Baylor Scott & White Medical Centers- Capitol Area (EIN 813040663) - 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

2016

Legal Domicile

Principal Officer

Jay Fox

Phone

2148204135

Tax Period

2023-07-01 to 2024-06-30

Baylor Scott & White Medical Centers- Capitol Area, founded in 2016, is a major nonprofit in the Health Care sector that reported $148.1M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $127.5M left a modest 14% surplus.

Mission

Faith based hospitals providing exemplary patient care, medical education, medical research and community service to the greater Austin, Texas metropolitan service area 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 (2023)

Revenue Breakdown

Contributions & Grants $19,734,162

Program Service Revenue $127,845,194

Investment Income $219,410

Other Revenue $263,137

TOTAL REVENUE $148,061,903

Expense Breakdown

Grants Paid $28,675

Salaries & Benefits $49,885,262

Fundraising Expenses $0

Program Expenses $106,363,273

Other Expenses $77,617,828

TOTAL EXPENSES $127,531,765

Year-over-Year Comparison

	2023	2022	Change
Revenue	$148,061,903	$114,171,620	+0.3%
Expenses	$127,531,765	$110,586,630	+0.2%
Net Income	$20,530,138	$3,584,990	+4.7%

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

621

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

$4,839,512

Total Directors

$5,270,684

Key Employees

$1,513,483

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Arundhati Rao MD PhD	Trustee	1.00	Director	$0	$30,477	$1,093,825
Mark Montgomery MD	Trustee	1.00	Director	$0	$54,586	$914,829
Angel Caldera MD	Trustee	1.00	Director	$0	$64,581	$834,199
Dominic Lucia MD	Trustee	1.00	Director	$0	$65,191	$590,220
Tresa McNeal MD	Trustee	1.00	Director	$0	$53,743	$527,092
Aval-Na'Ree Green MD	Trustee	1.00	Director	$0	$67,500	$448,184
Mark English MD	Trustee	1.00	Director	$0	$55,316	$441,404
Muralidhar Jatla MD	Trustee	1.00	Director	$0	$64,037	$420,931
Thomas Burdett	Trustee	1.00	Director	$0	$0	$0
Louis S Casey Jr	Trustee	1.00	Director	$0	$0	$0
Bill DiGaetano	Trustee	1.00	Director	$0	$0	$0
Morris E Foster	Trustee	1.00	Director	$0	$0	$0
Donald R Grobowsky	Trustee	1.00	Director	$0	$0	$0
Jim Kruse	Trustee/Vice Chair	1.00	Officer Director	$0	$0	$0
Andra Roth Liemandt	Trustee	1.00	Director	$0	$0	$0
Terry Maness	Trustee	1.00	Director	$0	$0	$0
Drayton McLane III	Trustee	1.00	Director	$0	$0	$0
William Rogers	Trustee/Chair	1.00	Officer Director	$0	$0	$0
Nelda Trevino	Trustee	1.00	Director	$0	$0	$0
Lisa L Havens	Secretary	1.00	Officer	$0	$451,684	$2,645,873
Jay Fox	President/CEO	1.00	Officer	$0	$377,582	$1,705,462
Jason Cole	VP CFO	1.00	Officer	$0	$45,254	$488,177
Ghassan Salman MD	Chief Medical Officer	1.00	Key Emp	$0	$80,154	$648,190
Sally Gillam	VP CNO	1.00	Key Emp	$0	$28,343	$402,165
Timothy Tarbell	VP Operations - Pflugerville	1.00	Key Emp	$0	$31,208	$236,093
Carey Gray	VP Patient Care - Pflugerville	40.00	Key Emp	$200,821	$26,214	$227,035
Jessie Everline	Director Operations	40.00	Highest	$215,945	$20,180	$236,125
Margaret Beren	Director Nursing	45.00	Highest	$199,255	$32,376	$231,631
Amelia Cline	RN	55.00	Highest	$187,052	$17,853	$204,905
Brandy Stagner	Director Nursing	40.00	Highest	$172,584	$27,861	$200,445
Dennis Jaojoco	RN	40.00	Highest	$164,539	$996	$165,535

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	$148,061,903	$127,531,765	$189,397,924	$20,530,138
2023	$114,171,620	$110,586,630	$164,637,240	$3,584,990
2022	$96,294,245	$97,887,005	$168,751,189	$-1,592,760
2021	$85,531,678	$82,986,642	$172,997,823	$2,545,036
2020	$66,720,206	$58,186,119	$178,107,301	$8,534,087
2019	$8,957,709	$16,418,370	$145,459,487	$-7,460,661
2018	No data	$284,989	$98,004,846	No data

Baylor Scott & White Medical Centers- Capitol Area