SCOTT AND WHITE HEALTH PLAN: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT AND WHITE HEALTH PLAN (EIN 74-2052197)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-06
- IRS object ID
- 201733109349300338
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-06T09:04:02-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742052197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Health Plan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 2542159256 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1Txt |
| City | Temple | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen Bush | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2542983000 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 205.203.58.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-06 | IPDt |
| IP Tm | 09:00:12 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BA50FDDE45507D8C4E1A07509D69DD229EB62411 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4621FBF4A5F2BC725A5EF2737EC18FAC34F6D920 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeffrey C Ingrum | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1Txt |
| City | Temple | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $792,280,194 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.swhp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Scott and White Health Plan (SWHP) started operations in January 1982 as a nonprofit Health Maintenance Organization. Our mission is:"To serve all people by providing personalized health and wellness through exemplary care, education and research as a Christian ministry of healing." SWHP was first called Centroplex Health Plan, and its service area was focused primarily in Bell and Coryell counties. Since then, we've grown to over 225,000 enrollees and our service area to 80 counties in the Central, East, North, and West Texas regions. New health maintenance organization plans have been introduced to meet the needs of enrollees, employers and the community. These include a statewide Administrative Services Only health plan, a Medicare Part D plan, and a Medicaid health plan, have been introduced to meet the needs of enrollees, employers, and the community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 807 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $719,077 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $470,129 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,000,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $201,000,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $703,132,148 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $573,613,662 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,212,536 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,097,685 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,764,812 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $721,109,496 | PYTotalRevenueAmt |
| CY Total Revenue | $776,711,347 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,540,753 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,705,397 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $685,018,025 | PYOtherExpensesAmt |
| CY Other Expenses | $723,231,232 | CYOtherExpensesAmt |
| PY Total Expenses | $717,558,778 | PYTotalExpensesAmt |
| CY Total Expenses | $766,936,629 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,550,718 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,774,718 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $218,498,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $270,795,631 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $135,149,803 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $173,716,142 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,348,316 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,079,489 | 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 | 0 | SignificantChangeInd |
| Expense | $737,739,261 | ExpenseAmt |
| Revenue | $574,539,208 | RevenueAmt |
| Desc | See Schedule OIn January 1982, Scott and White Health Plan (SWHP) launched operations as a not for profit health maintenance organization focused primarily in Bell and Coryell counties. Today, SWHP has evolved into a vast health care network including group coverage, individual coverage, and a number of Health Maintenance Organization health plans. The combined service area has expanded to encompass 80 counties and over 225,000 enrollees in the Dallas Metroplex and Central Texas Regions. A major factor in SWHP's growth trajectory has been the pursuit of enrollees' satisfaction and quality. SWHP is fully accredited by the National Committee for Quality Assurance (NCQA). SWHP leads all health plans in Louisiana, New Mexico, Oklahoma and Texas in national rankings for Medicare HMO products and private health plans as the only plan receiving a 4.5 or higher rating (According to the National Committee for Quality Assurance (NCQA) Rankings, 2016-2017). Furthermore, according to the Office of Public Insurance Counsel "Guide to Texas HMO Quality: 2014", SWHP has the highest HMO rating in Texas, exceeding national and Texas averages, for Chlamydia Screening, Persistence of Beta Blocker Treatment, Cholesterol Management, HbA1c Testing, Diabetic Eye Exam Screening, Diabetic Nephropathy, and Prenatal Care.SWHP has demonstrated a commitment to the health and well-being of not only its enrollees but the community as a whole through a number of innovative programs. These programs provide a combination of preventive health and management of chronic disease, and as a result of them, we are closing gaps in care. SWHP created a unique suite of programs encompassing a wide range of clinically integrated programs for enrollees. These programs are designed to engage enrollees in a healthy lifestyle and determining their own care. They support and coordinate care to the right place, at the right time, with the right provider, especially for those enrollees with complex or chronic care issues. The wellness programs are designed to create wellness and awareness, and to benefit the entire community. A sampling of the programs that we offer to improve the health of our enrollees and the community at large are:The Wellness Assessment The Wellness Assessment is a free SWHP online tool available to enrollees and the community at large. Through a series of questions concerning family health history, personal health history, substance abuse, stress/coping, physical activity and nutrition, the assessment identifies basic information about the health of our enrollees and all members of the community. They then receive a report that includes advice that may help the enrollees and community members to make healthier choices. Online Lifestyle Management ProgramsSWHP offers free access to enrollees and members of the community to digital health coaching programs. The programs are aimed at providing educational resources on how and why to make healthier choices and personalized lifestyle changes.Step-Up, Scale-DownSWHP, through its Medicaid product, offers Step Up, Scale Down. Step Up, Scale Down is a 12-week program featuring nutrition and exercise education that is available to enrollees. Each week features a different topic including goal setting, reading nutrition labels, meal planning, and starting or stepping up an exercise program. The classes are taught by nurses and wellness professionals with expertise in exercise and nutrition. SWHP Community Events SponsorshipSWHP collaborates with various community groups and clients to help sponsor events throughout the community. The events are available to all in the community, including enrollees, and cover a broad range of topics, such as health fairs, 5K/10K/Half Marathon races, and concert series.Car Seat ProgramsSWHP, through its Medicaid product, offers enrollees infant car seats for completing prenatal visits and combination/booster seats for "well" child visits. These programs promote preventative care and rewards enrollees and the community at large with car seats that they may not otherwise be able to afford. SWHP helps to coordinate the provision of infant car seats for community at large.Value-Added Services for Medicaid MembersSWHP, through its Medicaid product, offers enrollees a variety of extra benefits to reward enrollees to seek out preventative care and health education. These rewards include gift cards, pedometers, weight-management programs, vision exams for adults, basic dental services for pregnant women, and transportation assistance. MOMS ProgramMaternal Options Maintenance Support (MOMS) offers mothers support and educational help with their newborns through a phone call from registered professionals. MOMS has proven to be so successful that it was expanded to all new SWHP mothers following discharge from a Baylor Scott & White hospital. Employee ContributionsIn alignment with SWHP's mission and vision, employees of SWHP participate in events, including on their personal time, to raise funds and awareness for external agencies in the community. This past year recipients included United Way, Food for Families, Project Apple Tree, McLane Children's Bereavement Committee, and March of Dimes.Involvement with Community OrganizationsSWHP employs staff that participate, during work-hours, in a number of Community Organization Boards and Coalition, these include but are not limited to, Nurse-Family Partnership, Health Babies Coalition, City of Temple Mayor's Council on Fitness, and Safe Kids Mid-Texas. Walk with a DocWalk with a Doc encourages healthy physical activity in people of all ages, and reverse the consequences of a sedentary lifestyle in order to improve health and well-being. SWHP partners with Baylor Scott & White physicians in Temple to offer these community events.Community Wellness EventsSWHP provides free targeted health education and materials to the general public at a variety of health fair events throughout our service area. | Desc |
| Total Program Service Expenses | $737,739,261 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4210 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 807 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen Bush | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2547243000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1Txt |
| City | Temple | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Donald R Grobowsky | ||||||||||
| Trustee/Secretary/Treasurer | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jerry Hudson | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Louis S Casey Jr | ||||||||||
| Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lyndon Olson Jr | ||||||||||
| Trustee/Chair | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Phil Adams | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert A Probe MD | ||||||||||
| Trustee/Vice Chair | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,262,746 | $167,550 | |||
| Terry Maness | ||||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marinan Williams | ||||||||||
| Interim President/CEO/COO | 40.00 | 0.00 | Yes (X) | $587,121 | $0 | $52,421 | ||||
| Stephen Bush | ||||||||||
| VP Finance/CFO | 40.00 | 0.00 | Yes (X) | $461,204 | $0 | $69,479 | ||||
| Jeffrey Ingrum | ||||||||||
| President/CEO | 40.00 | 0.00 | Yes (X) | $484,886 | $0 | $67,542 | ||||
| Mary Davis MD | ||||||||||
| Medical Director/CMO | 40.00 | 40.00 | $0 | $194,959 | $4,120 | Yes (X) | ||||
| John Chaddick | ||||||||||
| VP Pharmacy | 40.00 | 0.00 | $261,083 | $0 | $27,720 | Yes (X) | ||||
| Maria Lima-Leite | ||||||||||
| VP Medical Delivery Strategy | 40.00 | 0.00 | $330,348 | $0 | $40,669 | Yes (X) | ||||
| Michael Hawkins MD | ||||||||||
| Medical Director | 40.00 | 0.00 | $383,060 | $0 | $36,813 | Yes (X) | ||||
| David W Dickson | ||||||||||
| VP Actuarial Svcs | 40.00 | 0.00 | $343,863 | $0 | $29,139 | Yes (X) | ||||
| David R Krauss MD | ||||||||||
| Medical Director | 40.00 | 0.00 | $288,563 | $0 | $14,378 | Yes (X) | ||||
| Andrejs Avots-Avotins MD | ||||||||||
| Former Officer | 0.00 | 40.00 | $0 | $575,805 | $84,846 | Yes (X) | ||||
| Robert W Pryor MD | ||||||||||
| Former Officer | 0.00 | 40.00 | $0 | $2,674,941 | $21,236 | Yes (X) | ||||
| Kenneth J Phenow MD | ||||||||||
| Former Key Employee | 0.00 | 40.00 | $0 | $125,000 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,140,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,833,451 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $615,913 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 74 | 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 |
|---|---|---|---|---|---|
| Scott & White Memorial Hospital | |||||
| 2401 S 31st Street | Temple | TX | 76508 | Medical Services | $121,702,840 |
| Scott & White Clinic | |||||
| 2401 S 31st Street | Temple | TX | 76508 | Medical Services | $50,849,827 |
| Hillcrest Baptist Medical Center | |||||
| 100 Hillcrest Medical Blvd | Waco | TX | 767127910 | Medical Services | $25,988,524 |
| Scott & White Hospital Round Rock | |||||
| 300 University Blvd | Round Rock | TX | 786651032 | Medical Services | $24,923,513 |
| Scott & White Hospital College Station | |||||
| 700 Scott White Dr | College Station | TX | 778456441 | Medical Services | $20,150,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 347 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $201,000,000 | RelatedOrganizationsAmt |
| Total Contributions | $201,000,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HMO | 524114 | $667,967,032 | $667,967,032 | |
| TPA Fee | 524292 | $35,693,726 | $35,449,042 | $244,684 |
| PBM | 524292 | $2,159,301 | $1,684,908 | $474,393 |
| Administration and Dis | 524298 | $1,674 | $1,674 | |
| Affiliate Income | 524114 | -$132,208,277 | -$132,208,277 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $206 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $573,613,662 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $925,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $925,546 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,740,986 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,568,847 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,172,139 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,172,139 | TotalRevenueColumnAmt |
| Exclusion | $1,172,139 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $776,711,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $573,820,131 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $719,077 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,172,139 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,478,287 | TotalAmt |
| Program Services | $2,395,178 | ProgramServicesAmt |
| Management And General | $1,083,109 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,349,906 | TotalAmt |
| Program Services | $26,146,797 | ProgramServicesAmt |
| Management And General | $7,203,109 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,322 | TotalAmt |
| Program Services | $718,941 | ProgramServicesAmt |
| Management And General | $220,381 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,612,710 | TotalAmt |
| Program Services | $2,622,010 | ProgramServicesAmt |
| Management And General | $990,700 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,325,172 | TotalAmt |
| Program Services | $1,818,491 | ProgramServicesAmt |
| Management And General | $506,681 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,323 | TotalAmt |
| Management And General | $360,323 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,442 | TotalAmt |
| Management And General | $970,442 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,981 | TotalAmt |
| Management And General | $31,981 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,201,878 | TotalAmt |
| Program Services | $35,303,516 | ProgramServicesAmt |
| Management And General | $8,898,362 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,727,550 | TotalAmt |
| Program Services | $1,727,550 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,913,367 | TotalAmt |
| Program Services | $3,201,016 | ProgramServicesAmt |
| Management And General | $712,351 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,758,870 | TotalAmt |
| Program Services | $6,620,251 | ProgramServicesAmt |
| Management And General | $138,619 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,720 | TotalAmt |
| Program Services | $642,720 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,011 | TotalAmt |
| Program Services | $427,210 | ProgramServicesAmt |
| Management And General | $74,801 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,324 | TotalAmt |
| Program Services | $62,155 | ProgramServicesAmt |
| Management And General | $14,169 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,341 | TotalAmt |
| Program Services | $509,341 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,772 | TotalAmt |
| Program Services | $52,772 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Medical Other prof serv | $353,996,415 | $353,996,415 |
| Medical benefits | $164,185,705 | $164,185,705 |
| Prescription drugs | $89,520,889 | $89,520,889 |
| Agg write-ins other med | $32,360,516 | $32,360,516 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,420,128 | TotalAmt |
| Program Services | $15,427,788 | ProgramServicesAmt |
| Management And General | $7,992,340 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,936,629 | TotalAmt |
| Program Services | $737,739,261 | ProgramServicesAmt |
| Management And General | $29,197,368 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,888,784 | BOYAmt |
| EOY | $37,723,849 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,741,597 | BOYAmt |
| EOY | $94,205,290 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $60,000,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,201,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,098,493 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,612,577 | BOYAmt |
| EOY | $16,103,235 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,753,854 | BOYAmt |
| EOY | $51,203,683 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,998,428 | BOYAmt |
| EOY | $10,284,453 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,879 | BOYAmt |
| EOY | $1,275,121 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,498,119 | BOYAmt |
| EOY | $270,795,631 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,974,831 | BOYAmt |
| EOY | $42,748,903 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,174,972 | BOYAmt |
| EOY | $130,967,239 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,149,803 | BOYAmt |
| EOY | $173,716,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,348,316 | BOYAmt |
| EOY | $97,079,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,348,316 | BOYAmt |
| EOY | $97,079,489 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,498,119 | BOYAmt |
| EOY | $270,795,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,774,718 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $597,674 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,358,781 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,681,496 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,681,496 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,520,232 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $3,098,493 | DepreciationAmt |
| Book Value | $14,421,739 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,103,235 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Unearned premiums | $5,186,906 |
| Claims payable | $79,657,088 |
| Accounts held for others | $23,516,804 |
| CMS part B reserve | $19,690,766 |
| Premium deficiancy reserve | $2,915,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $130,967,239 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $670,129,923 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,709 | OtherRevenueAmt |
| Revenue Not Reported | $1,709 | RevenueNotReportedAmt |
| Revenue Subtotal | $670,128,214 | RevenueSubtotalAmt |
| Other Revenues Not Included | $106,583,133 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $106,583,133 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $776,711,347 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $729,228,812 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$37,709,528 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$37,709,528 | ExpensesNotReportedAmt |
| Expenses Subtotal | $766,938,340 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$1,711 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,711 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $766,936,629 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d - Other Adjustments: | Supply rebates 1,709. |
| Part XI, Line 4b - Other Adjustments: | Investment 925,546. Gain on sale 1,172,139. Contribution 201,000,000. Administrative service fee 35,693,726. Affiliate income -132,208,277. Rounding -1. |
| Part XII, Line 2d - Other Adjustments: | Self-insurance liability reserve 81,883. Investment -925,546. Gain on sale -1,172,139. Administrative service fee -35,693,726. |
| Part XII, Line 4b - Other Adjustments: | Supply rebates -1,709. Rounding -2. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert A Probe MD | ||||||||||||||
| Trustee/Vice Chair | $0 | $768,706 | $0 | $469,692 | $0 | $24,348 | $0 | $138,833 | $0 | $28,717 | $0 | $1,430,296 | $0 | $0 |
| Marinan Williams | ||||||||||||||
| Interim President/CEO/COO | $167,554 | $0 | $415,526 | $0 | $4,041 | $0 | $47,983 | $0 | $4,438 | $0 | $639,542 | $0 | $0 | $0 |
| Stephen Bush | ||||||||||||||
| VP Finance/CFO | $290,507 | $0 | $168,136 | $0 | $2,561 | $0 | $48,135 | $0 | $21,344 | $0 | $530,683 | $0 | $0 | $0 |
| Jeffrey Ingrum | ||||||||||||||
| President/CEO | $370,506 | $0 | $69,361 | $0 | $45,019 | $0 | $53,720 | $0 | $13,822 | $0 | $552,428 | $0 | $0 | $0 |
| Mary Davis MD | ||||||||||||||
| Medical Director/CMO | $0 | $119,083 | $0 | $45,000 | $0 | $30,876 | $0 | $0 | $0 | $4,120 | $0 | $199,079 | $0 | $0 |
| John Chaddick | ||||||||||||||
| VP Pharmacy | $203,264 | $0 | $55,024 | $0 | $2,795 | $0 | $10,551 | $0 | $17,169 | $0 | $288,803 | $0 | $0 | $0 |
| Maria Lima-Leite | ||||||||||||||
| VP Medical Delivery Strategy | $257,720 | $0 | $71,064 | $0 | $1,564 | $0 | $13,250 | $0 | $27,419 | $0 | $371,017 | $0 | $0 | $0 |
| Michael Hawkins MD | ||||||||||||||
| Medical Director | $311,003 | $0 | $69,287 | $0 | $2,770 | $0 | $13,250 | $0 | $23,563 | $0 | $419,873 | $0 | $0 | $0 |
| David W Dickson | ||||||||||||||
| VP Actuarial Svcs | $269,628 | $0 | $71,456 | $0 | $2,779 | $0 | $13,250 | $0 | $15,889 | $0 | $373,002 | $0 | $0 | $0 |
| David R Krauss MD | ||||||||||||||
| Medical Director | $255,954 | $0 | $29,208 | $0 | $3,401 | $0 | $12,787 | $0 | $1,591 | $0 | $302,941 | $0 | $0 | $0 |
| Andrejs Avots-Avotins MD | ||||||||||||||
| Former Officer | $0 | $428,558 | $0 | $136,107 | $0 | $11,140 | $0 | $67,857 | $0 | $16,989 | $0 | $660,651 | $0 | $0 |
| Robert W Pryor MD | ||||||||||||||
| Former Officer | $0 | $101,398 | $0 | $290,983 | $0 | $2,282,560 | $0 | $20,037 | $0 | $1,199 | $0 | $2,696,177 | $0 | $0 |
| Kenneth J Phenow MD | ||||||||||||||
| Former Key Employee | $0 | $0 | $0 | $0 | $0 | $125,000 | $0 | $0 | $0 | $0 | $0 | $125,000 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Tax indemnification and gross up payments - The organization provides tax indemnification where the Baylor Scott & White Holdings CEO, CFO or COO determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Seven 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. One of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year The organization provides temporary housing to eligible employees under the organization's moving and relocation reimbursement policy. All temporary housing provided to any employee is 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, known as the Annual Incentive Plan, 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, work directly with an independent compensation expert(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and 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 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 | Kenneth J. Phenow, M.D. and Robert W. Pryor, M.D. received severance payments in the amount of $125,000 and $2,279,288. 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: Andrejs Avots-Avotins, M.D., David R. Krauss, M.D., Jeffrey Ingrum, Marinan Williams, Mary Davis, M.D. ($12,886), Robert A. Probe, M.D., Robert W. Pryor, M.D., Scott Nicklebur, M.D. and Stephen Bush. |
| Part I, Line 7 | The organization has adopted and implemented BSW Holdings', the organization's ultimate parent, Annual Incentive Program to provide a market competitive total cash compensation incentive program that is designed to attract and retain key leaders and establish greater individual accountability and alignment to business performance. Payout targets are based upon a percentage of base pay and are developed by independent third party expert(s) using comparable market competitive data within the bounds of reasonableness and that are reviewed and approved by BSW Holdings' governing body. Payout levels are based upon a combination of system, entity, and individual performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Holdings' governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Donald Grobowsky and Louis Casey, Jr. are both directors at First State Bank. |
| Form 990, Part VI, Section A, line 6 | Members or stockholders: The organization is a Texas nonprofit organization in which Baylor Scott & White Holdings (BSW Holdings), a tax exempt, Texas nonprofit corporation, is the sole member. |
| Form 990, Part VI, Section A, line 7a | Election of members of governing body by members, stockholders, or other persons: BSW Holdings, a tax exempt, Texas nonprofit corporation is the 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 11b | Process used to review the Form 990: The Form 990 is prepared and reviewed by the BSWH tax department. During the return preparation process the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance to prepare a complete and accurate return. Upon completion, the Form 990 is reviewed by the organization's President, financial officer and/or other key officers. A complete final copy of the return is provided to the organization's governing body prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with an actual or perceived ability to influence the organization have the duty to disclose annually and otherwise promptly as potential conflicts are identified, any familial, professional or financial relationships with entities or individuals that do, or seek to do business with the organization or that compete with the organization. These individuals include the organization's officers, governing body, management, physicians with administrative services agreements 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's financial statements are made available through NAIC (National Association of Insurance Commissioners) and the Texas Department of Insurance upon request. The organization's other governing documents and conflicts of interest policy are not made available to the public. |
| Form 990, Part VII, Hours Devoted to Related Organizations: | Mary Davis, M.D. transferred from a related organization during the tax year. She devoted an average of 40 hours per week to the organizations before and after the transfer. |
| Form 990, Part XI, line 9: | Self Insurance Liability Reserve -81,883. Changes in Unassigned Surplus -3,274,021. Aggregate write-ins 6,714,685. |
| Supplemental Information: IRC Section 6038 Statement: | Disclosure Statement Related to Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer: In accordance with IRC Section 6038 and the constructive ownership rules of IRC Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, with respect to certain controlled foreign corporations (CFCs) including Baylor Scott & White Assurance SPC. These filing requirements are or will be satisfied through the filing of Forms 5471 for this CFCs by the U.S. taxpayer identified below who has the same filing requirement. Taxpayer Name: Baylor University Medical Center Taxpayer Address: 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 (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | 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 12b, II | Baylor Scott & White Holdings | Yes (1) | |
| Baylor Health Care System Employee Benefit Trust | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751848557 | VEBA | TX | 501(c)(9) | Baylor Health Care System | Yes (1) | ||
| Baylor Health Care System Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751606705 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor Health Care System | Yes (1) | |
| Baylor Health Services | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751917311 | Inactive | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Institute for Rehabilitation at Gaston Episcopal 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 Medical Centers at Garland and McKinney | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037591 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | 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 12b, 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 12b, 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 12a, I | Hillcrest Baptist Medical Center | Yes (1) | |
| Hillcrest Physician Services | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742967081 | Physician Services | TX | 501(c)(3) | Line 12a, I | Hillcrest Baptist Medical Center | Yes (1) | |
| Irving Healthcare Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751570933 | Fundraising | TX | 501(c)(3) | Line 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 10 | Scott & White Healthcare | Yes (1) | |
| Scott & White Continuing Care Hospital | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 202850920 | Long Term Acute Care Hospital | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | Yes (1) | |
| Scott & White EMS Inc | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 753242749 | Emergency Transport | TX | 501(c)(3) | Line 10 | Scott & White Memorial Hospital | Yes (1) | |
| Scott & White Foundation-Brenham | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742460815 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Hospital-Brenham | Yes (1) | |
| Scott & White Healthcare | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 264532547 | Management Services | TX | 501(c)(3) | Line 12b, II | Baylor Scott & White Holdings | Yes (1) | |
| Scott & White Healthcare Foundation | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273513154 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Healthcare | Yes (1) | |
| Scott & White Hospital-Brenham | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742519752 | 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 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 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 12a, I | Baylor University Medical Center | Yes (1) | |
| Century Integrated Partners Inc | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 810872075 | Physician Services/Emergency Care | TX | Exemption Pending | 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) | ||
| Scott & White Care Plans | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 822794853 | HMO | TX | Exemption Pending | Scott & White Health Plan | Yes (1) | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| 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 |
| BT Garland JV LLP | |||||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75202 | 475009342 | Acute Care Hospital | TX | N/A |
| BT East Dallas JV LLP | |||||||
| 1445 Ross Avenue Suite 1400 | Dallas | TX | 75202 | 475119983 | Acute Care Hospital | 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 |
| Lake Pointe Operating | |||||||
| 1445 Ross Avenue Suite 1400 | Dallas | TX | 75202 | 260194016 | Acute Care Hospital | TX | N/A |
| Lake Pointe Partners Ltd | |||||||
| 1445 Ross Avenue Suite 1400 | Dallas | TX | 75202 | 752713337 | Holding Company | TX | N/A |
| Tenet Frisco Ltd | |||||||
| 1445 Ross Avenue Suite 1400 | Dallas | TX | 75202 | 460477873 | Acute Care Hospital | TX | N/A |
| Blue Stone JV LLP | |||||||
| 1431 Perrone Way | Franklin | TX | 37069 | 474798129 | Imaging Centers | TX | N/A |
| Baylor Surgicare at Baylor Plano LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 813127185 | Ambulatory Surgery Center | TX | N/A |
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 | Health Care Consulting Services | TX | N/A | C | Yes (1) | |||||||
| Baylor Med Ctr at Grapevine Condo Owners Association Inc | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752747555 | Condo Association | TX | N/A | C | Yes (1) | |||||||
| Baylor Quality Health Care Alliance LLC | ||||||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 454015863 | ACO | TX | N/A | C | Yes (1) | |||||||
| 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 Remainder Trust (64) | ||||||||||||||||
| Investment | TX | N/A | T | Yes (1) | ||||||||||||
| Charitable Lead Trust (2) | ||||||||||||||||
| 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) | -$107,371,641 | $155,057,463 | 1.00000 | ||||
| Baylor Scott & White Assurance | ||||||||||||||||
| 980589956 | Investment | N/A | C | Yes (1) | 23 Lime Tree Bay | Grand Cayman | CJ | CJ | ||||||||
| 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 | 0 | |||||||
| TRMC Holdings LLC | ||||||||||||||||
| 1445 Ross Ave Suite 1400 | Dallas | TX | 75202 | 465634785 | Holding Company | TX | N/A | C | 0 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (52 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BAYLOR SCOTT & WHITE HOLDINGS | ||
| C | $201,000,000 | CASH |
| BAYLOR SCOTT & WHITE HEALTH | ||
| M | $4,638,151 | GENERAL LEDGER |
| BAYLOR SCOTT & WHITE HEALTH | ||
| P | $1,575,471 | GENERAL LEDGER |
| BAYLOR SCOTT & WHITE HEALTH | ||
| R | $81,883 | GENERAL LEDGER |
| INSURANCE COMPANY OF SCOTT & WHITE | ||
| L | $21,726,098 | GENERAL LEDGER |
| SCOTT & WHITE MEMORIAL HOSPITAL | ||
| M | $122,656,228 | FMV |
| SCOTT & WHITE CLINIC | ||
| M | $50,849,827 | FMV |
| SCOTT & WHITE HOSPITAL - ROUND ROCK | ||
| M | $24,923,513 | FMV |
| HILLCREST BAPTIST MEDICAL CENTER | ||
| M | $25,988,524 | FMV |
| SCOTT & WHITE HOSPITAL - COLLEGE STATION | ||
| M | $20,150,412 | FMV |
| BAYLOR UNIVERSITY MEDICAL CENTER | ||
| M | $7,255,449 | FMV |
| SCOTT & WHITE HOSPITAL - TAYLOR | ||
| M | $2,472,252 | FMV |
| SCOTT & WHITE HOSPITAL - LLANO | ||
| M | $1,754,814 | FMV |
| BAYLOR ALL SAINTS MEDICAL CENTER | ||
| M | $1,683,557 | FMV |
| HILLCREST FAMILY HEALTH CENTER | ||
| M | $1,732,655 | FMV |
| HEALTH TEXAS PROVIDER NETWORK | ||
| M | $1,697,790 | FMV |
| HILLCREST PHYSICIAN SERVICES | ||
| M | $1,495,475 | FMV |
| SCOTT & WHITE CONTINUING CARE HOSPITAL | ||
| M | $1,131,386 | FMV |
| BAYLOR MEDICAL CENTER AT IRVING | ||
| M | $290,570 | FMV |
| SCOTT & WHITE HOSPITAL - BRENHAM | ||
| M | $1,708,832 | FMV |
| BAYLOR MEDICAL CENTER AT GARLAND AND MCKINNEY | ||
| M | $1,081,784 | CASH |
| BIR JV LLP | ||
| M | $1,152,666 | FMV |
| BAYLOR REGIONAL MEDICAL CENTER AT GRAPEVINE | ||
| M | $978,349 | FMV |
| BAYLOR HEART VASCULAR CENTER LLP | ||
| M | $703,847 | FMV |
| BTDI JV LLP | ||
| M | $533,358 | FMV |
| FRISCO MEDICAL CENTER LLP | ||
| M | $621,921 | FMV |
| SCOTT & WHITE HOSPITAL - MARBLE FALLS | ||
| M | $3,388,464 | FMV |
| IRVING COPPELL SURGICAL HOSPITAL LLP | ||
| M | $336,336 | FMV |
| MSH PARTNERS LLP | ||
| M | $499,725 | FMV |
| FT WORTH SURGICARE PARTNERS LTD | ||
| M | $357,307 | FMV |
| SCOTT & WHITE EMS INC | ||
| M | $423,260 | FMV |
| BAYLOR MEDICAL CENTER AT CARROLLTON | ||
| M | $162,380 | FMV |
| TEXAS HEART HOSPITAL OF THE SOUTHWEST LLP | ||
| M | $1,183,349 | FMV |
| TROPHY CLUB MEDICAL CENTER LLP | ||
| M | $115,363 | FMV |
| NORTH CENTRAL SURGICAL CENTER LLP | ||
| M | $183,234 | FMV |
| ARLINGTON ORTHOpedic & SPINE HOSPITAL LLC | ||
| M | $161,747 | FMV |
| PHYSICIANS SURGICAL CENTER OF FT WORTH LLP | ||
| M | $76,134 | FMV |
| BAYLOR HEALTH ENTERPRISES LP | ||
| M | $31,879 | FMV |
| Baylor Emergency Medical Center at Burleson | ||
| M | $90,145 | FMV |
| Baylor Health Care System Employee Benefit Trust | ||
| L | $14,481,819 | FMV |
| Baylor Health Care System Employee Benefit Trust | ||
| R | $2,987,652 | GENERAL LEDGER |
| Baylor Medical Center at Waxahachie | ||
| M | $1,092,286 | FMV |
| Baylor Regional Medical Center at Plano | ||
| M | $1,153,792 | FMV |
| Baylor Scott & White Holdings | ||
| E | $60,000,000 | CASH |
| Texas Regional Medical Center LLC | ||
| M | $280,008 | FMV |
| GlobalRehab-Fort Worth LP | ||
| M | $192,651 | FMV |
| BT East Dallas JV LLP | ||
| M | $131,617 | FMV |
| Century Integrated Partners Inc | ||
| M | $1,327,949 | FMV |
| CR Emergency Room LLC | ||
| M | $69,451 | FMV |
| Insurance Company of Scott & White | ||
| B | $135,500,000 | CASH |
| Insurance Company of Scott & White | ||
| D | $60,000,000 | CASH |
| ESWCT LLC - Cedar Park | ||
| M | $152,479 | FMV |