2026-05-14T15:32:48-05:00 2025-06-30 990 2024-07-01 751921898 Baylor Research Institute BAYL 2148204135 301 N Washington Avenue Dallas TX 75246 Amy Martin VP CFO 2148204135 2026-05-07 0 2024 2025-03-06 01:10:19Z Baylor Scott & White Research Institute Javed Butler 3434 Live Oak Dallas TX 75204 89491341 0 X www.bswhealth.com X 1982 TX Faith based medical research organization bringing innovative treatment to patients through basic science, clinical trials, and health care effectiveness and quality of care research. 4 0 594 0 0 0 43559993 42035733 31290840 33238900 1205201 1542656 8851303 12674052 84907337 89491341 0 0 0 0 50110512 55678294 0 0 0 28305161 30231878 78415673 85910172 6491664 3581169 171591125 191870643 13744609 18971610 157846516 172899033 X To improve the care and well being of our community, nationally and internationally, through innovative clinically relevant research that is consistent with the mission, vision and values of Baylor Scott & White Health (BSWH). 0 0 75562410 34302370 See Schedule OEstablished in 1984, Baylor Scott & White Research Institute (BSWRI) is responsible for the oversight and management of all translational, observational, and clinical research conducted throughout the Baylor Scott & White Health (BSWH) system.BSWRI expanded its operations in 2013 as part of the merger between Dallas-based Baylor Health Care System and Temple-based Scott & White Healthcare, which created BSWH the largest nonprofit health system in Texas. 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.BSWRI brings innovation to the forefront of medicine. From contributing to discoveries that help create new treatment options, to studying population health and other trends that improve quality of care, we pursue research focused on bringing patients greater value and addressing the health needs of the communities we serve. We are dedicated to advancing healthcare and ultimately, patient care, through the study and discovery of new preventive therapies and treatments for a broad spectrum of diseases and other chronic conditions. This means our efforts extend beyond microscopic studies; they bring innovation to the patient's bedside. We focus on understanding the base of a disease or condition, in order to then identify potential treatments or preventive therapies and enroll patients in research trials to further test and/or validate each theory. BSWRI is accredited by the Association for the Accreditation of Human Research Protection Programs (AAHRPP), which is a voluntary, peer-driven, and education-based model of accreditation.BSWRI is home to a rich network of over 600 team members operating within two administrative offices, four clinical trials offices, and directly within various BSWH centers, hospitals and clinics. Research staff include principal investigators, contracts and finance specialists, compliance and regulatory specialists, research coordinators, nurses, managers, data analysts and lab assistants, among others. The group oversees research activities supporting over 1,200studies in more than 50 specialty areas annually, including infectious disease, cardiology, gastroenterology, trauma, rehabilitation, neurology, oncology and radiation, orthopedics, pathology, radiology, transplant and surgery. Research conducted by and supported by our organization is regularly published in major scientific journals and reported at medical and scientific meetings. This work has also resulted in more than 1,600 issued and pending patents and trademark registrations spanning immunotherapy, genomics, biomarkers, metabolomics, metabolics, cardiovascular disease and medical devices. The following is a brief snapshot of activities led through BSWRI:Cardiovascular research: BSWRI holds a robust cardiovascular portfolio with study enrollment activities spanning multiple BSWH sites. Each year, we enroll and monitor hundreds of patients as part of major clinical trials examining therapeutic and surgical approaches and outcomes, new medications and new devices. Our cardiovascular research portfolio supports trials spanning: Atrial Fibrillation, Vascular/TAA conditions, Heart Failure Transplant, Heart Rhythm Disorders, Hypercholesterolemia, Aortic Valve Disorders, Cardiorenal Syndrome, Electrophysiology, Coronary Artery Disease, & Mitral Valve Disorders.Oncology research: The newest research hub within BSWRI is the Texas Cancer Interception Institute (TCII), created to attract and conduct innovative oncology clinical trials and research projects to help advance the science. Through advanced diagnostics, ground-breaking research, AI-enabled digital technology solutions, sophisticated meta-data analytics, and patient-centered support and command center, TCII is an innovation powerhouse transforming discoveries into life-changing treatments and leading early cancer detection efforts across Texas and beyond. TCII is uniquely empowered to lead 'implementation science' across BSWH via utilization of its state-of-the-science Oncology Command Center for development of various care coordination capabilities to offer novel early cancer detection pathways (such as blood-based Multi-Cancer Early Detection or MCED assays) and facilitate navigation of patients for timely, high-quality and reliable care across BSWH for cancer interception.The Center for Applied Health Research (CAHR) supports competitively funded investigator-initiated research to generate applied health knowledge across our health care system.It is a multidisciplinary, system-level research center within the Baylor Scott & White Research Institute (BSWRI) and serves as a collaborative for researchers, clinicians and community leaders who seek to improve health care delivery and health outcomes. The core value of CAHR is to support innovations that lead to improve outcomes and the value of care for our patients and community. We are located in Temple and Dallas, Texas.CAHR's research programs include: (1) Intervention development of community and family support programs for persons with dementia and their family caregivers (2) Implementation science of evidence-based programs leading to innovations in care delivery (3) Dissemination of evidence-based programs/practices for older adults from diverse settings (4) Healthcare delivery implementation programs to address critical illness outside of the ICU (5) Intervention development to support patients and families after critical illness and (6) Real-world clinical and economic evidence generation focused on drug therapy outcomes in ambulatory care.Trauma and behavioral health research: BSWRI supports trauma and behavioral health research across multiple sites and departments. Our research investigators take a collaborative and multidisciplinary approach to address physical, mental, and emotional trauma, which enhances ability to combine resources, inform best practices and further expand our ability to share our learnings out to others. One example of this work is found in the Warriors Research Institute (WRI). WRI's mission is to improve the quality of care available to military veterans and emergency responders via a program of scientific inquiry. Through BSWRI, WRI develops, evaluates, and disseminates information about treatment models for those suffering the sequelae of toxic or traumatic work events. In addition to providing and evaluating state-of-the-art experimental treatments, we train future generations of treatment providers in evolving evidence-based care. A second example is with the work done by the Trauma Research Center and Behavioral Health departments. These teams bring together the efforts of experienced researchers whose research focuses on trauma and related conditions resulting from a variety of etiologies including life events and the psychological conditions resulting from trauma. These researchers work closely with the trauma centers and rehabilitation teams at BSWH as well as external trauma centers across the country. They also study the psychological impacts of trauma-exposed occupational populations, such as healthcare personnel and active-duty service members.Transplant research: Our research efforts around transplantation take place at multiple sites including Baylor Scott & White All Saints Medical Center - Fort Worth, Baylor University Medical Center and Baylor Scott & White Medical Center - Temple. This research continues to hit major milestones and research firsts. BSWRI supports multiple trials examining transplant procedures and post-op care, as well as addressing transplant waitlists and organ shortages. Our efforts in the specialty of abdominal transplant, as well as heart and lung transplants, continue to support efforts to improve outcomes, inform access to organs, and educate medical staff on best practices. These include an investigator-initiated studies examining issues such as the global burden of alcohol-associated liver disease and the impact of new acuity circle policies for liver allocation. This work also extends to studies examining new artificial heart technologies for individuals needing a heart transplant. 75562410 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 165 0 1 594 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Angie Hutson 2148201432 301 N Washington Avenue Dallas TX 75246 Alejandro Arroliga MD Trustee 1.00 40.00 X 0 2620998 48385 Javed Butler MD Trustee/President/CEO 40.00 0.00 X X 806185 0 109507 Michael J Mack MD Trustee/Chair 1.00 40.00 X X 0 605049 21529 Steven Newton Trustee 1.00 40.00 X 0 2931092 46363 Amy Martin VP CFO 1.00 40.00 X 0 423050 77661 Mitch Dean Secretary 1.00 40.00 X 0 444345 61698 Elizabeth Cothran VP Chief Regulatory Officer 40.00 0.00 X 309167 0 48847 Jennifer Thomas VP Research Operations 40.00 0.00 X 330334 0 39886 Alan Stevens Research Center Dir 40.00 0.00 X 295784 0 36711 Elisa Priest Director Clinical Informatics 40.00 0.00 X 327925 0 67962 Gerard Zurawski Dir Institute Immun Rsrch 40.00 0.00 X 315598 0 25054 Simon Driver Research Center Dir 40.00 0.00 X 277664 0 38264 Suzy Gulliver Research Center Dir 40.00 0.00 X 284849 0 36656 2947506 7024534 658523 103 0 1 0 Baylor University Medical Center 301 N Washington Ave Dallas TX 75246 Clinical Services 1698461 Translational Genomics Research Institut 445 N Fifth ST Ste 600 Phoenix AZ 85004 Research Services 1312134 HealthTexas Provider Network 301 N Washington Ave Dallas TX 75246 Clinical/Administrative Svcs 1269777 Texas Heart Hospital of the Southwest L 301 N Washington Ave Dallas TX 75246 Clinical Services 404909 BIR JV LLP PO Box 677466 Dallas TX 75267 Clinical Services 380001 29 24807495 16000056 1228182 42035733 Research 541715 31941519 31941519 Patient Care 541715 948615 948615 Rent 531120 327760 327760 Unclaimed Prop Refund 900099 21006 21006 33238900 1542656 1542656 11610582 11610582 Timing Diff (rev proc) 900099 1063470 1063470 1063470 89491341 34302370 0 13153238 X 1674482 1674482 100465 100465 45208816 41627888 3580928 1562889 1439095 123794 4092392 3768239 324153 3039250 2806632 232618 108119 108119 5389 5389 12621486 9042911 3578575 132532 104428 28104 263489 227880 35609 4449913 4086850 363063 4511158 4511158 3324866 3286377 38489 512441 463576 48865 287224 143058 144166 1761714 1761714 29281 29281 Medical Supplies 1435760 1435760 Non Medical Supplies 469228 464467 4761 Dues and Memberships 90717 81944 8773 Meals and Entertainment 39848 37147 2701 188713 172821 15892 85910172 75562410 10347762 0 0 18355514 28608372 6629613 8378691 14102799 11477775 50877249 44392021 7150691 6485228 7305155 7753153 2538049 2365196 115509304 126802228 171591125 191870643 1382169 5211978 11356170 13075004 1006270 684628 13744609 18971610 X 43176185 46658625 114670331 126240408 157846516 172899033 171591125 191870643 X 3581169 114602 11356746 X 0 1 X 1 1 1 X Baylor University Medical Center Dallas TX Scott & White Memorial Hospital Temple TX RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 1331 1 5389 0 0 6720 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. 92931557 47720 8428160 4599385 96808052 87130423 373365 9835735 4407966 92931557 91167346 5574 494575 4537072 87130423 97539799 1750 -3038147 3336056 91167346 79929150 1878 20504053 2895282 97539799 0.00000 0.56336 0.43664 0 1 1 22290172 18990150 3300022 28587077 25401871 3185206 6485228 Operating Lease Assets 561820 Interest in Net Assets of Related Foundations 126240408 126802228 X Part V, Line 4: The Baylor Scott & White Dallas Foundation and Baylor Scott & White - Central Texas Foundation endowments provide support for the charitable activities and purposes of BSW Health and its affiliated entities (collectively, "BSWH"). They enable BSWH to advance its medical objective and mission, including sponsorship of patient care, research, and educational and training programs. 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. North America 0 0 Program Services Medical Education/Research 14349 Europe 0 0 Program Services Medical Education/Research 19777 0 0 0 0 0 0 34126 0 34126 0 0 0 0 0 0 Part I, line 3: Accrual Basis X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Steven Newton Trustee 0 1100418 0 1637688 0 192986 0 17250 0 29113 0 2977455 0 243063 Alejandro Arroliga MD Trustee 0 922680 0 1501977 0 196341 0 17250 0 31135 0 2669383 0 267567 Javed Butler MD Trustee/President/CEO 518242 0 269661 0 18282 0 87594 0 21913 0 915692 0 0 0 Michael J Mack MD Trustee/Chair 0 575869 0 0 0 29180 0 17250 0 4279 0 626578 0 0 Mitch Dean Secretary 0 315500 0 126324 0 2521 0 49413 0 12284 0 506042 0 0 Amy Martin VP CFO 0 274208 0 121291 0 27551 0 48151 0 29510 0 500711 0 0 Elisa Priest Director Clinical Informatics 207656 0 96013 0 24256 0 37816 0 30146 0 395887 0 0 0 Jennifer Thomas VP Research Operations 234686 0 94224 0 1424 0 25967 0 13919 0 370220 0 0 0 Elizabeth Cothran VP Chief Regulatory Officer 218556 0 87395 0 3216 0 35791 0 13056 0 358014 0 0 0 Gerard Zurawski Dir Institute Immun Rsrch 312865 0 0 0 2733 0 15822 0 9233 0 340653 0 0 0 Alan Stevens Research Center Dir 288907 0 463 0 6414 0 15176 0 21535 0 332495 0 0 0 Suzy Gulliver Research Center Dir 272433 0 463 0 11953 0 14762 0 21894 0 321505 0 0 0 Simon Driver Research Center Dir 276733 0 463 0 468 0 14372 0 23893 0 315929 0 0 0 Part I, Line 1a Tax indemnification and gross-up payments - The organization provides tax indemnification where the BSW Health's CEO, COO or CFO determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Five of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Discretionary spending account - The organization provides eligible employees who travel frequently in their personal vehicle an auto expense allowance in lieu of reimbursement for business mileage under the organization's business travel and expense reimbursement policy. All auto expense allowances are treated as taxable compensation. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Part I, Line 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 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: Alejandro Arroliga ($147,245), M.D., Elisa Priest, Elizabeth Cothran, Javed Butler, M.D., Jennifer Thomas, Mitch Dean, Steven Newton ($169,160), and Amy Martin. 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. Makayla Lusk Family Member of Jennifer Thomas (Key Employee) 100465 Employee Compensation 0 Form 990, Part I, Line 4 and Part VI, Line 1b: Number of Independent Board Members: The members of the organization's governing body are employees of the organization or of a related tax exempt organization. Therefore, the organization's governing body would not be deemed independent according to the definition of independence in the Form 990 instructions. However, BSW Health, as the organization's ultimate parent, appoints the members of the organization's governing body to fulfill the mission and charitable purpose of the organization. BSW Health's governing body is, and would be deemed independent under the said instructions, because it is comprised of a majority of independent community representatives that provide leadership and governance to BSW Health and its affiliated tax exempt entities to ensure it is meeting its charitable purpose. 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 Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with an actual or perceived ability to influence the organization have the duty to disclose annually and otherwise promptly as potential conflicts are identified, any familial, professional or financial relationships with entities or individuals that do, or seek to do business with the organization or that compete with the organization. These individuals include the organization's officers, governing body, management, physicians with administrative services agreements, employed physicians, persons who participate in the design, coordination, conduct, or reporting of research on behalf of BSWH, and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BSW Health's Board of Trustees Audit and Compliance Committee, the BSW Health's Board of Trustees Governance Committee and/or the BSW Health's Corporate Compliance Committee as the case may be will review all material disclosures submitted by these individuals to determine whether a conflicts of interest exists and to determine an appropriate resolution, if necessary. Any individual with a perceived or potential conflict is prohibited from voting or participating in the decision-making process regarding such transaction with that individual. Form 990, Part VI, Section B, line 15 Process for determining compensation: The organization, a controlled affiliate of BSW Health, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BSW Health's Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Health's Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers explicitly held by BSW Health, works directly with an independent compensation consultant(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the BSW Health's Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision-making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings. Form 990, Part VI, Section C, line 19 Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's certificate of formation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization is included within the combined financial statements of BSW Health that are made available to the public by the posting of those documents through DAC Bond. The organization's other governing documents and conflicts of interest policy are not made available to the public and are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. Form 990, Part IX, line 11g Contract Labor: Program service expenses 165,791. Management and general expenses 211,425. Fundraising expenses 0. Total expenses 377,216. Patient Care: Program service expenses 2,200,923. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,200,923. Professional Fees: Program service expenses 2,154,123. Management and general expenses 346,000. Fundraising expenses 0. Total expenses 2,500,123. Repairs and Maintenance: Program service expenses 87,496. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,496. Lab Fees: Program service expenses 179,961. Management and general expenses 498. Fundraising expenses 0. Total expenses 180,459. Other Purchased Services: Program service expenses 4,254,617. Management and general expenses 1,274,937. Fundraising expenses 0. Total expenses 5,529,554. Corporate Overhead: Program service expenses 0. Management and general expenses 1,745,715. Fundraising expenses 0. Total expenses 1,745,715. Form 990, Part XI, line 9: Changes in Net Assets of Related Foundations 11,570,077. Self Insurance Liability Reserve -213,331. 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 Scott & White Medical Centers-Greater North Texas 301 N Washington Avenue Dallas TX 75246 751037591 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor Regional Medical Center at Grapevine 301 N Washington Avenue Dallas TX 75246 751777119 Hospital TX 501(c)(3) Line 3 Baylor Health Care System 1 Baylor 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 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 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