SCOTT & WHITE HEALTHCARE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT & WHITE HEALTHCARE (EIN 26-4532547)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-14
- IRS object ID
- 201411959349301341
- Schema version
- 2012v2.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-14T16:24:47-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346565596 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19601 6th Avenue North Ste 1200 | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264532547 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Healthcare | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCOT | NameControl |
| Phone | 2542159256 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1 |
| City | Temple | City |
| State | TX | State |
| ZIP Code | 76508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Pryor MD | Name |
| Title | Chief Executive Officer | Title |
| Phone | 2547242111 | Phone |
| Date Signed | 2014-07-13 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathy H Pitts | Name |
| PTIN | P00292940 | PTIN |
| Phone | 2052541608 | Phone |
| Date Prepared | 2014-07-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Robert Pryor MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1 |
| City | Temple | City |
| State | TX | State |
| ZIP Code | 76508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 269142303 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sw.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O Supporting organization providing services to a network of clinics, acute care hospitals and related health care entities thatprovide the most personalized, comprehensive, high quality health care services enhanced by medical education and research. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 267483212 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 85362 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 162116 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 0 | TotalRevenuePriorYear |
| Total Revenue Current Year | 267730690 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7596802 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 117718841 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 0 | OtherExpensePriorYear |
| Other Expenses Current Year | 157112277 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 0 | TotalExpensesPriorYear |
| Total Expenses Current Year | 282427920 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -14697230 | RevenuesLessExpensesCY |
| Total Assets BOY | 1830984411 | TotalAssetsBOY |
| Total Assets EOY | 2120133927 | TotalAssetsEOY |
| Total Liabilities BOY | 967374397 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1263713002 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 863610014 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 856420925 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To provide the most personalized, comprehensive and highest quality health care, enhanced by medical education and research. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 259206690 | Expense |
| Grants | 7596802 | Grants |
| Revenue | 267589179 | Revenue |
| Description | See Schedule OScott & White provides personalized, comprehensive, high quality health care services enhanced by medical education and research through 13 acute care hospital facilities, one additional announced facility, a 215,000+ member regional health plan serving residents in a 29,000-square mile service area, and one of the nation's largest multi-specialty group practices with more than 140 clinics at over 70 clinic locations providing care in 46 medical specialties. Scott & White Healthcare ("SWHC")(EIN: 26-4532547) is parent corporation of the Scott & White Healthcare System (the "System"). The Scott & White Healthcare Foundation ("SWF")(EIN: 27-3513154), a subsidiary of SWHC, raises funds for the priority programs and services of the entire Scott & White System. The Scott & White Healthcare System had more than 14,000 employees, including over 1,200 physicians and scientists and 300+ advanced practice professionals during the fiscal year ending August 31, 2013, and served over 537,000 patients accounting for 2.5 million patient visits. Scott & White Memorial Hospital ("SWMH"), located in Temple, Texas, is the flagship hospital of the Scott & White Healthcare System and is the only Level I Trauma Center between Dallas and Austin, Texas. The McLane Children's Hospital Scott & White is the only stand-alone children's hospital between Dallas and Austin, Texas.The hospitals in the Scott & White Healthcare System reported community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas statutory methodology) of $223,575,612. | Description |
| Total Program Service Expense | 259206690 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jon Malone | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2542159259 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 S 31st Street | AddressLine1 |
| City | Temple | City |
| State | TX | State |
| ZIP Code | 76508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Louis S Casey Jr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Wayne Fisher | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Glen E Roney | ||||||||||
| Trustee, Vice Chairman | 1.00 | X | 0 | 0 | 0 | X | ||||
| Morris E Foster | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Ross McKnight | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Nancy W Dickey MD | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Drayton McLane Jr | ||||||||||
| Trustee, Chairman | 1.00 | X | 0 | 0 | 0 | X | ||||
| James H Mills | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Donald R Grobowsky | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Lyndon L Olson Jr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Anita Perry | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| L Gill Naul MD | ||||||||||
| Trustee, Treasurer | 1.00 | X | 0 | 731151 | 53799 | X | 40.00 | |||
| Michael D Reis MD | ||||||||||
| Trustee | 1.00 | X | 0 | 499300 | 51409 | 40.00 | ||||
| Robert A Probe MD | ||||||||||
| Trustee | 1.00 | X | 0 | 816096 | 57356 | 40.00 | ||||
| Michael L Middleton MD | ||||||||||
| Trustee, Secretary | 1.00 | X | 0 | 418110 | 51542 | X | 40.00 | |||
| Andrejs E Avots-Avotins MD | ||||||||||
| Trustee, First Vice President | 1.00 | X | 0 | 533290 | 53781 | X | 40.00 | |||
| Robert W Pryor MD | ||||||||||
| Trustee, President, Chief Executive Officer | 40.00 | X | 0 | 1202973 | 52070 | X | ||||
| William L Rayburn MD | ||||||||||
| Trustee, Second Vice President | 1.00 | X | 0 | 625334 | 54941 | X | 40.00 | |||
| Madhava R Beeram MD | ||||||||||
| Trustee | 1.00 | X | 0 | 474217 | 52056 | 40.00 | ||||
| Alejandro C Arroliga MD | ||||||||||
| Trustee | 1.00 | X | 0 | 600859 | 53332 | 40.00 | ||||
| Stephen Sibbitt MD | ||||||||||
| Trustee | 1.00 | X | 0 | 536178 | 52358 | 40.00 | ||||
| Robert Garriott | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Kenneth W Starr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Jack Martin | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Patricia M Currie | ||||||||||
| Assistant Secretary, Chief Operating Officer | 40.00 | 0 | 735763 | 53681 | X | |||||
| Dick L Dixon | ||||||||||
| Assistant Treasurer, Chief Financial Officer | 40.00 | 0 | 641174 | 52540 | X | |||||
| Francis P Anderson | ||||||||||
| Assistant Treasurer | 40.00 | 0 | 332403 | 50518 | X | |||||
| James L Carroll | ||||||||||
| Assistant Secretary,Chief Legal Counsel | 40.00 | 0 | 511014 | 46414 | X | |||||
| Cynthia B Dunlap | ||||||||||
| System Chief Nursing Executive | 40.00 | 0 | 308906 | 45842 | X | |||||
| Glen R Couchman MD | ||||||||||
| System Chief Medical Officer | 40.00 | 0 | 741071 | 53113 | X | |||||
| Matthew L Chambers | ||||||||||
| System Chief Information Officer | 40.00 | 0 | 536594 | 54371 | X | |||||
| Marc R Hallee | ||||||||||
| System Chief Human Resources Officer | 40.00 | 0 | 496688 | 46603 | X | |||||
| Stephen F Sullivan | ||||||||||
| System Chief Strategy Officer | 40.00 | 0 | 272378 | 12785 | X | |||||
| Lisa L Havens | ||||||||||
| Senior Vice President Legal | 40.00 | 0 | 300933 | 50361 | X | |||||
| Nikhil P Reddy | ||||||||||
| Senior Vice President Information Services | 40.00 | 0 | 291058 | 3845 | X | |||||
| Steven E Hoeft | ||||||||||
| Chief Executive Officer ILHS | 40.00 | 0 | 325158 | 16932 | X | |||||
| John C Cook | ||||||||||
| Vice President Payor Relations | 40.00 | 0 | 256150 | 49119 | X | |||||
| Mary D Brandt | ||||||||||
| Vice President Health Information Systems | 40.00 | 0 | 251184 | 41689 | X | |||||
| Philip S Profeta | ||||||||||
| Senior Vice President Supply Chain Services | 40.00 | 0 | 253081 | 40678 | X | |||||
| Nancy C Merritt | ||||||||||
| Senior Vice President Compliance | 40.00 | 0 | 251262 | 37261 | X | |||||
| Peter S Brumleve | ||||||||||
| Former Key Employee, System Chief Strategy Officer | 40.00 | 0 | 199976 | 14740 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 13142301 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1203136 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KPMG LLP | |||||
| PO Box 120754 | Dallas | TX | 753120754 | Consulting | 1687085 |
| MModal Services Ltd | |||||
| 5000 Meridian Blvd | Franklin | TN | 37067 | Transcription | 1306338 |
| Kitchell Contractors Inc | |||||
| 1707 E Highland Ave 200 | Phoenix | AZ | 85016 | Construction | 1187833 |
| PFS Group | |||||
| 7670 Woodway Ste 250 | Houston | TX | 77063 | Collection Services | 926308 |
| Ernst & Young LLP | |||||
| 3712 Solutions Center | Chicago | IL | 606773007 | Consulting | 820063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 82 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Corporate Services | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 267483212 | TotalRevenueColumn |
| Related Or Exempt Function Income | 267483212 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 267483212 | TotalProgramServiceRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 243035 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 186886 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 56149 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56149 | TotalRevenueColumn |
| Exclusion | $56,149 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140281 | Securities |
| Other | 1169808 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 1224727 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140281 | Securities |
| Other | -54919 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85362 | TotalRevenueColumn |
| Exclusion | $85,362 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 900001 | BusinessCode |
| Total Revenue Column | 105967 | TotalRevenueColumn |
| Related Or Exempt Function Income | 105967 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 105967 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 267730690 | TotalRevenueColumn |
| Related Or Exempt Function Income | 267589179 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $141,511 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7596802 | Total |
| Program Services | 7596802 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6239083 | Total |
| Management And General | 6239083 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90611950 | Total |
| Program Services | 84774785 | ProgramServices |
| Management And General | 5837165 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4907091 | Total |
| Program Services | 4590979 | ProgramServices |
| Management And General | 316112 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9174978 | Total |
| Program Services | 8583932 | ProgramServices |
| Management And General | 591046 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6785739 | Total |
| Program Services | 6348606 | ProgramServices |
| Management And General | 437133 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2672865 | Total |
| Management And General | 2672865 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1111116 | Total |
| Management And General | 1111116 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421000 | Total |
| Management And General | 421000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356509 | Total |
| Management And General | 356509 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69539772 | Total |
| Program Services | 69539772 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4471217 | Total |
| Program Services | 4183184 | ProgramServices |
| Management And General | 288033 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20322674 | Total |
| Program Services | 19013500 | ProgramServices |
| Management And General | 1309174 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21405154 | Total |
| Program Services | 20026247 | ProgramServices |
| Management And General | 1378907 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7755569 | Total |
| Program Services | 7255960 | ProgramServices |
| Management And General | 499609 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2407598 | Total |
| Program Services | 2252502 | ProgramServices |
| Management And General | 155096 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24967360 | Total |
| Program Services | 23358978 | ProgramServices |
| Management And General | 1608382 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Dues & Subscriptions | 997566 | 997566 |
| Recruitment | 429151 | 429151 |
| Community Benefit | 115273 | 115273 |
| Outreach Materials | 59524 | 59524 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79929 | Total |
| Program Services | 79929 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282427920 | Total |
| Program Services | 259206690 | ProgramServices |
| Management And General | 23221230 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13820140 | BOY |
| EOY | 16029335 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143651321 | BOY |
| EOY | 132682532 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 41642 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 481091329 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 160376358 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36581881 | BOY |
| EOY | 320714971 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1487191585 | BOY |
| EOY | 1478818490 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149739484 | BOY |
| EOY | 171846957 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1830984411 | BOY |
| EOY | 2120133927 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 69382626 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 171926 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 681382632 | BOY |
| EOY | 1004350844 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106225000 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35300000 | BOY |
| EOY | 99779824 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144466765 | BOY |
| EOY | 90027782 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 967374397 | BOY |
| EOY | 1263713002 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 748947794 | BOY |
| EOY | 722638686 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76668461 | BOY |
| EOY | 92274878 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37993759 | BOY |
| EOY | 41507361 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 863610014 | BOY |
| EOY | 856420925 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1830984411 | BOY |
| EOY | 2120133927 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -14697230 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7508141 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (13 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| Scott & White Memorial Hospital | |||
| 741166904 | 3 | 1 | $0 |
| Scott & White Clinic | |||
| 742958277 | 9 | 1 | $0 |
| Scott & White Hospital-Round Rock | |||
| 203749695 | 3 | 1 | $0 |
| Scott & White Continuing Care Hospital | |||
| 202850920 | 3 | 1 | $0 |
| Scott & White Hospital Brenham | |||
| 742519752 | 3 | 0 | $0 |
| Scott & White Hospital-Llano | |||
| 273026151 | 3 | 0 | $0 |
| Scott & White Hospital-Taylor | |||
| 741595711 | 3 | 0 | $0 |
| Scott & White Hospital-College Station | |||
| 274434451 | 3 | 0 | $0 |
| Hillcrest Baptist Medical Center | |||
| 741161944 | 3 | 0 | $0 |
| Scott & White Foundation Brenham | |||
| 742460815 | 9 | 0 | $0 |
| Scott & White Healthcare Foundation | |||
| 273513154 | 9 | 0 | $7,154,028 |
| Scott & White EMS Inc | |||
| 753242749 | 9 | 0 | $0 |
| Scott & White Health Plan | |||
| 742052197 | 9 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 13 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 7154028 | SumOfAmounts |
| General Explanation | Schedule A, Part IV, Supplemental Information: Scott & White Healthcare's activities are to provide significant benefits for the Scott & White Healthcare System, principally in the areas of board oversight and governance, management efficiency, and financing. These services are provided to the organizations listed in Schedule A Part I, Line 11h, as well as all entities in the Scott & White Healthcare System. | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $17,064 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $516,297 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 533361 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV, Supplemental Information: | Identifier |
| Explanation | Part II-B, Line 1(f) and Line 1(g): Scott & White Healthcare ("SWHC") maintains memberships in the Texas Hospital Association and other medical associations. A percentage of the dues paid to those organizations is attributed to lobbying activities and is reported as grants to other organizations for lobbying purposes. The organization retains the services of professional lobbyists, and in-house staff personnel maintain contact with legislators regarding issues pertinent to the Scott & White Healthcare System. | Explanation |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139308471 | OtherCostOrOtherBasis |
| Depreciation | 414236 | Depreciation |
| Book Value | 138894235 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 304591745 | OtherCostOrOtherBasis |
| Depreciation | 159962122 | Depreciation |
| Book Value | 144629623 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37191113 | OtherCostOrOtherBasis |
| Book Value | 37191113 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 320714971 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investments in Subsidiaries | Description |
| Book Value | 1478818490 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1478818490 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Capitalized Finance Costs | 8113028 |
| Interest in Supporting Foundation | 163733929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 171846957 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Interest Rate Swaps | Description |
| Amount | $90,027,782 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 90027782 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | Fin 48 (ASC 740) Footnote: Scott & White evaluates its income tax positions in accordance with ASC 740, Income Taxes, regarding accounting for uncertainty in income taxes. ASC 740 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. There are no material uncertain income tax positions as of August 31, 2013 or 2012. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||
| 2433 Ridgepoint Drive | Austin | TX | 78754 | 741185665 | 501(c)(3) | 10500 | General Support |
| American Diabetes Association | |||||||
| 1701 N Deauregard Street | Alexandria | VA | 22311 | 131623888 | 501(c)(3) | 7500 | General Support |
| American Heart Association | |||||||
| 7272 Greenvil Ave | Dallas | TX | 75231 | 133561379 | 501(c)(3) | 10000 | General Support |
| BCS Marathon | |||||||
| PO Box 3005 | Bryan | TX | 77805 | 452725005 | 501(c)(3) | 30000 | General Support |
| Churches Touching Lives for Christ | |||||||
| PO Box 4482 | Temple | TX | 76505 | 742724033 | 501(c)(3) | 12000 | General Support |
| Cultural Activities Center | |||||||
| 3011 N 3rd St | Temple | TX | 76501 | 741337244 | 501(c)(3) | 70000 | General Support |
| Greater Killeen Free Clinic Inc | |||||||
| 718 N 2nd Street No A | Killeen | TX | 76541 | 742724725 | 501(c)(3) | 35000 | General Support |
| McLennan Community College | |||||||
| 1400 College Dr | Waco | TX | 76708 | 742550278 | 501(c)(3) | 16668 | General Support |
| Metroplex Health System Foundation | |||||||
| 2201 S Clear Creek Rd | Killeen | TX | 76549 | 592219301 | 501(c)(3) | 28000 | General Support |
| Ralph Wilson Youth Club | |||||||
| PO Box 1346 | Temple | TX | 76503 | 741539786 | 501(c)(3) | 6000 | General Support |
| Temple Chamber of Commerce | |||||||
| PO Box 158 | Temple | TX | 76503 | 740935565 | 501(c)(6) | 54106 | General Support |
| Temple Civic Theatre | |||||||
| 2413 South 13th Street | Temple | TX | 76504 | 741618326 | 501(c)(3) | 15000 | General Support |
| Temple College | |||||||
| 2600 South 1st Street | Temple | TX | 76504 | 742257300 | 501(c)(3) | 78000 | General Support |
| Temple Symphony Orchestra | |||||||
| 100 West Adams Mailbox 10 | Temple | TX | 76501 | 742778141 | 501(c)(3) | 20000 | General Support |
| Texas Cultural Trust | |||||||
| 823 Congress Avenue | Austin | TX | 78701 | 742778878 | 501(c)(3) | 10000 | General Support |
| United Way of Central Texas | |||||||
| PO Box 1312 | Temple | TX | 76503 | 742575728 | 501(c)(3) | 15000 | General Support |
| Scott & White Healthcare Foundation | |||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273513154 | 501(c)(3) | 7154028 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 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 fulfill an identified community need, serve an underserved population, be in line with the mission of the organization, or provide the organization opportunities to build relationships with the community members and nonprofit organizations serving the community. For related organizations, all grants and other assistance are subject to the policies and procedures set forth by Scott & White Healthcare 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 given as a restricted gift and the receiving organization must sign a statement indicating they will use the funds for the stated purpose. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (27 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| L Gill Naul MD | ||||||||||||||
| Trustee, Treasurer | 0 | 662498 | 0 | 65000 | 0 | 3653 | 0 | 32500 | 0 | 21299 | 0 | 784950 | 0 | 0 |
| Michael D Reis MD | ||||||||||||||
| Trustee | 0 | 423265 | 0 | 72000 | 0 | 4035 | 0 | 32500 | 0 | 18909 | 0 | 550709 | 0 | 0 |
| Robert A Probe MD | ||||||||||||||
| Trustee | 0 | 743511 | 0 | 70521 | 0 | 2064 | 0 | 32500 | 0 | 24856 | 0 | 873452 | 0 | 0 |
| Michael L Middleton MD | ||||||||||||||
| Trustee, Secretary | 0 | 416403 | 0 | 633 | 0 | 1074 | 0 | 32500 | 0 | 19042 | 0 | 469652 | 0 | 0 |
| Andrejs E Avots-Avotins MD | ||||||||||||||
| Trustee, First Vice President | 0 | 521642 | 0 | 8980 | 0 | 2668 | 0 | 32500 | 0 | 21281 | 0 | 587071 | 0 | 0 |
| Robert W Pryor MD | ||||||||||||||
| Trustee, President, Chief Executive | 0 | 895623 | 0 | 300000 | 0 | 7350 | 0 | 32500 | 0 | 19570 | 0 | 1255043 | 0 | 0 |
| William L Rayburn MD | ||||||||||||||
| Trustee, Second Vice President | 0 | 528372 | 0 | 94000 | 0 | 2962 | 0 | 32500 | 0 | 22441 | 0 | 680275 | 0 | 0 |
| Madhava R Beeram MD | ||||||||||||||
| Trustee | 0 | 431998 | 0 | 40000 | 0 | 2219 | 0 | 32500 | 0 | 19556 | 0 | 526273 | 0 | 0 |
| Alejandro C Arroliga MD | ||||||||||||||
| Trustee | 0 | 542498 | 0 | 57000 | 0 | 1361 | 0 | 32500 | 0 | 20832 | 0 | 654191 | 0 | 0 |
| Stephen Sibbitt MD | ||||||||||||||
| Trustee | 0 | 435416 | 0 | 100000 | 0 | 762 | 0 | 32500 | 0 | 19858 | 0 | 588536 | 0 | 0 |
| Patricia M Currie | ||||||||||||||
| Assistant Secretary, Chief Operating | 0 | 540415 | 0 | 192500 | 0 | 2848 | 0 | 32500 | 0 | 21181 | 0 | 789444 | 0 | 0 |
| Dick L Dixon | ||||||||||||||
| Assistant Treasurer, Chief Financial | 0 | 431778 | 0 | 207750 | 0 | 1646 | 0 | 32500 | 0 | 20040 | 0 | 693714 | 0 | 0 |
| Francis P Anderson | ||||||||||||||
| Assistant Treasurer | 0 | 263244 | 0 | 67750 | 0 | 1409 | 0 | 32500 | 0 | 18018 | 0 | 382921 | 0 | 0 |
| James L Carroll | ||||||||||||||
| Assistant Secretary,Chief Legal Coun | 0 | 375213 | 0 | 132300 | 0 | 3501 | 0 | 32500 | 0 | 13914 | 0 | 557428 | 0 | 0 |
| Cynthia B Dunlap | ||||||||||||||
| System Chief Nursing Executive | 0 | 245315 | 0 | 62750 | 0 | 841 | 0 | 32500 | 0 | 13342 | 0 | 354748 | 0 | 0 |
| Glen R Couchman MD | ||||||||||||||
| System Chief Medical Officer | 0 | 545222 | 0 | 192500 | 0 | 3349 | 0 | 32500 | 0 | 20613 | 0 | 794184 | 0 | 0 |
| Matthew L Chambers | ||||||||||||||
| System Chief Information Officer | 0 | 392598 | 0 | 140000 | 0 | 3996 | 0 | 32500 | 0 | 21871 | 0 | 590965 | 0 | 0 |
| Marc R Hallee | ||||||||||||||
| System Chief Human Resources Officer | 0 | 366554 | 0 | 129750 | 0 | 384 | 0 | 32500 | 0 | 14103 | 0 | 543291 | 0 | 0 |
| Stephen F Sullivan | ||||||||||||||
| System Chief Strategy Officer | 0 | 230513 | 0 | 40833 | 0 | 1032 | 0 | 0 | 0 | 12785 | 0 | 285163 | 0 | 0 |
| Lisa L Havens | ||||||||||||||
| Senior Vice President Legal | 0 | 249249 | 0 | 51250 | 0 | 434 | 0 | 32500 | 0 | 17861 | 0 | 351294 | 0 | 0 |
| Nikhil P Reddy | ||||||||||||||
| Senior Vice President Information Se | 0 | 249279 | 0 | 32893 | 0 | 8886 | 0 | 0 | 0 | 3845 | 0 | 294903 | 0 | 0 |
| Steven E Hoeft | ||||||||||||||
| Chief Executive Officer ILHS | 0 | 240023 | 0 | 83542 | 0 | 1593 | 0 | 0 | 0 | 16932 | 0 | 342090 | 0 | 0 |
| John C Cook | ||||||||||||||
| Vice President Payor Relations | 0 | 219998 | 0 | 34000 | 0 | 2152 | 0 | 32500 | 0 | 16619 | 0 | 305269 | 0 | 0 |
| Mary D Brandt | ||||||||||||||
| Vice President Health Information Sy | 0 | 218057 | 0 | 32250 | 0 | 877 | 0 | 32500 | 0 | 9189 | 0 | 292873 | 0 | 0 |
| Philip S Profeta | ||||||||||||||
| Senior Vice President Supply Chain S | 0 | 218469 | 0 | 33250 | 0 | 1362 | 0 | 32500 | 0 | 8178 | 0 | 293759 | 0 | 0 |
| Nancy C Merritt | ||||||||||||||
| Senior Vice President Compliance | 0 | 217543 | 0 | 33250 | 0 | 469 | 0 | 28159 | 0 | 9102 | 0 | 288523 | 0 | 0 |
| Peter S Brumleve | ||||||||||||||
| Former Key Employee, System Chief St | 0 | 118744 | 0 | 0 | 0 | 81232 | 0 | 10219 | 0 | 4521 | 0 | 214716 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 3 | The compensation review process is performed annually. All physician compensation is reviewed including pay, production data and total compensation. The physician compensation is then benchmarked against industry standards using data from ten different industry surveys. This review is performed by an independent consultant and presented to the Scott & White Healthcare Board of Trustees Compensation Committee. Scott & White Healthcare ("SWHC")(EIN: 26-4532547) is the parent corporation of the Scott & White Healthcare System (the "System"). System Officers along with regional Chief Executive Officers and Chief Medical Officers are reviewed annually. An independent consultant compares total compensation to benchmark surveys. The Scott & White Healthcare Board of Trustees Compensation Committee reviews the compensation and comparability data annually. |
| Part I, Line 7 | Discretionary bonuses are an element of various Scott & White Healthcare System (the "System") compensation plans. The Scott & White Healthcare Board of Trustees, which is the governing body of the Scott & White Healthcare System and the Board Compensation Committee have approved plans designed to measure performance based on differing job functions. The Board of Trustees approves the bonus pools reserved for the various plans. The Board of Trustees determines and approves the bonus, if any, for the System's Chief Executive Officers and other executive level personnel. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Tarrant Co Cultural Educ Facilities Finance Corp Hospital Rev Bonds 2008A | ||||||||
| A | 043833551 | 87638QAL3 | 2008-06-11 | 236395000 | Current refund series 2006, issued 11/6/2006 | 0 | 0 | 0 |
| Tarrant Co Cultural Educ Facilities Finance Corp Hospital Rev Bonds 2008A | ||||||||
| B | 043833551 | 87638QBD0 | 2008-08-27 | 171900349 | Current refund series 2001, issued 12/2001 and series 2000B,issued 5/2001 | 0 | 0 | 0 |
| Tarrant Co Cultural Educ Facilities Finance Corp Hospital Rev Bonds 2008A | ||||||||
| C | 043833551 | 87638QES4 | 2010-06-24 | 347308677 | Current refund series 2007 private placement bonds, new construction | 0 | 0 | 0 |
| Tarrant Co Cultural Educ Facilities Finance Corp Hospital Rev Bonds | ||||||||
| D | 043833551 | 2010-10-01 | 56225000 | Current refund series 2008-3, issued 6/2008 | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capitalized InterestCapitalizedInterest | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 150620000 | 236882077 | 1402976 | 472374 | 38234577 | 196772150 | 2008 | 1 | 0 | 1 | 1 | ||
| B | 23655000 | 171900349 | 930299 | 170970050 | 2008 | 1 | 0 | 1 | 1 | ||||
| C | 6560000 | 348985522 | 4176998 | 205712919 | 21681306 | 2010 | 1 | 0 | 0 | 0 | 43354409 | 74059890 | |
| D | 56225000 | 56225000 | 2010 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 1 | 1 | 1 | 0.00050 | 0.00050 | 0 | 0 | 1 |
| C | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 1 | |||
| D | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (16 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule K Part IV, Arbitrage, Line 2c | Date Rebate Computation Performed | Issuer Name: Tarrant Co Cultural Educ Facilities Finance Corp Hospital Rev Date the Rebate Computation was Performed: 08/08/2013 Issuer Name: Tarrant Co Cultural Educ Facilities Finance Corp Hospital Rev Date the Rebate Computation was Performed: 10/30/2013 |
| Part II, Line 3, Column A Entity 1 | The difference between Part I, Line 3, Column (e) and Part II, Line 3 is due to investment earnings of $487,077. | |
| Part II, Line 3, Column C Entity 1 | The difference between Part I, Line 3, Column (e) and Part II, Line 3 is due to investment earnings of $1,676,845. | |
| Part II, Line 3, Column A Entity 2 | The difference between Part I, Line 3, Column (e) and Part II, Line 3 is due to investment earnings of $3,542. | |
| Part IV, Line 7, Column A Entity 1 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part IV, Line 7, Column B Entity 1 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part IV, Line 7, Column C Entity 1 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part IV, Line 7, Column D Entity 1 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part IV, Line 7, Column A Entity 2 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part IV, Line 7, Column B Entity 2 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part V, Column A Entity 1 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance to ensure the violations of federal tax requirements are timely identified and corrected through VCAP if self-remediation is not available under applicable regulations. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part V, Column B Entity 1 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance to ensure the violations of federal tax requirements are timely identified and corrected through VCAP if self-remediation is not available under applicable regulations. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part V, Column C Entity 1 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance to ensure the violations of federal tax requirements are timely identified and corrected through VCAP if self-remediation is not available under applicable regulations. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part V, Column D Entity 1 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance to ensure the violations of federal tax requirements are timely identified and corrected through VCAP if self-remediation is not available under applicable regulations. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part V, Column A Entity 2 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance to ensure the violations of federal tax requirements are timely identified and corrected through VCAP if self-remediation is not available under applicable regulations. The organization anticipates these procedures will be adopted within the next fiscal year. | |
| Part V, Column B Entity 2 | While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to tax exempt bond post-issuance compliance to ensure the violations of federal tax requirements are timely identified and corrected through VCAP if self-remediation is not available under applicable regulations. The organization anticipates these procedures will be adopted within the next fiscal year. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Tarrant Co Cultural Educ Facilities Finance Corp | ||||||||
| A | 043833551 | 87638QGS2 | 2013-03-13 | 279097876 | Advanced refund of Hillcrest FHA bonds issued 12/28/2006 | 0 | 0 | 0 |
| Tarrant Co Cultural Educ Facilities Finance Corp | ||||||||
| B | 043833551 | 2013-03-28 | 94395000 | Advanced refund of Hillcrest FHA bonds issued 12/28/2006 | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Capitalized InterestCapitalizedInterest | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1035000 | 279101418 | 1986852 | 16817401 | 201692305 | 58604860 | 2013 | 0 | 1 | 0 | 0 |
| B | 94395000 | 94395000 | 2013 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Phillip Couchman | |||
| Family of Key Employee | 59332 | Employee of the Scott & White Healthcare System. | 0 |
| Jarrod Pryor | |||
| Family of Officer | 101038 | Employee of the Scott & White Healthcare System. | 0 |
| Brett Dixon | |||
| Family of Officer | 58743 | Employee of the Scott & White Healthcare System. | 0 |
| Kristin Murphy | |||
| Family of Officer | 89531 | Employee of the Scott & White Healthcare System. | 0 |
| Michelle Hallee | |||
| Family of Key Employee | 115931 | Employee of the Scott & White Healthcare System. | 0 |
| Glen Roney-Compass Bank Board of Di | |||
| Officer of Scott & White Healthcare | 1296598 | Glen Roney is a Director at Compass Bank, with whom the organization maintains lines of credit and pays interest and fees on that debt. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Changes in Program Services | Form 990, Part III, line 3 | Scott & White Healthcare ("SWHC") assumed many of the oversight, governance, management, and financing roles previously held by Scott & White Memorial Hospital ("SWMH") for the Scott & White Healthcare System (the "System"). Beginning September 1, 2012 SWHC began supporting the operational needs of the System. |
| Form 990, Part V, Line 1a: Scott & White Healthcare ("SWHC") does not file Forms 1096 or 1099. All expenditures for goods and services are made by Scott & White Memorial Hospital ("SWMH"), which has filed all required reporting forms. | ||
| Form 990, Part V, Line 2a: Employees of the Scott & White Healthcare System are employed by Scott & White Memorial Hospital ("SWMH")(EIN: 74-1166904) or Scott & White Clinic ("SWC")(EIN: 74-2958277). This is done to achieve parity and consistency in compensation and benefits offered to employees and to reduce administration costs. Consistent with this practice, employee Form W-2's are filed by Scott & White Memorial Hospital or Scott & White Clinic. For financial reporting purposes, compensation, benefits and other employee costs are assigned to the Scott & White entity for which services are rendered. Oversight of and responsibility for the activities of employees are vested in the board of directors and management of the Scott & White entity to which such employees are assigned. All required employment forms have been filed by Scott & White Memorial Hospital and Scott & White Clinic. | ||
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared and reviewed by Scott & White Healthcare's ("SWHC") 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. 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 | Persons with an actual or perceived ability to influence the organization have a 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. Scott & White Healthcare ("SWHC")Board of Trustees Audit and Compliance Committee and the SWHC Corporate Compliance Committee reviewed 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 | The compensation review process is performed annually. All physician compensation is reviewed; including pay, production data, and total compensation. The physician compensation is then benchmarked against industry standards using data from ten different industry surveys. This review is performed by an independent consultant and presented to the Scott & White Healthcare Board of Trustees Compensation Committee. Scott & White Healthcare ("SWHC")(EIN: 26-4532547) is the parent corporation of the Scott & White Healthcare System (the "System"). System Officers along with regional Chief Executive Officers and Chief Medical Officers are reviewed annually. An independent consultant compares total compensation to benchmark surveys. The Scott & White Healthcare Board of Trustees Compensation Committee reviews the compensation and comparability data annually. | |
| Form 990, Part VI, Section C, line 19 | The Scott & White governing documents and Conflict of Interest Policy (Tax) are available to the public upon request. This entity does not have separately audited financial statements. The audited financial statements of the Scott & White Healthcare System are available at http://www.dacbond.com and upon request. | |
| Part VI, Line 16b: To protect the assets of the exempt organization one or both of the following actions may be taken: Board of director representation or majority ownership. While not formally adopted as of the organizations tax year end, the organization is in the process of formalizing a written policy to incorporate the previous measures, and take additional steps to safeguard the assets in these ventures. The organization anticipates these procedures will be adopted within the next fiscal year. | ||
| Part VI, Line 14: While not formally adopted as of the organization's tax year end, written policies and procedures have been drafted by the organization that address the procedures followed with respect to written document retention and destruction compliance. The organization anticipates these procedures will be adopted within the next fiscal year. | ||
| Form 990, Part VII: Average hours per week recorded in column B for the Officers, Directors, Key Employees and Highly Compensated Employees represent total hours worked for the entire Scott & White Healthcare System. | ||
| Other Fees | Form 990, Part IX, line 11g | Contract Labor: Program service expenses 3,649,708. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,649,708. Other Purchased Services: Program service expenses 62,168,272. Management and general expenses 0. Fundraising expenses 0. Total expenses 62,168,272. Repairs: Program service expenses 3,721,792. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,721,792. |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 9: | Change in Subsidiaries -2,177,140. Transfer to or from SWMH-Liability Reserve 9,685,644. Other -363. |
| Form 5471 | Disclosure Statement Related to Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer: Under the constructive ownership rules of IRC Sections 958(a) and (b). The taxpayer is required to file Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, as a Category 5 filer with respect to certain controlled foreign corporations (CFCs). These filing requirements are or will be satisfied through the filing of Forms 5471 for these CFCs by other U.S. taxpayers identified below who have the same filing requirement. Taxpayer Name: Scott & White Memorial Hospital Taxpayer Address: 2401 S. 31st Street Temple, TX 76508 Taxpayer Identification Number of U.S. tax return with which the Forms 5471 were or will be filed: 74-1166904 IRS Service Center where U.S. tax return was or will be filed: efile |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Memorial Hospital | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741166904 | Hospital Services | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | 1 |
| Scott & White Clinic | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742958277 | Physician Services | TX | 501(c)(3) | Line 9 | Scott & White Healthcare | 1 |
| Scott & White Hospital-Round Rock | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 203749695 | Hospital Services | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | 1 |
| Scott & White Continuing Care Hospital | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 202850920 | Hospital Services | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | 1 |
| Scott & White EMS Inc | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 753242749 | Emergency Transportation | TX | 501(c)(3) | Line 9 | Scott & White Memorial Hospital | 1 |
| Scott & White Hospital-Taylor | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741595711 | Hospital Services | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | 1 |
| Scott & White Hospital-Llano | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273026151 | Hospital Services | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | 1 |
| Scott & White Hospital-College Station | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 274434451 | Hospital Services | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | 1 |
| Scott & White Hospital-Brenham | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742519752 | Hospital Services | TX | 501(c)(3) | Line 3 | Scott & White Healthcare | 1 |
| Scott & White Healthcare Foundation | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273513154 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Healthcare | 1 |
| Scott & White Health Plan | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742052197 | HMO/Insurance | TX | 501(c)(4) | Scott & White Healthcare | 1 | |
| Brenham Hospital Services Corporation | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742605157 | Operational Support | TX | 501(c)(3) | Line 11a, I | Scott & White Healthcare | 1 |
| Scott & White Foundation-Brenham | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742460815 | Fundraising | TX | 501(c)(3) | Line 7 | Scott & White Hospital-Brenham | 1 |
| Brenham Care Center | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742663229 | Healthcare | TX | 501(c)(3) | Line 9 | Scott & White Hospital-Brenham | 1 |
| Hillcrest Baptist Medical Center | ||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 741161944 | Hospital Services | TX | 501(c)(3) | Line 3 | Scott & White Memorial Hospital | 1 |
| Hillcrest Family Health Center | ||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742730350 | Physician Services | TX | 501(c)(3) | Line 11c, III-FI | Hillcrest Baptist Medical Center | 1 |
| Hillcrest Physician Services | ||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742967081 | Physician Services | TX | 501(c)(3) | Line 11c, III-FI | Hillcrest Baptist Medical Center | 1 |
| Scott & White Hospital-Marble Falls | ||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 464007700 | Hospital Services | TX | Applied for 501 (c) | Applied for Line 3 | Scott & White Healthcare | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESWCT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10077 Grogans Mill Rd Ste 100 | AddressLine1 |
| City | The Woodlands | City |
| State | TX | State |
| ZIP Code | 77380 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900899017 | EIN |
| Primary Activity | Investment | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Properties Holdings Inc | |||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 452920596 | Investment | TX | Scott & White Memorial Hospital | C | 1 | ||||||
| Scott & White Properties | |||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742497061 | Hotel Services | TX | Scott & White Properties Management LLC | C | 1 | ||||||
| Scott & White Assurance | |||||||||||||||
| 980589956 | Investment | Scott & White Memorial Hospital | C | 1 | 23 Lime Tree Bay | Grand Cayman | CJ | CJ | |||||||
| Hillcrest Holdings Inc | |||||||||||||||
| 3000 Herring St | Waco | TX | 76708 | 742793367 | Operational Support | TX | C | 1 | N/A | ||||||
| Atumida | |||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 270583030 | Research | TX | C | 1 | N/A | ||||||
| Insurance Company of Scott & White | |||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 743092083 | Insurance | TX | Scott & White Health Plan | C | 1 | ||||||
| Charitable Remainder Trust #1 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 526854329 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Charitable Remainder Trust #2 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 206463694 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Charitable Remainder Trust #3 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 416504860 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Charitable Remainder Trust #4 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751167 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Charitable Remainder Trust #5 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746391353 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Charitable Remainder Trust #6 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746397360 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Charitable Remainder Trust #7 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751168 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Charitable Remainder Trust #8 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746423552 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Charitable Remainder Trust #9 | |||||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 456783659 | Investment | TX | Scott & White Memorial Hospital | T | 1 | ||||||
| Phil and June Hivnor Charitable | |||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 900850773 | Investment | TX | Scott & White Healthcare Foundation | T | 1 | ||||||
| Nelda I Staller Charitable Remainder Unitrust No 1 | |||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 326224724 | Investment | TX | Scott & White Healthcare Foundation | T | 1 | ||||||
| Scott & White Lake of the Hills Regional Medical Center | |||||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 451608264 | Hospital Services | TX | Scott & White Healthcare | C | 1 | 1.00000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (21 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Scott & White Memorial Hospital | ||
| Q | 691924023 | Cost |
| Scott & White Hospital-Round Rock | ||
| Q | 88171183 | Cost |
| Scott & White Hospital-Round Rock | ||
| R | 91277253 | Cost |
| Scott & White Continuing Care Hospital | ||
| Q | 8543878 | Cost |
| Scott & White Healthcare Foundation | ||
| Q | 9566936 | Cost |
| Scott & White Healthcare Foundation | ||
| B | 7154028 | Cost |
| Scott & White Clinic | ||
| Q | 211159663 | Cost |
| Scott & White Hospital-College Station | ||
| Q | 4676365 | Cost |
| Scott & White EMS Inc | ||
| Q | 5060192 | Cost |
| Scott & White Hospital Brenham | ||
| Q | 13951012 | Cost |
| Scott & White Hospital-Llano | ||
| Q | 24414902 | Cost |
| Scott & White Hospital-Taylor | ||
| Q | 3107428 | Cost |
| Scott & White Health Plan | ||
| Q | 54884820 | Cost |
| Insurance Company of Scott & White | ||
| Q | 37684 | Cost |
| Brenham Care Center | ||
| S | 116765 | Cost |
| Hillcrest Family Health Center | ||
| S | 76265 | Cost |
| Hillcrest Physician Services | ||
| S | 130723 | Cost |
| Hillcrest Baptist Medical Center | ||
| R | 206988 | Cost |
| Scott & White Healthcare | ||
| C | 2082469 | Cost |
| Scott & White Healthcare | ||
| L | 9270171 | Cost |
| Scott & White Healthcare | ||
| Q | 4461432 | Cost |