SCOTT & WHITE CLINIC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT & WHITE CLINIC (EIN 74-2958277)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-12
- IRS object ID
- 201311939349300846
- Schema version
- 2011v1.5
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-12T14:50:09-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742958277 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Clinic | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCOT | NameControl |
| Phone | 2542159043 | 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 | Andrejs E Avots-Avotins MD | Name |
| Title | Chief Executive Officer | Title |
| Phone | 2542159043 | Phone |
| Date Signed | 2013-07-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Andrejs E Avots-Avotins | 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 | 569583560 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sw.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Scott & White provides personalized, comprehensive, high quality health care services enhanced by medical education and research through 12 acute care hospital sites, two additional announced facilities, a 240,000+ 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 178 clinics at 65 clinic locations providing care in 46 medical specialties. Scott & White Clinic ("SWC") is a subsidiary of Scott & White Healthcare ("SWHC")(EIN: 26-4532547), the 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 provided at cost approximately: $60 million in unreimbursed charity care and $50.5 million in unreimbursed Medicaid and indigent care. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1389 | 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 | 111120605 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 429998504 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 458462955 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 429998504 | TotalRevenuePriorYear |
| Total Revenue Current Year | 569583560 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 283052167 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 395348252 | 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 | 141165444 | OtherExpensePriorYear |
| Other Expenses Current Year | 131984379 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 424217611 | TotalExpensesPriorYear |
| Total Expenses Current Year | 527332631 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5780893 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42250929 | RevenuesLessExpensesCY |
| Total Assets BOY | 0 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 0 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Scott & White Clinic has adopted the mission statement of the Scott & White Healthcare System: "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 | 0 | SignificantChange |
| Expense | 465609570 | Expense |
| Revenue | 458462955 | Revenue |
| Description | Scott & White provides personalized, comprehensive, high quality health care services enhanced by medical education and research through 12 acute care hospital facilities, two additional announced facilities, a 240,000+ 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 178 clinics at 65 clinic locations providing care in 46 medical specialties. Scott & White Clinic ("SWC") is a subsidiary of Scott & White Healthcare ("SWHC")(EIN: 26-4532547), the 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 provided at cost approximately: $60 million in unreimbursed charity care, $46 million in unreimbursed Medicaid, $4.5 million in unreimbursed indigent care, $21 million in unreimbursed subsidized services, $63 million in unreimbursed health professions education, $13 million in unreimbursed research, $1 million in other community benefits, and had a Medicare shortfall of approximately $96 million in the fiscal year ending August 31, 2012.The Scott & White Healthcare System had more than 14,000 employees, including over 1,000 physicians and scientists and 300+ advanced practice professionals during the fiscal year ending August 31, 2012, and served over 537,000 patients accounting for 2.2 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 System expanded access and services to residents during the year ended August 31, 2012. The number of Physician FTE's increased from 842 to 912 and the number of advanced practice providers increased from 398 to 459. This was an increase of 11 percent in the total physician and advanced practice providers available to the communities served by the Scott & White Healthcare System. Outpatient visits to clinic facilities increased from just over 2 million in 2011 to almost 2.2 million in 2012. In an effort to increase healthcare accessibility and reduce healthcare costs, urgent care clinics have been opened in areas of the community populated by many uninsured and underinsured residents. This has reduced the number of emergency room visits by residents of the area served by the urgent care clinics and reduced medical costs incurred by patients utilizing the clinics. SWC is also attempting to increase accessibility by increasing service hours and scheduling evening and weekend appointments. SWC physicians serve as faculty for the Texas A&M Health Science Center College of Medicine, training 298 undergraduate medical students. SWC staff physicians also provide training for 434 residents and fellows participating in 37 residency and fellowship programs sponsored by SWMH. The Clinic provides faculty, facilities and lab space for area high school programs focusing on research sciences education. Through these programs, high school students can gain exposure to healthcare professions while earning high school and college credits.Scott & White System personnel strive to do more than merely meet the healthcare needs of patients. Employees go into the community to educate about living a healthier life. Targeted populations are provided information on specific needs. For example, physicians specializing in geriatric care hold regular seminars discussing subjects such as preventing injury from falls, questions patients should be asking their doctor, how to maintain a healthy lifestyle with limited mobility, and more. Health educational programs regarding prevention and treatment are offered free or at minimal cost to all community members in a variety of subject areas, such as weight loss, smoking cessation, education on coping with a diagnosis, support groups for families, child safety, heart disease education, diabetes education, sex education for teens, domestic violence prevention and many more. Staff and physicians attend health fairs in the community and provide regular community presentations about health issues for different populations. Clinics in the region offer healthy cooking classes led by a Scott & White dietician to instruct families in creating easy and cost effective healthy meals. As an integrated health care delivery system, Scott & White is able to leverage the Scott & White Health Plan to provide health education information to the community and is actively working to make that information more widely available.Scott & White uses various forms of media to promote health in the community. The System website, blogs, social media, printed flyers, and newspaper and magazine articles written by staff and physicians throughout the year provide information that community members can use to enhance personal health. A specific website has been created to instruct on wellness initiatives (wellness.sw.org). Also, Scott & White staff dedicate many hours serving on community boards and collaborative groups whose missions are to improve the overall health of the community. In addition to these efforts, the System has designated specific funds to be used to enhance healthy initiatives occurring in each community. For example, Scott & White provides substantial financial and in-kind support for multiple free clinics to assist in providing better access and more affordable healthcare to the medically underserved. Scott & White is one of sixteen major U.S. health systems to be part of the National High Value Healthcare Collaborative ("HVHC"). This partnership is designed to improve healthcare, lower costs and make best practices available to the national provider community. The Dartmouth Institute for Health Policy and Clinical Practice leads the collaborative which is studying nine prevalent condition/disease specific areas that have been shown to have wide variation nationally in rates, costs and outcomes. Additional high variation, high cost conditions that affect diverse populations will be added over time. The healthcare systems in this group are responsible for 50 million patients and are using private dollars and research and grant funds to identify ways to get the most out of every healthcare dollar. In June of 2012 the HVHC received a $26 million grant from the Center for Medicare and Medicaid Innovation ("CMMI"). CMMI projects the service improvements funded by this grant will save $64 million over three years, largely due to reduced utilization and costs that have been shown to occur when patients are engaged and empowered to make health care decisions based on their own values and preferences.Scott & White strives to better serve patients while decreasing costs to the healthcare system. One way this is accomplished is through better communication between specialists and primary care physicians creating coordinated and integrated care. Scott & White's electronic medical records (EMR) system allows specialists to review a patient's medical history and lab results and make recommendations to a primary care physician possibly eliminating an office visit. If the specialist needs to see a patient the specialist has access to all tests and lab work prior to the office visit which can prevent a second or third specialty follow-up visit. Scott & White is also using the EMR system to practice active rather than passive medicine. The new EMR system allows Scott & White to automatically remind physicians that patients are due for preventive tests such as mammograms or cholesterol checks. The system allows doctors and nurses to use e-mail to provide patients with test results or to answer questions that previously would have required an office visit.The Scott & White Healthcare System has received numerous awards and accreditations. Scott & White Memorial Hospital was ranked for the eighth time as one of the Top 100 Hospitals by Thomson Reuters. For the second consecutive year, SWMH was named one of the nation's Best Regional Hospitals according to U.S. News & World Report.SWC serves patients qualifying for federal Medicare and state Medicaid programs and other federal and state means tested assistance programs. Services for indigent, uninsured and underinsured patients are provided according to provisions of the Scott & White Healthcare Financial Assistance Policy, which provides financial assistance to patients up to 375% of the Federal Poverty Guidelines. | Description |
| Total Program Service Expense | 465609570 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 0 | 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 | 1389 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dick Dixon | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2547244733 | 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 (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Madhava R Beeram MD | |||||||||
| Director | 40.00 | X | 446788 | 0 | 49214 | ||||
| W Roy Smythe MD | |||||||||
| Director | 40.00 | X | 776887 | 0 | 49051 | ||||
| L Gill Naul MD | |||||||||
| Director, Treasurer | 40.00 | X | 693061 | 0 | 53381 | X | |||
| Michael D Reis MD | |||||||||
| Director | 40.00 | X | 432640 | 0 | 48214 | ||||
| Robert A Probe MD | |||||||||
| Director | 40.00 | X | 761948 | 0 | 54051 | ||||
| Michael L Middleton MD | |||||||||
| Director, Secretary | 40.00 | X | 431763 | 0 | 48214 | X | |||
| Stephen Sibbitt MD | |||||||||
| Director | 40.00 | X | 442372 | 0 | 48214 | ||||
| Andrejs E Avots-Avotins MD | |||||||||
| Director, Chairman | 40.00 | X | 560418 | 0 | 49051 | X | |||
| William L Rayburn MD | |||||||||
| Director, Vice Chairman | 40.00 | X | 555012 | 0 | 50518 | X | |||
| Alejandro C Arroliga MD | |||||||||
| Director | 40.00 | X | 498381 | 0 | 48214 | ||||
| Patricia M Currie | |||||||||
| System Chief Operations Officer | 40.00 | 480343 | 0 | 46740 | X | ||||
| Dennis L Laraway | |||||||||
| System Chief Financial Officer | 40.00 | 444702 | 0 | 42397 | X | ||||
| Cynthia Dunlap | |||||||||
| System Chief Nursing Executive | 40.00 | 202857 | 0 | 38845 | X | ||||
| Glen R Couchman MD | |||||||||
| System Chief Medical Officer | 40.00 | 573830 | 0 | 53381 | X | ||||
| Robert W Pryor MD | |||||||||
| System Chief Executive Officer | 40.00 | 866989 | 0 | 46463 | X | ||||
| James Carroll | |||||||||
| System Chief Legal Counsel | 40.00 | 401331 | 0 | 39063 | X | ||||
| Marc R Hallee | |||||||||
| System Chief Human Resource Officer | 40.00 | 450015 | 0 | 6951 | X | ||||
| Matthew L Chambers | |||||||||
| System Chief Information Officer | 40.00 | 188235 | 0 | 6084 | X | ||||
| Dick L Dixon | |||||||||
| System Chief Financial Officer | 40.00 | 313365 | 0 | 48214 | X | ||||
| Biral Patel MD | |||||||||
| Physician | 40.00 | 869950 | 0 | 47731 | X | ||||
| Peter S Brumleve | |||||||||
| System Chief Marketing Officer | 40.00 | 1158188 | 0 | 46411 | X | ||||
| David P Ciceri MD | |||||||||
| Physician | 40.00 | 809339 | 0 | 43300 | X | ||||
| Christopher J Burnett MD | |||||||||
| Physician | 40.00 | 956251 | 0 | 46644 | X | ||||
| Gregory J Elders MD | |||||||||
| Physician | 40.00 | 843270 | 0 | 54051 | X | ||||
| Wade L Knight MD | |||||||||
| Former Officer | 40.00 | 520884 | 0 | 45876 | X | ||||
| William P Hamilton MD | |||||||||
| Former Director | 40.00 | 557060 | 0 | 48350 | X | ||||
| J Paul Dieckert | |||||||||
| Former Officer (FYE 09) | 40.00 | 1198025 | 0 | 51040 | X | ||||
| Alfred B Knight MD | |||||||||
| Former Key Employee | 40.00 | 779908 | 0 | 49821 | X | ||||
| Gail VanZyl | |||||||||
| Former Key Employee | 40.00 | 175791 | 0 | 74647 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 17389603 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1334131 | TotalOtherCompensation |
| Number Individuals GT100 K | 30 | 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 |
|---|---|---|---|---|---|
| Comphealth Inc | |||||
| PO Box 972661 | Dallas | TX | 753972651 | Temporary medical staffing | 579033 |
| Weatherby Locums Inc | |||||
| PO Box 972633 | Dallas | TX | 753972633 | Temporary medical staffing | 401821 |
| Medicus Hospitalists | |||||
| 7 Industrial Way Unit 5 | Salem | NH | 03079 | Temporary medical staffing | 183306 |
| Smart Physician Recruting | |||||
| W188S7634 Oak Grove Dr | Muskego | WI | 53150 | Physician Services | 177344 |
| TMP Worldwide | |||||
| PO Box 405223 | Atlanta | GA | 303845223 | Physician recruiting | 139346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 111120605 | RelatedOrganizations |
| Total Contributions | 111120605 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Patient Care | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 458462955 | TotalRevenueColumn |
| Related Or Exempt Function Income | 458462955 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 458462955 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 569583560 | TotalRevenueColumn |
| Related Or Exempt Function Income | 458462955 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329159113 | Total |
| Program Services | 320583639 | ProgramServices |
| Management And General | 8575474 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53605291 | Total |
| Program Services | 52208730 | ProgramServices |
| Management And General | 1396561 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12583848 | Total |
| Program Services | 12256005 | ProgramServices |
| Management And General | 327843 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2346181 | Total |
| Program Services | 2309960 | ProgramServices |
| Management And General | 36221 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 641899 | Total |
| Program Services | 641899 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322825 | Total |
| Program Services | 314415 | ProgramServices |
| Management And General | 8410 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32392 | Total |
| Program Services | 32392 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2969163 | Total |
| Program Services | 2891808 | ProgramServices |
| Management And General | 77355 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2697700 | Total |
| Program Services | 2627418 | ProgramServices |
| Management And General | 70282 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12922 | Total |
| Program Services | 12922 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864142 | Total |
| Program Services | 864142 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Institutional Overhead | 55254233 | 4854051 | 50400182 |
| Bad debt | 52881041 | 52881041 | |
| Patient Care Expense | 10111997 | 10111997 | |
| Miscellaneous | 3292770 | 2462037 | 830733 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 557114 | Total |
| Program Services | 557114 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527332631 | Total |
| Program Services | 465609570 | ProgramServices |
| Management And General | 61723061 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 42250929 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -42250929 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 111120605 | CurrentTaxYear |
| Total | 111120605 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 308925279 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 352637733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 389814263 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 429913747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 458462955 | CurrentTaxYear |
| Total | 1939753977 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 308925279 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 352637733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 389814263 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 429913747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 569583560 | CurrentTaxYear |
| Total | 2050874582 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 111120605 | CurrentTaxYear |
| Total | 111120605 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 111120605 | CurrentTaxYear |
| Total | 111120605 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1939753977 | PublicSupportTotal509 |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 20979 | CurrentTaxYearMinus3Years |
| Total | 20979 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 20979 | CurrentTaxYearMinus3Years |
| Total | 20979 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 308925279 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 352658712 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 389814263 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 429913747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 569583560 | CurrentTaxYear |
| Total | 2050895561 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94580 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 1.00000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $72,725 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 72725 | 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 1f: Scott & White Clinic ("SWC") pays state and county medical association dues for physicians. This amount represents the percentage attributed to lobbying purposes by these organizations. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | FIN 48 Footnote: Scott & White evaluates its income tax positions in accordance with ASC 740-10, Income Taxes - Overall, regarding accounting for uncertainty in income taxes. ASC 740-10 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken in a tax return. There are no material uncertain tax positions as of August 31, 2012 or 2011. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (29 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Madhava R Beeram MD | |||||||||||||
| 444982 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 17364 | 0 | 496002 | 0 | 0 | 0 |
| W Roy Smythe MD | |||||||||||||
| 763521 | 0 | 0 | 0 | 13366 | 0 | 31850 | 0 | 17201 | 0 | 825938 | 0 | 0 | 0 |
| L Gill Naul MD | |||||||||||||
| 691255 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 21531 | 0 | 746442 | 0 | 0 | 0 |
| Michael D Reis MD | |||||||||||||
| 429184 | 0 | 0 | 0 | 3456 | 0 | 31850 | 0 | 16364 | 0 | 480854 | 0 | 0 | 0 |
| Robert A Probe MD | |||||||||||||
| 760832 | 0 | 0 | 0 | 1116 | 0 | 31850 | 0 | 22201 | 0 | 815999 | 0 | 0 | 0 |
| Michael L Middleton MD | |||||||||||||
| 430328 | 0 | 805 | 0 | 630 | 0 | 31850 | 0 | 16364 | 0 | 479977 | 0 | 0 | 0 |
| Stephen Sibbitt MD | |||||||||||||
| 441742 | 0 | 0 | 0 | 630 | 0 | 31850 | 0 | 16364 | 0 | 490586 | 0 | 0 | 0 |
| Andrejs E Avots-Avotins MD | |||||||||||||
| 558612 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 17201 | 0 | 609469 | 0 | 0 | 0 |
| William L Rayburn MD | |||||||||||||
| 554046 | 0 | 0 | 0 | 966 | 0 | 31850 | 0 | 18668 | 0 | 605530 | 0 | 0 | 0 |
| Alejandro C Arroliga MD | |||||||||||||
| 497415 | 0 | 0 | 0 | 966 | 0 | 31850 | 0 | 16364 | 0 | 546595 | 0 | 0 | 0 |
| Patricia M Currie | |||||||||||||
| 479377 | 0 | 0 | 0 | 966 | 0 | 31850 | 0 | 14890 | 0 | 527083 | 0 | 0 | 0 |
| Dennis L Laraway | |||||||||||||
| 444256 | 0 | 0 | 0 | 446 | 0 | 31850 | 0 | 10547 | 0 | 487099 | 0 | 0 | 0 |
| Cynthia Dunlap | |||||||||||||
| 201891 | 0 | 0 | 0 | 966 | 0 | 26914 | 0 | 11931 | 0 | 241702 | 0 | 0 | 0 |
| Glen R Couchman MD | |||||||||||||
| 572024 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 21531 | 0 | 627211 | 0 | 0 | 0 |
| Robert W Pryor MD | |||||||||||||
| 864217 | 0 | 0 | 0 | 2772 | 0 | 31850 | 0 | 14613 | 0 | 913452 | 0 | 0 | 0 |
| James Carroll | |||||||||||||
| 398559 | 0 | 0 | 0 | 2772 | 0 | 31850 | 0 | 7213 | 0 | 440394 | 0 | 0 | 0 |
| Marc R Hallee | |||||||||||||
| 346430 | 0 | 90000 | 0 | 13585 | 0 | 0 | 0 | 6951 | 0 | 456966 | 0 | 0 | 0 |
| Matthew L Chambers | |||||||||||||
| 172585 | 0 | 10000 | 0 | 5650 | 0 | 0 | 0 | 6084 | 0 | 194319 | 0 | 0 | 0 |
| Dick L Dixon | |||||||||||||
| 311559 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 16364 | 0 | 361579 | 0 | 0 | 0 |
| Biral Patel MD | |||||||||||||
| 869572 | 0 | 0 | 0 | 378 | 0 | 31850 | 0 | 15881 | 0 | 917681 | 0 | 0 | 0 |
| Peter S Brumleve | |||||||||||||
| 428944 | 0 | 0 | 0 | 729244 | 0 | 31850 | 0 | 14561 | 0 | 1204599 | 0 | 0 | 0 |
| David P Ciceri MD | |||||||||||||
| 782560 | 0 | 25813 | 0 | 966 | 0 | 31850 | 0 | 11450 | 0 | 852639 | 0 | 0 | 0 |
| Christopher J Burnett MD | |||||||||||||
| 947546 | 0 | 0 | 0 | 8705 | 0 | 31850 | 0 | 14794 | 0 | 1002895 | 0 | 0 | 0 |
| Gregory J Elders MD | |||||||||||||
| 808645 | 0 | 0 | 0 | 34625 | 0 | 31850 | 0 | 22201 | 0 | 897321 | 0 | 0 | 0 |
| Wade L Knight MD | |||||||||||||
| 517531 | 0 | 0 | 0 | 3353 | 0 | 31850 | 0 | 14026 | 0 | 566760 | 0 | 0 | 0 |
| William P Hamilton MD | |||||||||||||
| 554322 | 0 | 932 | 0 | 1806 | 0 | 31850 | 0 | 16500 | 0 | 605410 | 0 | 0 | 0 |
| J Paul Dieckert | |||||||||||||
| 1195253 | 0 | 0 | 0 | 2772 | 0 | 31850 | 0 | 19190 | 0 | 1249065 | 0 | 0 | 0 |
| Alfred B Knight MD | |||||||||||||
| 776441 | 0 | 0 | 0 | 3467 | 0 | 31850 | 0 | 17971 | 0 | 829729 | 0 | 0 | 0 |
| Gail VanZyl | |||||||||||||
| 146865 | 0 | 0 | 0 | 28926 | 0 | 67190 | 0 | 7457 | 0 | 250438 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1b | |
| Part I, Line 4a | Peter Brumleve received a severance payment in the amount of $725,000. |
| 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 L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WR Smythe MD | NamePerson |
| Purpose Of Loan | Relocation Expenses: The Balance of $64,218 is on the Balance Sheet of SWMH | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $150,000 | OriginalPrincipalAmount |
| Balance Due | 0 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
Form990 Schedule L Part IV Form990ScheduleLPartIV (9 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Julie Couchman | |||
| Family of Key Employee | 35406 | Employee of the Scott & White Healthcare System | 0 |
| Barbara Weiss MD | |||
| Family of Director | 117413 | Employee of the Scott & White Healthcare System | 0 |
| Darla Lowe MD | |||
| Family of Director | 152466 | Employee of the Scott & White Healthcare System | 0 |
| Jarrod Pryor | |||
| Family of Key Employee | 67026 | Employee of the Scott & White Healthcare System | 0 |
| John Carroll | |||
| Family of Key Employee | 85314 | Employee of the Scott & White Healthcare System | 0 |
| Marjo Carroll | |||
| Family of Key Employee | 71971 | Employee of the Scott & White Healthcare System | 0 |
| Mercedes Arroliga MD | |||
| Family of Director | 108091 | Employee of the Scott & White Healthcare System | 0 |
| Brett Dixon | |||
| Family of Key Employee | 14995 | Employee of the Scott & White Healthcare System | 0 |
| Ellen Sibbitt | |||
| Family of Director | 16268 | Employee of the Scott & White Healthcare System | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| ExplanationExplanation | Return ReferenceReturnReference | IdentifierIdentifier |
|---|---|---|
| Form 990, Part V, Line 1a: Scott & White Clinic ("SWC") does not file Forms 1096 or 1099. All expenditures for goods and services are made by Scott & White Memorial Hospital, 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. | ||
| Scott & White Clinic's ("SWC") sole member is Scott & White Healthcare ("SWHC")(EIN: 26-4532547), an organization exempt from tax under IRC section 501(c)(3) and a public charity under IRC section 509(a)(3). | Form 990, Part VI, Section A, line 6 | |
| Scott & White Clinic's ("SWC") sole member is Scott & White Healthcare ("SWHC")(EIN: 26-4532547), an organization exempt from tax under IRC section 501(c)(3) and a public charity under IRC section 509(a)(3). State statutes with respect to Texas non-profit corporations providing physician services require that all board members be physicians licensed by the Texas Medical Board who are actively engaged in the practice of medicine. Some Actions taken by the SWC Board of Directors are subject to oversight and approval of the Scott & White Healthcare Board of Trustees. The majority of the Scott & White Healthcare Board of Trustees is comprised of individuals who are representative of the community. | Form 990, Part VI, Section A, line 7b | |
| Members of the Scott & White Clinic ("SWC") Board of Directors were each provided a copy of Form 990 prior to filing with the IRS. A meeting was held to allow the Directors to ask questions and provide feedback with respect to the information presented in the Form 990. | Form 990, Part VI, Section B, line 11 | |
| Annually, a written questionnaire is provided to all persons identified as being subject to the Scott & White Healthcare System Conflict of Interest Policy (Tax), requesting responses to questions designed to identify potential conflicts. Responses are monitored and reviewed by System personnel and follow-ups are initiated as required. The Conflict of Interest Policy (Tax) is reviewed before each board meeting or board committee meeting. Board members or persons having business with the Board are asked to identify conflicts which may arise with respect to business conducted by the Board or committee during the meeting. | Form 990, Part VI, Section B, line 12c | |
| 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 Scott & White Clinic ("SWC"). Compensation for the Scott and White Healthcare System (the "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 B, line 15a | |
| The Scott & White Clinic ("SWC") governing documents and Conflict of Interest Policy (Tax) are available to the public upon request. SWC 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. | Form 990, Part VI, Section C, line 19 | |
| 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. | ||
| Transfer to Captive Insurance -7,340,156. Close Interunit account -34,910,773. Total to Form 990, Part XI, Line 5: -42,250,929. | Form 990, Part XI, line 5: | Changes in Net Assets or Fund Balances: |
| Form 990, Part XI, Line 2b and 2c: Results of Scott & White Clinic ("SWC") operations and assets and liabilities are included in the combined financial statements of its sole member, Scott & White Healthcare. The financial statements are audited annually by an independent accounting firm selected by the Scott & White Healthcare Board of Trustees Audit Committee, which is also responsible for oversight of the audit. The Scott & White Healthcare Board of Trustees is made up of representatives of the community. | ||
| Form 990, Part IV, Line 26 and Schedule L, Part II: Scott & White Clinic entered into a loan agreement in 2004 with a physician recruited by the Clinic. The purpose of the loan was to assist the physician with relocation costs. The physician in question was elected to the Clinic's Board of Directors in 2006. Details of the note are: Borrower: W. R. Smythe, M.D. Title: Chair, Dept of Surgery; Director Original Loan Amount: $150,000 Outstanding, August 31, 2012: $61,998 Date of the Note: March 2004 Current Maturity Date: 8/31/2017 Interest Rate: 5% per annum Terms of the note were modified in 2006 and 2007, extending the note to August 31, 2017, and allowing forgiveness of annual principal and interest payments, provided the borrower remains employed by the Clinic. Annual debt forgiven per the note terms is included in the borrower's taxable compensation in the year of forgiveness. The borrower's annual compensation, including forgiveness, if any, is evaluated each year as part of the Clinic compensation review process. This loan is not reflected in the Clinic's Form 990 at Part X, Balance Sheet, as beneficial ownership of all Clinic assets is vested in Scott & White Memorial Hospital. The note receivable is reflected in the balance sheet of the Form 990 filed by Memorial Hospital. | ||
| 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 I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| Scott & White Properties Opportunities LLC | |||||||
| 2401 S 31st Street | Temple | TX | 76508 | 452920812 | Investment | TX | Scott & White Properties Holdings Inc |
| Scott & White Properties Management LLC | |||||||
| 2401 S 31st Street | Temple | TX | 76508 | 452920980 | Investment | TX | Scott & White Properties Opportunities LLC |
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 | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Healthcare | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 264532547 | Operational Support | TX | 501 (c) (3) | Line 11a, I | N/A | 0 | |
| Scott & White Memorial Hospital | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741166904 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Hospital-Round Rock | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 203749695 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Continuing Care Hospital | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 202850920 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White EMS Inc | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 753242749 | Emergency Transportation | TX | 501 (c) (3) | Line 9 | 1 | Scott & White Memorial Hospital | |
| Hillcrest Baptist Medical Center | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 741161944 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Memorial Hospital | |
| Scott & White Hospital-Brenham | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742519752 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Healthcare Foundation | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273513154 | Fundraising | TX | 501 (c) (3) | Line 7 | 1 | Scott & White Healthcare | |
| Scott & White Healthplan | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742052197 | HMO/Insurance | TX | 501 (c) (4) | 1 | Scott & White Healthcare | ||
| Scott & White Hospital-Taylor | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741595711 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Hospital-Llano | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273026151 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Scott & White Hospital-College Station | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 274434451 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
| Brenham Hospital Services Corporation | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742605157 | Operational Support | TX | 501 (c) (3) | Line 11a, I | 1 | Scott & White Healthcare | |
| Scott & White Foundation-Brenham | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742460815 | Fundraising | TX | 501 (c) (3) | Line 7 | 1 | Scott & White Hospital-Brenham | |
| Brenham Care Center | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742663229 | Healthcare | TX | 501 (c) (3) | Line 9 | 1 | Scott & White Hospital-Brenham | |
| Hillcrest Family Health Center | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742730350 | Physician Services | TX | 501 (c) (3) | Line 11c, III-FI | 1 | Hillcrest Baptist Medical Center | |
| Hillcrest Physician Services | |||||||||||
| 100 Hillcrest Medical Blvd | Waco | TX | 76712 | 742967081 | Physician Services | TX | 501 (c) (3) | Line 11c, III-FI | 1 | Hillcrest Baptist Medical Center | |
| Scott & White Lake of the Hills Regional Medical Center | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 451608264 | Hospital Services | TX | 501 (c) (3) | Line 3 | 1 | Scott & White Healthcare | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Properties Holdings Inc | |||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 452920596 | Investment | TX | N/A | C | |||||
| Scott & White Properties Inc | |||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742497061 | Hotel Services | TX | N/A | C | |||||
| Scott & White Assurance Ltd | |||||||||||||
| 980589956 | Investment | N/A | C | 23 Lime Tree Bay | Grand Cayman | Grand Cayman | CJ | CJ | |||||
| Hillcrest Holdings Inc | |||||||||||||
| 3000 Herring St | Waco | TX | 76708 | 742793367 | Operational Support | TX | N/A | C | |||||
| Atumida | |||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 270583030 | Research | TX | N/A | C | |||||
| Insurance Company of Scott & White | |||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 743092083 | Insurance | TX | N/A | C | |||||
| Charitable Remainder Trust #1 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 526854329 | Investment | TX | N/A | T | |||||
| Charitable Remainder Trust #2 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 206463694 | Investment | TX | N/A | T | |||||
| Charitable Remainder Trust #3 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 416504860 | Investment | TX | N/A | T | |||||
| Charitable Remainder Trust #4 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751167 | Investment | TX | N/A | T | |||||
| Charitable Remainder Trust #5 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746391353 | Investment | TX | N/A | T | |||||
| Charitable Remainder Trust #6 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746397360 | Investment | TX | N/A | T | |||||
| Charitable Remainder Trust #7 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751168 | Investment | TX | N/A | T | |||||
| Charitable Remainder Trust #8 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746423552 | Investment | TX | N/A | T | |||||
| Phil and June Hivnor Charitable | |||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 900850773 | Investment | TX | N/A | T | |||||
| Nelda I Staller Charitable Remainder Unitrust No 1 | |||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 326224724 | Investment | TX | N/A | T | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Scott & White Memorial Hospital | ||
| O | 527332631 | Cost |
| Scott & White Memorial Hospital | ||
| R | 68869676 | Cost |
| Scott & White Memorial Hospital | ||
| C | 111120605 | Cost |