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← SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC

Form 990 for tax year 2022

Filed by SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC.

Totals

Total revenue
$939,417
Total expenses
$667,199
Contributions and grants received
$936,371
Grants paid
$0
Program service revenue
$0
Investment income
$3,046
Other revenue
$0
Total assets, end of year
$7,072
Total liabilities, end of year
$666,225
Net assets or fund balances, end of year
-$659,153
Program services expenses (Part IX)
$667,199
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$667,199

Program services were 100.0% 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.

  • 1d · Related organizations

    $936,371

  • 3 · Investment income

    total $3,046 · excluded $3,046

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 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 $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $660,833 · program services $660,833 · management and general $0 · fundraising $0

  • 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 $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $4,500 · program services $4,500

  • 24a · Other expenses: MISCELLANEOUS

    total $1,866 · program services $1,866

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,413 · end of year $7,072

  • 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 $0 · end of year $0

  • 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 $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 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 $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $935,784 · end of year $666,225

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 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 $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$931,371 · end of year -$659,153

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

TO CREATE AN INTEGRATED HOSPITAL SYSTEM OPERATING IN THE DALLAS AREA TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES IT SERVES WITHOUT REGARD TO THEIR ABILITY TO PAY.

  • To facilitate the financial and clinical integration of Texas Health Presbyterian Hospital Dallas ("TH Dallas") and William P Clements, Jr University Hospital.

    Expenses $667,199

As filed on the 2022 return.

Listed in Part VII

  • Barclay E Berdan

    Trustee/Co-Chair

    Total calculated
    $3,806,117
    From this org
    $0
    From related orgs
    $3,378,414
    Other
    $427,703
    Hours/week
    0.12 + 50 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

  • Daniel Podolsky MD

    Trustee/Co-chair

    Total calculated
    $2,630,127
    From this org
    $0
    From related orgs
    $2,589,155
    Other
    $40,972
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,097,928 related
    Bonus
    $0 + $490,107 related
    Other
    $0 + $1,120 related
    Deferred
    $0 + $25,925 related
    Nontaxable benefits
    $0 + $15,047 related
    Filer's total
    $0 + $2,630,127 related

  • John Warner MD

    Trustee/SEO Term March 3/1/23

    Total calculated
    $2,196,947
    From this org
    $0
    From related orgs
    $2,150,136
    Other
    $46,811
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $903,227 related
    Bonus
    $0 + $875,716 related
    Other
    $0 + $371,193 related
    Deferred
    $0 + $25,925 related
    Nontaxable benefits
    $0 + $20,886 related
    Filer's total
    $0 + $2,196,947 related

  • Winjie Miao

    Trustee

    Total calculated
    $1,942,890
    From this org
    $0
    From related orgs
    $1,666,650
    Other
    $276,240
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $976,171 related
    Bonus
    $0 + $515,609 related
    Other
    $0 + $174,870 related
    Deferred
    $0 + $244,087 related
    Nontaxable benefits
    $0 + $32,153 related
    Filer's total
    $0 + $1,942,890 related

  • Rick McWhorter

    Secretary

    Total calculated
    $1,634,387
    From this org
    $0
    From related orgs
    $1,477,178
    Other
    $157,209
    Hours/week
    0.12 + 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

  • Shawn D Parsley DO

    Trustee

    Total calculated
    $1,402,375
    From this org
    $0
    From related orgs
    $1,151,813
    Other
    $250,562
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $664,879 related
    Bonus
    $0 + $354,584 related
    Other
    $0 + $132,350 related
    Deferred
    $0 + $190,622 related
    Nontaxable benefits
    $0 + $59,940 related
    Filer's total
    $0 + $1,402,375 related

  • W P Andrew Lee MD

    Trustee

    Total calculated
    $1,043,291
    From this org
    $0
    From related orgs
    $1,002,319
    Other
    $40,972
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $852,643 related
    Bonus
    $0 + $148,700 related
    Other
    $0 + $976 related
    Deferred
    $0 + $25,925 related
    Nontaxable benefits
    $0 + $15,047 related
    Filer's total
    $0 + $1,043,291 related

  • Holly Crawford

    Trustee

    Total calculated
    $958,973
    From this org
    $0
    From related orgs
    $918,001
    Other
    $40,972
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $674,687 related
    Bonus
    $0 + $176,500 related
    Other
    $0 + $66,814 related
    Deferred
    $0 + $25,925 related
    Nontaxable benefits
    $0 + $15,047 related
    Filer's total
    $0 + $958,973 related

  • Christopher Madden MD

    Trustee

    Total calculated
    $841,041
    From this org
    $0
    From related orgs
    $807,444
    Other
    $33,597
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $601,074 related
    Bonus
    $0 + $205,650 related
    Other
    $0 + $720 related
    Deferred
    $0 + $25,925 related
    Nontaxable benefits
    $0 + $7,672 related
    Filer's total
    $0 + $841,041 related

  • Gary Goldberg

    Former Officer

    Total calculated
    $641,395
    From this org
    $0
    From related orgs
    $537,460
    Other
    $103,935
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,804 related
    Bonus
    $0 + $139,806 related
    Other
    $0 + $51,850 related
    Deferred
    $0 + $50,493 related
    Nontaxable benefits
    $0 + $53,442 related
    Filer's total
    $0 + $641,395 related

  • Michael Serber

    Treasurer

    Total calculated
    $513,068
    From this org
    $0
    From related orgs
    $466,257
    Other
    $46,811
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,877 related
    Bonus
    $0 + $143,660 related
    Other
    $0 + $720 related
    Deferred
    $0 + $25,925 related
    Nontaxable benefits
    $0 + $20,886 related
    Filer's total
    $0 + $513,068 related

  • Stacy Cantu

    Secretary

    Total calculated
    $457,768
    From this org
    $0
    From related orgs
    $389,083
    Other
    $68,685
    Hours/week
    0.12 + 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

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

  • 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 4B - THR NonQualified Retirement Plan
UTSW employees do not participate in a supplemental non-qualified retirement plan. THR does have a supplemental non-qualified retirement plan available. 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 E Barclay 155,068 Rick McWhorter 39,816 Winjie Miao 52,361 Gary Goldberg 4,430 Shawn Parsley 23,200

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

No itemized grants to organizations 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.

  • Texas Health Biomedical Advancement Cent

    C Corp · Research · TX

    Directly controlled by na

  • Care N Care Insurance Company

    C Corp · Insurance · TX

    Directly controlled by NA

  • North Texas Primary Care Associates

    C Corp · Healthcare · TX

    Directly controlled by na

  • SW Health Resources Physician Network

    C Corp · Healthcare · TX

    Directly controlled by na

  • UT Southwestern Accountable Care Network

    C Corp · Healthcare · TX

    Directly controlled by na

  • SWHR Clinically Integrated Network

    C Corp · Healthcare · TX

    Directly controlled by na

  • Grace Indemnity Company SPC Ltd

    C Corp · Captive Insur · CJ

    Directly controlled by na

  • SW Health Resources ACO Alliance LLC

    C-Corp · Healthcare · TX

    Directly controlled by na

Provenance

Return type
form_990
Tax year
2022
Filed
8 January 2024
IRS schema version
2022v5.0
Source object
202420129349300102

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