2024-05-13T08:57:37-05:00 2023-06-30 990 2022-07-01 820551704 Baylor Regional Medical Center at Plano BAYL 2148204135 301 N Washington Avenue Dallas TX 75246 Dan Rich VP CFO 2148204135 2024-05-10 Dan Rich XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Baylor Scott & White Medical Center-Plano Jerri Garison 4700 Alliance Blvd Plano TX 75095 717369154 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. 10 8 1126 89 33709 21818 367774 1338565 332699865 357814893 36383596 16655778 532911 717211 369984146 376526447 8998195 12198294 0 0 81378494 89585482 0 0 0 144953303 153118224 235329992 254902000 134654154 121624447 822762202 949690914 14963434 11776985 807798768 937913929 X Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. 0 0 229136904 12198294 357819941 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 1,250 patient access points including 51 hospitals, 612 specialty care clinics, 261 outpatient clinics, 160 primary care clinics, 30 pharmacies, 31 ambulatory surgery centers, and more than 7,100 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 over 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 7,388 patients resulting in 35,560 days of care and received 29,431 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 $66,381,513 and provided community benefits (as reported on the IRS Form 990, Schedule H) of $23,876,948 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $52,900,975 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. 229136904 1 1 0 1 0 0 0 0 0 0 1 0 1 0 1 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 1 171 0 1 1126 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 10 8 0 0 0 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 Scott Peek Trustee (thru 1/6/2023) 1.00 40.00 X 0 1074563 270483 Paul Madeley MD Trustee 1.00 40.00 X 0 478485 38893 Amy Wilson MD Trustee 1.00 40.00 X 0 462181 42412 Harry Neil Dugger Trustee/Vice Chair 1.00 0.00 X X 0 0 0 Vince Hawkins Trustee 1.00 0.00 X 0 0 0 Marissa Hernandez Trustee 1.00 0.00 X 0 0 0 Lisa Hultz Trustee 1.00 0.00 X 0 0 0 George McCleskey Trustee 1.00 0.00 X 0 0 0 J Kent Newsom Trustee/Chair 1.00 0.00 X X 0 0 0 Rodrick Robinson Trustee 1.00 0.00 X 0 0 0 Jeffrey Schmeltekopf Trustee 1.00 0.00 X 0 0 0 Jerri Garison President/CEO 40.00 0.00 X 1321343 0 37761 Grant Teegarden Secretary 1.00 40.00 X 0 411146 71455 Dan Rich VP CFO 40.00 0.00 X 428315 0 39392 John F Marcucci MD SVP CMO 40.00 0.00 X 634420 0 94604 Susan Moats VP CNO 40.00 0.00 X 407640 0 33789 Mary Wylie VP COO 40.00 0.00 X 282274 0 27551 Graciela Norales Director Pharmacy 40.00 40.00 X 153284 108236 23824 Brenton Majors Director Surgical Services 40.00 40.00 X 155252 83758 36447 Anna Gemeny Director HR Strategic Svcs 40.00 0.00 X 243892 0 13597 Omana Paul RN 50.00 0.00 X 214026 0 24598 Patricia Cooper Director Health Care Improvement 40.00 0.00 X 205553 0 28729 Deanne Kindred Former Officer 0.00 40.00 X 0 705846 181950 Jacob Gebhart Former Officer 0.00 40.00 X 0 452266 132737 4045999 3776481 1098222 204 1 1 0 HealthTexas Provider Network 301 N Washington Ave Dallas TX 75246 Clinical/Administrative Svcs 17175948 Aramark Services Inc PO Box 651009 Charlotte NC 282651009 Engineering/Food Services 7351947 Shiftwise Inc 1800 SW 1st Ave Ste 510 Portland OR 97201 Staffing Services 6304821 Texas Heart Hospital of the Southwest L 301 N Washington Ave Dallas TX 75246 Clinical Services 4134648 BIR JV LLP PO Box 677466 Dallas TX 75267 Staffing/Management Services 2138466 33 235171 1103394 1338565 Patient Care 622110 353747840 353723529 24311 Shared Savings 622110 3527564 3527564 Rent 531120 506832 506832 Unclaimed Prop Refund 900099 18930 18930 Education 611710 3600 3600 10127 729 9398 357814893 8217736 5048 8212688 349064072 216677 340842707 0 8221365 216677 8438042 8438042 Cafeteria 722514 680624 680624 Gift Shop 459420 36587 36587 717211 376526447 357786232 33709 17367941 X 12198294 12198294 3602146 3602146 70122491 69891062 231429 2507709 2499430 8279 8089635 8062926 26709 5263501 5246771 16730 40589 40589 11159 11159 52658 52658 70654041 49573875 21080166 213406 70355 143051 714902 544092 170810 9141371 9122646 18725 6122805 6055627 67178 67769 46226 21543 65149 63380 1769 11834 11834 9049512 9049512 77956 77956 Medical Supplies 53811300 53811300 Non-Medical Supplies 1906046 1877466 28580 LPPF Expense 823134 823134 Dues and Memberships 112261 67567 44694 242332 80818 161514 254902000 229136904 25765096 0 62220318 42656682 25045645 41389024 74767 8332639 8651260 122162 74565 247757235 139725391 93159083 108031844 521379504 650794362 106106674 92173617 2317430 2317430 4078747 3527363 822762202 949690914 6313009 7179099 2991335 72148 5659090 4268697 0 257041 14963434 11776985 X 807359613 937512609 439155 401320 807798768 937913929 822762202 949690914 X 121624447 10197515 -1706801 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 7911 1 52658 0 0 60569 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. 22736905 22736905 126435731 66498350 59937381 94881075 73227041 21654034 3703524 3703524 108031844 Invest-Texas Heart Hosp Southwest LLP 90394544 F Investment-Baylor Quality Alliance 1779073 C 92173617 Physician Guarantee Liability 257041 257041 X Part X, Line 2: The filing organization does not have separate individual audited financial statements; however, the organization is included in BSW Holdings' combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes." As of June 30, 2023 and 2022, the System had no material gross unrecognized tax benefits. 1 1 X 1 X 1 X 500.000000000000 1 1 0 1 1 7819154 0 7819154 0.01640 8239122 12350868 0 0.00000 84490 75905 8585 0.00000 16142766 12426773 7827739 0.01640 328546 0 328546 0.00070 1163780 0 1163780 0.00240 1829770 0 1829770 0.00380 93586 0 93586 0.00020 12633527 0 12633527 0.02660 16049209 16049209 0.03370 32191975 12426773 23876948 0.05010 1 29762100 0 121594946 137868598 -16273652 X 1 1 1 Texas Heart Hospital of the Southwest LLP Patient Care 0.50590 0.00000 0.49410 3 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 Facility Reporting Group A 0 0 1 X X X X X X X X X 21 1 1 0 1 X www.BSWHealth.com/CommunityNeeds X 1 21 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 21 1 0 0 1 X www.BSWHealth.com/CommunityNeeds X 1 21 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 Part V, Section B, Line 5: To obtain a qualitative assessment of the health community, the organization:- Assembled a focus group representing the broad interests of the community served;- Conducted interviews and surveys with key informants / leaders and representatives who serve the community and have insight into its needs; and- Held prioritization sessions with hospital clinical leadership and community leaders to review collection results and identify the most significant healthcare needs based on information gleaned from the focus groups and key informants.Focus groups helped identify barriers and social factors influencing the community's health needs. Key informant interviews gave the team even more understanding and insight about the general health status of the community and the various drivers that contributed to health issues.Multiple governmental public health department individuals were asked to contribute their knowledge, information and expertise relevant to the health needs of the community. Individuals or organizations who served and/or represented the interests of medically underserved, low-income and minority populations in the community also took part in the process. NOTE: In some cases, public health officials were unavailable due to obligations concerning the COVID-19 pandemic.On January 27, 2022, a session was conducted with key leadership members from Baylor Scott & White along with community leaders to review the qualitative and quantitative data findings of the CHNA to date, discuss at length the significant needs identified, and complete prioritization exercises to rank the community needs. Prioritizing health needs was a twostep process. The two-step process allowed participants to consider the quantitative needs and qualitative needs as defined by the indicator dataset and focus group/interview/survey participant input.In the first step, participants reviewed the top health needs for their community using associated data-driven criteria. The criteria included health indicator value(s) for the community and how the indicator compared to the state benchmark.Participants held a group discussion about which needs were most significant, using the professional experience and community knowledge of the group. A virtual voting method was invoked for individuals to provide independent opinions.This process helped the group define and identify the community's significant health needs. Participants voted individually for the needs they considered the most significant for this community. When the votes were tallied, the top identified needs emerged and were ranked based on the number of votes.The following is a list of groups consulted: Baylor Scott & White The Heart Hospital Denton, Callier Center for Communication Disorders, City of Denton, Community Services, Inc., Denton County MHMR Center, First Refuge Ministries, Metroport Meals on Wheels, Visiting Nurse Association of Texas Dallas/Fort Worth. Baylor S&W The Heart Hospital-Denton Part V, Section B, Line 6a: NonePart V, Section B, Line 9: The hospital adopted its most recent Implementation Strategy before November 15, 2022, the 15th day of the fifth month after the 2021 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 completed a community health needs assessment and developed an implementation strategy to address the health needs of the community while meeting certain federal and state requirements. The hospital will address all significant community health needs (except the need(s) listed below) based on the anticipated impact to the community, hospital resources available, and the expertise of the hospital facility. Specific actions can be found in the implementation strategy that is made widely available on the hospital's website at www.BSWHealth.com/CommunityNeeds.The following identified need has not been addressed in the community benefit implementation plan: Access to Primary Healthcare Providers.There are multiple community and state agencies whose expertise and infrastructure are better suited for meeting the needs not addressed in the Community Health Implementation Strategies. Therefore, BSWH leadership has opted to focus its resources on the listed priorities for the betterment of the community. 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-Denton 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:- Assembled a focus group representing the broad interests of the community served;- Conducted interviews and surveys with key informants / leaders and representatives who serve the community and have insight into its needs; and- Held prioritization sessions with hospital clinical leadership and community leaders to review collection results and identify the most significant healthcare needs based on information gleaned from the focus groups and key informants.Focus groups helped identify barriers and social factors influencing the community's health needs. Key informant interviews gave the team even more understanding and insight about the general health status of the community and the various drivers that contributed to health issues.Multiple governmental public health department individuals were asked to contribute their knowledge, information and expertise relevant to the health needs of the community. Individuals or organizations who served and/or represented the interests of medically underserved, low-income and minority populations in the community also took part in the process. NOTE: In some cases, public health officials were unavailable due to obligations concerning the COVID-19 pandemic.On January 31, 2022, a session was conducted with key leadership members from Baylor Scott & White along with community leaders to review the qualitative and quantitative data findings of the CHNA to date, discuss at length the significant needs identified, and complete prioritization exercises to rank the community needs. Prioritizing health needs was a twostep process. The two-step process allowed participants to consider the quantitative needs and qualitative needs as defined by the indicator dataset and focus group/interview/survey participant input.In the first step, participants reviewed the top health needs for their community using associated data-driven criteria. The criteria included health indicator value(s) for the community and how the indicator compared to the state benchmark.Participants held a group discussion about which needs were most significant, using the professional experience and community knowledge of the group. A virtual voting method was invoked for individuals to provide independent opinions.This process helped the group define and identify the community's significant health needs. Participants voted individually for the needs they considered the most significant for this community. When the votes were tallied, the top identified needs emerged and were ranked based on the number of votes.The following is a list of groups consulted: Baylor Scott & White Health, Baylor Scott & White Health - McKinney, Baylor Scott & White Health - Plano, Baylor Scott & White Health - Sherman, Baylor Scott & White Heart & Vascular Hospital, Baylor Scott & White The Heart Hospital Denton, Baylor University Medical Center, Bridge Breast Network, Brighter Tomorrows, Callier Center for Communication Disorders, Church of Jesus Christ of LDS, City of Denton, Collin County RHP 18, Collin College of Homeless Coalition, Collin County Coalitions Charitable Clinics, Collin County Health Care Services, Collin County Health Department, Collin County Public Health, Community Lifeline Center, Community Services, Inc., Crossroads, Dallas Area Interfaith, Dallas Area Rape Crisis Center (DARCC), Dallas Area Rapid Transit (DART), Denton County MHMR Center, Department of State Health Services Public Health Region 2 and 3, Eligibility Consultants Inc., Empowering the Masses, Family Promise of Living, First Refuge Ministries, First United Methodist, First United Methodist Richardson, For Oak Cliff, Frazier Revitalization, Golden SEEDS, Goodwill Dallas, Grayson County Health Clinic, Health Services of North Texas, Julia's Center, Methodist Dallas Medical Center, Methodist Health System, Methodist Health System Golden Cross Academic Clinic, Metrocare Services, Metroport Meals on Wheels, My Possibilities, North Central Texas health Care Center Comm., North Texas Food Bank, Sharing Life, Sherman Chamber of Commerce, Sherman High School, Sherman Independent School District, South Dallas Fair Park Faith Coalition, Southern Methodist University, State Fair of Texas, Texas Health Resources, Texoma Community Center, Texoma Health Foundation, The Bridge Homeless Recovery Center, The Concilio, The Stewpot, United Way, United Way of Grayson County, United Way of Metropolitan Dallas (UWMD), Visiting Nurse Association (VNA), Visiting Nurse Association of Texas Dallas/Fort Worth, Wells Fargo Advisors, YMCA Dallas. 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, 2022, the 15th day of the fifth month after the 2021 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 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 will address all significant community health needs (except the need(s) listed below) based on the anticipated impact to the community, hospital resources available, and the expertise of each respective hospital facility. 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.The following identified needs have not been addressed in the joint community benefit implementation plan: Obesity, Housing Insecurity, Elderly/Social Isolation, and Transportation.There are multiple community and state agencies whose expertise and infrastructure are better suited for meeting the needs not addressed in the Community Health Implementation Strategies. Therefore, BSWH leadership has opted to focus its resources on the listed priorities for the betterment of the community. 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 810 850 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 - BSW THH Cardiovascular Clinic-Denton Uni 3341 Unicorn Lake Blvd Denton TX 76210 Cardiovascular Center 6 - BSW Surgicare at Plano Alliance 4825 Alliance Blvd Suite 300 Plano TX 75093 Ambulatory Surgery Center 7 - THHBD Wound Care Center 2817 S Mayhill Rd Suite 230 Denton TX 76208 Wound Care Center 8 - BSW THH Sleep Center-Denton 2817 S Mayhill Rd Suite 240 Denton TX 76208 Sleep Center 9 - BSW THH Cardiac Rehab Denton 2817 S Mayhill Rd Suite 108 Denton TX 76208 Cardiovascular Center 10 - BSW OP Infusion Center 4716 Alliance Blvd Suite 810 Plano TX 75093 Infusion Center 11 - BSW Palliative Care Clinic 4708 Alliance Blvd Suite 400 Plano TX 75093 Palliative Care Center 12 - BSW Oncology Services 4708 Alliance Blvd Suite 400 Plano TX 75093 Oncology Center 13 - BSW Pain Management Center-Plano 4708 Alliance Blvd Suite 810 Plano TX 75093 Pain Management 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/CommunityNeeds. 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 $12,446,457 that are made directly to or on the behalf of a local public hospital and/or 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 $ -5,176. Part III, Line 4: As stated in the combined audited financial statements, "The System maintains allowances for uncollectible accounts for estimated losses resulting from a payor's inability to make payments on accounts. The System assesses the reasonableness of the allowance account based on the historical write-offs, cash collections, the aging of the accounts and other economic factors. Accounts are written off when collection efforts have been exhausted. Management continually monitors and adjusts its allowance associated with its receivables." 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 educates patients about qualifying for its charity care program 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 $66,394,423.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, 2022, 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 1,010,752. The average median household income for the ZIP codes within this community is $91,283. There were only 3 ZIP codes with median household incomes less than $52,400 -twice the 2020 federal poverty limit for a family of four.The community served is expected to grow 8.6% by 2025, an increase of almost 86,500 people. The projected population growth is higher than the state's five-year projected growth rate (6.6%) and higher than the national projected growth rate (3.3%). The community's population is younger with 77% of the population is under age of 55. The age 65-plus cohort is expected to experience the fastest growth (31%) over the next five years. Growth in the senior population will likely contribute to increased utilization of healthcare services as the population continues to age. The majority of the population (63%) is insured through employer sponsored health coverage, followed by the uninsured (11%) and those with Medicare (10%). The remainder of the population was fairly equally divided between Medicaid and private market (the purchasers of coverage directly or through the health insurance marketplace). The community includes 11 Health Professional Shortage Areas and 1 Medically Underserved Area as designated by the U.S. Department of Health and Human Services. Plano Health Community includes certain zip codes spanning Collin, Dallas, Denton, Grayson and Fannin Counties with a population of approximately 4,868,776. The average median household income for the ZIP codes within this community is $79,762. There were 35 ZIP codes with median household incomes less than $52,400 -twice the 2020 federal poverty limit for a family of four.The community served is expected to grow 7.5% by 2025, an increase of almost 362,000 people. The projected population growth is higher than the state's five-year projected growth rate (6.6%) and higher than the national projected growth rate (3.3%). The ZIP codes expected to experience the most growth in five years are 75052 Grand Prairie 8,690 additional people, 75002 Allen -7,402 additional people, 75035 Frisco -7,244 additional people, and 75098 Wylie -7,020 additional people.The community's population is younger with 51.6% of the population ages 18-54 and 25.4% under age 18. The age 65-plus cohort is expected to experience the fastest growth (27%) over the next five years. Growth in the senior population will likely contribute to increased utilization of healthcare services as the population continues to age. A majority of the population (55.8%) is insured through employer sponsored health coverage. The remainder of the population was fairly equally divided between Medicaid, Medicare and private market (the purchasers of coverage directly or through the health insurance marketplace). The community includes 39 Health Professional Shortage Areas and 13 Medically Underserved Areas as designated by the U.S. Department of Health and Human Services. Part VI, Line 5: With the oversight of an independent volunteer community board and Baylor Scott & White Holdings, 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 of 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 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. 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. Part VI, Line 6: The organization is affiliated with Baylor Scott & White Health (BSWH or the System), 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 $13.9 Billion and total assets of $18.6 Billion based on the fiscal year ended June 30, 2023. Today, BSWH has over 1,250 patient access points including 51 hospitals, 612 specialty care clinics, 261 outpatient clinics, 160 primary care clinics, 30 pharmacies, 31 ambulatory surgery centers, and more than 7,100 active physicians. The System 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 Baylor Scott White Holdings. Under the guidance of an independent community board, the System 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 $1.2 Billion. The System's nonprofit hospitals provided community benefits (as reported on the IRS Form 990, Schedule H) of $475 Million during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $714 Million of unreimbursed cost of Medicare as a community benefit that is not counted in the IRS Form 990, Schedule H.As part of the System, certain affiliates make grants and/or contributions to other related nonprofit affiliates to help financially support and/or fund worthy community benefits activities. The System 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 the System, 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 Baylor Scott White Holdings, the organization's parent, which helps ensure consistency across the System.Technology is rapidly changing the way consumers and health care providers connect, which has enabled the development of new and innovative solutions that enhance the patient experience and support wellness and quality health care. The System is integrating these new technologies, programs and resources into the health information technology infrastructure through the Consumer Digital Experience. This initiative enhances the way consumers discover, decide and connect with the System; improves wellness and care outcomes through digitization and analytics; and enables support for specific measures for availability, geographic use and capacity needs. The Consumer Digital Experience includes video visits, mobile device apps and patient portals, putting a variety of health and wellness tools into the patient's hands. The growth strategy in this area is to create a virtual health capability where users can book an appointment, be treated on demand through a video or electronic visit, assemble their information and personalized profile, and find out where the nearest urgent walk-in clinic might be. 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) 12032708 0 N/A N/A Indigent Care Baylor Research Institute 301 N Washington Avenue Dallas TX 75246 751921898 501(C)(3) 93586 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) 8500 0 N/A N/A General Support North Texas Food Bank 3677 Mapleshade Lane Plano TX 75075 751785357 501(C)(3) 10000 0 N/A N/A General Support Metro Dallas Homeless Alliance 2816 Swiss Ave Dallas TX 75204 752461679 501(C)(3) 14000 0 N/A N/A General Support Collin College Foundation 3452 Spur 399 Suite 429 McKinney TX 75069 752235755 501(C)(3) 6500 0 N/A N/A General Support Texas Indo-American Physicians Society 1706 N Britain Road Irving TX 75061 752354709 501(C)(3) 10000 0 N/A N/A General Support 8 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 BSWH 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 1 1 0 0 0 0 0 1 0 Jerri Garison President/CEO 599654 0 597811 0 123878 0 15250 0 22511 0 1359104 0 0 0 Scott Peek Trustee (thru 1/6/2023) 0 558565 0 502423 0 13575 0 242939 0 27544 0 1345046 0 103542 Deanne Kindred Former Officer 0 393761 0 271085 0 41000 0 159949 0 22001 0 887796 0 0 John F Marcucci MD SVP CMO 429937 0 177101 0 27382 0 75786 0 18818 0 729024 0 0 0 Jacob Gebhart Former Officer 0 278936 0 161750 0 11580 0 107313 0 25424 0 585003 0 0 Paul Madeley MD Trustee 0 408846 0 0 0 69639 0 15250 0 23643 0 517378 0 0 Amy Wilson MD Trustee 0 395717 0 64615 0 1849 0 15250 0 27162 0 504593 0 0 Grant Teegarden Secretary 0 291748 0 114027 0 5371 0 43128 0 28327 0 482601 0 0 Dan Rich VP CFO 323534 0 83439 0 21342 0 15250 0 24142 0 467707 0 0 0 Susan Moats VP CNO 326270 0 80581 0 789 0 15250 0 18539 0 441429 0 0 0 Mary Wylie VP COO 210885 0 49296 0 22093 0 11858 0 15693 0 309825 0 0 0 Graciela Norales Director Pharmacy 110136 107790 42695 0 453 446 3458 7732 5252 7382 161994 123350 0 0 Brenton Majors Director Surgical Services 80216 83430 35511 0 39525 328 4297 4501 12804 14845 172353 103104 0 0 Anna Gemeny Director HR Strategic Svcs 93419 0 34898 0 115575 0 4861 0 8736 0 257489 0 0 0 Omana Paul RN 182266 0 30115 0 1645 0 5754 0 18844 0 238624 0 0 0 Patricia Cooper Director Health Care Improvement 171980 0 32534 0 1039 0 9015 0 19714 0 234282 0 0 0 Part I, Line 1a Tax indemnification and gross up payments - The organization provides tax indemnification where the BSW Holdings' 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. One person 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 or a cell phone allowance for individuals who are required to use their mobile phone for business purposes. 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 Baylor Scott & White Holdings, 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 Baylor Scott & White Holdings 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 Baylor Scott & White Holdings Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by Baylor Scott & White Holdings, 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 Baylor Scott & White Holdings 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, Lines 4a-b Severance or Change of Control Payments: Anna Gemeny received a severance payment from the organization in the amount of $115,490. Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates(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: Deanne Kindred, Grant Teegarden, Jacob Gebhart, Jerri Garison, John F Marcucci, M.D., Paul Madeley, M.D. ($35,314) and Scott Peek. Part I, Line 7 The organization has adopted and implemented BSW Holdings', 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 Holdings' governing body. Payout levels are based upon a combination of system, entity, and individual performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Holdings' governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. 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 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 Holdings (BSW Holdings), a tax exempt, Texas nonprofit corporation, is the ultimate parent entity of the organization. BSW Holdings has control and substantial reserved powers over the organization, including those to elect and remove the governing body of the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings 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 Holdings, 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 Holdings' 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 Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings 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 BSWH 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 IRS. Form 990, Part VI, Section B, line 12c Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with 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 Holdings Board of Trustees Audit and Compliance Committee, the BSW Holdings Board of Trustees Governance Committee (with respect to Baylor Scott & White Holdings Trustees), and/or the Baylor Scott & White Health 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 Baylor Scott & White Holdings, 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 Baylor Scott & White Holdings 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 Baylor Scott & White Holdings Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by Baylor Scott & White Holdings, 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 Baylor Scott & White Holdings 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 Holdings 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 4,122,370. Management and general expenses 1,603. Fundraising expenses 0. Total expenses 4,123,973. Patient Care: Program service expenses 4,648,719. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,648,719. Indigent Care: Program service expenses 345,913. Management and general expenses 0. Fundraising expenses 0. Total expenses 345,913. Professional Fees: Program service expenses 5,993,009. Management and general expenses 226,530. Fundraising expenses 0. Total expenses 6,219,539. Repairs and Maintenance: Program service expenses 161,754. Management and general expenses 0. Fundraising expenses 0. Total expenses 161,754. Lab Fees: Program service expenses 1,589,057. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,589,057. Corporate Overhead: Program service expenses 0. Management and general expenses 20,321,730. Fundraising expenses 0. Total expenses 20,321,730. Other Purchased Services: Program service expenses 32,713,053. Management and general expenses 530,303. Fundraising expenses 0. Total expenses 33,243,356. Form 990, Part XI, line 9: Changes in Net Assets of Related Foundation -37,835. Self Insurance Liability Reserve -1,668,966. 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 Holdings 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 Institute for Rehabilitation at Gaston Episcopal Hosp 301 N Washington Avenue Dallas TX 75246 751037226 Rehabilitation Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Carrollton 301 N Washington Avenue Dallas TX 75246 454510252 Former Hospital/Wind Down TX 501(c)(3) Line 3 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 TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings 1 Baylor Scott & White Holdings 301 N Washington Avenue Dallas TX 75246 463130985 Parent 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 Holdings 1 Scott & White Healthcare 301 N Washington Avenue Dallas TX 75246 264532547 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings 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 Specialty Surgery Center of Fort Worth LP 14201 Dallas Parkway Dallas TX 75254 201942281 Inactive 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 LLP 301 N Washington Avenue Dallas TX 75246 412101361 Specialty Hospital TX Baylor Reg Med Ctr at Plano Related 82647806 230547859 0 24311 1 0.50590 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 Texas Health Ventures Group LLC Related 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 Gateway Diagnostic JV LLC 1431 Perrone Way Franklin TX 37069 870891986 Outpatient Imaging Centers 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 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 10466025 6616320 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 (3) Investment TX N/A T 0 Charitable Remainder Trusts (49) Investment TX N/A T 0 Hillcrest Health Holdings Inc 301 N Washington Avenue Dallas TX 75246 742793367 Inactive TX N/A C 1 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 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 Baylor Research Institute B 93586 GAAP Baylor University Medical Center B 12032708 GAAP Baylor Health Care System Foundation C 235171 GAAP Texas Heart Hospital of the Southwest LLP F 132971960 GAAP Baylor Scott & White Insurance Company L 619856 GAAP Scott & White Care Plans L 621259 GAAP Scott and White Health Plan L 2927404 GAAP Baylor Quality Health Care Alliance LLC L 3527645 GAAP Texas Heart Hospital of the Southwest LLP L 1745318 GAAP BIR JV LLP M 2201380 GAAP Baylor Quality Health Care Alliance LLC M 261227 GAAP Texas Heart Hospital of the Southwest LLP M 4550992 GAAP Scott & White Clinic M 152400 GAAP Baylor Scott & White Health M 31796942 GAAP HealthTexas Provider Network M 20980818 GAAP Baylor Scott & White Health Enterprises Inc M 203704 GAAP Baylor University Medical Center M 75477 GAAP Baylor Scott & White Medical Center - Centennial Q 71226 GAAP Baylor Scott & White Health R 1668966 GAAP