Scott and White Health Plan (EIN 742052197) - 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

1979

Legal Domicile

Principal Officer

Jeffrey C Ingrum

Phone

2148204135

Tax Period

2023-01-01 to 2023-12-31

Scott and White Health Plan, founded in 1979, is a large national nonprofit that reported $1.6B in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $1.6B left a modest 3% surplus.

Mission

Scott and White Health Plan, dba Baylor Scott & White Health Plan (SWHP), is part of Baylor Scott & White Health (BSWH). BSWH is a Texas nonprofit, faith-based organization that provides patient care, medical education, medical research and other community services to the residents of North and Central Texas.SWHP started operations in January 1982 as a nonprofit HMO making available a comprehensive health plan providing quality care with dignity and respect to its members.SWHP's service area, with its subsidiary health plans, encompasses 171 counties and provides coverage to more than 500,000 enrollees in North, Central and West Texas.SWHP continues to introduce new health benefit plans, technology and services to meet the needs of enrollees, employers, and the community. It currently offers individual and family plans, insured and self-funded plans for small and large employers, Medicare Advantage plans, and Medicaid plans.

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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 $1,619,744,091

Investment Income $12,636,448

Other Revenue $0

TOTAL REVENUE $1,632,380,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,691,570

Fundraising Expenses $0

Program Expenses $1,545,873,767

Other Expenses $1,490,863,586

TOTAL EXPENSES $1,577,555,156

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,632,380,539	$990,797,481	+0.6%
Expenses	$1,577,555,156	$994,856,191	+0.6%
Net Income	$54,825,383	$-4,058,710	-14.5%

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

1140

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

$7,990,177

Total Directors

$1,247,292

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert A Probe MD	Director/Vice Chair	1.00	Officer Director	$0	$30,601	$1,247,292
Lyndon L Olson Jr	Director/Chair	1.00	Officer Director	$0	$0	$0
Louis S Casey Jr	Director	1.00	Director	$0	$0	$0
Brandon S Fryar	Director	1.00	Director	$0	$0	$0
Carl King	Director	1.00	Director	$0	$0	$0
Terry Maness	Director	1.00	Director	$0	$0	$0
Steve R Youso	Director	1.00	Director	$0	$0	$0
Donald R Grobowsky	Director	1.00	Director	$0	$0	$0
Jeffrey Ingrum	President/CEO	40.00	Officer	$2,460,618	$432,719	$2,893,337
Swaminathan Ramalingam MD	SVP CMO	40.00	Officer	$762,379	$40,701	$803,080
Victor Richey	SVP COO	40.00	Officer	$1,305,284	$204,336	$1,509,620
Stephen Bush	Treasurer/SVP CFO	40.00	Officer	$811,986	$263,396	$1,075,382
Andrea DeBerry	Secretary	1.00	Officer	$0	$58,594	$461,466
Frank Luca	Mgr Sales Medicare	40.00	Highest	$336,266	$20,499	$356,765
Michael Cutroni	VP Finance Accounting HP	40.00	Highest	$312,358	$23,063	$335,421
Ellen Verzino	VP Pharmacy HP	40.00	Highest	$326,293	$47,719	$374,012
Elizabeth Lopez Cepero	VP Gov Programs	40.00	Highest	$377,685	$33,703	$411,388
Theresa Magellan	VP Health Services	40.00	Highest	$315,136	$15,742	$330,878
Jennifer Brown	Former Officer	0.00		$0	$0	$455,589

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	No data	No data	No data	No data
2023	$1,632,380,539	$1,577,555,156	$1,032,189,458	$54,825,383
2022	$990,797,481	$994,856,191	$700,408,744	$-4,058,710
2021	$819,696,357	$804,376,104	$666,008,689	$15,320,253
2020	$751,758,378	$612,333,558	$592,849,819	$139,424,820
2019	$663,122,969	$607,157,269	$453,258,697	$55,965,700
2018	$738,440,744	$714,589,985	$381,247,166	$23,850,759

Scott and White Health Plan