Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
Baylor Scott & White Holdings
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
301 N Washington Avenue
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Dallas, TX75246
D Employer identification number

46-3130985
E Telephone number

G Gross receipts $ 699,095,999
F Name and address of principal officer:
Peter McCanna
301 N Washington Avenue
Dallas,TX75246
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.bswhealth.com
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 2013
M State of legal domicile: TX
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Faith based supporting organization serving as the parent corporation to a network of acute care hospitals and related health care entities that provide patient care, medical education, medical research and community services.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 20
6 Total number of volunteers (estimate if necessary) ............. 6 14
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 6,280,782
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 1,130,363
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 45,304,525 48,265,301
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 65,701,880 58,788,704
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 111,006,405 107,054,005
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 34,183,643 37,325,573
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 122,252,708 119,710,131
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 156,436,351 157,035,704
19 Revenue less expenses. Subtract line 18 from line 12....... -45,429,946 -49,981,699
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 8,993,803,535 9,923,501,440
21 Total liabilities (Part X, line 26)............. 8,935,061,109 9,767,162,577
22 Net assets or fund balances. Subtract line 21 from line 20..... 58,742,426 156,338,863
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 117,715,302 including grants of $ 0 ) (Revenue $ 66,337,702 )
See Schedule OBaylor Scott & White Holdings (BSW Holdings) serves as the ultimate parent corporation and provides the overall governance, strategic planning and related services for the Baylor Scott & White Health system (BSWH). BSWH is a nonprofit, faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare. Today, BSWH has over 1,300 patient access points including 52 hospitals, 632 specialty care clinics, 260 outpatient clinics, 164 primary care clinics, 29 pharmacies, 30 ambulatory surgery centers, 62 urgent care clinics, and more than 7,200 active physicians. The system also includes a state certified health maintenance organization, the Scott and White Health Plan and the Baylor Scott & White Quality Alliance accountable care organization both covering over 1,200,000 lives.BSW Holdings' governing body is comprised of independent volunteer community representatives who provide leadership and governance to BSWH. The members of the governing body contribute their wisdom, insights and expertise to ensure that BSWH is fulfilling its mission and charitable purpose while providing efficient administrative support services and direction to affiliates of BSWH. Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities. BSWH is committed to offering access to quality health care including free or discounted health care to the indigent and underserved population through its affiliated health care providers. As part of its charitable mission, BSWH's nonprofit hospitals provided 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 which includes the unreimbursed cost of charity care, Medicaid, Medicare and other community benefits. BSWH's nonprofit hospitals provided community benefits (as reported on Form 990, Schedule H) of $493 Million during the tax year, which included the unreimbursed cost of charity care, Medicaid and other community benefits, but excludes Medicare.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses117,715,302
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
20
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
20
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: CJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
Angie Hutson301 N Washington Avenue   Dallas,TX75246 (214) 820-1432
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Timothy Bittenbinder MD......................................................................
Trustee
 3.00
.................
40.00 		X           0 1,828,443 43,091
(2) F David Winter MD......................................................................
Trustee
 3.00
.................
40.00 		X           0 995,729 40,120
(3) Paul Madeley MD......................................................................
Trustee
 3.00
.................
40.00 		X           0 511,694 41,779
(4) Albert Black Jr......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(5) Ron Carter......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(6) Robert Garriott......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(7) Rafael Garza......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(8) Johnita Jones......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(9) Judge Ed Kinkeade......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(10) Charlene Lake......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(11) Jack Martin......................................................................
Trustee/Chair (thru 1/22/2024)
 3.00
.................
0.00 		X   X       0 0 0
(12) Ross McKnight......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(13) Drayton McLane Jr......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(14) Lyndon L Olson Jr......................................................................
Trustee/Vice Chair
 3.00
.................
0.00 		X   X       0 0 0
(15) Anita Perry......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(16) Jim Turner......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
(17) David Walls......................................................................
Trustee
 3.00
.................
0.00 		X           0 0 0
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) William L Rayburn MD........................................................................
Trustee/Chair
 3.00
.......................40.00 		X   X       0 841,126 40,333
(19) Peter McCanna........................................................................
CEO
 40.00
.......................0.00 		    X       8,039,844 0 1,976,887
(20) Jennifer Mitzner........................................................................
Teasurer/EVP Chief Financial Officer
 40.00
.......................0.00 		    X       2,830,215 0 1,206,919
(21) Julie Creamer........................................................................
President
 40.00
.......................0.00 		    X       2,789,181 0 40,131
(22) Lisa L Havens........................................................................
Secretary/EVP Chief Legal Officer
 40.00
.......................0.00 		    X       2,194,189 0 451,684
(23) Steven Newton........................................................................
EVP Chief Delivery System Operations
 40.00
.......................0.00 		      X     3,595,037 0 631,482
(24) Alejandro Arroliga MD........................................................................
EVP Chief Clinical Innov Officer
 40.00
.......................0.00 		      X     3,306,664 0 638,925
(25) Matthew Chambers........................................................................
EVP Chief Information Officer
 40.00
.......................0.00 		      X     1,805,306 0 550,829
(26) Michael Sanborn........................................................................
Chief Growth Officer
 40.00
.......................1.00 		      X     1,513,733 47,008 472,364
(27) Nikhil Reddy........................................................................
EVP Chief Product Officer
 40.00
.......................0.00 		      X     1,398,764 0 464,198
(28) Nakesha Lopez........................................................................
EVP Chief HR Officer (thru 2/16/2024)
 40.00
.......................0.00 		      X     1,415,576 0 432,983
(29) Janice Walker........................................................................
EVP CNO (thru 1/20/2024)
 40.00
.......................0.00 		      X     1,353,454 0 471,880
(30) Kristi Sherrill........................................................................
EVP Chief Phil & CA Officer
 40.00
.......................0.00 		      X     1,248,675 0 401,162
(31) Nikki Moll........................................................................
EVP Chief Mtg & Comms Officer
 40.00
.......................0.00 		      X     1,125,203 0 405,523
(32) Robin W Watson MD........................................................................
EVP Chief Clinical Ops Officer
 40.00
.......................40.00 		      X     1,256,739 45,040 117,608
(33) Walter Peters MD........................................................................
Chief Medical Officer
 40.00
.......................40.00 		      X     1,264,331 71,707 41,884
(34) Karla Ramberger........................................................................
EVP CNO (eff 1/15/2024)
 3.00
.......................40.00 		      X     0 443,247 39,181
(35) James Hinton........................................................................
Former Officer
 0.00
.......................0.00 		          X 3,117,738 0 0
(36) Jennifer Brown........................................................................
Former Officer
 0.00
.......................0.00 		          X 455,589 0 0
(37) Lavone Arthur........................................................................
Former Key Employee
 0.00
.......................0.00 		          X 2,063,265 0 21,133
(38) Patricia M Currie........................................................................
Former Key Employee
 0.00
.......................0.00 		          X 1,731,023 0 22,544
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 42,504,526 4,783,994 8,552,640
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 19
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
GH Smart & Company LLC

24505 Network Place
Chicago,IL606731245 		Professional Fees 270,410
The Boston Consulting Group

PO Box 75200
Chicago,IL606755200 		Professional Fees 195,000
Southern Methodist University - Cox Scho

PO Box 750508
Dallas,TX752750508 		Professional Development 158,168
Stan Hulen,
2670 Meadowbrook Boulevard
Prosper,TX75078 		Graphic Design 120,063
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 4
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
Program Service RevenueAmt Business Code
2a Shared Services 561110 47,946,575 47,946,575    
b Affiliate Income 900099 298,276 298,276    
c Honorarium 900099 20,450 20,450    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 48,265,301
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 37,634,737 18,072,401 6,280,782 13,281,554
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 613,195,961  
b Less: cost or other basis and sales expenses 7b 592,041,994  
c Gain or (loss) 7c 21,153,967  
d Net gain or (loss)......... 21,153,967     21,153,967
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 107,054,005 66,337,702 6,280,782 34,435,521
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 34,077,069   34,077,069  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 862,608   862,608  
7 Other salaries and wages........ 1,129,407   1,129,407  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 80,365   80,365  
9 Other employee benefits ....... 509,571   509,571  
10 Payroll taxes ........... 666,553   666,553  
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 4,843,344 3,395,824 1,447,520  
12 Advertising and promotion .... 10,570 10,570    
13 Office expenses ....... 27,227 27,227    
14 Information technology ...... 224,936 224,936    
15 Royalties ..        
16 Occupancy ........... 131,832 131,832    
17 Travel ............ 127,036 127,036    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 44,570 44,570    
20 Interest ........... 106,657,625 106,657,625    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ... 20,317 20,317    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Federal Excise Tax 4,283,049 4,283,049    
b Dues and Memberships 2,307,071 2,307,071    
c Federal Income Tax 547,309   547,309  
d Special Functions 332,666 332,666    
e All other expenses 152,579 152,579    
25 Total functional expenses. Add lines 1 through 24e 157,035,704 117,715,302 39,320,402 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 242,050,040 2 198,274,959
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 17,545,872 4 16,154,181
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 14,500,000 7 0
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 131,720 9 337,348
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 8,052,471
b Less: accumulated depreciation 10b 0 327,474 10c 8,052,471
11 Investments—publicly traded securities . 4,689,752,667 11 5,197,715,638
12 Investments—other securities. See Part IV, line 11 ..... 1,101,482,126 12 1,196,198,598
13 Investments—program-related. See Part IV, line 11 .. 2,430,338,209 13 2,997,690,837
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 497,675,427 15 309,077,408
16 Total assets. Add lines 1 through 15 (must equal line 33)... 8,993,803,535 16 9,923,501,440
Liabilities 17 Accounts payable and accrued expenses ..... 30,055,964 17 122,494,632
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 1,446,998,672 20 1,421,384,907
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 2,496,428,855 24 2,289,720,000
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 4,961,577,618 25 5,933,563,038
26 Total liabilities. Add lines 17 through 25.. 8,935,061,109 26 9,767,162,577
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 58,742,426 27 156,338,863
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 58,742,426 32 156,338,863
33 Total liabilities and net assets/fund balances ........ 8,993,803,535 33 9,923,501,440
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
107,054,005
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
157,035,704
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-49,981,699
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
58,742,426
5
Net unrealized gains (losses) on investments ...............
5
30,662,339
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
116,915,797
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
156,338,863
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Baylor Scott & White Holdings
 
Employer identification number

46-3130985
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ............................... 30
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) Baylor University Medical Center
  		751837454 3 Yes   0 0
(B) Scott & White Memorial Hospital
  		741166904 3 Yes   0 0
(C) All Saints Health Foundation
  		751947007 7 Yes   0 0
(D) Baylor All Saints Medical Center
  		751008430 3 Yes   0 0
(E) Baylor Health Care System Foundation
  		751606705 7 Yes   0 0
(F) Baylor Institute for Rehabilitation at Gaston Episcopal Hospital
  		751037226 3 Yes   0 0
(G) Baylor Regional Medical Center at Grapevine
  		751777119 3 Yes   0 0
(H) Baylor Medical Center at Irving
  		752586857 3 Yes   0 0
(I) Baylor Regional Medical Center at Plano
  		820551704 3 Yes   0 0
(J) Baylor Medical Center at Waxahachie
  		751844139 3 Yes   0 0
(K) Baylor Scott & White Medical Centers-Greater North Texas
  		751037591 3 Yes   0 0
(L) Baylor Research Institute
  		751921898 4 Yes   0 0
(M) HealthTexas Provider Network
  		752536818 3 Yes   0 0
(N) Hillcrest Baptist Medical Center
  		741161944 3 Yes   0 0
(O) Irving HealthCare Foundation
  		751570933 7 Yes   0 0
(P) Scott & White Clinic
  		742958277 10 Yes   0 0
(Q) Scott & White Continuing Care Hosp
  		202850920 3 Yes   0 0
(R) Scott & White EMS
  		753242749 10 Yes   0 0
(S) Scott & White Healthcare Foundation
  		273513154 7 Yes   0 0
(T) Scott & White Foundation - Brenham
  		742460815 7 Yes   0 0
(U) Scott & White Hospital - College Station
  		274434451 3 Yes   0 0
(V) Scott & White Hospital - Marble Falls
  		464007700 3 Yes   0 0
(W) Scott & White Hospital - Round Rock
  		203749695 3 Yes   0 0
(X) Scott & White Hospital - Taylor
  		741595711 3 Yes   0 0
(Y) Scott & White Hospital - Brehnam
  		742519752 3 Yes   0 0
(Z) Baylor Medical Center at Carrollton
  		454510252 3   No 0 0
(AA) Baylor Scott & White Medical Centers-Capitol Area
  		813040663 3   No 0 0
(AB) Century Integrated Partners Inc
  		810872075 3   No 0 0
(AC) Baylor Scott & White Medical Center-Centennial
  		824052186 3   No 0 0
(AD) Lake Pointe Operating Company LLC
  		260194016 3   No 0 0
Total
30
 0 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
No
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
Part I, Line 12g(vi) In addition to the monetary support listed on Part I, Line 12g(v), the organization provides financial, human resources, legal, information technology, management, advisory and other services to the supported organizations listed in Part I, Line 12g(i).
Part IV, Section A, Question 1 All of the supported organizations are listed by name in the organization's governing documents except for Baylor Medical Center at Carrollton, Baylor Scott & White Medical Centers-Capitol Area, Century Integrated Partners, Inc., Baylor Scott & White Medical Center-Centennial and Lake Pointe Operating Company, LLC. The organization's certificate of formation provides for the addition of future affiliated hospitals and healthcare delivery organizations that are owned and/or controlled by the organization and that are publicly supported organizations under Code Section 509(a)(1) or Code Section 509(a)(2).
Part IV, Section C, Question 1 The organization is supervised or controlled in connection with the supported organizations named and/or designated by class in the organization's certificate of formation. The organization serves as the parent corporation of the Baylor Scott & White Health integrated health care delivery system in which the officers of the organization have ultimate managerial responsibility over all of the affiliates that comprise the system. The organization's Board of Trustees will exercise ultimate supervisory authority and governance over the entire system. The organization has been delegated the authority, duty and responsibility for the affairs of the affiliates, including among others, the power to exercise the reserved powers over the affiliates of the system.
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
Baylor Scott & White Holdings
 
Employer identification number

46-3130985
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....   8,052,471   8,052,471
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 8,052,471
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........ 1,100,732,985 F
(3) Other
(A) Other Long Term Investment		 95,465,613 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 1,196,198,598
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Investment-BSW Health 990,000,000 C
(2)Investment-Baylor Health Care System 671,682,705 C
(3)Investment-Scott & White Healthcare 326,832,269 C
(4)Investment-NTX Health Care Laundry 4,972,928 C
(5)Investment-Scott and White Health Plan 304,729,026 C
(6)Loan to S&W Hospital College Station 162,816,289 C
(7)Loan to S&W Continuing Care Hospital 14,176,342 C
(8)Loan to Hillcrest Baptist Medical Center 20,820,638 C
(9)Loan to Baylor S&W Medical Centers Capitol Area 150,496,419 C
(10)Loan to Scott & White Clinic 69,148,666 C
(11)Investment-BSW Health Enterprises 282,015,555 C
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow 2,997,690,837
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Due to Affiliates 5,874,413,650
Deferred Compensation 6,657,701
Long Term Incentive Plan 12,800,399
Arbitrage Liability 1,467,847
Derivative Liability 38,223,441




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 5,933,563,038
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part X, Line 2: The filing organization does not have separate individual audited financial statements; however, the organization is included in BSW Holdings' combined audited financial statements (System). The System follows the provisions of ASC 740 "Income Taxes." As of June 30, 2024 and 2023, the System had no material gross unrecognized tax benefits.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Baylor Scott & White Holdings
 
Employer identification number

46-3130985
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Investments   521,591,611
Europe 0 0 Investments   32,627,489
Central America and the Caribbean 0 0 Program Services Captive Insurance Meetings 16,236
North America 0 0 Program Services Medical Education 556
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 554,235,892
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 554,235,892
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Part I, line 3: Accrual Basis
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID:  
Software Version:  



Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Baylor Scott & White Holdings
 
Employer identification number

46-3130985
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Peter McCanna
CEO 		(i)

(ii)		 2,020,703
-------------
0 		4,387,856
-------------
0 		1,631,285
-------------
0 		1,945,840
-------------
0 		31,047
-------------
0 		10,016,731
-------------
0 		1,786,846
-------------
0
2Steven Newton
EVP Chief Delivery System Operations 		(i)

(ii)		 986,141
-------------
0 		1,360,468
-------------
0 		1,248,428
-------------
0 		602,804
-------------
0 		28,678
-------------
0 		4,226,519
-------------
0 		1,313,512
-------------
0
3Jennifer Mitzner
Teasurer/EVP Chief Financial Officer 		(i)

(ii)		 1,317,603
-------------
0 		1,470,630
-------------
0 		41,982
-------------
0 		1,176,796
-------------
0 		30,123
-------------
0 		4,037,134
-------------
0 		0
-------------
0
4Alejandro Arroliga MD
EVP Chief Clinical Innov Officer 		(i)

(ii)		 889,953
-------------
0 		1,373,582
-------------
0 		1,043,129
-------------
0 		607,998
-------------
0 		30,927
-------------
0 		3,945,589
-------------
0 		1,100,921
-------------
0
5James Hinton
Former Officer 		(i)

(ii)		 0
-------------
0 		862,608
-------------
0 		2,255,130
-------------
0 		0
-------------
0 		0
-------------
0 		3,117,738
-------------
0 		2,255,130
-------------
0
6Julie Creamer
President 		(i)

(ii)		 1,349,500
-------------
0 		1,266,454
-------------
0 		173,227
-------------
0 		16,500
-------------
0 		23,631
-------------
0 		2,829,312
-------------
0 		0
-------------
0
7Lisa L Havens
Secretary/EVP Chief Legal Officer 		(i)

(ii)		 796,773
-------------
0 		933,962
-------------
0 		463,454
-------------
0 		434,740
-------------
0 		16,944
-------------
0 		2,645,873
-------------
0 		58,619
-------------
0
8Matthew Chambers
EVP Chief Information Officer 		(i)

(ii)		 669,995
-------------
0 		1,119,309
-------------
0 		16,002
-------------
0 		519,782
-------------
0 		31,047
-------------
0 		2,356,135
-------------
0 		166,883
-------------
0
9Lavone Arthur
Former Key Employee 		(i)

(ii)		 192,457
-------------
0 		0
-------------
0 		1,870,808
-------------
0 		9,927
-------------
0 		11,206
-------------
0 		2,084,398
-------------
0 		1,116,118
-------------
0
10Michael Sanborn
Chief Growth Officer 		(i)

(ii)		 644,922
-------------
43,741 		829,738
-------------
0 		39,073
-------------
3,267 		445,194
-------------
2,326 		22,933
-------------
1,911 		1,981,860
-------------
51,245 		99,449
-------------
0
11Timothy Bittenbinder MD
Trustee 		(i)

(ii)		 0
-------------
622,891 		0
-------------
299,995 		0
-------------
905,557 		0
-------------
16,500 		0
-------------
26,591 		0
-------------
1,871,534 		0
-------------
776,833
12Nikhil Reddy
EVP Chief Product Officer 		(i)

(ii)		 632,220
-------------
0 		730,304
-------------
0 		36,240
-------------
0 		436,386
-------------
0 		27,812
-------------
0 		1,862,962
-------------
0 		0
-------------
0
13Nakesha Lopez
EVP Chief HR Officer (thru 2/16/2024 		(i)

(ii)		 694,275
-------------
0 		685,061
-------------
0 		36,240
-------------
0 		411,613
-------------
0 		21,370
-------------
0 		1,848,559
-------------
0 		0
-------------
0
14Janice Walker
EVP CNO (thru 1/20/2024) 		(i)

(ii)		 537,705
-------------
0 		796,267
-------------
0 		19,482
-------------
0 		441,968
-------------
0 		29,912
-------------
0 		1,825,334
-------------
0 		130,039
-------------
0
15Patricia M Currie
Former Key Employee 		(i)

(ii)		 272,306
-------------
0 		0
-------------
0 		1,458,717
-------------
0 		14,349
-------------
0 		8,195
-------------
0 		1,753,567
-------------
0 		256,764
-------------
0
16Kristi Sherrill
EVP Chief Phil & CA Officer 		(i)

(ii)		 467,317
-------------
0 		739,555
-------------
0 		41,803
-------------
0 		395,825
-------------
0 		5,337
-------------
0 		1,649,837
-------------
0 		139,934
-------------
0
17Nikki Moll
EVP Chief Mtg & Comms Officer 		(i)

(ii)		 529,225
-------------
0 		581,368
-------------
0 		14,610
-------------
0 		374,646
-------------
0 		30,877
-------------
0 		1,530,726
-------------
0 		0
-------------
0
18Robin W Watson MD
EVP Chief Clinical Ops Officer 		(i)

(ii)		 687,260
-------------
44,732 		370,644
-------------
0 		198,835
-------------
308 		84,271
-------------
2,291 		28,658
-------------
2,388 		1,369,668
-------------
49,719 		0
-------------
0
19Walter Peters MD
Chief Medical Officer 		(i)

(ii)		 739,808
-------------
69,792 		408,967
-------------
0 		115,556
-------------
1,915 		13,960
-------------
2,540 		23,431
-------------
1,953 		1,301,722
-------------
76,200 		0
-------------
0
20F David Winter MD
Trustee 		(i)

(ii)		 0
-------------
837,865 		0
-------------
15,000 		0
-------------
142,864 		0
-------------
16,500 		0
-------------
23,620 		0
-------------
1,035,849 		0
-------------
68,514
21William L Rayburn MD
Trustee/Chair 		(i)

(ii)		 0
-------------
474,857 		0
-------------
261,578 		0
-------------
104,691 		0
-------------
16,500 		0
-------------
23,833 		0
-------------
881,459 		0
-------------
0
22Paul Madeley MD
Trustee 		(i)

(ii)		 0
-------------
411,066 		0
-------------
0 		0
-------------
100,628 		0
-------------
16,500 		0
-------------
25,279 		0
-------------
553,473 		0
-------------
37,465
23Karla Ramberger
EVP CNO (eff 1/15/2024) 		(i)

(ii)		 0
-------------
313,578 		0
-------------
104,819 		0
-------------
24,850 		0
-------------
16,500 		0
-------------
22,681 		0
-------------
482,428 		0
-------------
0
24Jennifer Brown
Former Officer 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		455,589
-------------
0 		0
-------------
0 		0
-------------
0 		455,589
-------------
0 		353,923
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 1a Tax indemnification and gross-up payments - The organization provides tax indemnification where the BSW Holdings' CEO, COO or CFO determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. One person listed in the Form 990, Part VII, Section A, received this benefit 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. Seventeen of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Housing allowance or residence for personal use - The organization provides temporary housing to eligible employees under the organization's moving and relocation reimbursement policy. All temporary housing provided to any employee is treated as taxable compensation. One person listed in the Form 990, Part VII, Section A, received this benefit during the tax year.
Part I, Line 3 Process for determining compensation: The organization recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the Baylor Scott & White Holdings Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the Baylor Scott & White Holdings Board of Trustees and the Compensation Committee works directly with an independent compensation consultant(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the Baylor Scott & White Holdings Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision-making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings.
Part I, Lines 4a-b Severance or Change of Control Payments: Lavone Arthur received a severance payment from the organization in the amount of $895,927. Jennifer Brown received a severance payment from the organization in the amount of $101,667. Patricia M. Currie received a severance payment from the organization in the amount of $1,392,970. Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates (BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: Alejandro Arroliga, M.D. ($135,084), F. David Winter, M.D. ($54,477), James Hinton ($2,255,130), Janice Walker, Jennifer Brown ($353,923), Jennifer Mitzner, Julie Creamer, Kristi Sherrill, Lavone Arthur ($138,299), Lisa L. Havens, Matthew Chambers, Michael Sanborn, Nakesha Lopez, Nikhil Reddy, Nikki Moll, Patricia M. Currie ($644,615), Paul Madeley, M.D. ($27,692), Peter McCanna ($330,363), Robin W. Watson, M.D., Steven Newton ($122,533), Timothy Bittenbinder, M.D. ($88,434), Walter Peters, M.D. ($91,466), and William L. Rayburn, M.D. ($69,867).
Part I, Line 7 The organization has adopted and implemented an Annual Incentive Program to provide a market competitive total cash compensation incentive program that is designed to attract and retain key leaders and establish greater individual accountability and alignment to business performance. Payout targets are based upon a percentage of base pay and are developed by independent third party expert(s) using comparable market competitive data within the bounds of reasonableness and that are reviewed and approved by BSW Holdings' governing body. Payout levels are based upon a combination of system, entity, and individual performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Holdings' governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data.
Form 990, Schedule J, Part III Supplemental Information: Governing Body Compensation The members of the governing body serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. Some, but not all, members may have received modest benefits incident to their service on the board and/or multiple board committees or received compensation as an employee of a related organization. All such benefits are treated as taxable compensation to the extent required by law and are reported in the Form 990 where applicable.
Schedule J (Form 990) 2023

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Baylor Scott & White Holdings
 
Employer identification number
46-3130985
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 000000000 05-15-2015 176,960,000 Refunding Issues of 8/2008, 2/2009, and 6/2010   X   X   X
B Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 87638QPP8 04-19-2016 424,888,395 Refunding of Series 2010 and Construction/Renovation of Hospital Facilities   X   X   X
C Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 87638QPS2 12-17-2019 418,210,000 Refunding Issues of 3/2013, 12/2015 and 9/2017   X   X   X
D Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 000000000 10-28-2021 40,490,000 Refunding of Series 2019A taxable   X   X   X
Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 87638QSF7 11-30-2022 511,991,824 Construction/Renovation of Hospital Facilities   X   X   X
Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 87638QSC4 08-04-2022 312,775,000 Refunding Issues of 2019CDE   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 78,675,000 25,380,000 321,240,000 555,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 176,960,000 426,050,531 418,210,000 40,490,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 3,656,883 1,790,486    
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 235,632,050 107,167,124    
11 Other spent proceeds ............. 176,960,000 317,092,920 418,210,000 40,490,000
12 Other unspent proceeds ............. 307,206,707      
13 Year of substantial completion ............. 2015 2019 2019 2021
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X   X X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		X   X     X X  
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.640 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 ............. 0.640 %      
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X     X X   X  
c No rebate due? .........   X X     X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X     X
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... Toronto-Dominion
Bank 		 
  		 
  		 
 
c Term of GIC ......... 190.0000000000 %      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X              
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Date Rebate Computation Performed Issuer Name: Tarrant County Cultural Education Facilities Finance Corporati Date the Rebate Computation was Performed: 10/07/2021
Part II, Line 3, Column B: Total Proceeds of Issue: The difference between Part I, Line B, Column (e) and Part II, Line 3 is due to investment earnings of $1,162,136.
Part II, Line 3, Column A: Total Proceeds of Issue: The difference between Part I, Line A, Column (e) and Part II, Line 3 is due to investment earnings of $34,503,817.
Schedule K (Form 990) 2023

Additional Data


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Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Baylor Scott & White Holdings
 
Employer identification number
46-3130985
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 000000000 05-15-2015 176,960,000 Refunding Issues of 8/2008, 2/2009, and 6/2010   X   X   X
B Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 87638QPP8 04-19-2016 424,888,395 Refunding of Series 2010 and Construction/Renovation of Hospital Facilities   X   X   X
C Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 87638QPS2 12-17-2019 418,210,000 Refunding Issues of 3/2013, 12/2015 and 9/2017   X   X   X
D Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 000000000 10-28-2021 40,490,000 Refunding of Series 2019A taxable   X   X   X
Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 87638QSF7 11-30-2022 511,991,824 Construction/Renovation of Hospital Facilities   X   X   X
Tarrant County Cultural Education Facilities Finance Corporation
  		04-3833551 87638QSC4 08-04-2022 312,775,000 Refunding Issues of 2019CDE   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 78,675,000 25,380,000 321,240,000 555,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 176,960,000 426,050,531 418,210,000 40,490,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 3,656,883 1,790,486    
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 235,632,050 107,167,124    
11 Other spent proceeds ............. 176,960,000 317,092,920 418,210,000 40,490,000
12 Other unspent proceeds ............. 307,206,707      
13 Year of substantial completion ............. 2015 2019 2019 2021
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X   X X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		X   X     X X  
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.640 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 ............. 0.640 %      
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X     X X   X  
c No rebate due? .........   X X     X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X     X
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... Toronto-Dominion
Bank 		 
  		 
  		 
 
c Term of GIC ......... 190.0000000000 %      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X              
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Date Rebate Computation Performed Issuer Name: Tarrant County Cultural Education Facilities Finance Corporati Date the Rebate Computation was Performed: 10/07/2021
Part II, Line 3, Column B: Total Proceeds of Issue: The difference between Part I, Line B, Column (e) and Part II, Line 3 is due to investment earnings of $1,162,136.
Part II, Line 3, Column A: Total Proceeds of Issue: The difference between Part I, Line A, Column (e) and Part II, Line 3 is due to investment earnings of $34,503,817.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Baylor Scott & White Holdings
 
Employer identification number

46-3130985
Return Reference Explanation
Form 990, Part VI, Section B, line 11b Process used to review the Form 990: The Form 990 is prepared and reviewed by the BSWH tax department. During the return preparation process the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance to prepare a complete and accurate return. Upon completion, the Form 990 is reviewed by the organization's President, financial officer and/or other key officers. A complete final copy of the return is provided to the organization's governing body prior to filing with the IRS.
Form 990, Part VI, Section B, line 12c Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with an actual or perceived ability to influence the organization have the duty to disclose annually and otherwise promptly as potential conflicts are identified, any familial, professional or financial relationships with entities or individuals that do, or seek to do business with the organization or that compete with the organization. These individuals include the organization's officers, governing body, management, physicians with administrative services agreements, employed physicians, persons who participate in the design, coordination, conduct, or reporting of research on behalf of BSWH, and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BSW Holdings Board of Trustees Audit and Compliance Committee, the BSW Holdings Board of Trustees Governance Committee (with respect to Baylor Scott & White Holdings Trustees), and/or the Baylor Scott & White Health Corporate Compliance Committee as the case may be will review all material disclosures submitted by these individuals to determine whether a conflicts of interest exists and to determine an appropriate resolution, if necessary. Any individual with a perceived or potential conflict is prohibited from voting or participating in the decision making process regarding such transaction with that individual.
Form 990, Part VI, Section B, line 15 Process for determining compensation: The organization recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the Baylor Scott & White Holdings Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the Baylor Scott & White Holdings Board of Trustees and the Compensation Committee works directly with an independent compensation consultant(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included reviewing certain officers and key employees listed on the Form 990 during the current tax year. The Compensation Committee is made up of members of the Baylor Scott & White Holdings Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation consultant(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision-making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation consultant(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings.
Form 990, Part VI, Section C, line 19 Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's certificate of formation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization is included within the combined financial statements of BSW Holdings that are made available to the public by the posting of those documents through DAC Bond. The organization's other governing documents and conflicts of interest policy are not made available to the public and are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104.
Form 990, Part VII, Hours Devoted to Related Organizations: During the year, employees may transfer to or from a related organization. In those cases, the hours per week reflected at both the reporting organization and related organizations reflect the average hours they devoted to each respective organization before and after the transfer.
Form 990, Part XI, line 9: Self Insurance Liability Reserve -99,758. Distribution to/from Tax Exempt Affiliates -347,984,445. Transfers Between Companies Under Common Control 465,000,000.
Supplemental Information, Section 6038 Statement: Disclosure Statement Related to Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, Filed on Behalf of the Taxpayer: In accordance with IRC Section 6038 and the constructive ownership rules of IRC Sections 958(a) and (b), the taxpayer is required to file Forms 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations, with respect to certain controlled foreign corporations (CFCs) including Baylor Scott & White Assurance SPC. These filing requirements are or will be satisfied through the filing of Form 5471 for this CFC by the U.S. taxpayer identified below who has the same filing requirement. Taxpayer Name: Baylor University Medical Center Taxpayer Address: 301 N. Washington Avenue, Dallas, TX 75246 Taxpayer Identification Number of U.S. tax return with which the Forms 5471 were or will be filed: 75-1837454 IRS Service Center where U.S. tax return was or will be filed: E-filed
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Baylor Scott & White Holdings
 
Employer identification number

46-3130985
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BSWMG LLC
301 N Washington Avenue
Dallas,TX75246
 Governing body of wholly owned physician practices (no operations) TX 0 0 Baylor Scott & White Holdings
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)All Saints Health Foundation
301 N Washington Avenue

Dallas,TX75246
75-1947007 		Fundraising TX 501(c)(3) Line 7 Baylor All Saints Medical Center
 
Yes
 
(2)Baylor All Saints Medical Center
301 N Washington Avenue

Dallas,TX75246
75-1008430 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(3)Baylor Health Care System
301 N Washington Avenue

Dallas,TX75246
75-1812652 		Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings
 
Yes
 
(4)Baylor Health Care System Employee Benefit Trust
301 N Washington Avenue

Dallas,TX75246
75-1848557 		VEBA TX 501(c)(9)   Baylor Health Care System
 
Yes
 
(5)Baylor Health Care System Foundation
301 N Washington Avenue

Dallas,TX75246
75-1606705 		Fundraising TX 501(c)(3) Line 7 Baylor Health Care System
 
Yes
 
(6)Baylor Institute for Rehabilitation at Gaston Episcopal Hosp
301 N Washington Avenue

Dallas,TX75246
75-1037226 		Rehabilitation Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(7)Baylor Medical Center at Carrollton
301 N Washington Avenue

Dallas,TX75246
45-4510252 		Former Hospital/Wind Down TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(8)Baylor Medical Center at Irving
301 N Washington Avenue

Dallas,TX75246
75-2586857 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(9)Baylor Medical Center at Waxahachie
301 N Washington Avenue

Dallas,TX75246
75-1844139 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(10)Baylor Scott & White Medical Centers-Greater North Texas
301 N Washington Avenue

Dallas,TX75246
75-1037591 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(11)Baylor Regional Medical Center at Grapevine
301 N Washington Avenue

Dallas,TX75246
75-1777119 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(12)Baylor Regional Medical Center at Plano
301 N Washington Avenue

Dallas,TX75246
82-0551704 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(13)Baylor Research Institute
301 N Washington Avenue

Dallas,TX75246
75-1921898 		Research TX 501(c)(3) Line 4 Baylor Health Care System
 
Yes
 
(14)Baylor Scott & White Health
301 N Washington Avenue

Dallas,TX75246
46-3131350 		Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings
 
Yes
 
(15)Baylor University Medical Center
301 N Washington Avenue

Dallas,TX75246
75-1837454 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(16)HealthTexas Provider Network
301 N Washington Avenue

Dallas,TX75246
75-2536818 		Physician Services TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(17)Hillcrest Baptist Medical Center
301 N Washington Avenue

Dallas,TX75246
74-1161944 		Hospital TX 501(c)(3) Line 3 Scott & White Memorial Hospital
 
Yes
 
(18)Hillcrest Family Health Center
301 N Washington Avenue

Dallas,TX75246
74-2730350 		Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center
 
Yes
 
(19)Hillcrest Physician Services
301 N Washington Avenue

Dallas,TX75246
74-2967081 		Physician Services TX 501(c)(3) Line 12a, I Hillcrest Baptist Medical Center
 
Yes
 
(20)Irving Healthcare Foundation
301 N Washington Avenue

Dallas,TX75246
75-1570933 		Fundraising TX 501(c)(3) Line 7 Baylor Medical Center at Irving
 
Yes
 
(21)Scott & White Clinic
301 N Washington Avenue

Dallas,TX75246
74-2958277 		Physician Services TX 501(c)(3) Line 10 Scott & White Healthcare
 
Yes
 
(22)Scott & White Continuing Care Hospital
301 N Washington Avenue

Dallas,TX75246
20-2850920 		Long Term Acute Care Hospital TX 501(c)(3) Line 3 Scott & White Healthcare
 
Yes
 
(23)Scott & White EMS Inc
301 N Washington Avenue

Dallas,TX75246
75-3242749 		Emergency Transport TX 501(c)(3) Line 10 Scott & White Memorial Hospital
 
Yes
 
(24)Scott & White Foundation-Brenham
301 N Washington Avenue

Dallas,TX75246
74-2460815 		Fundraising TX 501(c)(3) Line 7 Scott & White Hospital-Brenham
 
Yes
 
(25)Scott and White Health Plan
301 N Washington Avenue

Dallas,TX75246
74-2052197 		HMO TX 501(c)(4)   Baylor Scott & White Holdings
 
Yes
 
(26)Scott & White Healthcare
301 N Washington Avenue

Dallas,TX75246
26-4532547 		Management Services TX 501(c)(3) Line 12b, II Baylor Scott & White Holdings
 
Yes
 
(27)Scott & White Healthcare Foundation
301 N Washington Avenue

Dallas,TX75246
27-3513154 		Fundraising TX 501(c)(3) Line 7 Scott & White Healthcare
 
Yes
 
(28)Scott & White Hospital-Brenham
301 N Washington Avenue

Dallas,TX75246
74-2519752 		Hospital TX 501(c)(3) Line 3 Scott & White Healthcare
 
Yes
 
(29)Scott & White Hospital-College Station
301 N Washington Avenue

Dallas,TX75246
27-4434451 		Hospital TX 501(c)(3) Line 3 Scott & White Healthcare
 
Yes
 
(30)Scott & White Hospital-Marble Falls
301 N Washington Avenue

Dallas,TX75246
46-4007700 		Hospital TX 501(c)(3) Line 3 Scott & White Healthcare
 
Yes
 
(31)Scott & White Hospital-Round Rock
301 N Washington Avenue

Dallas,TX75246
20-3749695 		Hospital TX 501(c)(3) Line 3 Scott & White Healthcare
 
Yes
 
(32)Scott & White Hospital-Taylor
301 N Washington Avenue

Dallas,TX75246
74-1595711 		Hospital TX 501(c)(3) Line 3 Scott & White Healthcare
 
Yes
 
(33)Scott & White Memorial Hospital
301 N Washington Avenue

Dallas,TX75246
74-1166904 		Hospital TX 501(c)(3) Line 3 Scott & White Healthcare
 
Yes
 
(34)Southern Sector Health Initiative
301 N Washington Avenue

Dallas,TX75246
26-3087442 		Diabetes Health & Wellness Center TX 501(c)(3) Line 12a, I Baylor University Medical Center
 
Yes
 
(35)Baylor Scott & White Medical Centers-Capitol Area
301 N Washington Avenue

Dallas,TX75246
81-3040663 		Hospital TX 501(c)(3) Line 3 Baylor Scott & White Health
 
Yes
 
(36)Century Integrated Partners Inc
301 N Washington Avenue

Dallas,TX75246
81-0872075 		Physician Services/Emergency Care TX 501(c)(3) Line 3 Baylor University Medical Center
 
Yes
 
(37)Baylor Scott & White Medical Center - Centennial
301 N Washington Avenue

Dallas,TX75246
82-4052186 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
(38)Scott & White Care Plans
301 N Washington Avenue

Dallas,TX75246
82-2794853 		HMO TX 501(c)(4)   Scott and White Health Plan
 
Yes
 
(39)Lake Pointe Operating Company LLC
301 N Washington Avenue

Dallas,TX75246
26-0194016 		Hospital TX 501(c)(3) Line 3 Baylor Health Care System
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Arlington Ortho & Spine Hospital LLC

14201 Dallas Parkway
Dallas,TX75254
26-1578178 		Hospital TX N/A
         No     No  
(2) Baylor Affiliated Services LLC

301 N Washington Avenue
Dallas,TX75246
26-0614730 		Benefit Plans TX N/A
         No     No  
(3) Baylor Heart and Vascular Center LLP

301 N Washington Avenue
Dallas,TX75246
75-2834135 		Specialty Hospital TX N/A
         No     No  
(4) Baylor Surgicare at Granbury LLC

14201 Dallas Parkway
Dallas,TX75254
26-3896477 		Ambulatory Surgery Center TX N/A
         No     No  
(5) Baylor Surgicare at Mansfield LLC

14201 Dallas Parkway
Dallas,TX75254
27-1835675 		Ambulatory Surgery Center TX N/A
         No     No  
(6) Baylor Surgicare at Plano Parkway LLC

14201 Dallas Parkway
Dallas,TX75254
27-4282604 		Ambulatory Surgery Center TX N/A
         No     No  
(7) Baylor Surgicare at Plano LLC

14201 Dallas Parkway
Dallas,TX75254
26-0308454 		Ambulatory Surgery Center TX N/A
         No     No  
(8) Bellaire Outpatient Surgery Center LLP

14201 Dallas Parkway
Dallas,TX75254
56-2297308 		Ambulatory Surgery Center TX N/A
         No     No  
(9) BIR JV LLP

4714 Gettysburg Rd
Mechanicsburg,PA17055
27-4586141 		Rehabilitation Hospitals TX N/A
         No     No  
(10) BTDI JV LLP

1431 Perrone Way
Franklin,TN37069
46-2908086 		Outpatient Imaging Centers TX N/A
         No     No  
(11) Dallas Surgical Partners LLC

14201 Dallas Parkway
Dallas,TX75254
72-2183815 		Ambulatory Surgery Center TX N/A
         No     No  
(12) Denton Surgicare Partners Ltd

14201 Dallas Parkway
Dallas,TX75254
75-2708579 		Ambulatory Surgery Center TX N/A
         No     No  
(13) Desoto Surgicare Partners Ltd

14201 Dallas Parkway
Dallas,TX75254
75-2592508 		Ambulatory Surgery Center TX N/A
         No     No  
(14) EBD JV LLP

8686 New Trails Dr Suite 100
The Woodlands,TX77381
45-5434614 		Free Standing Emergency Hospitals TX N/A
         No     No  
(15) Frisco Medical Center LLP

14201 Dallas Parkway
Dallas,TX75254
75-2865177 		Hospital TX N/A
         No     No  
(16) Ft Worth Surgicare Partners Ltd

14201 Dallas Parkway
Dallas,TX75254
75-2658178 		Hospital TX N/A
         No     No  
(17) Garland Surgicare Partners Ltd

14201 Dallas Parkway
Dallas,TX75254
75-2764855 		Ambulatory Surgery Center TX N/A
         No     No  
(18) Grapevine Surgicare Partners Ltd

14201 Dallas Parkway
Dallas,TX75254
75-2854711 		Ambulatory Surgery Center TX N/A
         No     No  
(19) HealthTexas Provider Network-Gastro Serv LLP

301 N Washington Avenue
Dallas,TX75246
73-1697736 		Ambulatory Surgery Center TX N/A
         No     No  
(20) Heritage Park Surgical Hospital LLC

14201 Dallas Parkway
Dallas,TX75254
61-1762781 		Hospital TX N/A
         No     No  
(21) Irving Coppell Surgical Hospital LLP

14201 Dallas Parkway
Dallas,TX75254
54-2086863 		Hospital TX N/A
         No     No  
(22) Lone Star Endoscopy Center LLC

14201 Dallas Parkway
Dallas,TX75254
27-3635726 		Ambulatory Surgery Center TX N/A
         No     No  
(23) MEDCO Construction LLC

301 N Washington Avenue
Dallas,TX75246
20-5965871 		Inactive TX N/A
         No     No  
(24) Metrocrest Surgery Center LP

14201 Dallas Parkway
Dallas,TX75254
03-0380493 		Ambulatory Surgery Center TX N/A
         No     No  
(25) MSH Partners LLC

14201 Dallas Parkway
Dallas,TX75254
75-2829613 		Hospital TX N/A
         No     No  
(26) North Central Surgical Center LLP

14201 Dallas Parkway
Dallas,TX75254
20-1508140 		Hospital TX N/A
         No     No  
(27) North Garland Surgery Center LLP

14201 Dallas Parkway
Dallas,TX75254
56-2399993 		Ambulatory Surgery Center TX N/A
         No     No  
(28) Park Cities Surgery Center LLC

14201 Dallas Parkway
Dallas,TX75254
56-2357079 		Ambulatory Surgery Center TX N/A
         No     No  
(29) Physicians Surgical Center of Ft Worth LLP

14201 Dallas Parkway
Dallas,TX75254
20-8303422 		Ambulatory Surgery Center TX N/A
         No     No  
(30) Rockwall Ambulatory Surgery Center LLP

14201 Dallas Parkway
Dallas,TX75254
20-5506447 		Ambulatory Surgery Center TX N/A
         No     No  
(31) Surgery Center of Richardson Phys Pship LP

14201 Dallas Parkway
Dallas,TX75254
20-0606781 		Inactive TX N/A
         No     No  
(32) Texas Endoscopy Centers LLC

14201 Dallas Parkway
Dallas,TX75254
47-0985876 		Ambulatory Surgery Center TX N/A
         No     No  
(33) Texas Health Ventures Group LLC

14201 Dallas Parkway
Dallas,TX75254
75-2696845 		Holds interests in ASCs/ Short Stay Hospitals TX N/A
         No     No  
(34) Texas Heart Hospital of the Southwest LLP

301 N Washington Avenue
Dallas,TX75246
41-2101361 		Specialty Hospital TX N/A
         No     No  
(35) THVG Bariatric LLC

14201 Dallas Parkway
Dallas,TX75254
38-3894636 		Holds interests in Ambulatory Surgery Centers TX N/A
         No     No  
(36) Trophy Club Medical Center LP

14201 Dallas Parkway
Dallas,TX75254
48-1260190 		Hospital TX N/A
         No     No  
(37) Tuscan Surgery Center at Las Colinas LLC

14201 Dallas Parkway
Dallas,TX75254
27-3578014 		Ambulatory Surgery Center TX N/A
         No     No  
(38) University Surgical Partners of Dallas LLP

14201 Dallas Parkway
Dallas,TX75254
55-0823809 		Ambulatory Surgery Center TX N/A
         No     No  
(39) Baylor Surgicare at North Dallas LLC

14201 Dallas Parkway
Dallas,TX75254
75-2900902 		Ambulatory Surgery Center TX N/A
         No     No  
(40) BT East Dallas JV LLP

301 N Washington Avenue
Dallas,TX75246
47-5119983 		Former Hospital/Wind Down TX N/A
         No     No  
(41) BT Garland JV LLP

301 N Washington Avenue
Dallas,TX75246
47-5009342 		Former Hospital/Wind Down TX N/A
         No     No  
(42) Blue Stone JV LLP

1431 Perrone Way
Franklin,TN37069
47-4798129 		Outpatient Imaging Centers TX N/A
         No     No  
(43) Baylor Surgicare at Baylor Plano LLC

14201 Dallas Parkway
Dallas,TX75254
81-3127185 		Ambulatory Surgery Center TX N/A
         No     No  
(44) Blue Stone Frisco JV LLP

1431 Perrone Way
Franklin,TN37069
81-2480586 		Outpatient Imaging Centers TX N/A
         No     No  
(45) Centennial ASC LLC

14201 Dallas Parkway
Dallas,TX75254
35-2199232 		Ambulatory Surgery Center TX N/A
         No     No  
(46) Texas Regional Medical Center LLC

14201 Dallas Parkway
Dallas,TX75254
51-0570864 		Hospital TX N/A
         No     No  
(47) Texas Spine and Joint Hospital LLC

14201 Dallas Parkway
Dallas,TX75254
75-2951355 		Hospital TX N/A
         No     No  
(48) Baylor Surgicare at Blue Star LLC

14201 Dallas Parkway
Dallas,TX75254
81-4638201 		Ambulatory Surgery Center TX N/A
         No     No  
(49) SurgCenter of Plano LLC

14201 Dallas Parkway
Dallas,TX75254
46-2873916 		Ambulatory Surgery Center TX N/A
         No     No  
(50) Bear Creek Surgery Center LLC

14201 Dallas Parkway
Dallas,TX75254
46-5530768 		Ambulatory Surgery Center TX N/A
         No     No  
(51) Gateway Diagnostic JV LLC

1431 Perrone Way
Franklin,TX37069
87-0891986 		Outpatient Imaging Centers TX N/A
         No     No  
(52) Baylor Scott & White Surgicare at Weatherford LLC

14201 Dallas Parkway
Dallas,TX75254
86-2430796 		Ambulatory Surgery Center TX N/A
         No     No  
(53) SurgCenter of Greater Dallas LLC

14201 Dallas Parkway
Dallas,TX75254
83-1498677 		Ambulatory Surgery Center TX N/A
         No     No  
(54) Oak Point Surgical Suites LLC

14201 Dallas Parkway
Dallas,TX75254
82-3437812 		Ambulatory Surgery Center TX N/A
         No     No  
(55) BSW Home Recovery Care LLC

49 Music Square West Ste 401
Nashville,TN37203
88-2913146 		Home Care Services TX N/A
         No     No  
(56) Sherman Endoscopy LLC

14201 Dallas Parkway
Dallas,TX75254
86-1402910 		Ambulatory Surgery Center TX N/A
         No     No  
(57) Baylor Scott & White Surgicare Waxahachie LLC

14201 Dallas Parkway
Dallas,TX75254
92-0758698 		Ambulatory Surgery Center TX N/A
         No     No  
(58) NextCare Texas JV LLC

2145 E Baseline Rd Ste 101
Tempe,AZ85283
93-1988423 		Urgent Care Centers TX N/A
         No     No  
(59) Cityview Surgery Center LLC

6551 Harris Pkwy Ste 100
Fort Worth,TX76132
11-3711239 		Ambulatory Surgery Center TX N/A
         No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Baylor All Saints Med Ctr at Ft Worth Condo Owners Assoc Inc

301 N Washington Avenue
Dallas,TX75246
26-1661900 		Condo Association TX N/A
 C       Yes  
(2) Baylor Scott & White Health Enterprises Inc

301 N Washington Avenue
Dallas,TX75246
75-1997378 		Pharmacy TX Baylor Scott & White Holdings
  		C 63,104,928 253,070,951 100.000 % Yes  
(3) Baylor Health Network Inc

301 N Washington Avenue
Dallas,TX75246
75-2463251 		Inactive TX N/A
 C       Yes  
(4) Baylor Med Ctr at Grapevine Condo Owners Association Inc

301 N Washington Avenue
Dallas,TX75246
75-2747555 		Condo Association TX N/A
 C       Yes  
(5) Baylor Quality Health Care Alliance LLC

301 N Washington Avenue
Dallas,TX75246
45-4015863 		ACO TX N/A
 C       Yes  
(6) Baylor Scott & White Assurance SPC

23 Lime Tree Bay
Grand Cayman    
CJ
98-0589956 		Investment CJ N/A
 C       Yes  
(7) BMP Incorporated

301 N Washington Avenue
Dallas,TX75246
75-1436779 		Post Office TX N/A
 C       Yes  
(8) BUMCRoberts Condominium Owners Association Inc

301 N Washington Avenue
Dallas,TX75246
75-2897806 		Condo Association TX N/A
 C       Yes  
(9) Charitable Lead Trusts (3)

 
 
Investment TX N/A
 T         No
(10) Charitable Remainder Trusts (48)

 
 
Investment TX N/A
 T         No
(11) Baylor Scott & White Insurance Company

301 N Washington Avenue
Temple,TX75246
74-3092083 		Insurance TX N/A
 C       Yes  
(12) SHA LLC

301 N Washington Avenue
Austin,TX75246
75-2569094 		HMO TX N/A
 C       Yes  
(13) Southwest Life & Health Insurance Company

301 N Washington Avenue
Austin,TX75246
75-1085046 		Insurance TX N/A
 C       Yes  
(14) APN

14201 Dallas Parkway
Dallas,TX75254
32-0416211 		Inactive TX N/A
 C       Yes  
(15) Spine & Joint Physician Associates

14201 Dallas Parkway
Dallas,TX75254
47-3135825 		Inactive TX N/A
 C       Yes  
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Scott & White Hospital - College Station

 A 6,817,938 GAAP
(2) Baylor Quality Health Care Alliance LLC

 A 245,193 GAAP
(3) Baylor Scott & White Medical Centers - Capitol Area

 A 6,369,358 GAAP
(4) Baylor Scott & White Health Enterprises Inc

 A 249,375 GAAP
(5) Hillcrest Baptist Medical Center

 A 871,798 GAAP
(6) Scott & White Clinic

 A 2,925,104 GAAP
(7) Scott & White Continuing Care Hospital

 A 593,635 GAAP
(8) Baylor Scott & White Health

 B 300,000,000 GAAP
(9) Baylor Scott & White Health Enterprises Inc

 B 165,000,000 GAAP
(10) Baylor Health Care System

 K 122,361 GAAP
(11) Baylor Scott & White Health

 L 47,946,575 GAAP
(12) Baylor Scott & White Health

 M 77,785 GAAP
(13) Baylor University Medical Center

 M 73,259 GAAP
(14) Baylor Scott & White Health

 R 99,758 GAAP
(15) Baylor Health Care System

 S 117,015,555 GAAP
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


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