Nonprofit · EIN 27-3513154
SCOTT & WHITE HEALTHCARE FOUNDATION
Tax-exempt · DALLAS, TX 75246
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $43,030,692 | $22,391,559 | $20,639,133 | $192,045,350 | $2,873,947 | $189,171,403 |
| June 30, 2024 | 990 | $25,899,145 | $18,486,184 | $7,412,961 | $168,845,668 | $2,956,253 | $165,889,415 |
| June 30, 2023 | 990 | $19,263,696 | $16,929,428 | $2,334,268 | $153,489,775 | $2,114,526 | $151,375,249 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $25,789,343
- Program service revenue
- $0
- Investment income
- $16,562,223
- Royalties
- $716,793
- Net gain from sales of assets
- $14,524,108
- Net income from fundraising events
- -$37,667
- Other revenue
- $679,126
Expenses
- Grants and similar amounts paid
- $17,792,325
- Compensation of officers, directors and key employees
- $397,777
- Other salaries and wages
- $2,267,498
- Salaries, compensation and benefits (total)
- $3,049,745
- Professional fundraising fees
- $0
- Accounting fees
- $38,673
- Travel
- $49,717
- Depreciation
- $83,935
- Program services (functional)
- $18,834,062
- Management and general (functional)
- $1,732,962
- Fundraising (functional)
- $1,824,535
Balance sheet and other
- Total assets, start of year
- $168,845,668
- Total assets, end of year
- $192,045,350
- Total liabilities, end of year
- $2,873,947
- Net assets, end of year
- $189,171,403
- Land, buildings and equipment
- $1,356,152
- Publicly traded securities
- $151,715,385
- Net assets without donor restrictions
- $33,339,932
- Net assets with donor restrictions
- $155,831,471
- Gross receipts
- $123,632,799
- Employees
- 23
- Volunteers
- 11
- Year formed
- 2010
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Robin W Watson MD | Director Trustee or director | 1 | $0 | $1,549,263 | $164,753 |
| Timothy Bittenbinder MD | Director Trustee or director | 1 | $0 | $1,125,481 | $43,353 |
| Arundhati Rao MD PhD | Director Trustee or director | 1 | $0 | $1,001,273 | $31,825 |
| Angel Caldera MD | Director Trustee or director | 1 | $0 | $866,882 | $66,134 |
| Mark Montgomery MD | Director Trustee or director | 1 | $0 | $874,262 | $31,000 |
| Andrejs Avots-Avotins MD | Director Trustee or director | 1 | $0 | $768,510 | $42,368 |
| Grant Teegarden | Secretary Officer | 1 | $0 | $619,697 | $87,260 |
| Dominic Lucia MD | Director Trustee or director | 1 | $0 | $518,967 | $45,626 |
| Amy Martin | Treasurer Officer | 1 | $0 | $423,050 | $77,661 |
| Tresa McNeal MD | Director Trustee or director | 1 | $0 | $464,187 | $32,460 |
| Aval-Na'Ree Green MD | Director Trustee or director | 1 | $0 | $417,404 | $49,991 |
| Muralidhar Jatla MD | Director Trustee or director | 1 | $0 | $358,002 | $42,788 |
| Lori Luppino | President/CEO Officer | 40 | $328,564 | $0 | $25,148 |
| Christopher Beck | Director Philanthropy Highest-paid employee | 40 | $212,787 | $0 | $37,442 |
| Ashley Castillo | Director Philanthropy Highest-paid employee | 40 | $186,080 | $0 | $26,393 |
14 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jeremy J Ksionda | Director Philanthropy Highest-paid employee | 40 | $156,587 | $34,762 |
| Kassi Horner | Director Philanthropy Highest-paid employee | 40 | $152,912 | $16,476 |
| Evelyn Herr | Director Philanthropy Highest-paid employee | 40 | $149,084 | $14,037 |
| Thomas Burdett | Director/Chair Trustee or director, Officer | 1 | $0 | $0 |
| Drayton McLane III | Director/Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mary Claire Culpepper | Director Trustee or director | 1 | $0 | $0 |
| Michelle Digaetano | Director Trustee or director | 1 | $0 | $0 |
| Morris E Foster | Director (Thru 1/23/25) Trustee or director | 1 | $0 | $0 |
| Donald R Grobowsky | Director Trustee or director | 1 | $0 | $0 |
| Ted W Hejl | Director Trustee or director | 1 | $0 | $0 |
| Sarah Miller | Director Trustee or director | 1 | $0 | $0 |
| Todd Moore | Director Trustee or director | 1 | $0 | $0 |
| William Rogers | Director Trustee or director | 1 | $0 | $0 |
| Jim Kruse | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Timothy Bittenbinder MD | Director Trustee or director | 1 | $0 | $1,828,443 | $43,091 |
| Robin W Watson MD | Director Trustee or director | 1 | $0 | $1,301,779 | $117,609 |
| Arundhati Rao MD PhD | Director Trustee or director | 1 | $0 | $1,063,348 | $30,477 |
| Mark Montgomery MD | Director Trustee or director | 1 | $0 | $860,243 | $54,586 |
| Angel Caldera MD | Director Trustee or director | 1 | $0 | $769,618 | $64,581 |
| Andrejs Avots-Avotins MD | Director Trustee or director | 1 | $0 | $724,273 | $40,371 |
| Grant Teegarden | Secretary Officer | 1 | $0 | $534,329 | $81,438 |
| Dominic Lucia MD | Director Trustee or director | 1 | $0 | $525,029 | $65,191 |
| Tresa McNeal MD | Director Trustee or director | 1 | $0 | $473,349 | $53,743 |
| Amy Martin | Treasurer Officer | 1 | $0 | $389,259 | $75,161 |
| Aval-Na'Ree Green MD | Director Trustee or director | 1 | $0 | $380,684 | $67,500 |
| Muralidhar Jatla MD | Director Trustee or director | 1 | $0 | $356,894 | $64,037 |
| Jana Sharpley | Former Officer Former | 0 | $324,367 | $0 | $0 |
| Lori Luppino | President Officer | 40 | $288,518 | $0 | $23,293 |
| Christopher Beck | Director Philanthropy Highest-paid employee | 40 | $203,061 | $0 | $35,074 |
| Ashley Castillo | Director Philanthropy Highest-paid employee | 40 | $174,736 | $0 | $25,535 |
| Jeremy J Ksionda | Director Philanthropy Highest-paid employee | 40 | $149,560 | $0 | $32,699 |
| Evelyn Herr | Director Philanthropy Highest-paid employee | 40 | $128,835 | $0 | $34,186 |
| Kassi Horner | Director Philanthropy Highest-paid employee | 40 | $138,476 | $0 | $16,049 |
| Thomas Burdett | Director/Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Louis S Casey Jr | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mary Claire Culpepper | Director Trustee or director | 1 | $0 | $0 | $0 |
| Michelle Digaetano | Director Trustee or director | 1 | $0 | $0 | $0 |
| Morris E Foster | Director Trustee or director | 1 | $0 | $0 | $0 |
| Donald R Grobowsky | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ted W Hejl | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jim Kruse | Director Trustee or director | 1 | $0 | $0 | $0 |
| Drayton McLane III | Director/Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| William Rogers | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Timothy Bittenbinder MD | Director Trustee or director | 1 | $0 | $901,870 | $131,732 |
| Mark Montgomery MD | Director Trustee or director | 1 | $0 | $882,080 | $51,202 |
| Arundhati Rao MD PhD | Director Trustee or director | 1 | $0 | $813,533 | $91,772 |
| Robin W Watson MD | Director Trustee or director | 1 | $0 | $775,839 | $117,780 |
| Angel Caldera MD | Director Trustee or director | 1 | $0 | $684,830 | $51,231 |
| Andrejs Avots-Avotins MD | Director Trustee or director | 1 | $0 | $681,549 | $37,885 |
| Erin Bird MD | Director (thru 6/2/2023) Trustee or director | 1 | $0 | $625,792 | $53,900 |
| Tresa McNeal MD | Director Trustee or director | 1 | $0 | $501,108 | $41,031 |
| Dominic Lucia MD | Director Trustee or director | 1 | $0 | $475,884 | $51,863 |
| Grant Teegarden | Secretary Officer | 1 | $0 | $411,146 | $71,455 |
| Jana Sharpley | Former Officer Former | 0 | $460,145 | $0 | $1,788 |
| Amy Martin | Treasurer Officer | 1 | $0 | $373,384 | $72,515 |
| Aval-Na'Ree Green MD | Director Trustee or director | 1 | $0 | $374,237 | $54,172 |
| Lori Luppino | President/CEO Officer | 40 | $174,654 | $0 | $19,113 |
| Christopher Beck | Director Philanthropy Highest-paid employee | 40 | $161,353 | $0 | $31,447 |
| Ashley Castillo | Director Philanthropy Highest-paid employee | 40 | $144,868 | $0 | $26,053 |
| Jeremy J Ksionda | Director Philanthropy Highest-paid employee | 40 | $137,820 | $0 | $31,143 |
| Evelyn Herr | Director Philanthropy Highest-paid employee | 40 | $116,670 | $0 | $30,910 |
| Kassi Horner | Director Philanthropy Highest-paid employee | 40 | $123,393 | $0 | $15,142 |
| Thomas Burdett | Director/Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Louis S Casey Jr | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mary Claire Culpepper | Director Trustee or director | 1 | $0 | $0 | $0 |
| Michelle Digaetano | Director Trustee or director | 1 | $0 | $0 | $0 |
| Morris E Foster | Director Trustee or director | 1 | $0 | $0 | $0 |
| Donald R Grobowsky | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ted W Hejl | Director Trustee or director | 1 | $0 | $0 | $0 |
| Carey Hobbs | Director (thru 10/31/2022) Trustee or director | 1 | $0 | $0 | $0 |
| Jim Kruse | Director Trustee or director | 1 | $0 | $0 | $0 |
| Drayton McLane III | Director/Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| James H Mills | Director Trustee or director | 1 | $0 | $0 | $0 |
| William Rogers | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 N WASHINGTON AVE, DALLAS, TX 75246-1754
- In care of
- % JOE C HORTON
- Principal officer (990 for 2024)
- Lori Luppino, 2401 S 31st Street, Temple, TX 76508
- Signed the 990
- Lori Luppino, President
- Phone
- (214) 820-4135
- Website
- ctxfoundation.bswhealth.com
Mission
To foster and support the activities and purposes of Baylor Scott & White Health (BSWH), to encourage broad-based public support of the healthcare system and its affiliated institutions, and to advance the medical objectives, including patient care, research, and educational and training programs.
Program accomplishments
- See Schedule OBaylor Scott & White Central Texas Foundation, a separately incorporated 501(c)(3) not-for-profit organization, raises awareness and philanthropic support for initiatives across Baylor Scott & White to enhance patient care and create healthier communities.Our generous donors are philanthropic partners who believe in Baylor Scott & White's mission, providing support to enhance specialty care services, improving access to primary care, and advancing medical technology through innovation.Significant support from the Foundation equips Baylor Scott & White Health to embrace new changes, continue to excel in the delivery of quality services to its patients, and develop new models of care to meet the needs of a growing population. Through the support of generous donors, the Foundation is helping Baylor Scott & White Health improve lives in central Texas and beyond in many tangible, lasting ways. During the fiscal year, the Foundation distributed more than $17 million for priority programs and initiatives across Baylor Scott & White Health.Expenses $18,834,062 · grants $17,792,325
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3513154
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $192,045,350
- Income (IRS master file)
- $123,632,799
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $43,030,692 | $22,391,559 | $192,045,350 | IRS |
| 990 | June 2024 | $25,899,145 | $18,486,184 | $168,845,668 | IRS |
| 990 | June 2023 | $19,263,696 | $16,929,428 | $153,489,775 | XML |
| 990 | June 2022 | $25,212,795 | $17,271,180 | $146,242,648 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3513154).
Questions about SCOTT & WHITE HEALTHCARE FOUNDATION
- What is the EIN of SCOTT & WHITE HEALTHCARE FOUNDATION?
- The employer identification number (EIN) of SCOTT & WHITE HEALTHCARE FOUNDATION is 27-3513154.
- Is SCOTT & WHITE HEALTHCARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SCOTT & WHITE HEALTHCARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SCOTT & WHITE HEALTHCARE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SCOTT & WHITE HEALTHCARE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCOTT & WHITE HEALTHCARE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SCOTT & WHITE HEALTHCARE FOUNDATION?
- The 990 for the year ended June 30, 2025 names Lori Luppino.
- Who are the officers and directors of SCOTT & WHITE HEALTHCARE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 29 people; 6 received compensation from the organization.
- How much revenue does SCOTT & WHITE HEALTHCARE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $43,030,692, expenses of $22,391,559 and total assets of $192,045,350 at year end.
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