2026-05-14T15:32:49-05:00 2025-06-30 990 2024-07-01 751037591 Baylor Scott & White Medical Centers - Greater North Texas BAYL 2148204135 301 N Washington Avenue Dallas TX 75246 Aaron Rowe VP CFO 2148204135 2026-05-07 0 2024 2025-03-06 01:10:19Z Jerri Garison 4700 Alliance Blvd Plano TX 75095 483287234 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. 9 7 1405 45 0 0 1318598 4611135 342850901 374700104 9573920 19941637 1028017 1042897 354771436 400295773 3449020 4685290 0 0 110022744 123936779 0 0 0 175252263 189861268 288724027 318483337 66047409 81812436 434595140 534919601 89995762 111520005 344599378 423399596 X Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities. 0 0 277554480 4685290 374757218 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 53 hospitals, 600+ specialty care clinics, 250+ outpatient clinics, 150+ primary care clinics, 29 pharmacies, 30+ ambulatory surgery centers, 60+ urgent care clinics, and over 7,300 active physicians. The system also includes a state certified health maintenance organization, the Scott and White Health Plan and the Baylor Scott & White Quality Alliance accountable care organization both covering approximately 1,200,000 lives.BSW 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 12,474 patients resulting in 57,134 days of care; delivered 2,602 babies and received 49,169 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 $63,503,052 and provided community benefits (as reported on the IRS Form 990, Schedule H) of $19,711,559 during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $43,427,224 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. 277554480 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 0 0 0 0 0 0 0 1 1 1 0 0 1 124 0 1 1405 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X Angie Hutson 2148201432 301 N Washington Avenue Dallas TX 75246 X Amy Wilson MD Trustee 1.00 40.00 X 0 582187 61857 Harry Neil Dugger Trustee/Chair 1.00 0.00 X X 0 0 0 Jeffrey Schmeltekopf Trustee 1.00 0.00 X 0 0 0 Lisa Hultz Trustee 1.00 0.00 X 0 0 0 Marissa Hernandez Trustee/Vice Chair 1.00 0.00 X X 0 0 0 Pamela Linton Trustee 1.00 0.00 X 0 0 0 Rodrick Robinson Trustee 1.00 0.00 X 0 0 0 Timothy Owens Trustee 1.00 0.00 X 0 0 0 Wendy Hermes JD Trustee 1.00 0.00 X 0 0 0 Aaron Rowe VP CFO - McKinney 40.00 0.00 X 338683 0 30509 Grant Teegarden Secretary 1.00 40.00 X 0 619697 87260 Heather Jones VP CFO - PGA (eff. 01/01/2025) 40.00 40.00 X 0 291489 22758 Jerri Garison President/CEO 1.00 40.00 X 0 1633718 41073 Brian Lauer VP COO-McKinney 40.00 0.00 X 259596 0 37837 Christin Timmons VP CNO- PGA (eff. 01/01/2025) 40.00 40.00 X 0 294392 29677 Eric Beshires MD Chief Medical Officer - PGA 40.00 40.00 X 0 460572 51327 Jacob Gebhart President BSWMC -PGA(eff. 01/13/25) 40.00 40.00 X 0 778244 87555 Jeffrey Kerr MD Chief Medical Officer - McKinney 40.00 0.00 X 466239 0 54674 Tim Bowen President McKinney 40.00 0.00 X 669358 0 98277 Trang Nguyen VP CNO-McKinney 40.00 0.00 X 311865 0 43222 Ami Patel Dir Strategic Initiatives 40.00 40.00 X 110816 83881 37437 Grace Poon Dir Pharmacy 40.00 0.00 X 255034 0 32356 Jennifer Wolfe-Pearce Dir Clinical Informatics 40.00 0.00 X 200756 0 22186 Nicole Hodges Director Nursing 40.00 0.00 X 213888 0 21230 Susan Karoll Dir HIM Operations 40.00 0.00 X 194432 0 26017 Dan Rich Former Officer 0.00 40.00 X 0 534008 43280 Kyle Armstrong Former Officer 0.00 40.00 X 0 1539054 149088 3020667 6817242 977620 304 1 1 0 HealthTexas Provider Network 301 N Washington Ave Dallas TX 75246 Clinical/Administrative Svcs 15152946 Aramark Services Inc PO Box 651009 Charlotte NC 282651009 Engineering/Food Services 9009066 Texas Heart Hospital of the Southwest LL 301 N Washington Ave Dallas TX 75246 Clinical Services 7070474 The Whiting Turner Contracting 300 E Joppa Road Baltimore MD 21286 Construction Services 3475141 BIR JV LLP PO Box 677466 Dallas TX 752677466 Staffing/Mgmt Services 3448141 50 1076317 3534818 4611135 Patient Care 622110 370266800 370266800 Rent 531120 3466546 3466546 Shared Savings 622110 905662 905662 Management Fees 561110 51712 51712 Unclaimed Prop. Refund 900099 9384 9384 374700104 4830842 57114 4773728 355 355 98083901 18355 82991461 0 15092440 18355 15110795 15110795 Cafeteria 722514 972548 972548 Gift Shop 459420 69994 69994 1042542 400295773 374757218 0 20927420 X 4685290 4685290 3202280 3202280 101266874 99527456 1739418 3419630 3360849 58781 8615024 8466938 148086 7432971 7308718 124253 46909 46909 112870 112870 94994 94994 88983369 57280459 31702910 1351386 323711 1027675 958979 877249 81730 11235063 11099265 135798 12410776 11808256 602520 94684 79721 14963 108579 103114 5465 11482 10043 1439 12152563 12152422 141 Medical Supplies 50006114 50006114 LPPF Expense 7370078 7370078 Non Medical Supplies 4155566 2728913 1426653 Recruiting 350282 115892 234390 417574 203083 214491 318483337 277554480 40928857 0 350 0 55164572 0 30115069 33414794 385772 478659 4102218 5611601 3377967 3273802 389026410 136518289 166776072 252508121 169012095 232054162 1883573 1779073 3777452 5799389 434595140 534919601 12818686 39483732 3401363 3995984 5017323 6887063 68758390 61153226 89995762 111520005 X 344189827 423100508 409551 299088 344599378 423399596 434595140 534919601 X 81812436 1094487 -4106705 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 11099 1 94994 0 0 106093 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 186785600 58100087 128685513 106570014 78418202 28151812 87981757 87981757 252508121 Note Payable to Related Organization 60580000 Physician Guarantee Liability 573226 61153226 X Part X, Line 2: The filing organization does not have separate individual audited financial statements; however, the organization is included in BSW Health's combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes." As of June 30, 2025 and 2024, the System had no material gross unrecognized tax benefits. 1 1 X 1 X 1 X 500.000000000000 1 1 1 0 1 1 9638674 0 9638674 0.03030 16284609 14636131 1648478 0.00520 1516827 1689438 0 0.00000 27440110 16325569 11287152 0.03550 507610 0 507610 0.00160 1717575 0 1717575 0.00540 1447121 0 1447121 0.00450 0 0 4752101 0 4752101 0.01490 8424407 8424407 0.02640 35864517 16325569 19711559 0.06190 1 40358268 0 52910267 57368630 -4458363 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 24 1 0 0 1 X www.BSWHealth.com/CommunityNeeds X 1 24 1 www.BSWHealth.com/CommunityNeeds 0 1 X 200.000000000000 500.000000000000 X X 1 1 X X X 1 X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X https://bswhealth.com/financialassistance X X X X X X X 1 X 0 X X X X X 1 X 0 0 Baylor Scott & White Medical Center-McKinney Part V, Section B, Line 5: To obtain a qualitative assessment of the health community, the organization conducted surveys, focus groups and interviews:Surveys are a valuable tool for collecting data from a broad population, allowing for the analysis of trends, attitudes and opinions. They can provide insights into health behaviors, mental health and specific needs within the McKinney Region. 182 surveys were completed in the McKinney Region. To ensure surveys included feedback from diverse and underserved populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low income and vulnerable populations. Focus groups involve small group discussions guided by a moderator, offering insights into participants' perceptions, opinions and attitudes. These discussions can reveal community sentiments and highlight specific health concerns. One focus group was completed in the McKinney Region. To ensure focus groups provided information from diverse populations, BSWH collaborated with community organizations and institutions, including local health departments, serving low-income and vulnerable populations. The hospitals also considered written input received on their most recently conducted CHNA and subsequent implementation strategies if provided. The assessment is available for public comment or feedback on the report findings by going to the BSWH website (BSWHealth.com/CommunityNeeds) or by emailing CommunityHealth@ BSWHealth.org.Interviews offer an opportunity for in-depth, one-on-one conversations to gather detailed information on individuals' views and experiences. These interviews can uncover personal insights and specific challenges faced by community members. Five interviews were completed in the McKinney Region.For this health assessment report, primary and secondary data were gathered and analyzed to identify health needs and then prioritize significant health needs. First, internal stakeholders reviewed new data, analyzing comparisons to state averages and national averages, trends over time, and inequities among populations. The health needs had several indicators that were worse than state and national averages, experienced worsening trends, or displayed inequities and were identified as health needs.Internal and external stakeholders were presented key findings on each topic. After presenting key findings, hospital and community leaders met with their teams to discuss the top health needs and significant health need criteria. To select significant health needs, hospital and community leaders utilized the polls application via Outlook. The health needs with the most votes were identified as significant health needs.Next, hospital leaders and stakeholders met with their teams to review significant health needs along with existing and future programs and strategies to address the significant health needs. After considering community partners, resources and expertise to address the significant health needs, hospital leaders and stakeholders selected priority health needs.The following is a list of groups consulted: Denton County Health Department, Collin County Black Chamber of Commerce, Collin County Coalition for Charitable Clinics, Hope Clinic of McKinney. 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, 2025, the 15th day of the fifth month after the 2024 tax year as described in IRS Regulation Section 1.501(r)-3(c)(5). Baylor 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 teamed up with other hospital facilities and/or other health care organizations in the community to complete a joint community health needs assessment and develop a joint implementation strategy to address the health needs of the community while meeting certain federal and state requirements. These hospitals and community partners will address all significant community health needs. Specific actions can be found in the joint implementation strategy that is made widely available on the hospital's website at www.BSWHealth.com/CommunityNeeds. Baylor 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/about/community-impact/community-benefit-reports. Part I, Line 7: A ratio of patient care cost to charges, as determined in Worksheet 2, was used to report the amounts in Part I, Lines 7a - 7d. For amounts reported on lines 7e - 7k, actual expenses for each community benefit activity are tracked and reported using both community benefit software and/or the organization's cost accounting system.Part I, Line 7i, Column (c): Includes charity care payments of $4,573,457 that are made directly to 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: For financial statement purposes, the organization has adopted accounting standards update No. 2014-09 (TOPIC 606). Therefore, patient bad debt is inherently included in net patient revenue in accordance with Financial Accounting Standards Board Accounting Standards Codification 606.As stated in the combined audited financial statements "The collection risk related to uninsured patient accounts includes the patient portion of insured accounts. Implicit price concessions on these accounts are based on historical collection experience using a portfolio approach, as a practical expedient, rather than arriving at an individualized estimate for each patient service encounter. The financial statement effects of using this practical expedient are not material as compared to estimating implicit price concessions on an individual basis. Accounts are written off when collection efforts are exhausted."Bad debt does not include amounts for patients who are known to qualify under the organization's charity care policy. The amount of bad debt attributable to patient's accounts is net of contractual allowance, payments received and recoveries of bad debt previously written off.The organization has entered zero on Schedule H, Part III, Line 3; however, based on prior experience and certain demographics and other information obtained during admission, the organization believes a portion of the bad debt expenses (estimated to range from 1-5%) would be attributable to patients that would otherwise qualify for charity care. Despite all of the effort and ways the organization educated patients about qualifying for its charity care programs as demonstrated in Part VI, question 3 below, many uninsured patients either refuse or fail to complete a charity care application or provide sufficient information at the time of admission, during their stay or after being discharged to qualify for assistance under the organization's charity care policy. Part III, Line 8: The amount reported on Part III, Section B, line 7 was calculated in accordance with the Schedule H instructions utilizing the organization's allowable cost reported in the Medicare cost report based on a cost to charge ratio. However, the allowable costs in the Medicare cost report do not reflect the actual cost of providing care to patients since the Medicare cost report excludes many direct patient care costs that are essential to providing quality care to these patients. For example, certain coverage fees to physicians, cost of Medicare C and D, and other similar direct patient care expenses are specifically excluded as allowable cost in the cost reports. Using the same methodology to calculate the unreimbursed cost of providing charity care and Medicaid (using applicable Schedule H Worksheets) would result in a shortfall of $35,368,188.The organization believes that all of the shortfall should be considered as a community benefit for the following reasons. First, the IRS Community Benefit Standard includes the provision of care to the elderly and Medicare patients. IRS Revenue Ruling 69-545 provides, in part, that hospitals serving patients with governmental health benefits, including for example Medicare, is an indication that the hospital operates for the promotion of health in the community. Second, the organization provides care to Medicare patients regardless of this shortfall, i.e., loss, and thereby relieves the state and federal government of the burden of paying the full cost for the care of Medicare beneficiaries. Medicare does not provide sufficient reimbursement to cover the entire cost of providing care to these patients causing the organization to use other surplus funds to cover the shortfall. It is expected that reimbursement under the Medicare program will continue to decline and therefore may further limit access to care due to the anticipated reduction of participating Medicare providers in the community. As a result, the care for these patients will likely increase at, and rest on the shoulders of, nonprofit hospitals or county hospital districts. Third, many of the Medicare participants have low fixed incomes and therefore would qualify for charity care or other means tested government programs absent being enrolled in the Medicare program. Fourth, Texas nonprofit hospitals must provide a minimum level of community benefit in order to obtain exemption from state and local taxes. According to the current Texas Health and Safety Code, the unreimbursed cost of Medicare is considered to be a community benefit in determining these state statutory requirements as it helps relieve a governmental burden of providing this care that would otherwise be provided through the county hospital system in Texas. Part III, Line 9b: The organization's patient billing and collection policy prohibits any collection efforts for the portion of the account balance that qualifies for financial assistance under the organization's financial assistance policy. For any remaining balances due, the same policy contains the actions that may be taken in the event of nonpayment, which are applied equally to all patient types. The policy is made widely available to the public on the organization's website https://www.bswhealth.com/financialassistance. Part VI, Line 2: During the fiscal year ending June 30, 2025, the Organization conducted a Community Health Needs Assessment (CHNA) to assess the health care needs of the community for each of its licensed hospital facilities and developed an implementation strategy to address the needs identified in the CHNAs. The CHNAs were conducted in accordance with state and federal guidelines including Internal Revenue Code Section 501(r) and the Texas Health and Safety Code Section 311. These CHNAs and implementation strategies have been made widely available to the public and are located on the Organization's website at the following address: www.BSWHealth.com/CommunityNeeds. Part VI, Line 3: The organization is committed to promoting health in the community including providing or finding financial assistance programs to assist patients. Patients who may qualify for financial assistance through the organization's charity care program or other federal, state and local government programs are informed and educated about their eligibility in several ways including, but not limited to, the following: 1) posting signs and notices regarding the financial assistance policy in the emergency departments, admitting areas and business offices located throughout the organization: 2) annual posting regarding the organization's financial assistance program in the local newspapers: 3) information regarding financial assistance, including the organization's financial assistance policy, is posted on the organization's website: 4) notices about the organization's financial assistance policy is posted on each bill sent to patients including providing a phone number to access the customer service unit dedicated to answering patients billing questions, as well as provide information regarding financial assistance: and 5) the organization may provide free financial counselors to help inpatients determine how to meet their financial obligations for services provided. Specifically financial counselors assist patients in applying for government assistance programs such as Medicaid or the organization's financial assistance program. Any patient may request to speak to a financial counselor when being treated at the organization. Uninsured patients who are admitted to the hospital will automatically receive help from a financial counselor. These services are provided in writing and through interpretation services in the primary language of the patient requesting assistance. The organization has the 501(r) policies available on its website in eight languages: English, Spanish, Russian, Korean, Vietnamese, Arabic, French and Chinese. The organization can also accommodate other languages including American Sign Language as needed. Part VI, Line 4: The organization operates 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 2,203,062 with an average median household income for the ZIP codes within this community being $113,264. 15.58% of individuals in families are below 200% of the federal poverty level based on the past 12 months of income. In the McKinney Region, the age distribution shows a higher concentration of individuals in the 40-64 years age bracket at approximately 34%, followed by those in the 18-39 years category at about 30%. The proportion of senior citizens (65 and older) is relatively lower at around 11%. This age structure implies a predominantly working-age population with associated healthcare needs focused on adult and occupational health services.Comparing these figures to Texas and the United States, we observe that McKinney has a slightly higher proportion of adults aged 40-64 but a smaller percentage of seniors compared to both the state and national averages. The lower proportion of older adults could impact the demand for geriatric care services in the region. Conversely, the larger working-age population suggests a need for robust employment health programs and adult healthcare services.The racial and ethnic composition of the McKinney Region is diverse, with Non-Hispanic White residents making up approximately 54% of the population, followed by Hispanic or Latino residents at around 18%, and Asian residents at about 14%. This diversity is crucial in understanding and addressing the varied cultural and health needs of the community.When compared to Texas and the United States, McKinney Region has a higher percentage of Non-Hispanic White and Asian residents but a lower percentage of Hispanic or Latino residents than Texas. The region's demographic profile, with a substantial Asian population, highlights the importance of culturally sensitive healthcare services that are inclusive of linguistic and cultural preferences.The uninsured rate in the McKinney Region stands at 10.46%, which is significantly lower than the state of Texas at 17.58%, yet still higher than the national average of 8.68%. This discrepancy highlights the regional challenges and the potential strain on local healthcare services in Texas, where a larger portion of the population lacks health insurance. Addressing this gap is crucial for improving access to medical care and ensuring that all community members can receive timely and adequate health services, thus fostering a healthier overall community environment. Part VI, Line 5: With the oversight of an independent volunteer community board and Baylor Scott & White Health (BSW Health), the organization's ultimate parent, the organization's hospital facilities and/or other health care facilities have promoted health and benefited the community by providing exemplary health care, medical education, research and other community services. The organization's governing body is comprised of a majority of volunteer community representatives that provide leadership and governance for the organization. The members of the governing body contribute their wisdom, insights, and expertise to ensure the organization is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction for the organization. The members are well respected residents and/or own businesses in the organization's primary or secondary service area and understand the needs of the community.The medical staff of the organization is open to all physicians in the community who meet membership and clinical privilege requirements.The organization's newest campus, Baylor Scott & White Medical Center- Frisco at PGA Parkway, opened in July of 2025. The 340,000 square foot, 84-bed hospital includes emergency and trauma care, cardiovascular care including catheterization labs, an entire floor dedicated to women's health including labor and delivery rooms, postpartum recovery rooms, a neonatal intensive care unit (NICU), surgical facilities including operating rooms, cardiac procedure rooms, gastroenterology and robotic technology, imaging and interventional radiology services and primary and specialty care services.As a nonprofit organization surplus funds are continuously invested back to the community and are utilized to maintain access to limited patient care services or expand access points of care to patients throughout the community. These efforts are generally targeted to meet the community health needs identified in the community health needs assessment conducted by each of the hospital facilities. More information about these efforts can be found in the written implementation strategies that have been made widely available to the public and are located on the organization's website at the following address: www.BSWHealth.com/CommunityNeeds. Below are summaries of a few of the hospital's key patient care services or community benefit programs designed to promote the health of the community.The organization provides financial assistance in the form of charity care to patients who are indigent and satisfy certain eligibility requirements. Additionally, the organization is committed to treating patients who are eligible for means tested government programs such as Medicaid and other government sponsored programs including Medicare, which is provided regardless of the reimbursement shortfall, and thereby relieves the state and federal government of the burden of paying the full cost of care for these patients. Often, patients are unaware of the federal, state and local programs open to them for financial assistance, or they are unable to access them due to the cumbersome enrollment process required to receive these benefits. The organization offers assistance in enrollment to these government programs or extends financial assistance in the form of charity care through the organization's Financial Assistance Policy which can be located on the organization's website at www.bswhealth.com/financialassistance.The organization operates an emergency department through its hospitals accepting all patients without the regard for the ability to pay. The emergency room is operated 24 hours a day, seven days a week.The organization 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 (collectively "BSWH"), a faith based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the communities of North and Central Texas. BSWH is the largest not-for-profit health care system in the State of Texas and one of the largest in the United States as measured by total operating revenue of $17.3 Billion and total assets of $22.9 Billion based on the fiscal year ended June 30, 2025. Today, BSWH has over 1,300 patient access points including 53 hospitals, 600+ specialty care clinics, 250+ outpatient clinics, 150+ primary care clinics, 29 pharmacies, 30+ ambulatory surgery centers, and more than 7,300 active physicians. BSWH includes a robust spectrum of owned, operated, ventured and other affiliated entities including philanthropic foundations, a research institute, physician clinics and networks, acute care hospitals, short-stay hospitals, specialty hospitals, ambulatory surgery centers, free standing emergency medical centers, free standing imaging centers, free standing urgent care centers, retail pharmacies, an accountable care organization, a health plan and other health care providers all which fall under the common control of the Baylor Scott & White Health parent organization ("BSW Health"). Under the guidance of an independent community board, BSWH follows one single mission, vision and values focusing on quality patient centered care while meeting the demands of health care reform, the changing needs of patients and extraordinary recent advances in clinical care. With a commitment to and a track record of innovation, collaboration, integrity and compassion for the patient, BSWH stands to be one of the nation's exemplary health care organizations.Community benefits are provided through the provision of financial assistance, governmental sponsored programs (such as Medicaid and Medicare), medical research, medical education, community health improvement services, donations to other nonprofit health care providers, and many other community service activities. During the year, the affiliated nonprofit hospitals reported community benefits (as reported to the Texas Department of State Health Services, and in accordance with the State of Texas Statutory methodology) of $1.3 Billion. BSWH's nonprofit hospitals provided community benefits (as reported on the IRS Form 990, Schedule H) of $485 Million during the tax year. The Texas Annual Statement of Community Benefit Standard includes approximately $733 Million of unreimbursed cost of Medicare as a community benefit that is not counted in the IRS Form 990, Schedule H.As part of BSWH, certain affiliates make grants and/or contributions to other related nonprofit affiliates to help financially support and/or fund worthy community benefits activities.BSWH has also established a patient transfer system among the affiliated hospitals allowing patients needing a particular level of care to be transferred as needed to a related hospital that can provide that service in an efficient and effective manner.As part of BSWH, all hospitals and other affiliated health care providers are required to adhere to high standards for medical quality, patient safety and patient satisfaction. These standards are set forth by BSW Health, which helps ensure consistency across BSWH.BSWH is actively reimagining the healthcare experience by redesigning core business processes and integrating innovative solutions across all aspects of its operations. This includes the development of a comprehensive digital health platform, MyBSWHealth, the creation of new products and services, and the pursuit of operational efficiencies that enhance the quality of care. BSWH's approach goes beyond the application of technology - it's about fundamentally rethinking how care is delivered and how services are accessed, ensuring that every touchpoint of the healthcare journey is streamlined, personalized and more accessible for those who need it. Part VI, Line 7, Reports Filed With States TX 1 Baylor University Medical Center 301 N Washington Avenue Dallas TX 75246 751837454 501(c)(3) 4573457 0 N/A N/A Indigent Care Mckinney Education Foundation 510 W Heard St Mckinney TX 75069 752401624 501(c)(3) 24039 0 N/A N/A General Support Common Good Medical PO Box 2543 Mckinney TX 75070 813813928 501(c)(3) 10000 0 N/A N/A General Support Community Health Clinic 4510 Medical Center Dr Mckinney TX 75069 200637782 501(c)(3) 10000 0 N/A N/A General Support American Heart Association 12345 North Lamar Suite 200 Austin TX 78753 135613797 501(c)(3) 10000 0 N/A N/A General Support Lifepath Systems 1515 Heritage Dr Ste 105 McKinney TX 75069 751761911 501(c)(3) 10000 0 N/A N/A General Support ManeGait Therapeutic Horsemanship 4261 E University Dr 30-253 Prosper TX 75078 261525268 501(c)(3) 9400 0 N/A N/A General Support The Samaritan Inn 1725 N McDonald St McKinney TX 75071 751984285 501(c)(3) 6600 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 BSW Health which ensures all funds are used in accordance with the guidelines set forth above and in accordance with the related organization's exempt purpose. Grants and other assistance provided to unrelated organizations are typically monitored by personal inspection. Examples include providing assistance to entities where the filing organization's employee serves as a Board Member for the recipient organization or through attendance at community events where the filing organization employees work as volunteers or to help coordinate these events. Community Benefit grants and/or contributions provided to unrelated organizations are given as a restricted gift and the receiving organization is requested to return a signed receipt indicating the funds were used for that purpose. X X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Kyle Armstrong Former Officer 0 679520 0 823994 0 35540 0 116002 0 33086 0 1688142 0 96200 Jerri Garison President/CEO 0 703796 0 775083 0 154839 0 17250 0 23823 0 1674791 0 0 Jacob Gebhart President BSWMC -PGA(eff. 01/13/25) 0 366784 0 399503 0 11957 0 58394 0 29161 0 865799 0 60854 Tim Bowen President McKinney 421467 0 225095 0 22796 0 68736 0 29541 0 767635 0 0 0 Grant Teegarden Secretary 0 352008 0 250251 0 17438 0 57804 0 29456 0 706957 0 0 Amy Wilson MD Trustee 0 450857 0 127460 0 3870 0 32188 0 29669 0 644044 0 0 Dan Rich Former Officer 0 387943 0 121165 0 24900 0 17250 0 26030 0 577288 0 0 Jeffrey Kerr MD Chief Medical Officer - McKinney 369135 0 95347 0 1757 0 17250 0 37424 0 520913 0 0 0 Eric Beshires MD Chief Medical Officer - PGA 0 357382 0 101745 0 1445 0 16487 0 34840 0 511899 0 0 Aaron Rowe VP CFO - McKinney 248972 0 67948 0 21763 0 13895 0 16614 0 369192 0 0 0 Trang Nguyen VP CNO-McKinney 247033 0 64574 0 258 0 13205 0 30017 0 355087 0 0 0 Christin Timmons VP CNO- PGA (eff. 01/01/2025) 0 222380 0 71683 0 329 0 11587 0 18090 0 324069 0 0 Heather Jones VP CFO - PGA (eff. 01/01/2025) 0 203741 0 69786 0 17962 0 11359 0 11399 0 314247 0 0 Brian Lauer VP COO-McKinney 206163 0 53253 0 180 0 10818 0 27019 0 297433 0 0 0 Grace Poon Dir Pharmacy 199584 0 55115 0 335 0 10525 0 21831 0 287390 0 0 0 Nicole Hodges Director Nursing 177670 0 35807 0 411 0 9156 0 12075 0 235119 0 0 0 Ami Patel Dir Strategic Initiatives 71418 83812 39342 0 56 69 3792 4587 11490 17569 126098 106037 0 0 Jennifer Wolfe-Pearce Dir Clinical Informatics 166489 0 33924 0 343 0 8674 0 13512 0 222942 0 0 0 Susan Karoll Dir HIM Operations 155219 0 38017 0 1196 0 8225 0 17792 0 220449 0 0 0 Part I, Line 1a Travel for companions - The organization reimburses eligible employees and board members certain reasonable travel expenses associated with spousal travel where the spouses's presence is important to the event. These events may include, for example, board meetings, business meetings, and award ceremonies approved by the BSW Health's CEO, COO or CFO. All spousal travel reimbursements are treated as taxable compensation. One of the person listed in Part VII, Section A received this benefit during the tax year. Tax indemnification and gross up payments - The organization provides tax indemnification where the BSW Health's CEO, COO or CFO determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Three of the persons listed in the Form 990, Part VII, Section A, received this benefit from the organization during the tax year. Discretionary spending account - The organization provides eligible employees certain monthly expense allowances in lieu of reimbursement for actual expenses under the organization's business travel and expense reimbursement policy. This may include providing an auto expense allowance for business mileage for those who travel frequently in their personal vehicle. All expense allowances are treated as taxable compensation. One person listed in the Form 990, Part VII, Section A, received these benefits during the tax year. Part I, Line 3 Process for determining compensation: The organization, a controlled affiliate of BSW Health, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BSW Health Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Health Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by BSW Health, works directly with an independent compensation consultant(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the BSW Health Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision-making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings. Part I, Line 4b Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Health and certain tax exempt affiliates (collectively BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: Grant Teegarden, Jerri Garison ($103,460), Kyle Armstrong, Jacob Gebhart, Amy Wilson, M.D., and Tim Bowen. Part I, Line 7 The organization has adopted and implemented BSW Health's, the organization's ultimate parent, Annual Incentive Program to provide a market competitive total cash compensation incentive program that is designed to attract and retain key leaders and establish greater individual accountability and alignment to business performance. Payout targets are based upon a percentage of base pay and are developed by independent third party expert(s) using comparable market competitive data within the bounds of reasonableness and that are reviewed and approved by BSW Health's governing body. Payout levels are based upon a combination of system, entity, and region performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Health's governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data. Also, select officers, as designated by BSW Health's governing body, are eligible to participate in a Long Term Incentive Plan that is designed to recognize the key senior leaders' value and contribution to BSWH as well as align their compensation to the long term strategy of BSWH. Performance targets are based upon a percentage of the participant's base salary and are developed by independent third party expert(s) using market competitive data within the guides of reasonableness. The plan is based on BSWH's three-year performance against its peers, determined based on peer rankings or percentile rankings in quality, patient satisfaction and financial performance. At the end of three years, awards are approved by BSW Health's governing body for participants. Form 990, Schedule J, Part III Supplemental Information: Governing Body Compensation The members of the governing body serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. Some, but not all, members may have received modest benefits incident to their service on the board and/or multiple board committees or received compensation as an employee of a related organization. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable. Form 990, Part VI, Section A, line 4 Effective January 1, 2025, the Certificate of Formation and the Bylaws were amended to reflect Baylor Scott & White Health (46-3131350) replacing Baylor Scott & White Holdings (46-3130985) as the sole member of the member. Form 990, Part VI, Section A, line 6 Members or stockholders: The organization is a Texas nonprofit membership organization in which Baylor Health Care System, a tax exempt, Texas nonprofit corporation, is the sole member. Form 990, Part VI, Section A, line 7a Election of members of governing body by members, stockholders, or other persons: Baylor Scott & White Health (BSW Health), a tax exempt, Texas nonprofit corporation, is the ultimate parent entity of the organization. BSW Health has control and substantial reserved powers over the organization, including those to elect and remove the governing body of the organization. The BSW Health's Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Health and its affiliated tax- exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. Form 990, Part VI, Section A, line 7b Governing body decisions subject to approval: All rights and powers are reserved to the organization's ultimate parent, BSW Health, except only those rights and powers expressly set forth in the bylaws, required by state or federal law, or to meet the requirements and standards promulgated by joint commission. For example, BSW Health's substantial reserved rights and powers include, without limitation, approval of the organization's certificate of formation and bylaws and amendments thereto, appointment and removal of members of the organization's governing body, approval of dissolutions and mergers, and other similar decisions over the organization. The BSW Health's Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Health and its affiliated tax- exempt entities, including the filing organization, to ensure it is meeting its charitable purpose. Form 990, Part VI, Section B, line 11b Process used to review the Form 990: The Form 990 is prepared and reviewed by the BSW Health tax department. During the return preparation process the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance to prepare a complete and accurate return. Upon completion, the Form 990 is reviewed by the organization's President, financial officer and/or other key officers. A complete final copy of the return is provided to the organization's governing body prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Persons with an actual or perceived ability to influence the organization have the duty to disclose annually and otherwise promptly as potential conflicts are identified, any familial, professional or financial relationships with entities or individuals that do, or seek to do business with the organization or that compete with the organization. These individuals include the organization's officers, governing body, management, physicians with administrative services agreements, employed physicians, persons who participate in the design, coordination, conduct, or reporting of research on behalf of BSWH, and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BSW Health's Board of Trustees Audit and Compliance Committee, the BSW Health's Board of Trustees Governance Committee and/or the BSW Health's Corporate Compliance Committee as the case may be will review all material disclosures submitted by these individuals to determine whether a conflicts of interest exists and to determine an appropriate resolution, if necessary. Any individual with a perceived or potential conflict is prohibited from voting or participating in the decision-making process regarding such transaction with that individual. Form 990, Part VI, Section B, line 15 Process for determining compensation: The organization, a controlled affiliate of BSW Health, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BSW Health's Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Health's Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by BSW Health, works directly with an independent compensation consultant(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the BSW Health's Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision-making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings. Form 990, Part VI, Section C, line 19 Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's certificate of formation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization is included within the combined financial statements of BSW Health that are made available to the public by the posting of those documents through DAC Bond. The organization's other governing documents and conflicts of interest policy are not made available to the public and are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. Form 990, Part VII, Hours Devoted to Related Organizations: During the year, employees may transfer to or from a related organization. In those cases, the hours per week reflected at both the reporting organization and related organizations reflect the average hours they devoted to each respective organization before and after the transfer. Form 990, Part IX, line 11g Contract Labor: Program service expenses 4,615,614. Management and general expenses 3,999. Fundraising expenses 0. Total expenses 4,619,613. Patient Care: Program service expenses 7,853,714. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,853,714. Indigent Care: Program service expenses 189,304. Management and general expenses 0. Fundraising expenses 0. Total expenses 189,304. Professional Fees: Program service expenses 12,076,198. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,076,198. Repairs and Maintenance: Program service expenses 175,916. Management and general expenses 43,923. Fundraising expenses 0. Total expenses 219,839. Lab Fees: Program service expenses 1,858,630. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,858,630. Professional Fees: Program service expenses 30,511,083. Management and general expenses 508,485. Fundraising expenses 0. Total expenses 31,019,568. Corporate Overhead: Program service expenses 0. Management and general expenses 30,603,728. Fundraising expenses 0. Total expenses 30,603,728. Other Purchased Services: Program service expenses 0. Management and general expenses 542,775. Fundraising expenses 0. Total expenses 542,775. Form 990, Part XI, line 9: Changes in Net Assets of Related Foundations -110,463. Self Insurance Liability Reserve -3,996,242. 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 Health 1 Baylor Health Care System Employee Benefit Trust 301 N Washington Avenue Dallas TX 75246 751848557 VEBA TX 501(c)(9) Baylor Health Care System 1 Baylor Health Care System Foundation 301 N Washington Avenue Dallas TX 75246 751606705 Fundraising TX 501(c)(3) Line 7 Baylor Health Care System 1 Baylor Medical Center at Irving 301 N Washington Avenue Dallas TX 75246 752586857 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Medical Center at Waxahachie 301 N Washington Avenue Dallas TX 75246 751844139 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor 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/ Parent eff 1/1/2025 TX 501(c)(3) Line 12b, II N/A 0 Baylor Scott & White Holdings 301 N Washington Avenue Dallas TX 75246 463130985 Parent thru 12/31/2024 TX 501(c)(3) Line 12b, II N/A 0 Baylor University Medical Center 301 N Washington Avenue Dallas TX 75246 751837454 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 HealthTexas Provider Network 301 N Washington Avenue Dallas TX 75246 752536818 Physician Services TX 501(c)(3) Line 3 Baylor Health Care System 1 Hillcrest Baptist Medical Center 301 N Washington Avenue Dallas TX 75246 741161944 Hospital TX 501(c)(3) Line 3 Scott & White Memorial Hospital 1 Hillcrest Family Health Center 301 N Washington Avenue Dallas TX 75246 742730350 Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center 1 Hillcrest Physician Services 301 N Washington Avenue Dallas TX 75246 742967081 Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center 1 Irving Healthcare Foundation 301 N Washington Avenue Dallas TX 75246 751570933 Fundraising TX 501(c)(3) Line 7 Baylor Medical Center at Irving 1 Scott & White Clinic 301 N Washington Avenue Dallas TX 75246 742958277 Physician Services TX 501(c)(3) Line 10 Scott & White Healthcare 1 Scott & White Continuing Care Hospital 301 N Washington Avenue Dallas TX 75246 202850920 Long Term Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White EMS Inc 301 N Washington Avenue Dallas TX 75246 753242749 Emergency Transport TX 501(c)(3) Line 10 Scott & White Memorial Hospital 1 Scott & White Foundation-Brenham 301 N Washington Avenue Dallas TX 75246 742460815 Fundraising TX 501(c)(3) Line 7 Scott & White Hospital-Brenham 1 Scott and White Health Plan 301 N Washington Avenue Dallas TX 75246 742052197 HMO TX 501(c)(4) Baylor Scott & White Health 1 Scott & White Healthcare 301 N Washington Avenue Dallas TX 75246 264532547 Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Health 1 Scott & White Healthcare Foundation 301 N Washington Avenue Dallas TX 75246 273513154 Fundraising TX 501(c)(3) Line 7 Scott & White Healthcare 1 Scott & White Hospital-Brenham 301 N Washington Avenue Dallas TX 75246 742519752 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-College Station 301 N Washington Avenue Dallas TX 75246 274434451 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Marble Falls 301 N Washington Avenue Dallas TX 75246 464007700 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Round Rock 301 N Washington Avenue Dallas TX 75246 203749695 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Hospital-Taylor 301 N Washington Avenue Dallas TX 75246 741595711 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Scott & White Memorial Hospital 301 N Washington Avenue Dallas TX 75246 741166904 Hospital TX 501(c)(3) Line 3 Scott & White Healthcare 1 Southern Sector Health Initiative 301 N Washington Avenue Dallas TX 75246 263087442 Diabetes Health & Wellness Center TX 501(c)(3) Line 12a, I Baylor University Medical Center 1 Baylor Scott & White Medical Centers-Capitol Area 301 N Washington Avenue Dallas TX 75246 813040663 Hospital TX 501(c)(3) Line 3 Baylor Scott & White Health 1 Century Integrated Partners Inc 301 N Washington Avenue Dallas TX 75246 810872075 Physician Services/Emergency Care TX 501(c)(3) Line 3 Baylor University Medical Center 1 Baylor Scott & White Medical Center - Centennial 301 N Washington Avenue Dallas TX 75246 824052186 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Scott & White Care Plans 301 N Washington Avenue Dallas TX 75246 822794853 HMO TX 501(c)(4) Scott and White Health Plan 1 Lake Pointe Operating Company LLC 301 N Washington Avenue Dallas TX 75246 260194016 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Arlington Ortho & Spine Hospital LLC 14201 Dallas Parkway Dallas TX 75254 261578178 Hospital TX N/A 0 0 Baylor Affiliated Services LLC 301 N Washington Avenue Dallas TX 75246 260614730 Benefit Plans TX N/A 0 0 Baylor Heart and Vascular Center LLP 301 N Washington Avenue Dallas TX 75246 752834135 Specialty Hospital TX N/A 0 0 Baylor Surgicare at Granbury LLC 14201 Dallas Parkway Dallas TX 75254 263896477 Ambulatory Surgery Center TX N/A 0 0 Baylor Surgicare at Mansfield LLC 14201 Dallas Parkway Dallas TX 75254 271835675 Ambulatory Surgery Center TX N/A 0 0 Baylor Surgicare at Plano Parkway LLC 14201 Dallas Parkway Dallas TX 75254 274282604 Ambulatory Surgery Center TX N/A 0 0 Baylor Surgicare at Plano LLC 14201 Dallas Parkway Dallas TX 75254 260308454 Ambulatory Surgery Center TX N/A 0 0 Bellaire Outpatient Surgery Center LLP 14201 Dallas Parkway Dallas TX 75254 562297308 Ambulatory Surgery Center TX N/A 0 0 BIR JV LLP 4714 Gettysburg Rd Mechanicsburg PA 17055 274586141 Rehabilitation Hospitals TX N/A 0 0 BTDI JV LLP 1431 Perrone Way Franklin TN 37069 462908086 Outpatient Imaging Centers TX N/A 0 0 Dallas Surgical Partners LLC 14201 Dallas Parkway Dallas TX 75254 722183815 Ambulatory Surgery Center TX N/A 0 0 Denton Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752708579 Ambulatory Surgery Center TX N/A 0 0 Desoto Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752592508 Ambulatory Surgery Center TX N/A 0 0 EBD JV LLP 8686 New Trails Dr Suite 100 The Woodlands TX 77381 455434614 Free Standing Emergency Hospitals TX N/A 0 0 Frisco Medical Center LLP 14201 Dallas Parkway Dallas TX 75254 752865177 Hospital TX N/A 0 0 Ft Worth Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752658178 Hospital TX N/A 0 0 Garland Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752764855 Ambulatory Surgery Center TX N/A 0 0 Grapevine Surgicare Partners Ltd 14201 Dallas Parkway Dallas TX 75254 752854711 Ambulatory Surgery Center TX N/A 0 0 HealthTexas Provider Network-Gastro Serv LLP 301 N Washington Avenue Dallas TX 75246 731697736 Ambulatory Surgery Center TX N/A 0 0 Heritage Park Surgical Hospital LLC 14201 Dallas Parkway Dallas TX 75254 611762781 Hospital TX N/A 0 0 Irving Coppell Surgical Hospital LLP 14201 Dallas Parkway Dallas TX 75254 542086863 Hospital TX N/A 0 0 Lone Star Endoscopy Center LLC 14201 Dallas Parkway Dallas TX 75254 273635726 Ambulatory Surgery Center TX N/A 0 0 MEDCO Construction LLC 301 N Washington Avenue Dallas TX 75246 205965871 Inactive TX N/A 0 0 Metrocrest Surgery Center LP 14201 Dallas Parkway Dallas TX 75254 030380493 Ambulatory Surgery Center TX N/A 0 0 MSH Partners LLC 14201 Dallas Parkway Dallas TX 75254 752829613 Hospital TX N/A 0 0 North Central Surgical Center LLP 14201 Dallas Parkway Dallas TX 75254 201508140 Hospital TX N/A 0 0 North Garland Surgery Center LLP 14201 Dallas Parkway Dallas TX 75254 562399993 Ambulatory Surgery Center TX N/A 0 0 Park Cities Surgery Center LLC 14201 Dallas Parkway Dallas TX 75254 562357079 Ambulatory Surgery Center TX N/A 0 0 Physicians Surgical Center of Ft Worth LLP 14201 Dallas Parkway Dallas TX 75254 208303422 Ambulatory Surgery Center TX N/A 0 0 Rockwall Ambulatory Surgery Center LLP 14201 Dallas Parkway Dallas TX 75254 205506447 Ambulatory Surgery Center TX N/A 0 0 Surgery Center of Richardson Phys Pship LP 14201 Dallas Parkway Dallas TX 75254 200606781 Inactive TX N/A 0 0 Texas Endoscopy Centers LLC 14201 Dallas Parkway Dallas TX 75254 470985876 Ambulatory Surgery Center TX N/A 0 0 Texas Health Ventures Group LLC 14201 Dallas Parkway Dallas TX 75254 752696845 Holds interests in ASCs/ Short Stay Hospitals TX N/A 0 0 Texas Heart Hospital of the Southwest LLC 301 N Washington Avenue Dallas TX 75246 412101361 Specialty Hospital TX 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 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 14201 Dallas Parkway Dallas TX 75254 352199232 Ambulatory Surgery Center TX N/A 0 0 Texas Regional Medical Center LLC 14201 Dallas Parkway Dallas TX 75254 510570864 Hospital TX N/A 0 0 Texas Spine and Joint Hospital LLC 14201 Dallas Parkway Dallas TX 75254 752951355 Hospital TX N/A 0 0 Baylor Surgicare at Blue Star LLC 14201 Dallas Parkway Dallas TX 75254 814638201 Ambulatory Surgery Center TX N/A 0 0 SurgCenter of Plano LLC 14201 Dallas Parkway Dallas TX 75254 462873916 Ambulatory Surgery Center TX N/A 0 0 Bear Creek Surgery Center LLC 14201 Dallas Parkway Dallas TX 75254 465530768 Ambulatory Surgery Center TX N/A 0 0 Baylor Scott & White Surgicare at Weatherford LLC 14201 Dallas Parkway Dallas TX 75254 862430796 Ambulatory Surgery Center TX N/A 0 0 SurgCenter of Greater Dallas LLC 14201 Dallas Parkway Dallas TX 75254 831498677 Ambulatory Surgery Center TX N/A 0 0 Oak Point Surgical Suites LLC 14201 Dallas Parkway Dallas TX 75254 823437812 Ambulatory Surgery Center TX N/A 0 0 BSW Home Recovery Care LLC 49 Music Square West Ste 401 Nashville TN 37203 882913146 Home Care Services TX N/A 0 0 Sherman Endoscopy LLC 14201 Dallas Parkway Dallas TX 75254 861402910 Ambulatory Surgery Center TX N/A 0 0 Baylor Scott & White Surgicare Waxahachie LLC 14201 Dallas Parkway Dallas TX 75254 920758698 Ambulatory Surgery Center TX N/A 0 0 NextCare Texas JV LLC 2145 E Baseline Rd Ste 101 Tempe AZ 85283 931988423 Urgent Care Centers TX N/A 0 0 Cityview Surgery Center LLC 6551 Harris Pkwy Ste 100 Fort Worth TX 76132 113711239 Ambulatory Surgery Center TX N/A 0 0 Baylor Scott & White Health MedEquip LLC 401 N Carroll Ave Ste 603 Southlake TX 76092 334076199 DME TX N/A 0 0 Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc 301 N Washington Avenue Dallas TX 75246 261661900 Condo Association TX N/A C 1 Baylor Scott & White Health Enterprises Inc 301 N Washington Avenue Dallas TX 75246 751997378 Pharmacy TX N/A C 1 Baylor Health Network Inc 301 N Washington Avenue Dallas TX 75246 752463251 Inactive TX N/A C 1 Baylor Med Ctr at Grapevine Condo Owners Association Inc 301 N Washington Avenue Dallas TX 75246 752747555 Condo Association TX N/A C 1 Baylor Quality Health Care Alliance LLC 301 N Washington Avenue Dallas TX 75246 454015863 ACO TX N/A C 13651271 9125231 0.09090 1 Baylor Scott & White Assurance SPC 23 Lime Tree Bay Grand Cayman CJ 980589956 Investment CJ N/A C 1 BMP Incorporated 301 N Washington Avenue Dallas TX 75246 751436779 Post Office TX N/A C 1 BUMCRoberts Condominium Owners Association Inc 301 N Washington Avenue Dallas TX 75246 752897806 Condo Association TX N/A C 1 Charitable Lead Trusts (2) Investment TX N/A T 0 Charitable Remainder Trusts (48) Investment TX N/A T 0 Baylor Scott & White Insurance Company 301 N Washington Avenue Dallas TX 75246 743092083 Insurance TX N/A C 1 SHA LLC 301 N Washington Avenue Dallas TX 75246 752569094 HMO TX N/A C 1 Southwest Life & Health Insurance Company 301 N Washington Avenue Dallas TX 75246 751085046 Insurance TX N/A C 1 APN 14201 Dallas Parkway Dallas TX 75254 320416211 Inactive TX N/A C 1 Spine & Joint Physician Associates 14201 Dallas Parkway Dallas TX 75254 473135825 Inactive TX N/A C 1 Texas Heart Hospital of the Southwest Provider Group 1100 Allied Drive Plano TX 75093 331249903 Physician Group TX N/A C 1 1 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 Texas Heart Hospital of the Southwest LLC A 2169450 GAAP Baylor University Medical Center B 4573457 GAAP Baylor Health Care System Foundation C 1076317 GAAP BIR JV LLP J 345033 GAAP Baylor Quality Health Care Alliance LLC L 905662 GAAP Baylor Scott & White Insurance Company L 493620 GAAP Scott & White Health Plan L 9835947 GAAP Scott & White Care Plans L 171039 GAAP Texas Heart Hospital of the Southwest LLC L 1222774 GAAP BIR JV LLP M 3670122 GAAP Baylor Regional Medical Center at Plano M 144136 GAAP Baylor Scott & White Health Enterprises Inc M 236119 GAAP Baylor Scott & White Health M 42326436 GAAP Scott & White Clinic M 797701 GAAP HealthTexas Provider Network M 15489791 GAAP Texas Heart Hospital of the Southwest LLC M 7421305 GAAP Baylor University Medical Center P 56693 GAAP Baylor Research Institute P 153000 GAAP Baylor Scott & White Medical Center - Centennial P 89298 GAAP Texas Heart Hospital of the Southwest LLC P 59303 GAAP Baylor Scott & White Health R 3996242 GAAP Baylor Health Care System R 3058936 GAAP