BAYLOR HEALTH CARE SYSTEM FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAYLOR HEALTH CARE SYSTEM FOUNDATION (EIN 75-1606705)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201501349349304830
- Schema version
- 2013v4.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T13:29:02-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751606705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Health Care System Foundation | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752013005 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rowland Robinson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2148204135 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rowland Robinson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 Gaston Ave Ste 100 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $144,381,787 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.BaylorHealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Provides philanthropic support services to help Baylor Health Care System achieve its mission of serving all people with exemplary health care, medical education, medical research, and community service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,312,208 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,378,058 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,869 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,694 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,842,580 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,936,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$481,024 | PYOtherRevenueAmt |
| CY Other Revenue | -$373,473 | CYOtherRevenueAmt |
| PY Total Revenue | $53,682,633 | PYTotalRevenueAmt |
| CY Total Revenue | $59,963,415 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $32,797,037 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,101,005 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,917,367 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,075,347 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,559,271 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,337,199 | PYOtherExpensesAmt |
| CY Other Expenses | $4,827,396 | CYOtherExpensesAmt |
| PY Total Expenses | $41,051,603 | PYTotalExpensesAmt |
| CY Total Expenses | $43,003,748 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,631,030 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,959,667 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $362,740,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $404,238,345 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,148,898 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,758,009 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $353,591,169 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $395,480,336 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To foster and support the activities and purposes of Baylor Health Care System to encourage broad-based public support of the health care system and its affiliated institutions, and to advance the medical objectives, including sponsorship of specific projects and programs, as recommended by the health care system and its affiliate institutions, to promote patient care, research and educational and training programs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,264,848 | ExpenseAmt |
| Grant | $34,101,005 | GrantAmt |
| Revenue | $22,694 | RevenueAmt |
| Desc | See Schedule OBaylor Health Care System Foundation (Foundation) provides philanthropic services to help its sole member, Baylor Health Care System (BHCS) and its related non-profit entities (collectively referred as Baylor) achieve their mission of serving all people through exemplary health care, education, research and community service. With the support of the community, Baylor continues to achieve new levels of excellence, dramatically improving the lives of patients and the well-being of our community for generations to come. Since 1978, the Foundation has raised money through a variety of campaigns and fundraising events, all geared toward certain areas of need such as cancer care, heart and vascular, medical education, palliative care, nursing, neuroscience and other areas. Each event is designed to reach out to the community, educating citizens on various health issues, the Baylor mission, and actions that are essential for providing quality healthcare for the North Texas area. Medical education is a crucial part of Baylor's mission. During a residency, a physician trains in a particular medical specialty, developing clinical skills and professional competencies and taking on increasing responsibility for patient care. As one of the nation's largest private teaching hospitals, Baylor University Medical Center at Dallas (BUMC) annually trains 217 residents and fellows in nine specialties and 13 subspecialties. Another 18 physicians participate in the family practice residency program at Baylor Medical Center at Garland.Heart and Vascular-BHCS is among a small number of institutions that practice an integrated approach to cardiovascular care, with the ability to practice excellent medicine, study medicine from a practical and intellectual perspective and oversee the delivery of health care.Neuroscience-The Baylor Neuroscience Center is recognized for excellence in the diagnosis and treatment of neurological disorders. Neuroscience encompasses the study of the nervous system, including the brain, spinal cord, motor system and networks of sensory and motor nerves throughout the body. The center provides a full range of neuroscience-related services and is focused on quality patient care, research and education.Cancer Care-BHCS has offered comprehensive cancer care services for more than 30 years, and in that time, has treated more than 100,000 patients. Baylor T. Boone Pickens Cancer Hospital and Baylor Charles A. Sammons Cancer Center, now the only dedicated cancer hospital and the largest outpatient cancer center in North Texas, provide advanced cancer care to meet the need for access to clinical trials, advanced prevention screening, diagnosis and treatment of cancer for patients across North Texas and beyond. The new inpatient and outpatient facilities mark the completion of a $350-million, four-year project for Baylor Dallas. These BHCS cancer facilities are fully integrated and share many of the same support services to make the transition from inpatient to outpatient services seamless. | Desc |
| Total Program Service Expenses | $36,264,848 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| 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 | Yes (1) | 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Martin | PersonNm |
| Phone | 2148202677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 Gaston Avenue | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75246 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Erle Nye | |||||||||
| Director | 1.00 | Yes (X) | $0 | $1,456 | $0 | ||||
| Joel Allison | |||||||||
| Director | 1.00 | Yes (X) | $0 | $2,828,659 | $194,951 | 40.00 | |||
| Rowland Robinson | |||||||||
| President/Director | 40.00 | Yes (X) | $676,444 | $0 | $130,447 | Yes (X) | |||
| William Boyd | |||||||||
| Director | 1.00 | Yes (X) | $0 | $1,131,925 | $237,251 | 40.00 | |||
| Amy Martin | |||||||||
| VP Finance/CFO | 40.00 | $242,962 | $0 | $9,741 | Yes (X) | ||||
| Clare Graca | |||||||||
| VP Foundation Administrati | 40.00 | $169,344 | $0 | $20,601 | Yes (X) | ||||
| Cynthia Krause | |||||||||
| VP Gift Planning | 40.00 | $190,339 | $0 | $27,579 | Yes (X) | ||||
| David Burgher | |||||||||
| Foundation Manager | 40.00 | $121,153 | $0 | $22,218 | Yes (X) | ||||
| Timothy Moore | |||||||||
| Foundation Director | 40.00 | $121,911 | $0 | $23,444 | Yes (X) | ||||
| Maria Kalman | |||||||||
| Foundation Director | 40.00 | $119,795 | $0 | $22,624 | Yes (X) | ||||
| Jennifer Massey | |||||||||
| Foundation Director | 40.00 | $108,468 | $0 | $32,689 | Yes (X) | ||||
| Elizabeth Denton | |||||||||
| Foundation Director | 40.00 | $130,359 | $0 | $17,427 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,880,775 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,962,040 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $738,972 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Corporate Magic Inc | |||||
| 1925 Cedar Springs Suite 206 | Dallas | TX | 75201 | Creative Services | $430,205 |
| Revel United LLC | |||||
| 3303 Lee Parkway Suite 102 | Dallas | TX | 75219 | Consulting Services | $186,238 |
| Quad Williamson LLC | |||||
| 6700 Denton Drive | Dallas | TX | 75235 | Printing Services | $132,773 |
| Planet Productions Inc | |||||
| 10555 Newkirk St Suite 540 | Dallas | TX | 75220 | Production Services | $128,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,253,975 | FundraisingAmt |
| Related Organizations | $5,711,905 | RelatedOrganizationsAmt |
| All Other Contributions | $26,412,178 | AllOtherContributionsAmt |
| Noncash Contributions | $356,365 | NoncashContributionsAmt |
| Total Contributions | $33,378,058 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc. Operating Revenu | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,694 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,694 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,694 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,827,047 | TotalRevenueColumnAmt |
| Exclusion | $9,827,047 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111 | TotalRevenueColumnAmt |
| Exclusion | $111 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,055,557 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,946,468 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,109,089 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,109,089 | TotalRevenueColumnAmt |
| Exclusion | $17,109,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $98,320 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,253,975 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $471,904 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$373,584 | TotalRevenueColumnAmt |
| Exclusion | -$373,584 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,963,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,694 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,562,663 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,101,005 | TotalAmt |
| Program Services | $34,101,005 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,565,132 | TotalAmt |
| Program Services | $417,910 | ProgramServicesAmt |
| Management And General | $355,640 | ManagementAndGeneralAmt |
| Fundraising | $791,582 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,113,436 | TotalAmt |
| Program Services | $736,778 | ProgramServicesAmt |
| Management And General | $706,872 | ManagementAndGeneralAmt |
| Fundraising | $669,786 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,853 | TotalAmt |
| Program Services | $20,168 | ProgramServicesAmt |
| Management And General | $19,350 | ManagementAndGeneralAmt |
| Fundraising | $18,335 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,760 | TotalAmt |
| Program Services | $74,172 | ProgramServicesAmt |
| Management And General | $71,161 | ManagementAndGeneralAmt |
| Fundraising | $67,427 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,166 | TotalAmt |
| Program Services | $43,984 | ProgramServicesAmt |
| Management And General | $42,198 | ManagementAndGeneralAmt |
| Fundraising | $39,984 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,895 | TotalAmt |
| Management And General | $1,895 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,620 | TotalAmt |
| Management And General | $61,620 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,711,266 | TotalAmt |
| Program Services | $218,990 | ProgramServicesAmt |
| Management And General | $2,293,197 | ManagementAndGeneralAmt |
| Fundraising | $199,079 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,403 | TotalAmt |
| Fundraising | $37,403 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,673 | TotalAmt |
| Program Services | $131,315 | ProgramServicesAmt |
| Management And General | $125,984 | ManagementAndGeneralAmt |
| Fundraising | $119,374 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,742 | TotalAmt |
| Program Services | $156,788 | ProgramServicesAmt |
| Management And General | $150,423 | ManagementAndGeneralAmt |
| Fundraising | $142,531 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,230 | TotalAmt |
| Program Services | $125,234 | ProgramServicesAmt |
| Management And General | $120,150 | ManagementAndGeneralAmt |
| Fundraising | $113,846 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,809 | TotalAmt |
| Program Services | $28,868 | ProgramServicesAmt |
| Management And General | $27,697 | ManagementAndGeneralAmt |
| Fundraising | $26,244 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,483 | TotalAmt |
| Program Services | $16,554 | ProgramServicesAmt |
| Management And General | $15,881 | ManagementAndGeneralAmt |
| Fundraising | $15,048 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,479 | TotalAmt |
| Program Services | $50,716 | ProgramServicesAmt |
| Management And General | $48,658 | ManagementAndGeneralAmt |
| Fundraising | $46,105 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,307 | TotalAmt |
| Management And General | $2,307 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Non-Medical Supplies | $357,976 | $124,796 | $119,731 | $113,449 |
| Special Functions | $98,627 | $98,627 | ||
| Donor Relations | $34,972 | $34,972 | ||
| Meals & Entertainment | $17,597 | $6,134 | $5,886 | $5,577 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,317 | TotalAmt |
| Program Services | $11,436 | ProgramServicesAmt |
| Management And General | $10,979 | ManagementAndGeneralAmt |
| Fundraising | $19,902 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,003,748 | TotalAmt |
| Program Services | $36,264,848 | ProgramServicesAmt |
| Management And General | $4,179,629 | ManagementAndGeneralAmt |
| Fundraising | $2,559,271 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,397,548 | BOYAmt |
| EOY | $19,777,395 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,674,996 | BOYAmt |
| EOY | $18,573,912 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,899 | BOYAmt |
| EOY | $722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,095,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,322,897 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,501 | BOYAmt |
| EOY | $773,060 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,564,837 | BOYAmt |
| EOY | $288,399,592 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,355,193 | BOYAmt |
| EOY | $57,545,172 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,215,093 | BOYAmt |
| EOY | $19,168,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,740,067 | BOYAmt |
| EOY | $404,238,345 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,335,233 | BOYAmt |
| EOY | $2,940,572 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,813,665 | BOYAmt |
| EOY | $5,817,437 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,148,898 | BOYAmt |
| EOY | $8,758,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,262,927 | BOYAmt |
| EOY | $57,025,842 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,301,527 | BOYAmt |
| EOY | $176,806,955 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,026,715 | BOYAmt |
| EOY | $161,647,539 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,591,169 | BOYAmt |
| EOY | $395,480,336 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,740,067 | BOYAmt |
| EOY | $404,238,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,959,667 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,653,934 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,724,434 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,644,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,537,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,003,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,312,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,378,058 | CurrentTaxYearAmt |
| Total | $141,875,173 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,644,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,537,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,003,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,312,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,378,058 | CurrentTaxYearAmt |
| Total | $141,875,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,266,237 | SubstantialContributorsTotAmt |
| Public Support Total170 | $132,608,936 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,182,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,057,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,154,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,213,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,827,158 | CurrentTaxYearAmt |
| Total | $49,435,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $191,310,927 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $764,623 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $203,191,020 | BeginningYearBalanceAmt |
| Contributions | $5,749,140 | ContributionsAmt |
| Investment Earnings Or Losses | $34,587,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,100,429 | OtherExpendituresAmt |
| End Year Balance | $234,426,821 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $189,730,447 | BeginningYearBalanceAmt |
| Contributions | $854,599 | ContributionsAmt |
| Investment Earnings Or Losses | $23,902,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,296,030 | OtherExpendituresAmt |
| End Year Balance | $203,191,020 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,957,676 | BeginningYearBalanceAmt |
| Contributions | $2,454,469 | ContributionsAmt |
| Investment Earnings Or Losses | $5,807,495 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,489,193 | OtherExpendituresAmt |
| End Year Balance | $189,730,447 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,385,062 | BeginningYearBalanceAmt |
| Contributions | $24,015,861 | ContributionsAmt |
| Investment Earnings Or Losses | $25,538,945 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,982,192 | OtherExpendituresAmt |
| End Year Balance | $187,957,676 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,432,481 | BeginningYearBalanceAmt |
| Contributions | $18,002,631 | ContributionsAmt |
| Investment Earnings Or Losses | $11,104,626 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,154,676 | OtherExpendituresAmt |
| End Year Balance | $144,385,062 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $221,343 | InvestmentCostOrOtherBasisAmt |
| Book Value | $221,343 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,189,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $854,111 | DepreciationAmt |
| Book Value | $335,803 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $684,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $468,786 | DepreciationAmt |
| Book Value | $215,914 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $773,060 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Group Investment Fund | $43,809,830 | F |
| Group Mortgage Fund | $628,218 | F |
| Group Bond Fund | $2,741,484 | F |
| Group Equity Fund | $6,155,135 | F |
| Real Estate Oil and Gas Interest | $94,630 | C |
| Other Funds | $4,115,875 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $57,545,172 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $5,563,649 |
| Life Insurance Premium Liability | $253,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,817,437 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $115,274,319 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,653,934 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $325,296 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $33,349,290 | OtherRevenueAmt |
| Revenue Not Reported | $60,328,520 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,945,799 | RevenueSubtotalAmt |
| Other Revenues Not Included | $5,017,616 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,017,616 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $59,963,415 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,800,948 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $325,296 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $471,904 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $797,200 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,003,748 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,003,748 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Description of use of endowment funds The Baylor Health Care System Foundation endowments provide support for the activities and purposes of Baylor Health Care System and its affiliated entities (collectively, "BHCS"). They enable BHCS to advance its medical objectives and mission, including sponsorship of patient care, research, and educational and training programs. |
| Part X, Line 2: | The Foundation follows the provisions of ASC 740 "Income Taxes." As of June 30, 2014, the Foundation had no material gross unrecognized tax benefits. |
| Part XI, Line 2d - Other Adjustments: | Special Event Expenses 471,904. Net Assets Released from Restrictions 32,877,386. |
| Part XI, Line 4b - Other Adjustments: | Contributions Recorded in Transfers Between Entities Under Common Control 5,017,616. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 471,904. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Fundraising Lunch | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,063,648 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,021,618 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $42,030 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $12,556 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $46,988 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $30,329 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $50,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $183,212 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Golf Tournament | NameOfEvent2Amt |
| Gross Receipts Event2 | $288,647 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $232,357 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $56,290 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $20,145 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $67,510 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $13,315 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $42,849 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,352,295 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,253,975 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $98,320 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $32,701 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $114,498 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,644 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $55,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $226,061 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $471,904 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$373,584 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| Baylor University Medical Center | |||||||||
| 3500 Gaston Avenue | Dallas | TX | 75246 | 751837454 | 501(c)(3) | $14,878,267 | N/A | N/A | Patient Care, Education, Medical Research, Community Service, Capital |
| Baylor Specialty Health Centers | |||||||||
| 3301 Gaston Avenue | Dallas | TX | 75204 | 751765385 | 501(c)(3) | $824,627 | N/A | N/A | Patient Care, Education |
| Baylor Medical Center at Irving | |||||||||
| 1901 N MacArthur | Irving | TX | 75061 | 752586857 | 501(c)(3) | $117,487 | N/A | N/A | Patient Care, Education |
| Baylor Medical Center at Waxahachie | |||||||||
| 1405 West Jefferson | Waxahachie | TX | 75165 | 751844139 | 501(c)(3) | $429,101 | N/A | N/A | Patient Care, Education |
| Baylor Regional Medical Center at Grapevine | |||||||||
| 1650 W College | Grapevine | TX | 76051 | 751777119 | 501(c)(3) | $365,907 | FMV | Land | Patient Care, Education |
| Baylor Regional Medical Center at Plano | |||||||||
| 4700 Alliance Blvd | Plano | TX | 75093 | 820551704 | 501(c)(3) | $207,768 | N/A | N/A | Patient Care, Education |
| Baylor Research Institute | |||||||||
| 3310 Live Oak Ste 501 | Dallas | TX | 75204 | 751921898 | 501(c)(3) | $10,091,835 | N/A | N/A | Medical Research, Equipment |
| Baylor Health Care System | |||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751812652 | 501(c)(3) | $5,038,533 | N/A | N/A | Education, Employee Assistance |
| Southern Sector Health Initiative | |||||||||
| 4500 Spring Ave | Dallas | TX | 75210 | 263087442 | 501(c)(3) | $433,969 | N/A | N/A | Community Service |
| Baylor Medical Centers at Garland and McKinney | |||||||||
| 2300 Marie Curie Blvd | Garland | TX | 75042 | 751037591 | 501(c)(3) | $1,371,160 | N/A | N/A | Patient Care, Education, Capital |
| Baylor All Saints Medical Center | |||||||||
| 1400 Eighth Ave | Fort Worth | TX | 76104 | 751008430 | 501(c)(3) | $22,592 | N/A | N/A | Patient Care, Education |
| HealthTexas Provider Network | |||||||||
| 8080 N Central Exp Suite 1700 | Dallas | TX | 75206 | 752536818 | 501(c)(3) | $319,759 | N/A | N/A | Patient Care, Education |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | 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) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joel Allison | ||||||||||||||
| Director | $0 | $1,073,317 | $0 | $871,329 | $0 | $884,013 | $0 | $172,790 | $0 | $22,161 | $0 | $3,023,610 | $0 | $837,873 |
| Rowland Robinson | ||||||||||||||
| President/Director | $333,336 | $0 | $226,302 | $0 | $116,806 | $0 | $114,881 | $0 | $15,566 | $0 | $806,891 | $0 | $99,193 | $0 |
| William Boyd | ||||||||||||||
| Director | $0 | $582,787 | $0 | $298,107 | $0 | $251,031 | $0 | $215,925 | $0 | $21,326 | $0 | $1,369,176 | $0 | $225,260 |
| Amy Martin | ||||||||||||||
| VP Finance/CFO | $187,624 | $0 | $54,948 | $0 | $390 | $0 | $9,381 | $0 | $360 | $0 | $252,703 | $0 | $0 | $0 |
| Clare Graca | ||||||||||||||
| VP Foundation Administrati | $109,349 | $0 | $57,659 | $0 | $2,336 | $0 | $5,924 | $0 | $14,677 | $0 | $189,945 | $0 | $0 | $0 |
| Cynthia Krause | ||||||||||||||
| VP Gift Planning | $145,725 | $0 | $44,224 | $0 | $390 | $0 | $7,691 | $0 | $19,888 | $0 | $217,918 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | 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 person listed in the Form 990, Part VII, Section A, received this benefit during the tax year. |
| Part I, Line 1a | Health or social club dues or initiation fees-The organization may reimburse eligible employees for dues for a health club and/or a social club where there is a bona fide business need for the membership. For example, as part of the organization's promotion of health, the organization will cover a portion of any employees' fitness center club membership dues paid to an affiliated entity that owns and operates a fitness center. All employees are eligible for this benefit. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. Four of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. |
| Part I, Line 4b | In order to recruit and retain key talent, BHCS 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 BHCS' supplemental non qualified retirement plan during the tax year: Rowland Robinson ($42,403), Joel Allison ($348,083) and William Boyd ($105,152). Also, select certain officers, as designated by BHCS's 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 BHCS as well as align their compensation to the long term strategy of BHCS. 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 BHCS'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 BHCS's governing body for participants. Payouts are partially made in cash and the remainder vests over an additional two year period. The following individual(s) participated in and/or received payments (noted in parenthesis) from this plan during the tax year: Joel Allison ($489,790), Rowland Robinson ($117,969) and William Boyd ($245,151). |
| Part I, Line 7 | The organization has adopted and implemented BHCS's, the organization's sole member, Performance Award 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 BHCS's 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 financal stewardship. BHCS's 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. However, certain members receive compensation from a related organization in their capacity as an employee of the related organization. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,864 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of Donated Property | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $58,271 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of Donated Property | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $221,648 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg FMV on Date of Trans | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,415 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of Donated Property | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,385 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of Donated Property | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Giveaways | Desc |
| Contribution | 81 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,782 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of Donated Prop | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The Organization is reporting based on the number of contributions, not the number of items contributed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: As disclosed in Part VI, Line 4, Baylor Scott & White Holdings, appoints and removes the members of the governing body. |
| Form 990, Part VI, Section A, line 7b | Governing body decision subject to approval: Prior to October 1, 2013, all rights and powers were reserved to the sole member, Baylor Health Care System (BHCS), 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, the member's 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. Effective October 1, 2013, BHCS transferred control and its reserved powers over the organization to Baylor Scott & White Health, LLC and subsequently to Baylor Scott & White Holdings on March 1, 2014. |
| Form 990, Part VI, Section B, line 11 | Process used to review the Form 990: The Form 990 is prepared and reviewed by BSWH's 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 BHCS, 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 BHCS 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 Performance Award Program, 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 BHCS 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 BHCS 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 BHCS 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 BHCS 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. |
| 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 BHCS that are made available to the public by the posting of those documents through DAC Bond. The organization's other governing documents and conflicts of interest policy are not made available to the public. |
| Form 990, Part XI, line 9: | Change in Value of Split Interest Agreements -1,348,961. Bad Debt -375,473. |
| Part XII, Line 2c, Audit & Compliance Committee: | As a result of the changes in the governance structure described in Part VI, Line 4, the oversight and selection process of the organization's audit and compilation of its financial statements including the selection of the independent accountant was transferred to the Audit and Compliance Committee of Baylor Scott & White Health LLC effective October 1, 2013 and subsequently transferred to Baylor Scott & White Holdings on March 1, 2014. |
| Part I, Lines 3 & 4, & Part VI, Lines 1a and 1b: Number of Indep Bd Members | The majority of the members of the organization's governing body are employees of the organization or of BHCS, a related tax exempt organization. Therefore, the organization's governing body would not be deemed independent according to the definition of independence in the Form 990 instructions. However, BSW Holdings, as the organization's parent, appoints the members of the organization's governing body to fulfill the mission and charitable purpose of the organization. BSW Holdings' governing body is, and would be deemed independent under the said instructions, because it is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities to ensure it is meeting its charitable purpose. |
| Part VI, Line 4 Changes to Organizational Documents: | The organization did not make any changes to its governing documents during the tax year, however, effective October 1, 2013, Baylor Health Care System, a Texas nonprofit corporation (BHCS), and Scott & White Healthcare ("SWHC"), a Texas nonprofit corporation, consummated their affiliation pursuant to an Affiliation Agreement (the "Agreement") dated June 19, 2013. BHCS and SWHC formed Baylor Scott & White Holdings (BSW Holdings), a Texas nonprofit corporation. While the receipt of the Internal Revenue Service (IRS) tax-exempt and public charity determination letter for BSW Holdings was pending, BHCS and SWHC formed a Texas limited liability company, Baylor Scott & White Health LLC (BSW Holdings LLC). On December 31, 2013, BSW Holdings received a favorable determination letter from the IRS regarding their tax-exempt and public charity status. Effective March 1, 2014, BSW Holdings LLC was merged into BSW Holdings. BSW Holdings is now the sole member of BHCS and SWHC and has control and substantial reserved powers over all BHCS and SWHC material affiliates including the organization, as more fully described in the exemption application filed with the Internal Revenue Services for BSW Holdings. |
| 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 Scott & White Assurance Ltd and Health Care Insurance Company of Texas, Ltd. These filing requirements are or will be satisfied through the filing of Forms 5471 for these CFCs by other U.S. taxpayers identified below who have the same filing requirement. Taxpayer Name: Scott & White Memorial Hospital Taxpayer Address: 2401 S. 31st Street Temple, TX 76508 Taxpayer Identification Number of U.S. tax return with which the Forms 5471 were or will be filed: 74-1166904 IRS Service Center where U.S. tax return was or will be filed: Ogden Taxpayer Name: Baylor Health Care System 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: 75-1812652 IRS Service Center where U.S. tax return was or will be filed: Ogden |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (40 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | 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) | Line 9 | 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 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) | |
| Brenham Care Center | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742663229 | Inactive | TX | 501(c)(3) | Line 9 | Scott & White Hospital-Brenham | 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) | Scott & White Healthcare | Yes (1) | ||
| Scott & White Healthcare | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 264532547 | Management Services | TX | 501(c)(3) | Line 11a, I | 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) | Line 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) | |
| Scott & White Memorial Hospital Employee Welfare Benfit Trust | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742939712 | VEBA | TX | 501(c)(9) | Line 9 | 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) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (49 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 Scott & White Health LLC | |||||||
| 4005 Crutcher Suite 310 | Dallas | TX | 75246 | 463748258 | Parent | 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 |
| 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 |
| Valley View Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752900902 | Ambulatory Surgery Center | TX | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | 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) | ||||
| 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 Trusts (63) | |||||||||||||
| Investment | TX | N/A | Yes (1) | ||||||||||
| Charitable Lead Trusts (2) | |||||||||||||
| Investment | TX | N/A | Yes (1) | ||||||||||
| Health Care Insurance Company of Texas Ltd | |||||||||||||
| 980403182 | Investment | N/A | C | Yes (1) | PO Box GT 720 W Bay Rd | Grand Cayman | CJ | CJ | |||||
| 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 Assurance Ltd | |||||||||||||
| 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) | ||||
| 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 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Baylor Health Care System | ||
| C | $5,000,000 | GAAP |
| Baylor University Medical Center | ||
| B | $14,878,267 | GAAP |
| Baylor Regional Medical Center at Plano | ||
| B | $207,768 | GAAP |
| Baylor Medical Center at Waxahachie | ||
| B | $429,101 | GAAP |
| Baylor Regional Medical Center at Grapevine | ||
| B | $365,907 | GAAP |
| Baylor Health Care System | ||
| B | $5,038,533 | GAAP |
| Southern Sector Health Initiative | ||
| B | $433,969 | GAAP |
| Baylor Health Care System | ||
| M | $2,566,566 | GAAP |
| Baylor Research Institute | ||
| B | $10,091,835 | GAAP |
| Baylor Medical Centers at Garland and McKinney | ||
| B | $1,371,160 | GAAP |
| Baylor Specialty Hospital Centers | ||
| B | $824,627 | GAAP |
| HealthTexas Provider Network | ||
| B | $319,759 | GAAP |
| Baylor Medical Center at Irving | ||
| B | $117,487 | GAAP |
| BIR JV LLP | ||
| C | $658,868 | GAAP |