SCOTT & WHITE MEMORIAL HOSPITAL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT & WHITE MEMORIAL HOSPITAL (EIN 74-1166904)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-12
- IRS object ID
- 201321939349300847
- 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 F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- 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 | 741166904 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Memorial Hospital | 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 | Shahin Motakef | 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 | Shahin Motakef | 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 | 1162476046 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sw.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | 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 Memorial Hospital ("SWMH") 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 | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13442 | TotalNbrEmployees |
| Total Nbr Volunteers | 198 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20777671 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 174240 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 937685123 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 948229202 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23025927 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1098211 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4929389 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5574817 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 986418110 | TotalRevenuePriorYear |
| Total Revenue Current Year | 955076470 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 262508 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 111120605 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 415127222 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 339535067 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4133150 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 522521635 | OtherExpensePriorYear |
| Other Expenses Current Year | 527325654 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 937911365 | TotalExpensesPriorYear |
| Total Expenses Current Year | 977981326 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 48506745 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -22904856 | RevenuesLessExpensesCY |
| Total Assets BOY | 1574211053 | TotalAssetsBOY |
| Total Assets EOY | 1415707501 | TotalAssetsEOY |
| Total Liabilities BOY | 284598977 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 695879758 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1289612076 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 719827743 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Scott & White Memorial Hospital 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 | 819837241 | Expense |
| Revenue | 920292348 | 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 Memorial Hospital ("SWMH") 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. Scott & White Memorial Hospital operates a 610 bed acute care hospital and a 78 bed stand-alone children's hospital which opened October 4, 2011. Scott & White Memorial Hospital had 204,427 patient observation days (excluding newborns), 24,180 surgical cases, 28,415 admissions and 79,791 emergency room visits for the fiscal year ending August 31, 2012. The McLane Children's Hospital at Scott & White includes 48 private rooms, 16 pediatric intensive care rooms, 14 pediatric emergency room suites, and provides 24-hour emergency room services dedicated to and specifically equipped to respond to children's needs. The McLane Children's Hospital at Scott & White had 25,729 patient observation days (excluding newborns), 3,509 surgical cases, 3,906 admissions and 16,125 emergency room visits for the fiscal year ending August 31, 2012. The McLane Childrens Hospital is the first dedicated children's hospital in Texas, and third in the country, to install the latest in computed tomography (CT) technology. The Sonotom Definition Flash CT system from Siemens Healthcare produces images with up to 128-slice detail at more than twice the speed of most CT systems used in children's hospitals in the U.S. 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.SWMH 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 |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 79058977 | Expense |
| Revenue | 21641231 | Revenue |
| Description | Scott & White Healthcare ("SWHC") is the primary teaching affiliate to the Texas A&M University System Health Science Center College of Medicine (the "College of Medicine"), with the Scott & White Memorial Hospital ("SWMH") main campus in Temple, TX being the primary Scott & White teaching location. Scott & White hospital and clinical facilities in College Station, TX, Round Rock, TX, Brenham, TX and Taylor, TX also participate in teaching activities. The College of Medicine is a fully accredited, seven year medical school. Currently 298 medical students receive their basic science and clinical training at Scott & White. Virtually all physicians on the Scott & White Clinic staff hold faculty appointments at the College of Medicine and teach classes for first through fourth year students. A full four year medical education program was recently initiated on the SWMH main campus in Temple. To support this expansion on its Temple campus, SWMH has committed to self-fund over $15 million to expand classroom and lab facilities, purchase equipment and provide support for faculty research projects aimed at promoting healthcare innovations and the College of Medicine. With support from Scott & White, the College of Medicine intends to expand to an annual class size of 200 during the next five years, with four year campus locations at Scott & White facilities in Temple, Round Rock and College Station. Scott & White also hosts rotations for fourth-year students from many other medical schools. Through the fiscal year ending August 31, 2012, Scott & White has self-funded $12.1 million of their $15 million commitment to expand facilities to support expansion of the College of Medicine.The Scott & White Graduate Medical Education Program currently consists of 38 resident and fellowship programs with 434 residents and fellows receiving training for the fiscal year ending August 31, 2012. Scott & White hosted medical students in their 4th year rotations from 27 different universities. SWMH self-funded approximately $63 million to support medical education activities during the fiscal year ended August 31, 2012.The main SWMH campus in Temple serves as the clinical campus for the Scott & White School of Nursing at the University of Mary Hardin-Baylor in Belton, Texas. A baccalaureate degree program is offered through the School of Nursing. In addition, SWMH also facilitates the clinical training of registered nurses and licensed vocational nurses in cooperation with Temple College and Central Texas College in Killeen, Texas. A Master's of Science in Nursing degree program is offered through Texas A&M University-Corpus Christi. In total, more than 1,000 nursing students rotate through the Scott & White System annually. Scott & White also hosts allied health-training programs in its own name and in affiliation with other academic institutions, taught by nationally recognized physicians and professionals. These training programs and seminars are open to all medical professionals, as well as internal staff. In fiscal year ended August 31, 2012, approximately 9,638 physicians and 6,675 medical professionals attended continuing medical education programs hosted by Scott & White. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16422774 | Expense |
| Revenue | 6295623 | Revenue |
| Description | One of the cornerstones of Scott & White Memorial Hospital's ("SWMH") mission is providing quality patient care with a focus on research activities. Efficiencies are gained through innovation. The focus of much of the research is to find innovative & cost-effective ways to treat patients, while increasing patient safety, improving quality and focusing on better outcomes. SWMH has all of the research components to be able to take an idea from the research bench to the patient's bedside. SWMH has the following research departments, centers and institutes: cancer research institute, cardiovascular research, center for applied health research ("CAHR"), center of cell death and differentiation, center for bone, joint and spine research, clinical simulation research, digestive disease research center, ophthalmic research, neuroscience research, podiatric research, division of research, family medicine, investigative pathology and ob/gyn research.SWMH is positioning itself to become a nationally recognized leader in cancer research and treatment. The Cancer Research Institute has been created to partner research and clinical care. The mission of the Cancer Research Institute is to find effective cancer therapies quickly and cost-effectively. The institute is performing clinical trials for: Cutaneous T_Cell Lymphoma, B-Cell Leukemia or Lymphoma and Refractory/Relapsed or Elderly/Poor-risk AML. In 2010 the Scott & White Glenda Vasicek Cancer Center received the Outstanding Achievement Award from the Commission on Cancer of the American College of Surgeons. The Cardiovascular Research Institute ("CVRI") is a joint effort of the Texas A&M Health Science Center, Scott & White and Central Texas Veteran's Health Care System ("CTVHCS"). This unique program pairs the world-class research of molecular biologists with clinical applications for the treatment of people suffering from cardiovascular disease or stroke. By discovering better strategies for prevention and intervention of these conditions, the work of the Institute will benefit patients and the entire community.To facilitate such research Scott & White has focused significant efforts on outcomes based research. SWMH has established the Center for Applied Health Research. This Center focuses on diverse research areas, and brings together expertise in many areas such as health services research, community based health research, patient centered safety and patient activation research, along with research mentoring and the academic development of clinicians. The center brings together collaborators from SWMH, Texas A&M Health Science Center and the Central Texas Veteran's Health Care System. Within the CAHR, the Patient Engagement and Safety Research Program centers on a team perspective in patient care. This program partners patients, family members, clinicians and other community and healthcare providers to create the best possible healthcare outcomes. The research is based on clinical trials, clinical simulation models, program evaluations, patient education and common intervention strategies. The Health Outcomes Core conducts health services research focusing on severe mental illnesses and the management of care for patients with complex medical and psychiatric comorbidities. This group works jointly with SWMH, the CTVHCS, Darnall Army Medical Center at the U.S. Army's Fort Hood, and the Center of Excellence for Research on Returning War Veterans located in Waco, Texas. Clinical Simulation Research is another area directly impacting patients' healthcare quality and safety. The Clinical Simulation Center was created, in collaboration with Temple College, to allow healthcare students and providers to design and test new processes and procedures prior to performing them on patients. The Clinical Simulation Center is used by medical and nursing students, residents, fellows, nurses and other healthcare providers. Simulation work enhances communication skills and performance of healthcare providers, preparing them for the realities of patient care.The goal and objective, of the Digestive Disease Research Center ("DDRC"), is to discover and share cutting edge knowledge about the digestive system and the diseases that affect millions in the United States. The SWMH research team consists of basic scientists and physicians from a wide variety of backgrounds with varying interests and disciplines. These combined investigators support the practice of "bench to bedside" research to benefit and contribute to human health. Along with seasoned investigators, the DDRC also believes in training of future scientists and provides an excellent learning environment for the training of undergraduates, medical students, graduate students, postdoctoral fellows and residents.Scott & White has committed significant resources to establish a one-of-a-kind Ophthalmic Vascular Research Program ("OVRP"). This is a joint venture between the Division of Ophthalmology at Scott & White, the Department of Systems Biology and Translational Medicine, and Cardiovascular Research Institute at the Texas A&M Health Science Center. New theories developed regarding the pathogenesis of various eye diseases as well as potential new therapies proposed and tested in the basic science laboratory, if appropriate and promising, can be taken into the clinical setting to benefit patient care.The Neuroscience Institute ("NSI") at Scott & White and Texas A&M Health Science Center College of Medicine conducts state-of-the-art translational research, with scientific interests including drug and device trials in humans. The NSI is home to an invasive human brain chemistry and electrophysiology lab, neuroinflammation, neurogenesis, a neuromodulation lab, which includes a frameless stereotactic image-guided transcranial magnetic stimulator ("TMS"), an autonomic psychophysiology lab and a functional neuroimaging ("fMRI") lab. One of the main scientific objectives of the NSI is the multimodal analysis of human brain function in both healthy and diseased populations. Research within the NSI is highly collaborative and expanding, with an internationally recognized team of basic and clinical researchers in the Departments of Neurosurgery, Neurology, Psychiatry and Behavioral Sciences and Radiology.The podiatric research team has 12 studies in progress. They have received two National Institute of Health ("NIH") grants to fund two five-year studies. The total contact cast ("TCC") study focuses on foot wounds, compliance and cost of care and complications. Another study is a collaborative effort with a research team from the U.K., which will study the recurrence and prevention of foot ulcers. The podiatric research team also has studies sponsored by the American Diabetic Association ("ADA") and American Podiatric Medical Association ("APMA") and are looking into the occurrence of ulcers in diabetic patients that are currently undergoing dialysis and how foot care affects diabetic foot complications. They are also looking into new therapies to deal with treatment of foot infections and open amputations.The Division of Research, Family Medicine ("DORFAM") has completed research projects focusing on: moderate exercise for obese individuals, the referral of patients to specialists from primary care physicians, the over prescribing of antibiotics and the use of e-mail communication between health care providers and patients. The DORFAM has current research projects focusing on: bicycle related traumatic brain injuries, weight and contents of backpacks carried by school children, concussions among high school football players and miscommunication as a cause of medication errors in elderly ambulatory patients.Investigative Pathology is the research component of the Department of Pathology at Scott & White. They are focused on the research and development of anti-cancer drugs, understanding the mechanisms by which these drugs function, so that more potent drugs can be developed and educating and training the community on recent advances in cancer therapies. They are guided by the principle that drugs should be non-toxic to patients and are committed to developing effective heat-shocked protein-based therapies. SWMH has developed a virtual data warehouse which promotes Comparative Effectiveness Research. This virtual warehouse allows SWMH to share clinical and research data with other research and healthcare organizations. By partnering with other institutes, the data necessary for effective research is quickly and readily available, resulting in larger and more comprehensive data pools and increasing the cost-effectiveness of research.The Scott & White system employs many physicians, scientists and technicians devoted to various aspects of research programs. In the fiscal year ending August 31, 2012, there were approximately 610 active research projects, of which approximately 36% were self-funded. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 915318992 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 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 | 1 | 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 | 0 | 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 | 857 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 0 | ComplianceWithBackupWitholding |
| Number Of Employees | 13442 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 | 1 | 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 (37 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 |
|---|---|---|---|---|---|---|---|---|---|
| Glenda Barron PhD | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Bill DiGaetano | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Barry Couch | |||||||||
| Director, Vice President | 1.00 | X | 0 | 0 | 0 | X | |||
| Drayton McLane III | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Robert A Probe MD | |||||||||
| Director, Board Chairman | 40.00 | X | 0 | 761948 | 54051 | X | |||
| Alejandro C Arroliga MD | |||||||||
| Director | 40.00 | X | 0 | 498381 | 48214 | ||||
| Timothy M Bittenbinder MD | |||||||||
| Director | 40.00 | X | 0 | 540218 | 53051 | ||||
| Shahin Motakef | |||||||||
| Director, President, Chief Executive Officer | 40.00 | X | 0 | 159362 | 4683 | X | |||
| Patricia M Currie | |||||||||
| Director, President, Syste | 40.00 | X | 0 | 480343 | 46740 | X | |||
| Dennis L Laraway | |||||||||
| Director, Secretary/Treasurer, System Chief Financ | 40.00 | X | 0 | 444702 | 42397 | X | |||
| Dick L Dixon | |||||||||
| Director, Secretary/Treasurer, System Chief Financ | 40.00 | X | 0 | 313365 | 48214 | X | |||
| James Carroll | |||||||||
| Executive Vice President | 40.00 | 0 | 401331 | 39063 | X | ||||
| Stephen Sibbitt MD | |||||||||
| Chief Medical Officer | 40.00 | 0 | 442372 | 48214 | X | ||||
| Cynthia B Dunlap | |||||||||
| System Chief Nursing Executive | 40.00 | 0 | 202857 | 38845 | X | ||||
| Glen R Couchman MD | |||||||||
| System Chief Medical Officer | 40.00 | 0 | 573830 | 53381 | X | ||||
| Robert W Pryor MD | |||||||||
| System Chief Executive Officer | 40.00 | 0 | 866989 | 46463 | X | ||||
| John L Boyd III MD | |||||||||
| Chief Medical Officer McLane Children's Hospital S | 40.00 | 0 | 425130 | 51240 | X | ||||
| Matthew L Chambers | |||||||||
| System Chief Information Officer | 40.00 | 0 | 188235 | 6084 | X | ||||
| Marc R Hallee | |||||||||
| System Chief Human Resource Officer | 40.00 | 0 | 450015 | 6951 | X | ||||
| Paul R Illyes | |||||||||
| Nurse Anesthetist | 40.00 | 291641 | 0 | 39617 | X | ||||
| Warren JVoegele | |||||||||
| Nurse Anesthetist | 40.00 | 250629 | 0 | 38131 | X | ||||
| Charles S McFarling | |||||||||
| Nurse Anesthetist | 40.00 | 260359 | 0 | 38937 | X | ||||
| Dwight C Williams | |||||||||
| Nurse Anesthetist | 40.00 | 243869 | 0 | 31991 | X | ||||
| Ronald K Adcock | |||||||||
| Nurse Anesthetist | 40.00 | 202692 | 0 | 35922 | X | ||||
| Wade L Knight MD | |||||||||
| Former Officer, Trustee (F | 40.00 | 0 | 520884 | 45876 | X | ||||
| Michael L Middleton MD | |||||||||
| Former Officer, Trustee (F | 40.00 | 0 | 431763 | 48214 | X | ||||
| Francis P Anderson | |||||||||
| Former Officer (FYE10) | 40.00 | 0 | 278998 | 50602 | X | ||||
| Andrejs E Avots-Avotins MD | |||||||||
| Former Officer, Trustee (F | 40.00 | 0 | 560418 | 49051 | X | ||||
| Kenneth A Johnson | |||||||||
| Former Officer (FYE 08) | 40.00 | 0 | 185580 | 110335 | X | ||||
| Stuart Donald Sequin | |||||||||
| Former Officer (FYE 08) | 40.00 | 0 | 359716 | 61723 | X | ||||
| J Paul Dieckert | |||||||||
| Former officer (FYE 09) | 40.00 | 0 | 1198025 | 51040 | X | ||||
| Phillip Cain MD | |||||||||
| Former Officer (FYE 07) | 40.00 | 0 | 286704 | 50917 | X | ||||
| Alfred B Knight MD | |||||||||
| Former Officer (FY11) | 40.00 | 0 | 779908 | 49821 | X | ||||
| Gail VanZyl | |||||||||
| Former Officer (FY11) | 40.00 | 0 | 175791 | 74647 | X | ||||
| William L Rayburn MD | |||||||||
| Former Officer (FYE 10) | 40.00 | 0 | 555012 | 50518 | X | ||||
| Peter Brumleve | |||||||||
| Former Key Employee (FYE 1 | 40.00 | 0 | 1158188 | 46411 | X | ||||
| Nancy Birdwell | |||||||||
| Former Key Employee (FYE 1 | 40.00 | 0 | 286345 | 39810 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1249190 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 13526410 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1501154 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | 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 |
|---|---|---|---|---|---|
| DPR Construction Inc | |||||
| 9606 North Mopac Ste 300 | Austin | TX | 78759 | Construction | 44108474 |
| Kitchell Contractors | |||||
| 1707 E Highland Ave 200 | Phoenix | AZ | 85016 | Construction | 8116458 |
| Jacobs Engineering | |||||
| 2705 Bee Cave Road Ste 300 | Austin | TX | 787465688 | Engineering | 7123723 |
| Page Southerland Page | |||||
| 400 W Cesar Chavez Ste 500 | Austin | TX | 78701 | Architecture | 4957192 |
| HKS Inc | |||||
| PO Box 731121 | Dallas | TX | 753731121 | Construction | 1655573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 301 | NumberOfContractorsGT100K |
| All Other Contributions | 174240 | AllOtherContributions |
| Total Contributions | 174240 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Patient Care Rev-Net | 621990 | 920292348 | 920292348 |
| Education | 611600 | 21641231 | 21641231 |
| Research | 541700 | 6295623 | 6295623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 948229202 | TotalProgramServiceRevenue |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9906801 | TotalRevenueColumn |
| Exclusion | $9,906,801 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 763824 | TotalRevenueColumn |
| Exclusion | $763,824 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1242 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1242 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1242 | TotalRevenueColumn |
| Exclusion | $1,242 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 198590986 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 206918176 | Securities |
| Other | 481400 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8327190 | Securities |
| Other | -481400 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8808590 | TotalRevenueColumn |
| Exclusion | -$8,808,590 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Cafeteria/Food Service | 722310 | 4278942 | $4,278,942 |
| Thrift Store | 453310 | 423657 | $423,657 |
| Gift Shop | 453220 | 91094 | $91,094 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16058 | TotalRevenueColumn |
| Exclusion | $16,058 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4809751 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 955076470 | TotalRevenueColumn |
| Related Or Exempt Function Income | 948229202 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,673,028 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111120605 | Total |
| Program Services | 111120605 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283159465 | Total |
| Program Services | 272351138 | ProgramServices |
| Management And General | 9751357 | ManagementAndGeneral |
| Fundraising | 1056970 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31224610 | Total |
| Program Services | 29337488 | ProgramServices |
| Management And General | 1089416 | ManagementAndGeneral |
| Fundraising | 797706 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25150992 | Total |
| Program Services | 24170251 | ProgramServices |
| Management And General | 865400 | ManagementAndGeneral |
| Fundraising | 115341 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54232 | Total |
| Management And General | 54232 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208499 | Total |
| Management And General | 208499 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2686271 | Total |
| Management And General | 2686271 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84596800 | Total |
| Program Services | 67441508 | ProgramServices |
| Management And General | 16210308 | ManagementAndGeneral |
| Fundraising | 944984 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 865857 | Total |
| Program Services | 784176 | ProgramServices |
| Fundraising | 81681 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10712259 | Total |
| Program Services | 10289467 | ProgramServices |
| Management And General | 366984 | ManagementAndGeneral |
| Fundraising | 55808 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21512413 | Total |
| Program Services | 20768837 | ProgramServices |
| Management And General | 740740 | ManagementAndGeneral |
| Fundraising | 2836 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17376152 | Total |
| Program Services | 16748540 | ProgramServices |
| Management And General | 597352 | ManagementAndGeneral |
| Fundraising | 30260 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18608985 | Total |
| Program Services | 913614 | ProgramServices |
| Management And General | 17314502 | ManagementAndGeneral |
| Fundraising | 380869 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1802089 | Total |
| Program Services | 1671212 | ProgramServices |
| Fundraising | 130877 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9313301 | Total |
| Program Services | 8950948 | ProgramServices |
| Fundraising | 362353 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68430921 | Total |
| Program Services | 66072370 | ProgramServices |
| Management And General | 2356533 | ManagementAndGeneral |
| Fundraising | 2018 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1193175 | Total |
| Program Services | 1193175 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| Patient Care Expense | 184439309 | 184439309 | |
| Bad Debt | 85247413 | 85247413 | |
| Rent/Maintenance | 6952211 | 6950530 | 1681 |
| Overhead | 20202 | 20202 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13305565 | Total |
| Program Services | 6868411 | ProgramServices |
| Management And General | 6287590 | ManagementAndGeneral |
| Fundraising | 149564 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977981326 | Total |
| Program Services | 915318992 | ProgramServices |
| Management And General | 58529184 | ManagementAndGeneral |
| Fundraising | 4133150 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55714707 | BOY |
| EOY | 67503747 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14148469 | BOY |
| EOY | 193913490 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2116928 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185003877 | BOY |
| EOY | 195076289 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64218 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5918004 | BOY |
| EOY | 7202300 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9337529 | BOY |
| EOY | 10697302 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7345827 | BOY |
| EOY | 12489370 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1462235089 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 715993821 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 689713056 | BOY |
| EOY | 746241268 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303052997 | BOY |
| EOY | 175184102 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4294747 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162252825 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139542616 | BOY |
| EOY | 3104886 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1574211053 | BOY |
| EOY | 1415707501 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119579726 | BOY |
| EOY | 123265053 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28901488 | BOY |
| EOY | 17406291 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58674959 | BOY |
| EOY | 2879455 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35718899 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41723905 | BOY |
| EOY | 552328959 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284598977 | BOY |
| EOY | 695879758 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1198831480 | BOY |
| EOY | 703101298 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54998737 | BOY |
| EOY | -20032299 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35781859 | BOY |
| EOY | 36758744 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1289612076 | BOY |
| EOY | 719827743 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1574211053 | BOY |
| EOY | 1415707501 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -22904856 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -546879477 | ReconcilationOtherChanges |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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 | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $23,967 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $498,913 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 522880 | 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 Memorial Hospital ("SWMH") maintains memberships in the American Hospital Association, Texas Hospital Association and other national and state 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 organization. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 126133057 | BeginningOfYearBalance |
| Contributions | 2770916 | Contributions |
| Investment Earnings Or Losses | 3814337 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 295510 | GrantsOrScholarships |
| Other Expenditures | 11962755 | OtherExpenditures |
| Administrative Expenses | 116497468 | AdministrativeExpenses |
| End Of Year Balance | 3962577 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 109795429 | BeginningOfYearBalance |
| Contributions | 19956105 | Contributions |
| Investment Earnings Or Losses | 12551664 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 179653 | GrantsOrScholarships |
| Other Expenditures | 15990488 | OtherExpenditures |
| End Of Year Balance | 126133057 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73389524 | BeginningOfYearBalance |
| Contributions | 33107619 | Contributions |
| Investment Earnings Or Losses | 5602178 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 81802 | GrantsOrScholarships |
| Other Expenditures | 2222090 | OtherExpenditures |
| End Of Year Balance | 109795429 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92860194 | BeginningOfYearBalance |
| Contributions | 763913 | Contributions |
| Investment Earnings Or Losses | -11892140 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 176750 | GrantsOrScholarships |
| Other Expenditures | 8165693 | OtherExpenditures |
| End Of Year Balance | 73389524 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.52000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.38000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 42240779 | InvestmentCostOrOtherBasis |
| Book Value | 42240779 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 621083318 | InvestmentCostOrOtherBasis |
| Depreciation | 244429334 | Depreciation |
| Book Value | 376653984 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 648910568 | InvestmentCostOrOtherBasis |
| Depreciation | 458536829 | Depreciation |
| Book Value | 190373739 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 150000424 | InvestmentCostOrOtherBasis |
| Depreciation | 13027658 | Depreciation |
| Book Value | 136972766 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 746241268 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Other Liabilities - Payroll/Benefits | $42,964,126 |
| Reserve for Insurance/Checks | $161,785 |
| Related Organizations | $503,739,396 |
| Captital Lease | $5,463,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 552328959 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | 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. |
| Part V: Endowment funds and income from endowment investments are used to provide funding for program activities of Scott & White Memorial Hospital. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and Caribbean | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Type Of Activities Conducted | Investment | TypeOfActivitiesConducted |
| Total Expenditures | 63747423 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 63747423 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 63747423 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part I, line 3: Investments represent stock and bond portfolio investments in unrelated foreign organizations. Providing certain insurance coverage and risk management through Scott & White Assurance, Ltd, a captive insurance company, provides benefits at lower costs compared to providing such coverage through unrelated insurance carriers. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Bliss | ||||||||
| PO Box 129 | St Joseph | MN | 56374 | Consults on direct mailing program | 0 | 0 | 138098 | -138098 |
| Stelter | ||||||||
| 10435 New York Ave | Des Moines | IA | 50313 | Consults on direct mailing program | 0 | 0 | 51009 | -51009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 189107 | TotalRetainedByContractors |
| Total Net To Organization | -189107 | TotalNetToOrganization |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent100 | X | Pcent100 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 375.000000000000 | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 0 | AnnualCommunityBenefitReport |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 41386655 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6766408 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 34620247 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03880 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 87705372 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 53618184 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 34087188 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03820 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7782689 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4047906 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3734783 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00420 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 136874716 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 64432498 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 72442218 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08120 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 198138 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 198138 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 79058977 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 21641231 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 57417746 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06430 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 50646133 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 35609606 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15036527 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01680 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 13761050 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 570464 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 13190586 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01480 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 246336 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 246336 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 143910634 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 57821301 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 86089333 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09640 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 280785350 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 122253799 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 158531551 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.17760 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $25,112,220 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 219494275 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 275140018 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -55645743 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Childrens HospitalChildrensHospital | Teaching HospitalTeachingHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours |
|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Memorial Hospital | ||||||||||
| 1 | 2401 S 31st Street | Temple | TX | 76508 | X | X | X | X | X | X |
| King's Daughters Hospital | ||||||||||
| 2 | 1901 SW HK Dodgen Loop | Temple | TX | 76502 | X | X | X | |||
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber | CHNA ConductedCHNAConducted | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Posted On WebsitePostedOnWebsite | Posted In Emergency RoomPostedInEmergencyRoom | Posted In Admission OfficePostedInAdmissionOffice | Available On RequestAvailableOnRequest | Other PublicityOtherPublicity | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Medicare RateMedicareRate | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott & White Memorial Hospital | |||||||||||||||||||||
| 1 | 0 | 1 | 1 | 100.000000000000 | 1 | 375.000000000000 | 1 | X | 1 | 1 | X | X | X | X | X | 1 | 0 | 1 | X | 0 | 0 |
| McLane Children's Hospital Scott & White | |||||||||||||||||||||
| 2 | 0 | 1 | 1 | 100.000000000000 | 1 | 375.000000000000 | 1 | X | 1 | 1 | X | X | X | X | X | 1 | 0 | 1 | X | 0 | 0 |
Form990 Schedule H Part VI Form990ScheduleHPartVI (14 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| Part I, Line 6a: Scott & White Memorial Hospital ("SWMH") did not prepare a community benefit report for the fiscal year ending August 31, 2012. SWMH is located in Bell County Texas, and the Bell County Community Needs Coalition (the "coalition") completed a county needs assessment in August of 2010. This assessment is the product of a collaborative process of systematic collection, analysis, and distribution of information on the health and human services needs of Bell County. Various data collection tools and methods, such as surveys (printed in 3 languages), interviews and focus groups, were used to conduct the needs assessment. The assessment resulted in the coalition identifying the top challenges, by region, affecting the citizens of Bell County and surrounding areas. While SWMH was not actively involved in conducting the assessment, the assessment is being used to reassess the current programs and services to better serve the community. | ||
| Part I, Line 7: The costing method used for Schedule H is the cost to charge ratio, as calculated in Schedule H, Worksheet 2. This method was applied to the costs reported on lines 7a, 7b, and 7c. | ||
| Part I, L7 Col(f): Bad debt expense subtracted from total expenses on Part IX of the Form 990 to calculate the operating expenses used in calculating the percentage in column (f) is $85,247,413. | ||
| Part III, Line 4: In the Scott & White Memorial Hospital ("SWMH") accounting system, bad debt is recorded as the cost of forgone charges. To calculate the cost of bad debt for purposes of Schedule H, Part III, line 2, the cost to charge ratio calculated in Worksheet 2 of the Schedule H Instructions was applied. Due to patient screenings which occur prior to recording bad debt charges, bad debt expense should not contain community benefit expenditures.Audited financial statement footnote: The presentation of the provision for bad debts as a reduction of patient service revenue is based on an entity-wide assessment of the significance of patient revenue that is recognized without assessing patients' ability to pay. Scott & White has experienced an increase in write-off trends related to bad debt and charity across the system driven by changes in insurance plan structures shifting financial responsibility away from the health plan to individuals and general economic conditions. There have been no significant changes to the charity care policies for the year ended August 31, 2012. | ||
| Part III, Line 8: Scott & White Memorial Hospital ("SWMH") is a nonprofit hospital that voluntarily participates in the Medicare program. Medicare payments received do not cover the costs incurred to provide services to Medicare patients. In reporting the community benefit portion of the American Hospital Association/Texas Hospital Association survey, the Medicare short-fall is included in community benefit reporting.Costing methodology/source: The Medicare revenue and costs are from the Medicare Cost Report which has a year-end August 31, 2012. All payments to providers of services must be based on the reasonable cost of services covered under title XVIII of the Social Security Act. Reasonable cost includes all necessary and proper costs incurred in rendering the services. Reasonable cost takes into account both direct and indirect costs of providers of services, including normal standby costs. The general services or overhead cost is stepped down and allocated through statistical data to equitably allocate the expenses to the hospital service departments. | ||
| Part III, Line 9b: The Scott & White Healthcare Financial Assistance Policy has a section for coordination with collection policies. It states: "notwithstanding any other provision of any other policy or provision at S&W regarding billing and collection matters, S&W will not engage in extraordinary collection actions before it makes reasonable efforts to determine whether an individual who has an unpaid billing from S&W is eligible for financial assistance under this Policy. "Reasonable efforts" includes notification to the patient by S&W of this Policy upon admission or discharge and in written and oral communications with the patient regarding the patient's billings, including invoices, telephone calls, and such other communications as may be set forth in future guidance from the U.S. Department of the Treasury or Internal Revenue Service." | ||
| Part V, Section B, Line 13g: In addition to the methods of publication listed in question 13, Scott & White Memorial Hospital ("SWMH") annually posts a notice in the principal newspaper of its service area. | Scott & White Memorial Hospital | |
| Part V, Section B, Line 13g: In addition to the methods of publication listed in question 13, Scott & White McLane Children's Hospital Scott & White annually posts a notice in the principal newspaper of its service area. | McLane Children's Hospital Scott & White | |
| Part VI, Line 2: The Scott & White Healthcare System (the "System") subscribes to Healthy Communities Institute, which supplies continuously updated community data on 75 to 200 health and quality of life indicators. Data for each hospital in the System including Scott & White Memorial Hospital ("SWMH") can be found on the website www.sw.org. Scott & White routinely monitors local health trends, reviews hospitalization inpatient and outpatient records, and takes feedback from community leaders and public health officials regarding the current community health needs. Scott & White staff members regularly participate in exchanges with government, education, and human service organizations to identify other issues in the community that may be underlying causes of healthcare problems. Scott & White executives assist other community health service organizations with strategic planning in the delivery of services to the medically underserved. In an effort to get regular feedback from the community, Scott & White created a new department to actively engage patients and the community in continuous dialogue to provide them an opportunity to discuss their unmet medical care needs. This platform allows the opportunity to understand the community's perspective regarding helpful service improvements. A strategic plan has been implemented for conducting extensive community health needs assessments on a 3 year cyclical basis, the first of which will be completed by August 31, 2013. Data pertaining to changing demographics, hospitalization rates for the top 15 conditions, and 100 health and quality of life indicators will be collected, monitored and reported on a regular basis on the hospital's website. The data will show how counties within the SWMH service area compare to other counties in Texas and the U.S. Healthy People 2020 goals. Also, information gaps in the current data will be identified and targeted for future exploration in the form of surveys, key informant interviews and focus groups. The process for conducting the community health needs assessment was presented to the SWMH Board of Directors and the Directors were given the opportunity to provide input and make suggestions. | ||
| Part VI, Line 3: Scott & White Memorial Hospital Hospital ("SWMH") provides patients with information regarding eligibility for financial assistance in a number of ways. Patients are notified of the Financial Assistance Policy upon admission or discharge and in written and oral communications with the patient regarding patient billing statements including phone contact information for patients seeking information regarding billings, invoices and telephone calls. Scott & White personnel attempt to screen uninsured patients for eligibility for financial assistance, as well as alternative funding sources, prior to providing services. When screening prior to services is not possible, Scott & White personnel attempt to screen uninsured patients prior to billing. Scott & White financial counselors contacting patients regarding outstanding accounts attempt to screen patients for eligibility for financial assistance and opportunities for alternative funding sources. | ||
| Part VI, Line 4: The Scott & White Healthcare System provides care for patients in 35 counties in the state of Texas covering 29,000-square miles. Eighty-five percent of the patients come from the primary service area including the counties of Bell, Brazos, Coryell, Falls, Lampasas, McLennan, Milam, and Williamson. Eight percent of patients come from the secondary service area including Blanco, Bosque, Brown, Burleson, Burnet, Comanche, Grimes, Hamilton, Hays, Hill, Hood, Johnson, Lee, Leon, Limestone, Llano, Madison, Mills, Robertson, San Saba, Somervell, Travis and Washington counties.In Scott & White's primary service area, the total population is 1,268,822 and the median household income is $46,930. Twenty-seven percent of the population is under the age of 17; 42% is between the ages of 18 and 44; 21% is between the ages of 45 and 64; and 10% of the population is over 65. The top three ethnicities in the primary service area are Caucasian Non-Hispanic with 61.08% of the population; 20.67% are Hispanic and 12% are African American.General Health Summary: The March 2010 public health rankings list Bell County as 74th out of 223 in the state of Texas. A community health needs assessment was completed in August 2010 by the Bell County Community Needs Coalition. The following information was taken from the results of that assessment to help provide a snapshot of the overall health of the immediate community that Scott & White Memorial Hospital serves: Forty percent of nearly 3,000 survey respondents indicated they would qualify their overall health as either fair or poor. The most common health diagnoses that residents of Bell County have received from physicians are high blood pressure (36.8% of respondents), high cholesterol (24.5% of respondents), and mental illness such as depression, anxiety or substance abuse (23.2% of respondents). The number one cause of death is cardiovascular disease, followed by cancer. Referencing the risk factors for CVD, almost 30% of adults in Bell County do not participate in leisure time physical activity, 27% of residents are smokers and over 75% of adults eat less than five fruits and vegetables a day. All of these indicators are a slightly higher percentage than the state levels. The top two possibly preventable conditions that Bell County residents were hospitalized for are congestive heart failure and bacterial pneumonia. | ||
| Part VI, Line 5: All Scott & White Healthcare System facilities are operated in a manner that furthers exempt purposes. Scott & White Healthcare officers and executives plan and direct the activities of all System facilities under the direction and oversight of the Scott & White Healthcare Board of Trustees. The Scott & White Memorial Hospital ("SWMH") Board of Directors is comprised of persons residing in the service area. As explained in response to Form 990 Part VI, Section A, Question 7b, the SWMH Board of Directors does not consist of a majority of independent directors because SWMH relies on the Scott & White Healthcare Board of Trustees, which is controlled by a majority of community trustees, to meet community board standards. Surplus funds are reinvested in facilities, equipment and programs to further SWMH's exempt purposes. SWMH is operated for the benefit of the public and no part of income inures to any private individual or serves a private interest. Surplus funds are used to improve the quality of patient care, expand facilities, advance medical training and education and fund research. Scott & White Healthcare has a Financial Assistance Policy that all hospitals in the Scott & White Healthcare System, including SWMH, follow, which provides assistance to individuals with incomes up to 375% of the Federal Poverty Guidelines. | ||
| Part VI, Line 6: 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 Memorial Hospital ("SWMH") 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. Scott & White Memorial Hospital operates a 610 bed acute care hospital and a 78 bed stand-alone children's hospital which opened October 4, 2011. Scott & White Memorial Hospital had 204,427 patient observation days (excluding newborns), 24,180 surgical cases, 28,415 admissions and 79,791 emergency room visits for the fiscal year ending August 31, 2012. The McLane Children's Hospital at Scott & White includes 48 private rooms, 16 pediatric intensive care rooms, 14 pediatric emergency room suites, and provides 24-hour emergency room services dedicated to and specifically equipped to respond to children's needs. The McLane Children's Hospital at Scott & White had 25,729 patient observation days (excluding newborns), 3,509 surgical cases, 3,906 admissions and 16,125 emergency room visits for the fiscal year ending August 31, 2012. The McLane Children's Hospital is the first dedicated children's hospital in Texas, and third in the country, to install the latest in computed tomography (CT) technology. The Sonotom Definition Flash CT system from Siemens Healthcare produces images with up to 128-slice detail at more than twice the speed of most CT systems used in children's hospitals in the U.S. 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.SWMH 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. Scott & White also serves private pay patients and contracts with health plans and insurance companies to provide medical services for their participants. | ||
| TX | Reports Filed With States | Part VI, Line 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & White Clinic | BusinessNameLine1 |
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) |
|---|---|---|
| EIN Of Recipient | 742958277 | EINOfRecipient |
| IRC Section | 501 (c)(3) | IRCSection |
| Amount Of Cash Grant | 111120605 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | To provide support for Clinic opperations. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Nursing/Other Health-Related Scholarships | TypeOfGrant |
| Number Of Recipients | 56 | NumberOfRecipients |
| Amount Of Cash Grant | 153223 | AmountOfCashGrant |
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: Scholarships are awarded to students seeking a degree in nursing and other health-related fields. These awards are made to employees, as well as non-employees. Scholarship money is awarded by a committee based on completed application, academic transcript(s) and letters of reference. | 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 | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (33 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert A Probe MD | |||||||||||||
| 0 | 760832 | 0 | 0 | 0 | 1116 | 0 | 31850 | 0 | 22201 | 0 | 815999 | 0 | 0 |
| Alejandro C Arroliga MD | |||||||||||||
| 0 | 497415 | 0 | 0 | 0 | 966 | 0 | 31850 | 0 | 16364 | 0 | 546595 | 0 | 0 |
| Timothy M Bittenbinder MD | |||||||||||||
| 0 | 539252 | 0 | 0 | 0 | 966 | 0 | 31850 | 0 | 21201 | 0 | 593269 | 0 | 0 |
| Shahin Motakef | |||||||||||||
| 0 | 148829 | 0 | 10000 | 0 | 533 | 0 | 0 | 0 | 4683 | 0 | 164045 | 0 | 0 |
| Patricia M Currie | |||||||||||||
| 0 | 479377 | 0 | 0 | 0 | 966 | 0 | 31850 | 0 | 14890 | 0 | 527083 | 0 | 0 |
| Dennis L Laraway | |||||||||||||
| 0 | 444256 | 0 | 0 | 0 | 446 | 0 | 31850 | 0 | 10547 | 0 | 487099 | 0 | 0 |
| Dick L Dixon | |||||||||||||
| 0 | 311559 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 16364 | 0 | 361579 | 0 | 0 |
| James Carroll | |||||||||||||
| 0 | 398559 | 0 | 0 | 0 | 2772 | 0 | 31850 | 0 | 7213 | 0 | 440394 | 0 | 0 |
| Stephen Sibbitt MD | |||||||||||||
| 0 | 441742 | 0 | 0 | 0 | 630 | 0 | 31850 | 0 | 16364 | 0 | 490586 | 0 | 0 |
| Cynthia B Dunlap | |||||||||||||
| 0 | 201891 | 0 | 0 | 0 | 966 | 0 | 26914 | 0 | 11931 | 0 | 241702 | 0 | 0 |
| Glen R Couchman MD | |||||||||||||
| 0 | 572024 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 21531 | 0 | 627211 | 0 | 0 |
| Robert W Pryor MD | |||||||||||||
| 0 | 864217 | 0 | 0 | 0 | 2772 | 0 | 31850 | 0 | 14613 | 0 | 913452 | 0 | 0 |
| John L Boyd III MD | |||||||||||||
| 0 | 416142 | 0 | 0 | 0 | 8988 | 0 | 31850 | 0 | 19390 | 0 | 476370 | 0 | 0 |
| Matthew L Chambers | |||||||||||||
| 0 | 172585 | 0 | 10000 | 0 | 5650 | 0 | 0 | 0 | 6084 | 0 | 194319 | 0 | 0 |
| Marc R Hallee | |||||||||||||
| 0 | 346430 | 0 | 90000 | 0 | 13585 | 0 | 0 | 0 | 6951 | 0 | 456966 | 0 | 0 |
| Paul R Illyes | |||||||||||||
| 279280 | 0 | 11901 | 0 | 460 | 0 | 24244 | 0 | 15373 | 0 | 331258 | 0 | 0 | 0 |
| Warren JVoegele | |||||||||||||
| 243503 | 0 | 6901 | 0 | 225 | 0 | 25664 | 0 | 12467 | 0 | 288760 | 0 | 0 | 0 |
| Charles S McFarling | |||||||||||||
| 248085 | 0 | 11952 | 0 | 322 | 0 | 26509 | 0 | 12428 | 0 | 299296 | 0 | 0 | 0 |
| Dwight C Williams | |||||||||||||
| 233073 | 0 | 10501 | 0 | 295 | 0 | 24796 | 0 | 7195 | 0 | 275860 | 0 | 0 | 0 |
| Ronald K Adcock | |||||||||||||
| 190331 | 0 | 11901 | 0 | 460 | 0 | 21058 | 0 | 14864 | 0 | 238614 | 0 | 0 | 0 |
| Wade L Knight MD | |||||||||||||
| 0 | 517531 | 0 | 0 | 0 | 3353 | 0 | 31850 | 0 | 14026 | 0 | 566760 | 0 | 0 |
| Michael L Middleton MD | |||||||||||||
| 0 | 430328 | 0 | 805 | 0 | 630 | 0 | 31850 | 0 | 16364 | 0 | 479977 | 0 | 0 |
| Francis P Anderson | |||||||||||||
| 0 | 277192 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 18752 | 0 | 329600 | 0 | 0 |
| Andrejs E Avots-Avotins MD | |||||||||||||
| 0 | 558612 | 0 | 0 | 0 | 1806 | 0 | 31850 | 0 | 17201 | 0 | 609469 | 0 | 0 |
| Kenneth A Johnson | |||||||||||||
| 0 | 87665 | 0 | 0 | 0 | 97915 | 0 | 107579 | 0 | 2756 | 0 | 295915 | 0 | 0 |
| Stuart Donald Sequin | |||||||||||||
| 0 | 221708 | 0 | 0 | 0 | 138008 | 0 | 52038 | 0 | 9685 | 0 | 421439 | 0 | 0 |
| J Paul Dieckert | |||||||||||||
| 0 | 1195253 | 0 | 0 | 0 | 2772 | 0 | 31850 | 0 | 19190 | 0 | 1249065 | 0 | 0 |
| Phillip Cain MD | |||||||||||||
| 0 | 283932 | 0 | 0 | 0 | 2772 | 0 | 31850 | 0 | 19067 | 0 | 337621 | 0 | 0 |
| Alfred B Knight MD | |||||||||||||
| 0 | 776441 | 0 | 0 | 0 | 3467 | 0 | 31850 | 0 | 17971 | 0 | 829729 | 0 | 0 |
| Gail VanZyl | |||||||||||||
| 0 | 146865 | 0 | 0 | 0 | 28926 | 0 | 67190 | 0 | 7457 | 0 | 250438 | 0 | 0 |
| William L Rayburn MD | |||||||||||||
| 0 | 554046 | 0 | 0 | 0 | 966 | 0 | 31850 | 0 | 18668 | 0 | 605530 | 0 | 0 |
| Peter Brumleve | |||||||||||||
| 0 | 428944 | 0 | 0 | 0 | 729244 | 0 | 31850 | 0 | 14561 | 0 | 1204599 | 0 | 0 |
| Nancy Birdwell | |||||||||||||
| 0 | 283573 | 0 | 0 | 0 | 2772 | 0 | 31850 | 0 | 7960 | 0 | 326155 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 4b | Stuart Donald Sequin received a severance payment of $125,000. 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
Form990 Schedule L Part IV Form990ScheduleLPartIV (10 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 |
| Jarrod Pryor | |||
| Family of Key Employee | 67026 | Employee of the Scott & White Healthcare System | 0 |
| Mercedes Arroliga MD | |||
| Family of Director | 108091 | Employee of the Scott & White Healthcare System | 0 |
| Darla Lowe MD | |||
| Family of Director | 152466 | Employee of the Scott & White Healthcare System | 0 |
| Ellen Sibbitt | |||
| Family of Key Employee | 16268 | Employee of the Scott & White Healthcare System | 0 |
| Brett Dixon | |||
| Family of Officer | 14995 | Employee of the Scott & White Healthcare System | 0 |
| Donald Grobowsky | |||
| Trustee Scott & White Healthcare | 165235 | Partner in a company that leases a clinic building in Hutto, Texas. | 0 |
| John Carroll | |||
| Family of Officer | 85314 | Employee of the Scott & White Healthcare System | 0 |
| Marjo Carroll | |||
| Family of Officer | 71971 | Employee of the Scott & White Healthcare System | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 423657 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| ExplanationExplanation | Return ReferenceReturnReference | IdentifierIdentifier |
|---|---|---|
| Form 990, Part V, Line 2a: Employees of the Scott & White Healthcare System are employed by Scott & White Memorial Hospital ("SWMH") 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 Memorial Hospital's ("SWMH") 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 Memorial Hospital's ("SWMH") 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). Election of the SWMH Board of Directors requires the approval of the Scott & White Healthcare Board of Trustees, by majority vote. 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 7a | |
| Scott & White Memorial Hospital's ("SWMH") 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). Actions taken by the SWMH 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 Memorial Hospital ("SWMH") 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 Memorial Hospital Hospital ("SWMH"). 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 Memorial Hospital Hospital ("SWMH") governing documents and Conflict of Interest Policy (Tax) are available to the public upon request. SWMH 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. | ||
| Net unrealized gains on investments: 1,094,447. Transfer to Scott & White Assurance 7,732,202. Revenue/Gains From Subsidiaries 9,988,731. Revenue/Gains From Unconsolidated Entities 55,164. Other Changes in Net Assets -9,330,239. Reorganization Transfers -556,391,896. Change in Net Assets of Supporting Foundation -2,449. Nondeductible Penalties -25,437. Total to Form 990, Part XI, Line 5: -546,879,477. | Form 990, Part XI, line 5: | Changes in Net Assets or Fund Balances: |
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 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 Clinic | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 742958277 | Physician Services | TX | 501(c)(3) | Line 9 | 1 | Scott & White Healthcare | |
| 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 EMS Inc | |||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 753242749 | Emergency Transportation | TX | 501(c)(3) | Line 9 | 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 Health Plan | |||||||||||
| 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 | Healthcare | 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 Company | N/A | C | 23 Lime Tree Bay | Grand Cayman | Grand Cayman | CJ | CJ | |||||
| Hillcrest Holdings Inc | |||||||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 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 Trust | TX | N/A | T | |||||
| Charitable Remainder Trust #2 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 206463694 | Investment Trust | TX | N/A | T | |||||
| Charitable Remainder Trust #3 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 416504860 | Investment Trust | TX | N/A | T | |||||
| Charitable Remainder Trust #4 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751167 | Investment Trust | TX | N/A | T | |||||
| Charitable Remainder Trust #5 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746391353 | Investment Trust | TX | N/A | T | |||||
| Charitable Remainder Trust #6 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746397360 | Investment Trust | TX | N/A | T | |||||
| Charitable Remainder Trust #7 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 742751168 | Investment Trust | TX | N/A | T | |||||
| Charitable Remainder Trust #8 | |||||||||||||
| PO Box 6101 | Temple | TX | 765036101 | 746423552 | Investment Trust | 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 | 1 | 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 |
| 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 | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (28 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Scott & White Clinic | ||
| P | 527332631 | Cost |
| Scott & White Clinic | ||
| Q | 68869676 | Cost |
| Scott & White Hospital Round Rock | ||
| P | 101207207 | Cost |
| Scott & White Hospital Round Rock | ||
| R | 3742056 | Cost |
| Scott & White Continuing Care Hospital | ||
| P | 17142037 | Cost |
| Scott & White Continuing Care Hospital | ||
| R | 71130 | Cost |
| Scott & White EMS | ||
| P | 7196017 | Cost |
| Scott & White EMS | ||
| Q | 169728 | Cost |
| Scott & White Health Plan | ||
| P | 45051936 | Cost |
| Scott & White Health Plan | ||
| R | 2537971 | Cost |
| Scott & White Hospital-Llano | ||
| P | 24732499 | Cost |
| Scott & White Hospital-Llano | ||
| R | 2334949 | Cost |
| Scott & White Hospital-Brenham | ||
| P | 5564061 | Cost |
| Scott & White Hospital-Brenham | ||
| Q | 845435 | Cost |
| Scott & White Hospital-Taylor | ||
| P | 9852538 | Cost |
| Scott & White Hospital-Taylor | ||
| Q | 1661291 | Cost |
| Scott & White Healthcare | ||
| Q | 22840797 | Cost |
| Scott & White Healthcare | ||
| O | 14405273 | Cost |
| Scott & White Healthcare Foundation | ||
| Q | 116513104 | Cost |
| Scott & White Healthcare Foundation | ||
| R | 4919297 | Cost |
| Atumida | ||
| P | 137233 | Cost |
| Scott & White Properties | ||
| P | 16735 | Cost |
| Scott & White Properties | ||
| A | 45117 | Cost |
| Scott & White Properties | ||
| R | 355440 | Cost |
| Hillcrest Baptist Medical Center | ||
| P | 11600817 | Cost |
| Scott & White Clinic | ||
| B | 111120605 | Cost |
| Brenham Care Center | ||
| P | 1761483 | Cost |
| Atumida | ||
| Q | 137233 | Cost |