SCOTT AND WHITE HEALTH PLAN Charity Report

Public IRS 990 nonprofit record

SCOTT AND WHITE HEALTH PLAN

EIN 74-2052197 · Health (General & Financing) (E80)

What they do

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.SWHPs Service Area, With Its Subsidiary Health Plans, Encompasses 171 Counties and Provides Coverage to More Than 530,000 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $98.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

92.59%of revenue went to mission work98.3% of expenses · Program services

$94.14spent for every $100 of revenueRevenue covered expenses this year.

1.56%of revenue went to management and office costs1.7% of expenses

$0.55in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $2,102,126 for JEFFREY INGRUM (PRESIDENT/CEO (THRU 12/21)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,198,117,315

Mission workProgram services$2,035,135,77292.59% of revenue98.3% of expenses

ManagementOffice and general costs$34,217,7651.56% of revenue1.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$128,763,7785.86% of revenueShown in gray on the chart

Total expenses$2,069,353,53794.14% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 98.3% mission · 1.7% management · 0.0% fundraisingTotal expenses: 94.14% of revenue

2023Expense mix: 98.0% mission · 2.0% management · 0.0% fundraisingTotal expenses: 96.64% of revenue

2022Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 100.41% of revenue

2021Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 98.13% of revenue

2020Expense mix: 97.5% mission · 2.5% management · 0.0% fundraisingTotal expenses: 81.45% of revenue

2019Expense mix: 97.5% mission · 2.5% management · 0.0% fundraisingTotal expenses: 91.56% of revenue

2018Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 96.77% of revenue

2017Expense mix: 97.3% mission · 2.7% management · 0.0% fundraisingTotal expenses: 99.05% of revenue

Money in and money out

Revenue$2,198,117,315

Expenses$2,069,353,537

Annual surplus $128,763,778 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,035,135,772 · 98.3% of expenses

Management and office costs$34,217,765 · 1.7% of expenses

See all reported dollar amounts

Revenue$2,198,117,315

Expenses$2,069,353,537

Assets$1,138,590,207

Income$2,339,314,254

Mission work (program services)$2,035,135,772

Management and general$34,217,765

Stocks and bonds$372,138,504

Accounting fees$581,791

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JEFFREY INGRUMPRESIDENT/CEO (THRU 12/21) · 40 hrs/week $2,102,126Base $1,625,968 · Other $476,158

JENNIFER MITZNERDIRECTOR/VICE CHAIR (AS OF 7/1) · 1 hrs/week $1,296,124Base · Other $1,296,124

STEPHEN BUSHTREASURER/SVP CFO · 40 hrs/week $1,175,252Base $880,470 · Other $294,782

VICTOR RICHEYSVP COO · 40 hrs/week $1,171,876Base $929,702 · Other $242,174

SWAMINATHAN RAMALINGAM MDSVP CMO · 40 hrs/week $826,399Base $783,158 · Other $43,241

ELIZABETH LOPEZ CEPEROSVP CHIEF GROWTH OFFICER HP · 40 hrs/week $639,025Base $530,988 · Other $108,037

JONATHAN LOWEDIR SALES & ACCOUNT MGMT · 40 hrs/week $405,236Base $363,651 · Other $41,585

TABITHA BIRDAGENT SALES REP INDIV/MEDICARE · 40 hrs/week $400,441Base $377,207 · Other $23,234

ELLEN VERZINOVP PHARMACY HP · 40 hrs/week $392,128Base $343,680 · Other $48,448

THERESA MAGELLANVP HEALTH SERVICES · 40 hrs/week $348,552Base $331,958 · Other $16,594

ANDREA DEBERRYSECRETARY/VP GENERAL COUNSEL · 1 hrs/week $64,118Base · Other $64,118

TIMOTHY BITTENBINDER MDDIRECTOR (AS OF 7/1) · 1 hrs/week $43,353Base · Other $43,353

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

JEFFREY INGRUMPRESIDENT/CEO (THRU 12/21)

JENNIFER MITZNERDIRECTOR/VICE CHAIR (AS OF 7/1)

STEPHEN BUSHTREASURER/SVP CFO

VICTOR RICHEYSVP COO

SWAMINATHAN RAMALINGAM MDSVP CMO

ELIZABETH LOPEZ CEPEROSVP CHIEF GROWTH OFFICER HP

JONATHAN LOWEDIR SALES & ACCOUNT MGMT

TABITHA BIRDAGENT SALES REP INDIV/MEDICARE

ELLEN VERZINOVP PHARMACY HP

THERESA MAGELLANVP HEALTH SERVICES

ANDREA DEBERRYSECRETARY/VP GENERAL COUNSEL

TIMOTHY BITTENBINDER MDDIRECTOR (AS OF 7/1)

MURALIDHAR JATLA MDDIRECTOR (AS OF 7/1)

ROBERT A PROBE MDDIRECTOR (THRU 6/30)

PATRICK GILLIGANPRESIDENT/CEO (AS OF 12/17)

STEVE R YOUSODIRECTOR

LYNDON L OLSON JRDIRECTOR/CHAIR (THRU 6/30)

LOUIS S CASEY JRDIRECTOR (THRU 6/8)

TERRY MANESSDIRECTOR/CHAIR (AS OF 7/1)

DONALD R GROBOWSKYDIRECTOR (THRU 6/8)

CARL KINGDIRECTOR

BRANDON S FRYARDIRECTOR

About this charity

Recognized since: January 1980
Location: 1206 WEST CAMPUS DR, TEMPLE, TX 76502-7124
County: Dallas
In care of: Stephen Bush
Primary officer: Stephen Bush, Chief Financial Officer

How to reach them

WebsiteVisit the charity’s website Phone(214) 820-4135 Officer phone(254) 298-3000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
NTEE classification: Health (General & Financing) (E80)
IRS tax category: Health (General & Financing)