Baylor Scott & White Health Plan

Nonprofit profile at a glance

EIN
822794853
IRS 990 coverage
2018–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-N 2017
Location
Dallas, TX, US
Phone
844.633.5325
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$126,286,333
Expenses
$124,327,741
Assets
$109,912,092
Liabilities
$11,641,048

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • Jeffrey Ingrum (President/CEO (thru 12/21))
  • Patrick Gilligan (President/CEO (as of 12/17))

Highest reported compensation

  • Jennifer Mitzner (Director/Vice Chair (as of 7/1)): $4,765,519 total reported compensation
  • Jeffrey Ingrum (President/CEO (thru 12/21)): $2,102,126 total reported compensation
  • Stephen Bush (Treasurer): $1,175,252 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Quality care and affordable coverage. That’s our plan.

What it reported doing in 2024

See Schedule OSWCP makes available a variety of health benefit plans to employer groups, and it participates in government public programs to make coverage available to Medicare Advantage participants. SWCP, with its parent SWHP, has demonstrated a commitment to the health and well-being of not only its members but the community as a whole through a number of directed programs of varying purpose Some of these programs are designed to engage members in their own care or encourage a healthy lifestyle. Other programs offer support and help coordinate the delivery of care at the right place, the right time, and from the right provider, especially for those members with complex or chronic care issues. Finally, SWCP offers wellness programs designed to create wellness and awareness, identify social determinants of health and to benefit the entire community. A sampling of the programs that it offers to members and the community at large are: The Wellness Assessment: The Wellness Assessment is a free online tool available to members and the community. Through a series of questions concerning family health history, personal health history, substance abuse, stress/coping, physical activity and nutrition, an assessment is produced with advice to help that individual make healthier choices. Wondr: Wondr is a digital weight management and weight loss program available to members in commercial plans. The quarterly program is clinically proven to help members lose weight, sleep better, and stress less, while learning the science of health and nutrition. The goal is to enjoy the foods they love and manage their weight without counting calories. Expecting the Best, Maternity Case Management Program: SWHP has developed and offers its Expecting the Best Maternity Program. This program is offered to all members who are pregnant and provides health screening, education, care coordination, perinatal/postpartum depression interventions, and telephonic case management support, with the goal of helping to improve health outcomes for at-risk pregnant women and neonates.Comprehensive Medical and Behavioral Health Case Management Program: SWHP offers a comprehensive case management program to help members receive needed care, services, equipment, and medications. Licensed nurses and social workers work with members and their providers to help achieve desired health outcomes by assisting with care coordination and condition management. Case managers also assess members for possible social determinant of health barriers they may be experiencing and refer those individuals to community programs and resources. Employee Contributions: Employees of SWHP are encouraged to participate in community events sponsored by charitable organizations that help raise funds and awareness for social issues impacting the community. Examples include past community events that have been sponsored by the United Way, Food for Families, Central Texas Housing Coalition, Project Apple Tree, and March of Dimes.Faith in Action Initiatives: Our employees have consistently affirmed the organization's mission and ministry as an influential factor in their work. In addition, SWHP has consistently supported its employees' passions to help the community by providing opportunities to volunteer, and contribute to local drives and initiatives including: Food for Families, Project Apple Tree, and March of Dimes. Annual Day of Caring, Back to School Supply Drives, Emergency Response Disaster Relief (i.e. wildfires, tornados, hurricanes), Personal Hygiene items, etc.Involvement with Community Organizations: SWHP employees have associated and participate on or with community organization boards and coalitions. Past examples of charitable and community organizations that employees have worked with include but are not limited to, The United Way, Nurse-Family Partnership, Temple Community Clinic, Texas Healthy at Home, Texas Elder Justice Coalition, and the City of Temple Mayor's Council on Fitness.

Operating model

Revenue model
Earned-program. 97% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 67
  • Accountability: 75
  • Sustainability: 45
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.5%; rating input score 95
  • Program expense ratio: 95.4%; rating input score 95
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 57.1%; rating input score 57; 15th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 1.6%; rating input score 40; 40th percentile among comparable filings
  • Total-asset coverage ratio: 0.88; rating input score 35; 35th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 82; 82nd percentile among comparable filings
  • Officer compensation ratio: 2%; rating input score 55; 55th percentile among comparable filings

Growth

  • Program expense growth: 0.3% per year; rating input score 100; 8th percentile among comparable filings
  • Revenue growth: -1.9% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: 6.7% per year; rating input score 100; 49th percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 95.5% of revenue deployed · 95.4% of spending went to programs
  • Governance: 4 of 7 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $118.6M in reported program spending
  • Leadership: top reported pay $4.8M · 17 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $89.5M reported
  • Consistency: 19 of 19 current checks pass
  • Schedules: 4 filed schedules · includes executive pay and related organizations
  • Filing history: 6 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 111 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Independent voting board scored 57/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 40/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
  • Review — Sustainability: Officer compensation ratio scored 55/100.