants with the CHNA process and gain a better understanding of priority health needs from the community's perspective. Focus groups were formatted for individual as well as small group feedback and also helped identify other community organizations already addressing health needs in the community. Truven Health also conducted key informant interviews for the community served. The interviews were designed to help understand and gain insight into how participants felt about the general health status of the community and the various drivers which contributed to health issues. In order to qualitatively assess the health needs for the community, participation was solicited from at least one state, local, tribal, or regional governmental public health department (or equivalent department or agency) with knowledge, information, or expertise relevant to the health needs of the community; as well as individuals or organizations serving and/or representing the interests of medically underserved, low-income, and minority populations in the community. In order to ensure the input received also represented the broad interests of the community served, participation was also sought from community leaders/groups, public health organizations, other healthcare organizations, and other healthcare providers (including physicians). The following is a list of groups consulted: United Way of Tarrant County, City Square, United Way of West Ellis County, United Way of Denton County, YWCA of Metropolitan Dallas, Collin County Health Care Services, Injury Prevention Center of Greater Dallas, Parkland Health and Hospital System, Metrocrest Community Clinic, Mental Health America of Greater Dallas, Bridge-Breast Network, JPS Health Network/Regional Health Partnership District 10, Tarrant County Hospital District, JPS Health Network Trinity Springs Pavilion for Psychiatric Services, Christian Community Action, AIDS Arms, Inc., Metrocare Services Facility Reporting Group A Part V, Section B, line 6a: Baylor University Medical Center, Baylor Institute for Rehabilitation at Northwest Dallas, Baylor Heart and Vascular Hospital, Baylor Medical Center at Uptown, Baylor Institute for Rehabilitation, North Central Surgical Center, Baylor Institute for Rehabilitation at Frisco, Baylor Scott & White Medical Center - Carrollton, Baylor Scott & White Medical Center - Frisco, Baylor Scott & White Medical Center - Garland, Baylor Scott & White Medical Center - McKinney, Baylor Scott & White Medical Center - Plano, The Heart Hospital Baylor Denton, The Heart Hospital Baylor Plano, Baylor Scott & White Medical Center - Irving, Baylor Surgical Hospital at Las Colinas, Baylor Scott & White Medical Center - White Rock, Baylor Scott & White Medical Center - CentennialFacility Reporting Group A:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2016, the 15th day of the fifth month after the 2015 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Facility Reporting Group A Part V, Section B, line 11: The hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities in the community to complete a joint community health needs assessment and develop a joint implementation strategy to meet certain federal and state requirements. These hospitals will address significant community health needs based on their intersection with the stated mission and key clinical strengths. Specific actions can be found in the joint implementation strategy that is made widely available on the website listed in Schedule H, Part V, Section B, Line 10a. The following identified need has not been addressed in the joint community benefit implementation plan because there are multiple other community and state agencies whose expertise and infrastructure are better suited for addressing this need: Teen Pregnancy.Although this need is not formally addressed in the joint implementation strategy, the hospitals expect to add impact to this need through financial contributions to agencies who are dedicated to supporting the needs encountered when teens experience pregnancy and accompanying issues. Facility Reporting Group A Part V, Section B, line 13b: Facility Reporting Group A Part V, Section B, line 13h: Facility Reporting Group A Part V, Section B, line 16i: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Facility Reporting Group A Part V, Section B, line 22d: Part V, Section B Facility Reporting Group B Facility Reporting Group B consists of: - Facility 7: Baylor Sugical Hospital at Fort Worth, - Facility 9: Baylor Ortho & Spine Hosp at Arlington, - Facility 11: Baylor Medical Center at Trophy Club, - Facility 16: Baylor Emer Med Ctrs Burleson & Mansfield Facility Reporting Group B Part V, Section B, line 5: Focus groups with ten (10) participants, as well as six (6) key informant interviews, were conducted September through November of 2015 in order to take into account the input of persons representing the broad interests of the community served. The focus groups and interviews were conducted to solicit feedback from leaders and representatives who serve the community and have insight into community needs. The focus group was designed to familiarize participants with the CHNA process and gain a better understanding of priority health needs from the community's perspective. Focus groups were formatted for individual as well as small group feedback and also helped identify other community organizations already addressing health needs in the community. Truven Health also conducted key informant interviews for the community served. The interviews were designed to help understand and gain insight into how participants felt about the general health status of the community and the various drivers which contributed to health issues. In order to qualitatively assess the health needs for the community, participation was solicited from at least one state, local, tribal, or regional governmental public health department (or equivalent department or agency) with knowledge, information, or expertise relevant to the health needs of the community; as well as individuals or organizations serving and/or representing the interests of medically underserved, low-income, and minority populations in the community. In order to ensure the input received also represented the broad interests of the community served, participation was also sought from community leaders/groups, public health organizations, other healthcare organizations, and other healthcare providers (including physicians). The following is a list of groups consulted: United Way of Tarrant County, City Square, United Way of West Ellis County, United Way of Denton County, YWCA of Metropolitan Dallas, Collin County Health Care Services, Injury Prevention Center of Greater Dallas, Parkland Health and Hospital System, Metrocrest Community Clinic, Mental Health America of Greater Dallas, Bridge-Breast Network, JPS Health Network/Regional Health Partnership District 10, Tarrant County Hospital District, JPS Health Network Trinity Springs Pavilion for Psychiatric Services, Christian Community Action, AIDS Arms, Inc., Metrocare Services Facility Reporting Group B Part V, Section B, line 6a: Baylor Scott & White All Saints Medical Center - Fort Worth, Baylor Institute for Rehabilitation at Fort Worth, Baylor Scott & White Medical Center - Grapevine, Baylor Surgical Hospital at Fort Worth, Baylor Medical Center at Trophy Club, Baylor Orthopaedic and Spine Hospital at Arlington, Baylor Emergency Medical Center at Burleson, Baylor Emergency Medical Center at MansfieldFacility Reporting Group B:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2016, the 15th day of the fifth month after the 2015 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Facility Reporting Group B Part V, Section B, line 11: The hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities in the community to complete a joint community health needs assessment and develop a joint implementation strategy to meet certain federal and state requirements. These hospitals will address significant community health needs based on their intersection with the stated mission and key clinical strengths. Specific actions can be found in the joint implementation strategy that is made widely available on the website listed in Schedule H, Part V, Section B, Line 10a. Facility Reporting Group B Part V, Section B, line 13b: Facility Reporting Group B Part V, Section B, line 13h: Facility Reporting Group B Part V, Section B, line 16i: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Facility Reporting Group B Part V, Section B, line 22d: Part V, Section B Facility Reporting Group C Facility Reporting Group C consists of: - Facility 3: Baylor Scott&White Med Ctr-Lake Pointe, - Facility 6: Baylor Scott&White Med Ctr-Sunnyvale Facility Reporting Group C Part V, Section B, line 2: On January 1, 2016, the organization, acquired the following hospital facilities through a partnership named BT East Dallas JV, LLP in which the organization is the controlling partner: Baylor Scott & White Medical Center - Sunnyvale (formerly known as Texas Regional Medical Center), Baylor Scott & White Medical Center - Lake Pointe (formerly known as Lake Pointe Medical Center), Baylor Scott & White Medical Center - Centennial (formerly known as Centennial Medical Center) and Baylor Scott & White Medical Center - White Rock (formerly known as Doctors Hospital at White Rock Lake). Community health needs assessments and implementation strategies for these hospital facilities were completed during the tax year ending June 30, 2016 and are made widely available to the public at http://communityneeds.bswhealth.com/. Facility Reporting Group C Part V, Section B, line 5: Focus group with ten (10) participants, as well as six (6) key informant interviews, were conducted September through November of 2015 in order to take into account the input of persons representing the broad interests of the community served. The focus groups and interviews were conducted to solicit feedback from leaders and representatives who serve the community and have insight into community needs. The focus group was designed to familiarize participants with the CHNA process and gain a better understanding of priority health needs from the community's perspective. Focus groups were formatted for individual as well as small group feedback and also helped identify other community organizations already addressing health needs in the community. Truven Health also conducted key informant interviews for the community served. The interviews were designed to help understand and gain insight into how participants felt about the general health status of the community and the various drivers which contributed to health issues. In order to qualitatively assess the health needs for the community, participation was solicited from at least one state, local, tribal, or regional governmental public health department (or equivalent department or agency) with knowledge, information, or expertise relevant to the health needs of the community; as well as individuals or organizations serving and/or representing the interests of medically underserved, low-income, and minority populations in the community. In order to ensure the input received also represented the broad interests of the community served, participation was also sought from community leaders/groups, public health organizations, other healthcare organizations, and other healthcare providers (including physicians). The following is a list of groups consulted: United Way of Tarrant County, City Square, United Way of West Ellis County, United Way of Denton County, YWCA of Metropolitan Dallas, Collin County Health Care Services, Injury Prevention Center of Greater Dallas, Parkland Health and Hospital System, Metrocrest Community Clinic, Mental Health America of Greater Dallas, Bridge-Breast Network, JPS Health Network/Regional Health Partnership District 10, Tarrant County Hospital District, JPS Health Network Trinity Springs Pavilion for Psychiatric Services, Christian Community Action, AIDS Arms, Inc., Metrocare Services Facility Reporting Group C Part V, Section B, line 6a: Baylor Scott & White Medical Center - Sunnyvale, Baylor Emergency Medical Center at Rockwall, Baylor Scott & White Medical Center - Lake PointeFacility Reporting Group C:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2016, the 15th day of the fifth month after the 2015 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Facility Reporting Group C Part V, Section B, line 11: The hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities in the community to complete a joint community health needs assessment and develop a joint implementation strategy to meet certain federal and state requirements. These hospitals will address significant community health needs based on their intersection with the stated mission and key clinical strengths. Specific actions can be found in the joint implementation strategy that is made widely available on the website listed in Schedule H, Part V, Section B, Line 10a.The following identified needs have not been addressed in the joint community benefit implementation plan because there are multiple other community and state agencies whose expertise and infrastructure are better suited for addressing these needs: Lack of dentists and Teen births & drug poisoning deaths. Facility Reporting Group C Part V, Section B, line 13b: Facility Reporting Group C Part V, Section B, line 13h: Facility Reporting Group C Part V, Section B, line 16i: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Facility Reporting Group C Part V, Section B, line 22d: Part V, Section B Facility Reporting Group D Facility Reporting Group D consists of: - Facility 4: Baylor Scott&White Med Ctr-White Rock, - Facility 10: Baylor Scott&White Med Ctr-Centennial Facility Reporting Group D Part V, Section B, line 2: On January 1, 2016, the organization, acquired the following hospital facilities through a partnership named BT East Dallas JV, LLP in which the organization is the controlling partner: Baylor Scott & White Medical Center - Sunnyvale (formerly known as Texas Regional Medical Center), Baylor Scott & White Medical Center - Lake Pointe (formerly known as Lake Pointe Medical Center), Baylor Scott & White Medical Center - Centennial (formerly known as Centennial Medical Center) and Baylor Scott & White Medical Center - White Rock (formerly known as Doctors Hospital at White Rock Lake). Community health needs assessments and implementation strategies for these hospital facilities were completed during the tax year ending June 30, 2016 and are made widely available to the public at http://communityneeds.bswhealth.com/. Facility Reporting Group D Part V, Section B, line 5: Focus groups with ten (10) participants, as well as eight (8) key informant interviews, were conducted September through November of 2015 in order to take into account the input of persons representing the broad interests of the community served. The focus groups and interviews were conducted to solicit feedback from leaders and representatives who serve the community and have insight into community needs. The focus group was designed to familiarize participants with the CHNA process and gain a better understanding of priority health needs from the community's perspective. Focus groups were formatted for individual as well as small group feedback and also helped identify other community organizations already addressing health needs in the community. Truven Health also conducted key informant interviews for the community served. The interviews were designed to help understand and gain insight into how participants felt about the general health status of the community and the various drivers which contributed to health issues. In order to qualitatively assess the health needs for the community, participation was solicited from at least one state, local, tribal, or regional governmental public health department (or equivalent department or agency) with knowledge, information, or expertise relevant to the health needs of the community; as well as individuals or organizations serving and/or representing the interests of medically underserved, low-income, and minority populations in the community. In order to ensure the input received also represented the broad interests of the community served, participation was also sought from community leaders/groups, public health organizations, other healthcare organizations, and other healthcare providers (including physicians). The following is a list of groups consulted: United Way of Tarrant County, City Square, United Way of West Ellis County, United Way of Denton County, YWCA of Metropolitan Dallas, Collin County Health Care Services, Injury Prevention Center of Greater Dallas, Parkland Health and Hospital System, Metrocrest Community Clinic, Mental Health America of Greater Dallas, Bridge-Breast Network, JPS Health Network/Regional Health Partnership District 10, Tarrant County Hospital District, JPS Health Network Trinity Springs Pavilion for Psychiatric Services, Christian Community Action, AIDS Arms, Inc., Metrocare Services Facility Reporting Group D Part V, Section B, line 6a: Baylor University Medical Center, Baylor Institute for Rehabilitation at Northwest Dallas, Baylor Heart and Vascular Hospital, Baylor Medical Center at Uptown, Baylor Institute for Rehabilitation, North Central Surgical Center, Baylor Institute for Rehabilitation at Frisco, Baylor Scott & White Medical Center - Carrollton, Baylor Scott & White Medical Center - Frisco, Baylor Scott & White Medical Center - Garland, Baylor Scott & White Medical Center - McKinney, Baylor Scott & White Medical Center - Plano, The Heart Hospital Baylor Denton, The Heart Hospital Baylor Plano, Baylor Scott & White Medical Center - Irving, Baylor Surgical Hospital at Las Colinas, Baylor Scott & White Medical Center - White Rock, Baylor Scott & White Medical Center - CentennialFacility Reporting Group D:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2016, the 15th day of the fifth month after the 2015 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Facility Reporting Group D Part V, Section B, line 11: The hospital is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities in the community to complete a joint community health needs assessment and develop a joint implementation strategy to meet certain federal and state requirements. These hospitals will address significant community health needs based on their intersection with the stated mission and key clinical strengths. Specific actions can be found in the joint implementation strategy that is made widely available on the website listed in Schedule H, Part V, Section B, Line 10a. The following identified need has not been addressed in the joint community benefit implementation plan because there are multiple other community and state agencies whose expertise and infrastructure are better suited for addressing this need: Teen Pregnancy.Although this need is not formally addressed in the joint implementation strategy, the hospitals expect to add impact to this need through financial contributions to agencies who are dedicated to supporting the needs encountered when teens experience pregnancy and accompanying issues. Facility Reporting Group D Part V, Section B, line 13b: Facility Reporting Group D Part V, Section B, line 13h: Facility Reporting Group D Part V, Section B, line 16i: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Facility Reporting Group D Part V, Section B, line 22d: 76 1 - Baylor Surgicare at Richardson 610 N Coit Suite 2120 Richardson TX 75080 Bariatric Center 2 - Baylor Surgicare at Fort Worth I 975 Haskell Street Fort Worth TX 76107 Ambulatory Surgery Center 3 - Baylor Surgicare at Fort Worth II 2001 Cooper Street Fort Worth TX 76104 Ambulatory Surgery Center 4 - Baylor Surgicare at Valley View 5744 LBJ Freeway Suite 200 Dallas TX 75240 Ambulatory Surgery Center 5 - Baylor Surgicare at Mansfield 280 Regency Parkway Mansfield TX 76063 Ambulatory Surgery Center 6 - Baylor Surgicare 3920 Worth Street Dallas TX 75246 Ambulatory Surgery Center 7 - Lone Star Endoscopy Center 180 Bear Creek Parkway Keller TX 76248 Ambulatory Surgery Center 8 - Baylor Surgicare at Carrollton 4780 North Josey Lane Carrollton TX 75010 Ambulatory Surgery Center 9 - Baylor Surgicare at Grapevine 2020 W State Hwy 114 Suite 102 Grapevine TX 76051 Ambulatory Surgery Center 10 - Baylor Surgicare at Plano 1701 Ohio Drive Plano TX 75093 Ambulatory Surgery Center 11 - Baylor Surgicare at North Garland 7150 N Georg Bush Highway Garland TX 75044 Ambulatory Surgery Center 12 - North Texas Surgery Center 7992 West Virginia Drive Suite 1600 Dallas TX 75237 Ambulatory Surgery Center 13 - Park Cities Surgery Center 6901 Snider Plaza Suite 300 University Park TX 75205 Ambulatory Surgery Center 14 - Rockwall Surgery Center 825 West Yellowjacket Lane Suite 100 Rockwall TX 75087 Ambulatory Surgery Center 15 - Texas Endoscopy Center 6405 W Parker Rd Suite 370 Plano TX 75093 Endoscopy Center 16 - Baylor Surgicare at Denton 350 South I-35 East Denton TX 76205 Ambulatory Surgery Center 17 - Baylor Surgicare at Garland 530 Clara Barton Suite 100 Garland TX 75042 Ambulatory Surgery Center 18 - Touchstone Imaging Mesquite 1425 Gross Rd Suite 130 Mesquite TX 75149 Radiology Center 19 - Baylor Surgicare at Granbury 1717 Paluxy Road Granbury TX 76048 Ambulatory Surgery Center 20 - Baylor Diagnostic Imag Ctr at Junius 3900 Junius Suite 100 Dallas TX 75246 Radiology Center 21 - Baylor Ambulatory Endoscopy Center 4708 Alliance Blvd Suite 210 Plano TX 75093 Ambulatory Surgery Center 22 - Touchstone Imaging Plano 3304 Communications Pkwy Suite 201 Plano TX 75093 Radiology Center 23 - Tuscan Surgery Center at Las Colinas 701 Tuscan Drive Suite 100 Irving TX 75039 Ambulatory Surgery Center 24 - Baylor Center for Pain Management 3600 Gaston Suite 360 Dallas TX 75246 Pain Center 25 - Touchstone Imaging Arlington 601 West Arbrook Blvd Arlington TX 76014 Radiology Center 26 - Baylor Surgicare at Oakmont 7200 Oakmont Blvd Suite 101 Fort Worth TX 76132 Ambulatory Surgery Center 27 - Baylor Surgicare at Bedford 1600 Central Drive Suite 180 Bedford TX 76022 Ambulatory Surgery Center 28 - Touchstone Imaging Downtown Rosedale 1701 West Rosedale Fort Worth TX 76104 Radiology Center 29 - Baylor Surgicare at Heath 6435 South FM 549 Suite 101 Heath TX 75032 Ambulatory Surgery Center 30 - Touchstone Imaging Oaktree Plaza 1435 South Loop 288 Suite 101 Denton TX 76205 Radiology Center 31 - Touchstone Imaging Fossil Creek 5455 Basswood Blvd Suite 550 Fort Worth TX 76137 Radiology Center 32 - Touchstone Imaging Burleson 665 NE Alsbury Blvd Burleson TX 76028 Radiology Center 33 - Baylor Ctr for Pain Mgmt - Grapevine 1615 Lancaster Dr Suite 103 Grapevine TX 76051 Pain Center 34 - Baylor Breast Imaging Center 3900 Junius Suite 200 Dallas TX 75246 Radiology Center 35 - Touchstone Imaging Lewisville 190 Civic Circle Suite 125 Lewisville TX 75067 Radiology Center 36 - Touchstone Imaging Northpark 9101 N Central Exp Suite 100 Dallas TX 75231 Radiology Center 37 - Touchstone Sendaro Imaging Medical Cente 7220 Louis Pasteur Suite 115 San Antonio TX 78229 Radiology Center 38 - Baylor Surgicare at Lewisville 1854 Lakepoint Drive Lewisville TX 75057 Ambulatory Surgery Center 39 - Touchstone Imaging Fort Worth SW 6001 Harris Parkway Fort Worth TX 76132 Radiology Center 40 - Touchstone Imaging McKinney 5321 W University Dr McKinney TX 75071 Radiology Center 41 - Touchstone Imaging Richardson 1910 North Collins Blvd Richardson TX 75080 Radiology Center 42 - Baylor Surgicare at Plano Parkway 4031 W Plano Parkway Suite 100 Plano TX 75093 Ambulatory Surgery Center 43 - Baylor Advanced Imaging Center 411 N Washington Suite 1000 Dallas TX 75246 Radiology Center 44 - Touchstone Fort Worth Main 1199 8th Ave Fort Worth TX 76104 Radiology Center 45 - Touchstone Imaging Hurst 1717 Precinct Line Rd Suite 103 Hurst TX 76054 Radiology Center 46 - Touchstone Imaging Keller 601 S Main Street Suite 100 Keller TX 76248 Radiology Center 47 - Baylor Surgicare at Ennis 2200 Physicians Blvd Suite A Ennis TX 75119 Ambulatory Surgery Center 48 - Touchstone Imaging Red Oak 305 E Ovilla Rd Red Oak TX 75154 Radiology Center 49 - Touchstone Dallas Forest Lane 11617 N Central Expwy Ste 132 136 Dallas TX 75243 Radiology Center 50 - Touchstone Imaging Post Oak 4316 James Casey St Ste E-1 Austin TX 78745 Radiology Center 51 - Touchstone Imaging Grapevine 2020 W Hwy 114 Suite 100 Grapevine TX 76051 Radiology Center 52 - Touchstone Imaging 38th 711 W 38th St Ste B-6-9 B-11-12 Austin TX 78705 Radiology Center 53 - Touchstone Imaging Flower Mound 3101 Churchill Drive Suite 100 Flower Mound TX 75022 Radiology Center 54 - Touchstone Imaging Grand Prairie 2740 N State Hwy 360 Suite 200 Grand Prairie TX 75050 Radiology Center 55 - Baylor Surgicare at Arlington 2400 Matlock Rd Suite 100 Arlington TX 76015 Ambulatory Surgery Center 56 - Touchstone Imaging Euless 350 West Park Way Suite 100 Euless TX 76040 Radiology Center 57 - Touchstone Sendaro Imaging South 614 SW Military San Antonio TX 78221 Radiology Center 58 - Touchstone Imaging Round Rock 15808 Hwy 620 N Austin TX 78717 Radiology Center 59 - Baylor Senior Health Ctr Mesquite 1650 Republic Pkwy Suite 150 Mesquite TX 75150 Senior Clinic 60 - Baylor Charles A Sammons Cancer Ctr 3410 Worth St Suite 770 Dallas TX 75246 Radiology Center 61 - Baylor Breast Imag Ctr North Dallas 9101 N Central Exp Suite 200 Dallas TX 75231 Radiology Center 62 - Baylor Neuroscience Ctr Headache Ctr 9101 N Central Exp Suite 400 Dallas TX 75231 Headache Clinic 63 - Baylor Martha Foster Lung Care Ctr 4004 Worth Street Suite 300 Dallas TX 75246 Asthma Center 64 - Touchstone Sendaro Imaging North Central 18626 Hardy Oak Ste 100 San Antonio TX 782584206 Radiology Center 65 - Baylor Geriatrics Center 4004 Worth Street Suite 100 Dallas TX 75246 Senior Clinic 66 - Memory and Alzheimer's Center 9101 N Central Exp Suite 190 Dallas TX 75231 Neuroscience Center 67 - Touchstone Imaging Northwest 11575 Jollyville Road Austin TX 78759 Radiology Center 68 - Touchstone Fort Worth PET & CT 1121 8th Ave Fort Worth TX 76104 Radiology Center 69 - Touchstone Imaging Garland 6850 Shiloh Rd Suite R Garland TX 75044 Radiology Center 70 - Touchstone Blue Star Imaging Valley Ranc One Cowboys Parking Irving TX 75063 Radiology Center 71 - Touchstone Flower Mound Corporate Court 3000 Corporate Court Ste 400 Flower Mound TX 75028 Radiology Center 72 - Baylor Breast Imaging Ctr at Rockwall 1355 Ridge Road Suite 105 Rockwall TX 75087 Radiology Center 73 - Baylor Breast Imag Ctr at Cedar Hill 294 Uptown Blvd Suite 110 Cedar Hill TX 75104 Radiology Center 74 - Weight Loss Surgery Clinic 9101 N Central Exp Suite 370 Dallas TX 75231 Bariatric Center 75 - Ruth Collins Diabetes Center 4000 Junius Street Dallas TX 75246 Diabetes Center 76 - Specialty Surgery Ctr of Fort Worth 1717 Precinct Line Suite 203 Hurst TX 76054 Bariatric Center Part I, Line 3c: and Line 3b: In addition to providing free care to financially indigent patients at 200% of the federal poverty guidelines ("FPG"), the organization provides discounted care to the medically indigent which is based on both the FPG (up to 500%) and the percentage of the patient's total bills from all providers in relation to the patient's annual income. Part I, Line 6a: The organization prepares and files an Annual Report of Community Benefit Plan with the Texas Department of State Health Services. This report is made available through the organization's website at http://communityneeds.bswhealth.com/ Part I, Line 7: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a - 7d. For amounts reported on lines 7e - 7k, actual expenses for each community benefit activity are tracked and reported using both community benefit software and/or the organization's cost accounting system.Part I, Line 7b, Column (d): Includes payments from the State 1115 Waiver Medicaid Program for uncompensated care, which funds are to be used to expand indigent care.Part I, Line 7i, Column (c): Includes charity care payments of $35,994,661 that are made directly to or on the behalf of a local public hospital and/or other nonprofit organizations for the treatment of indigent patients of those organizations. Part I, Line 7g: The organization operates senior health centers despite a financial loss after removing the unreimbursed cost of providing charity care and Medicaid. These services are provided to meet an identified community need and otherwise may not be available if not provided by the organization in these underserved areas of the community. Part I, Ln 7 Col(f): The amount of bad debt expense included on Form 990, Part IX, line 25, but removed for Schedule H, Part I, Line 7, Column (f) totaled $0. Part III, Line 4: As stated in the combined audited financial statements, "The System maintains allowances for uncollectible accounts for estimated losses resulting from a payor's inability to make payments on accounts. The System assesses the reasonableness of the allowance account based on the historical write-offs, cash collections, the aging of the accounts and other economic factors. Accounts are written off when collection efforts have been exhausted. Management continually monitors and adjusts its allowance associated with its receivables." Bad debt does not include amounts for patients who are known to qualify under the organization's charity care policy. The amount of bad debt attributable to patient's accounts is net of contractual allowance, payments received and recoveries of bad debt previously written off. The Organization has entered zero on Schedule H, Part III, Line 3; however, based on prior experience and certain demographics and other information obtained during admission, the organization believes a portion of the bad debt expenses (estimated to range from 1-5%) would be attributable to patients that would otherwise qualify for charity care. Despite all of the effort and ways the organization educates patients about qualifying for its charity care program as demonstrated in Part VI, question 3 below, many uninsured patients either refuse or fail to complete a charity care application or provide sufficient information at the time of admission, during their stay or after being discharged to qualify for assistance under the organization's charity care policy. Part III, Line 8: The amount reported on Part III, Section B, line 7 was calculated in accordance with the Schedule H instructions utilizing the organization's allowable cost reported in the Medicare cost report based on a cost to charge ratio. However, the allowable costs in the Medicare cost report do not reflect the actual cost of providing care to patients since the Medicare cost report excludes many direct patient care costs that are essential to providing quality care to these patients. For example, certain coverage fees to physicians, cost of Medicare C and D, and other similar direct patient care expenses are specifically excluded as allowable cost in the cost reports. Using the same methodology to calculate the unreimbursed cost of providing charity care and Medicaid (using applicable Schedule H Worksheets) would result in a shortfall of $99,969,083, which is $62,147,875 higher than the shortfall reported on Part III, Section B, Line 7. The organization believes that all of the shortfall should be considered as a community benefit for the following reasons. First, the IRS Community Benefit Standard includes the provision of care to the elderly and Medicare patients. IRS Revenue Ruling 69-545 provides, in part, that hospitals serving patients with governmental health benefits, including for example Medicare, is an indication that the hospital operates for the promotion of health in the community. Second, the organization provides care to Medicare patients regardless of this shortfall, i.e., loss, and thereby relieves the state and federal government of the burden of paying the full cost for the care of Medicare beneficiaries. Medicare does not provide sufficient reimbursement to cover the entire cost of providing care to these patients causing the organization to use other surplus funds to cover the shortfall. It is expected that reimbursement under the Medicare program will continue to decline and therefore may further limit access to care due to the anticipated reduction of participating Medicare providers in the community. As a result, the care for these patients will likely increase at, and rest on the shoulders of, nonprofit hospitals or county hospital districts. Third, many of the Medicare participants have low fixed incomes and therefore would qualify for charity care or other means tested government programs absent being enrolled in the Medicare program. Fourth, Texas nonprofit hospitals must provide a minimum level of community benefit in order to obtain exemption from state and local taxes. According to the current Texas Health and Safety Code, the unreimbursed cost of Medicare is considered to be a community benefit in determining these state statutory requirements as it helps relieve a governmental burden of providing this care that would otherwise be provided through the county hospital system in Texas. Part III, Line 9b: The organization's patient billing and collection policy prohibits any collection efforts for the portion of the account balance that qualifies for financial assistance under the organization's financial assistance policy. For any remaining balances due, the same policy contains the actions that may be taken in the event of nonpayment, which are applied equally to all patient types. The policy is made widely available to the public on the organization's website https://www.bswhealth.com/financialassistance. Part VI, Line 2: During the fiscal year ending June 30, 2016, the Organization conducted a Community Health Needs Assessment (CHNA) to assess the health care needs of the community for each of its licensed hospital facilities and developed an implementation strategy to address the needs identified in the CHNAs. The CHNAs were conducted in accordance with state and federal guidelines including Internal Revenue Code Section 501(r) and the Texas Health and Safety Code Section 311. These CHNAs and implementation strategies have been made widely available to the public and are located on the Organization's website at the following address: http://communityneeds.bswhealth.com/. Part VI, Line 3: The organization is committed to promoting health in the community including providing or finding financial assistance programs to assist patients. Patients who may qualify for financial assistance through the organization's charity care program or other federal, state and local government programs are informed and educated about their eligibility in several ways including, but not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policy is posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital will automatically receive help from a financial counselor. These services are provided in writing and through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Part VI, Line 4: The organization operates multiple hospital facilities that primarily serve the geographical urban area of Collin, Dallas, Denton, Johnson, Kaufman, Rockwall and Tarrant counties. Additional information regarding the community can also be found below, and in each of the hospital's community health needs assessment and implementation strategy located on the organization's website at http://communityneeds.bswhealth.com/. Collin County's population is approximately 914, 127, median household income is $59,532 with 6.6% of the population living in poverty. Dallas County's population is approximately 2,553,385, median household income is $51,824 with 17.9% of the population living in poverty. Denton County's population is approximately 780,612, median household income is $75,898 with 8.0% of the population living in poverty. Kaufman County's population is approximately 114,690, median household income is $60,438 with 13.1% of the population living in poverty. Johnson County's population is approximately 159,990, median household income is $58,685 with 11.4% of the population living in poverty. Rockwall County's population is approximately 90,861, median household income is $92,150 with 6.0% of the population living in poverty. There are approximately 135 hospitals serving 28 medically underserved areas within these counties. Part VI, Line 5: With the oversight of an independent volunteer community board and Baylor Scott & White Holdings, the organization's ultimate parent, the organization's hospital facilities and/or other health care facilities have promoted health and benefited the community by providing exemplary health care, medical education, research and other community services. The organization's governing body is comprised of a majority of volunteer community representatives that provide leadership and governance for the organization. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for the organization. The members are well respected residents and/or own businesses in the organization's primary or secondary service area and understand the needs of the community. The medical staff of the organization is open to all physicians in the community who meet membership and clinical privilege requirements. As a nonprofit organization surplus funds are continuously invested back to the community and are utilized to maintain access to limited patient services or expand access points of care to patients throughout the community. These efforts are generally targeted to meet the community health needs identified in the community health needs assessment conducted by each of the hospital facilities. More information of these efforts can be found in the written implementation strategies that have been made widely available to the public and are located on the organization's website at the following address: http://communityneeds.bswhealth.com/. Below are summaries of a few of the hospital's key patient care services or community benefit programs designed to promote the health of the community. The organization provides financial assistance in the form of charity care to patients who are indigent and satisfy certain requirements. Additionally, the organization is committed to treating patients who are eligible for means tested government programs such as Medicaid and other government sponsored programs including Medicare, which is provided regardless of the reimbursement shortfall, and thereby relieves the state and federal government of the burden of paying the full cost of care for these patients. Often, patients are unaware of the federal, state and local programs open to them for financial assistance, or they are unable to access them due to the cumbersome enrollment process required to receive these benefits. The organization offers assistance in enrollment to these government programs or extends financial assistance in the form of charity care through the organization's Financial Assistance Policy which can be located on the organization's website at https://www.bswhealth.com/financialassistance.The organization provides a comprehensive Level I trauma center; one of only three adult trauma centers in Dallas, covering 21 counties and five million residents. The trauma services division has dedicated trauma and stroke teams, providing 24-hour coverage of emergency services. The Riggs Emergency Department has more than 75,000 square feet, 85 patient treatment rooms, with dedicated areas specifically for trauma care and minor emergency care. The Women and Children's Center at the organization provides obstetric and gynecological services, including advanced technology for prenatal diagnosis and care; labor and delivery; high-risk infant care; genetic counseling; and family education. The organization operates a Level III bed neonatal intensive care unit (NICU) which is the highest level of care. The organization's Neuroscience Center offers services to diagnose and treat all types of neurological disorders, injury and disease, including tumors of the central nervous system; stroke; spine care; seizure disorders; movement disorders and cognitive disorders. This nationally recognized center of excellence is also home to the region's first nationally certified stroke program. The transplant program at the organization is a national leader in solid organ transplantation is one of only three programs worldwide to have performed more than 4,000 adult liver transplants. Since the program's inception in 1984, transplant surgeons on the medical staff have performed more than 11,000 transplants, including liver, kidney, pancreas, heart and lung, small bowel, as well as blood and marrow transplants. In 2012 the organization opened the T. Boone Pickens Baylor Cancer Hospital, the first dedicated cancer hospital in North Texas as part of the organization's cancer services expansion. The new inpatient hospital will house 120 beds, a pharmacy, patient and family support areas, and the bone marrow transplant unit. The hospital is connected to a new 467,000 square foot outpatient cancer center offering a patient navigation system, advanced technology and integrative therapies for the treatment of every kind of cancer. The expanded center will include outpatient radiation and chemotherapy as well as expanded support groups, and educational resources and programs.The organization's digestive care center offers advanced and comprehensive inpatient and outpatient treatment for digestive and liver disorders by providing a full-range of diagnostic and therapeutic services. The centers' 18,000 square-foot gastrointestinal (GI) physiology and endoscopy laboratory provides physicians with the ability to perform esophageal motility studies, pH monitoring, manometry testing and double balloon endoscopy, in addition to typical endoscopic procedures in a centrally located area. The GI analytical lab also offers digestive disease clinical research opportunities for physicians and patients. The organization provides heart and vascular services to the community through the Baylor Jack and Jane Hamilton Heart and Vascular Hospital. The organization's Heart and Vascular Institute, in partnership with Baylor Scott & White Research Institute, coordinates more than 50 research studies involving cardiac surgery, cardiology, cardiac and vascular intervention, electrophysiology, vascular surgery and cardiovascular disease prevention. Medical education is a crucial part of the organization's mission. The organization annually trains residents and fellows in 10 specialties and 24 subspecialties. As a renowned teaching hospital, the organization attracts first-rate medical specialists who help improve the level of medical care for the entire community and provide a continuous supply of well-trained medical professionals for the North Texas region. To help address the state's health care workforce shortage, the Texas A&M Health Science Center College of Medicine and the organization have joined forces to establish a Clinical Training Program in Dallas for students to complete clinical rotations in surgery, internal medicine, family medicine, psychiatry, pediatrics, and obstetrics/gynecology at the organization and other clinical affiliates over their last two years of residency. The organization is also committed to assisting with the preparation of future nurses at entry as well as advanced levels of the profession to establish a workforce of qualified nurses. The organization promotes and supports both basic and translational research activities to ensure innovative treatments are quickly available to patients in unique need through the Baylor Scott & White Research Institute (BSWRI). In fiscal year ending June 30, 2016, the organization sponsored research studies totaling more than $18 million conducting more than 1,000 active research studies. Research discoveries of the organization and BSWRI are frequently published in major peer-reviewed scientific journals and reported to national and international medical and scientific audiences.The organization partners with other organizations to provide access to health care services for an underserved population, those living in poverty, in areas where infant mortality is high and where there is a shortage of primary care physicians. The organization has teamed with the City of Dallas to improve care for people with diabetes by creating a new care model focused on health care, education and research in South Dallas. By providing financial support, the Diabetes Health and Wellness Institute at Juanita J. Craft Recreation Center is the cornerstone of the organization's care model to treat patients in the South Dallas region to address the region's health care needs relative to diabetes. The center provides access to medical care and preventative health education to a historically underserved and low-income community experiencing disparate health outcomes relative to the most commonly-encountered health conditions associated with diabetes. Part VI, Line 6: The organization is affiliated with Baylor Scott & White Health (BSWH or the System), a faith based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the communities of North and Central Texas. BSWH is the largest not-for-profit health care system in the State of Texas and one of the largest in the United States as measured by total operating revenue of $8.4 Billion and total assets of $10.8 billion based on the fiscal year ended June 30, 2016. Today, BSWH includes 48 hospitals, more than 1,000 patient care sites, more than 5,500 active physicians, over 44,000 employees and the Scott & White Health Plan. The System includes a robust spectrum of owned, operated, ventured and affiliated philanthropic foundations, a research institute, physician clinics and networks, acute care hospitals, short-stay hospitals, specialty hospitals, ambulatory surgery centers, free standing emergency medical centers, free standing imaging centers, retail pharmacies, an accountable care organization, a health plan and other health care providers all which fall under the common control of BSW Holdings. Under the guidance of an independent community board, the System follows one single mission, vision and values focusing on quality patient centered care while meeting the demands of health care reform, the changing needs of patients and extraordinary recent advances in clinical care. With a commitment to and a track record of innovation, collaboration, integrity and compassion for the patient, BSWH stands to be one of the nation's exemplary health care organizations.Community benefits are provided through the provision of financial assistance, governmental sponsored programs (such as Medicaid and Medicare), medical research, medical education, community health improvement services, donations to other nonprofit health care providers, and many other community service activities. During the year, the affiliated nonprofit hospitals reported community benefits (as reported to the Texas Department of State Health Services, and in accordance with the State of Texas Statutory methodology) in excess of $754,885,000. The System's nonprofit hospitals provided community benefits (as reported on the IRS Form 990, Schedule H) in excess of $439,389,000 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $278,354,000 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H. As part of the System, certain affiliates make grants and/or contributions to other related nonprofit affiliates to help financially support and/or fund worthy community benefits activities. The System has also established a patient transfer system among the affiliated hospitals allowing patients needing a particular level of care to be transferred as needed to a related hospital that can provide that service in an efficient and effective manner. As part of the System, all hospitals and other affiliated health care providers are required to adhere to high standards for medical quality, patient safety and patient satisfaction. These standards are set forth by BSW Holdings, the organization's parent, which helps ensures consistency across the System. Part VI, Line 7, Reports Filed With States TX 1 Baylor Research Institute 3310 Live Oak Ste 501 Dallas TX 75204 751921898 501(c)(3) 18785228 N/A N/A Research Dallas County Indigent Care Corporation PO Box 655999 Dallas TX 75265 260610562 501(c)(3) 35994961 N/A N/A Indigent Care Southern Sector Health Initiative 4500 Spring Avenue Dallas TX 75210 263087442 501(c)(3) 4150000 N/A N/A Community Benefit Alzheimers Association 4144 N Central Expressway Suite 750 750 Dallas TX 75204 752041194 501(c)(3) 6500 N/A N/A General Support American Cancer Society 8900 John W Carpenter Fwy Dallas TX 75247 131788491 501(c)(3) 23500 N/A N/A General Support ARK House PO Box 833656 Richardson TX 75083 752738896 501(c)(3) 20000 N/A N/A General Support Association of American Medical Colleges 655 K Street NW Washington DC 20001 362169124 501(c)(3) 10000 N/A N/A General Support Baptist University of the Americas 8019 S Pan Am Expwy San Antonio TX 78224 742599785 501(c)(3) 19000 N/A N/A General Support Baylor University One Bear Place 97340 Waco TX 76798 741159753 501(c)(3) 20050 N/A N/A General Support Buckner Children and Family 700 N Pearl Street Suite 1200 Dallas TX 75201 752571395 501(c)(3) 8750 N/A N/A General Support Camp John Marc 2929 Carlisle St Ste 355 Dallas TX 75204 752205242 501(c)(3) 104751 N/A N/A General Support Community Council of Greater Dallas 1349 Empire Central Suite 400 Dallas TX 75247 750800631 501(c)(3) 14500 N/A N/A General Support Community Partners of Dallas 1215 Skiles Street Dallas TX 75204 752468034 501(c)(3) 9480 N/A N/A General Support Council for Life 4516 Lovers Lane Suite 103 Dallas TX 75225 050532415 501(c)(3) 9600 N/A N/A General Support Crohns and Colitis Foundation 12801 N Central Expwy Suite 530 Dallas TX 75243 136193105 501(c)(3) 7500 N/A N/A General Support Crystal Charity Ball 3838 Oak Lawn Ave Two Turtle Creek Dallas TX 75219 756035893 501(c)(3) 50000 N/A N/A General Support Dallas Arboretum 8617 Garland Rd Dallas TX 75218 237375815 501(c)(3) 10400 N/A N/A General Support Dallas Area Interfaith 1104 Lupo Dr Dallas TX 75207 752409130 501(c)(3) 20000 N/A N/A General Support Dallas Concilio of Hispanic Service 400 S Zang Blvd Suite 300 Dallas TX 75208 751770140 501(c)(3) 18748 N/A N/A General Support Dallas Institute of Humanities and Culture 2719 Routh Street Dallas TX 75201 751721049 501(c)(3) 25000 N/A N/A General Support Dallas Women's Foundation 8150 N Central Expy Suite 110 Dallas TX 75206 752048261 501(c)(3) 12500 N/A N/A General Support Daughters of World War II 5600 Lovers Lane Suite 116 Dallas TX 75209 274215777 501(c)(3) 10000 N/A N/A General Support Downtown Dallas 901 Main Street Suite 7100 Dallas TX 75202 750983855 501(c)(3) 6558 N/A N/A General Support Foundation of the National Student Nurses Association 45 Main Street Suite 606 Brooklyn NY 11201 133123125 501(c)(3) 7500 N/A N/A General Support Friends of Exall Park 6301 Gaston Avenue Suite 820 Dallas TX 75214 364589342 501(c)(3) 8000 N/A N/A General Support Gil Taylor Depression Awareness Alliance PO Box 195789 Dallas TX 75219 463162049 501(c)(3) 10000 N/A N/A General Support Goodwill Industries of Dallas 3020 N Westmoreland Rd Dallas TX 75212 750800649 501(c)(3) 9511 N/A N/A General Support Junior League of Dallas 8003 Inwood Road Dallas TX 75209 751004680 501(c)(3) 17014 N/A N/A General Support Kidney Texas Inc 6138 Berkshire Lane Suite 10 Dallas TX 75225 752847008 501(c)(3) 24040 N/A N/A General Support Leukemia & Lymphoma Society 8111 LBJ Freeway Suite 425 Dallas TX 75251 135644916 501(c)(3) 36750 N/A N/A General Support March of Dimes 12660 Coit Road Ste 200 Dallas TX 752511311 131846366 501(c)(3) 19400 N/A N/A General Support National Kidney Foundation 5429 LBJ Freeway Ste 250 Dallas TX 75240 756033760 501(c)(3) 8000 N/A N/A General Support Need Him Global 17950 Preston Road Suite 240 Dallas TX 75252 752716321 501(c)(3) 10000 N/A N/A General Support North Texas Food Bank 4500 S Cockrell Hill Rd Dallas TX 75236 751785357 501(c)(3) 7500 N/A N/A General Support Parkland Foundation PO Box 35503 Dallas TX 75235 752089180 501(c)(3) 50000 N/A N/A General Support Patient Safety Movement Foundation 25422 Trabuco Rd Suite 105W Lake Forest CA 92630 492730379 501(c)(3) 10000 N/A N/A General Support Salesmanship Club Charitable Golf of Dallas 106 E 10th Street Suite 200 Dallas TX 75203 861118804 501(c)(3) 7350 N/A N/A General Support Swim Across America 5603 Swiss Ave Dallas TX 75214 223248256 501(c)(3) 15000 N/A N/A General Support Tarrant Area Food Bank 252 Cullen st Fort Worth TX 76107 751822473 501(c)(3) 7500 N/A N/A General Support Texas Economic Development Corporation PO Box 12428 Austin TX 78711 742619492 501(c)(3) 50000 N/A N/A General Support The Dallas Foundation 1918 N Olive Street Dallas TX 75201 752890371 501(c)(3) 25150 N/A N/A General Support The Dallas-Fort Worth (DFW) Great 100 Nurses 9090 Skillman Avenue 182A PMB303 Dallas TX 752438262 271606766 501(c)(3) 7500 N/A N/A General Support The Senior Source 3910 Harry Hines Blvd Dallas TX 75219 751085555 501(c)(3) 49100 N/A N/A General Support UAB School of Health Professions SHPB 669 1720 2nd Avenue South Birmingham AL 35294 636005396 501(c)(3) 10000 N/A N/A General Support YMCA of Metropolitan Dallas 6000 Preston Rd Dallas TX 75205 750800696 501(c)(3) 20000 N/A N/A General Support 45 0 Scholarships 42 65000 N/A N/A Part I, Line 2: Monitoring Grants & Other Assistance: As part of its mission, the organization provides grants and other assistance to related organizations and/or unrelated not-for-profit organizations which are religious, charitable, scientific, or educational in nature, within the meaning of Internal Revenue Code Section 501(c)(3), when the use will further one or more tenets of the organization's charitable mission and one of the following criteria for use of these funds is met: (1) Fulfills a need identified by a community needs assessment conducted by the organization and/or outlined in an implementation strategy, (2) Serves an under-served community or group of people through medical mission work to improve their health status (3) promotes health in the community, (4) supports community buildings activities that protect or improves the community's health or safety and/or (5) provides positive visibility and good community relations with other organization serving the health needs of the community. For related organizations, all grants and other assistance are subject to the policies and procedures set forth by BSWH which ensures all funds are used in accordance with the guidelines set forth above and in accordance with the related organization's exempt purpose. Grants and other assistance provided to unrelated organizations are typically monitored by personal inspection. Examples include providing assistance to entities where the filing organization's employee serves as a Board Member for the recipient organization or through attendance at community events where the filing organization employees work as volunteers or to help coordinate these events. X X X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Paul Madeley MD Trustee 0 428861 0 0 0 285461 0 9268 0 20197 0 743787 0 210436 Elizabeth Houser Beckman VP/CNO 0 248815 0 72796 0 780 0 12966 0 28889 0 364246 0 0 T Doug Lawson President 482773 0 472657 0 12878 0 173927 0 27929 0 1170164 0 77097 0 Scott Peek Chief Operating Officer 0 330191 0 248405 0 14085 0 119676 0 28545 0 740902 0 47488 Jason Whitfield VP Finance/CFO 263378 0 88701 0 2624 0 39663 0 33303 0 427669 0 0 0 Amy Yeager Secretary 0 319327 0 283329 0 13637 0 48618 0 30716 0 695627 0 0 Gail Maxwell VP Administration 164975 0 48540 0 27446 0 8569 0 12920 0 262450 0 0 0 Janice Whitmire VP Transplant 217413 70807 0 98512 10676 3166 5526 28059 4429 5263 238044 205807 0 0 Liz Youngblood VP Administration & Operations 342271 0 379183 0 1492 0 118228 0 2857 0 844031 0 53155 0 Michael Ramsay MD Chief Anesthesia 534766 0 0 0 62759 0 0 0 21266 0 618791 0 0 0 Bradley Lembcke MD VP Medical Affairs 398928 0 113936 0 967 0 55847 0 31364 0 601042 0 0 0 Michael Emmett MD Chief Internal Medicine 403083 0 38000 0 13250 0 53196 0 20149 0 527678 0 0 0 Warren Lichliter MD Surgical Education Division Chief 39600 432481 20000 0 0 461 0 0 76 16006 59676 448948 0 0 William Sutker MD Medical Director 286699 0 73000 0 780 0 13250 0 21428 0 395157 0 0 0 William Boyd Former Officer 0 736815 0 1126380 0 125129 0 236009 0 27160 0 2251493 0 130593 John McWhorter Former Officer 0 733754 0 1152749 0 20851 0 350510 0 30858 0 2288722 0 129462 Ernest Franklin MD Former Key Employee 0 489802 0 436587 0 11667 0 68659 0 36783 0 1043498 0 0 Janeene Jones Former Key Employee 0 321619 0 165362 0 12903 0 104617 0 29540 0 634041 0 0 Claudia Wilder Former Officer 139468 176871 0 151676 1204 180979 7008 6242 962 1149 148642 516917 0 179793 Christopher York Former Key Employee 0 303077 0 172252 0 12755 0 97226 0 26242 0 611552 0 0 Part I, Line 1a 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. Two 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 an authorized member of management determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Two 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. Three of the persons 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. One person 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 and Governance Committee (C&G Committee) to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similar-sized, and structured businesses including other integrated health care service systems and other similar-sized organizations, both locally and nationally. The BSW Holdings' Board of Trustees and C&G Committee, on behalf of the organization, 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 system's top management officials and key employees. The C&G 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 C&G Committee approves and recommends to the BSW Holdings' Board of Trustees salary increases, 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 C&G 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 C&G Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). During the executive session no officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are contemporaneously documented in the C&G Committee minutes which are timely reviewed and approved by the C&G Committee. Part I, Line 4b 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: Christopher York, Claudia Wilder ($179,793), Gail Maxwell ($21,263), Jason Whitfield, John McWhorter, Michael Emmett, M.D. ($37,934), Paul Madeley, M.D. ($250,855), Liz Youngblood, Janice Whitmire, T. Douglas Lawson, Ernest Franklin, M.D., Bradley Lembcke, M.D., Amy Yeager, Scott Peek, Michael Ramsay ($49,995), Janeene Jones and William Boyd ($98,483). Also, certain senior officers, as designated by the BSW Holdings' governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize key senior leader's value and contribution to BSWH as well as align their compensation to the long term strategy of BSWH. Performance targets are based upon a percentage of the participant's base salary and are developed by independent third party expert(s) using market competitive data within the guides of reasonableness. The plan is based on BSWH's three-year performance against its peers, determined based on peer rankings or percentile rankings in quality, patient satisfaction and financial performance. At the end of three years, awards are determined by BSW Holdings' governing body for participants. Payouts are partially made in cash and the remainder vests over an additional two year period. The following individual(s) participated in and/or received payments (noted in parenthesis) from this plan during the tax year: John McWhorter ($367,864), T. Douglas Lawson ($182,223), Liz Youngblood ($121,489), Christopher York ($51,773), Scott Peek ($116,157), Janeene Jones ($54,967) and William Boyd ($353,352). 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 and/or a wellness physical. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable. Mai Franklin Family member of Ernest Franklin, M.D., former Key Employee. 24574 Employee Compensation 0 Form 990, Part VI, Section A, line 4 Significant changes to the governing documents: The organization's governing documents were changed to appoint the Baylor Health Care System Board of Trustees (the Board) to also serve as the governing body of the organization. Except for certain reserved powers held by Baylor Scott & White Holdings as described below in Part VI, Line 7a and 7b, the Board, under the guidance of Baylor Scott & White Holdings, will have the following limited fiduciary powers: determining physician compensation in accordance with system wide compensation plans and philosophy established by Baylor Scott & White Holdings; granting physician clinical privileges; approving safety, risk management and quality of care plans; approving annual operating and capital budgets with system budgets; appointing hospital presidents; approving medical staff bylaws, rules and regulations; appointing medical staff; ensuring medical staff accountability for the quality of patient care; philanthropy, community relations activities and health care advocacy initiatives; and other duties expressly required by law, regulation or standards governing the organization. Form 990, Part VI, Section A, line 6 Members or stockholders: The organization is a Texas nonprofit membership organization in which Baylor Health Care System, a tax exempt, Texas nonprofit corporation, is the sole member. Form 990, Part VI, Section A, line 7a Election of members of governing body by members, stockholders, or other persons: Baylor Scott & White Holdings (BSW Holdings), a tax exempt, Texas nonprofit corporation, is the ultimate parent entity of the organization. BSW Holdings has control and substantial reserved powers over the organization, including those to elect and remove the governing body of the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. Form 990, Part VI, Section A, line 7b Governing body decisions subject to approval: All rights and powers were reserved to the organization's ultimate parent, BSW Holdings, except only those rights and powers expressly set forth in the bylaws, required by state or federal law, or to meet the requirements and standards promulgated by joint commission. For example, BSW Holdings' substantial reserved rights and powers include, without limitation, approval of the organization's articles of incorporation and bylaws and amendments thereto, appointment and removal of members of the organization's governing body, approval of dissolutions and mergers, and other similar decisions over the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. Form 990, Part VI, Section B, line 11 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 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 and Governance Committee (C&G Committee) to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similar-sized, and structured businesses including other integrated health care service systems and other similar-sized organizations, both locally and nationally. The BSW Holdings' Board of Trustees and C&G Committee, on behalf of the organization, 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 system's top management officials and key employees. The C&G 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 C&G Committee approves and recommends to the BSW Holdings' Board of Trustees salary increases, 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 C&G 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 C&G Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). During the executive session no officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are contemporaneously documented in the C&G Committee minutes which are timely reviewed and approved by the C&G Committee. Form 990, Part VI, Section C, line 19 Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's articles of incorporation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization is included within the combined financial statements of BSW Holdings that are made available to the public by the posting of those documents through DAC Bond and are attached to this return. The organization's other governing documents and conflicts of interest policy are not made available to the public. Form 990, Part VII, Hours Devoted to Related Organizations: Janice Whitmire, Warren Lichliter, M.D. and Claudia Wilder transferred to a related organization during the tax year. They devoted an average of 40 hours per week to the orgainzations before and after the transfer. Scott Peek and Elizabeth Houser Beckman transferred from a related organization during the tax year. They devoted an average of 40 hours per week to the orgainzations before and after the transfer. Form 990, Part IX, line 11g Contract Labor : Program service expenses 35,095,395. Management and general expenses 48,028. Fundraising expenses 0. Total expenses 35,143,423. Other Purchased Services : Program service expenses 48,476,596. Management and general expenses 21,983,407. Fundraising expenses 0. Total expenses 70,460,003. Repairs & Maintenance : Program service expenses 1,011,504. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,011,504. Professional Fees : Program service expenses 21,270,666. Management and general expenses 585,623. Fundraising expenses 0. Total expenses 21,856,289. Lab Fees : Program service expenses 11,392,884. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,392,884. Patient Care : Program service expenses 39,225,365. Management and general expenses 0. Fundraising expenses 0. Total expenses 39,225,365. Corporate Overhead : Program service expenses 0. Management and general expenses 91,554,679. Fundraising expenses 0. Total expenses 91,554,679. Indigent Care: Program service expenses 7,674,646. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,674,646. Form 990, Part XI, line 9: Transfers Between Entities Under Common Control 2,632,156. Changes in Net Assets of Related Foundations 5,209,333. Other Adjustment -291,720. Self Insurance Liability Reserve -1,722,039. Net Assets Acquired 1,287,550. Captive Investment Income (Subpart F) -1,904,362. Zephyr Integrated Provider Services LLC 2001 Bryan Street Suite 2200 Dallas TX 75201 810866770 Holding Company TX 0 15081375 Baylor University Medical Center All Saints Health Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751947007 Fundraising TX 501(c)(3) Line 7 Baylor All Saints Medical Center 1 Baylor All Saints Medical Center 2001 Bryan Street Suite 2200 Dallas TX 75201 751008430 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Health Care System 2001 Bryan Street Suite 2200 Dallas TX 75201 751812652 Management Services TX 501(c)(3) Line 11b, II Baylor Scott & White Holdings 1 Baylor Health Care System Employee Benefit Trust 2001 Bryan Street Suite 2200 Dallas TX 75201 751848557 VEBA TX 501(c)(9) Baylor Health Care System 1 Baylor Health Care System Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751606705 Fundraising TX 501(c)(3) Line 7 Baylor Health Care System 1 Baylor Health Services 2001 Bryan Street Suite 2200 Dallas TX 75201 751917311 Inactive TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Institute for Rehabilitation at Gaston Episcopal Hospital 2001 Bryan Street Suite 2200 Dallas TX 75201 751037226 Rehabilitation Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Carrollton 2001 Bryan Street Suite 2200 Dallas TX 75201 454510252 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Irving 2001 Bryan Street Suite 2200 Dallas TX 75201 752586857 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Waxahachie 2001 Bryan Street Suite 2200 Dallas TX 75201 751844139 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Centers at Garland and McKinney 2001 Bryan Street Suite 2200 Dallas TX 75201 751037591 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Regional Medical Center at Grapevine 2001 Bryan Street Suite 2200 Dallas TX 75201 751777119 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Regional Medical Center at Plano 2001 Bryan Street Suite 2200 Dallas TX 75201 820551704 Acute Care Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Research Institute 2001 Bryan Street Suite 2200 Dallas TX 75201 751921898 Research TX 501(c)(3) Line 4 Baylor Health Care System 1 Baylor Scott & White Health 2001 Bryan Street Suite 2200 Dallas TX 75201 463131350 Management Services TX 501(c)(3) Line 11b, II Baylor Scott & White Holdings 1 Baylor Scott & White Holdings 2001 Bryan Street Suite 2200 Dallas TX 75201 463130985 Parent TX 501(c)(3) Line 11b, II N/A 0 Baylor Specialty Health Centers 2001 Bryan Street Suite 2200 Dallas TX 75201 751765385 Long Term Acute Care Hospitals TX 501(c)(3) Line 3 Baylor Health Care System 1 Careflite 3110 S Great Southwest Pkwy Grand Prairie TX 75052 751657155 Emergency Transport TX 501(c)(3) Line 11d, III-O Baylor University Medical Center 0 HealthTexas Provider Network 2001 Bryan Street Suite 2200 Dallas TX 75201 752536818 Physician Services TX 501(c)(3) Line 3 Baylor Health Care System 1 Hillcrest Baptist Medical Center 100 Hillcrest Medical Blvd Waco TX 76712 741161944 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Memorial Hospital 1 Hillcrest Family Health Center 100 Hillcrest Medical Blvd Waco TX 76712 742730350 Physician Services TX 501(c)(3) Line 11a, I Hillcrest Baptist Medical Center 1 Hillcrest Physician Services 100 Hillcrest Medical Blvd Waco TX 76712 742967081 Physician Services TX 501(c)(3) Line 11a, I Hillcrest Baptist Medical Center 1 Irving Healthcare Foundation 2001 Bryan Street Suite 2200 Dallas TX 75201 751570933 Fundraising TX 501(c)(3) Line 3 Baylor Medical Center at Irving 1 Scott & White Clinic 2401 S 31st Street Temple TX 76508 742958277 Physician Services TX 501(c)(3) Line 9 Scott & White Healthcare 1 Scott & White Continuing Care Hospital 2401 S 31st Street Temple TX 76508 202850920 Long Term Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White EMS Inc 2401 S 31st Street Temple TX 76508 753242749 Emergency Transport TX 501(c)(3) Line 9 Scott & White Memorial Hospital 1 Scott & White Foundation-Brenham 2401 S 31st Street Temple TX 76508 742460815 Fundraising TX 501(c)(3) Line 7 Scott & White Hospital-Brenham 1 Scott & White Health Plan 2401 S 31st Street Temple TX 76508 742052197 HMO/Insurance TX 501(c)(4) Baylor Scott & White Holdings 1 Scott & White Healthcare 2401 S 31st Street Temple TX 76508 264532547 Management Services TX 501(c)(3) Line 11b, II Baylor Scott & White Holdings 1 Scott & White Healthcare Foundation 2401 S 31st Street Temple TX 76508 273513154 Fundraising TX 501(c)(3) Line 7 Scott & White Healthcare 1 Scott & White Hospital-Brenham 2401 S 31st Street Temple TX 76508 742519752 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-College Station 2401 S 31st Street Temple TX 76508 274434451 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Llano 2401 S 31st Street Temple TX 76508 273026151 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Marble Falls 2401 S 31st Street Temple TX 76508 464007700 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Round Rock 2401 S 31st Street Temple TX 76508 203749695 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Taylor 2401 S 31st Street Temple TX 76508 741595711 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Medical Plan Trust 2401 S 31st Street Temple TX 76508 742866102 VEBA TX 501(c)(9) Scott & White Healthcare 1 Scott & White Memorial Hospital 2401 S 31st Street Temple TX 76508 741166904 Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Southern Sector Health Initiative 2001 Bryan Street Suite 2200 Dallas TX 75201 263087442 Diabetes Health & Wellness Center TX 501(c)(3) Line 11a, I Baylor University Medical Center 1 Baylor Scott & White Medical Centers-Capitol Area 2401 S 31st Street Temple TX 76508 813040663 Acute Care Hospital TX Exemption Pending Baylor Scott & White Health 1 Century Integrated Partners Inc 2001 Bryan Street Ste 2200 Dallas TX 75201 810872075 Physician Services/Emergency Care TX Exemption Pending Baylor University Medical Center 1 Arlington Ortho & Spine Hospital LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 261578178 Short Stay Hospital TX N/A Arlington Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752748040 Ambulatory Surgery Center 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 Baylor University Medical Center Related 35041876 48478771 0 15264 1 0.55120 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 5214 Maryland Way Suite 200 Brentwood TN 37207 462908086 Imaging Centers TX Baylor University Medical Center Related 17260855 28205603 0 0 0.51000 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 10077 Grogans Mill Rd Suite 100 The Woodlands TX 77380 455434614 Free Standing Emergency Hospitals TX Baylor University Medical Center Related 5000321 12487162 0 0 0.51000 ESWCT LLC 10077 Grogans Mill Rd Ste 100 The Woodlands TX 77380 900899017 Free Standing Emergency Hospitals TX N/A Frisco Medical Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 752865177 Short Stay Hospital TX N/A Ft Worth Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752658178 Short Stay Hospital TX N/A Garland Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison TX 75001 752764855 Ambulatory Surgery Center TX N/A GlobalRehab LP 4714 Gettysburg Rd Mechanicsburg PA 17055 288077072 Rehabilitation Hospitals TX N/A GlobalRehab-Fort Worth LP 4714 Gettysburg Rd Mechanicsburg PA 17055 205558682 Rehabilitation Hospitals 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 Physician Services TX Baylor University Medical Center Related 2580696 1137954 0 1 0.51000 Heritage Park Surgical Hospital LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 611762781 Short Stay Hospital TX N/A Irving Coppell Surgical Hospital LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 542086863 Short Stay 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 Short Stay Hospital TX N/A North Central Surgical Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 201508140 Short Stay Hospital TX N/A 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 RockwallHeath Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 200334166 Ambulatory Surgery Center TX N/A SeniorCare Associates LP 4714 Gettysburg Rd Mechanicsburg PA 17055 201937212 Rehabilitation Hospitals TX N/A Specialty Surgery Center of Fort Worth LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 201942281 Ambulatory Surgery Center TX N/A Surgery Center of Richardson Phys Pship LP 15305 Dallas Parkway Suite 1600 Addison TX 75001 200606781 Ambulatory Surgery Center TX N/A Texas Endoscopy Center LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 470985876 Ambulatory Surgery Center TX N/A Texas Health Venture Group LLC 15305 Dallas Parkway Suite 1600 Addison TX 75001 752696845 Holds interests in ASCs/ Short Stay Hospitals TX Baylor University Medical Center Related 50990576 170042150 0 0 0.50100 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 Baylor University Medical Center Related 1234918 12082142 0 126204 0 0.50100 Trophy Club Medical Center LLP 15305 Dallas Parkway Suite 1600 Addison TX 75001 481260190 Short Stay 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 Pkwy 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 1445 Ross Ave Suite 1400 Dallas TX 75202 475119983 Acute Care Hospital TX Baylor University Medical Center Related 207706 244746143 0 7089 0 0.75000 BT Garland JV LLP 2300 Marie Curie Blvd Garland TX 75042 475009342 Acute Care Hospital TX N/A Lake Pointe Operating Company LLC 1445 Ross Ave Suite 1400 Dallas TX 75202 260194016 Acute Care Hospital TX N/A Lake Pointe Partners Ltd 1445 Ross Ave Suite 1400 Dallas TX 75202 752713337 Holding Company TX N/A Tenet Frisco Ltd 1445 Ross Ave Suite 1400 Dallas TX 75202 460477873 Acute Care Hospital TX N/A Baylor All Saints Med Cntr at Ft Worth Condo Owners Association Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 261661900 Condo Association TX N/A C 1 Baylor Health Enterprises LP 2001 Bryan Street Suite 2200 Dallas TX 75201 751997378 Fitness Center/Pharmacy/ Hotel TX N/A C 1 Baylor Health Network Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752463251 Billing/Collection TX N/A C 1 Baylor Med Ctr at Grapevine Condo Owners Association Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752747555 Condo Association TX N/A C 1 Baylor Quality Health Care Alliance LLC 2001 Bryan Street Suite 2200 Dallas TX 75201 454015863 ACO TX N/A C 1581701 806439 0.08330 1 Baylor Scott & White Assurance 23 Lime Tree Bay Grand Cayman CJ 980589956 Investment CJ Baylor University Medical Center C 1904362 112498000 1.00000 1 BMP Incorporated 2001 Bryan Street Suite 2200 Dallas TX 75201 751436779 Post Office TX N/A C 1 BUMCRoberts Condominium Owners Association Inc 2001 Bryan Street Suite 2200 Dallas TX 75201 752897806 Condo Association TX Baylor University Medical Center C 1.00000 1 Charitable Lead Trusts (2) Investment TX N/A T 1 Charitable Remainder Trusts (64) Investment TX N/A T 1 Hillcrest Health Holdings Inc 3000 Herring St Waco TX 76708 742793367 Management Services TX N/A C 1 Insurance Company of Scott & White 2401 S 31st Street Temple TX 76508 743092083 Insurance TX N/A C 1 Scott & White Properties Holdings Inc 2401 S 31st Street Temple TX 76508 452920596 Investment TX N/A C 1 Scott & White Properties Inc 2401 S 31st Street Temple TX 76508 742497061 Hotel Services TX N/A C 1 Lake Pointe GP LLC 1445 Ross Ave Suite 1400 Dallas TX 75202 752687870 Holding Company TX N/A C 1 Lake Pointe Investments LLC 1445 Ross Ave Suite 1400 Dallas TX 75202 752687874 Holding Company TX N/A C 1 TRMC Holdings LLC 1445 Ross Ave Suite 1400 Dallas TX 75202 465634785 Holding Company TX N/A C 1 1 1 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 1 Baylor Heart & Vascular Center LLP A 1298506 GAAP Baylor Scott & White Health A 182950 GAAP HealthTexas Provider Network A 437060 GAAP Baylor Research Institute B 18785228 GAAP Baylor Scott & White Assurance B 35025712 GAAP BT East Dallas JV LLP B 339019881 GAAP Century Integrated Partners Inc B 30162750 GAAP Southern Sector Health Initiative B 4150000 GAAP Texas Health Ventures Group LLC B 4465450 GAAP Baylor Health Care System Foundation C 18154276 GAAP Baylor Heart & Vascular Center LLP C 2965356 GAAP Baylor Regional Medical Center at Grapevine C 1273402 GAAP Baylor Regional Medical Center at Plano C 898780 GAAP Texas Heart Hospital of the Southwest LLP C 6911253 GAAP Baylor Heart & Vascular Center LLP F 24052607 GAAP BTDI JV LLP F 20461710 GAAP EBD JV LLP F 5814000 GAAP HealthTexas Provider Network-Gastroenterology Services LLP F 2240098 GAAP THVG Bariatric LLC F 250500 GAAP Texas Health Ventures Group LLC F 50321653 GAAP Baylor Health Care Sytem K 4759810 GAAP Baylor Scott & White Health K 3388930 GAAP Baylor All Saints Medical Center L 1223114 GAAP Baylor Health Enterprises LP L 66329 GAAP Baylor Heart & Vascular Center LLP L 1863348 GAAP Baylor Medical Center at Carrollton L 216437 GAAP Baylor Medical Center at Irving L 178018 GAAP Baylor Medical Center at Waxahachie L 221255 GAAP Baylor Medical Centers at Garland and McKinney L 258991 GAAP Baylor Quality Health Care Alliance LLC L 152547 GAAP Baylor Regional Medical Center at Grapevine L 378306 GAAP Baylor Regional Medical Center at Plano L 250500 GAAP Baylor Research Institute L 680331 GAAP Baylor Scott & White Health L 2729582 GAAP Baylor Specialty Health Centers L 123501 GAAP BIR JV LLP L 2116128 GAAP BT Garland JV LLP L 244319 GAAP HealthTexas Provider Network L 811022 GAAP Texas Heart Hospital of the Southwest LLP L 185085 GAAP Scott & White Health Plan L 7492510 GAAP Baylor Health Enterprises LP M 974037 GAAP Baylor Quality Health Care Alliance LLC M 1498030 GAAP Baylor Scott & White Health M 152337558 GAAP BIR JV LLP M 8414617 GAAP HealthTexas Provider Network M 47206749 GAAP MEDCO Construction LLC M 42701701 GAAP Baylor Scott & White Health S 30876116 GAAP Baylor Research Institute K 42311 GAAP