BAYLOR HEALTH CARE SYSTEM: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAYLOR HEALTH CARE SYSTEM (EIN 75-1812652)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201531349349305583
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:34:52-05:00 | 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 | 751812652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Health Care System | 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 | Fred Savelsbergh | PersonNm |
| Person Title | CFO | 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 | Gary Brock | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 Gaston Ave Ste 150 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $540,902,205 | 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 | 1981 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Faith based supporting organization providing services to a network of acute care hospitals and related health care entities that provide patient care, medical education, research and community services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 2892 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | -$839,004 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,100,714 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,497,364 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,179,713 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $459,873,202 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $461,086,830 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,269,042 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,421,481 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,363,275 | PYOtherRevenueAmt |
| CY Other Revenue | $17,607,076 | CYOtherRevenueAmt |
| PY Total Revenue | $511,002,883 | PYTotalRevenueAmt |
| CY Total Revenue | $514,295,100 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $97,654,240 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,818,039 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $228,484,057 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $238,528,070 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $324,613,390 | PYOtherExpensesAmt |
| CY Other Expenses | $313,804,620 | CYOtherExpensesAmt |
| PY Total Expenses | $650,751,687 | PYTotalExpensesAmt |
| CY Total Expenses | $599,150,729 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$139,748,804 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$84,855,629 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,891,022,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,197,906,222 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,848,827,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,121,710,750 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,194,045 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,195,472 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Baylor Scott & White Health exists to serve all people by providing personalized health and wellness through exemplary care, education and research as a Christian ministry of healing. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $492,882,850 | ExpenseAmt |
| Revenue | $449,927,656 | RevenueAmt |
| Desc | See Schedule OBaylor Health Care System (BHCS) is a faith-based, non-profit supporting organization formed in 1981 to provide centralized strategic and management services to an integrated health care delivery system. BHCS is now affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. BSWH is the largest not-for-profit health care system in Texas, and one of the largest in the United States. BSWH was formed from the 2013 combination of BHCS and Scott & White Healthcare.BHCS's governing body is comprised of volunteer community representatives who provide leadership and governance to BHCS. The members of the governing body contribute their wisdom, insights and expertise to ensure that BHCS is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction to affiliates of BSWH. BSWH exist to serve all people by providing personalized health and wellness through exemplary care, education, and research as a Christian ministry of healing. BSWH is committed to offering access to quality health care including free or discounted health care to the indigent and underserved population through its affiliated health care providers. As part of its charitable mission, BSWH's nonprofit hospitals provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas statutory methodology) in excess of $701,800,000 which includes the unreimbursed cost of charity care, Medicaid, Medicare and other community benefits. BSWH's nonprofit hospitals provided community benefits (as reported on Form 990, Schedule H) in excess of $357,480,000 during the tax year, which included the unreimbursed cost of charity care, Medicaid and other community benefits, but excludes Medicare. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,677,524 | ExpenseAmt |
| Revenue | $27,106,457 | RevenueAmt |
| Desc | See Schedule OBHCS owns and leases various hospital facilities and professional office buildings to controlled affiliates, physicians on the medical staff of affiliated hospitals, and other health care providers. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $46,818,039 | ExpenseAmt |
| Grant | $46,818,039 | GrantAmt |
| Desc | See Schedule OAs part of its mission, BHCS provides grants and other assistance to related and/or unrelated non-profit organizations that are religious, charitable, scientific, or educational in nature, within the meaning of Internal Revenue Code section 501(c)(3), but only when one or more of the following criteria for use of these funds is met: (1) fulfills a need identified by a community needs assessment conducted by BHCS or a third party (such as Community Health Check Up or by the United Way) and adopted as a priority by BHCS's community service advisory council and/or the community benefits committee or (2) serves an under-served community or group of people through medical mission work to improve their health status. Also, BHCS employees have the opportunity to work with many organizations in many communities. BHCS employees often serve on committees and boards of local nonprofit organizations, as well as donate their time to work at health fairs and other community events. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $562,378,413 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 490 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2892 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Pool | PersonNm |
| Phone | 2148203479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan Street Suite 2300 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Joel Allison | |||||||||
| President/CEO/Trustee | 40.00 | Yes (X) | Yes (X) | $2,828,659 | $0 | $194,951 | |||
| James Denison | |||||||||
| Trustee | 3.00 | Yes (X) | $1,565 | $0 | $0 | ||||
| Walker Harman | |||||||||
| Trustee | 3.00 | Yes (X) | $3,305 | $0 | $0 | ||||
| Roy Lamkin | |||||||||
| Trustee | 3.00 | Yes (X) | $1,534 | $0 | $0 | ||||
| Thomas Leppert | |||||||||
| Trustee | 3.00 | Yes (X) | $4,094 | $0 | $0 | ||||
| Janie Pena | |||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gwyn Clarkston Shea | |||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Frank Wilson | |||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Donald Wills | |||||||||
| Trustee | 3.00 | Yes (X) | $1,275 | $0 | $0 | ||||
| Mark Amiri | |||||||||
| Treasurer | 40.00 | Yes (X) | $345,671 | $0 | $62,866 | ||||
| William Boyd | |||||||||
| Chief Legal Off/Secret. | 40.00 | Yes (X) | $1,131,925 | $0 | $237,251 | ||||
| Gary Brock | |||||||||
| Chief Operating Officer | 40.00 | Yes (X) | $1,220,640 | $0 | $274,129 | ||||
| Fred Savelsbergh | |||||||||
| Chief Financial Officer | 40.00 | Yes (X) | $836,179 | $0 | $221,765 | ||||
| Amy Yeager | |||||||||
| VP Dep Gen Coun/Asst Sec | 40.00 | Yes (X) | $310,713 | $0 | $61,715 | ||||
| Paul Convery MD | |||||||||
| Sr Vice President/CMO | 40.00 | $1,041,419 | $0 | $239,828 | Yes (X) | ||||
| Dianne Grussendorf | |||||||||
| VP Managed Care | 40.00 | $339,445 | $0 | $63,610 | Yes (X) | ||||
| Keith Holtz | |||||||||
| Sr VP-Human Resources | 40.00 | $689,757 | $0 | $153,263 | Yes (X) | ||||
| Rosemary Luquire | |||||||||
| Sr Vice President/CNO | 40.00 | $682,090 | $0 | $156,190 | Yes (X) | ||||
| John McWhorter | |||||||||
| Sr Vice President | 40.00 | $970,303 | $0 | $230,554 | Yes (X) | ||||
| Robert Michalski | |||||||||
| Chief Compliance Officer | 40.00 | $313,855 | $0 | $58,060 | Yes (X) | ||||
| Irving Prengler MD | |||||||||
| Sr Vice President/CMO | 40.00 | $357,191 | $249,930 | $92,774 | Yes (X) | 40.00 | |||
| Pam Bryant | |||||||||
| Sr Vice President/ Supply Chain | 40.00 | $342,055 | $0 | $56,460 | Yes (X) | ||||
| Jennifer C Stribling | |||||||||
| Sr Vice President/Mktg | 40.00 | $449,204 | $0 | $114,573 | Yes (X) | ||||
| David Ballard | |||||||||
| Sr VP Quality Hlth Care Im | 40.00 | $603,967 | $0 | $91,325 | Yes (X) | ||||
| William Roberts | |||||||||
| Chief Strategy Devel Off | 40.00 | $801,239 | $0 | $172,918 | Yes (X) | ||||
| Mark Teresi | |||||||||
| Sr VP Finance Operations | 40.00 | $432,688 | $0 | $70,141 | Yes (X) | ||||
| Janie Wade | |||||||||
| Sr VP Strat Fin Plng Analy | 40.00 | $360,755 | $0 | $59,517 | Yes (X) | ||||
| Jeremy Eaves | |||||||||
| Sr VP Revenue Cycle | 40.00 | $333,457 | $0 | $58,346 | Yes (X) | ||||
| Alan Miller MD | |||||||||
| Chief of Oncology | 32.00 | $530,761 | $0 | $35,441 | Yes (X) | ||||
| Donald Kennerly MD | |||||||||
| VP Chief Quality Officer | 40.00 | $573,894 | $0 | $83,195 | Yes (X) | ||||
| Clifford Fullerton | |||||||||
| VP Chronic Disease | 40.00 | $521,846 | $0 | $76,195 | Yes (X) | ||||
| Joseph Schneider | |||||||||
| Chief Information Officer | 40.00 | $536,545 | $0 | $61,553 | Yes (X) | ||||
| Neil Fleming | |||||||||
| VP Health Policy | 40.00 | $458,797 | $0 | $59,107 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,024,828 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $249,930 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,985,727 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 441 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CB Richard Ellis | |||||
| 2700 Post Oak Blvd Ste 250 | Houston | TX | 77065 | Management Services | $27,499,521 |
| Hewitt Associates LLC | |||||
| P O Box 95135 | Chicago | IL | 606945135 | HR Technology/Payroll | $15,628,667 |
| Allscripts Healthcare LLC | |||||
| 24630 Network Place | Chicago | IL | 60673 | Consulting | $7,526,677 |
| MEDCO Construction LLC | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Construction Services | $6,072,205 |
| Moroch | |||||
| 3625 Hall St Ste 1100 | Dallas | TX | 75219 | Advertising | $4,891,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 174 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,038,534 | RelatedOrganizationsAmt |
| Government Grants | $120,206 | GovernmentGrantsAmt |
| All Other Contributions | $20,973 | AllOtherContributionsAmt |
| Total Contributions | $5,179,713 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Corporate Services | 561000 | $395,904,914 | $395,904,914 |
| Rent | 531120 | $38,534,018 | $38,534,018 |
| Management Fees | 561000 | $21,571,566 | $21,571,566 |
| Meaningful Use | 900099 | $2,226,356 | $2,226,356 |
| Earnings from Affiliat | 900099 | $779,537 | $779,537 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,070,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,728,553 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $235,392 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $461,086,830 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,259,662 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,874,568 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,074,396 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,459,490 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,715 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,715 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,360,345 | TotalRevenueColumnAmt |
| Exclusion | $15,360,345 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,064,935 | SecuritiesAmt |
| Other | $1,631,274 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,090,237 | SecuritiesAmt |
| Other | $1,516,868 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,974,698 | SecuritiesAmt |
| Other | $114,406 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,089,104 | TotalRevenueColumnAmt |
| Exclusion | $5,089,104 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Parking | Desc |
| Business | 812930 | BusinessCd |
| Total Revenue Column | $2,246,731 | TotalRevenueColumnAmt |
| Exclusion | $2,246,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,246,731 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $514,295,100 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $476,692,227 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$839,004 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,262,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,818,039 | TotalAmt |
| Program Services | $46,818,039 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,999,257 | TotalAmt |
| Management And General | $19,999,257 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,879,189 | TotalAmt |
| Program Services | $183,879,189 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,411,043 | TotalAmt |
| Program Services | $5,411,043 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,925,466 | TotalAmt |
| Program Services | $17,925,466 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,313,115 | TotalAmt |
| Program Services | $11,313,115 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,669,311 | TotalAmt |
| Management And General | $8,669,311 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,288 | TotalAmt |
| Management And General | $906,288 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,874 | TotalAmt |
| Program Services | $83,874 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,197,460 | TotalAmt |
| Management And General | $7,197,460 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,959,950 | TotalAmt |
| Program Services | $102,959,950 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,844,151 | TotalAmt |
| Program Services | $15,844,151 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,819,314 | TotalAmt |
| Program Services | $52,819,314 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,911 | TotalAmt |
| Program Services | $181,911 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,066,442 | TotalAmt |
| Program Services | $60,066,442 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,013 | TotalAmt |
| Program Services | $1,956,013 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,676 | TotalAmt |
| Program Services | $6,676 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,524 | TotalAmt |
| Program Services | $683,524 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,614,042 | TotalAmt |
| Program Services | $1,614,042 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,169,147 | TotalAmt |
| Program Services | $51,169,147 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,592 | TotalAmt |
| Program Services | $1,682,592 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Dues & Memberships | $2,241,265 | $2,241,265 |
| Non-Medical Supplies | $2,028,024 | $2,028,024 |
| Special Functions | $1,102,003 | $1,102,003 |
| Federal Income Tax | $277,284 | $277,284 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,315,349 | TotalAmt |
| Program Services | $2,315,349 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,150,729 | TotalAmt |
| Program Services | $562,378,413 | ProgramServicesAmt |
| Management And General | $36,772,316 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,051 | BOYAmt |
| EOY | $14,051 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,090,554 | BOYAmt |
| EOY | $303,945,570 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,239,070 | BOYAmt |
| EOY | $10,587,566 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,316,136 | BOYAmt |
| EOY | $3,506,301 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,444,600 | BOYAmt |
| EOY | $28,394,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $706,511,489 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $329,837,517 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,769,507 | BOYAmt |
| EOY | $376,673,972 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,780,459 | BOYAmt |
| EOY | $1,167,503,229 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,204,470 | BOYAmt |
| EOY | $338,204,773 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,333,185 | BOYAmt |
| EOY | $621,510,694 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,708,569 | BOYAmt |
| EOY | $8,491,769 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,121,411 | BOYAmt |
| EOY | $339,073,882 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,022,012 | BOYAmt |
| EOY | $3,197,906,222 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,805,188 | BOYAmt |
| EOY | $1,756,086,437 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,230,476 | BOYAmt |
| EOY | $22,416,498 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,177,816 | BOYAmt |
| EOY | $840,957,634 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,125,760 | BOYAmt |
| EOY | $24,023,405 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,355,000 | BOYAmt |
| EOY | $111,355,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,133,727 | BOYAmt |
| EOY | $366,871,776 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,848,827,967 | BOYAmt |
| EOY | $3,121,710,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,755,067 | BOYAmt |
| EOY | $53,330,198 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,668,736 | BOYAmt |
| EOY | $19,065,528 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,770,242 | BOYAmt |
| EOY | $3,799,746 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,194,045 | BOYAmt |
| EOY | $76,195,472 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,022,012 | BOYAmt |
| EOY | $3,197,906,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$84,855,629 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,526,515 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $105,330,541 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (15 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt |
|---|---|---|---|
| Baylor Research Institute | |||
| 751921898 | 04 | 0 | $0 |
| Baylor University Medical Center | |||
| 751837454 | 03 | Yes (1) | $0 |
| Baylor Health Care System Foundation | |||
| 751606705 | 07 | 0 | $5,000,000 |
| Baylor Specialty Health Centers | |||
| 751765385 | 03 | 0 | $0 |
| Baylor Health Services | |||
| 751917311 | 03 | 0 | $0 |
| Baylor Medical Centers at Garland and McKinney | |||
| 751037591 | 03 | 0 | $0 |
| Baylor Medical Center at Waxahachie | |||
| 751844139 | 03 | 0 | $0 |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | |||
| 751037226 | 03 | 0 | $0 |
| Baylor Regional Medical Center at Grapevine | |||
| 751844139 | 03 | 0 | $0 |
| Baylor Medical Center at Irving | |||
| 752586857 | 03 | 0 | $100,000 |
| HealthTexas Provider Network | |||
| 752536818 | 03 | 0 | $40,142,537 |
| Baylor All Saints Medical Center | |||
| 751008430 | 03 | 0 | $0 |
| All Saints Health Foundation | |||
| 751947007 | 07 | 0 | $0 |
| Baylor Regional Medical Center at Plano | |||
| 820551704 | 03 | 0 | $0 |
| Irving Healthcare Foundation | |||
| 751570933 | 07 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 15 | SupportedOrganizationsTotalCnt |
| Support Sum | $45,242,537 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 11h(vii), Amount of Monetary Support | FormAndLineReferenceDesc |
| Explanation | In addition to the monetary support listed on Part I, Line 11h(vii), the organization provides real estate, financial, human resources, legal, information technology, management, advisory and other services to the supported organizations listed in Part I, Line 11h(i). | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $12,601 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $149,220 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $161,821 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Statement Regarding Legislative Activity Health care policy is critical to all Americans, and Baylor Health Care System ("BHCS") believes that health care providers must participate in forming health care policy by interacting with national, state and local representatives and their staff members to help them better understand the complexities and ramifications of key health care policies including, without limitation, those related to uninsured and indigent patient needs as well as the legislative and regulatory needs to assure the delivery of cost-efficient, quality health care. BHCS has established relationships with persons and industry associations that often communicate BHCS's positions on major health care issues. These contacts may include direct contact, telephone conversations and/or letters. Also, BHCS may attempt to educate the local community on certain legislative initiatives that may impact BHCS' ability to provide quality health care services to the community through direct mailings, media advertising or broadcast statements. The amount of resources (time and money) involved in these activities is insubstantial. BHCS has not intervened in any political campaign. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,522,559 | BeginningYearBalanceAmt |
| Contributions | $29,501 | ContributionsAmt |
| Investment Earnings Or Losses | $478,965 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $486,919 | OtherExpendituresAmt |
| End Year Balance | $5,544,106 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,112,372 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $539,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $129,640 | OtherExpendituresAmt |
| End Year Balance | $5,522,559 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,049,251 | BeginningYearBalanceAmt |
| Contributions | $25 | ContributionsAmt |
| Investment Earnings Or Losses | $134,448 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $71,352 | OtherExpendituresAmt |
| End Year Balance | $5,112,372 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,856,814 | BeginningYearBalanceAmt |
| Contributions | $1,097 | ContributionsAmt |
| Investment Earnings Or Losses | $1,231,471 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,131 | OtherExpendituresAmt |
| End Year Balance | $5,049,251 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,856,814 | BeginningYearBalanceAmt |
| End Year Balance | $3,856,814 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,847,964 | OtherCostOrOtherBasisAmt |
| Book Value | $99,847,964 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,367,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,241,273 | DepreciationAmt |
| Book Value | $223,126,700 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $288,295,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,596,244 | DepreciationAmt |
| Book Value | $53,699,308 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $376,673,972 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $333,204,820 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in USPI Stock | Desc |
| Book Value | $4,999,953 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $338,204,773 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (25 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Invest-Health Care Ins Co of Tx | $170,000 | F |
| Investment in Health Care Admin Svcs | -$244,000 | C |
| Invest-Baylor Research Institute | $126,657,795 | C |
| Invest-Baylor Specialty Hlth Ctrs | -$1,128,935 | C |
| Investment in BHCS Foundation | $96,581,124 | C |
| Invest Baylor Health Enterprises | $57,685,637 | C |
| Investment in BHCS Holdings LLC | $345,934 | C |
| Investment in Medco Construction LLC | $8,423,375 | C |
| Investment in Baylor Inst. for Rehab | -$1,155,124 | C |
| Investment in Baylor Univ Med Center | -$420,287,452 | C |
| Investment in BMC at Waxahachie | $40,474,831 | C |
| Investment in BMC at Garland McKinney | $931,338 | C |
| Investment in BRMC at Grapevine | $59,355,978 | C |
| Investment in HealthTexas Provider Network | $290,975,386 | C |
| Investment in BMC at Irving | $222,243 | C |
| Investment in Baylor All Saints Med Ctr | $42,075,123 | C |
| Investment in BRMC at Plano | $6,798,267 | C |
| Investment in Baylor Scott & White Health | $7,500,000 | C |
| Investment in Arlington Sports Facility | $5,000 | C |
| Investment in Skilled Healthcare Inc | $215,477 | C |
| Investment in N Texas Laundry Coop | $3,770,001 | C |
| Investment in Tx Care Alliance | $662,565 | C |
| Loan to BMC at Carrollton | $15,000,000 | C |
| Loan to Baylor All Saints Med Center | $69,471,131 | C |
| Loan to BMC at Garland and McKinney | $217,005,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $621,510,694 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Bond Issue Costs | $6,239,129 |
| Unexpended Bond Proceeds | $52,534,165 |
| Self Insurance Trust | $76,602,294 |
| S/T Security Lending Collateral | $180,833,020 |
| Interest in Net Assets of Related Foundation | $22,865,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $339,073,882 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $1,114,239 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Self Insurance Liability | $47,312,008 |
| Deferred Compensation | $34,575,125 |
| Derivative Liability | $94,309,102 |
| Reserve for Tail Coverage | $5,940,809 |
| Security Lending Collateral | $180,833,020 |
| Environmental Liability | $2,787,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $366,871,776 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $524,899,693 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,526,515 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $9,146,475 | OtherRevenueAmt |
| Revenue Not Reported | $22,672,990 | RevenueNotReportedAmt |
| Revenue Subtotal | $502,226,703 | RevenueSubtotalAmt |
| Other Revenues Not Included | $12,068,397 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,068,397 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $514,295,100 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $560,758,933 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,371,651 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,371,651 | ExpensesNotReportedAmt |
| Expenses Subtotal | $556,387,282 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $42,763,447 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $42,763,447 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $599,150,729 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | 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 objective and mission, including sponsorship of patient care, research, and educational and training programs. |
| Part X, Line 2: | The filing organization does not have separate individual audited financial statements; however, the organization is included in Baylor Health Care System's combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes". As of June 30, 2014 and 2013, the System had no material gross unrecognized tax benefits. |
| Part XI, Line 2d - Other Adjustments: | Other Non-Op Expenses 8,172. Provision for Losses 9,212,462. Swap Interest Expense -74,159. |
| Part XI, Line 4b - Other Adjustments: | Invest Income (Subpart F) 30,128. Foundation Funded Operations 4,726,403. Investment Fees 7,197,460. Gain/Loss on Sale of Assets 114,406. |
| Part XII, Line 2d - Other Adjustments: | Foundation Funded Operations -4,726,403. Provision for Losses 9,212,460. Gain/Loss on Sale of Assets -114,406. |
| Part XII, Line 4b - Other Adjustments: | Grants Recorded in Transfers Between Entities Under Common Control 35,500,000. Other Non-op Expenses -8,172. Investment Fees 7,197,460. Swap Interest Expense 74,159. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Patent Annuities | $554 |
| Europe | 0 | 0 | Program Services | Insurance Mtg/Medical Education | $239,262 |
| North America | 0 | 0 | Program Services | Professional Fees | $310,009 |
| Middle East and North Africa | 0 | 0 | Program Services | Billing & Collection | $16,101 |
| Central America and the Caribbean | 0 | 0 | Program Services | Insurance Meetings | $9,218 |
| Central America and the Caribbean | Investments | $389,961,499 | |||
| Europe | Investments | $14,561,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $405,097,849 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $405,097,849 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | Accrual Basis | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (47 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 |
|---|---|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||||
| 8900 Carpenter Freeway | Dallas | TX | 75247 | 741185665 | 501(c)(3) | $30,120 | N/A | N/A | General Support |
| American Heart Association | |||||||||
| 2630 West Freeway Suite 250 | Fort Worth | TX | 76102 | 135613797 | 501(c)(3) | $11,175 | N/A | N/A | General Support |
| Ark House Foundation | |||||||||
| PO Box 833656 | Richardson | TX | 750833656 | 752738896 | 501(c)(3) | $20,000 | N/A | N/A | General Support |
| Baylor University | |||||||||
| One Bear Place 97340 | Waco | TX | 76798 | 741159753 | 501(c)(3) | $10,140 | N/A | N/A | General Support |
| Baylor Health Care System Foundation | |||||||||
| 3600 Gaston Ave Ste 100 | Dallas | TX | 75246 | 751606705 | 501(c)(3) | $5,000,000 | N/A | N/A | General Support |
| Baylor Medical Center at Irving | |||||||||
| 1901 N MacArthur Blvd | Irving | TX | 75061 | 752586857 | 501(c)(3) | $100,000 | N/A | N/A | General Support |
| Baylor University Louise Herrington School of Nursing | |||||||||
| 3700 Worth St | Dallas | TX | 75246 | 741159753 | 501(c)(3) | $11,340 | N/A | N/A | General Support |
| Baptist University of the Americas | |||||||||
| 8019 S Pan Am Expressway | San Antonio | TX | 78224 | 742599785 | 501(c)(3) | $5,500 | N/A | N/A | General Support |
| Alzheimer's Association | |||||||||
| 4144 N Central Exprwy Ste 750 | Dallas | TX | 75204 | 752041194 | 501(c)(3) | $8,100 | N/A | N/A | General Support |
| Christian Community Action | |||||||||
| 200 S Mill St | Lewisville | TX | 75057 | 237319371 | 501(c)(3) | $7,000 | N/A | N/A | General Support |
| Council for Life | |||||||||
| 4516 Lovers Lane Suite 103 | Dallas | TX | 75225 | 050532415 | 501(c)(3) | $9,550 | N/A | N/A | General Support |
| Crystal Charity Ball | |||||||||
| 3838 Oak Lawn Ave Suite L 150 | Dallas | TX | 75219 | 756035893 | 501(c)(3) | $27,290 | N/A | N/A | General Support |
| Dallas County Community College District Foundation | |||||||||
| 701 Elm St Suite 700 | Dallas | TX | 75202 | 237326612 | 501(c)(3) | $83,333 | N/A | N/A | General Support |
| Dallas Area Interfaith | |||||||||
| 1104 Lupo Drive | Dallas | TX | 75207 | 752638966 | 501(c)(3) | $20,000 | N/A | N/A | General Support |
| Cornerstone Ranch | |||||||||
| 3933 CR 317 | McKinney | TX | 75069 | 412053259 | 501(c)(3) | $9,000 | N/A | N/A | General Support |
| Dallas Concilio of Hispanic Service | |||||||||
| 400 S Zang Blvd Ste 300 | Dallas | TX | 752086641 | 751770140 | 501(c)(3) | $20,000 | N/A | N/A | General Support |
| Dallas Historical Society | |||||||||
| PO Box 150038 | Dallas | TX | 753150038 | 750851204 | 501(c)(3) | $9,720 | N/A | N/A | General Support |
| Dallas Institute of Humanities and Culture | |||||||||
| 2719 Routh Street | Dallas | TX | 75201 | 751721049 | 501(c)(3) | $24,500 | N/A | N/A | General Support |
| Daughters of World War II | |||||||||
| 5600 Lovers Lane Suite 116 | Dallas | TX | 75209 | 274215777 | 501(c)(3) | $9,700 | N/A | N/A | General Support |
| Genesis Women's Shelter | |||||||||
| 4411 Lemmon Ave Suite 201 | Dallas | TX | 75219 | 751881365 | 501(c)(3) | $9,500 | N/A | N/A | General Support |
| Grand Prairie ISD Education Foundation | |||||||||
| 2602 S Beltline | Grand Prairie | TX | 750531170 | 731697703 | 501(c)(3) | $6,000 | N/A | N/A | General Support |
| Helps International | |||||||||
| 15301 Dallas Pkwy Ste 200 | Addison | TX | 75001 | 751966419 | 501(c)(3) | $15,000 | N/A | N/A | General Support |
| HealthTexas Provider Network | |||||||||
| 8080 N Cntrl Expwy Ste 1700 | Dallas | TX | 75206 | 752536818 | 501(c)(3) | $40,142,537 | N/A | N/A | General Support |
| Hope Clinic | |||||||||
| 411 E Jefferson | Waxahachie | TX | 75165 | 752960314 | 501(c)(3) | $60,000 | N/A | N/A | General Support |
| Injury Prevention Center of Greater Dallas | |||||||||
| PO Box 36067 | Dallas | TX | 75235 | 752089180 | 501(c)(3) | $50,000 | N/A | N/A | General Support |
| Irving Schools Foundation | |||||||||
| 2621 W Airport Freeway | Irving | TX | 75062 | 752072755 | 501(c)(3) | $12,000 | N/A | N/A | General Support |
| Kidney Texas Inc | |||||||||
| 6138 Berkshire Lane Suite 10 | Dallas | TX | 75225 | 752847008 | 501(c)(3) | $24,100 | N/A | N/A | General Support |
| ManeGait Therapeutic Horsemanship | |||||||||
| 3160 N Custer | McKinney | TX | 75071 | 261525268 | 501(c)(3) | $9,700 | N/A | N/A | General Support |
| Literacy Instruction for Life | |||||||||
| 2121 Main Street Suite 100 | Dallas | TX | 75201 | 751095223 | 501(c)(3) | $14,650 | N/A | N/A | General Support |
| Leukemia & Lymphoma Society | |||||||||
| 8111 LBJ Freeway Ste 425 | Dallas | TX | 75251 | 135644916 | 501(c)(3) | $42,800 | N/A | N/A | General Support |
| March of Dimes North Texas Chapter | |||||||||
| 12660 Coit Road Ste 200 | Dallas | TX | 752511311 | 131846366 | 501(c)(3) | $14,400 | N/A | N/A | General Support |
| National Black Caucus of State Legislature | |||||||||
| 444 N Capitol St NW Suite 622 | Washington | DC | 20001 | 521218832 | 501(c)(3) | $15,000 | N/A | N/A | General Support |
| National Kidney Foundation | |||||||||
| 5429 LBJ Freeway Ste 250 | Dallas | TX | 75240 | 756033760 | 501(c)(3) | $8,400 | N/A | N/A | General Support |
| Plano Independent School District Foundation | |||||||||
| 2700 W 15th St | Plano | TX | 75075 | 752481906 | 501(c)(3) | $5,856 | N/A | N/A | General Support |
| North Texas Food Bank | |||||||||
| 4500 S Cockrell Hill | Dallas | TX | 75236 | 751785357 | 501(c)(3) | $7,500 | N/A | N/A | General Support |
| McKinney Main Street | |||||||||
| 111 N Tennessee | McKinney | TX | 75069 | 043615798 | 501(c)(3) | $6,000 | N/A | N/A | General Support |
| Metrocrest Social Services | |||||||||
| 1111 W Belt Line Suite 100 | Carrollton | TX | 75006 | 751548334 | 501(c)(3) | $6,800 | N/A | N/A | General Support |
| Salesmanship Club-Youth and Family Centers | |||||||||
| 106 E 10th | Dallas | TX | 75203 | 751855620 | 501(c)(3) | $16,445 | N/A | N/A | General Support |
| Susan G Komen Breast Cancer Foundation | |||||||||
| 12820 Hillcrest Suite c105 | Dallas | TX | 75230 | 752445070 | 501(c)(3) | $15,000 | N/A | N/A | General Support |
| Tarrant Area Food Bank | |||||||||
| 2600 Cullen Street | Fort Worth | TX | 76107 | 751822473 | 501(c)(3) | $7,500 | N/A | N/A | General Support |
| Operation Care | |||||||||
| PO Box 224136 | Dallas | TX | 75222 | 752959602 | 501(c)(3) | $5,750 | N/A | N/A | General Support |
| The Senior Source | |||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | 751085555 | 501(c)(3) | $49,240 | N/A | N/A | General Support |
| The Dallas Foundation | |||||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | 752890371 | 501(c)(3) | $9,330 | N/A | N/A | General Support |
| YMCA | |||||||||
| 601 N Akard | Dallas | TX | 75201 | 750800696 | 501(c)(3) | $6,000 | N/A | N/A | General Support |
| The Foundation of the National Student Nurses | |||||||||
| 45 Main Street Suite 606 | Brooklyn | NY | 11201 | 133123125 | 501(c)(3) | $11,000 | N/A | N/A | General Support |
| The Junior League of Dallas | |||||||||
| 8003 Inwood Rd | Dallas | TX | 75209 | 751004680 | 501(c)(3) | $12,105 | N/A | N/A | General Support |
| Canine Companions for Independence | |||||||||
| 2965 Dutton Ave | Santa Rosa | CA | 95402 | 942494324 | 501(c)(3) | $500,000 | N/A | N/A | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 46 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Monitoring Grants & Other Assistance As part of its mission, the organization provides grants and other assistance to related organizations and/or unrelated not-for-profit organizations which are religious, charitable, scientific, or educational in nature, within the meaning of Internal Revenue Code Section 501(c)(3), when the use will further one or more tenets of the organization's charitable mission and one of the following criteria for use of these funds is met: (1) Fulfills a need identified by a community needs assessment conducted by the organization and/or outlined in an implementation strategy, (2) Serves an under-served community or group of people through medical mission work to improve their health status (3) promotes health in the community, (4) supports community buildings activities that protect or improves the community's health or safety and/or (5) provides positive visibility and good community relations with other organization serving the health needs of the community . For related organizations, all grants and other assistance are subject to the policies and procedures set forth by BSWH which ensures all funds are used in accordance with the guidelines set forth above and in accordance with the related organization's exempt purpose. Grants and other assistance provided to unrelated organizations are typically monitored by personal inspection. Examples include providing assistance to entities where the filing organization's employee serves as a Board Member for the recipient organization or through attendance at community events where the filing organization employees work as volunteers or to help coordinate these events. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 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 | ||||||||||||||
| President/CEO/Trustee | $1,073,317 | $0 | $871,329 | $0 | $884,013 | $0 | $172,790 | $0 | $22,161 | $0 | $3,023,610 | $0 | $837,873 | $0 |
| Mark Amiri | ||||||||||||||
| Treasurer | $286,446 | $0 | $55,599 | $0 | $3,626 | $0 | $42,843 | $0 | $20,023 | $0 | $408,537 | $0 | $0 | $0 |
| William Boyd | ||||||||||||||
| Chief Legal Off/Secret. | $582,787 | $0 | $298,107 | $0 | $251,031 | $0 | $215,925 | $0 | $21,326 | $0 | $1,369,176 | $0 | $225,260 | $0 |
| Gary Brock | ||||||||||||||
| Chief Operating Officer | $701,331 | $0 | $357,762 | $0 | $161,547 | $0 | $257,357 | $0 | $16,772 | $0 | $1,494,769 | $0 | $139,579 | $0 |
| Fred Savelsbergh | ||||||||||||||
| Chief Financial Officer | $544,895 | $0 | $272,384 | $0 | $18,900 | $0 | $201,110 | $0 | $20,655 | $0 | $1,057,944 | $0 | $0 | $0 |
| Amy Yeager | ||||||||||||||
| VP Dep Gen Coun/Asst Sec | $257,801 | $0 | $51,803 | $0 | $1,109 | $0 | $39,156 | $0 | $22,559 | $0 | $372,428 | $0 | $0 | $0 |
| Paul Convery MD | ||||||||||||||
| Sr Vice President/CMO | $341,143 | $0 | $166,110 | $0 | $534,166 | $0 | $83,640 | $0 | $156,188 | $0 | $1,281,247 | $0 | $594,111 | $0 |
| Dianne Grussendorf | ||||||||||||||
| VP Managed Care | $280,077 | $0 | $55,902 | $0 | $3,466 | $0 | $42,267 | $0 | $21,343 | $0 | $403,055 | $0 | $0 | $0 |
| Keith Holtz | ||||||||||||||
| Sr VP-Human Resources | $320,366 | $0 | $179,245 | $0 | $190,146 | $0 | $130,996 | $0 | $22,267 | $0 | $843,020 | $0 | $0 | $0 |
| Rosemary Luquire | ||||||||||||||
| Sr Vice President/CNO | $360,076 | $0 | $186,319 | $0 | $135,695 | $0 | $134,977 | $0 | $21,213 | $0 | $838,280 | $0 | $117,417 | $0 |
| John McWhorter | ||||||||||||||
| Sr Vice President | $560,547 | $0 | $291,199 | $0 | $118,557 | $0 | $208,095 | $0 | $22,459 | $0 | $1,200,857 | $0 | $102,398 | $0 |
| Robert Michalski | ||||||||||||||
| Chief Compliance Officer | $243,376 | $0 | $48,720 | $0 | $21,759 | $0 | $36,921 | $0 | $21,139 | $0 | $371,915 | $0 | $20,231 | $0 |
| Irving Prengler MD | ||||||||||||||
| Sr Vice President/CMO | $235,806 | $246,417 | $113,389 | $0 | $7,996 | $3,513 | $32,307 | $36,266 | $11,680 | $12,521 | $401,178 | $298,717 | $0 | $0 |
| Pam Bryant | ||||||||||||||
| Sr Vice President/ Supply Chain | $287,914 | $0 | $52,508 | $0 | $1,633 | $0 | $42,644 | $0 | $13,816 | $0 | $398,515 | $0 | $0 | $0 |
| Jennifer C Stribling | ||||||||||||||
| Sr Vice President/Mktg | $253,033 | $0 | $130,389 | $0 | $65,782 | $0 | $95,072 | $0 | $19,501 | $0 | $563,777 | $0 | $51,451 | $0 |
| David Ballard | ||||||||||||||
| Sr VP Quality Hlth Care Im | $451,455 | $0 | $136,195 | $0 | $16,317 | $0 | $69,896 | $0 | $21,429 | $0 | $695,292 | $0 | $0 | $0 |
| William Roberts | ||||||||||||||
| Chief Strategy Devel Off | $451,271 | $0 | $202,778 | $0 | $147,190 | $0 | $152,468 | $0 | $20,450 | $0 | $974,157 | $0 | $127,881 | $0 |
| Mark Teresi | ||||||||||||||
| Sr VP Finance Operations | $350,077 | $0 | $77,204 | $0 | $5,407 | $0 | $51,442 | $0 | $18,699 | $0 | $502,829 | $0 | $0 | $0 |
| Janie Wade | ||||||||||||||
| Sr VP Strat Fin Plng Analy | $299,739 | $0 | $60,254 | $0 | $762 | $0 | $40,734 | $0 | $18,783 | $0 | $420,272 | $0 | $0 | $0 |
| Jeremy Eaves | ||||||||||||||
| Sr VP Revenue Cycle | $277,179 | $0 | $55,855 | $0 | $423 | $0 | $38,782 | $0 | $19,564 | $0 | $391,803 | $0 | $0 | $0 |
| Alan Miller MD | ||||||||||||||
| Chief of Oncology | $453,199 | $0 | $77,172 | $0 | $390 | $0 | $12,750 | $0 | $22,691 | $0 | $566,202 | $0 | $0 | $0 |
| Donald Kennerly MD | ||||||||||||||
| VP Chief Quality Officer | $434,254 | $0 | $81,940 | $0 | $57,700 | $0 | $64,404 | $0 | $18,791 | $0 | $657,089 | $0 | $51,438 | $0 |
| Clifford Fullerton | ||||||||||||||
| VP Chronic Disease | $398,317 | $0 | $77,007 | $0 | $46,522 | $0 | $58,022 | $0 | $18,173 | $0 | $598,041 | $0 | $38,581 | $0 |
| Joseph Schneider | ||||||||||||||
| Chief Information Officer | $317,740 | $0 | $58,918 | $0 | $159,887 | $0 | $43,151 | $0 | $18,402 | $0 | $598,098 | $0 | $154,992 | $0 |
| Neil Fleming | ||||||||||||||
| VP Health Policy | $271,082 | $0 | $64,064 | $0 | $123,651 | $0 | $40,435 | $0 | $18,672 | $0 | $517,904 | $0 | $119,460 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Travel for companions-The organization reimburses eligible employees and board members certain reasonable travel expenses associated with spousal travel where the spouse's presence is important to the event. These events may include, for example, board meetings, business meetings, and award ceremonies approved by the organization's President. All spousal travel reimbursements are treated as taxable compensation. Fifteen of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. |
| Part I, Line 1a | Tax indemnification and gross up payments-The organization provides tax indemnification where an authorized member of management determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Fifteen of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. |
| 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. Thirteen of the persons 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. Nine of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. |
| Part I, Lines 4a-b | Keith Holtz's employment with the organization terminated during the tax year and he received a severance payment of $175,000. In order to recruit and retain key employees, the organization 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 the organization's supplemental non qualified retirement plan during the tax year: Amy Yeager, David Ballard M.D., Dianne Grussendorf, Donald Kennerly, M.D. ($51,438), Fred Savelsbergh, Gary Brock, Jennifer Stribling, Joel Allison ($348,083), John McWhorter, Keith Holtz, Mark Amiri, Robert Michalski, William Roberts ($59,855), Mark Teresi, Cliff Fullerton, M.D. ($38,581), Pam Bryant, Paul Convery, M.D. ($63,189), Rosemary Luquire ($20,231), Janie Wade, Irving Prengler, M.D., Jeremy Eaves, Joseph Schneider, ($154,992), Neil Fleming ($119,460) and William Boyd ($105,152). Also, certain senior officers, as designated by the organization's governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize key senior leaders value and contribution to the organization as well as align their compensation to the long term strategy of the organization. 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 organization'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 the organization'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), Gary Brock ($289,645), John McWhorter ($226,359), Paul Convery, M.D. ($207,832), William Boyd ($245,151), Fred Savelsbergh ($119,447), Jennifer Stribling ($106,956), Keith Holtz ($76,302) Rosemary Luquire ($151,677) and William Roberts ($151,293). |
| Part I, Line 7 | The organization has implemented the 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 the 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. The governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. |
| Sch J, Part III | Supplemental Information: Governing Body Compensation The members of the governing body (except the CEO) serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. Some, but not all, members have received modest benefits incident to their service on the board and/or multiple board committees. These benefits include reimbursement for certain reasonable expenses paid on behalf of the member's spouse while accompanying the member on business travel on behalf of the organization and/or a wellness physical. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Tarrant County Cultural Education Facilities Finance Corporation | ||||||||
| A | 043833551 | 87638QBU2 | 2009-02-04 | $211,177,797 | Refunding Issues-11/2001, 4/2008 | 0 | 0 | 0 |
| Tarrant County Cultural Education Facilities Finance Corporation | ||||||||
| B | 043833551 | 87638QEW5 | 2011-06-16 | $366,043,133 | Refunding Issues-6/2006 & Construction of Hospital Facilities | 0 | 0 | 0 |
| Tarrant County Cultural Education Facilities Finance Corporation | ||||||||
| C | 043833551 | 87638QGT0 | 2013-04-18 | $217,262,768 | Refunding Issues-2002A & Construction of Hospital Facilities | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $211,177,797 | $3,527,583 | $207,650,214 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $366,173,160 | $3,152,743 | $150,000,000 | Yes (1) | 0 | 0 | Yes (1) | $5,079,579 | $193,964,644 | $13,976,194 | |
| C | $217,331,496 | $2,262,768 | $50,000,000 | Yes (1) | 0 | 0 | Yes (1) | $127,970,347 | $37,098,381 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00100 | 0.00100 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 3, Column C: Total Proceeds of Issue: | The difference between Part I, Line B, Column (e) and Part II, Line 3 is due to investment earnings of $130,027. |
| Part II, Line 3, Column C: Total Proceeds of Issue: | The difference between Part I, Line C, Column (e) and Part II, Line 3 is due to investment earnings of $68,728. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (21 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BIR JV LLP (BIR JV) | |||
| David Ballard, organization's SVP, serves as board member of BIR JV. | $6,232,351 | Purchased Services, Rent, Royalty | 0 |
| BIR JV LLP (BIR JV) | |||
| John McWhorter, organization's SVP, serves as a Board Member of BIR JV. | $6,232,351 | Purchased Services, Rent, Royalty | 0 |
| Texas Health Ventures Group LLC (THVG) | |||
| Gary Brock, organization's COO, serves as a board member of THVG. | $9,779,073 | Royalty fees and management services | 0 |
| Texas Health Ventures Group LLC (THVG) | |||
| Frederick Savelsbergh, organization's CFO, serves as a board member of THVG | $9,779,073 | Royalty fees and management services | 0 |
| Baylor Heart & Vascular Center LLP (BHVC) | |||
| John McWhorter, organization's SVP, serves as a board member of BHVC. | $11,425,729 | Rental of real property and management services | 0 |
| Baylor Heart & Vascular Center LLP (BHVC) | |||
| Don Wills, organization's board member, serves as a board member of BHVC. | $11,425,729 | Rental of real property and management services | 0 |
| Texas Heart Hospital of the Southwest LLP (THHSW) | |||
| Mark Teresi, organization's SVP/Finance, serves as a board member of THHSW. | $21,139,347 | Rental of real property and management services | 0 |
| Texas Heart Hospital of the Southwest LLP (THHSW) | |||
| David Ballard, organization's SVP, serves as a board member of THHSW. | $21,139,347 | Rental of real property and management services | 0 |
| Texas Heart Hospital of the Southwest LLP (THHSW) | |||
| Rosemary Luquire, organization's CNO, serves as a board member of THHSW. | $21,139,347 | Rental of real property and management services | 0 |
| Texas Heart Hospital of the Southwest LLP (THHSW) | |||
| John McWhorter, organization's SVP, serves as a Board Member of THHSW. | $21,139,347 | Rental of real property and management services | 0 |
| Baylor Health Enterprises LP (BHE) | |||
| John McWhorter, organization's SVP, serves as a Board Member of BHE. | $1,532,401 | Purchased Services and rent | 0 |
| Baylor Health Enterprises LP (BHE) | |||
| John McWhorter, organization's SVP, serves as a Board Member of BHE. | $24,127,500 | Capital Contribution | 0 |
| Health Care Insurance Company of Texas Ltd | |||
| Joel Allison, organization's Pres/CEO, serves as a Board Member of HCICT. | $2,313,014 | Capital Contribution | 0 |
| Health Care Insurance Company of Texas Ltd | |||
| Gary Brock, organization's COO, serves as a Board Member of HCICT. | $2,313,014 | Capital Contribution | 0 |
| Health Care Insurance Company of Texas Ltd | |||
| William Boyd, organization's CLO, serves as Bd Member of HCICT. | $2,313,014 | Capital Contribution | 0 |
| Health Care Insurance Company of Texas Ltd | |||
| Paul Convery, organization's SVP/CMO, serves as a Board Member of HCICT. | $2,313,014 | Capital Contribution | 0 |
| Health Care Insurance Company of Texas Ltd | |||
| Fred Savelsbergh, organization's CFO, serves as a Board Member of HCICT. | $2,313,014 | Capital Contribution | 0 |
| Health Care Insurance Company of Texas Ltd (HCICT) | |||
| Mark Teresi, organization's SVP/Finance, serves as a board member of HCICT. | $2,313,014 | Capital Contribution | 0 |
| Health Care Insurance Company of Texas Ltd (HCICT) | |||
| Rosemary Luquire, organization's CNO, serves as a board member of HCICT. | $2,313,014 | Capital Contribution | 0 |
| Baylor Health Enterprises LP (BHE) | |||
| Fred Savelsbergh, organization's CFO, serves as a Board Member of BHE. | $1,532,401 | Purchased Services and rent | 0 |
| Baylor Health Enterprises LP (BHE) | |||
| Fred Savelsbergh, organization's CFO, serves as a Board Member of BHE. | $24,127,500 | Capital Contribution | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Transactions Involving Interested Persons: | FormAndLineReferenceDesc |
| Explanation | The interested persons listed above in Part IV, including Texas Health Ventures Group, LLC (THVG), Baylor Heart and Vascular Center, LLP (BHVC), Texas Heart Hospital of the Southwest, LLP (THHSW), Baylor Health Enterprises, LP (BHE) and Health Care Insurance Company of Texas, Ltd (HCICT) are all controlled affiliates of the organization. The organization's employees and/or community board representatives were appointed by the organization to serve as board members of the controlled affiliates. These individuals were appointed by the organization to serve as board representatives of those controlled affiliates to ensure they are operated in a charitable manner and in accordance with the organization's tax exempt status. The appointment of the community board representatives to serve on the governing body of related partnerships is consistent with IRS guidance such as Revenue Ruling 98-15 and other related rulings requiring the exempt organization to maintain control of partnerships and joint ventures. In those instances, the community board representatives do not have a financial interest in the organization or the related partnership, do not receive any financial benefit from transactions between the organization and the related partnership, and serve only in a voluntary capacity as an independent community board member. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | Changes to Governing Documents: 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 Service for BSW Holdings. Pursuant to this transaction, the organizational documents for the organization were amended to give BSW Holdings, the sole member of the organization, control and substantial reserved powers over the organization, including 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. |
| Form 990, Part VI, Section A, line 6 | Members or stockholders: The organization is a Texas nonprofit membership organization in which BSW Holdings, a tax-exempt, Texas nonprofit corporation, is the sole member. |
| Form 990, Part VI, Section A, line 7a | Election of members of governing body by members, stockholders, or other persons: The sole member, BSW Holdings, elects and removes the members of the governing body. |
| Form 990, Part VI, Section A, line 7b | Governing body decisions subject to approval: All rights and powers are reserved to the sole member, BSW Holdings, except only those rights and powers expressly set forth in the bylaws, required by state or federal law, or to meet the requirements and standards promulgated by Joint Commission. For example, 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. |
| 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 VII, Hours Devoted to Related Organizations | Irving Prengler transferred from a related organization during the tax year. He devoted an average of 40 hours per week to the organizations before and after the transfer. |
| Form 990, Part IX, line 11g | Contract Labor: Program service expenses 6,005,187. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,005,187. Other Purchased Services: Program service expenses 50,563,497. Management and general expenses 0. Fundraising expenses 0. Total expenses 50,563,497. Repairs & Maintenance: Program service expenses 15,165,190. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,165,190. Professional Fees: Program service expenses 35,494,633. Management and general expenses 0. Fundraising expenses 0. Total expenses 35,494,633. Corporate Overhead: Program service expenses -4,268,557. Management and general expenses 0. Fundraising expenses 0. Total expenses -4,268,557. |
| Form 990, Part XI, line 9: | Transfers Between Entities Under Common Control 103,247,388. Changes in Net Assets of Related Foundation 4,426,295. Captive Investment Income (Subpart F) -30,128. Contributed Capital-Foreign Captive -2,313,014. |
| 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. |
| Form 990 Pt I Line 4 & Pt VI Line 1b: Number of Independent Board Members | One of the organization's members of the governing body also serves as a board member of a related partnership that is controlled by the organization. Based on the Form 990 instructions, this relationship results in a business transaction on Schedule L since the organization and the related partnership have entered into business transactions in excess of certain thresholds. These members were appointed by BSW Holdings, the organization's parent, to serve as community board representatives of those related partnerships to ensure the partnership is operated in a charitable manner and in accordance with BSW Holdings' tax exempt status. The appointment of these members to serve on the governing body of the related partnership is consistent with IRS guidance such as Revenue Ruling 98-15 and other related rulings requiring the exempt organization to maintain control of partnerships and joint ventures. These board members do not have a financial interest in the organization or the related partnership, do not receive any financial benefit from transactions between the organization and the related partnership, and serve only in a voluntary capacity as an independent community board member. Therefore, these members are reflected as independent board members on Part I, Line 4 and Part VI, Line 1b of the Form 990. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Health Care Administrative Services LLC | |||||||||
| 2215B Suite 5 Renaissance | Las Vegas | NV | 89119 | 352234028 | Management Services | NV | $22,920 | $91,221 | Baylor Health Care System |
| BHCS Holdings LLC | |||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | Holding Company | TX | $0 | $355,290 | Baylor Health Care System | |
| ACO Newco LLC | |||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | ACO | TX | $0 | $0 | Baylor Health Care System | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 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 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 Care System Foundation | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751606705 | Fundraising | TX | 501(c)(3) | Line 7 | Baylor Health Care System | Yes (1) | |
| Baylor Health Services | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751917311 | Inactive | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037226 | Rehabilitation Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Carrollton | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 454510252 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Irving | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752586857 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Center at Waxahachie | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751844139 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Medical Centers at Garland and McKinney | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037591 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Regional Medical Center at Grapevine | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751777119 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Regional Medical Center at Plano | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 820551704 | Acute Care Hospital | TX | 501(c)(3) | Line 3 | Baylor Health Care System | Yes (1) | |
| Baylor Research Institute | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751921898 | Research | TX | 501(c)(3) | Line 4 | Baylor Health Care System | Yes (1) | |
| Baylor Scott & White Health | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 463131350 | Management Services | TX | 501(c)(3) | Line 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) | |
| Dallas County Indigent Care Corporation | |||||||||||
| PO Box 655999 | Dallas | TX | 75265 | 260610562 | Indigent Care | TX | 501(c)(3) | Line 11a, I | Baylor Health Care System | 0 | |
| HealthTexas Provider Network | |||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752536818 | Physician Services | TX | 501(c)(3) | Line 3 | Baylor Health Care System | 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Baylor Health Care System | Related | 0 | Yes (1) | 0.99000 | |||
| 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 | Baylor Health Care System | Related | 0 | Yes (1) | 0.65000 | $2,117,097 | $40,607,034 | |
| 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | 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 | C | Yes (1) | Baylor Health Care System | $18,815,692 | $4,874,924 | 1.00000 | |||||
| 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 | C | Yes (1) | Baylor Health Care System | $30,128 | $2,158,901 | 1.00000 | 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 | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (90 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Baylor All Saints Medical Center | ||
| A | $3,755,341 | GAAP |
| Baylor Health Enterprises LP | ||
| A | $119,829 | GAAP |
| Baylor Heart & Vascular Center LLP | ||
| A | $4,385,366 | GAAP |
| Baylor Regional Medical Center at Plano | ||
| A | $1,187,949 | GAAP |
| Baylor Research Institute | ||
| A | $4,428,869 | GAAP |
| Baylor University Medical Center | ||
| A | $4,599,963 | GAAP |
| HealthTexas Provider Network | ||
| A | $2,052,754 | GAAP |
| MEDCO Construction LLC | ||
| A | $959,835 | GAAP |
| Texas Health Ventures Group LLP | ||
| A | $10,052,441 | GAAP |
| Texas Heart Hospital of the Southwest LLP | ||
| A | $8,040,739 | GAAP |
| Baylor Health Care System Foundation | ||
| B | $5,000,000 | GAAP |
| HealthTexas Provider Network | ||
| B | $40,142,537 | GAAP |
| Baylor Medical Center at Irving | ||
| B | $100,000 | GAAP |
| Baylor Health Care System Foundation | ||
| C | $5,038,534 | GAAP |
| Baylor University Medical Center | ||
| K | $184,678 | GAAP |
| Baylor All Saints Medical Center | ||
| L | $52,609,355 | GAAP |
| Baylor Health Care System Foundation | ||
| L | $2,566,746 | GAAP |
| Baylor Health Enterprises LP | ||
| L | $1,295,048 | GAAP |
| Baylor Heart & Vascular Center LLP | ||
| L | $6,726,457 | GAAP |
| Baylor Medical Centers at Garland and McKinney | ||
| L | $50,066,512 | GAAP |
| Baylor Medical Center at Irving | ||
| L | $24,080,265 | GAAP |
| Baylor Medical Center at Waxahachie | ||
| L | $12,863,559 | GAAP |
| Baylor Regional Medical Center at Grapevine | ||
| L | $48,190,856 | GAAP |
| Baylor Regional Medical Center at Plano | ||
| L | $27,971,592 | GAAP |
| Baylor Research Institute | ||
| L | $3,955,535 | GAAP |
| Baylor Specialty Health Centers | ||
| L | $8,954,061 | GAAP |
| Baylor University Medical Center | ||
| L | $136,493,749 | GAAP |
| HealthTexas Provider Network | ||
| L | $28,330,498 | GAAP |
| HealthTexas Provider Network- Gastroenterology Services LLP | ||
| L | $206,698 | GAAP |
| MEDCO Construction LLC | ||
| L | $1,003,162 | GAAP |
| Baylor Medical Center at Carrollton | ||
| A | $184,654 | GAAP |
| Texas Heart Hospital of the Southwest LLP | ||
| L | $13,624,926 | GAAP |
| Baylor Medical Center at Irving | ||
| M | $410,849 | GAAP |
| Baylor University Medical Center | ||
| M | $362,071 | GAAP |
| HealthTexas Provider Network | ||
| M | $5,816,419 | GAAP |
| MEDCO Construction LLC | ||
| M | $3,911,314 | GAAP |
| Baylor All Saints Medical Center | ||
| Q | $737,006 | GAAP |
| Baylor Heart & Vascular Center LLP | ||
| Q | $83,159 | GAAP |
| Baylor Medical Centers at Garland and McKinney | ||
| Q | $494,708 | GAAP |
| Baylor Medical Center at Irving | ||
| Q | $156,670 | GAAP |
| Baylor Regional Medical Center at Grapevine | ||
| Q | $548,966 | GAAP |
| Baylor Regional Medical Center at Plano | ||
| Q | $218,316 | GAAP |
| Baylor Specialty Health Centers | ||
| Q | $112,215 | GAAP |
| Baylor University Medical Center | ||
| Q | $1,533,437 | GAAP |
| HealthTexas Provider Network | ||
| Q | $621,991 | GAAP |
| Texas Heart Hospital of the Southwest LLP | ||
| Q | $221,376 | GAAP |
| Baylor Medical Center at Waxahachie | ||
| Q | $103,621 | GAAP |
| BIR JV LLP | ||
| A | $2,928,555 | GAAP |
| BIR JV LLP | ||
| L | $2,712,723 | GAAP |
| Southern Sector Health Initiative | ||
| L | $787,476 | GAAP |
| Baylor All Saints Medical Center | ||
| S | $903,417 | GAAP |
| Baylor Medical Center at Carrollton | ||
| R | $262,830 | GAAP |
| Baylor University Medical Center | ||
| F | $65,000,000 | GAAP |
| BTDI JV LLP | ||
| A | $2,345,944 | GAAP |
| BIR JV LLP | ||
| M | $344,707 | GAAP |
| THVG Bariatric LLC | ||
| L | $561,790 | GAAP |
| Baylor Medical Center at Waxahachie | ||
| S | $412,957 | GAAP |
| Baylor Medical Centers at Garland and McKinney | ||
| S | $1,316,039 | GAAP |
| HealthTexas Provider Network | ||
| S | $4,456,484 | GAAP |
| Texas Heart Hospital of the Southwest LLP | ||
| S | $785,557 | GAAP |
| Health Care Insurance Company of Texas Ltd | ||
| B | $2,313,014 | GAAP |
| BTDI JV LLP | ||
| L | $485,559 | GAAP |
| Baylor Heart & Vascular Center LLP | ||
| M | $183,490 | GAAP |
| Baylor Medical Centers at Garland and McKinney | ||
| A | $10,467,167 | GAAP |
| Baylor Research Institute | ||
| Q | $85,878 | GAAP |
| Baylor Quality Health Care Alliance LLC | ||
| A | $52,091 | GAAP |
| Baylor Quality Health Care Alliance LLC | ||
| L | $381,725 | GAAP |
| Baylor Quality Health Care Alliance LLC | ||
| M | $5,930,436 | GAAP |
| Baylor Medical Center at Irving | ||
| S | $332,933 | GAAP |
| Baylor Regional Medical Center at Plano | ||
| S | $588,314 | GAAP |
| Baylor University Medical Center | ||
| S | $1,618,083 | GAAP |
| HealthTexas Provider Network | ||
| K | $156,748 | GAAP |
| Baylor Regional Medical Center at Grapevine | ||
| A | $221,172 | GAAP |
| Baylor Regional Medical Center at Grapevine | ||
| S | $1,252,862 | GAAP |
| Baylor Health Enterprises LP | ||
| Q | $55,350 | GAAP |
| Baylor Medical Center at Carrollton | ||
| Q | $72,285 | GAAP |
| Baylor Medical Center at Carrollton | ||
| L | $4,390,402 | GAAP |
| EBD JV LLP | ||
| A | $682,981 | GAAP |
| Baylor Medical Center at Waxahachie | ||
| A | $131,000 | GAAP |
| Baylor Health Services | ||
| F | $1,445,391 | GAAP |
| Baylor Institute for Rehabilitation | ||
| M | $294,731 | GAAP |
| Baylor Medical Center at Carrollton | ||
| M | $411,323 | GAAP |
| Baylor Research Institute | ||
| M | $148,085 | GAAP |
| Dallas Surgical Partners LLC | ||
| A | $102,140 | GAAP |
| Texas Health Ventures Group LLP | ||
| L | $187,228 | GAAP |
| Scott & White Healthcare | ||
| L | $104,986 | GAAP |
| Scott & White Healthcare | ||
| P | $79,882 | GAAP |
| Scott & White Healthcare | ||
| Q | $4,087,525 | GAAP |
| Scott & White Healthcare | ||
| R | $762,279 | GAAP |
| Baylor Health Services | ||
| S | $1,445,391 | GAAP |