Baylor Scott & White Health (EIN 463131350) - 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

2022-07-01 to 2023-06-30

Baylor Scott & White Health, founded in 2013, is a large national nonprofit in the Health Care sector that reported $1.2B in total revenue in fiscal year 2022. Expenses of $1.4B exceeded revenue, resulting in a 17% operating deficit.

Mission

Faith based supporting organization providing services 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 (2022)

Revenue Breakdown

Contributions & Grants $4,684,530

Program Service Revenue $1,177,517,085

Investment Income $542,306

Other Revenue $26,831,594

TOTAL REVENUE $1,209,575,515

Expense Breakdown

Grants Paid $19,151,756

Salaries & Benefits $553,768,009

Fundraising Expenses $0

Program Expenses $1,354,188,703

Other Expenses $841,522,139

TOTAL EXPENSES $1,414,441,904

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,209,575,515	$1,225,874,416	0.0%
Expenses	$1,414,441,904	$1,320,517,117	+0.1%
Net Income	$-204,866,389	$-94,642,701	+1.2%

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

N/A

Employees

6211

Volunteers

N/A

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

$11,451,923

Total Directors

$10,558,304

Key Employees

$3,897,517

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter McCanna	Director/Chair/CEO	1.00	Officer Director	$0	$1,030,993	$5,087,328
Jennifer Mitzner	Director/Treasurer	1.00	Officer Director	$0	$389,890	$2,244,950
Julie Creamer	Director/Vice Chair/President	1.00	Officer Director	$0	$145,072	$2,041,540
Lisa L Havens	Dir/Sect/EVP Chief Legal Officer	40.00	Officer Director	$194,325	$209,217	$1,184,486
Robin W Watson MD	Chief Clinical Operations Officer	1.00	Officer	$0	$117,780	$893,619
Walter Peters MD	Chief Medical Officer	40.00	Key Emp	$1,272,006	$37,184	$1,309,190
Deanne Kindred	SVP CFO Hospitals & Clinics	40.00	Key Emp	$705,846	$181,950	$887,796
Angie Hutson	SVP Chief Accounting Officer	40.00	Key Emp	$626,569	$138,855	$765,424
Mark Williard	SVP Supply Chain	40.00	Key Emp	$672,213	$76,993	$749,206
Boriana Farias	VP Treasurer	40.00	Key Emp	$164,101	$21,800	$185,901
Brett Stauffer MD	SVP Chief Quality Officer	40.00	Highest	$1,115,284	$275,229	$1,390,513
Sarah Knodel	SVP Revenue Cycle	40.00	Highest	$793,028	$166,478	$959,506
Ronan Kelly MD	Medical Director	40.00	Highest	$795,658	$45,422	$841,080
Jeana O'Brien MD	SVP Chief Med Inf Officer	40.00	Highest	$705,702	$93,607	$799,309
Andrejs Avots-Avotins MD	VP Provider & Community Eng	40.00	Highest	$681,549	$37,885	$719,434
James Hinton	Former Officer	0.00		$0	$361,641	$5,704,628
Jennifer Brown	Former Officer	0.00		$0	$106,850	$1,293,582
Steven Newton	Former Key Employee	0.00		$0	$401,848	$1,997,227
Matthew Chambers	EVP Chief Information Officer	0.00		$0	$321,789	$1,702,288
Janice Walker	Former Key Employee	0.00		$0	$287,485	$1,320,178
John Huff	Former Highest Compensated	0.00		$853,535	$0	$853,535
James Pool	Former Highest Compensated	0.00		$843,534	$1,959	$845,493

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	$1,209,575,515	$1,414,441,904	$1,966,343,453	$-204,866,389
2022	$1,225,874,416	$1,320,517,117	$1,704,387,861	$-94,642,701
2021	$1,072,786,209	$1,285,500,802	$1,572,927,024	$-212,714,593
2020	$1,158,505,975	$1,294,913,206	$1,803,185,978	$-136,407,231
2019	$982,475,378	$999,670,144	$1,114,365,023	$-17,194,766
2018	$960,710,546	$984,548,852	$3,632,060,177	$-23,838,306

Baylor Scott & White Health