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← TEXAS HEALTH HARRIS METHODIST HOSPITAL SOUTHWEST FORT WORTH

Form 990 for tax year 2022

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL SOUTHWEST FORT WORTH.

Totals

Total revenue
$365,566,404
Total expenses
$328,800,589
Contributions and grants received
$1,580,191
Grants paid
$90,898
Program services expenses (Part IX)
$265,520,131
Management and general expenses
$63,280,458
Fundraising expenses
$0
Program service expenses (Part III)
$265,520,131

Program services were 80.8% 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
    $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 + 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

  • 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

    Former Officer

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

    Schedule J breakdown matched by us

    Base
    $0 + $425,090 related
    Bonus
    $0 + $207,998 related
    Other
    $0 + $76,059 related
    Deferred
    $0 + $62,226 related
    Nontaxable benefits
    $0 + $60,128 related
    Filer's total
    $0 + $831,501 related

  • TuckerRebecca D

    President THSW Term July 2022

    Total calculated
    $775,138
    From this org
    $342,271
    From related orgs
    $294,472
    Other
    $138,395
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $160,148 + $218,610 related
    Bonus
    $175,877 + $25,763 related
    Other
    $6,246 + $50,099 related
    Deferred
    $12,790 + $77,041 related
    Nontaxable benefits
    $26,591 + $21,973 related
    Filer's total
    $381,652 + $393,486 related

  • MontgomeryGary Mark

    Chief Qual & Med Officer THSW

    Total calculated
    $690,076
    From this org
    $600,643
    From related orgs
    $0
    Other
    $89,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,485
    Bonus
    $154,286
    Other
    $42,872
    Deferred
    $39,172
    Nontaxable benefits
    $50,261
    Filer's total
    $690,076

  • 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

  • RobinsonMary C

    Former Officer

    Total calculated
    $642,854
    From this org
    $0
    From related orgs
    $554,010
    Other
    $88,844
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,803 related
    Bonus
    $0 + $150,710 related
    Other
    $0 + $70,497 related
    Deferred
    $0 + $49,949 related
    Nontaxable benefits
    $0 + $38,895 related
    Filer's total
    $0 + $642,854 related

  • PaiAjith

    President THSW

    Total calculated
    $466,127
    From this org
    $172,243
    From related orgs
    $206,825
    Other
    $87,059
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,624 + $121,719 related
    Bonus
    $9,342 + $77,907 related
    Other
    $39,277 + $7,199 related
    Deferred
    $28,091 + $10,039 related
    Nontaxable benefits
    $21,592 + $27,337 related
    Filer's total
    $221,926 + $244,201 related

  • HuntGretchen L

    Chief Nursing Officer THSW

    Total calculated
    $458,427
    From this org
    $386,085
    From related orgs
    $0
    Other
    $72,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,415
    Bonus
    $89,959
    Other
    $31,711
    Deferred
    $33,876
    Nontaxable benefits
    $38,466
    Filer's total
    $458,427

  • 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

  • KirkhamBrett Daniel

    VP Professional Svcs Offr THSW

    Total calculated
    $381,904
    From this org
    $313,943
    From related orgs
    $0
    Other
    $67,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,030
    Bonus
    $69,383
    Other
    $49,530
    Deferred
    $14,308
    Nontaxable benefits
    $53,653
    Filer's total
    $381,904

  • PriceMonica L

    Grp Finan Officer THSW-THC-THS

    Total calculated
    $355,147
    From this org
    $330,377
    From related orgs
    $0
    Other
    $24,770
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $231,181
    Bonus
    $69,485
    Other
    $29,711
    Deferred
    $14,588
    Nontaxable benefits
    $10,182
    Filer's total
    $355,147

  • ChristensonSusan O

    SUPV NRSG

    Total calculated
    $284,412
    From this org
    $239,662
    From related orgs
    $0
    Other
    $44,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,295
    Bonus
    $14,124
    Other
    $6,243
    Deferred
    $11,675
    Nontaxable benefits
    $33,075
    Filer's total
    $284,412

  • GoinsMarva Marie

    DIR PHARMACY

    Total calculated
    $274,000
    From this org
    $230,181
    From related orgs
    $0
    Other
    $43,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,028
    Bonus
    $23,828
    Other
    $325
    Deferred
    $6,540
    Nontaxable benefits
    $37,279
    Filer's total
    $274,000

  • KrejciJacque D

    Former Officer

    Total calculated
    $273,619
    From this org
    $0
    From related orgs
    $229,331
    Other
    $44,288
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,923 related
    Bonus
    $0 + $21,408 related
    Other
    $0
    Deferred
    $0 + $14,048 related
    Nontaxable benefits
    $0 + $30,240 related
    Filer's total
    $0 + $273,619 related

  • WallaceGary D

    DIR NRSG EMERGENCY/NRSG OPS

    Total calculated
    $254,378
    From this org
    $208,570
    From related orgs
    $0
    Other
    $45,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,707
    Bonus
    $20,863
    Other
    $0
    Deferred
    $10,378
    Nontaxable benefits
    $35,430
    Filer's total
    $254,378

  • CamarceAnaliza Katigbak

    RN IV

    Total calculated
    $245,196
    From this org
    $195,556
    From related orgs
    $0
    Other
    $49,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,243
    Bonus
    $11,959
    Other
    $5,354
    Deferred
    $4,657
    Nontaxable benefits
    $44,983
    Filer's total
    $245,196

  • WilliamsPhilip A

    PHARMACIST CLIN

    Total calculated
    $243,249
    From this org
    $194,727
    From related orgs
    $0
    Other
    $48,522
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,227
    Bonus
    $1,500
    Other
    $0
    Deferred
    $14,685
    Nontaxable benefits
    $33,837
    Filer's total
    $243,249

  • BerenzweigHarold Karl

    Former Officer

    Total calculated
    $186,125
    From this org
    $0
    From related orgs
    $186,125
    Other
    $0
    Hours/week
    0 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,875 related
    Bonus
    $0 + $250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $186,125 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 + 1.4 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Bernstein Kenneth

    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

  • Hunt Hunter

    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

  • Washington Bernice

    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 · 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 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). Barclay Berdan $155,068 Joseph Deleon $ 20,963 Gretchen Hunt $ 6,032 David Jackson $ 11,705 Kenneth Kramer $ 46,912 Ricky E McWhorter $ 39,816 Gary Montgomery $ 13,966 Ajith Pai $ 4,506 Mary Robinson $ 9,973 Rebecca Tucker $ 56,532

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
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202333129349301238

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