Scott & White Healthcare

EIN: 264532547 501(c)(3) Philanthropy & Grantmaking

Dallas, TX

Total Revenue
$12,364,415
Total Expenses
$432,597,097
Total Assets
$1,159,294,516
Net Assets
$1,125,841,261
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
TX
Principal Officer
Jennifer Mitzner
Phone
2148204135
Tax Period
2022-07-01 to 2023-06-30

Scott & White Healthcare, founded in 2009, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $12.4M in total revenue in fiscal year 2022. Expenses of $432.6M exceeded revenue, resulting in a 3399% operating deficit.

Mission

Faith based supporting organization providing services to a network of clinics, acute care hospitals and related health care entities providing exemplary patient care, medical education, medical research and community service to residents of the Central Texas region.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $12,364,415
Other Revenue $0
TOTAL REVENUE $12,364,415

Expense Breakdown

Grants Paid $430,158,617
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $432,597,097
Other Expenses $2,438,480
TOTAL EXPENSES $432,597,097

Year-over-Year Comparison

2022 2021 Change
Revenue $12,364,415 $12,755,946 0.0%
Expenses $432,597,097 $345,639,311 +0.3%
Net Income $-420,232,682 $-332,883,365 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
17
Independent Members
10
Employees
N/A
Volunteers
11

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$6,783,836
Total Directors
19
$5,682,411
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mark Montgomery MD Trustee 1.00
Director
$0 $51,202 $933,282
Arundhati Rao MD PhD Trustee 1.00
Director
$0 $91,772 $905,305
Robin W Watson MD Trustee 1.00
Director
$0 $117,780 $893,619
Angel Caldera MD Trustee 1.00
Director
$0 $51,231 $736,061
Erin Bird MD Trustee (thru 6/2/2023) 1.00
Director
$0 $53,900 $679,692
Tresa McNeal MD Trustee 1.00
Director
$0 $41,031 $542,139
Dominic Lucia MD Trustee 1.00
Director
$0 $51,863 $527,747
Mark English MD Trustee 1.00
Director
$0 $48,794 $464,566
Thomas Burdett Trustee 1.00
Director
$0 $0 $0
Louis S Casey Jr Trustee 1.00
Director
$0 $0 $0
Bill DiGaetano Trustee 1.00
Director
$0 $0 $0
Morris E Foster Trustee 1.00
Director
$0 $0 $0
Donald R Grobowsky Trustee 1.00
Director
$0 $0 $0
Jim Kruse Trustee/Vice Chair 1.00
Officer Director
$0 $0 $0
Terry Maness Trustee 1.00
Director
$0 $0 $0
Drayton McLane III Trustee 1.00
Director
$0 $0 $0
William Rogers Trustee/Chair 1.00
Officer Director
$0 $0 $0
Nelda Trevino Trustee 1.00
Director
$0 $0 $0
Kenneth R Williams Trustee (thru 11/1/2022) 1.00
Director
$0 $0 $0
Patricia M Currie President/CEO (thru 1/18/2023) 1.00
Officer
$0 $37,966 $3,354,400
Jennifer Mitzner Treasurer 1.00
Officer
$0 $389,890 $2,244,950
Lisa L Havens Secretary 1.00
Officer
$0 $209,217 $1,184,486
Michael L Middleton MD Former Officer 0.00
$0 $51,442 $525,849
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $12,364,415 $432,597,097 $1,159,294,516 $-420,232,682
2022 $12,755,946 $345,639,311 $1,139,971,989 $-332,883,365
2021 $10,893,931 $255,593,862 $1,109,287,381 $-244,699,931
2020 $12,262,835 $261,253,718 $1,091,582,490 $-248,990,883
2019 $12,123,224 $251,164,177 $1,144,746,629 $-239,040,953
2018 $13,984,813 $335,463,560 $876,643,228 $-321,478,747
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