Baylor Scott & White Holdings (EIN 463130985) - Form 990 Financial Analysis & Trantor Score

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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

2013

Legal Domicile

Principal Officer

Peter McCanna

Phone

2148204135

Tax Period

2024-07-01 to 2024-12-31

Baylor Scott & White Holdings, founded in 2013, is a mid-sized nonprofit in the Health Care sector that reported $35.4M in total revenue in fiscal year 2024. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $125.2M exceeded revenue, resulting in a 254% operating deficit.

Mission

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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $-132,254

Investment Income $35,539,577

Other Revenue $0

TOTAL REVENUE $35,407,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,776,573

Fundraising Expenses $0

Program Expenses $94,208,885

Other Expenses $95,455,745

TOTAL EXPENSES $125,232,318

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,407,323	$107,054,005	-0.7%
Expenses	$125,232,318	$157,035,704	-0.2%
Net Income	$-89,824,995	$-49,981,699	+0.8%

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

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

$26,161,128

Total Directors

$4,691,744

Key Employees

$23,218,425

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Timothy Bittenbinder MD	Trustee	3.00	Director	$0	$43,353	$1,168,834
F David Winter MD	Trustee	3.00	Director	$0	$98,742	$1,087,377
William L Rayburn MD	Trustee/Chair	3.00	Officer Director	$0	$43,245	$714,221
Amy Wilson MD	Trustee	3.00	Director	$0	$61,857	$644,044
Paul Madeley MD	Trustee	3.00	Director	$0	$84,270	$580,621
Tresa McNeal MD	Trustee	3.00	Director	$0	$32,460	$496,647
Robert Garriott	Trustee/Vice Chair	3.00	Officer Director	$0	$0	$0
Rafael Garza	Trustee	3.00	Director	$0	$0	$0
Johnita Jones	Trustee	3.00	Director	$0	$0	$0
Judge Ed Kinkeade	Trustee	3.00	Director	$0	$0	$0
Charlene Lake	Trustee	3.00	Director	$0	$0	$0
George McCleskey	Trustee	3.00	Director	$0	$0	$0
Ross McKnight	Trustee	3.00	Director	$0	$0	$0
Drayton McLane Jr	Trustee	3.00	Director	$0	$0	$0
Jim Turner	Trustee	3.00	Director	$0	$0	$0
David Walls	Trustee	3.00	Director	$0	$0	$0
Peter McCanna	CEO	40.00	Officer	$8,915,992	$2,751,490	$11,667,482
Julie Creamer	President	40.00	Officer	$4,073,098	$1,379,043	$5,452,141
Jennifer Mitzner	Teasurer/EVP Chief Financial Officer	40.00	Officer	$3,469,395	$1,296,124	$4,765,519
Lisa L Havens	Secretary/EVP Chief Legal Officer	40.00	Officer	$2,089,849	$717,780	$2,807,629
Karla Ramberger	EVP CNO	40.00	Officer	$644,591	$82,901	$754,136
Steven Newton	EVP Chief Delivery System Operations	40.00	Key Emp	$2,931,092	$756,820	$3,687,912
Alejandro Arroliga MD	EVP Chief Clinical Innov Officer	40.00	Key Emp	$2,620,998	$682,234	$3,303,232
Kristi Sherrill	EVP Chief Phil & CA Officer	40.00	Key Emp	$2,184,248	$429,421	$2,613,669
Nikhil Reddy	EVP Chief Product Officer	40.00	Key Emp	$1,853,100	$649,914	$2,503,014
Matthew Chambers	EVP Chief Information Officer	40.00	Key Emp	$1,827,408	$626,542	$2,453,950
Michael Sanborn	Chief Growth Officer	40.00	Key Emp	$1,812,199	$594,472	$2,406,671
Walter Peters MD	Chief Medical Officer	40.00	Key Emp	$1,816,967	$325,583	$2,142,550
Robin W Watson MD	EVP Chief Clinical Ops Officer	40.00	Key Emp	$1,549,263	$421,313	$1,970,576
Nikki Moll	EVP Chief Mtg & Comms Officer	40.00	Key Emp	$1,336,321	$477,020	$1,813,341
Cristi Lockett	EVP Chief HR Officer	40.00	Key Emp	$301,206	$22,304	$323,510
Lavone Arthur	Former Key Employee	0.00		$401,107	$0	$401,107
Patricia M Currie	Former Key Employee	0.00		$220,000	$0	$220,000

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	$35,407,323	$125,232,318	No data	$-89,824,995
2024	No data	No data	No data	No data
2023	$111,006,405	$156,436,351	$8,993,803,535	$-45,429,946
2022	$142,960,219	$148,899,595	$7,882,176,162	$-5,939,376
2021	$86,376,045	$139,625,208	$8,549,551,652	$-53,249,163
2020	$72,287,415	$130,328,893	$6,019,634,772	$-58,041,478
2019	$62,547,494	$193,250,106	$5,483,233,381	$-130,702,612
2018	$64,488,843	$163,610,536	$2,423,356,895	$-99,121,693

Baylor Scott & White Holdings