Baylor Scott & White Medical Centers - Greater North Texas (EIN 751037591) - 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

1958

Legal Domicile

Principal Officer

Jerri Garison

Phone

2148204135

Tax Period

2024-07-01 to 2025-06-30

Baylor Scott & White Medical Centers - Greater North Texas, founded in 1958, is a major nonprofit in the Health Care sector that reported $400.3M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $81.8M, a strong 20% operating margin.

Mission

Faith based acute care hospital providing exemplary patient care, medical education, medical research and community service to McKinney, Texas and the surrounding communities.

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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 $4,611,135

Program Service Revenue $374,700,104

Investment Income $19,941,637

Other Revenue $1,042,897

TOTAL REVENUE $400,295,773

Expense Breakdown

Grants Paid $4,685,290

Salaries & Benefits $123,936,779

Fundraising Expenses $0

Program Expenses $277,554,480

Other Expenses $189,861,268

TOTAL EXPENSES $318,483,337

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,295,773	$354,771,436	+0.1%
Expenses	$318,483,337	$288,724,027	+0.1%
Net Income	$81,812,436	$66,047,409	+0.2%

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

Employees

1405

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

$3,065,187

Total Directors

$644,044

Key Employees

$3,642,835

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Wilson MD	Trustee	1.00	Director	$0	$61,857	$644,044
Harry Neil Dugger	Trustee/Chair	1.00	Officer Director	$0	$0	$0
Jeffrey Schmeltekopf	Trustee	1.00	Director	$0	$0	$0
Lisa Hultz	Trustee	1.00	Director	$0	$0	$0
Marissa Hernandez	Trustee/Vice Chair	1.00	Officer Director	$0	$0	$0
Pamela Linton	Trustee	1.00	Director	$0	$0	$0
Rodrick Robinson	Trustee	1.00	Director	$0	$0	$0
Timothy Owens	Trustee	1.00	Director	$0	$0	$0
Wendy Hermes JD	Trustee	1.00	Director	$0	$0	$0
Aaron Rowe	VP CFO - McKinney	40.00	Officer	$338,683	$30,509	$369,192
Grant Teegarden	Secretary	1.00	Officer	$0	$87,260	$706,957
Heather Jones	VP CFO - PGA (eff. 01/01/2025)	40.00	Officer	$0	$22,758	$314,247
Jerri Garison	President/CEO	1.00	Officer	$0	$41,073	$1,674,791
Brian Lauer	VP COO-McKinney	40.00	Key Emp	$259,596	$37,837	$297,433
Christin Timmons	VP CNO- PGA (eff. 01/01/2025)	40.00	Key Emp	$0	$29,677	$324,069
Eric Beshires MD	Chief Medical Officer - PGA	40.00	Key Emp	$0	$51,327	$511,899
Jacob Gebhart	President BSWMC -PGA(eff. 01/13/25)	40.00	Key Emp	$0	$87,555	$865,799
Jeffrey Kerr MD	Chief Medical Officer - McKinney	40.00	Key Emp	$466,239	$54,674	$520,913
Tim Bowen	President McKinney	40.00	Key Emp	$669,358	$98,277	$767,635
Trang Nguyen	VP CNO-McKinney	40.00	Key Emp	$311,865	$43,222	$355,087
Ami Patel	Dir Strategic Initiatives	40.00	Highest	$110,816	$37,437	$232,134
Grace Poon	Dir Pharmacy	40.00	Highest	$255,034	$32,356	$287,390
Jennifer Wolfe-Pearce	Dir Clinical Informatics	40.00	Highest	$200,756	$22,186	$222,942
Nicole Hodges	Director Nursing	40.00	Highest	$213,888	$21,230	$235,118
Susan Karoll	Dir HIM Operations	40.00	Highest	$194,432	$26,017	$220,449
Dan Rich	Former Officer	0.00		$0	$43,280	$577,288
Kyle Armstrong	Former Officer	0.00		$0	$149,088	$1,688,142

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	$400,295,773	$318,483,337	$534,919,601	$81,812,436
2024	No data	No data	No data	No data
2023	$304,913,555	$254,042,079	$372,918,559	$50,871,476
2022	$286,956,355	$240,780,591	$331,819,314	$46,175,764
2021	$253,409,778	$193,164,638	$378,404,610	$60,245,140
2020	$214,565,654	$183,089,998	$300,530,473	$31,475,656
2019	$203,425,798	$167,293,632	$285,089,658	$36,132,166
2018	$166,806,644	$155,978,856	$250,224,834	$10,827,788

Baylor Scott & White Medical Centers - Greater North Texas