BAYLOR SCOTT & WHITE MEDICAL CENTERS - GREATER NORTH TEXAS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BAYLOR SCOTT & WHITE MEDICAL CENTERS - GREATER NORTH TEXAS (EIN 75-1037591)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201721359349310277
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:32:56-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751037591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Medical Centers at Garland and | BusinessNameLine1Txt |
| Business Name Line2 | McKinney | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYL | BusinessNameControlTxt |
| Phone | 2148204135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan Street No 2200 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752013005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kimberly Bones | PersonNm |
| Person Title | VP-Finance/CFO | PersonTitleTxt |
| Phone | 2148204135 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jerri Garison | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 Alliance Blvd | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $273,637,256 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bswhealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Faith based acute care hospital providing exemplary patient care and medical education to Garland and McKinney, Texas and the surrounding communities since 1964. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1861 | TotalEmployeeCnt |
| Total Volunteers | 378 | TotalVolunteersCnt |
| Total Gross UBI | $133,107 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $79,991 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,959,913 | PYContributionsGrantsAmt |
| CY Contributions Grants | $988,020 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $292,087,626 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $222,541,632 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,132,882 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,264,167 | CYInvestmentIncomeAmt |
| PY Other Revenue | $971,752 | PYOtherRevenueAmt |
| CY Other Revenue | $961,353 | CYOtherRevenueAmt |
| PY Total Revenue | $296,152,173 | PYTotalRevenueAmt |
| CY Total Revenue | $235,755,172 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,355,889 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,548,221 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $113,559,485 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $85,622,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $169,226,318 | PYOtherExpensesAmt |
| CY Other Expenses | $132,803,824 | CYOtherExpensesAmt |
| PY Total Expenses | $293,141,692 | PYTotalExpensesAmt |
| CY Total Expenses | $222,974,699 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,010,481 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,780,473 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $289,379,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,491,389 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $228,918,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $226,391,664 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,461,533 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,099,725 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $189,646,400 | ExpenseAmt |
| Grant | $4,548,221 | GrantAmt |
| Revenue | $222,578,597 | RevenueAmt |
| Desc | See Schedule OBaylor Medical Centers at Garland and McKinney is comprised of two separately licensed hospitals: Baylor Scott & White Medical Center - Garland (BSW Garland) and Baylor Scott & White Medical Center - McKinney (BSW McKinney). Baylor Medical Centers at Garland and McKinney 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. During the year, BSW Garland and BSW McKinney provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas Statutory methodology) of $37,557,502 and provided community benefits (as reported on the IRS Form 990, Schedule H) of $22,506,955 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $22,442,122 of unreimbursed cost of Medicare provided by these hospitals that is not included in the IRS Form 990, Schedule H.BSW Garland is a faith-based, non-profit, 113-bed acute care hospital providing exemplary patient care services and medical education to residents of Garland, Texas and the surrounding communities since 1964. BSW Garland provides inpatient and outpatient medical services to treat individuals with diseases, illnesses and injuries of varying complexities. Services include all of the comprehensive health care services typical of a quality teaching and acute care hospital with multidisciplinary interaction among physicians, providing patients with innovative methods of prevention, diagnosis, treatment, education and support. During the fiscal year, BSW Garland admitted 7,072 patients resulting in 30,307 days of care, and received 57,825 emergency department visits. BSW McKinney is a faith-based, non-profit, 143-bed acute care hospital providing exemplary patient care services to the growing community of McKinney, Texas and the surrounding areas since July 2012. BSW McKinney offers services in cancer care, digestive disease, cardiovascular care, radiology, neurology, orthopedics, and women and infant care along with a 24/7 emergency department (ED) and intensive care unit (ICU). A Level III Neonatal Intensive Care Unit (NICU) with private suites also provides state-of-the-art services to new mothers. The dove-shape building is meant to enhance nurse workflow and patient safety and qualifies as Leadership in Energy and Environmental Design (LEED) certified for its sustainable and efficient design. During the fiscal year, BSW McKinney admitted 7,340 patients resulting in 29,479 days of care, delivered 1,981 babies and received 34,882 emergency department visits. See Schedule H for more information regarding these services and how Baylor Medical Centers at Garland and McKinney promotes the health of the communities. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,076,932 | ExpenseAmt |
| Revenue | $735,710 | RevenueAmt |
| Desc | See Schedule OMedical education is a crucial part of the BSW Garland's mission. Being one of the nation's largest private teaching organizations, BSW Garland annually trains residents and fellows in family medicine. These quality teaching programs add many dimensions to BSW Garland's ability to serve patients. Residents in the organizations' program graduate with demonstrated competence in population health management, continuous quality improvement, and the importance of patient satisfaction. Residents work with physician's assistants and are active managers of the patient-centered medical home, often assuming leadership roles in clinic and the Organization's operations. To help address the state's health care workforce shortage, the Texas A&M Health Science Center (TAMHSC) College of Medicine and BSW Garland 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 BSW Garland and other clinical affiliates over their last two years of residency. While residents and fellows of BSW Garland are not required to work for an affiliate of BSWH, most remain in North Texas upon completion of their program, providing a continuous supply of well-trained medical professionals for the region. During the fiscal year, BSW Garland invested over $3 million in training 20 medical residents. BSW Garland and BSW McKinney are also committed to assisting with the preparation of future nurses at entry and advanced levels of the profession to establish a workforce of qualified nurses. Through BSWH's relationships with 15 North Texas schools of nursing, both hospitals maintain strong affiliations with schools of nursing. During the fiscal year, the hospitals invested in training 51 nurses. Total unreimbursed cost of these programs was $214,365. Like physicians, nursing graduates trained at the hospitals are not obligated to join the staff although many remain in the North Texas area to provide top quality nursing services to many health care institutions. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $192,723,332 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 216 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1861 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kimberly Bones | PersonNm |
| Phone | 4697642222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5252 W University Drive | AddressLine1Txt |
| City | McKinney | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75071 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Gwyn Clarkston Shea | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Walker Harman | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Roy Lamkin | ||||||||||
| Trustee/Chairman | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Thomas Leppert | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Madeley MD | ||||||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $714,322 | $29,465 | ||||
| George McCleskey | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J Kent Newsom | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Janie Pena | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Donald Wills | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $378 | $0 | ||||
| Frank Wilson | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jane Cook | ||||||||||
| CNO/COO-Garland | 40.00 | 0.00 | $193,994 | $0 | $23,523 | Yes (X) | ||||
| Jerri Garison | ||||||||||
| President | 1.00 | 40.00 | $0 | $1,026,534 | $135,612 | Yes (X) | ||||
| Robert Knowlton | ||||||||||
| VP Finance/CFO-Garland | 40.00 | 0.00 | $274,929 | $0 | $20,223 | Yes (X) | ||||
| Scott Peek | ||||||||||
| President-McKinney | 40.00 | 0.00 | $592,681 | $0 | $148,221 | Yes (X) | ||||
| Stephen Roussel | ||||||||||
| VP Finance/CFO-McKinney | 40.00 | 0.00 | $252,321 | $0 | $20,235 | Yes (X) | ||||
| Tom Trenary | ||||||||||
| President-Garland | 40.00 | 0.00 | $764,742 | $0 | $37,241 | Yes (X) | ||||
| Melissa Winter | ||||||||||
| CNO/COO-McKinney | 40.00 | 0.00 | $255,357 | $0 | $25,024 | Yes (X) | ||||
| Amy Yeager | ||||||||||
| Secretary | 1.00 | 40.00 | $0 | $616,293 | $79,334 | Yes (X) | ||||
| Donas Cole | ||||||||||
| VP Administration | 40.00 | 0.00 | $176,303 | $0 | $29,206 | Yes (X) | ||||
| John Foster | ||||||||||
| Director Pharmacy | 40.00 | 0.00 | $202,454 | $0 | $37,315 | Yes (X) | ||||
| Brenton Majors | ||||||||||
| Director Education | 40.00 | 0.00 | $186,327 | $0 | $34,168 | Yes (X) | ||||
| Dana Radman | ||||||||||
| Director Pharmacy | 40.00 | 0.00 | $198,122 | $0 | $19,610 | Yes (X) | ||||
| Susan Woodward | ||||||||||
| Nurse Manager | 40.00 | 0.00 | $180,809 | $0 | $15,256 | Yes (X) | ||||
| Debra Maitre | ||||||||||
| Director Nursing | 40.00 | 0.00 | $201,337 | $0 | $8,580 | Yes (X) | ||||
| William Boyd | ||||||||||
| Former Officer | 0.00 | 40.00 | $0 | $1,988,324 | $263,169 | Yes (X) | ||||
| Janice Walker | ||||||||||
| Former Officer | 0.00 | 40.00 | $0 | $437,828 | $94,617 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,479,376 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,783,679 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,020,799 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 142 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Aramark Services Inc | |||||
| P O Box 651009 | Charlotte | NC | 282651009 | Engineering/Food Services | $7,361,160 |
| HealthTexas Provider Network | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Clinical/Administrative | $6,753,223 |
| Medco Construction LLC | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Construction Services | $3,732,690 |
| Med Fusion LLC | |||||
| P O Box 222137 | Dallas | TX | 75222 | Lab Services | $2,443,977 |
| BIR JV LLP | |||||
| P O Box 677466 | Dallas | TX | 75267 | Staffing/Mgmt Services | $2,364,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $762,035 | RelatedOrganizationsAmt |
| Government Grants | $210,218 | GovernmentGrantsAmt |
| All Other Contributions | $15,767 | AllOtherContributionsAmt |
| Total Contributions | $988,020 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patient Care | 622110 | $217,212,803 | $217,212,803 |
| EHR Incentive | 622110 | $2,967,965 | $2,967,965 |
| Rent | 531120 | $1,974,914 | $1,974,914 |
| Shared Savings | 622110 | $212,294 | $212,294 |
| Education | 611710 | $19,764 | $19,764 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $153,205 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $687 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $222,541,632 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $455,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,965 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $418,951 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,800 | TotalRevenueColumnAmt |
| Exclusion | $4,800 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,680,910 | SecuritiesAmt |
| Other | $43,009,425 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,481,405 | SecuritiesAmt |
| Other | $32,400,679 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $199,505 | SecuritiesAmt |
| Other | $10,608,746 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,808,251 | TotalRevenueColumnAmt |
| Exclusion | $10,808,251 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Cafeteria/Vending | 722514 | $859,271 | $132,420 | $726,851 |
| Gift Shop/Retail | 453220 | $97,282 | $97,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $956,553 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,755,172 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $222,577,910 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $133,107 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,056,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,548,221 | TotalAmt |
| Program Services | $4,548,221 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,163,058 | TotalAmt |
| Management And General | $2,163,058 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,314,202 | TotalAmt |
| Program Services | $67,445,340 | ProgramServicesAmt |
| Management And General | $868,862 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,253,500 | TotalAmt |
| Program Services | $2,224,458 | ProgramServicesAmt |
| Management And General | $29,042 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,074,204 | TotalAmt |
| Program Services | $7,970,369 | ProgramServicesAmt |
| Management And General | $103,835 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,817,690 | TotalAmt |
| Program Services | $4,771,454 | ProgramServicesAmt |
| Management And General | $46,236 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,314 | TotalAmt |
| Program Services | $89,314 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,090 | TotalAmt |
| Management And General | $10,090 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,802 | TotalAmt |
| Management And General | $31,802 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,050,485 | TotalAmt |
| Program Services | $24,790,544 | ProgramServicesAmt |
| Management And General | $26,259,941 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,183 | TotalAmt |
| Program Services | $63,607 | ProgramServicesAmt |
| Management And General | $249,576 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,696 | TotalAmt |
| Program Services | $1,327,367 | ProgramServicesAmt |
| Management And General | $78,329 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,769,480 | TotalAmt |
| Program Services | $15,769,480 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,031,088 | TotalAmt |
| Program Services | $15,004,769 | ProgramServicesAmt |
| Management And General | $26,319 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,092 | TotalAmt |
| Program Services | $81,562 | ProgramServicesAmt |
| Management And General | $32,530 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,403 | TotalAmt |
| Program Services | $46,195 | ProgramServicesAmt |
| Management And General | $17,208 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,792 | TotalAmt |
| Program Services | $151,792 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,493,192 | TotalAmt |
| Program Services | $16,493,192 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,028 | TotalAmt |
| Management And General | $130,028 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $28,552,513 | $28,552,513 | |
| Non-Medical Supplies | $2,601,729 | $2,537,247 | $64,482 |
| Recruiting | $273,794 | $273,719 | $75 |
| Ambulance Expense | $245,332 | $245,332 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,811 | TotalAmt |
| Program Services | $336,857 | ProgramServicesAmt |
| Management And General | $139,954 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,974,699 | TotalAmt |
| Program Services | $192,723,332 | ProgramServicesAmt |
| Management And General | $30,251,367 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,854 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,463,921 | BOYAmt |
| EOY | $38,964,787 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,911 | BOYAmt |
| EOY | $429,772 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,395,592 | BOYAmt |
| EOY | $3,798,009 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,328 | BOYAmt |
| EOY | $17,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $206,994,601 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,601,597 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,095,444 | BOYAmt |
| EOY | $156,393,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,615,076 | BOYAmt |
| EOY | $56,319,500 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,000 | BOYAmt |
| EOY | $35,821,040 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,955,680 | BOYAmt |
| EOY | $1,745,279 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,379,952 | BOYAmt |
| EOY | $293,491,389 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,900,569 | BOYAmt |
| EOY | $9,386,664 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,802 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,179,048 | BOYAmt |
| EOY | $217,005,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,918,419 | BOYAmt |
| EOY | $226,391,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,679,902 | BOYAmt |
| EOY | $65,354,446 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,917,201 | BOYAmt |
| EOY | $1,745,279 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,864,430 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,461,533 | BOYAmt |
| EOY | $67,099,725 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,379,952 | BOYAmt |
| EOY | $293,491,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,780,473 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,366,050 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,776,231 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $12,449 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $31,802 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $44,251 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Statement Regarding Legislative Activity: Health care policy is critical to all Americans, and the Organization believes that health care providers must participate in forming health care policy by interacting with national, state and local representatives and their staff members to help them better understand the complexities and ramifications of key health care policies including, without limitation, those related to uninsured and indigent patient needs as well as the legislative and regulatory needs to assure the delivery of cost-efficient, quality health care. The Organization has established relationships with persons and industry associations that often communicate the Organization's positions on major health care issues. These contacts may include direct contact, telephone conversations and/or letters. Also, the Organization may attempt to educate the local community on certain legislative initiatives that may impact The Organization's ability to provide quality health care services to the community through direct mailings, media advertising or broadcast statements. The amount of resources (time and money) involved in these activities is insubstantial. The Organization has not intervened in any political campaign. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,870,242 | BeginningYearBalanceAmt |
| Contributions | $55,651 | ContributionsAmt |
| Investment Earnings Or Losses | $72,016 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,997,909 | OtherExpendituresAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,450,029 | BeginningYearBalanceAmt |
| Contributions | $1,663 | ContributionsAmt |
| Investment Earnings Or Losses | $303,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $884,609 | OtherExpendituresAmt |
| End Year Balance | $4,870,242 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,381,047 | BeginningYearBalanceAmt |
| Contributions | $4,241 | ContributionsAmt |
| Investment Earnings Or Losses | $288,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $223,621 | OtherExpendituresAmt |
| End Year Balance | $5,450,029 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,070,503 | BeginningYearBalanceAmt |
| Contributions | $952 | ContributionsAmt |
| Investment Earnings Or Losses | $641,504 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $331,912 | OtherExpendituresAmt |
| End Year Balance | $5,381,047 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,055,370 | BeginningYearBalanceAmt |
| Contributions | $4,947 | ContributionsAmt |
| Investment Earnings Or Losses | $200,449 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $190,263 | OtherExpendituresAmt |
| End Year Balance | $5,070,503 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,468,480 | OtherCostOrOtherBasisAmt |
| Book Value | $11,468,480 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $129,698,870 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,300,247 | DepreciationAmt |
| Book Value | $115,398,623 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,827,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,301,350 | DepreciationAmt |
| Book Value | $29,525,901 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $156,393,004 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment-Baylor Quality Alliance | $1,250,000 | C |
| Investment-BT Garland JV LLP | $34,571,040 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $35,821,040 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Note Payable to Related Organization | Desc |
| Amt | $217,005,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $217,005,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Baylor Health Care System Foundation endowments provided support for the activities and purposes of BSW Holdings and its affiliated entities (collectively, "BSWH"). They enabled BSWH to advance its medical objective and mission, including sponsorship of patient care, research, and educational and training programs. The endowments were transferred to a related BSWH entity during the tax year. |
| 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. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,388,565 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,388,565 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04340 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,973,135 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $27,670,685 | DirectOffsettingRevenueAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,388 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,553 | DirectOffsettingRevenueAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $29,365,088 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $27,674,238 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,388,565 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04340 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,021,086 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,021,086 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00770 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,076,932 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $735,710 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,341,222 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00890 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $41,025 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $35,347 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,678 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,893,056 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,450 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,890,606 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02620 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,032,099 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $773,507 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,258,592 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04280 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $41,397,187 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $28,447,745 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $22,647,157 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08620 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $38,263,624 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $71,465,531 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $86,131,974 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$14,666,443 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | Teaching HospitalTeachingHospitalInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baylor Scott & White Med Ctr-McKinney | |||||||||||
| 1 | 5252 W University | McKinney | TX | 75071 | www.bswhealth.com | 100153 | Yes (X) | Yes (X) | Yes (X) | A | |
| Baylor Scott & White Med Ctr-Garland | |||||||||||
| 2 | 2300 Marie Curie | Garland | TX | 75042 | www.bswhealth.com | 100339 | Yes (X) | Yes (X) | Yes (X) | A | Yes (X) |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Facility Reporting Group A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 15 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | http://communityneeds.bswhealth.com/ | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | http://communityneeds.bswhealth.com/ | StrategyWebsiteURLTxt |
| Strategy Attached | 0 | StrategyAttachedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 500.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | https://bswhealth.com/financialassistance | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | https://bswhealth.com/financialassistance | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | https://bswhealth.com/financialassistance | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Medicare Rates | Yes (X) | MedicareRatesInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: Baylor Scott & White Med Ctr-McKinney, - Facility 2: Baylor Scott & White Med Ctr-Garland |
| Facility Reporting Group A Part V, Section B, line 2: | |
| 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 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 2 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Baylor Center for Pain Mgmt | ||||
| 2520 N Central Exp Suite 400 | Richardson | TX | 75080 | Pain Center |
| 2 - Baylor Garland Comprehensive Wound Ctr | ||||
| 777 Walter Reed Blvd | Garland | TX | 75042 | Wound Care Center |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 $6,643,135 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 a senior health center 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 $28,348,416, which is $13,681,973 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 serves the geographical area of Collin, Dallas and Tarrant counties. Additional information regarding the community can also be found below, and in the hospital's community health needs assessment and implementation strategy located on the organization's website at http://communityneeds.bswhealth.com/.According to population statistics, the overall community served was representative of Texas overall but had slightly higher median income. The community served was more racially diverse with a lower percentage of seniors than both the state and the U.S. benchmark. Overall socioeconomic barriers were similar or lower than the state benchmark, however Dallas County was above state and national benchmark for poverty level.The population of this community served is expected to grow 7.4% (310,512 people) by 2020. The 7.4% population growth is expected to be slightly higher than both the state growth rate (6.7%) and the national growth rate (3.5%). The ZIP Codes expected to experience the most growth in five years: 75070 McKinney (Colling County) - 11,518 people and 75052 Grand Prairie (Dallas County) - 8,933 people. A majority (61%) of the community's population was concentrated in Dallas County. Within the county, the city of Dallas is expected to grow at a rate of 5.4% with a population increase of 66,887 people; the rest of Dallas County is growing faster at 6.6% (86,559 people). Both Collin and Denton counties will see growth approaching 10% over the next five years with a population increase of 77,000 and 79,000, respectively.The sixty-five plus cohort is expected to experience the most growth over the next five years. This is particularly true in Collin County (34% growth) and Denton County (37% growth). Overall in this community the age 65+ population will grow by 116,000 people. Growth in this age cohort will likely contribute to increased utilization of services as the population continues to age. The age group that will experience the least amount of growth in the community is the 18-44 age cohort with an expected increase of 36,975 people.Diversity in the community is projected to increase. Collin and Denton counties are expected to experience higher rates of growth in minority populations than in Dallas County. In 2015, the community, a majority of the population (60%) was white followed by black at 17%. Black and Asian/Pacific Islander populations will see significant growth over the next five years. Growth in these populations is projected to be greater than 20% in both Collin County (37,000 additional people between both races) and Denton County at (171,000 additional people between both races). Those of Hispanic ethnicity comprised 30% of the community's population, just below the overall state proportion of Hispanics but above the national proportion. The Hispanic population in this community is expected to increase 11%, or 142,000 people. Collin and Denton counties are expected to experience higher growth rate of Hispanic population. Dallas County is projected to experience 10% growth in this population.The median household income for the community served was $60,384, greater than both the state and U.S. benchmarks. Sixty-one percent (61%) of the community were commercially insured, which equates to over 2.5 million lives. Commercial covered lives are expected to grow by over 212,000 lives (6%) over the next five years. Medicare and dual eligible lives (those receiving both Medicare and Medicaid benefits) will experience the highest growth rates at 27% (90,000 lives) and 22% (12,000 lives) respectively. The number of uninsured and Medicaid lives are expected to decline slightly in all counties. Collin and Denton counties will see a greater percentage increase in Medicare, growing 33% (20,000 lives) and 37% (18,000 lives) respectively. |
| 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 operates an emergency department through its hospitals accepting all patients without the regard for the ability to pay. The emergency room is operated 24 hours a day, seven days a week.The organization is also committed to promoting the health and well-being of individuals and families beyond the health activities of the traditional hospital or clinic setting through its community outreach programs. These programs are targeted to positively alter the health of the community through outreach and education on such topics as adult nutrition, childhood obesity, behavioral health and support groups for individuals suffering with chronic diseases such as diabetes, cardiovascular and pulmonary diseases, and cancer. Throughout the year the organization offers free preventive health services to the community such as health screenings, health fairs, immunizations and many other community education programs. At these events, the organization's staff and physicians educate the public on various health-related preventive measures and healthy lifestyle choices. Since late 2009, the organization has been supporting Hope Clinic. Many physicians and nurses on the organizations medical staff, as well as Family Medicine residents from the organization medical education program staff this clinic. The clinic served the working poor who have no private health insurance and who are ineligible for Medicare, Medicaid or similar programs. In addition to urgent care needs and health screenings, Hope Clinic helps its clients manage chronic conditions such as diabetes, high blood pressure, COPD and heart failure. Medications for this population are made more accessible through the clinic's prescription assistance program.Medical education is a crucial part of the organization's mission. Being affiliated with one of the nation's largest private teaching organizations, the organization annually trains 19 residents, fellows and other health care professionals. These quality teaching programs add many dimensions to the organization's ability to serve patients in the community.The organization is also committed to promoting the health and well-being of individuals and families beyond the health activities of the traditional hospital or clinic setting through its community outreach programs. Community outreach and preventative health care are important areas of focus that fuel the organization's efforts to screen and educate local residents to improve the overall health and wellness of the community its services. Prevention leads to early detection and the ability to catch disease when treatment will be most reliable and effective. These programs are targeted to positively alter the health of the community by providing education on such topics as adult nutrition, childhood obesity, and behavioral health issues and to build support groups for individuals suffering with chronic diseases such as diabetes, cardiovascular and pulmonary diseases, and cancer. Throughout the year the organization offers free preventive health services to the community such as health screenings, health fairs, immunizations and many other community education programs. Equipping people with quality health information encourages individuals to make appropriate life style changes to benefit their health. As part of a health system with renowned teaching facilities, the organization attracts first-rate medical specialists who help improve the level of medical care for the entire community. The organization is also committed to assisting with the preparation of future nurses at entry and advanced levels of the profession to establish a qualified workforce. During a nurses training, clinical skills and professional competencies are developed to provide the nurse with the ability to take on increasing responsibility for patient care. Quality teaching programs add many dimensions to the organization's ability to serve patients. The efforts are coordinated through strong affiliations with schools of nursing in Central and North Texas. The nurses trained at the organization's hospital facility are not obligated to join the staff although many remain in Texas to provide top quality nursing services to many health care institutions. |
| 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| Dallas County Indigent Care Corporation | |||||||||
| PO Box 655999 | Dallas | TX | 75265 | 260610562 | 501(c)(3) | $4,487,495 | N/A | N/A | Indigent Care |
| 3e McKinney | |||||||||
| 202 W Louisiana St Suite 205 | McKinney | TX | 75069 | 204950273 | 501(c)(3) | $5,500 | N/A | N/A | General Support |
| Children and Community Health Center of McKinney | |||||||||
| 120 S Central Expwy Suite 102 | McKinney | TX | 75070 | 200637782 | 501(c)(3) | $44,000 | N/A | N/A | General Support |
| ManeGait Therapeutic Horsemanship | |||||||||
| 3160 N Custer | McKinney | TX | 75071 | 261525268 | 501(c)(3) | $8,000 | N/A | N/A | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Paul Madeley MD | ||||||||||||||
| Trustee | $0 | $428,861 | $0 | $0 | $0 | $285,461 | $0 | $9,268 | $0 | $20,197 | $0 | $743,787 | $0 | $210,436 |
| Jane Cook | ||||||||||||||
| CNO/COO-Garland | $63,061 | $0 | $736 | $0 | $130,197 | $0 | $3,263 | $0 | $20,260 | $0 | $217,517 | $0 | $0 | $0 |
| Jerri Garison | ||||||||||||||
| President | $0 | $489,389 | $0 | $456,278 | $0 | $80,867 | $0 | $112,364 | $0 | $23,248 | $0 | $1,162,146 | $0 | $85,222 |
| Robert Knowlton | ||||||||||||||
| VP Finance/CFO-Garland | $214,301 | $0 | $60,628 | $0 | $0 | $0 | $10,844 | $0 | $9,379 | $0 | $295,152 | $0 | $0 | $0 |
| Scott Peek | ||||||||||||||
| President-McKinney | $330,191 | $0 | $248,405 | $0 | $14,085 | $0 | $119,676 | $0 | $28,545 | $0 | $740,902 | $0 | $47,488 | $0 |
| Stephen Roussel | ||||||||||||||
| VP Finance/CFO-McKinney | $196,365 | $0 | $55,176 | $0 | $780 | $0 | $10,001 | $0 | $10,234 | $0 | $272,556 | $0 | $0 | $0 |
| Tom Trenary | ||||||||||||||
| President-Garland | $389,294 | $0 | $314,673 | $0 | $60,775 | $0 | $13,250 | $0 | $23,991 | $0 | $801,983 | $0 | $0 | $0 |
| Melissa Winter | ||||||||||||||
| CNO/COO-McKinney | $198,298 | $0 | $56,279 | $0 | $780 | $0 | $10,201 | $0 | $14,823 | $0 | $280,381 | $0 | $0 | $0 |
| Amy Yeager | ||||||||||||||
| Secretary | $0 | $319,327 | $0 | $283,329 | $0 | $13,637 | $0 | $48,618 | $0 | $30,716 | $0 | $695,627 | $0 | $0 |
| Donas Cole | ||||||||||||||
| VP Administration | $143,183 | $0 | $32,340 | $0 | $780 | $0 | $3,024 | $0 | $26,182 | $0 | $205,509 | $0 | $0 | $0 |
| John Foster | ||||||||||||||
| Director Pharmacy | $163,328 | $0 | $38,188 | $0 | $938 | $0 | $8,662 | $0 | $28,653 | $0 | $239,769 | $0 | $0 | $0 |
| Brenton Majors | ||||||||||||||
| Director Education | $151,435 | $0 | $34,892 | $0 | $0 | $0 | $7,972 | $0 | $26,196 | $0 | $220,495 | $0 | $0 | $0 |
| Dana Radman | ||||||||||||||
| Director Pharmacy | $162,752 | $0 | $21,415 | $0 | $13,955 | $0 | $8,340 | $0 | $11,270 | $0 | $217,732 | $0 | $0 | $0 |
| Susan Woodward | ||||||||||||||
| Nurse Manager | $176,558 | $0 | $765 | $0 | $3,486 | $0 | $5,296 | $0 | $9,960 | $0 | $196,065 | $0 | $0 | $0 |
| Debra Maitre | ||||||||||||||
| Director Nursing | $165,413 | $0 | $35,924 | $0 | $0 | $0 | $8,271 | $0 | $309 | $0 | $209,917 | $0 | $0 | $0 |
| William Boyd | ||||||||||||||
| Former Officer | $0 | $736,815 | $0 | $1,126,380 | $0 | $125,129 | $0 | $236,009 | $0 | $27,160 | $0 | $2,251,493 | $0 | $130,593 |
| Janice Walker | ||||||||||||||
| Former Officer | $0 | $304,356 | $0 | $110,248 | $0 | $23,224 | $0 | $70,182 | $0 | $24,435 | $0 | $532,445 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. One person 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 of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Discretionary spending account-The organization provides eligible employees who travel frequently in their personal vehicle an auto expense allowance in lieu of reimbursement for business mileage under the organization's business travel and expense reimbursement policy. All auto expense allowances are treated as taxable compensation. Two of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. |
| Part I, Line 3 | Process for determining compensation: The organization, a controlled affiliate of BSW Holdings, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BSW Holdings' Board of Trustees and its Compensation 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, Lines 4a-b | Jane Cook received a severance payment in the amount of $129,957. 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: Tom Trenary ($45,470), Paul Madeley, M.D. ($250,855), Scott Peek, Amy Yeager, Jerri Garison ($62,441), Janice Walker and William Boyd ($98,483). Also, select certain officers, as designated by BSW Holdings' governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize the key senior leaders value and contribution to 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 individuals participated in and/or received payments (noted in parenthesis) from this plan during the tax year: Tom Trenary ($159,255), Scott Peek ($116,157), Jerri Garison ($184,336) 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. |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | Baylor Medical Center at Garland Hospital | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2016-01-01 | DistributionDt |
| Fair Market Value Of Asset | $86,172,345 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | Third Party Valuation | MethodOfFMVDeterminationTxt |
| EIN | 475009342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BT Garland JV LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan Street Suite 2200 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | Partnership | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 2e: | FormAndLineReferenceDesc |
| Explanation | Person(s) Involved: Effective January 1, 2016, the operations and certain assets and liabilities of the hospital facility, Baylor Scott & White Medical Center - Garland, were contributed by the organization to a new partnership named BT Garland JV LLP valued at $86,172,345. Simultaneously, the organization sold 49.9% of the interest in BT Garland JV LLP to Healthcare Network Texas Inc. at a fair market rate of $43,000,000 as determined by a third party valuation consultant. The organization maintained a 50.1% controlling interest in the partnership to ensure it is still operated in accordance with the organization's charitable mission. Certain officers and key employees of the organization including Tom Trenary and Donas Cole became employees of BT Garland JV LLP as a result of the transaction. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | Effective January 1, 2016, the operations and certain assets and liabilities of the hospital facility, Baylor Scott & White Medical Center - Garland, were contributed by the organization to a new partnership named BT Garland JV LLP valued at $86,172,345. Simultaneously, the organization sold 49.9% of the interest in BT Garland JV LLP to Healthcare Network Texas Inc. at a fair market rate of $43,000,000 as determined by a third party valuation consultant. The organization maintained a 50.1% controlling interest in the partnership to ensure it is still operated in accordance with the organization's charitable mission. |
| 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 IX, line 11g | Contract Labor : Program service expenses 7,808,574. Management and general expenses 1,925. Fundraising expenses 0. Total expenses 7,810,499. Other Purchased Services : Program service expenses 10,892,874. Management and general expenses 1,081,723. Fundraising expenses 0. Total expenses 11,974,597. Repairs & Maintenance : Program service expenses 324,267. Management and general expenses 22,908. Fundraising expenses 0. Total expenses 347,175. Professional Fees : Program service expenses 2,250,121. Management and general expenses -35,726. Fundraising expenses 0. Total expenses 2,214,395. Lab Fees : Program service expenses 2,162,609. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,162,609. Patient Care : Program service expenses 162,607. Management and general expenses 0. Fundraising expenses 0. Total expenses 162,607. Corporate Overhead : Program service expenses 0. Management and general expenses 25,189,111. Fundraising expenses 0. Total expenses 25,189,111. Indigent Care: Program service expenses 1,189,492. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,189,492. |
| Form 990, Part XI, line 9: | Transfers Between Entities Under Common Control -42,456. Changes in Net Assets of Related Foundations -5,036,352. Self Insurance Liability Reserve 302,577. |
| Supplemental Information: IRC Section 6038 Statement: | Disclosure Statement Related to Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer: In accordance with IRC Section 6038 and the constructive ownership rules of IRC Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, with respect to certain controlled foreign corporations (CFCs) including Baylor Scott & White Assurance SPC. These filing requirements are or will be satisfied through the filing of Form 5471 for this CFC by the U.S. taxpayer identified below who has the same filing requirement. Taxpayer Name: Baylor University Medical Center Taxpayer Address: 2001 Bryan Street Suite 2200 Dallas, TX 75201 Taxpayer Identification Number of U.S. tax return with which the Forms 5471 were or will be filed: 75-1837454 IRS Service Center where U.S. tax return was or will be filed: E-filed |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (40 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All Saints Health Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751947007 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor All Saints Medical Center | Yes (1) | |
| Baylor All Saints Medical Center | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751008430 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Health Care System | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751812652 | Management Services | TX | 501(c)(3) | Line 11b, II | Baylor Scott & White Holdings | Yes (1) | |
| Baylor Health Care System Employee Benefit Trust | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751848557 | VEBA | TX | 501(c)(9) | Baylor Health Care System | Yes (1) | ||
| Baylor Health Care System Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751606705 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor Health Care System | Yes (1) | |
| Baylor Health Services | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751917311 | Inactive | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037226 | Rehabilitation Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Carrollton | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 454510252 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Irving | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752586857 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Waxahachie | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751844139 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Regional Medical Center at Grapevine | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751777119 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Regional Medical Center at Plano | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 820551704 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Research Institute | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751921898 | Research | TX | 501(c)(3) | Line 4 | Baylor Health Care System | Yes (1) | |
| Baylor Scott & White Health | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 463131350 | Management Services | TX | 501(c)(3) | Line 11b, II | Baylor Scott & White Holdings | Yes (1) | |
| Baylor Scott & White Holdings | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 463130985 | Parent | TX | 501(c)(3) | Line 11b, II | 0 | N/A | |
| 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 | Yes (1) | |
| Baylor University Medical Center | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751837454 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| HealthTexas Provider Network | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752536818 | Physician Services | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Hillcrest Baptist Medical Center | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 741161944 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Scott & White Memorial Hospital | Yes (1) | |
| Hillcrest Family Health Center | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742730350 | Physician Services | TX | 501(c)(3) | Line 11a, I | Hillcrest Baptist Medical Center | Yes (1) | |
| Hillcrest Physician Services | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742967081 | Physician Services | TX | 501(c)(3) | Line 11a, I | Hillcrest Baptist Medical Center | Yes (1) | |
| Irving Healthcare Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751570933 | Fundraising | TX | 501(c)(3) | Line 3 | Baylor Medical Center at Irving | Yes (1) | |
| Scott & White Clinic | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742958277 | Physician Services | TX | 501(c)(3) | Line 9 | Scott & White Healthcare | Yes (1) | |
| Scott & White Continuing Care Hospital | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 202850920 | Long Term Acute Care Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White EMS Inc | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 753242749 | Emergency Transport | TX | 501(c)(3) | Line 9 | Scott & White Memorial Hospital | Yes (1) | |
| Scott & White Foundation-Brenham | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742460815 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Hospital-Brenham | Yes (1) | |
| Scott & White Health Plan | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742052197 | HMO/Insurance | TX | 501(c)(4) | Baylor Scott & White Holdings | Yes (1) | ||
| Scott & White Healthcare | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 264532547 | Management Services | TX | 501(c)(3) | Line 11b, II | Baylor Scott & White Holdings | Yes (1) | |
| Scott & White Healthcare Foundation | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273513154 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Brenham | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742519752 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-College Station | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 274434451 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (1) | |
| Scott & White Medical Plan Trust | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742866102 | VEBA | TX | 501(c)(9) | Scott & White Healthcare | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (1) | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (54 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | N/A | ||||||||
| Baylor Surgicare at Ennis LLC | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 274202856 | Ambulatory Surgery Center | TX | N/A | ||||||||
| Baylor Surgicare at Granbury LLC | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 263896477 | Ambulatory Surgery Center | TX | N/A | ||||||||
| Baylor Surgicare at Mansfield LLC | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 271835675 | Ambulatory Surgery Center | TX | N/A | ||||||||
| Baylor Surgicare at Plano Parkway LLC | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 274282604 | Ambulatory Surgery Center | TX | N/A | ||||||||
| Baylor Surgicare at Plano LLC | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 260308454 | Ambulatory Surgery Center | TX | N/A | ||||||||
| Bellaire Outpatient Surgery Center LLP | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 562297308 | Ambulatory Surgery Center | TX | N/A | ||||||||
| BIR JV LLP | |||||||||||||||
| 4714 Gettysburg Rd | Mechanicsburg | PA | 17055 | 274586141 | Rehabilitation Hospitals | TX | N/A | ||||||||
| BTDI JV LLP | |||||||||||||||
| 5214 Maryland Way Suite 200 | Brentwood | TN | 37207 | 462908086 | Imaging Centers | TX | N/A | ||||||||
| Dallas Surgical Partners LLC | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 722183815 | Ambulatory Surgery Center | TX | N/A | ||||||||
| Denton Surgicare Partners Ltd | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752708579 | Ambulatory Surgery Center | TX | N/A | ||||||||
| Desoto Surgicare Partners Ltd | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752592508 | Ambulatory Surgery Center | TX | N/A | ||||||||
| EBD JV LLP | |||||||||||||||
| 10077 Grogans Mill Rd Suite 100 | The Woodlands | TX | 77380 | 455434614 | Free Standing Emergency Hospitals | TX | N/A | ||||||||
| 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 | N/A | ||||||||
| 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 | N/A | ||||||||
| Texas Heart Hospital of the Southwest LLP | |||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 412101361 | Specialty Hospital | TX | N/A | ||||||||
| THVG Bariatric LLC | |||||||||||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 383894636 | Holds interests in Ambulatory Surgery Centers | TX | N/A | ||||||||
| Trophy Club Medical Center 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 | N/A | ||||||||
| BT Garland JV LLP | |||||||||||||||
| 2300 Marie Curie Blvd | Garland | TX | 75042 | 475009342 | Acute Care Hospital | TX | BMC at Garland and McKinney | Related | -$6,897,240 | $40,336,717 | 0 | $25,902 | 0 | 0.50100 | |
| 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 | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baylor All Saints Med Cntr at Ft Worth Condo Owners Association Inc | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 261661900 | Condo Association | TX | N/A | C | Yes (1) | |||||||
| Baylor Health Enterprises LP | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751997378 | Fitness Center/Pharmacy/ Hotel | TX | N/A | C | Yes (1) | |||||||
| Baylor Health Network Inc | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752463251 | Billing/Collection | TX | N/A | C | Yes (1) | |||||||
| Baylor Med Ctr at Grapevine Condo Owners Association Inc | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752747555 | Condo Association | TX | N/A | C | Yes (1) | |||||||
| Baylor Quality Health Care Alliance LLC | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 454015863 | ACO | TX | N/A | C | Yes (1) | $1,581,701 | $806,439 | 0.08330 | ||||
| Baylor Scott & White Assurance | ||||||||||||||||
| 980589956 | Investment | N/A | C | Yes (1) | 23 Lime Tree Bay | Grand Cayman | CJ | CJ | ||||||||
| BMP Incorporated | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751436779 | Post Office | TX | N/A | C | Yes (1) | |||||||
| BUMCRoberts Condominium Owners Association Inc | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752897806 | Condo Association | TX | N/A | C | Yes (1) | |||||||
| Charitable Lead Trusts (2) | ||||||||||||||||
| Investment | TX | N/A | T | Yes (1) | ||||||||||||
| Charitable Remainder Trusts (64) | ||||||||||||||||
| Investment | TX | N/A | T | Yes (1) | ||||||||||||
| Hillcrest Health Holdings Inc | ||||||||||||||||
| 3000 Herring St | Waco | TX | 76708 | 742793367 | Management Services | TX | N/A | C | Yes (1) | |||||||
| Insurance Company of Scott & White | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 743092083 | Insurance | TX | N/A | C | Yes (1) | |||||||
| Scott & White Properties Holdings Inc | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 452920596 | Investment | TX | N/A | C | Yes (1) | |||||||
| Scott & White Properties Inc | ||||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742497061 | Hotel Services | TX | N/A | C | Yes (1) | |||||||
| Lake Pointe GP LLC | ||||||||||||||||
| 1445 Ross Ave Suite 1400 | Dallas | TX | 75202 | 752687870 | Holding Company | TX | N/A | C | Yes (1) | |||||||
| Lake Pointe Investments LLC | ||||||||||||||||
| 1445 Ross Ave Suite 1400 | Dallas | TX | 75202 | 752687874 | Holding Company | TX | N/A | C | Yes (1) | |||||||
| TRMC Holdings LLC | ||||||||||||||||
| 1445 Ross Ave Suite 1400 | Dallas | TX | 75202 | 465634785 | Holding Company | TX | N/A | C | Yes (1) | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Baylor Scott & White Health | ||
| A | $6,204 | GAAP |
| BIR JV LLP | ||
| A | $143,817 | GAAP |
| HealthTexas Provider Network | ||
| A | $126,751 | GAAP |
| BT Garland JV LLP | ||
| B | $70,244,836 | GAAP |
| Baylor Health Care System Foundation | ||
| C | $762,035 | GAAP |
| HealthTexas Provider Network | ||
| K | $52,476 | GAAP |
| Baylor Medical Center at Carrollton | ||
| L | $94,680 | GAAP |
| Baylor Quality Health Care Alliance LLC | ||
| L | $212,294 | GAAP |
| Scott & White Health Plan | ||
| L | $617,092 | GAAP |
| Baylor Quality Health Care Alliance LLC | ||
| M | $367,834 | GAAP |
| Baylor Regional Medical Center at Plano | ||
| M | $57,670 | GAAP |
| Baylor Scott & White Health | ||
| M | $41,995,718 | GAAP |
| Baylor University Medical Center | ||
| M | $258,991 | GAAP |
| BIR JV LLP | ||
| M | $1,949,786 | GAAP |
| HealthTexas Provider Network | ||
| M | $6,826,291 | GAAP |
| MEDCO Construction LLC | ||
| M | $542,968 | GAAP |
| Baylor Scott & White Health | ||
| R | $10,647,746 | GAAP |