2026-05-14T15:32:48-05:00 2025-06-30 990 2024-07-01 820551704 Baylor Regional Medical Center at Plano BAYL 2148204135 301 N Washington Avenue Dallas TX 75246 Dan Rich VP CFO 2148204135 2026-05-07 0 2024 2025-03-06 01:10:19Z Baylor Scott & White Medical Center-Plano Jerri Garison 4700 Alliance Blvd Plano TX 75095 855651244 0 X www.bswhealth.com X 2002 TX Faith based acute care hospital providing exemplary patient care, medical education, medical research and community service to Plano, Texas and the surrounding communities since 2004. 9 7 1131 111 114432 45596 11018522 4538604 395112616 439271043 38355716 76391635 786012 738376 445272866 520939658 14159780 15652429 0 0 92905352 94774024 0 0 0 175543457 177037804 282608589 287464257 162664277 233475401 1153807689 1447310083 24814929 17737214 1128992760 1429572869 X Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities. 0 0 255797589 15652429 439324330 See Schedule OBaylor Regional Medical Center at Plano dba Baylor Scott & White Medical Center - Plano (BSW Plano) is a faith-based, nonprofit, 160-bed acute care hospital providing exemplary patient care services to the residents of Plano, Texas, and the surrounding communities since 2004.BSW Plano is affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare Today, BSWH has over 1,300 patient access points including 53 hospitals, 600+ specialty care clinics, 250+ outpatient clinics, 150+ primary care clinics, 29 pharmacies, 30+ ambulatory surgery centers, 60+ urgent care clinics, and over 7,300 active physicians. The system also includes a state certified health maintenance organization, the Scott and White Health Plan and the Baylor Scott & White Quality Alliance accountable care organization both covering approximately 1,200,000 lives.BSW Plano provide adults with personalized care and advanced technology on a beautiful campus. The hospital has more than 1,000 medical staff members, representing multiple specialties and sub-specialties, including the treatment of brain and spine disorders, scoliosis, cancer, orthopedic conditions, and digestive diseases. We are also designated as a Comprehensive Stroke Center by the Texas Department of State Health Services and DNV-GL.During the fiscal year, BSW Plano admitted 8,073 patients resulting in 38,599 days of care and received 32,465 emergency department visits. Additionally, BSW Plano provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas Statutory methodology) of $72,446,052 and provided community benefits (as reported on the IRS Form 990, Schedule H) of $49,123,287 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $55,785,086 of unreimbursed cost of Medicare that is not included in the IRS Form 990, Schedule H.See Schedule H for more information regarding these services and how BSW Plano promotes the health of the communities. 255797589 1 1 0 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 163 0 1 1131 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 9 7 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X Angie Hutson 2148201432 301 N Washington Avenue Dallas TX 75246 X Harry Neil Dugger Trustee/Chair 1.00 0.00 X X 0 0 0 Marissa Hernandez Trustee/Vice Chair 1.00 0.00 X X 0 0 0 Jeffrey Schmeltekopf Trustee 1.00 0.00 X 0 0 0 Rodrick Robinson Trustee 1.00 0.00 X 0 0 0 Timothy Owens Trustee 1.00 0.00 X 0 0 0 Pamela Linton Trustee 1.00 0.00 X 0 0 0 Lisa Hultz Trustee 1.00 0.00 X 0 0 0 Wendy Hermes JD Trustee 1.00 0.00 X 0 0 0 Amy Wilson MD Trustee 1.00 40.00 X 0 582187 61857 Grant Teegarden Secretary 1.00 40.00 X 0 619697 87259 Dan Rich VP CFO 40.00 0.00 X 534008 0 43280 Jerri Garison President/CEO 40.00 0.00 X 1633718 0 41073 Susan Moats VP CNO 40.00 0.00 X 466941 0 37143 John F Marcucci MD SVP CMO 40.00 0.00 X 712745 0 100009 Mary Wylie VP COO 40.00 0.00 X 349293 0 23284 Graciela Norales Director Pharmacy 40.00 0.00 X 289389 0 15354 Brenton Majors Director Surgical Services 40.00 0.00 X 231429 0 41059 Steven Hunter Dir APP Operations 40.00 40.00 X 205749 37757 21660 Patricia Cooper Director Health Care Improvement 40.00 0.00 X 229575 0 31743 Catherine Bagnell VP HRSBS 40.00 0.00 X 312950 0 13413 4965797 1239641 517134 239 0 1 0 HealthTexas Provider Network 301 N Washington Ave Dallas TX 75246 Clinical/Administrative Svcs 20489636 Aramark Services Inc PO Box 651009 Charlotte NC 282651009 Engineering/Food Services 8392394 Skiles Group LLC 1810 N Greenville Ave Richardson TX 75081 Construction Services 4785536 Texas Heart Hospital of the Southwest L 301 N Washington Ave Dallas TX 75246 Clinical Services 4679010 BIR JV LLP PO Box 677466 Dallas TX 75267 Staffing/Management Services 2633799 32 580626 3957978 4538604 Patient Care 622110 435526571 435504091 22480 Shared Savings 622110 2827547 2827547 Rent 531120 820473 820473 Lab 621511 82769 82769 Education 611710 4500 4500 9183 9183 439271043 15505041 53287 15451754 395580674 17506 334711586 0 60869088 17506 60886594 60886594 Cafeteria 722514 698397 698397 Gift Shop 459420 39979 39979 738376 520939658 439209898 114432 77076724 X 15652429 15652429 4345351 4345351 74742645 73436450 1306195 2816468 2766961 49507 7076106 6951724 124382 5793454 5696616 96838 44828 44828 63750 63750 73867 73867 74817766 50459635 24358131 301917 84996 216921 792981 684459 108522 9330088 9180122 149966 10379475 10336975 42500 61964 43169 18795 67257 53669 13588 15662 15662 10567578 10567578 99895 99895 Medical Supplies 61231898 61231898 LPPF Expense 6586205 6586205 Non Medical Supplies 2399945 1883436 516509 Federal Income Tax 5350 5350 197378 120777 76601 287464257 255797589 31666668 0 123250187 0 36887495 40869307 414833 421888 8675630 8002087 80166 14062791 279780264 159130553 117002970 120649711 766744006 1096791549 92226348 159575255 2317430 2317430 6208624 4620065 1153807689 1447310083 18374883 11673780 24313 313442 6415733 5749992 24814929 17737214 X 1127836756 1429389325 1156004 183544 1128992760 1429572869 1153807689 1447310083 X 233475401 6225308 60879400 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 6288 1 73867 0 0 80155 0 Part II-B, Line 1: Statement Regarding Legislative Activity: Given the increasing complexity of legislative and regulatory initiatives impacting health care systems, the Organization has prioritized the need to communicate with local, state and federal officials on the impact of various health policies on the delivery of cost-efficient, high-quality health care. The Organization has established relationships with representatives and industry associations that assist in communicating its positions on major health care issues. This communication may include direct contact, telephone conversations, letters and other written communication, and/or other briefings. The amount of resources (time and money) involved in these activities is insubstantial. The Organization has not participated and/or intervened in any political campaign in accordance with federal law. 22745885 22745885 136107023 74158216 61948807 112932660 84972337 27960323 7994696 7994696 120649711 Invest-Texas Heart Hosp Southwest LLC 157796181 F Investment-Baylor Quality Alliance 1779074 C 159575255 X Part X, Line 2: The filing organization does not have separate individual audited financial statements; however, the organization is included in BSW Health's combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes." As of June 30, 2025 and 2024, the System had no material gross unrecognized tax benefits. 1 1 X 1 X 1 X 500.000000000000 1 1 1 0 1 1 10952851 0 10952851 0.01720 25306551 11692251 13614300 0.02140 306692 172159 134533 0.00020 36566094 11864410 24701684 0.03880 487214 5180 482034 0.00080 6104626 773412 5331214 0.00840 2429579 0 2429579 0.00380 120071 0 120071 0.00020 16058704 0 16058704 0.02520 25200194 778592 24421602 0.03840 61766288 12643002 49123286 0.07720 1 22052234 0 139576557 159962490 -20385933 X 1 1 1 Texas Heart Hospital of the Southwest LLC Patient Care 0.51290 0.00000 0.48710 5 1 Baylor Scott & White Medical Ctr-Plano 4700 Alliance Blvd Plano TX 75093 www.bswhealth.com 008140 X X X X A 2 Baylor S&W The Heart Hospital-Plano 1100 Allied Drive Plano TX 75093 www.bswhealth.com 008440 X X X X X A 3 Baylor S&W The Heart Hospital-Denton 2801 S Mayhill Rd Denton TX 76208 www.bswhealth.com 100208 X X X 4 Baylor S&W The Heart Hospital-Corinth 2801 S Mayhill Rd Denton TX 76208 www.bswhealth.com 100648 X X X 5 Baylor S&W The Heart Hospital-Dallas 621 N Hall Dallas TX 75226 www.baylorhearthospital.com 007844 X X Facility Reporting Group A 0 0 1 X X X X X X X X X 24 1 1 0 1 X www.BSWHealth.com/CommunityNeeds X 1 24 1 www.BSWHealth.com/CommunityNeeds 0 1 X 200.000000000000 500.000000000000 X X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X X 1 X 0 X X X X X 1 X 0 0 Baylor S&W The Heart Hospital-Denton 3 0 0 1 X X X X X X X X X 24 1 1 0 1 X www.BSWHealth.com/CommunityNeeds X 1 24 1 www.BSWHealth.com/CommunityNeeds 0 1 X 200.000000000000 500.000000000000 X X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X X 1 X 0 X X X X X 1 X 0 0 Baylor S&W The Heart Hospital-Corinth 4 0 1 1 X X X X X X X X X 24 1 1 0 1 X www.BSWHealth.com/CommunityNeeds X 1 24 1 www.BSWHealth.com/CommunityNeeds 0 1 X 200.000000000000 500.000000000000 X X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X X 1 X 0 X X X X X 1 X 0 0 Baylor S&W The Heart Hospital-Dallas 5 0 1 1 X X X X X X X X X 24 1 1 0 1 X www.BSWHealth.com/CommunityNeeds X 1 24 1 www.BSWHealth.com/CommunityNeeds 0 1 X 200.000000000000 500.000000000000 X X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X X 1 X 0 X X X X X 1 X 0 0 Baylor S&W The Heart Hospital-Corinth Part V, Section B, Line 2: As of November 1,2024, Texas Heart Hospital of the Southwest, LLC acquired The Heart Hospital-Corinth in which the organization is the controlling partner. A community health needs assessment and implementation strategy was completed within the prescribed time for newly acquired hospital facilities in accordance with Treas. Reg 1.501(r)-3(d)(1). Baylor S&W The Heart Hospital-Dallas Part V, Section B, Line 2: As of February 1, 2025, Texas Heart Hospital of the Southwest, LLC acquired The Heart Hospital-Dallas in which the organization is the controlling partner. A community health needs assessment and implementation strategy was completed within the prescribed time for newly acquired hospital facilities in accordance with Treas. Reg 1.501(r)-3(d)(1). Baylor S&W The Heart Hospital-Denton Part V, Section B, Line 5: To obtain a qualitative assessment of the health community, the organization conducted surveys, focus groups and interviews:Surveys have been a critical source of primary data for this report, gathering opinions, behaviors and demographic information from a broad segment of the community. This method allows us to identify trends and common concerns that might not be visible through smaller, qualitative studies. The data collected from surveys helps in designing targeted interventions that are responsive to the expressed needs and preferences of the community population. 537 surveys were completed in the Plano Region. To ensure surveys included feedback from diverse and underserved populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. Focus groups have offered an in-depth qualitative insight into the community's perceptions and attitudes toward health and social issues. By engaging small groups in discussions, these sessions help uncover nuanced understandings of the community's challenges and needs. The insights gained from focus groups are instrumental in shaping the approach and design of community programs, ensuring they resonate well with community values and expectations. Two focus groups were completed in the Plano Region (one in English and one in Spanish). To ensure focus groups provided information from diverse populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. The hospitals also considered written input received on their most recently conducted CHNA and subsequent implementation strategies if provided. The assessment is available for public comment or feedback on the report findings by going to the BSWH website (BSWHealth.com/CommunityNeeds) or by emailing CommunityHealth@BSWHealth.org.Interviews with stakeholders and community members provide a detailed exploration of individual experiences and expert opinions. This personalized form of data collection helps to gather in-depth feedback on existing services and unmet needs within the community. The rich, qualitative data from interviews complements the broader insights from surveys and focus groups, enabling a more comprehensive strategy for community health improvement. Three interviews were completed in the Plano Region. Those invited included internal Baylor Scott & White leaders and community health team members from the Plano Region.For this health assessment report, primary and secondary data were gathered and analyzed to identify health needs and then prioritize significant health needs. First, internal stakeholders reviewed new data, analyzing comparisons to state averages and national averages, trends over time, and inequities among populations. The health needs had several indicators that were worse than state and national averages, experienced worsening trends, or displayed inequities and were identified as health needs.Internal and external stakeholders were presented key findings on each topic. After presenting key findings, hospital and community leaders met with their teams to discuss the top health needs and significant health need criteria. To select significant health needs, hospital and community leaders utilized the polls application via Outlook. The health needs with the most votes were identified as significant health needs.Next, hospital leaders and stakeholders met with their teams to review significant health needs along with existing and future programs and strategies to address the significant health needs. After considering community partners, resources and expertise to address the significant health needs, hospital leaders and stakeholders selected significant health needs.The following is a list of groups consulted: Baylor Scott & White Medical Center Plano, Baylor Scott & White The Heart Hospital Plano, Denton County Public Health, North Texas Food Bank, Boys and Girls Club of Collin County, Metro Dallas Homeless Alliance, The North Texas Health Foundation. Baylor S&W The Heart Hospital-Corinth Part V, Section B, Line 5: To obtain a qualitative assessment of the health community, the organization conducted surveys, focus groups and interviews:Surveys have been a critical source of primary data for this report, gathering opinions, behaviors and demographic information from a broad segment of the community. This method allows us to identify trends and common concerns that might not be visible through smaller, qualitative studies. The data collected from surveys helps in designing targeted interventions that are responsive to the expressed needs and preferences of the community population. 537 surveys were completed in the Plano Region. To ensure surveys included feedback from diverse and underserved populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. Focus groups have offered an in-depth qualitative insight into the community's perceptions and attitudes toward health and social issues. By engaging small groups in discussions, these sessions help uncover nuanced understandings of the community's challenges and needs. The insights gained from focus groups are instrumental in shaping the approach and design of community programs, ensuring they resonate well with community values and expectations. Two focus groups were completed in the Plano Region (one in English and one in Spanish). To ensure focus groups provided information from diverse populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. The hospitals also considered written input received on their most recently conducted CHNA and subsequent implementation strategies if provided. The assessment is available for public comment or feedback on the report findings by going to the BSWH website (BSWHealth.com/CommunityNeeds) or by emailing CommunityHealth@BSWHealth.org.Interviews with stakeholders and community members provide a detailed exploration of individual experiences and expert opinions. This personalized form of data collection helps to gather in-depth feedback on existing services and unmet needs within the community. The rich, qualitative data from interviews complements the broader insights from surveys and focus groups, enabling a more comprehensive strategy for community health improvement. Three interviews were completed in the Plano Region. Those invited included internal Baylor Scott & White leaders and community health team members from the Plano Region.For this health assessment report, primary and secondary data were gathered and analyzed to identify health needs and then prioritize significant health needs. First, internal stakeholders reviewed new data, analyzing comparisons to state averages and national averages, trends over time, and inequities among populations. The health needs had several indicators that were worse than state and national averages, experienced worsening trends, or displayed inequities and were identified as health needs.Internal and external stakeholders were presented key findings on each topic. After presenting key findings, hospital and community leaders met with their teams to discuss the top health needs and significant health need criteria. To select significant health needs, hospital and community leaders utilized the polls application via Outlook. The health needs with the most votes were identified as significant health needs.Next, hospital leaders and stakeholders met with their teams to review significant health needs along with existing and future programs and strategies to address the significant health needs. After considering community partners, resources and expertise to address the significant health needs, hospital leaders and stakeholders selected significant health needs.The following is a list of groups consulted: Baylor Scott & White Medical Center Plano, Baylor Scott & White The Heart Hospital Plano, Denton County Public Health, North Texas Food Bank, Boys and Girls Club of Collin County, Metro Dallas Homeless Alliance, The North Texas Health Foundation. Baylor S&W The Heart Hospital-Dallas Part V, Section B, Line 5: To obtain a qualitative assessment of the health community, the organization conducted surveys, focus groups and interviews: Surveys are essential for collecting specific information about health behaviors, mental health and other critical indicators within a community. In the context of our assessment, the surveys were designed to capture a wide range of data directly from residents of the Dallas Metropolitan area. Surveys typically help in identifying prevalent health issues and can directly influence the planning and implementation of targeted health interventions. Survey questions included health behaviors, mental health and questions about the Dallas Metropolitan service area community. The actual number of completed surveys was 866. To ensure surveys included feedback from diverse and underserved populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. Focus groups are utilized to gather in-depth qualitative data from specific segments of the population. This method allows for a detailed exploration of perceptions, beliefs and attitudes toward various health-related topics. The insights gained from focus groups are invaluable in tailoring community-specific programs and interventions. To ensure focus groups provided information from diverse populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. Two focus groups were conducted for the Dallas Metropolitan area. The hospitals also considered written input received on their most recently conducted CHNA and subsequent implementation strategies if provided. The assessment is available for public comment or feedback on the report findings by going to the BSWH website (BSWHealth.com/CommunityNeeds) or by emailing CommunityHealth@BSWHealth.org.Interviews serve as another profound method for collecting detailed personal narratives and experiences concerning health and well-being. They are particularly useful in understanding the context behind quantitative data and in uncovering unique health challenges faced by individuals. Seven key informant interviews were conducted for the Dallas Metropolitan area. Those invited included internal Baylor Scott & White leaders and community health team members from the Dallas Region. For this health assessment report, primary and secondary data were gathered and analyzed to identify health needs and then prioritize significant health needs. First, internal stakeholders reviewed new data, analyzing comparisons to state averages and national averages, trends over time, and inequities among populations. The health needs had several indicators that were worse than state and national averages, experienced worsening trends, or displayed inequities and were identified as health needs.Internal and external stakeholders were presented key findings on each topic. After presenting key findings, hospital and community leaders met with their teams to discuss the top health needs and significant health need criteria. To select significant health needs, hospital and community leaders utilized the polls application via Outlook. The health needs with the most votes were identified as significant health needs.Next, hospital leaders and stakeholders met with their teams to review significant health needs along with existing and future programs and strategies to address the significant health needs. After considering community partners, resources and expertise to address the significant health needs, hospital leaders and stakeholders selected significant health needs.The following is a list of groups consulted: Baylor University Medical Center, Baylor Scott & White Medical Center Sunnyvale, Baylor Scott & White Medical Center Uptown, Baylor Scott & White Institute for Rehabilitation Dallas, North Central Surgical Center, United Way Dallas, Southwest Cares, Society of St. Vincent De Paul of North Texas, Community Council of Greater Dallas, Fort Worth Housing Authority, Grace Community Clinic, Tarrant Area Food Bank, Denton County Health Department, Tarrant County Health Department, Texas Health Resources. Baylor S&W The Heart Hospital-Denton Part V, Section B, Line 6a: Baylor Scott & White The Heart Hospital -CorinthBaylor S&W The Heart Hospital-DentonPart V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2025, the 15th day of the fifth month after the 2024 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Baylor S&W The Heart Hospital-Corinth Part V, Section B, Line 6a: Baylor Scott & White The Heart Hospital -DentonBaylor S&W The Heart Hospital-CorinthPart V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2025, the 15th day of the fifth month after the 2024 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Baylor S&W The Heart Hospital-Dallas Part V, Section B, Line 6a: Baylor University Medical Center, Baylor Scott & White Institute for Rehabilitation-Dallas, Baylor Scott & White Medical Center-Uptown, North Central Surgical Center, and Baylor Scott & White Medical Center-Sunnyvale. Baylor S&W The Heart Hospital-DallasPart V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2025, the 15th day of the fifth month after the 2024 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Baylor S&W The Heart Hospital-Denton Part V, Section B, Line 11: The hospital is committed to serving the community by adhering to its charitable mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities and/or other health care organizations in the community to complete a joint community health needs assessment and develop a joint implementation strategy to address the health needs of the community while meeting certain federal and state requirements. These hospitals and community partners will address all significant community health needs. Specific actions can be found in the joint implementation strategy that is made widely available on the hospital's website at www.BSWHealth.com/CommunityNeeds. Baylor S&W The Heart Hospital-Corinth Part V, Section B, Line 11: The hospital is committed to serving the community by adhering to its charitable mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities and/or other health care organizations in the community to complete a joint community health needs assessment and develop a joint implementation strategy to address the health needs of the community while meeting certain federal and state requirements. These hospitals and community partners will address all significant community health needs. Specific actions can be found in the joint implementation strategy that is made widely available on the hospital's website at www.BSWHealth.com/CommunityNeeds. Baylor S&W The Heart Hospital-Dallas Part V, Section B, Line 11: The hospital is committed to serving the community by adhering to its charitable mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities and/or other health care organizations in the community to complete a joint community health needs assessment and develop a joint implementation strategy to address the health needs of the community while meeting certain federal and state requirements. These hospitals and community partners will address all significant community health needs. Specific actions can be found in the joint implementation strategy that is made widely available on the hospital's website at www.BSWHealth.com/CommunityNeeds. Baylor S&W The Heart Hospital-Denton Part V, Section B, Line 16j: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Baylor S&W The Heart Hospital-Corinth Part V, Section B, Line 16j: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Baylor S&W The Heart Hospital-Dallas Part V, Section B, Line 16j: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Baylor S&W The Heart Hospital-Denton Part V, Section B, Line 20e: A copy of the Plain Language Summary is included on the back of every billing statement. Baylor S&W The Heart Hospital-Corinth Part V, Section B, Line 20e: A copy of the Plain Language Summary is included on the back of every billing statement. Baylor S&W The Heart Hospital-Dallas Part V, Section B, Line 20e: A copy of the Plain Language Summary is included on the back of every billing statement. Part V, Section B Facility Reporting Group A Facility Reporting Group A consists of: - Facility 1: Baylor Scott & White Medical Ctr-Plano, - Facility 2: Baylor S&W The Heart Hospital-Plano Facility Reporting Group A Part V, Section B, line 5: To obtain a qualitative assessment of the health community, the organization conducted surveys, focus groups and interviews:Surveys have been a critical source of primary data for this report, gathering opinions, behaviors and demographic information from a broad segment of the community. This method allows us to identify trends and common concerns that might not be visible through smaller, qualitative studies. The data collected from surveys helps in designing targeted interventions that are responsive to the expressed needs and preferences of the community population. 537 surveys were completed in the Plano Region. To ensure surveys included feedback from diverse and underserved populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. Focus groups have offered an in-depth qualitative insight into the community's perceptions and attitudes toward health and social issues. By engaging small groups in discussions, these sessions help uncover nuanced understandings of the community's challenges and needs. The insights gained from focus groups are instrumental in shaping the approach and design of community programs, ensuring they resonate well with community values and expectations. Two focus groups were completed in the Plano Region (one in English and one in Spanish). To ensure focus groups provided information from diverse populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. The hospitals also considered written input received on their most recently conducted CHNA and subsequent implementation strategies if provided. The assessment is available for public comment or feedback on the report findings by going to the BSWH website (BSWHealth.com/CommunityNeeds) or by emailing CommunityHealth@BSWHealth.org.Interviews with stakeholders and community members provide a detailed exploration of individual experiences and expert opinions. This personalized form of data collection helps to gather in-depth feedback on existing services and unmet needs within the community. The rich, qualitative data from interviews complements the broader insights from surveys and focus groups, enabling a more comprehensive strategy for community health improvement. Three interviews were completed in the Plano Region. Those invited included internal Baylor Scott & White leaders and community health team members from the Plano Region.For this health assessment report, primary and secondary data were gathered and analyzed to identify health needs and then prioritize significant health needs. First, internal stakeholders reviewed new data, analyzing comparisons to state averages and national averages, trends over time, and inequities among populations. The health needs had several indicators that were worse than state and national averages, experienced worsening trends, or displayed inequities and were identified as health needs.Internal and external stakeholders were presented key findings on each topic. After presenting key findings, hospital and community leaders met with their teams to discuss the top health needs and significant health need criteria. To select significant health needs, hospital and community leaders utilized the polls application via Outlook. The health needs with the most votes were identified as significant health needs.Next, hospital leaders and stakeholders met with their teams to review significant health needs along with existing and future programs and strategies to address the significant health needs. After considering community partners, resources and expertise to address the significant health needs, hospital leaders and stakeholders selected significant health needs.The following is a list of groups consulted: Denton County Public Health, North Texas Food Bank, Boys and Girls Club of Collin County, Metro Dallas Homeless Alliance, The North Texas Health Foundation. Facility Reporting Group A Part V, Section B, line 6a: Baylor Scott & White Medical Center-Plano and Baylor Scott & White The Heart Hospital-PlanoFacility Reporting Group A:Part V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2025, the 15th day of the fifth month after the 2024 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Facility Reporting Group A Part V, Section B, line 11: The hospital is committed to serving the community by adhering to its charitable mission, using its skills and capabilities, and remaining a strong organization which continues to provide a wide range of important health care services and community benefits. The hospital has teamed up with other hospital facilities and/or other health care organizations in the community to complete a joint community health needs assessment and develop a joint implementation strategy to address the health needs of the community while meeting certain federal and state requirements. These hospitals and community partners will address all significant community health needs. Specific actions can be found in the joint implementation strategy that is made widely available on the hospital's website at www.BSWHealth.com/CommunityNeeds. Facility Reporting Group A Part V, Section B, line 16j: Measures to publicize the policy within the community served by the hospital facility, include but are not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policies are posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital may receive help from a financial counselor. These services are also offered through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Facility Reporting Group A Part V, Section B, line 20e: A copy of the Plain Language Summary is included on the back of every billing statement 13 1 - BSW THH Outpatient Services 4716 Alliance Blvd Suite 300/310/35 Plano TX 75093 Cardiovascular Center 2 - BSW Brain & Spine Center 4716 Alliance Blvd Suite 800/810/85 Plano TX 75093 Brain & Spine Center 3 - Elizabeth Jekot MD Breast Imag Ctr 3301 E Renner Rd Suite 100 Richardson TX 75082 Radiology Center 4 - Women's Imag Ctr at Baylor Plano 4716 Alliance Blvd Suite 100 Plano TX 75093 Radiology Center 5 - THHBD Wound Care Center 2817 S Mayhill Rd Suite 230 Denton TX 76208 Wound Care Center 6 - BSW THH Sleep Center-Denton 2817 S Mayhill Rd Suite 240 Denton TX 76208 Sleep Center 7 - BSW THH Cardiac Rehab Denton 2817 S Mayhill Rd Suite 108 Denton TX 76208 Cardiovascular Center 8 - BSW OP Infusion Center 4716 Alliance Blvd Suite 810 Plano TX 75093 Infusion Center 9 - BSW CancerHealth Wellness Ctr 4708 Alliance Blvd Suite 400 Plano TX 75093 Oncology/Palliative Care 10 - BSW Pain Management Center-Plano 4708 Alliance Blvd Suite 810 Plano TX 75093 Pain Management Center 11 - BSW Heart Recovery Clinic-Rockwall 6705 Heritage Pkwy Suite 201 Rockwall TX 75087 Cardiovascular Center 12 - BSW THH Outpatient Services-Denton 2817 S Mayhill Rd Suite 230 Denton TX 76208 Physical Therapy Clinic 13 - THH-Dallas Cardiac Rehab 411 N Washington Suite 3100 Dallas TX 75246 Cardiovascular Center Part I, Line 3c: and Line 3b: In addition to providing free care to financially indigent patients at 200% of the federal poverty guidelines ("FPG"), the organization provides discounted care to the medically indigent which is based on both the FPG (up to 500%) and the percentage of the patient's total bills from all Baylor Scott & White Health related providers in relation to the patient's annual income. Part I, Line 6a: The organization prepares and files an Annual Report of Community Benefit Plan with the Texas Department of State Health Services. This report is made available through the organization's website at www.bswhealth.com/about/community-impact/community-benefit-reports. Part I, Line 7: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a - 7d. For amounts reported on lines 7e - 7k, actual expenses for each community benefit activity are tracked and reported using both community benefit software and/or the organization's cost accounting system.Part I, Line 7i, Column (c): Includes charity care payments of $15,862,298 that are made directly to other nonprofit organizations for the treatment of indigent patients of those organizations. Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 344. Part III, Line 4: For financial statement purposes, the organization has adopted accounting standards update No. 2014-09 (TOPIC 606). Therefore, patient bad debt is inherently included in net patient revenue in accordance with Financial Accounting Standards Board Accounting Standards Codification 606.As stated in the combined audited financial statements "The collection risk related to uninsured patient accounts includes the patient portion of insured accounts. Implicit price concessions on these accounts are based on historical collection experience using a portfolio approach, as a practical expedient, rather than arriving at an individualized estimate for each patient service encounter. The financial statement effects of using this practical expedient are not material as compared to estimating implicit price concessions on an individual basis. Accounts are written off when collection efforts are exhausted."Bad debt does not include amounts for patients who are known to qualify under the organization's charity care policy. The amount of bad debt attributable to patient's accounts is net of contractual allowance, payments received and recoveries of bad debt previously written off.The organization has entered zero on Schedule H, Part III, Line 3; however, based on prior experience and certain demographics and other information obtained during admission, the organization believes a portion of the bad debt expenses (estimated to range from 1-5%) would be attributable to patients that would otherwise qualify for charity care. Despite all of the effort and ways the organization educated patients about qualifying for its charity care programs as demonstrated in Part VI, question 3 below, many uninsured patients either refuse or fail to complete a charity care application or provide sufficient information at the time of admission, during their stay or after being discharged to qualify for assistance under the organization's charity care policy. Part III, Line 8: The amount reported on Part III, Section B, line 7 was calculated in accordance with the Schedule H instructions utilizing the organization's allowable cost reported in the Medicare cost report based on a cost to charge ratio. However, the allowable costs in the Medicare cost report do not reflect the actual cost of providing care to patients since the Medicare cost report excludes many direct patient care costs that are essential to providing quality care to these patients. For example, certain coverage fees to physicians, cost of Medicare C and D, and other similar direct patient care expenses are specifically excluded as allowable cost in the cost reports. Using the same methodology to calculate the unreimbursed cost of providing charity care and Medicaid (using applicable Schedule H Worksheets) would result in a shortfall of $76,568,258.The organization believes that all of the shortfall should be considered as a community benefit for the following reasons. First, the IRS Community Benefit Standard includes the provision of care to the elderly and Medicare patients. IRS Revenue Ruling 69-545 provides, in part, that hospitals serving patients with governmental health benefits, including for example Medicare, is an indication that the hospital operates for the promotion of health in the community. Second, the organization provides care to Medicare patients regardless of this shortfall, i.e., loss, and thereby relieves the state and federal government of the burden of paying the full cost for the care of Medicare beneficiaries. Medicare does not provide sufficient reimbursement to cover the entire cost of providing care to these patients causing the organization to use other surplus funds to cover the shortfall. It is expected that reimbursement under the Medicare program will continue to decline and therefore may further limit access to care due to the anticipated reduction of participating Medicare providers in the community. As a result, the care for these patients will likely increase at, and rest on the shoulders of, nonprofit hospitals or county hospital districts. Third, many of the Medicare participants have low fixed incomes and therefore would qualify for charity care or other means tested government programs absent being enrolled in the Medicare program. Fourth, Texas nonprofit hospitals must provide a minimum level of community benefit in order to obtain exemption from state and local taxes. According to the current Texas Health and Safety Code, the unreimbursed cost of Medicare is considered to be a community benefit in determining these state statutory requirements as it helps relieve a governmental burden of providing this care that would otherwise be provided through the county hospital system in Texas. Part III, Line 9b: The organization's patient billing and collection policy prohibits any collection efforts for the portion of the account balance that qualifies for financial assistance under the organization's financial assistance policy. For any remaining balances due, the same policy contains the actions that may be taken in the event of nonpayment, which are applied equally to all patient types. The policy is made widely available to the public on the organization's website https://www.bswhealth.com/financialassistance. Part VI, Line 2: During the fiscal year ending June 30, 2025, the Organization conducted a Community Health Needs Assessment (CHNA) to assess the health care needs of the community for each of its licensed hospital facilities and developed an implementation strategy to address the needs identified in the CHNAs. The CHNAs were conducted in accordance with state and federal guidelines including Internal Revenue Code Section 501(r) and the Texas Health and Safety Code Section 311. These CHNAs and implementation strategies have been made widely available to the public and are located on the Organization's website at the following address: www.BSWHealth.com/CommunityNeeds. Part VI, Line 3: The organization is committed to promoting health in the community including providing or finding financial assistance programs to assist patients. Patients who may qualify for financial assistance through the organization's charity care program or other federal, state and local government programs are informed and educated about their eligibility in several ways including, but not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policy is posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital will automatically receive help from a financial counselor. These services are provided in writing and through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Part VI, Line 4: The organization operates multiple hospital facilities across multiple defined communities serving the geographical area of Collin, Cooke, Dallas, Denton, Fannin, Grayson, and Wise counties. Additional information regarding the community can be found below, and in the hospital's community health needs assessment and implementation strategy located on the organization's website at www.BSWHealth.com/CommunityNeeds.Denton Health Community includes certain zip codes spanning Cooke, Denton, and Wise Counties with a population of approximately 1,085,800. The average median household income for the ZIP codes within this community is $105,487. 16.69% of individuals in families are below 200% of the federal poverty level based on the past 12 months of income.In the Denton Region, the age distribution shows a higher concentration in the 18 - 64 years bracket, which makes up approximately 64.37% of the population. This indicates a predominantly working-age population, which could imply a strong workforce but also underscores the need for robust employment policies and healthcare services catering to these adults.When compared to Texas and the United States, the Denton Region has a smaller proportion of seniors (11.80% compared to 13.18% in Texas and 16.84% in the U.S.) and a slightly higher percentage of adults aged 18 - 39 years. This younger demographic might mean less immediate demand for geriatric services but suggests a need for family planning, pediatric and educational services. The relatively lower percentage of senior residents could also influence long-term healthcare and social support planning.The racial and ethnic composition of the Denton Region shows a significant proportion of Non-Hispanic Whites at 56.10%, followed by Hispanic or Latinos at 20.31%, and Non-Hispanic Blacks at 9.60%. The diversity within the region suggests the need for culturally competent healthcare services that address the specific health beliefs, practices and needs of these diverse groups.When compared to the entire state of Texas, Denton has a higher percentage of Non-Hispanic Whites and a lower percentage of Hispanics or Latinos. Compared to national averages, Denton has lower Hispanic or Latino representation and higher Non-Hispanic White representation. This demographic variance emphasizes the need for region-specific health education and services that cater to the predominant groups while not neglecting the minority populations.The uninsured rates in the Denton Region, Texas and across the United States highlight a significant disparity in healthcare coverage. At 11.25%, the Denton Region fares better than the state average of 17.36% but remains above the national rate of 8.55%. This variation underscores the impact of regional policies and economic conditions on health insurance coverage, affecting access to healthcare services and financial security for many individuals.Plano Health Community includes certain zip codes spanning Collin, Dallas, Denton, Grayson and Fannin Counties with a population of approximately 4,956,327. The average median household income for the ZIP codes within this community is $90,211. The data on the percentage of people living below 200% of the poverty level reveals interesting insights about the Plano Region, Texas and the United States. 27.29% of the population in the Plano Region falls below this threshold, while the percentage is slightly higher in Texas at 32.22% and the United States at 28.8%. This suggests that there is a significant disparity in economic well-being between the Plano Region and the state and national averages.The age distribution in the Plano Region skews towards the 18 - 39 years and 40 - 64 years age groups, indicating a relatively young to middle-aged population. This demographic profile may have implications for healthcare services, including the need for preventive care, family planning and support for chronic disease management.When compared to the benchmark places, the Plano Region has a higher proportion of residents in the 18 - 39 years age group, aligning closely with the Texas benchmark. This suggests a need for targeted health initiatives focused on issues relevant to this demographic, such as reproductive health, mental wellness and substance abuse prevention. Additionally, the relatively high representation of the 40 - 64 years age group indicates a potential demand for services related to age-related health conditions and preventive care for this segment of the population.The Plano Region exhibits a diverse racial and ethnic composition, with significant representation from Non-Hispanic White, Hispanic or Latino, and Asian populations. The implications of these demographics include the potential for cultural diversity and the need for tailored healthcare services that address the specific health concerns of these various racial and ethnic groups.Comparatively, the Plano Region has a higher proportion of Non-Hispanic White and Asian residents compared to the benchmark places, while the Hispanic or Latino population is more prominent in the Texas benchmark. This suggests that the Plano Region may require targeted resources and programs to address the unique healthcare needs of its diverse population, particularly in areas related to language accessibility and culturally sensitive care.The data on uninsured rates reveals significant disparities across different regions. Plano Region has an uninsured rate of 16.79%, compared to 17.58% in Texas and 8.68% in the United States. These numbers highlight the varying levels of access to healthcare and the potential impact on the respective communities.Dallas Metropolitan Health Community includes certain zip codes spanning Collin, Dallas, Ellis, Henderson, Hunt, Kaufman, Navarro, Rockwall, Tarrant and Van Zandt Counties, with a population of approximately 6,723,995. The average median household income within this community is $85,177. The prevalence of individuals living below 200% of the poverty level illustrates significant socioeconomic challenges across different regions. In the Dallas Metropolitan area, approximately 28.8% of the population falls into this category, closely mirroring the national average of the United States, which stands at 28.8%. The age distribution in Dallas Metropolitan reveals a youthful demographic, with significant portions of the population in the 18 - 39 years and 40 - 64 years age brackets, each constituting about 31% of the residents. Children aged 0 - 4 years and 5 -17 years together make up about 25% of the population, indicating a substantial number of families with school-aged children. The senior population (65 years and older) is relatively smaller at around 12%. In Dallas Metropolitan, the racial and ethnic composition is notably diverse. Non-Hispanic Whites make up approximately 41% of the population, followed by Hispanic or Latino at about 31%, Non-Hispanic Blacks at 17%, and Asians at 7%. The presence of Native Americans, Pacific Islanders, and those identifying with two or more races, although smaller in proportion, adds to the area's multicultural identity. The uninsured rate in the Dallas Metropolitan area is significantly higher at 17.48% compared to the national average of 8.68%, indicating a substantial local healthcare coverage gap. This disparity not only stresses the local healthcare infrastructure but also impacts the broader community, leading to increased health disparities and financial strains on uninsured individuals and their families. Addressing this issue could involve targeted local interventions and policies aimed at increasing healthcare access and affordability for the residents of Dallas and Texas overall, where the uninsured rate is marginally higher at 17.58%. Part VI, Line 5: With the oversight of an independent volunteer community board and Baylor Scott & White Health (BSW Health), the organization's ultimate parent, the organization's hospital facilities and/or other health care facilities have promoted health and benefited the community by providing exemplary health care, medical education, research and other community services. The organization's governing body is comprised of a majority of volunteer community representatives that provide leadership and governance for the organization. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for the organization. The members are well respected residents and/or own businesses in the organization's primary or secondary service area and understand the needs of the community.The medical staff of the organization is open to all physicians in the community who meet membership and clinical privilege requirements.As a nonprofit organization surplus funds are continuously invested back to the community and are utilized to maintain access to limited patient care services or expand access points of care to patients throughout the community. These efforts are generally targeted to meet the community health needs identified in the community health needs assessment conducted by each of the hospital facilities. More information about these efforts can be found in the written implementation strategies that have been made widely available to the public and are located on the organization's website at the following address: www.BSWHealth.com/CommunityNeeds. Below are summaries of a few of the hospital's key patient care services or community benefit programs designed to promote the health of the community.The organization provides financial assistance in the form of charity care to patients who are indigent and satisfy certain eligibility requirements. Additionally, the organization is committed to treating patients who are eligible for means tested government programs such as Medicaid and other government sponsored programs including Medicare, which is provided regardless of the reimbursement shortfall, and thereby relieves the state and federal government of the burden of paying the full cost of care for these patients. Often, patients are unaware of the federal, state and local programs open to them for financial assistance, or they are unable to access them due to the cumbersome enrollment process required to receive these benefits. The organization offers assistance in enrollment to these government programs or extends financial assistance in the form of charity care through the organization's Financial Assistance Policy which can be located on the organization's website at www.bswhealth.com/financialassistance.The organization operates an emergency department through its hospitals accepting all patients without the regard for the ability to pay. The emergency room is operated 24 hours a day, seven days a week.The organization provides heart and vascular services to the community through a nationally ranked full-service joint venture heart hospital (Baylor Scott & White - The Heart Hospital) with facilities in Dallas, Plano, Denton and McKinney. Additionally, an ACGME-accredited Cardiovascular Diseases fellowship program has been established at the heart hospital's Plano location to offer medical educational programs in Interventional Cardiology, Clinical Cardiac Electrophysiology, and Advanced Heart Failure/Transplant Cardiology fellowships.The organization is also committed to promoting the health and well-being of individuals and families beyond the health activities of the traditional hospital or clinic setting through its community outreach programs. Community outreach and preventative health care are important areas of focus that fuel the organization's efforts to screen and educate local residents to improve the overall health and wellness of the community its services. Prevention leads to early detection and the ability to catch disease when treatment will be most reliable and effective. These programs are targeted to positively alter the health of the community by providing education on such topics as adult nutrition, childhood obesity, and behavioral health issues and to build support groups for individuals suffering with chronic diseases such as diabetes, cardiovascular and pulmonary diseases, and cancer. Throughout the year the organization offers free preventive health services to the community such as health screenings, health fairs, immunizations and many other community education programs. Equipping people with quality health information encourages individuals to make appropriate lifestyle changes to benefit their health.Medical education is a crucial part of the organization's mission. The focus is to educate the next generation of leaders and outstanding clinicians. Programs include fellowship in the following areas advanced cardiac imaging, advanced heart failure and transplant, cardiovascular disease, clinical cardiac electrophysiology, interventional cariology, peripheral endovascular, structural heart and thoracic surgery. These programs provide a broad clinical experience by immersing trainees to a multidisciplinary team approach to patient care, cutting edge technology, scholarship, and groundbreaking research at our state-of-the-art facilities. Fellows are encouraged to have a scholarly approach in collecting and interpreting medical data and contributing to quality improvement and delivery of care.As part of a health system with renowned teaching facilities, the organization attracts first-rate medical specialists who help improve the level of medical care for the entire community. The organization is also committed to assisting with the preparation of future nurses at entry and advanced levels of the profession to establish a qualified workforce. During a nurses training, clinical skills and professional competencies are developed to provide the nurse with the ability to take on increasing responsibility for patient care. Quality teaching programs add many dimensions to the organization's ability to serve patients. The efforts are coordinated through strong affiliations with schools of nursing in Central and North Texas. The nurses trained at the organization's hospital facility are not obligated to join the staff although many remain in Texas to provide top quality nursing services to many health care institutions.The organization promotes and supports its scholarly mission through both basic and translational research activities to ensure innovative treatments are quickly available to patients in unique need through the Baylor Scott & White Research Institute and research laboratories at throughout the system. Basic and applied research includes pharmaceutical studies ranging from early development cancer studies to large studies measuring the efficacy of nasal flu vaccine. New areas of health services research focusing on methods of care for the nation's aging population have also recently been initiated.The organization partners with other organizations to provide access to health care services for an underserved population, those living in poverty, in areas where infant mortality is high and where there is a shortage of primary care physicians. The organization has provided financial support to Baylor University Medical Center, an affiliated corporation, dedicated to provide primary care access to uninsured and underserved populations. Part VI, Line 6: The organization is affiliated with Baylor Scott & White Health (collectively "BSWH"), a faith based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the communities of North and Central Texas. BSWH is the largest not-for-profit health care system in the State of Texas and one of the largest in the United States as measured by total operating revenue of $17.3 Billion and total assets of $22.9 Billion based on the fiscal year ended June 30, 2025. Today, BSWH has over 1,300 patient access points including 53 hospitals, 600+ specialty care clinics, 250+ outpatient clinics, 150+ primary care clinics, 29 pharmacies, 30+ ambulatory surgery centers, and more than 7,300 active physicians. BSWH includes a robust spectrum of owned, operated, ventured and other affiliated entities including philanthropic foundations, a research institute, physician clinics and networks, acute care hospitals, short-stay hospitals, specialty hospitals, ambulatory surgery centers, free standing emergency medical centers, free standing imaging centers, free standing urgent care centers, retail pharmacies, an accountable care organization, a health plan and other health care providers all which fall under the common control of the Baylor Scott & White Health parent organization ("BSW Health"). Under the guidance of an independent community board, BSWH follows one single mission, vision and values focusing on quality patient centered care while meeting the demands of health care reform, the changing needs of patients and extraordinary recent advances in clinical care. With a commitment to and a track record of innovation, collaboration, integrity and compassion for the patient, BSWH stands to be one of the nation's exemplary health care organizations.Community benefits are provided through the provision of financial assistance, governmental sponsored programs (such as Medicaid and Medicare), medical research, medical education, community health improvement services, donations to other nonprofit health care providers, and many other community service activities. During the year, the affiliated nonprofit hospitals reported community benefits (as reported to the Texas Department of State Health Services, and in accordance with the State of Texas Statutory methodology) of $1.3 Billion. BSWH's nonprofit hospitals provided community benefits (as reported on the IRS Form 990, Schedule H) of $485 Million during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $733 Million of unreimbursed cost of Medicare as a community benefit that is not counted in the IRS Form 990, Schedule H.As part of BSWH, certain affiliates make grants and/or contributions to other related nonprofit affiliates to help financially support and/or fund worthy community benefits activities.BSWH has also established a patient transfer system among the affiliated hospitals allowing patients needing a particular level of care to be transferred as needed to a related hospital that can provide that service in an efficient and effective manner.As part of BSWH, all hospitals and other affiliated health care providers are required to adhere to high standards for medical quality, patient safety and patient satisfaction. These standards are set forth by BSW Health, which helps ensure consistency across BSWH.BSWH is actively reimagining the healthcare experience by redesigning core business processes and integrating innovative solutions across all aspects of its operations. This includes the development of a comprehensive digital health platform, MyBSWHealth, the creation of new products and services, and the pursuit of operational efficiencies that enhance the quality of care. BSWH's approach goes beyond the application of technology - it's about fundamentally rethinking how care is delivered and how services are accessed, ensuring that every touchpoint of the healthcare journey is streamlined, personalized and more accessible for those who need it. Part VI, Line 7, Reports Filed With States TX 1 Baylor University Medical Center 301 N Washington Avenue Dallas TX 75246 751837454 501(C)(3) 15500158 0 N/A N/A Indigent Care Baylor Research Institute 301 N Washington Avenue Dallas TX 75246 751921898 501(C)(3) 120271 0 N/A N/A Research My Possibilities 3601 Maple Shade Lane Plano TX 75075 261509133 501(C)(3) 6500 0 N/A N/A General Support LifePath Systems Foundation 1515 Heritage Dr McKinney TX 75069 611644629 501(C)(3) 10500 0 N/A N/A General Support American Heart Association 12345 North Lamar Suite 200 Austin TX 78753 135613797 501(C)(3) 10000 0 N/A N/A General Support 5 0 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 the organization'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 the organization and/or outlined in an implementation strategy, (2) Serves an under-served community or group of people through medical mission work to improve their health status (3) promotes health in the community, (4) supports community buildings activities that protect or improves the community's health or safety and/or (5) provides positive visibility and good community relations with other organization serving the health needs of the community. For related organizations, all grants and other assistance are subject to the policies and procedures set forth by BSW Health 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. Community Benefit grants and/or contributions provided to unrelated organizations are given as a restricted gift and the receiving organization is requested to return a signed receipt indicating the funds were used for that purpose. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Jerri Garison President/CEO 703796 0 775083 0 154839 0 17250 0 23823 0 1674791 0 0 0 John F Marcucci MD SVP CMO 456247 0 226076 0 30422 0 81474 0 18536 0 812755 0 0 0 Grant Teegarden Secretary 0 352008 0 250251 0 17438 0 57804 0 29456 0 706957 0 0 Amy Wilson MD Trustee 0 450857 0 127460 0 3870 0 32188 0 29669 0 644044 0 0 Dan Rich VP CFO 387943 0 121165 0 24900 0 17250 0 26030 0 577288 0 0 0 Susan Moats VP CNO 359067 0 106996 0 878 0 17250 0 19893 0 504084 0 0 0 Mary Wylie VP COO 239475 0 84899 0 24919 0 13287 0 9997 0 372577 0 0 0 Catherine Bagnell VP HRSBS 241264 0 71154 0 532 0 12104 0 1309 0 326363 0 0 0 Graciela Norales Director Pharmacy 233686 0 54735 0 968 0 11842 0 3512 0 304743 0 0 0 Brenton Majors Director Surgical Services 180897 0 49707 0 825 0 9776 0 31283 0 272488 0 0 0 Steven Hunter Dir APP Operations 159801 37725 45814 0 134 32 8187 1933 9324 2216 223260 41906 0 0 Patricia Cooper Director Health Care Improvement 179516 0 47921 0 2138 0 9496 0 22247 0 261318 0 0 0 Part I, Line 1a Tax indemnification and gross-up payments - The organization provides tax indemnification where the BSW Health's CEO, COO or CFO determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Four of the persons listed in the Form 990, Part VII, Section A, received this benefit from the organization during the tax year. Discretionary spending account - The organization provides eligible employees certain monthly expense allowances in lieu of reimbursement for actual expenses under the organization's business travel and expense reimbursement policy. This may include providing an auto expense allowance for business mileage for those who travel frequently in their personal vehicle. All expense allowances are treated as taxable compensation. One person listed in the Form 990, Part VII, Section A, received these benefits during the tax year. Part I, Line 3 Process for determining compensation: The organization, a controlled affiliate of BSW Health, 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 the organization 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 places 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 BSW Health Board of Trustees and its Compensation 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 similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Health Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by BSW Health, works directly with an independent compensation consultant(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 other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the BSW Health Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or 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 Compensation 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 Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings. Part I, Line 4b Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Health and certain tax exempt affiliates (collectively BSWH) 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 BSWH's supplemental non-qualified retirement plan during the tax year: Grant Teegarden, Jerri Garison ($103,460), John F Marcucci, M.D., and Amy Wilson, M.D. Part I, Line 7 The organization has adopted and implemented BSW Health's, the organization's ultimate parent, Annual Incentive 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 BSW Health's governing body. Payout levels are based upon a combination of system, entity, and region performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Health's governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. Also, select officers, as designated by BSW Health'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 BSWH as well as align their compensation to the long term strategy of BSWH. 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 BSWH'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 approved by BSW Health's governing body for participants. Form 990, Schedule J, 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. Some, but not all, members may have received modest benefits incident to their service on the board and/or multiple board committees or received compensation as an employee of a related organization. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable. Form 990, Part VI, Section A, line 4 Effective January 1, 2025, the Certificate of Formation and the Bylaws were amended to reflect Baylor Scott & White Health (46-3131350) replacing Baylor Scott & White Holdings (46-3130985) as the sole member of the member. Form 990, Part VI, Section A, line 6 Members or stockholders: The organization is a Texas nonprofit membership organization in which Baylor Health Care System, 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: Baylor Scott & White Health (BSW Health), a tax exempt, Texas nonprofit corporation, is the ultimate parent entity of the organization. BSW Health has control and substantial reserved powers over the organization, including those to elect and remove the governing body of the organization. The BSW Health's Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Health and its affiliated tax- exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. Form 990, Part VI, Section A, line 7b Governing body decisions subject to approval: All rights and powers are reserved to the organization's ultimate parent, BSW Health, except only those rights and powers expressly set forth in the bylaws, required by state or federal law, or to meet the requirements and standards promulgated by joint commission. For example, BSW Health's substantial reserved rights and powers include, without limitation, approval of the organization's certificate of formation and bylaws and amendments thereto, appointment and removal of members of the organization's governing body, approval of dissolutions and mergers, and other similar decisions over the organization. The BSW Health's Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Health and its affiliated tax- exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. Form 990, Part VI, Section B, line 11b Process used to review the Form 990: The Form 990 is prepared and reviewed by the BSW Health tax department. During the return preparation process the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance to prepare a complete and accurate return. Upon completion, the Form 990 is reviewed by the organization's President, financial officer and/or other key officers. A complete final copy of the return is provided to the organization's governing body prior to filing with the IR 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 an 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, employed physicians, persons who participate in the design, coordination, conduct, or reporting of research on behalf of BSWH, and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BSW Health's Board of Trustees Audit and Compliance Committee, the BSW Health's Board of Trustees Governance Committee and/or the BSW Health's Corporate Compliance Committee as the case may be will review all material disclosures submitted by these individuals to determine whether a conflicts of interest exists and to determine an appropriate resolution, if necessary. Any individual with a perceived or potential conflict is prohibited from voting or participating in the decision-making process regarding such transaction with that individual. Form 990, Part VI, Section B, line 15 Process for determining compensation: The organization, a controlled affiliate of BSW Health, 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 the organization 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 places 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 BSW Health's Board of Trustees and its Compensation 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 similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Health's Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by BSW Health, works directly with an independent compensation consultant(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 other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the BSW Health's Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or 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 Compensation 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 Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings. 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 certificate of formation 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 BSW Health 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 and are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. Form 990, Part VII, Hours Devoted to Related Organizations: During the year, employees may transfer to or from a related organization. In those cases, the hours per week reflected at both the reporting organization and related organizations reflect the average hours they devoted to each respective organization before and after the transfer. Form 990, Part IX, line 11g Contract Labor: Program service expenses 3,515,677. Management and general expenses 3,700. Fundraising expenses 0. Total expenses 3,519,377. Patient Care: Program service expenses 4,432,568. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,432,568. Indigent Care: Program service expenses 562,547. Management and general expenses 0. Fundraising expenses 0. Total expenses 562,547. Professional Fees: Program service expenses 7,956,265. Management and general expenses 231,912. Fundraising expenses 0. Total expenses 8,188,177. Repairs and Maintenance: Program service expenses 226,147. Management and general expenses 18,623. Fundraising expenses 0. Total expenses 244,770. Lab Fees: Program service expenses 1,150,110. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,150,110. Other Purchased Services: Program service expenses 32,616,321. Management and general expenses 431,440. Fundraising expenses 0. Total expenses 33,047,761. Corporate Overhead: Program service expenses 0. Management and general expenses 23,672,456. Fundraising expenses 0. Total expenses 23,672,456. Form 990, Part XI, line 9: Changes in Net Assets of Related Foundation -972,459. Self Insurance Liability Reserve -2,716,104. Distribution to/from Tax Exempt Affiliates 64,567,963. Supplemental Information: Section 6038 Statement: Disclosure Statement Related to Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer: In accordance with IRC Section 6038 and the constructive ownership rules of IRC Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, with respect to certain controlled foreign corporations (CFCs) including Baylor Scott & White Assurance SPC. These filing requirements are or will be satisfied through the filing of Form 5471 for this CFC by the U.S. taxpayer identified below who has the same filing requirement. Taxpayer Name: Baylor University Medical Center Taxpayer Address: 301 N. Washington Avenue, Dallas, TX 75246 Taxpayer Identification Number of U.S. tax return with which the Forms 5471 were or will be filed: 75-1837454 IRS Service Center where U.S. tax return was or will be filed: E-filed All Saints Health Foundation 301 N Washington Avenue Dallas TX 75246 751947007 Fundraising TX 501(c)(3) Line 7 Baylor All Saints Medical Center 1 Baylor All Saints Medical Center 301 N Washington Avenue Dallas TX 75246 751008430 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Health Care System 301 N Washington Avenue Dallas TX 75246 751812652 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Health 1 Baylor Health Care System Employee Benefit Trust 301 N Washington Avenue Dallas TX 75246 751848557 VEBA TX 501(c)(9) Baylor Health Care System 1 Baylor Health Care System Foundation 301 N Washington Avenue Dallas TX 75246 751606705 Fundraising TX 501(c)(3) Line 7 Baylor Health Care System 1 Baylor Medical Center at Irving 301 N Washington Avenue Dallas TX 75246 752586857 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Waxahachie 301 N Washington Avenue Dallas TX 75246 751844139 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Scott & White Medical Centers-Greater North Texas 301 N Washington Avenue Dallas TX 75246 751037591 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Regional Medical Center at Grapevine 301 N Washington Avenue Dallas TX 75246 751777119 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Research Institute 301 N Washington Avenue Dallas TX 75246 751921898 Research TX 501(c)(3) Line 4 Baylor Health Care System 1 Baylor Scott & White Health 301 N Washington Avenue Dallas TX 75246 463131350 Management Services/ Parent eff. 1/1/2025 TX 501(c)(3) Line 12b, II N/A 0 Baylor Scott & White Holdings 301 N Washington Avenue Dallas TX 75246 463130985 Parent thru 12/31/2024 TX 501(c)(3) Line 12b, II N/A 0 Baylor University Medical Center 301 N Washington Avenue Dallas TX 75246 751837454 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 HealthTexas Provider Network 301 N Washington Avenue Dallas TX 75246 752536818 Physician Services TX 501(c)(3) Line 3 Baylor Health Care System 1 Hillcrest Baptist Medical Center 301 N Washington Avenue Dallas TX 75246 741161944 Hospital TX 501(c)(3) Line 3 Scott & White Memorial Hospital 1 Hillcrest Family Health Center 301 N Washington Avenue Dallas TX 75246 742730350 Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center 1 Hillcrest Physician Services 301 N Washington Avenue Dallas TX 75246 742967081 Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center 1 Irving Healthcare Foundation 301 N Washington Avenue Dallas TX 75246 751570933 Fundraising TX 501(c)(3) Line 7 Baylor Medical Center at Irving 1 Scott & White Clinic 301 N Washington Avenue Dallas TX 75246 742958277 Physician Services TX 501(c)(3) Line 10 Scott & White Healthcare 1 Scott & White Continuing Care Hospital 301 N Washington Avenue Dallas TX 75246 202850920 Long Term Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White EMS Inc 301 N Washington Avenue Dallas TX 75246 753242749 Emergency Transport TX 501(c)(3) Line 10 Scott & White Memorial Hospital 1 Scott & White Foundation-Brenham 301 N Washington Avenue Dallas TX 75246 742460815 Fundraising TX 501(c)(3) Line 7 Scott & White Hospital-Brenham 1 Scott and White Health Plan 301 N Washington Avenue Dallas TX 75246 742052197 HMO TX 501(c)(4) Baylor Scott & White Health 1 Scott & White Healthcare 301 N Washington Avenue Dallas TX 75246 264532547 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Health 1 Scott & White Healthcare Foundation 301 N Washington Avenue Dallas TX 75246 273513154 Fundraising TX 501(c)(3) Line 7 Scott & White Healthcare 1 Scott & White Hospital-Brenham 301 N Washington Avenue Dallas TX 75246 742519752 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-College Station 301 N Washington Avenue Dallas TX 75246 274434451 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Marble Falls 301 N Washington Avenue Dallas TX 75246 464007700 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Round Rock 301 N Washington Avenue Dallas TX 75246 203749695 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Taylor 301 N Washington Avenue Dallas TX 75246 741595711 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Memorial Hospital 301 N Washington Avenue Dallas TX 75246 741166904 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Southern Sector Health Initiative 301 N Washington Avenue Dallas TX 75246 263087442 Diabetes Health & Wellness Center TX 501(c)(3) Line 12a, I Baylor University Medical Center 1 Baylor Scott & White Medical Centers-Capitol Area 301 N Washington Avenue Dallas TX 75246 813040663 Hospital TX 501(c)(3) Line 3 Baylor Scott & White Health 1 Century Integrated Partners Inc 301 N Washington Avenue Dallas TX 75246 810872075 Physician Services/Emergency Care TX 501(c)(3) Line 3 Baylor University Medical Center 1 Baylor Scott & White Medical Center - Centennial 301 N Washington Avenue Dallas TX 75246 824052186 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Scott & White Care Plans 301 N Washington Avenue Dallas TX 75246 822794853 HMO TX 501(c)(4) Scott and White Health Plan 1 Lake Pointe Operating Company LLC 301 N Washington Avenue Dallas TX 75246 260194016 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Arlington Ortho & Spine Hospital LLC 14201 Dallas Parkway Dallas TX 75254 261578178 Hospital TX N/A 0 0 Baylor Affiliated Services LLC 301 N Washington Avenue Dallas TX 75246 260614730 Benefit Plans TX N/A 0 0 Baylor Heart and Vascular Center LLP 301 N Washington Avenue Dallas TX 75246 752834135 Specialty Hospital TX N/A 0 0 Baylor Surgicare at Granbury LLC 14201 Dallas Parkway Dallas TX 75254 263896477 Ambulatory Surgery Center TX N/A 0 0 Baylor Surgicare at Mansfield LLC 14201 Dallas Parkway Dallas TX 75254 271835675 Ambulatory Surgery Center TX N/A 0 0 Baylor Surgicare at Plano Parkway LLC 14201 Dallas Parkway Dallas TX 75254 274282604 Ambulatory Surgery Center TX N/A 0 0 Baylor Surgicare at Plano LLC 14201 Dallas Parkway Dallas TX 75254 260308454 Ambulatory Surgery Center TX N/A 0 0 Bellaire Outpatient Surgery Center LLP 14201 Dallas Parkway Dallas TX 75254 562297308 Ambulatory Surgery Center TX N/A 0 0 BIR JV LLP 4714 Gettysburg Rd Mechanicsburg PA 17055 274586141 Rehabilitation Hospitals TX N/A 0 0 BTDI JV LLP 1431 Perrone Way Franklin TN 37069 462908086 Outpatient Imaging Centers TX N/A 0 0 Dallas Surgical Partners LLC 14201 Dallas Parkway Dallas TX 75254 722183815 Ambulatory Surgery Center TX N/A 0 0 Denton Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752708579 Ambulatory Surgery Center TX N/A 0 0 Desoto Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752592508 Ambulatory Surgery Center TX N/A 0 0 EBD JV LLP 8686 New Trails Dr Suite 100 The Woodlands TX 77381 455434614 Free Standing Emergency Hospitals TX N/A 0 0 Frisco Medical Center LLP 14201 Dallas Parkway Dallas TX 75254 752865177 Hospital TX N/A 0 0 Ft Worth Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752658178 Hospital TX N/A 0 0 Garland Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752764855 Ambulatory Surgery Center TX N/A 0 0 Grapevine Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752854711 Ambulatory Surgery Center TX N/A 0 0 HealthTexas Provider Network-Gastro Serv LLP 301 N Washington Avenue Dallas TX 75246 731697736 Ambulatory Surgery Center TX N/A 0 0 Heritage Park Surgical Hospital LLC 14201 Dallas Parkway Dallas TX 75254 611762781 Hospital TX N/A 0 0 Irving Coppell Surgical Hospital LLP 14201 Dallas Parkway Dallas TX 75254 542086863 Hospital TX N/A 0 0 Lone Star Endoscopy Center LLC 14201 Dallas Parkway Dallas TX 75254 273635726 Ambulatory Surgery Center TX N/A 0 0 MEDCO Construction LLC 301 N Washington Avenue Dallas TX 75246 205965871 Inactive TX N/A 0 0 Metrocrest Surgery Center LP 14201 Dallas Parkway Dallas TX 75254 030380493 Ambulatory Surgery Center TX N/A 0 0 MSH Partners LLC 14201 Dallas Parkway Dallas TX 75254 752829613 Hospital TX N/A 0 0 North Central Surgical Center LLP 14201 Dallas Parkway Dallas TX 75254 201508140 Hospital TX N/A 0 0 North Garland Surgery Center LLP 14201 Dallas Parkway Dallas TX 75254 562399993 Ambulatory Surgery Center TX N/A 0 0 Park Cities Surgery Center LLC 14201 Dallas Parkway Dallas TX 75254 562357079 Ambulatory Surgery Center TX N/A 0 0 Physicians Surgical Center of Ft Worth LLP 14201 Dallas Parkway Dallas TX 75254 208303422 Ambulatory Surgery Center TX N/A 0 0 Rockwall Ambulatory Surgery Center LLP 14201 Dallas Parkway Dallas TX 75254 205506447 Ambulatory Surgery Center TX N/A 0 0 Surgery Center of Richardson Phys Pship LP 14201 Dallas Parkway Dallas TX 75254 200606781 Inactive TX N/A 0 0 Texas Endoscopy Centers LLC 14201 Dallas Parkway Dallas TX 75254 470985876 Ambulatory Surgery Center TX N/A 0 0 Texas Health Ventures Group LLC 14201 Dallas Parkway Dallas TX 75254 752696845 Holds interests in ASCs/ Short Stay Hospitals TX N/A 0 0 Texas Heart Hospital of the Southwest LLC 301 N Washington Avenue Dallas TX 75246 412101361 Specialty Hospital TX Baylor Reg Med Ctr at Plano Related 96183960 396874366 0 22480 1 0.50270 THVG Bariatric LLC 14201 Dallas Parkway Dallas TX 75254 383894636 Holds interests in Ambulatory Surgery Centers TX N/A 0 0 Trophy Club Medical Center LP 14201 Dallas Parkway Dallas TX 75254 481260190 Hospital TX N/A 0 0 Tuscan Surgery Center at Las Colinas LLC 14201 Dallas Parkway Dallas TX 75254 273578014 Ambulatory Surgery Center TX N/A 0 0 University Surgical Partners of Dallas LLP 14201 Dallas Parkway Dallas TX 75254 550823809 Ambulatory Surgery Center TX N/A 0 0 Baylor Surgicare at North Dallas LLC 14201 Dallas Parkway Dallas TX 75254 752900902 Ambulatory Surgery Center TX N/A 0 0 BT East Dallas JV LLP 301 N Washington Avenue Dallas TX 75246 475119983 Former Hospital/Wind Down TX N/A 0 0 BT Garland JV LLP 301 N Washington Avenue Dallas TX 75246 475009342 Former Hospital/Wind Down TX N/A 0 0 Blue Stone JV LLP 1431 Perrone Way Franklin TN 37069 474798129 Outpatient Imaging Centers TX N/A 0 0 Baylor Surgicare at Baylor Plano LLC 14201 Dallas Parkway Dallas TX 75254 813127185 Ambulatory Surgery Center TX N/A 0 0 Blue Stone Frisco JV LLP 1431 Perrone Way Franklin TN 37069 812480586 Outpatient Imaging Centers TX N/A 0 0 Centennial ASC LLC 14201 Dallas Parkway Dallas TX 75254 352199232 Ambulatory Surgery Center TX N/A 0 0 Texas Regional Medical Center LLC 14201 Dallas Parkway Dallas TX 75254 510570864 Hospital TX N/A 0 0 Texas Spine and Joint Hospital LLC 14201 Dallas Parkway Dallas TX 75254 752951355 Hospital TX N/A 0 0 Baylor Surgicare at Blue Star LLC 14201 Dallas Parkway Dallas TX 75254 814638201 Ambulatory Surgery Center TX N/A 0 0 SurgCenter of Plano LLC 14201 Dallas Parkway Dallas TX 75254 462873916 Ambulatory Surgery Center TX N/A 0 0 Bear Creek Surgery Center LLC 14201 Dallas Parkway Dallas TX 75254 465530768 Ambulatory Surgery Center TX N/A 0 0 Baylor Scott & White Surgicare at Weatherford LLC 14201 Dallas Parkway Dallas TX 75254 862430796 Ambulatory Surgery Center TX N/A 0 0 SurgCenter of Greater Dallas LLC 14201 Dallas Parkway Dallas TX 75254 831498677 Ambulatory Surgery Center TX N/A 0 0 Oak Point Surgical Suites LLC 14201 Dallas Parkway Dallas TX 75254 823437812 Ambulatory Surgery Center TX N/A 0 0 BSW Home Recovery Care LLC 49 Music Square West Ste 401 Nashville TN 37203 882913146 Home Care Services TX N/A 0 0 Sherman Endoscopy LLC 14201 Dallas Parkway Dallas TX 75254 861402910 Ambulatory Surgery Center TX N/A 0 0 Baylor Scott & White Surgicare Waxahachie LLC 14201 Dallas Parkway Dallas TX 75254 920758698 Ambulatory Surgery Center TX N/A 0 0 NextCare Texas JV LLC 2145 E Baseline Rd Ste 101 Tempe AZ 85283 931988423 Urgent Care Centers TX N/A 0 0 Cityview Surgery Center LLC 6551 Harris Pkwy Ste 100 Fort Worth TX 76132 113711239 Ambulatory Surgery Center TX N/A 0 0 Baylor Scott & White Health MedEquip LLC 401 N Carroll Ave Ste 603 Southlake TX 76092 334076199 DME TX N/A 0 0 Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc 301 N Washington Avenue Dallas TX 75246 261661900 Condo Association TX N/A C 1 Baylor Scott & White Health Enterprises Inc 301 N Washington Avenue Dallas TX 75246 751997378 Pharmacy TX N/A C 1 Baylor Health Network Inc 301 N Washington Avenue Dallas TX 75246 752463251 Inactive TX N/A C 1 Baylor Med Ctr at Grapevine Condo Owners Association Inc 301 N Washington Avenue Dallas TX 75246 752747555 Condo Association TX N/A C 1 Baylor Quality Health Care Alliance LLC 301 N Washington Avenue Dallas TX 75246 454015863 ACO TX N/A C 13651271 9125231 0.09090 1 Baylor Scott & White Assurance SPC 23 Lime Tree Bay Grand Cayman CJ 980589956 Investment CJ N/A C 1 BMP Incorporated 301 N Washington Avenue Dallas TX 75246 751436779 Post Office TX N/A C 1 BUMCRoberts Condominium Owners Association Inc 301 N Washington Avenue Dallas TX 75246 752897806 Condo Association TX N/A C 1 Charitable Lead Trusts (2) Investment TX N/A T 0 Charitable Remainder Trusts (48) Investment TX N/A T 0 Baylor Scott & White Insurance Company 301 N Washington Avenue Dallas TX 75246 743092083 Insurance TX N/A C 1 SHA LLC 301 N Washington Avenue Dallas TX 75246 752569094 HMO TX N/A C 1 Southwest Life & Health Insurance Company 301 N Washington Avenue Dallas TX 75246 751085046 Insurance TX N/A C 1 APN 14201 Dallas Parkway Dallas TX 75254 320416211 Inactive TX N/A C 1 Spine & Joint Physician Associates 14201 Dallas Parkway Dallas TX 75254 473135825 Inactive TX N/A C 1 Texas Heart Hospital of the Southwest Provider Group 1100 Allied Drive Plano TX 75093 331249903 Physician Group TX N/A C 1 0 1 1 0 0 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