Skip to content
Nonprofiteer
← TEXAS HEALTH HARRIS METHODIST HOSPITAL FORT WORTH

Form 990 for tax year 2022

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL FORT WORTH.

Totals

Total revenue
$1,060,327,895
Total expenses
$1,021,772,627
Contributions and grants received
$8,024,545
Grants paid
$420,670
Program service revenue
$1,045,026,534
Investment income
$114,494
Other revenue
$7,162,322
Total assets, end of year
$708,763,832
Total liabilities, end of year
$95,710,645
Net assets or fund balances, end of year
$613,053,187
Program services expenses (Part IX)
$867,769,124
Management and general expenses
$154,003,503
Fundraising expenses
$0
Program service expenses (Part III)
$867,769,124

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $840

  • 1d · Related organizations

    $4,594,849

  • 1e · Government grants (contributions)

    $3,428,856

  • 1g · Noncash contributions included above

    $2,650

  • 2a · Program service revenue: PATIENT REVENUE

    total $1,027,624,141 · related or exempt $1,027,624,141

  • 2b · Program service revenue: MEDICARE/MEDICAID ADJUSTMENT

    total $8,641,979 · related or exempt $8,641,979

  • 2c · Program service revenue: AFILLIATED SERVICE FEES

    total $4,655,044 · related or exempt $4,655,044

  • 2d · Program service revenue: JOINT VENTURE ACTIVITY

    total $2,273,977 · related or exempt $0 · unrelated business $2,273,977

  • 2e · Program service revenue: DSRIP REVENUE

    total $1,725,947 · related or exempt $1,725,947

  • 2f · All other program service revenue

    total $105,446 · related or exempt $105,446

  • 3 · Investment income

    total $44,726 · excluded $44,726

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $31,023 · unrelated business $16,489 · excluded $14,534

  • 6a · Gross rents

    real property $180,658 · personal property $7,480

  • 6b · Less rental expenses

    real property $28,823

  • 6c · Rental income or loss

    real property $151,835 · personal property $7,480

  • 6d · Net rental income or loss

    total $159,315 · related or exempt $7,480 · excluded $151,835

  • 7a · Gross sales of assets other than inventory

    other assets $585,595

  • 7b · Less cost or other basis and sales expenses

    other assets $515,827

  • 7c · Gain or loss

    other assets $69,768

  • 7d · Net gain or loss

    total $69,768 · excluded $69,768

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA

    total $4,349,376 · excluded $4,349,376

  • 11b · Other revenue: BUSINESS INTERRUPTION/OTHER INSURANCE

    total $719,905 · related or exempt $719,905

  • 11c · Other revenue: PARKING FEES

    total $643,486 · excluded $643,486

  • 11d · All other revenue

    total $1,259,217 · related or exempt $635,814 · unrelated business $461,982 · excluded $161,421

  • 11e · Other revenue, total

    $6,971,984

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $420,670 · program services $420,670

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $3,181,968 · management and general $3,181,968

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $368,954,975 · program services $367,090,174 · management and general $1,864,801

  • 8 · Pension plan contributions

    total $13,824,592 · program services $13,775,164 · management and general $49,428

  • 9 · Other employee benefits

    total $41,899,417 · program services $41,895,579 · management and general $3,838

  • 10 · Payroll taxes

    total $24,681,603 · program services $24,422,188 · management and general $259,415

  • 11a · Fees: management

    total $140,458,218 · management and general $140,458,218

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $109,724,352 · program services $107,089,932 · management and general $2,634,420

  • 12 · Advertising and promotion

    total $84,184 · program services $35,227 · management and general $48,957

  • 13 · Office expenses

    total $1,752,747 · program services $1,648,558 · management and general $104,189

  • 14 · Information technology

    total $3,312,045 · program services $2,968,033 · management and general $344,012

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $14,474,047 · program services $11,474,972 · management and general $2,999,075

  • 17 · Travel

    total $186,486 · program services $172,659 · management and general $13,827

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $177,478 · program services $135,183 · management and general $42,295

  • 20 · Interest

    total $10,285,457 · program services $10,285,457

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $40,617,876 · program services $40,110,787 · management and general $507,089

  • 23 · Insurance

    total $8,754,676 · program services $8,754,676

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $179,820,155 · program services $179,730,915 · management and general $89,240

  • 24b · Other expenses: UHRIP IGT

    total $25,688,468 · program services $25,688,468

  • 24c · Other expenses: LPPF ASSESSMENT

    total $7,617,168 · program services $7,617,168

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $7,348,920 · program services $7,263,440 · management and general $85,480

  • 24e · All other expenses

    total $18,507,125 · program services $17,189,874 · management and general $1,317,251

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$215,108 · end of year -$211,358

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $159,513,365 · end of year $178,845,779

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $615,547 · end of year $905,522

  • 8 · Inventories for sale or use

    beginning of year $16,786,240 · end of year $17,429,268

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,050,266 · end of year $2,681,977

  • 10a · Land, buildings and equipment: cost or other basis

    $972,765,955

  • 10b · Land, buildings and equipment: accumulated depreciation

    $465,024,425

  • 10c · Land, buildings and equipment, net

    beginning of year $470,006,254 · end of year $507,741,530

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $802,281

  • 14 · Intangible assets

    beginning of year $573,236 · end of year $524,836

  • 15 · Other assets

    beginning of year $103,677 · end of year $43,997

  • 17 · Accounts payable and accrued expenses

    beginning of year $96,273,947 · end of year $63,628,688

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $18,774,941 · end of year $26,975,888

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,041,949 · end of year $5,106,069

  • 27 · Net assets without donor restrictions

    beginning of year $528,342,640 · end of year $613,053,187

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

A FAITH-BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES IT SERVES REGARDLESS OF THEIR ABILITY TO PAY.

  • Texas Health Harris Methodist Hospital Fort Worth (THFW) is an 851 licensed bed, Level 1 Trauma Center, and 4th time Magnet-designated regional referral hospital that has served the residents of Tarrant and surrounding counties since 1930. Texas Health Fort Worth has been awarded Joint Commission DSC Certifications for Hip Fracture, Ortho-Trauma, Brain Tumor. Our hospital has received Joint Commission Advanced Certifications in Comprehensive Stroke, Advanced Palliative Care, Advanced Hip and Knee, and Advanced Spine services. THFW was the 1st hospital in the nation to receive Joint Commission certifications in both Neurotrauma and Primary Heart Attack. THFW has an academic affiliation with the Texas Christian University Burnett School of Medicine. In 2021 THFW launched Graduate Medical Education Residency programs for general surgery residents and added an internal medicine residency in 2022. THFW is NICHE Designated, CMS Accredited for Transplants. APTA certified for PT residency, and our hospital has been voted the Best Place to Have a Baby 25 years in a row by North Texas Child. THFW has more than 5000 employees, plus our medical staff of 1500 physicians which helps us to provide quality medical healthcare to everyone regardless of race, creed, sex, national origin, handicap, age, or ability to pay. Recognizing its mission to the community, our services are provided to both financially and medically indigent patients including those covered by governmental programs Medicare and Medicaid for reimbursement which does not always cover their cost of care b/c quality medical care is essential for everyone. Our hospital's services also include cardiothoracic, cardiovascular, orthopedics, sports medicine, high-risk and routine obstetrics / gynecology, and a Level III neonatal intensive care unit, and a 100-bed emergency room. THFW participates in the Faith Community Nursing (FCN) program which provides healthcare screenings, education, and family support to over 50 congregations in the DFW metroplex. THFW is part of a Child Automobile Safety Initiative whose mission strives to educate and raise community awareness about child safety. During the year, THFW had 237,328 patient days, 40,176 discharges, 176,802 outpatient encounters, 148,667 emergency room visits and 2,866 births.

    Expenses $867,769,124 · Grants $420,670 · Revenue $1,046,389,733

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

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
    0.64 + 49.36 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
    0.5 + 49.5 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
    0.5 + 49.5 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 + 49.5 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

  • DeLeonJoseph C

    President THFW

    Total calculated
    $831,501
    From this org
    $709,147
    From related orgs
    $0
    Other
    $122,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $425,090
    Bonus
    $207,998
    Other
    $76,059
    Deferred
    $62,226
    Nontaxable benefits
    $60,128
    Filer's total
    $831,501

  • 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

  • PapstAmy Lynn

    Chief Qual & Med Officer THFW

    Total calculated
    $549,850
    From this org
    $490,723
    From related orgs
    $0
    Other
    $59,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,593
    Bonus
    $100,000
    Other
    $44,130
    Deferred
    $14,234
    Nontaxable benefits
    $44,893
    Filer's total
    $549,850

  • WilsonCorey G

    VP & COO THFW

    Total calculated
    $491,145
    From this org
    $423,339
    From related orgs
    $0
    Other
    $67,806
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,436
    Bonus
    $97,972
    Other
    $34,931
    Deferred
    $22,014
    Nontaxable benefits
    $45,792
    Filer's total
    $491,145

  • MilandStephanie

    Grp Finan Offcr THFW-THAZ-THSH

    Total calculated
    $490,541
    From this org
    $422,682
    From related orgs
    $0
    Other
    $67,859
    Hours/week
    40

    Schedule J breakdown matched by us

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

  • PaiAjith

    Former Officer

    Total calculated
    $466,128
    From this org
    $0
    From related orgs
    $379,068
    Other
    $87,060
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,343 related
    Bonus
    $0 + $87,249 related
    Other
    $0 + $46,476 related
    Deferred
    $0 + $38,130 related
    Nontaxable benefits
    $0 + $48,930 related
    Filer's total
    $0 + $466,128 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

  • ChavezJennifer Lynn

    Chief Nursing Officer THFW

    Total calculated
    $453,621
    From this org
    $401,967
    From related orgs
    $0
    Other
    $51,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,455
    Bonus
    $80,062
    Other
    $41,450
    Deferred
    $32,830
    Nontaxable benefits
    $18,824
    Filer's total
    $453,621

  • DuaneTherese

    PGRM DIR GME CONTRACT PRN

    Total calculated
    $408,000
    From this org
    $408,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $408,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $408,000

  • HaileyAmy M

    VP Professional Svcs Offr THFW

    Total calculated
    $365,311
    From this org
    $309,286
    From related orgs
    $0
    Other
    $56,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,052
    Bonus
    $31,998
    Other
    $30,236
    Deferred
    $19,850
    Nontaxable benefits
    $36,175
    Filer's total
    $365,311

  • DrakeKirsten

    DIR NRSG MEDICAL SVCS

    Total calculated
    $363,163
    From this org
    $309,070
    From related orgs
    $0
    Other
    $54,093
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,491
    Bonus
    $29,146
    Other
    $131,433
    Deferred
    $13,912
    Nontaxable benefits
    $40,181
    Filer's total
    $363,163

  • MukaiGlenn Yukio

    PHARMACIST CLIN

    Total calculated
    $338,547
    From this org
    $273,383
    From related orgs
    $0
    Other
    $65,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,539
    Bonus
    $2,465
    Other
    $4,379
    Deferred
    $16,720
    Nontaxable benefits
    $48,444
    Filer's total
    $338,547

  • DeSioTerri Alice

    Former Officer

    Total calculated
    $327,004
    From this org
    $0
    From related orgs
    $268,956
    Other
    $58,048
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,175 related
    Bonus
    $0 + $26,224 related
    Other
    $0 + $9,557 related
    Deferred
    $0 + $17,212 related
    Nontaxable benefits
    $0 + $40,836 related
    Filer's total
    $0 + $327,004 related

  • BauerEric W

    DIR PHARMACY

    Total calculated
    $311,593
    From this org
    $273,139
    From related orgs
    $0
    Other
    $38,454
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,674
    Bonus
    $26,851
    Other
    $11,614
    Deferred
    $18,946
    Nontaxable benefits
    $19,508
    Filer's total
    $311,593

  • MorrowGinger

    ENTITY HR OFFICR THAZ/THFW/THS

    Total calculated
    $310,361
    From this org
    $259,507
    From related orgs
    $0
    Other
    $50,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,159
    Bonus
    $22,889
    Other
    $76,459
    Deferred
    $8,544
    Nontaxable benefits
    $42,310
    Filer's total
    $310,361

  • BerenzweigHarold Karl

    Former Officer

    Total calculated
    $186,125
    From this org
    $186,125
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 25 related

    Schedule J breakdown matched by us

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

  • BigginsLillie M

    Former Officer

    Total calculated
    $123,084
    From this org
    $0
    From related orgs
    $122,365
    Other
    $719
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $1,250 related
    Bonus
    $0 + $100 related
    Other
    $0 + $121,015 related
    Deferred
    $0 + $94 related
    Nontaxable benefits
    $0 + $625 related
    Filer's total
    $0 + $123,084 related

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $97,456
    From this org
    $0
    From related orgs
    $97,456
    Other
    $0
    Hours/week
    0.03 + 8.39 related

  • Stripling MD Dennis

    Immediate past chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Hunt Hunter

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Washington Bernice

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.03 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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.
Schedule J, Part I, Line 4A - Severance Pay
POSITION ELIMINATION THR'S separation pay plan provides payments to employees whose positions were eliminated by the organization. The separation pay is based on the employee's years of service and the level of the affected position. The employee listed qualified for severance based on an involuntary separation from service without a comparable position being open and available at the time of separation. Marrow,Ginger 46,996 SEVERANCE SETTLEMENT The settlement payment was paid out as part of a mutually agreed upon employment transition agreement that resulted in a separation of employment from THR. Drake,Kirsten 102,561
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 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 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 DeLeon,Joseph C. 20,963 Jackson,David W. 11,705 King,James Kirk 48,503 Kramer,Kenneth J. 46,912 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.

  • AMH Cath Labs LLC

    Hospital · TX

    Directly controlled by NA

  • Arlington Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Castle Hills Surgicare LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cleburne Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cross Timbers Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Denton Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Flower Mound Hospital Partners LLC

    Hospital · TX

    Directly controlled by NA

  • Fort Worth Endoscopy Centers LLC

    Endoscopy Center · TX

    Directly controlled by NA

  • Greenville Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Health Imaging Partners LLC

    Medical Imaging · TX

    Directly controlled by NA

  • Mansfield Endoscopy Center LLC

    Endoscopy · TX

    Directly controlled by NA

  • North Dallas Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Opthalmology Surgery Center of Dallas LL

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Park Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Physicians Medical Center LLC

    Hospital · TX

    Directly controlled by NA

  • Presbyterian Cancer Ctr-Dallas LLC

    Cancer Ctr · TX

    Directly controlled by NA

  • Rockwall Regional Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • South Arlington Surgical Providers LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Southlake Specialty Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • Surgical Caregivers of Fort Worth LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Craig Ranch Surgery Center

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Flower Mound Orthopedic Sur

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Huguley Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Orthopedic Surgery Center A

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allen

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allian

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Supply Chain Services LLC

    Purchasing Co · TX

    Directly controlled by NA

  • Texas Health Surgery Center Alliance LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Bedford LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Chisholm Tra

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Irving LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Preston Plaz

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Rockwall LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Southwest Fo

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Waxahachie

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Willow Park

    Inactive · TX

    Directly controlled by NA

  • Texas Institute for Surgery LLP

    Hospital · TX

    Directly controlled by NA

  • THR-STT Rockwall ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • THR-STT Southlake ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • USMD Hospital at Arlington LP

    Hospital · TX

    Directly controlled by NA

  • USMD Hospital at Fort Worth LP

    Hospital Closed · TX

    Directly controlled by NA

  • Walnut Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Willow Park Endoscopy Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Wilson Creek Surigcal Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Women's Specialty Surgery Center of Dall

    Amb Surg Ctr · TX

    Directly controlled by NA

Related corporations and trusts

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

  • Grace Indemnity Company SPC Ltd

    C Corp · Captive Insur · CJ

    Directly controlled by NA

  • Texas Health Biomedical Advancement Cent

    C Corp · Research · TX

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202303129349301960

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.