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Nonprofiteer
← TEXAS HEALTH HARRIS METHODIST HOSPITAL CLEBURNE

Form 990 for tax year 2022

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL CLEBURNE.

Totals

Total revenue
$82,131,395
Total expenses
$82,760,343
Contributions and grants received
$1,200,113
Grants paid
$167,251
Program service revenue
$80,527,332
Investment income
$29,940
Other revenue
$374,010
Total assets, end of year
$32,605,948
Total liabilities, end of year
$9,257,043
Net assets or fund balances, end of year
$23,348,905
Program services expenses (Part IX)
$70,434,925
Management and general expenses
$12,325,418
Fundraising expenses
$0
Program service expenses (Part III)
$70,434,925

Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BerdanBarclay E

    THR CEO/Trustee

    Total calculated
    $3,806,117
    From this org
    $0
    From related orgs
    $3,378,414
    Other
    $427,703
    Hours/week
    0.32 + 49.68 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,670,569 related
    Bonus
    $0 + $1,415,798 related
    Other
    $0 + $292,047 related
    Deferred
    $0 + $377,798 related
    Nontaxable benefits
    $0 + $49,905 related
    Filer's total
    $0 + $3,806,117 related

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,634,387
    From this org
    $0
    From related orgs
    $1,477,178
    Other
    $157,209
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $897,686 related
    Bonus
    $0 + $438,893 related
    Other
    $0 + $140,599 related
    Deferred
    $0 + $120,036 related
    Nontaxable benefits
    $0 + $37,173 related
    Filer's total
    $0 + $1,634,387 related

  • KingJames Kirk

    Former Officer

    Total calculated
    $1,500,786
    From this org
    $0
    From related orgs
    $1,251,353
    Other
    $249,433
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $720,897 related
    Bonus
    $0 + $389,996 related
    Other
    $0 + $140,460 related
    Deferred
    $0 + $200,333 related
    Nontaxable benefits
    $0 + $49,100 related
    Filer's total
    $0 + $1,500,786 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,330,841
    From this org
    $0
    From related orgs
    $1,190,704
    Other
    $140,137
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,629 related
    Bonus
    $0 + $372,552 related
    Other
    $0 + $134,523 related
    Deferred
    $0 + $101,290 related
    Nontaxable benefits
    $0 + $38,847 related
    Filer's total
    $0 + $1,330,841 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $653,618
    From this org
    $0
    From related orgs
    $524,017
    Other
    $129,601
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,809 related
    Bonus
    $0 + $143,198 related
    Other
    $0 + $47,010 related
    Deferred
    $0 + $91,723 related
    Nontaxable benefits
    $0 + $37,878 related
    Filer's total
    $0 + $653,618 related

  • LeuChristopher T

    President THC

    Total calculated
    $524,369
    From this org
    $179,034
    From related orgs
    $234,659
    Other
    $110,676
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $108,776 + $135,137 related
    Bonus
    $18,890 + $92,603 related
    Other
    $51,368 + $6,919 related
    Deferred
    $43,225 + $11,115 related
    Nontaxable benefits
    $25,720 + $30,616 related
    Filer's total
    $247,979 + $276,390 related

  • SchroederJennifer Ann

    Former Officer

    Total calculated
    $508,432
    From this org
    $0
    From related orgs
    $458,331
    Other
    $50,101
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,296 related
    Bonus
    $0 + $105,999 related
    Other
    $0 + $57,036 related
    Deferred
    $0 + $20,451 related
    Nontaxable benefits
    $0 + $29,650 related
    Filer's total
    $0 + $508,432 related

  • MilandStephanie

    Grp Fin Off THFW-THC-THAZ-THSH

    Total calculated
    $490,541
    From this org
    $0
    From related orgs
    $422,682
    Other
    $67,859
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,279 related
    Bonus
    $0 + $96,857 related
    Other
    $0 + $55,546 related
    Deferred
    $0 + $21,311 related
    Nontaxable benefits
    $0 + $46,548 related
    Filer's total
    $0 + $490,541 related

  • PaiAjith

    President THC Term July 2022

    Total calculated
    $466,127
    From this org
    $206,825
    From related orgs
    $172,243
    Other
    $87,059
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $121,719 + $123,624 related
    Bonus
    $77,907 + $9,342 related
    Other
    $7,199 + $39,277 related
    Deferred
    $10,039 + $28,091 related
    Nontaxable benefits
    $27,337 + $21,592 related
    Filer's total
    $244,201 + $221,926 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $457,768
    From this org
    $0
    From related orgs
    $389,083
    Other
    $68,685
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,180 related
    Bonus
    $0 + $87,682 related
    Other
    $0 + $32,221 related
    Deferred
    $0 + $17,369 related
    Nontaxable benefits
    $0 + $51,316 related
    Filer's total
    $0 + $457,768 related

  • BrockmanVicki Jo

    Chief Nursing Officer THC

    Total calculated
    $350,599
    From this org
    $280,863
    From related orgs
    $0
    Other
    $69,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,106
    Bonus
    $65,717
    Other
    $26,040
    Deferred
    $22,218
    Nontaxable benefits
    $47,518
    Filer's total
    $350,599

  • KOLBETSHARON

    Former Officer

    Total calculated
    $269,281
    From this org
    $0
    From related orgs
    $214,959
    Other
    $54,322
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,725 related
    Bonus
    $0 + $20,234 related
    Other
    $0
    Deferred
    $0 + $9,536 related
    Nontaxable benefits
    $0 + $44,786 related
    Filer's total
    $0 + $269,281 related

  • ClarkQuentin D

    DIR PHARMACY

    Total calculated
    $266,881
    From this org
    $220,829
    From related orgs
    $0
    Other
    $46,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,723
    Bonus
    $29,106
    Other
    $0
    Deferred
    $15,319
    Nontaxable benefits
    $30,733
    Filer's total
    $266,881

  • Okeke-ObiLorretta I

    RN II CHARGE

    Total calculated
    $262,671
    From this org
    $204,736
    From related orgs
    $0
    Other
    $57,935
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,667
    Bonus
    $18,320
    Other
    $5,749
    Deferred
    $14,660
    Nontaxable benefits
    $43,275
    Filer's total
    $262,671

  • WyattSean M

    DIR NRSG PERIOP

    Total calculated
    $251,777
    From this org
    $199,346
    From related orgs
    $0
    Other
    $52,431
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,833
    Bonus
    $19,275
    Other
    $7,238
    Deferred
    $13,740
    Nontaxable benefits
    $38,691
    Filer's total
    $251,777

  • WidmanKalin

    Former Officer

    Total calculated
    $244,245
    From this org
    $0
    From related orgs
    $205,452
    Other
    $38,793
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,446 related
    Bonus
    $0 + $20,826 related
    Other
    $0 + $6,180 related
    Deferred
    $0 + $11,269 related
    Nontaxable benefits
    $0 + $27,524 related
    Filer's total
    $0 + $244,245 related

  • BennerBarney J

    PHARMACIST CLIN

    Total calculated
    $228,829
    From this org
    $180,114
    From related orgs
    $0
    Other
    $48,715
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,250
    Bonus
    $2,190
    Other
    $5,674
    Deferred
    $13,778
    Nontaxable benefits
    $34,937
    Filer's total
    $228,829

  • KeeverMellanie

    DIR NRSG MED SURG/WOMENS

    Total calculated
    $228,475
    From this org
    $186,284
    From related orgs
    $0
    Other
    $42,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,036
    Bonus
    $19,688
    Other
    $5,560
    Deferred
    $12,932
    Nontaxable benefits
    $29,259
    Filer's total
    $228,475

  • BerenzweigHarold K

    Former Officer

    Total calculated
    $186,125
    From this org
    $0
    From related orgs
    $186,125
    Other
    $0
    Hours/week
    0 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,875 related
    Bonus
    $0 + $250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $186,125 related

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $97,456
    From this org
    $0
    From related orgs
    $97,456
    Other
    $0
    Hours/week
    0.02 + 8.4 related

  • Stripling MD Dennis

    Immediate past chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Hunt Hunter

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Washington Bernice

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A - DISCRETIONARY SPENDING ACCOUNT
Each executive at the vice president level and above receives a perk allowance and flexible benefit allowance which is included in the taxable compensation of the employee. The perk allowance covers costs such as business use of their personal vehicles in lieu of reimbursement for auto mileage. The flexible benefit allowance can be used to purchase executive benefits on an after-tax basis.
Schedule J, Part I, Line 3 - CEO Compensation
The organization relied on Texas Health Resources (THR), a related 501(c)(3) organization with centralized compensation professionals to use the following methods to establish the compensation of the organization's President. * The Governance committee (which includes independent persons) performs reviews and makes recommendations to the THR Board to approve the overall payment philosophy. * An Independent compensation consultant may be hired. * Compensation surveys or studies are utilized. * Board or Governance committee approves the executive compensation parameters within the executive compensation philosophy.
Sch J, Part I, Line 4b - Nonqualified Retirement Plan
Participation in the THR plans is made available to a select group of management and highly compensated employees who are providing services in key positions of management and/or responsibility and who are determined by the THR Board of Trustees. SERP: For the active restoration account (Account balances after 12/31/2009) SERP benefits vest while the participant is employed if the participant: * Reaches age 65 * Becomes disabled or dies, * Reaches the following years of service: 2 Years - 25%; 3 Years - 50%; 4 Years - 75% and 5 or more years - 100% Participants must be employed on Dec 1 to qualify for the current year's SERP Benefit unless separation is due to death, disability, retirement (Age 65) or early retirement (separation from service at or after age 55 with 75 years of combined age and service with the system.) SERP benefits are calculated each Dec 1. Vested balances are taxed to the employee and the net balances begin accruing earnings. Vested balances are paid in a cash lump sum within a 90-day period commencing on the earlier of death, disability, or separation from service. The deferred portion is included in Schedule J, Part II, column C. In frozen restoration accounts (account balances prior to 1/1/2010), the participant or beneficiary shall be taxed on his or her vested SERP benefits upon the earliest of: * Continued employment in THR until age 68 * Termination of employment for disability or death * Involuntary termination of employment without reasonable cause; or * Satisfying a 24 month non-compete period following his/her termination of employment. Payment follows the before mentioned events, except in the case of involuntary separation when the participant must wait 24 months to receive the previously taxed benefit. LTIP: The Long Term Incentive Plan covers 2, 3 or 4 years. Payouts are made over 2, 3, or 4 years after key performance goals are met. Benefits vest if they are employed at the end of the year the payout is made. Payments can also be made if separation is due to death, disability, retirement (Age 65) or early retirement (separation from service at or after age 55 with 75 years of combined age and service with the system.) In the case of retirement and early retirement, CEO approval must be obtained and a non-compete must be satisfied prior to the end of year payout. Retention: A retention agreement may be offered to an executive in a key position or based on succession planning needs of the system. The length of the retention period will be dependent upon the needs of the organization to retain the key executive. Payments are made within 2 months following the end of the retention period. Payouts to the following employees were made during the year for all the plans listed above. The amounts below are included in the amount reported on Sch J, Part II, Column B(iii) and Column (F). Berdan,Barclay E. 155,068 Brockman,Vicki Jo 6,540 Jackson,David W. 11,705 King,James Kirk 48,503 Kramer,Kenneth J. 46,912 Leu,Christopher T 13,203 McWhorter,Ricky E. 39,816 Pai,Ajith 4,506

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202323129349301237

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