Baylor Medical Center at Carrollton

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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

2012

Legal Domicile

Principal Officer

Jerri Garison

Phone

2148204135

Tax Period

2023-07-01 to 2024-06-30

Baylor Medical Center at Carrollton, founded in 2012, is a micro nonprofit that reported $95K in total revenue in fiscal year 2023. Revenue fell 97% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.1M, a strong 2154% operating margin.

Mission

Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities.

Program Service Accomplishments

Program 1

Expenses: $-1,989,561 Revenue: $95,438

BSW Carrollton is affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient...

BSW Carrollton is affiliated with Baylor Scott & White Health (BSWH), a faith-based nationally acclaimed network of acute care hospitals and related health care entities providing quality patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas and one of the largest in the United States, BSWH was born from the 2013 combination of Baylor Health Care System and Scott & White Healthcare. Today, BSWH has over 1,300 patient access points including 52 hospitals, 632 specialty care clinics, 260 outpatient clinics, 164 primary care clinics, 29 pharmacies, 30 ambulatory surgery centers, 62 urgent care clinics, and more than 7,200 active physicians. The system also includes a state certified health maintenance organization, the Scott and White Health Plan and the Baylor Scott & White Quality Alliance accountable care organization both covering over 1,200,000 lives.Effective March 1, 2020, BSW Carrollton stopped operating as a licensed hospital and has ceased all operations as of June 30, 2024. BSW Carrollton distributed all remaining assets to a 501C(3) affiliate exempt from federal income tax.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $95,438

Investment Income $0

Other Revenue $0

TOTAL REVENUE $95,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $-1,989,561

Other Expenses $-1,960,760

TOTAL EXPENSES $-1,960,760

Year-over-Year Comparison

	2023	2022	Change
Revenue	$95,438	$3,395,926	-1.0%
Expenses	$-1,960,760	$-1,631,782	+0.2%
Net Income	$2,056,198	$5,027,708	-0.6%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$3,035,922

Total Directors

$1,152,662

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Wilson MD	Trustee	1.00	Director	$0	$45,189	$599,189
Paul Madeley MD	Trustee	1.00	Director	$0	$41,779	$553,473
Harry Neil Dugger	Trustee/Chair	1.00	Officer Director	$0	$0	$0
Vince Hawkins	Trustee	1.00	Director	$0	$0	$0
Wendy Hermes JD	Trustee	1.00	Director	$0	$0	$0
Marissa Hernandez	Trustee/Vice Chair	1.00	Officer Director	$0	$0	$0
Lisa Hultz	Trustee	1.00	Director	$0	$0	$0
J Kent Newsom	Trustee	1.00	Director	$0	$0	$0
Rodrick Robinson	Trustee	1.00	Director	$0	$0	$0
Jeffrey Schmeltekopf	Trustee	1.00	Director	$0	$0	$0
Jerri Garison	President/CEO	1.00	Officer	$0	$412,291	$1,878,274
Grant Teegarden	Secretary	1.00	Officer	$0	$81,438	$615,765
Dan Rich	VP CFO	1.00	Officer	$0	$42,075	$541,883
William Turner	Former Officer	0.00		$0	$229,344	$955,550
Barbara Vaughn	Former Key Employee	0.00		$0	$27,505	$361,729

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
2024	$95,438	$-1,960,760	No data	$2,056,198
2023	$3,395,926	$-1,631,782	$3,759,310	$5,027,708
2022	$650,371	$-4,527,436	$427,126	$5,177,807
2021	$1,776,412	$362,685	$49,824	$1,413,727
2020	$90,150,487	$106,286,445	$1,175,072	$-16,135,958
2019	$105,929,868	$102,374,346	$18,338,921	$3,555,522
2018	$118,135,462	$176,656,330	$17,618,291	$-58,520,868