2025-05-13T13:32:19-05:00 2024-06-30 990 2023-07-01 751037591 Baylor Scott & White Medical Centers - Greater North Texas BAYL 2148204135 301 N Washington Avenue Dallas TX 75246 Aaron Rowe VP CFO 2148204135 2025-05-12 0 2023 2025-03-06 01:10:19Z Jerri Garison 4700 Alliance Blvd Plano TX 75095 489385150 0 X www.bswhealth.com X 1958 TX Faith based acute care hospital providing exemplary patient care, medical education, medical research and community service to McKinney, Texas and the surrounding communities. 10 8 1317 45 0 0 2231429 1318598 298410250 342850901 3424990 9573920 846886 1028017 304913555 354771436 1612075 3449020 0 0 104163091 110022744 0 0 0 148266913 175252263 254042079 288724027 50871476 66047409 372918559 434595140 97601367 89995762 275317192 344599378 X Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. 0 0 251365009 3449020 342886678 See Schedule OBaylor Scott & White Medical Centers - Greater North Texas dba Baylor Scott & White Medical Center - McKinney (BSW McKinney) is a faith-based, nonprofit, 192-bed acute care hospital providing exemplary patient care services to the growing community of McKinney, Texas and the surrounding areas since July 2012. BSW McKinney 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 52 hospitals, 632 specialty care clinics, 260 outpatient clinics, 164 primary care clinics, 29 pharmacies, 30 ambulatory surgery centers, 62 urgent care clinics, and more than 7,200 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 McKinney is a fully-accredited hospital providing a broad spectrum of health care services including emergency care with Advanced Level II Trauma, cancer treatment accredited by the Commission on Cancer, orthopedics, neurosciences, primary care, surgical services including robot-assisted and minimally invasive surgery, women's services including a Level III Maternal Care Center and a Level III Neonatal ICU with private suites. The hospital has received numerous recognitions, accolades and accreditations including Magnet designation for nursing excellence. During the fiscal year, BSW McKinney admitted 12,499 patients resulting in 55,263 days of care; delivered 2,469 babies and received 46,432 emergency department visits. BSW McKinney provided community benefits (as reported to the Texas Department of State Health Services and in accordance with the State of Texas Statutory methodology) of $62,810,261 and provided community benefits (as reported on the IRS Form 990, Schedule H) of $17,594,911 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $44,342,196 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 McKinney promotes the health of the communities. 251365009 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 134 0 1 1317 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 1 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 Amy Wilson MD Trustee 1.00 40.00 X 0 554000 45189 Paul Madeley MD Trustee 1.00 40.00 X 0 511694 41779 Harry Neil Dugger Trustee/Chair 1.00 0.00 X X 0 0 0 Vince Hawkins Trustee 1.00 0.00 X 0 0 0 Wendy Hermes JD Trustee 1.00 0.00 X 0 0 0 Marissa Hernandez Trustee/Vice Chair 1.00 0.00 X X 0 0 0 Lisa Hultz Trustee 1.00 0.00 X 0 0 0 J Kent Newsom Trustee 1.00 0.00 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 1.00 40.00 X 0 1465983 412292 Grant Teegarden Secretary 1.00 40.00 X 0 534329 81438 Aaron Rowe VP CFO 40.00 0.00 X 336375 0 29221 Tim Bowen President McKinney 40.00 0.00 X 644859 0 82924 Jeffrey Kerr MD Chief Medical Officer 40.00 0.00 X 485873 0 51825 Trang Nguyen VP CNO 40.00 0.00 X 326386 0 42622 Brian Lauer VP COO 40.00 0.00 X 254103 0 34921 Grace Poon Dir Pharmacy 40.00 0.00 X 232713 0 32136 Jennifer Wolfe-Pearce Dir Clinical Informatics 40.00 0.00 X 202760 0 37405 Nicole Hodges Dir Nursing 40.00 0.00 X 218799 0 20229 Ferdinand Quiambao OR RN 62.00 0.00 X 215828 0 18947 Dawn Graham Dir Nursing 40.00 0.00 X 192332 0 37492 Kyle Armstrong Former Officer 0.00 40.00 X 0 1311338 402562 Dan Rich Former Officer 0.00 40.00 X 0 499809 42075 Melissa Winter Former Key Employee 0.00 40.00 X 0 420926 44907 Erin Blair Former Key Employee 0.00 0.00 X 142083 0 0 3252111 5298079 1457964 306 1 1 0 HealthTexas Provider Network 301 N Washington Ave Dallas TX 75246 Clinical/Administrative Svcs 14269919 Aramark Services Inc PO Box 651009 Charlotte NC 282651009 Engineering/Food Services 8715963 Texas Heart Hospital of the Southwest LL 301 N Washington Ave Dallas TX 75246 Clinical Services 6640119 BIR JV LLP PO Box 677466 Dallas TX 752677466 Staffing/Mgmt Services 2901232 Central Texas Surgical Associates 7200 Wyoming Springs Dr Ste 500 Round Rock TX 78681 Clinical Services 2239779 37 242506 1076092 1318598 Patient Care 622110 338820554 338820554 Rent 531120 3166995 3166995 Shared Savings 622110 861552 861552 Education 611710 1800 1800 342850901 4763901 35777 4728124 800 800 139423532 201 134613714 0 4809818 201 4810019 4810019 Cafeteria 722514 960539 960539 Gift Shop 459420 66678 66678 1027217 354771436 342886678 0 10566160 X 3449020 3449020 2450124 2450124 15290 15290 89066515 88256033 810482 3001093 2973784 27309 8933465 8852173 81292 6556257 6498018 58239 26916 26916 78540 78540 69736 69736 84476315 53986553 30489762 384290 24499 359791 825308 781429 43879 10951204 10699833 251371 12382198 11544719 837479 44611 37670 6941 83154 81344 1810 16080 16080 11354457 11354457 414017 414017 Medical Supplies 45596253 45596253 LPPF Expense 5206205 5206205 Non Medical Supplies 2868094 1696108 1171986 Dues and Memberships 169779 131712 38067 305106 136913 168193 288724027 251365009 37359018 0 2300 350 49447236 55164572 24836742 30115069 150324 385772 3805560 4102218 79119 3377967 291905029 125128957 163843870 166776072 124402492 169012095 1747563 1883573 4603353 3777452 372918559 434595140 6923320 12818686 78852 3401363 5869199 5017323 84729996 68758390 97601367 89995762 X 274923580 344189827 393612 409551 275317192 344599378 372918559 434595140 X 66047409 6043266 -2808489 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 11296 1 69736 0 0 81032 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. 7689039 7689039 180542783 52082954 128459829 97412800 73046003 24366797 6260407 6260407 166776072 Note Payable to Related Organization 68380000 Physician Guarantee Liability 378390 68758390 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, 2024 and 2023, the System had no material gross unrecognized tax benefits. 1 1 X 1 X 1 X 500.000000000000 1 1 1 0 1 1 9704306 0 9704306 0.03360 14297146 12852329 1444817 0.00500 1306872 640851 666021 0.00230 25308324 13493180 11815144 0.04090 327596 950 326646 0.00110 515733 0 515733 0.00180 1443918 0 1443918 0.00500 0 0 3493470 0 3493470 0.01210 5780717 950 5779767 0.02000 31089041 13494130 17594911 0.06090 1 34856462 0 50329066 55392645 -5063579 X 1 1 1 1 Baylor Scott & White Med Ctr-McKinney 5252 W University McKinney TX 75071 www.bswhealth.com 100153 X X X Baylor Scott & White Medical Center-McKi 1 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 Scott & White Medical Center-McKinney 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 14, 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 The Heart Hospital Denton, Baylor Scott & White Medical Center McKinney, Baylor Scott & White Medical Center Plano, Collin County RHP 18, Callier Center for Communication Disorders, Church of Jesus Christ of LDS, City of Denton, Collin County Coalition Charitable Clinics, Collin County Health Care Services, Collin County Health Department, Collin County Public Health, Collin College Homeless Coalition, Community Lifeline Center, Community Services, Inc., Denton County MHMR Center, First Refuge Ministries, First United Methodist Richardson, Health Services of North Texas, Julia's Center, Metroport Meals on Wheels, My Possibilities, North Central Texas Health Care Center Comm., North Texas Food Bank, Plano Fire-Rescue, Texas Health Resources, United Way, Visiting Nurse Association of Texas - Dallas/Fort Worth, Wellness Center for Older Adults. Baylor Scott & White Medical Center-McKinney 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 Scott & White Medical Center-McKinney 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 needs have not been addressed in the community benefit implementation plan: Access to Mental Healthcare 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. Baylor Scott & White Medical Center-McKinney 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 Scott & White Medical Center-McKinney Part V, Section B, Line 20e: A copy of the Plain Language Summary is included on the back of every billing statement. 2 1 - Baylor Specialty Clinic at McKinney 5236 W University Dr Suite 1500 McKinney TX 75071 Specialty Clinic 2 - Baylor Women's Imaging at McKinney 5236 W University Dr Suite 2500 McKinney TX 75071 Imaging 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 $3,395,920 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, Ln 7 Col(f): The amount of bad debt expense included on Form 990, Part IX, line 25, but removed for Schedule H, Part I, Line 7, Column (f) totaled $0. 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 $37,915,881.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 a hospital facility that primarily serves the geographical area that includes certain zip codes spanning Collin and Denton 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.The population is approximately 1,934,233 with an average median household income for the ZIP codes within this community being $100,537. There were 2 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 8.9% by 2025, an increase of almost 173,000 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 75002 Allen -7,402 additional people, 75035 McKinney -7,244 additional people, and 75098 Wylie -7,020 additional people. The community's population is younger with 52.2% of the population ages 18-54 and 24.6% under age 18. 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.A majority of the population (67%) 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 5 Health Professional Shortage Areas and 1 Medically Underserved Area 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 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 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 (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 $15.5 Billion and total assets of $20.4 Billion based on the fiscal year ended June 30, 2024. Today, BSWH has over 1,300 patient access points including 52 hospitals, 632 specialty care clinics, 260 outpatient clinics, 164 primary care clinics, 29 pharmacies, 30 ambulatory surgery centers, and more than 7,200 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 $1.3 Billion. The System's nonprofit hospitals provided community benefits (as reported on the IRS Form 990, Schedule H) of $493 Million during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $703 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.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. The system'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 Children and Community Health Center of McKinney 4510 Medical Center Drive Ste 204 McKinney TX 75069 200637782 501(c)(3) 10000 0 N/A N/A General Support LifePath Foundation 1515 Heritage Dr McKinney TX 75069 611644629 501(c)(3) 10000 0 N/A N/A General Support Baylor University Medical Center 301 N Washington Avenue Dallas TX 75246 751837454 501(c)(3) 3395920 0 N/A N/A Indigent Care 3 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 X 1 1 X X X X 1 1 0 0 0 0 0 1 0 Jerri Garison President/CEO 0 579620 0 687539 0 198824 0 388673 0 23619 0 1878275 0 0 Kyle Armstrong Former Officer 0 595875 0 683028 0 32435 0 371247 0 31315 0 1713900 0 90421 Tim Bowen President McKinney 409266 0 151258 0 84335 0 55250 0 27674 0 727783 0 0 0 Grant Teegarden Secretary 0 325397 0 195458 0 13474 0 51366 0 30072 0 615767 0 0 Amy Wilson MD Trustee 0 419682 0 132087 0 2231 0 16500 0 28689 0 599189 0 0 Paul Madeley MD Trustee 0 411066 0 0 0 100628 0 16500 0 25279 0 553473 0 37465 Dan Rich Former Officer 0 359362 0 116974 0 23473 0 16500 0 25575 0 541884 0 0 Jeffrey Kerr MD Chief Medical Officer 361715 0 122462 0 1696 0 16500 0 35325 0 537698 0 0 0 Melissa Winter Former Key Employee 0 323625 0 96787 0 514 0 16500 0 28407 0 465833 0 0 Trang Nguyen VP CNO 243201 0 82937 0 248 0 12820 0 29802 0 369008 0 0 0 Aaron Rowe VP CFO 231970 0 83230 0 21175 0 13013 0 16208 0 365596 0 0 0 Brian Lauer VP COO 187043 0 60540 0 6520 0 10069 0 24852 0 289024 0 0 0 Grace Poon Dir Pharmacy 185002 0 47534 0 177 0 9874 0 22262 0 264849 0 0 0 Jennifer Wolfe-Pearce Dir Clinical Informatics 155912 0 46519 0 329 0 8422 0 28983 0 240165 0 0 0 Nicole Hodges Dir Nursing 172435 0 46010 0 354 0 8889 0 11340 0 239028 0 0 0 Ferdinand Quiambao OR RN 207189 0 3317 0 5322 0 6379 0 12568 0 234775 0 0 0 Dawn Graham Dir Nursing 149994 0 42134 0 204 0 8140 0 29352 0 229824 0 0 0 Erin Blair Former Key Employee 0 0 0 0 142083 0 0 0 0 0 142083 0 59215 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. 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. Housing allowance or residence for personal use - The organization provides temporary housing to eligible employees under the organization's moving and relocation reimbursement policy. All temporary housing provided to any employee is treated as taxable compensation. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Part I, Line 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: Erin Blair received a severance payment from the organization in the amount of $82,868. 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: Erin Blair ($59,215), Grant Teegarden, Jerri Garison ($87,330), Kyle Armstrong, Paul Madeley, M.D. ($27,692), and Tim Bowen. 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. Aubrie Rich Family Member of Dan Rich (Former Officer) 15290 Employee Compensation 0 Form 990, Part VI, Section A, line 5 During the tax year, it was discovered that a theft of approximately $269,000 of medical equipment was diverted from the organization. Following discovery of the event, the matter was reported to law enforcement and a thorough investigation was conducted. However, no offender has been identified at this time. The organization is insured for these types of events to cover the loss in whole or in part and has filed a claim to recover the loss. The organization has reviewed its processes and worked to develop corrective actions to prevent this type of diversion in the future. 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 IX, line 11g Contract Labor: Program service expenses 3,786,697. Management and general expenses 2,304. Fundraising expenses 0. Total expenses 3,789,001. Patient Care: Program service expenses 7,159,796. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,159,796. Indigent Care: Program service expenses 118,768. Management and general expenses 0. Fundraising expenses 0. Total expenses 118,768. Professional Fees: Program service expenses 11,283,702. Management and general expenses 188,069. Fundraising expenses 0. Total expenses 11,471,771. Repairs and Maintenance: Program service expenses 133,958. Management and general expenses 39,756. Fundraising expenses 0. Total expenses 173,714. Lab Fees: Program service expenses 1,305,973. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,305,973. Other Purchased Services: Program service expenses 30,197,659. Management and general expenses 397,618. Fundraising expenses 0. Total expenses 30,595,277. Corporate Overhead: Program service expenses 0. Management and general expenses 29,862,015. Fundraising expenses 0. Total expenses 29,862,015. Form 990, Part XI, line 9: Changes in Net Assets of Related Foundations 15,938. Self Insurance Liability Reserve -2,824,427. Supplemental Information: IRC 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 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 Regional Medical Center at Plano 301 N Washington Avenue Dallas TX 75246 820551704 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 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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 LLP 301 N Washington Avenue Dallas TX 75246 412101361 Specialty Hospital TX N/A 0 0 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 BSWC Greater North Texas Related -45879 -869574 0 1 0.50100 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 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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 11306728 7989405 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 (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 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