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← TEXAS HEALTH RECOVERY AND WELLNESS CENTER

Form 990 for tax year 2024

Filed by TEXAS HEALTH RECOVERY AND WELLNESS CENTER.

Totals

Total revenue
$4,254,110
Total expenses
$10,139,985
Contributions and grants received
$0
Grants paid
$1,000
Program service revenue
$4,217,332
Investment income
$0
Other revenue
$36,778
Total assets, end of year
$27,043,705
Total liabilities, end of year
$421,917
Net assets or fund balances, end of year
$26,621,788
Program services expenses (Part IX)
$6,279,397
Management and general expenses
$3,860,588
Fundraising expenses
$0
Program service expenses (Part III)
$6,279,397

Program services were 61.9% 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
    $5,590,405
    From this org
    $0
    From related orgs
    $4,340,945
    Other
    $1,249,460
    Hours/week
    0.33 + 49.67 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,141,472 related
    Bonus
    $0 + $1,829,962 related
    Other
    $0 + $369,511 related
    Deferred
    $0 + $1,195,301 related
    Nontaxable benefits
    $0 + $54,159 related
    Filer's total
    $0 + $5,590,405 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,617,416
    From this org
    $0
    From related orgs
    $1,346,110
    Other
    $271,306
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $749,605 related
    Bonus
    $0 + $447,361 related
    Other
    $0 + $149,144 related
    Deferred
    $0 + $228,611 related
    Nontaxable benefits
    $0 + $42,695 related
    Filer's total
    $0 + $1,617,416 related

  • CoxKathleen B

    President

    Total calculated
    $953,031
    From this org
    $0
    From related orgs
    $835,071
    Other
    $117,960
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,474 related
    Bonus
    $0 + $324,943 related
    Other
    $0 + $82,654 related
    Deferred
    $0 + $97,599 related
    Nontaxable benefits
    $0 + $20,361 related
    Filer's total
    $0 + $953,031 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $834,928
    From this org
    $0
    From related orgs
    $709,546
    Other
    $125,382
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,958 related
    Bonus
    $0 + $292,182 related
    Other
    $0 + $73,406 related
    Deferred
    $0 + $83,749 related
    Nontaxable benefits
    $0 + $41,633 related
    Filer's total
    $0 + $834,928 related

  • SchroederJennifer Ann

    Former Officer

    Total calculated
    $646,641
    From this org
    $0
    From related orgs
    $537,805
    Other
    $108,836
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,710 related
    Bonus
    $0 + $108,076 related
    Other
    $0 + $52,019 related
    Deferred
    $0 + $78,017 related
    Nontaxable benefits
    $0 + $30,819 related
    Filer's total
    $0 + $646,641 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $473,514
    From this org
    $0
    From related orgs
    $399,545
    Other
    $73,969
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,922 related
    Bonus
    $0 + $77,808 related
    Other
    $0 + $33,815 related
    Deferred
    $0 + $18,541 related
    Nontaxable benefits
    $0 + $55,428 related
    Filer's total
    $0 + $473,514 related

  • YatesJoseph Jeremy

    Former Officer

    Total calculated
    $236,561
    From this org
    $0
    From related orgs
    $205,336
    Other
    $31,225
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,068 related
    Bonus
    $0 + $9,112 related
    Other
    $0 + $25,156 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,225 related
    Filer's total
    $0 + $236,561 related

  • SchmockSarah A

    ADMN BH HLTH WLNS CTR

    Total calculated
    $180,173
    From this org
    $137,082
    From related orgs
    $0
    Other
    $43,091
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,958
    Bonus
    $3,637
    Other
    $15,487
    Deferred
    $7,490
    Nontaxable benefits
    $35,601
    Filer's total
    $180,173

  • HammerHolli Nicole

    DIR BH NRSG HLTH WLNS CTR

    Total calculated
    $176,570
    From this org
    $138,360
    From related orgs
    $0
    Other
    $38,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,548
    Bonus
    $5,461
    Other
    $10,351
    Deferred
    $8,314
    Nontaxable benefits
    $29,896
    Filer's total
    $176,570

  • ArioAmelia Charmaine Salgado

    RN II

    Total calculated
    $151,977
    From this org
    $116,754
    From related orgs
    $0
    Other
    $35,223
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,294
    Bonus
    $875
    Other
    $585
    Deferred
    $9,212
    Nontaxable benefits
    $26,011
    Filer's total
    $151,977

  • MuthCassandra Dee

    SUPV NRSG

    Total calculated
    $146,346
    From this org
    $127,036
    From related orgs
    $0
    Other
    $19,310
    Hours/week
    40

  • PopoolaKafayat Olateju

    RN II

    Total calculated
    $125,205
    From this org
    $87,854
    From related orgs
    $37,174
    Other
    $177
    Hours/week
    40

  • KeithJennifer Michelle

    SUPV NRSG

    Total calculated
    $120,987
    From this org
    $112,535
    From related orgs
    $0
    Other
    $8,452
    Hours/week
    40

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $60,850
    From this org
    $0
    From related orgs
    $60,850
    Other
    $0
    Hours/week
    0.02 + 1.43 related

  • Modi MD Dhruvangkumar

    Trustee

    Total calculated
    $21,869
    From this org
    $0
    From related orgs
    $21,869
    Other
    $0
    Hours/week
    0.02 + 1.43 related

  • Vigness MD Richard

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Hunt Hunter

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Wilder Jr Charles

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Braun JD Vianei Lopez

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Hum MD Lawrence

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Iruegas Javier

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 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 3 - CEO Compensation
Texas Health Resources (THR) used the following methods to establish the compensation of the organization's CEO, officers, and key employees. * The Governance committee (which includes independent persons) performs reviews and makes recommendations to the THR Board for the CEO compensation and for the overall payment philosophy for the remaining officers. * Governance Committee approves the elements of officer compensation and committee approval is obtained for officer compensation payments outside the approved parameters. * Independent consultants may be hired. * Compensation surveys or studies are utilized. * Approval by the Board or Governance committee is obtained. The board of THR hires an independent third-party compensation consultant to review base pay of the CEO annually. Every 3 years, the independent third-party compensation consultant is hired to review all aspects of executive compensation, which includes a review and confirmation of the executive compensation philosophy. Each year the Governance committee of the THR board of trustees reviews a detailed report analyzing CEO, CEO direct reports, and other senior level officers' compensation packages.
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(ii) and Column (F), if previously reported as deferred. Berdan,Barclay E. 576,408 Cox,Kathleen B. 166,901 Jackson,David W. 171,438 Kramer,Kenneth J. 129,591

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202523109349301227

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