Scott & White Care Plans

EIN: 822794853 Human Services

Dallas, TX

Total Revenue
$147,425,574
Total Expenses
$148,705,996
Total Assets
$119,167,520
Net Assets
$93,510,229
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
TX
Principal Officer
Jeffrey C Ingrum
Phone
2148204135
Tax Period
2023-01-01 to 2023-12-31

Scott & White Care Plans, founded in 2016, is a major nonprofit in the Human Services sector that reported $147.4M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year.

Mission

Scott & White Care Plans, dba Baylor Scott & White Care Plan (SWCP), was created in 2016 as a Texas nonprofit HMO. Scott and White Health Plan (SWHP) is the sole member of SWCP. SWCP was formed with a social welfare purpose with the intent to offer Medicare Advantage and other Commercial HMO plans. Together with SWHP, SWCP's service area encompasses 171 counties and SWCP provides coverage to over 30,000 members in North, Central and West Texas.SWCP is part of Baylor Scott & White Health (BSWH), a Texas nonprofit, faith-based integrated health care delivery system that provides patient care, medical education, medical research and other community services to the residents of North and Central Texas. As the largest not-for-profit health care system in Texas BSWH has over 1,250 access points including 51 hospitals, 612 specialty care clinics, 261 outpatient clinics, 160 primary care clinics, 30 pharmacies, 31 ambulatory surgery centers, and over 7,100 active physicians.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $145,175,050
Investment Income $2,250,524
Other Revenue $0
TOTAL REVENUE $147,425,574

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $140,508,529
Other Expenses $148,705,996
TOTAL EXPENSES $148,705,996

Year-over-Year Comparison

2023 2022 Change
Revenue $147,425,574 $174,696,154 -0.2%
Expenses $148,705,996 $179,086,934 -0.2%
Net Income $-1,280,422 $-4,390,780 -0.7%
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

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Governance

Voting Members
8
Independent Members
7
Employees
N/A
Volunteers
7

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
$7,990,177
Total Directors
8
$1,247,292
Key Employees
0
$0
Highest Compensated
0
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
Donald R Grobowsky Director 1.00
Director
$0 $0 $0
Brandon S Fryar 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
Carl King Director 1.00
Director
$0 $0 $0
Jeffrey Ingrum President/CEO 1.00
Officer
$0 $432,719 $2,893,337
Swaminathan Ramalingam MD Chief Medical Officer 1.00
Officer
$0 $40,701 $803,080
Victor Richey Chief Operating Officer 1.00
Officer
$0 $204,336 $1,509,620
Stephen Bush Treasurer 1.00
Officer
$0 $263,396 $1,075,382
Andrea DeBerry Secretary 1.00
Officer
$0 $58,594 $461,466
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 $147,425,574 $148,705,996 $119,167,520 $-1,280,422
2022 $174,696,154 $179,086,934 $121,119,030 $-4,390,780
2021 $268,472,779 $266,955,430 $135,559,330 $1,517,349
2020 $312,690,445 $291,043,456 $137,706,612 $21,646,989
2019 $314,999,959 $279,324,458 $110,660,136 $35,675,501
2018 $628,372 No data $43,059,161 No data
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