BAYLOR HEALTH CARE SYSTEM FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BAYLOR HEALTH CARE SYSTEM FOUNDATION (EIN 75-1606705)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201141369349303604
- Schema version
- 2009v1.7
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T11:34:13-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 Sixth Avenue North Suite 1200 | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751606705 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baylor Health Care System Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAYL | NameControl |
| Phone | 2148204135 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan Street No 2200 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752013005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rowland Robinson | Name |
| Title | President | Title |
| Phone | 2148204135 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2052512000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Rowland Robinson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 Gaston Ave Ste 100 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 111726713 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.BaylorHealth.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Provides philanthropic support services to help Baylor Health Care System achieve its mission of serving all people with exemplary health care, medical education, medical research, and community service. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 45 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 41320509 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 32644238 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35017 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11740 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8502405 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10557034 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -548815 | OtherRevenuePriorYear |
| Other Revenue Current Year | -290964 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 49309116 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42922048 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19757644 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18165217 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3578676 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3614347 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 60000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 120000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4328366 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3124556 | OtherExpensePriorYear |
| Other Expenses Current Year | 4633502 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26520876 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26533066 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 22788240 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16388982 | RevenuesLessExpensesCY |
| Total Assets BOY | 236933778 | TotalAssetsBOY |
| Total Assets EOY | 272481466 | TotalAssetsEOY |
| Total Liabilities BOY | 7122382 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7239551 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 229811396 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 265241915 | NetAssetsOrFundBalancesEOY |
| Mission Description | To foster and support the activies and purposes of Baylor Health Care System to encourage broad-based public support of the health care system and its affiliated institutions, and to advance the medical objectives, including sponsorship of specific projects and programs, as recommended by the health care system and its affiliate institutions, to promote patient care, research and educational and training programs. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19895425 | Expense |
| Grants | 18165217 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule OBaylor Health Care System Foundation ("Foundation") provides philanthropic services to help its sole member, Baylor Health Care System ("BHCS"), and its related non-profit entities achieve their mission of serving all people through exemplary health care, education, research, and community service. With the support of the community, Baylor Health Care System continues to achieve new levels of excellence to dramatically improve the lives of patients and the well-being of our community for generations to come. Since 1978, the Foundation has raised money through a variety of campaigns and fundraising events, all geared toward certain areas of need such as cancer care, heart and vascular, medical education, palliative care, nursing, neuroscience and other areas. Each event is designed to reach out to the community, educating citizens on various health issues, the Baylor Health Care System mission, and actions that are essential for providing quality healthcare for the North Texas area. Through a wide range of fundraising events and opportunities, donors are united by a single, simple passion: to serve, care for and improve the health and lives of the people in our communities. | Description |
| Total Program Service Expense | 19895425 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 45 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Amy Martin | NamePerson |
| Telephone Number | 2148202677 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 Gaston Avenue | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75246 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (121 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Rowland Robinson | ||||||||
| President | 40.00 | X | X | 461902 | 0 | 57274 | ||
| Joel Allison | ||||||||
| Director | 1.00 | X | 0 | 1921774 | 353051 | |||
| William Boyd | ||||||||
| Director | 1.00 | X | 0 | 818993 | 105650 | |||
| Raul Aguilar | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Dennis H Alberts | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Barry Andrews | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Anita R Arnold | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Darron K Ash | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Norman P Bagwell | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Roy Bailey | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert Barnes Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Richard Bernstein | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Barbara Bradfield | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Harold Brierley | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Glenn Callison | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Brian Casey | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Darlene Cass | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Natalie Chu | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Donald Clampitt | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Nancy Collins Fisher | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Joe Colonnetta | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Edward Copley | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Edward C Coppola Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Leo Corrigan III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| David Craig | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mary Anne Cree | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Linda P Custard | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Lawrence Dale | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Stephen B Dobbs | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Thomas Dunning | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Virgina Dykes DO | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Leldon Echols | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Richard Eiseman Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Sharon Ellis | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Timothy Ewing | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Curtis C Farmer | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| D Gilbert Friedlander | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jeff Fronterhouse | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mark D Gibson | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Margo Goodwin | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James Gray MD | ||||||||
| Director | 1.00 | X | 0 | 24000 | 0 | |||
| Kelly Green | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Randi Halsell | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jack Hamilton | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Margaret Hancock | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| John D Harkey Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Milledge A Hart III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| CR Hefner Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Lisa Hembry | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Barry N Henry | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Al Hill | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| William Hill | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert C Holmes | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| J Stephen Jones | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Thomas D Kingsley | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Aaron W Kozmetsky | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mike Lafitte | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Peter Lewis | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Norman Lofgren | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Lisa W Longino | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Sarah Losinger | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ted Lyon | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| P Mike McCullough | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Sharon C McCullough | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| John McFarland | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James Miller | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| William Miller | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Florence Mullins | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Barry Newman | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Beverly Nichols | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jeanette Norsworthy | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Daniel P Novakov | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Yvette Ostolaza | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Pamela Patsley | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Charles Pierce Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Gail Plummer | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ailenn M Pratt | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Gail O Randall | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Claiborne Querbes | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ann Quest | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Wade Reed | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Leonard Riggs Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert Sanford | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Kenneth Schnitzer Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Peggy Sewell | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| David Shanahan | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ginny Sillers | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Annette C Simmons | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Shannon B Skokos | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jill Smith | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Alison Solomon | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| David Stephens | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert H Stewart III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ann Stuart MD | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Carolyn Swann | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Thomas Swiley | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| John Tolleson | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Julie Turner | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Kristen H Twomey | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ann K Utley | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Patrick S Wallace | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Susan Wayne Strauss | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Tucean Webb | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert Wellborn | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Lee Ann White | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| William D White | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Joseph Williams | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Philip Wise | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Blake Woodall | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Terry Worrell | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Rev SM Wright II | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Trea C Yip | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ana Yoder | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Amy Martin | ||||||||
| VP Finance/Hosp. Fin Off | 40.00 | X | 190565 | 0 | 17510 | |||
| Clare Graca | ||||||||
| VP Foundation Admin | 40.00 | 204117 | 0 | 26145 | X | |||
| Cynthia Krause | ||||||||
| VP Gift Planning | 40.00 | 169735 | 0 | 1335 | X | |||
| Mildred Dearman | ||||||||
| Director Foundation | 40.00 | 139066 | 0 | 6209 | X | |||
| Jayne Grimes | ||||||||
| Director Foundation | 40.00 | 124287 | 0 | 24639 | X | |||
| Roxann Garcia | ||||||||
| Director Foundation | 40.00 | 122314 | 0 | 18223 | X | |||
| Drew Oleson | ||||||||
| Director Foundation | 40.00 | 119264 | 0 | 20299 | X | |||
| Paige Schnabel | ||||||||
| Director Foundation | 40.00 | 106615 | 0 | 21243 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1637865 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2764767 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 651578 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Baylor Health Care System | |||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | Management Services | 1024167 |
| Black Lab Creative LLC | |||||
| 25 Highland Park Village 100-245 | Dallas | TX | 75205 | Printing Services | 233425 |
| PK Works | |||||
| 5172 Village Creek Dr Ste 102 | Plano | TX | 75093 | Video Production Serv | 127485 |
| William H Lively Consulting | |||||
| 2911 Turtle Creek Blvd Ste 100 | Dallas | TX | 75219 | Fundraising Services | 120000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 2027843 | FundraisingEvents |
| Related Organizations | 7000000 | RelatedOrganizations |
| All Other Contributions | 23616395 | AllOtherContributions |
| Noncash Contributions | 1084968 | NoncashContributions |
| Total Contributions | 32644238 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Misc Operating Revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11740 | TotalRevenueColumn |
| Exclusion | $11,740 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11740 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11182980 | TotalRevenueColumn |
| Exclusion | $11,182,980 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 67799321 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 68413016 | Securities |
| Other | 12251 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -613695 | Securities |
| Other | -12251 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -625946 | TotalRevenueColumn |
| Exclusion | -$625,946 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 88434 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2027843 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 379398 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -290964 | TotalRevenueColumn |
| Exclusion | -$290,964 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42922048 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,277,810 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18165217 | Total |
| Program Services | 18165217 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306071 | Total |
| Program Services | 285340 | ProgramServices |
| Management And General | 275355 | ManagementAndGeneral |
| Fundraising | 745376 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1952831 | Total |
| Program Services | 658716 | ProgramServices |
| Management And General | 541099 | ManagementAndGeneral |
| Fundraising | 753016 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109905 | Total |
| Program Services | 37072 | ProgramServices |
| Management And General | 30453 | ManagementAndGeneral |
| Fundraising | 42380 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46096 | Total |
| Program Services | 15548 | ProgramServices |
| Management And General | 12773 | ManagementAndGeneral |
| Fundraising | 17775 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199444 | Total |
| Program Services | 67275 | ProgramServices |
| Management And General | 55263 | ManagementAndGeneral |
| Fundraising | 76906 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47365 | Total |
| Management And General | 47365 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120000 | Total |
| Fundraising | 120000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1323711 | Total |
| Program Services | 176784 | ProgramServices |
| Management And General | 944835 | ManagementAndGeneral |
| Fundraising | 202092 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22132 | Total |
| Fundraising | 22132 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492242 | Total |
| Program Services | 166039 | ProgramServices |
| Management And General | 136393 | ManagementAndGeneral |
| Fundraising | 189810 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181032 | Total |
| Program Services | 61065 | ProgramServices |
| Management And General | 50161 | ManagementAndGeneral |
| Fundraising | 69806 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331814 | Total |
| Program Services | 111926 | ProgramServices |
| Management And General | 91940 | ManagementAndGeneral |
| Fundraising | 127948 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38984 | Total |
| Program Services | 13150 | ProgramServices |
| Management And General | 10802 | ManagementAndGeneral |
| Fundraising | 15032 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47820 | Total |
| Program Services | 16131 | ProgramServices |
| Management And General | 13250 | ManagementAndGeneral |
| Fundraising | 18439 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71542 | Total |
| Program Services | 24132 | ProgramServices |
| Management And General | 19823 | ManagementAndGeneral |
| Fundraising | 27587 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60 | Total |
| Management And General | 60 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Bad Debt | 1732768 | 1732768 | ||
| Other Expenses | 235018 | 90623 | 79275 | 65120 |
| Special Functions | 56381 | 56381 | ||
| Dues & Memberships | 40718 | 15701 | 13735 | 11282 |
| Meals & Entertainment | 11915 | 4594 | 4020 | 3301 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26533066 | Total |
| Program Services | 19895425 | ProgramServices |
| Management And General | 2309275 | ManagementAndGeneral |
| Fundraising | 4328366 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 842 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7225459 | BOY |
| EOY | 20589081 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28919632 | BOY |
| EOY | 12614276 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47854 | BOY |
| EOY | 143007 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5939 | BOY |
| EOY | 2350 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1489985 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 788445 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 758093 | BOY |
| EOY | 701540 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37426073 | BOY |
| EOY | 44971175 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162550728 | BOY |
| EOY | 193459195 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236933778 | BOY |
| EOY | 272481466 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1877637 | BOY |
| EOY | 1376832 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5244745 | BOY |
| EOY | 5362719 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7122382 | BOY |
| EOY | 7239551 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25563194 | BOY |
| EOY | 30472868 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99383768 | BOY |
| EOY | 112859688 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104864434 | BOY |
| EOY | 121909359 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229811396 | BOY |
| EOY | 265241915 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236933778 | BOY |
| EOY | 272481466 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19643702 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22105580 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23917225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25720509 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32644238 | CurrentTaxYear |
| Total | 124031254 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19643702 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22105580 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23917225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25720509 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32644238 | CurrentTaxYear |
| Total | 124031254 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3330786 | AmountsSubstContributorsTotal |
| Public Support Total170 | 120700468 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12272020 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13879694 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13806259 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11034707 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11182980 | CurrentTaxYear |
| Total | 62175660 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 186206914 | TotalSupport |
| Gross Receipts From Admissions Etc | 712874 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.64820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.64990 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 119432481 | BeginningOfYearBalance |
| Contributions | 18002631 | Contributions |
| Investment Earnings Or Losses | 11104626 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4154676 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 144385062 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 141738096 | BeginningOfYearBalance |
| Contributions | 3046424 | Contributions |
| Investment Earnings Or Losses | -20295335 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 5056704 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 119432481 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00690 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99310 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 38044 | InvestmentCostOrOtherBasis |
| Book Value | 38044 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1182044 | OtherCostOrOtherBasis |
| Depreciation | 696198 | Depreciation |
| Book Value | 485846 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 269897 | OtherCostOrOtherBasis |
| Depreciation | 92247 | Depreciation |
| Book Value | 177650 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 701540 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Beneficial Int in Split Int Agrmts | 14570437 |
| Long Term Investments | 178888758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 193459195 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuities Payable | Description |
| Amount | $5,362,719 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5362719 | TotalOfAmounts |
| Total Revenue | 42922048 | TotalRevenue |
| Total Expenses | 26533066 | TotalExpenses |
| Excess Or Deficit For Year | 16388982 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 15422176 | NetUnrealizedGLOnInvestments |
| Other | $3,619,361 | OtherAmount |
| Total Adjustments | 19041537 | TotalAdjustments |
| Excess Or Deficit Per FS | 35430519 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 53057010 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 15422176 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 422157 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 911231 | RecoveriesOfPriorYearGrants |
| Other Revenues | 379398 | OtherRevenues |
| Revenue Not Rptd F990 | 17134962 | RevenueNotRptdF990 |
| Revenue Subtotal | 35922048 | RevenueSubtotal |
| Other Revenues Not Included | 7000000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7000000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42922048 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26300522 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 422157 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 1442155 | PriorYearAdjustments |
| Other Expenses Included | 379398 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2243710 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24056812 | ExpensesSubtotal |
| Other Expenses Not Included | 2476254 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2476254 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26533066 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Description of use of endowment funds The Baylor Health Care System Foundation endowments provide support for the activities and purposes of Baylor Health Care System and its affiliated entities (collectively, "BHCS"). The enable BHCS to advance its medical objectives and mission, including sponsorship of patient care, research, and educational and training programs. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses: 379398. | |
| Part XII, Line 4b - Other Adjustments: | Contributions Recorded in Transfers Between Entities Under Common Control: 7000000. | |
| Part XIII, Line 2d - Other Adjustments: | Special Event Expenses: 379398. | |
| Part XIII, Line 4b - Other Adjustments: | Grants Recorded in Transfers Between Entities Under Common Control: 743863. Bad Debt Expense: 1732391. | |
| FIN 48 Footnote The filing organization has separate individual audited financial statements; however, the organization is also included in Baylor Health Care System's combined audited financial statements (System). The System adopted the provisions of ASC 740 "Income Taxes" on July 1, 2007. As of June 30, 2010, there were no gross unrecognized tax benefits related to the filing organization. |
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 |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William H Lively Consulting | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | consult & educate on fund. campaigns & strategies | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 120000 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 120000 | TotalRetainedByContractors |
| Licensed States | MI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Luncheon | NameOfEvent1 |
| Gross Receipts Event1 | 1855931 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1813071 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 42860 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 14420 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 14693 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 57051 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 21500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 199255 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 260346 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 214772 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 45574 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 10614 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 44605 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 9169 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 5000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 3091 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 2116277 | GrossReceiptsTotal |
| Charitable Contributions Total | 2027843 | CharitableContributionsTotal |
| Gross Revenue Total Events | 88434 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 25034 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 59298 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 66220 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 26500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 202346 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 379398 | DirectExpenseSummaryEvents |
| Net Income Summary | -290964 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| Baylor University Medical Center | ||||||||||
| 3500 Gaston Avenue | Dallas | TX | 75246 | 751837454 | 501(c)(3) | 11793493 | N/A | N/A | Patient Care, Education, Medical Research, Equipment, Community Service | |
| Baylor Specialty Health Centers | ||||||||||
| 3301 Gaston Avenue | Dallas | TX | 75204 | 751765385 | 501(c)(3) | 601601 | N/A | N/A | Patient Care, Education | |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | ||||||||||
| 909 N Washington | Dallas | TX | 75246 | 751037226 | 501(c)(3) | 79053 | N/A | N/A | Patient Care, Education | |
| Baylor Medical Center at Waxahachie | ||||||||||
| 1405 West Jefferson | Waxahachie | TX | 75165 | 751844139 | 501(c)(3) | 63414 | N/A | N/A | Patient Care, Education, Equipment | |
| Baylor Regional Medical Center at Grapevine | ||||||||||
| 1650 W College | Grapevine | TX | 76051 | 751777119 | 501(c)(3) | 50287 | N/A | N/A | Patient Care, Education | |
| Baylor Regional Medical Center at Plano | ||||||||||
| 4700 Alliance Blvd | Plano | TX | 75093 | 820551704 | 501(c)(3) | 509372 | N/A | N/A | Patient Care, Education | 0 |
| Baylor Research Institute | ||||||||||
| 3310 Live Oak Ste 501 | Dallas | TX | 75204 | 751921898 | 501(c)(3) | 4175227 | N/A | N/A | Medical Research, Equipment | 0 |
| Baylor Health Care System | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751812652 | 501(c)(3) | 126943 | N/A | N/A | Education, Employee Assistance | 0 |
| HealthTexas Provider Network | ||||||||||
| 8080 N Cntrl Expwy Ste 1700 LB 83 | Dallas | TX | 75206 | 752536818 | 501(c)(3) | 11073 | N/A | N/A | Medical Research | 0 |
| Southern Sector Health Initiative | ||||||||||
| 4500 Spring Ave | Dallas | TX | 75210 | 263087442 | 501(c)(3) | 0 | FMV | Equipment | Equipment | 743863 |
| Baylor Medical Center at Garland | ||||||||||
| 2300 Marie Curie Blvd | Garland | TX | 75042 | 751037591 | 501(c)(3) | 10891 | N/A | N/A | Patient Care, Education | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Monitoring Grants & Other Assistance As part of its mission, the organization provides grants and other assistance to related organizations and/or unrelated not-for-profit organizations which are religious, charitable, scientific, or educational in nature, within the meaning of Internal Revenue Code Section 501(c)(3), when the use will further one or more tenets of Baylor's charitable mission and one of the following criteria for use of these funds is met: (1)Fulfills a need identified by a community needs assessment conducted by Baylor Health Care System (BHCS) or a third party (such as Community Health Check Up or by the United Way) and adopted as a priority by BHCS's Community Service Advisory Council, (2) Serves an under-served community or group of people through medical mission work to improve their health status. For related organizations, all grants and other assistance are subject to the policies and procedures set forth by BHCS which ensures all funds are used in accordance with the guidelines set forth above and in accordance with the related organization's exempt purpose. Grants and other assistance provided to unrelated organizations are typically monitored by personal inspection. Examples include providing assistance to entities where the filing organization's employee serves as a Board Member for the recipient organization or through attendance at community events where the filing organization employees work as volunteers or to help coordinate these events. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rowland Robinson | |||||||||||||
| 299990 | 0 | 145076 | 0 | 16836 | 0 | 34789 | 0 | 22485 | 0 | 519176 | 0 | 0 | 0 |
| Joel Allison | |||||||||||||
| 0 | 942834 | 0 | 948382 | 0 | 30558 | 0 | 323038 | 0 | 30013 | 0 | 2274825 | 0 | 198172 |
| William Boyd | |||||||||||||
| 0 | 518416 | 0 | 278851 | 0 | 21726 | 0 | 71005 | 0 | 34645 | 0 | 924643 | 0 | 0 |
| Amy Martin | |||||||||||||
| 146473 | 0 | 43192 | 0 | 900 | 0 | 0 | 0 | 17510 | 0 | 208075 | 0 | 0 | 0 |
| Clare Graca | |||||||||||||
| 129101 | 0 | 53191 | 0 | 21825 | 0 | 0 | 0 | 26145 | 0 | 230262 | 0 | 0 | 0 |
| Cynthia Krause | |||||||||||||
| 144384 | 0 | 24481 | 0 | 870 | 0 | 0 | 0 | 1335 | 0 | 171070 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | Discretionary spending account - The organization provides eligible employees who travel frequently in their personal vehicle an auto expense allowance in lieu of reimbursement for business mileage under the organization's business travel and expense reimbursement policy. All auto expense allowances are treated as taxable compensation. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year. | |
| Part I, Line 1a | Health or social club dues or initiation fees - The organization may reimburse eligible employees for dues for a health club and/or a social club where there is a bona fide business need for the membership. For example, as part of the organization's promotion of health, the organization will cover a portion of any employees' fitness center club membership dues paid to an affiliated entity that owns and operates a fitness center. All employees are eligible for this benefit. Such reimbursements are treated as taxable compensation to the extent any part of the membership is used for personal use. Six of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. | |
| Part I, Line 4a | In order to recruit and retain key talent, Baylor Health Care System ("BHCS") offers a supplemental non qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BHCS' supplemental non qualified retirement plan during the tax year: Rowland Robinson, Joel Allison ($198,172) and William Boyd. Also, select certain officers, as designated by the organization's governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize the key senior leaders' value and contribution to the organization as well as align their compensation to the long term strategy of the organization. Performance targets are based upon a percentage of the participant's base salary and are developed by independent third party expert(s) using market competitive data within the guides of reasonableness. The plan is based on organization's three-year performance against its peers, determined based on peer rankings or percentile rankings in quality, patient satisfaction and financial performance. At the end of three years, awards are determined by the organization's governing body for participants. Payouts are partially made in cash and the remainder vests over an additional two year period. Joel Allison participated in this plan during the tax year. | |
| Part I, Line 7 | The organization has adopted and implemented BHCS's, the organization's sole member, Performance Award Program to provide a market competitive total cash compensation incentive program that is designed to attract and retain key leaders and establish greater individual accountability and alignment to business performance. Payout targets are based upon a percentage of base pay and are developed by independent third party expert(s) using comparable market competitive data within the bounds of reasonableness and that are reviewed and approved by BHCS's governing body. Payout levels are based upon a combination of system, entity, and individual performance using various metrics related to quality, patient satisfaction, employee retention, and financal stewardship. BHCS's governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. | |
| Part III | Supplemental Information: Governing Body Compensation The members of the governing body serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. However, certain members receive compensation from a related organization in their capacity as an employee of the related organization. | Supplemental Information |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 6156 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost of Donated Property | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 17902 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost of Donated Property | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 199434 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Avg FMV on Date of Trans | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9935 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost of Donated Property | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16936 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost of Donated Property | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Giveaways | 72 | 78955 | Cost of Donated Property |
| X | Capital Assets | 11 | 755650 | Cost of Donated Property |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | The organization is reporting the number of contributions, not the number of items contributed. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Description of family or business relationships: Director, Yvette Ostolaza and Director, D. Gilbert Friedlander have a business relationship. Director, Joe Colonnetta and Director, Norman P. Bagwell have a business relationship. Director, Lisa Hembry and Director, Peter Lewis have a business relationship. Director, P. Mike McCullough and Director, Sharon McCullough have a family relationship. Director, R.F. Sanford and Director, Raul Aguilar have a business relationship. Director, Brian Casey and Director, Beverly Nichols have a business relationship. Director, Brian Casey and Director, Pamela Patsley have a business relationship. Director, Brian Casey and Director, Leonard Riggs, Jr. have a business relationship. Director, Brian Casey and Director, John Tolleson have a business relationship. Director, Leo F Corrigan III and Director, Leonard Riggs, Jr. have a business relationship. Director, Leo F Corrigan III and Director, John McFarland have a business relationship. Director, Leo F Corrigan III and Director, Kenneth Schnitzer, Jr. have a business relationship. Director, James N. Miller and Director, Brian Casey have a business relationship. Director, Philip Wise and Director, Margaret Hancock have a business relationship. Director, Terry Worrell and Director, John Tolleson have a business relationship. | |
| Form 990, Part VI, Section A, line 6 | Members or stockholders: The organization is a Texas nonprofit membership organization in which BHCS, a tax exempt, Texas nonprofit corporation, is the sole member. | |
| Form 990, Part VI, Section A, line 7a | Election of members of governing body by members, stockholders, or other persons: The governing body is self-appointed, subject to approval from the sole member, BHCS. | |
| Form 990, Part VI, Section A, line 7b | Governing body decision subject to approval: The sole member, BHCS, has final authority over certain decisions/powers of the organization such as approval of the organization's articles of incorporation and bylaws and amendments thereto, appointment and removal of the members of the organization's governing body, approval of dissolutions and mergers, and other similar decisions/powers over the organization. | |
| Form 990, Part VI, Section B, line 11 | Process used to review the Form 990: The Form 990 is prepared and reviewed by BHCS's tax department with assistance from a national public accounting firm. During the return preparation process the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance to prepare a complete and accurate return. Upon completion, the Form 990 is reviewed by the organization's President, financial officer and/or other key officers. The Form 990 is then reviewed with the organization's governing body and a complete final copy of the return is provided to the organization's governing body prior to filing with the IRS. | |
| Form 990, Part VI, Section B, line 12c | Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with the actual or perceived ability to influence the organization have the duty to disclose annually and otherwise promptly as potential conflicts are identified, any familial, professional or financial relationships with entities or individuals that do, or seek to do business with the organization or that compete with the organization. These individuals include the organization's officers, governing body, management, physicians with administrative services agreements and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BHCS Board of Trustees Audit and Compliance Committee and the BHCS Corporate Compliance Committee review all relevant disclosures submitted by these individuals to determine whether a conflict of interest exists and to determine an appropriate resolution, if necessary. The BHCS Compensation and Governance Committee also reviews all relevant disclosures by individuals serving on BHCS's governing body. Any individual with a perceived or potential conflict is prohibited from voting or participating in the decision making process regarding such transaction with that individual. | |
| Form 990, Part VI, Section B, line 15 | Process for determining compensation: The organization, a controlled affiliate of BHCS, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help BHCS maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers' and key employees' total compensation is based on significant performance achievements. This strategy, known as the Performance Award Program, works to put a greater emphasis on the importance of the organization achieving targeted improvements in the areas of People, Quality, Patient Satisfaction and Financial Stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BHCS Board of Trustees and its Compensation and Governance Committee (Committee) to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similar-sized, and structured businesses including other integrated health care service systems and other similar-sized organizations, both locally and nationally. The BHCS Board of Trustees and Committee, on behalf of the organization, work directly with independent compensation expert(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and key employees. The Committee is made up of members of the BHCS Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation expert(s), the Committee approves and recommends to the BHCS Board of Trustees salary increases, earned incentives, and benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision making process, the Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). During the executive session no officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are contemporaneously documented in the Committee minutes which are timely reviewed and approved by the Committee. | |
| Form 990, Part VI, Section C, line 19 | Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's articles of incorporation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization is included within the combined financial statements of BHCS that are made available to the public by the posting of those documents through DAC Bond. The organization's other governing documents and conflicts of interest policy are not made available to the public. | |
| Form 990, Part VII: Hours devoted to related organizations: | The persons listed below also serve as employees of related organizations. The average hours per week devoted to the related organizations are listed below: Joel Allison (40 Hours) Steve Boyd (40 Hours) | |
| Form 990, Part I, Lines 3 & 4, and Part VI, Lines 1a and 1b: Number of | Effective May 11, 2010, the organization's governing body was changed to have a minimum of 3 and no more than 5 persons who will have oversight of the business of the organization and overall governance of the organization except for powers reserved to the organization's sole member, Baylor Health Care System ("BHCS"). Furthermore, a non-voting, advisory Foundation Board was created consisting of the former members of the governing body to provide advice and support to the organization's governing body. As a result, the number of voting members at the end of the tax year listed on Form 990, Part VI, Line 1a, will not be the same as the number of board members listed on Part VII. All of the members of the organization's governing body are employees of the organization or of BHCS, a related tax exempt organization. Therefore, the organization's governing body would not be deemed independent according to the definition of independence in the Form 990 instructions. However, BHCS, as the organization's sole member, appoints the members of the organization's governing body to fulfill the mission and charitable purpose of the organization. BHCS' governing body is, and would be deemed independent under the said instructions, because it is comprised of a majority of independent community representatives that provide leadership and governance to BHCS and its affiliated tax exempt entities to ensure it is meeting its charitable purpose. | Independent Board Members: |
| Supplemental Information: IRC Section 6038 Statement: | The Foundation is controlled by BHCS, Employer Identification Number 75-1812652. BHCS also owns Church University Insurance Company, Ltd. (CUIC) and Health Care Insurance Company of Texas, Ltd. (HCIC). CUIC and HCIC are controlled foreign corporations. BHCS furnishes all information required of BHCSF by IRC Section 6038 and the regulations thereunder with respect to CUIC and HCIC. Therefore, pursuant to Treasury Regulation Sec. 1.6038-2(j)(2), BHCSF is excepted from providing such information. BHCS files its Return of Organization Exempt from Income Tax in Ogden, Utah. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Baylor Health Care System | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751812652 | Management Services | TX | 501(c)(3) | 11, Type III | N/A | |
| Baylor University Medical Center | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751837454 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Medical Center at Garland | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037591 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Medical Center at Irving | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752586857 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Medical Center at Waxahachie | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751844139 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Regional Medical Center at Plano | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 820551704 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Regional Medical Center at Grapevine | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751777119 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751037226 | Rehabilitation Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Specialty Health Centers | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751765385 | Long Term Care Hospitals | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor All Saints Medical Center | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751008430 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| All Saints Health Foundation | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751947007 | Fundraising | TX | 501(c)(3) | 7 | Baylor All Saints Medical Center | |
| HealthTexas Provider Network | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752536818 | Physician Practices | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Health Services | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751917311 | Holds interests in Ambulatory Surgery Centers/ Short Stay Hospitals | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Research Institute | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751921898 | Research | TX | 501(c)(3) | 4 | Baylor Health Care System | |
| Southern Sector Health Initiative | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 263087442 | Diabetes Health & Wellness Center | TX | 501(c)(3) | 11, Type I | Baylor University Medical Center | |
| Baylor Medical Center at McKinney | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 263604064 | Acute Care Hospital | TX | 501(c)(3) | 3 | Baylor Health Care System | |
| Baylor Health Care System Employee Benefit Trust | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751848557 | VEBA | TX | 501(c)(9) | Baylor Health Care System | ||
| Irving Healthcare Foundation | ||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751570933 | Fundraising | TX | 501(c)(3) | 7 | Baylor Medical Center at Irving | |
Form990 Schedule R Part III Form990ScheduleRPartIII (32 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| MEDCO Construction LLC | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 205965871 | Construction | TX | N/A |
| Baylor Affiliated Services LLC | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 260614730 | Benefit Plans | TX | N/A |
| Baylor Heart and Vascular Center LLP | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752834135 | Specialty Hospital | TX | N/A |
| Texas Heart Hospital of the Southwest LLP | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 412101361 | Specialty Hospital | TX | N/A |
| HealthTexas Provider Network-Gastro Serv LLP | |||||||
| 2001 Bryan St Ste 2200 | Dallas | TX | 75201 | 731697736 | Ambulatory Surgery Center | TX | N/A |
| Trinity MC LLC | |||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 208889358 | Acute Care Hospital | TX | N/A |
| Texas Health Venture Group LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752696845 | Holds interests in Ambulatory Surgery Centers/ Short Stay Hospitals | TX | N/A |
| Dallas Surgical Partners LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 722183815 | Ambulatory Surgery Center | TX | N/A |
| Valley View Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752900902 | Ambulatory Surgery Center | TX | N/A |
| Denton Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752708579 | Ambulatory Surgery Center | TX | N/A |
| Bellaire Outpatient Surgery Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 562297308 | Ambulatory Surgery Center | TX | N/A |
| Grapevine Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752854711 | Ambulatory Surgery Center | TX | N/A |
| Lewisville Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752862263 | Ambulatory Surgery Center | TX | N/A |
| North Garland Surgery Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 562399993 | Ambulatory Surgery Center | TX | N/A |
| Garland Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752764855 | Ambulatory Surgery Center | TX | N/A |
| Arlington Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752748040 | Ambulatory Surgery Center | TX | N/A |
| Rockwall Ambulatory Surgery Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 205506447 | Ambulatory Surgery Center | TX | N/A |
| Metroplex Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752567179 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Plano LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 260308454 | Ambulatory Surgery Center | TX | N/A |
| RockwallHeath Surgery Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 200334166 | Ambulatory Surgery Center | TX | N/A |
| Irving Coppell Surgical Hospital LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 542086863 | Short Stay Hospital | TX | N/A |
| North Central Surgical Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 201508140 | Short Stay Hospital | TX | N/A |
| Trophy Club Medical Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 481260190 | Short Stay Hospital | TX | N/A |
| Ft Worth Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752658178 | Short Stay Hospital | TX | N/A |
| Frisco Medical Center LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752865177 | Short Stay Hospital | TX | N/A |
| MSH Partners LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752829613 | Short Stay Hospital | TX | N/A |
| Arlington Orthopedic and Spine Hospital LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 261578178 | Short Stay Hospital | TX | N/A |
| University Surgical Partners of Dallas LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 550823809 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Granbury LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 263896477 | Ambulatory Surgery Center | TX | N/A |
| Baylor Surgicare at Mansfield LLC | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 271835675 | Ambulatory Surgery Center | TX | N/A |
| Physicians Surgical Center of Ft Worth LLP | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 208303422 | Ambulatory Surgery Center | TX | N/A |
| Desoto Surgicare Partners Ltd | |||||||
| 15305 Dallas Parkway Suite 1600 | Addison | TX | 75001 | 752592508 | Ambulatory Surgery Center | TX | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 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 | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baylor Health Enterprises LP | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751997378 | Fitness Center/Pharmacy/ Hotel | TX | N/A | C | ||||
| Baylor Health Network Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752463251 | Billing/ Collection | TX | N/A | C | ||||
| BMP Incorporated | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 751436779 | Post Office | TX | N/A | C | ||||
| Church University Insurance Company Ltd | ||||||||||||
| 980352108 | Investments | N/A | C | 41 Cedar Avenue | Hamilton | BD | BD | |||||
| Health Care Insurance Company of Texas Ltd | ||||||||||||
| 980403182 | Investments | N/A | C | PO Box GT 2nd Fl Buckingham Sq | Grand Cayman | CJ | CJ | |||||
| Baylor Medical Center at Grapevine Condominium Owners Association Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752747555 | Condo Association | TX | N/A | C | ||||
| BUMCRoberts Condominium Owners Association Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 752897806 | Condo Association | TX | N/A | C | ||||
| Baylor All Saints Med Cntr at Ft Worth Condo Owners Association Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 261661900 | Condo Association | TX | N/A | C | ||||
| ODC Therapy Inc | ||||||||||||
| 2001 Bryan Street Suite 2200 | Dallas | TX | 75201 | 200749021 | Research | DE | N/A | C | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Baylor Health Care System | |
| C | 7000000 |
| Baylor University Medical Center | |
| B | 11793493 |
| Baylor Regional Medical Center at Plano | |
| B | 509372 |
| Baylor Specialty Health Centers | |
| B | 601601 |
| Baylor Medical Center at Waxahachie | |
| B | 63414 |
| Baylor Institute for Rehabilitation at Gaston Episcopal Hospital | |
| B | 79053 |
| Baylor Regional Medical Center at Grapevine | |
| B | 50287 |
| Baylor Health Care System | |
| B | 126943 |
| Southern Sector Health Initiative | |
| B | 743863 |
| Baylor Health Care System | |
| L | 1034169 |
| Baylor Research Institute | |
| B | 4175227 |