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← TEXAS HEALTH HARRIS METHODIST HOSPITAL SOUTHWEST FORT WORTH

Form 990 for tax year 2023

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL SOUTHWEST FORT WORTH.

Totals

Total revenue
$410,747,457
Total expenses
$351,650,789
Contributions and grants received
$1,942,354
Grants paid
$1,730,590
Program services expenses (Part IX)
$279,894,597
Management and general expenses
$71,756,192
Fundraising expenses
$0
Program service expenses (Part III)
$279,894,597

Program services were 79.6% 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
    $4,621,716
    From this org
    $0
    From related orgs
    $3,605,445
    Other
    $1,016,271
    Hours/week
    0.64 + 49.36 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,860,563 related
    Bonus
    $0 + $1,414,089 related
    Other
    $0 + $330,793 related
    Deferred
    $0 + $963,751 related
    Nontaxable benefits
    $0 + $52,520 related
    Filer's total
    $0 + $4,621,716 related

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,840,778
    From this org
    $0
    From related orgs
    $1,515,772
    Other
    $325,006
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $932,223 related
    Bonus
    $0 + $437,883 related
    Other
    $0 + $145,666 related
    Deferred
    $0 + $285,038 related
    Nontaxable benefits
    $0 + $39,968 related
    Filer's total
    $0 + $1,840,778 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,442,048
    From this org
    $0
    From related orgs
    $1,206,803
    Other
    $235,245
    Hours/week
    0.05 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,551 related
    Bonus
    $0 + $359,141 related
    Other
    $0 + $142,111 related
    Deferred
    $0 + $193,789 related
    Nontaxable benefits
    $0 + $41,456 related
    Filer's total
    $0 + $1,442,048 related

  • DeLeonJoseph C

    Former Officer

    Total calculated
    $863,251
    From this org
    $0
    From related orgs
    $704,680
    Other
    $158,571
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,653 related
    Bonus
    $0 + $175,559 related
    Other
    $0 + $80,468 related
    Deferred
    $0 + $101,563 related
    Nontaxable benefits
    $0 + $57,008 related
    Filer's total
    $0 + $863,251 related

  • TuckerRebecca D

    Former Officer

    Total calculated
    $810,787
    From this org
    $0
    From related orgs
    $634,720
    Other
    $176,067
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $433,437 related
    Bonus
    $0 + $142,623 related
    Other
    $0 + $58,660 related
    Deferred
    $0 + $126,197 related
    Nontaxable benefits
    $0 + $49,870 related
    Filer's total
    $0 + $810,787 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $680,985
    From this org
    $0
    From related orgs
    $515,108
    Other
    $165,877
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,305 related
    Bonus
    $0 + $117,613 related
    Other
    $0 + $49,190 related
    Deferred
    $0 + $125,200 related
    Nontaxable benefits
    $0 + $40,677 related
    Filer's total
    $0 + $680,985 related

  • MontgomeryGary Mark

    Chief Qual & Med Officer THSW

    Total calculated
    $659,375
    From this org
    $581,756
    From related orgs
    $0
    Other
    $77,619
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $417,065
    Bonus
    $120,662
    Other
    $44,029
    Deferred
    $24,750
    Nontaxable benefits
    $52,869
    Filer's total
    $659,375

  • PaiAjith

    President THSW

    Total calculated
    $543,012
    From this org
    $421,491
    From related orgs
    $0
    Other
    $121,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,160
    Bonus
    $86,666
    Other
    $43,665
    Deferred
    $70,990
    Nontaxable benefits
    $50,531
    Filer's total
    $543,012

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,238 related
    Bonus
    $0 + $41,945 related
    Other
    $0 + $33,005 related
    Deferred
    $0 + $17,934 related
    Nontaxable benefits
    $0 + $53,725 related
    Filer's total
    $0 + $424,847 related

  • HuntGretchen L

    CNO Term Sept 2023

    Total calculated
    $351,233
    From this org
    $307,950
    From related orgs
    $0
    Other
    $43,283
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,130
    Bonus
    $89,651
    Other
    $22,169
    Deferred
    $15,314
    Nontaxable benefits
    $27,969
    Filer's total
    $351,233

  • PriceMonica L

    Grp Finan Officer THSW-THC-THS

    Total calculated
    $336,328
    From this org
    $310,922
    From related orgs
    $0
    Other
    $25,406
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $245,007
    Bonus
    $35,702
    Other
    $30,213
    Deferred
    $15,422
    Nontaxable benefits
    $9,984
    Filer's total
    $336,328

  • GordonMarva Marie

    DIR SR PROF & SUPPRT SVCS THSW

    Total calculated
    $273,401
    From this org
    $223,596
    From related orgs
    $0
    Other
    $49,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,335
    Bonus
    $8,811
    Other
    $450
    Deferred
    $9,974
    Nontaxable benefits
    $39,831
    Filer's total
    $273,401

  • ChristensonSusan O

    SUPV NRSG

    Total calculated
    $270,495
    From this org
    $219,117
    From related orgs
    $0
    Other
    $51,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,200
    Bonus
    $6,022
    Other
    $6,895
    Deferred
    $11,422
    Nontaxable benefits
    $39,956
    Filer's total
    $270,495

  • WilliamsPhilip A

    PHARMACIST CLIN

    Total calculated
    $253,832
    From this org
    $204,389
    From related orgs
    $0
    Other
    $49,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,940
    Bonus
    $1,000
    Other
    $449
    Deferred
    $15,351
    Nontaxable benefits
    $34,092
    Filer's total
    $253,832

  • HernandoApril Joy Almiran

    SUPV NRSG

    Total calculated
    $248,226
    From this org
    $192,800
    From related orgs
    $0
    Other
    $55,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,350
    Bonus
    $5,012
    Other
    $4,438
    Deferred
    $12,168
    Nontaxable benefits
    $43,258
    Filer's total
    $248,226

  • WallaceGary D

    DIR NRSG EMERGENCY/NRSG OPS

    Total calculated
    $245,084
    From this org
    $196,877
    From related orgs
    $0
    Other
    $48,207
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,459
    Bonus
    $7,418
    Other
    $0
    Deferred
    $10,557
    Nontaxable benefits
    $37,650
    Filer's total
    $245,084

  • BerenzweigHarold Karl

    Former Officer

    Total calculated
    $166,694
    From this org
    $0
    From related orgs
    $166,694
    Other
    $0
    Hours/week
    0 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,444 related
    Bonus
    $0 + $250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $166,694 related

  • DonovanLori Jo

    Chief Nursing Officer THSW

    Total calculated
    $162,696
    From this org
    $106,385
    From related orgs
    $35,652
    Other
    $20,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,315 + $19,494 related
    Bonus
    $0
    Other
    $3,070 + $16,158 related
    Deferred
    $7,870 + $1,398 related
    Nontaxable benefits
    $9,900 + $1,491 related
    Filer's total
    $124,155 + $38,541 related

  • KirkhamBrett Daniel

    VP Professional Svcs Term 4/20

    Total calculated
    $129,085
    From this org
    $111,809
    From related orgs
    $0
    Other
    $17,276
    Hours/week
    40

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $76,638
    From this org
    $0
    From related orgs
    $76,638
    Other
    $0
    Hours/week
    0.03 + 8.39 related

  • Vigness MD Richard

    Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Hunt Hunter

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Wilder Jr Charles

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Braun JD Vianei Lopez

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Hum MD Lawrence

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Iruegas Javier

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 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 — 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 · Tax indemnification and gross-up payments
  • 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 1A - Gross Up Payments
Certain imputed income is grossed-up to include employment taxes paid on the listed person's behalf. All tax indemnification payments provided to the employees are included in the taxable compensation of the employee.
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 top executive officer who is responsible for the daily operations of the hospital. * 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. The President is a corporate officer providing oversight of the COO/CNO and whose compensation is paid and determined by THR.
Schedule 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 as determined by the THR Board of Trustees, who are providing services in a key position of management and responsibility. 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, or4 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 much be obtained and a non-compete must be satisfied prior to the end of the 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 1/2 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. 731,476 DeLeon,Joseph C. 77,394 Hunt,Gretchen L. 54,535 Jackson,David W. 53,142 Kramer,Kenneth J. 174,260 McWhorter,Ricky E. 197,608 Montgomery,Gary Mark 47,863 Pai,Ajith 35,776 Tucker,Rebecca D 54,881

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433179349300413

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