2013-07-12T14:50:09-05:00 2012-08-31 990 2011-09-01 741166904 Scott & White Memorial Hospital SCOT 2542159043 2401 S 31st Street Temple TX 76508 Shahin Motakef 2542159043 2013-07-12 2011 2016-02-24 21:20:13Z Shahin Motakef 2401 S 31st Street Temple TX 76508 1162476046 0 X www.sw.org X 1949 TX 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. 10 4 13442 198 0 0 20777671 174240 937685123 948229202 23025927 1098211 4929389 5574817 986418110 955076470 262508 111120605 0 0 415127222 339535067 0 0 4133150 522521635 527325654 937911365 977981326 48506745 -22904856 1574211053 1415707501 284598977 695879758 1289612076 719827743 X 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." 0 0 819837241 920292348 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. 79058977 21641231 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. 16422774 6295623 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. 915318992 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 1 X 857 0 0 13442 1 1 1 1 CJ 0 0 0 0 0 0 X 10 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 X Dick Dixon 2547244733 2401 S 31st Street Temple TX 76508 X Glenda Barron PhD 1.00 X 0 0 0 Bill DiGaetano 1.00 X 0 0 0 Barry Couch 1.00 X X 0 0 0 Drayton McLane III 1.00 X 0 0 0 Robert A Probe MD 40.00 X X 0 761948 54051 Alejandro C Arroliga MD 40.00 X 0 498381 48214 Timothy M Bittenbinder MD 40.00 X 0 540218 53051 Shahin Motakef 40.00 X X 0 159362 4683 Patricia M Currie 40.00 X X 0 480343 46740 Dennis L Laraway 40.00 X X 0 444702 42397 Dick L Dixon 40.00 X X 0 313365 48214 James Carroll 40.00 X 0 401331 39063 Stephen Sibbitt MD 40.00 X 0 442372 48214 Cynthia B Dunlap 40.00 X 0 202857 38845 Glen R Couchman MD 40.00 X 0 573830 53381 Robert W Pryor MD 40.00 X 0 866989 46463 John L Boyd III MD 40.00 X 0 425130 51240 Matthew L Chambers 40.00 X 0 188235 6084 Marc R Hallee 40.00 X 0 450015 6951 Paul R Illyes 40.00 X 291641 0 39617 Warren JVoegele 40.00 X 250629 0 38131 Charles S McFarling 40.00 X 260359 0 38937 Dwight C Williams 40.00 X 243869 0 31991 Ronald K Adcock 40.00 X 202692 0 35922 Wade L Knight MD 40.00 X 0 520884 45876 Michael L Middleton MD 40.00 X 0 431763 48214 Francis P Anderson 40.00 X 0 278998 50602 Andrejs E Avots-Avotins MD 40.00 X 0 560418 49051 Kenneth A Johnson 40.00 X 0 185580 110335 Stuart Donald Sequin 40.00 X 0 359716 61723 J Paul Dieckert 40.00 X 0 1198025 51040 Phillip Cain MD 40.00 X 0 286704 50917 Alfred B Knight MD 40.00 X 0 779908 49821 Gail VanZyl 40.00 X 0 175791 74647 William L Rayburn MD 40.00 X 0 555012 50518 Peter Brumleve 40.00 X 0 1158188 46411 Nancy Birdwell 40.00 X 0 286345 39810 1249190 13526410 1501154 5 1 1 0 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 301 174240 174240 Patient Care Rev-Net 621990 920292348 920292348 Education 611600 21641231 21641231 Research 541700 6295623 6295623 948229202 9906801 9906801 763824 763824 1242 0 1242 1242 1242 198590986 206918176 481400 -8327190 -481400 -8808590 -8808590 Cafeteria/Food Service 722310 4278942 4278942 Thrift Store 453310 423657 423657 Gift Shop 453220 91094 91094 16058 16058 4809751 955076470 948229202 0 6673028 111120605 111120605 283159465 272351138 9751357 1056970 31224610 29337488 1089416 797706 25150992 24170251 865400 115341 54232 54232 208499 208499 2686271 2686271 84596800 67441508 16210308 944984 865857 784176 81681 10712259 10289467 366984 55808 21512413 20768837 740740 2836 17376152 16748540 597352 30260 18608985 913614 17314502 380869 1802089 1671212 130877 9313301 8950948 362353 68430921 66072370 2356533 2018 1193175 1193175 Patient Care Expense 184439309 184439309 Bad Debt 85247413 85247413 Rent/Maintenance 6952211 6950530 1681 Overhead 20202 20202 13305565 6868411 6287590 149564 977981326 915318992 58529184 4133150 55714707 67503747 14148469 193913490 2116928 0 185003877 195076289 64218 0 5918004 7202300 9337529 10697302 7345827 12489370 1462235089 715993821 689713056 746241268 303052997 175184102 4294747 162252825 139542616 3104886 1574211053 1415707501 119579726 123265053 28901488 17406291 58674959 2879455 35718899 41723905 552328959 284598977 695879758 X 1198831480 703101298 54998737 -20032299 35781859 36758744 1289612076 719827743 1574211053 1415707501 X -22904856 -546879477 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 23967 1 498913 0 0 522880 0 Part IV, Supplemental Information: 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. 126133057 2770916 3814337 295510 11962755 116497468 3962577 109795429 19956105 12551664 179653 15990488 126133057 73389524 33107619 5602178 81802 2222090 109795429 92860194 763913 -11892140 176750 8165693 73389524 0.10000 0.52000 0.38000 0 0 42240779 42240779 621083318 244429334 376653984 648910568 458536829 190373739 150000424 13027658 136972766 746241268 Other Liabilities - Payroll/Benefits 42964126 Reserve for Insurance/Checks 161785 Related Organizations 503739396 Captital Lease 5463652 552328959 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. Central America and Caribbean 1 Investment 63747423 1 0 0 0 1 0 63747423 0 63747423 0 0 0 0 0 0 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. X X X X X X 0 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 189107 -189107 1 1 X 1 X 1 X 375.000000000000 1 1 1 0 0 41386655 6766408 34620247 0.03880 87705372 53618184 34087188 0.03820 7782689 4047906 3734783 0.00420 136874716 64432498 72442218 0.08120 198138 198138 0.00020 79058977 21641231 57417746 0.06430 50646133 35609606 15036527 0.01680 13761050 570464 13190586 0.01480 246336 246336 0.00030 143910634 57821301 86089333 0.09640 280785350 122253799 158531551 0.17760 1 25112220 219494275 275140018 -55645743 X 1 1 2 1 Scott & White Memorial Hospital

2401 S 31st Street Temple TX 76508

X X X X X X 2 King's Daughters Hospital

1901 SW HK Dodgen Loop Temple TX 76502

X X X 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 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." Scott & White Memorial Hospital 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. McLane Children's Hospital Scott & White 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. 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. Reports Filed With States Part VI, Line 7 TX 1 Scott & White Clinic 2401 S 31st Street Temple TX 76508 742958277 501 (c)(3) 111120605 FMV To provide support for Clinic opperations. 1 Nursing/Other Health-Related Scholarships 56 153223 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X X 0 1 0 0 0 0 0 1 0 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 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. 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 X 423657 Selling Price 0 1 0 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. 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). 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). 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 7b 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 B, line 11 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 12c 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 15a 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 C, line 19 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 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: 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. 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 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 Scott & White Healthcare 1 Scott & White Continuing Care Hospital 2401 S 31st Street Temple TX 76508 202850920 Hospital Services TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Clinic 2401 S 31st Street Temple TX 76508 742958277 Physician Services TX 501(c)(3) Line 9 Scott & White Healthcare 1 Hillcrest Baptist Medical Center 100 Hillcrest Medical Blvd Waco TX 76712 741161944 Hospital Services TX 501(c)(3) Line 3 Scott & White Memorial Hospital 1 Scott & White 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Corporation 2401 S 31st Street Temple TX 76508 742605157 Operational Support TX 501(c)(3) Line 11a, I Scott & White Healthcare 1 Scott & White Foundation-Brenham 2401 S 31st Street Temple TX 76508 742460815 Fundraising TX 501(c)(3) Line 7 Scott & White Hospital-Brenham 1 Brenham Care Center 2401 S 31st Street Temple TX 76508 742663229 Healthcare TX 501(c)(3) Line 9 Scott & White Hospital-Brenham 1 Hillcrest Family Health Center 100 Hillcrest Medical Blvd Waco TX 76712 742730350 Healthcare TX 501(c)(3) Line 11c, III-FI Hillcrest Baptist Medical Center 1 Hillcrest Physician Services 100 Hillcrest Medical Blvd Waco TX 76712 742967081 Physician Services TX 501(c)(3) Line 11c, III-FI Hillcrest Baptist Medical Center 1 Scott & White Lake of the Hills Regional Medical Center 2401 S 31st Street Temple TX 76508 451608264 Hospital Services TX 501(c)(3) Line 3 Scott & White Healthcare 1 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 23 Lime Tree Bay Grand Cayman Grand Cayman CJ 980589956 Investment Company CJ N/A C 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 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