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Nonprofiteer
← TEXAS HEALTH RESEARCH & EDUCATION INSTITUTE

Form 990 for tax year 2023

Filed by TEXAS HEALTH RESEARCH & EDUCATION INSTITUTE.

Totals

Total revenue
$3,482,536
Total expenses
$5,068,038
Contributions and grants received
$1,449,435
Grants paid
$1,390,698
Program services expenses (Part IX)
$4,378,464
Management and general expenses
$689,574
Fundraising expenses
$0
Program service expenses (Part III)
$4,378,464

Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MiaoWinjie Tang

    President/Vice Chairmain

    Total calculated
    $2,167,038
    From this org
    $0
    From related orgs
    $1,690,901
    Other
    $476,137
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,007,749 related
    Bonus
    $0 + $501,381 related
    Other
    $0 + $181,771 related
    Deferred
    $0 + $442,186 related
    Nontaxable benefits
    $0 + $33,951 related
    Filer's total
    $0 + $2,167,038 related

  • McWhorterRicky E

    Trustee

    Total calculated
    $1,840,778
    From this org
    $0
    From related orgs
    $1,515,772
    Other
    $325,006
    Hours/week
    0.5 + 49.5 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
    0.5 + 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

  • MasicaAndrew

    Chairman

    Total calculated
    $992,625
    From this org
    $0
    From related orgs
    $827,757
    Other
    $164,868
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $544,000 related
    Bonus
    $0 + $190,121 related
    Other
    $0 + $93,636 related
    Deferred
    $0 + $101,849 related
    Nontaxable benefits
    $0 + $63,019 related
    Filer's total
    $0 + $992,625 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 + 40 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

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.5 + 40 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

  • TurbevilleTeresa D

    DIR SR RESEARCH

    Total calculated
    $238,899
    From this org
    $183,423
    From related orgs
    $0
    Other
    $55,476
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,636
    Bonus
    $8,521
    Other
    $7,266
    Deferred
    $13,661
    Nontaxable benefits
    $41,815
    Filer's total
    $238,899

  • CantrellCarrie L Hull

    DIR CLINICAL RSRCH

    Total calculated
    $186,292
    From this org
    $138,969
    From related orgs
    $0
    Other
    $47,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,078
    Bonus
    $5,355
    Other
    $3,536
    Deferred
    $10,486
    Nontaxable benefits
    $36,837
    Filer's total
    $186,292

  • PlantTamara D

    DIR CLINICAL RSRCH

    Total calculated
    $179,141
    From this org
    $131,113
    From related orgs
    $0
    Other
    $48,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,183
    Bonus
    $5,161
    Other
    $5,769
    Deferred
    $10,325
    Nontaxable benefits
    $37,703
    Filer's total
    $179,141

  • CraigTara

    SUPV RN RSRCH CLINICAL

    Total calculated
    $152,817
    From this org
    $108,620
    From related orgs
    $0
    Other
    $44,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $101,111
    Bonus
    $4,324
    Other
    $3,185
    Deferred
    $8,505
    Nontaxable benefits
    $35,692
    Filer's total
    $152,817

  • ChenDavid T

    MGR HUMAN RSRCH PROT PGRM

    Total calculated
    $132,628
    From this org
    $94,786
    From related orgs
    $0
    Other
    $37,842
    Hours/week
    40

  • WadeRebecca

    RN RSRCH CLINICAL

    Total calculated
    $121,404
    From this org
    $88,195
    From related orgs
    $0
    Other
    $33,209
    Hours/week
    40

  • KirbyMichelle Riddle

    Former Officer

    Total calculated
    $120,642
    From this org
    $0
    From related orgs
    $120,642
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $120,642 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $120,642 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

  • 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)

ScheduleJ, 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 entity. * An Independent compensation consultant may be hired. * Compensation surveys or studies are utilized. * Board or Governance committee approves the compensation parameters within the compensation philosophy. The President is a corporate officer providing oversight of the Sr Director of Research 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 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, 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). Jackson,David W. 53,142.46 Kramer,Kenneth J. 174,260.24 Masica,Andrew 75,758.85 McWhorter,Laura Q. 40,779.84 McWhorter,Ricky E. 197,607.60

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
202423179349301202

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