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Nonprofiteer
← PHYSICIAN ASSOCIATES OF SOUTHWEST DALLAS

Form 990 for tax year 2022

Filed by PHYSICIAN ASSOCIATES OF SOUTHWEST DALLAS.

Totals

Total revenue
$12,587,557
Total expenses
$12,556,165
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$10,518,960
Management and general expenses
$2,037,205
Fundraising expenses
$0
Program service expenses (Part III)
$10,518,960

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRETT JOHNSON MD

    VICE PRESIDENT

    Total calculated
    $412,194
    From this org
    $375,368
    From related orgs
    $0
    Other
    $36,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $372,424
    Bonus
    $250
    Other
    $2,694
    Deferred
    $20,859
    Nontaxable benefits
    $15,967
    Filer's total
    $412,194
  • MARTIN L KOONSMAN MD

    CHAIR & PRESIDENT

    Total calculated
    $1,009,024
    From this org
    $0
    From related orgs
    $926,975
    Other
    $82,049
    Hours/week
    5 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,575 related
    Bonus
    $0 + $319,091 related
    Other
    $0 + $59,309 related
    Deferred
    $0 + $46,829 related
    Nontaxable benefits
    $0 + $35,220 related
    Filer's total
    $0 + $1,009,024 related
  • DALE STOVALL MD

    DIRECTOR

    Total calculated
    $602,217
    From this org
    $575,595
    From related orgs
    $0
    Other
    $26,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $572,484
    Bonus
    $250
    Other
    $2,861
    Deferred
    $16,054
    Nontaxable benefits
    $10,568
    Filer's total
    $602,217
  • LEIGH HUNTER MD

    DIRECTOR

    Total calculated
    $456,882
    From this org
    $425,289
    From related orgs
    $0
    Other
    $31,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,471
    Bonus
    $250
    Other
    $3,568
    Deferred
    $15,466
    Nontaxable benefits
    $16,127
    Filer's total
    $456,882
  • MICHAEL S TRUITT MD

    DIRECTOR

    Total calculated
    $900,224
    From this org
    $845,801
    From related orgs
    $0
    Other
    $54,423
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $844,027
    Bonus
    $250
    Other
    $1,524
    Deferred
    $17,296
    Nontaxable benefits
    $37,127
    Filer's total
    $900,224
  • GREG DAVIDSON

    SECRETARY/VP OF COMPLIANCE

    Total calculated
    $242,228
    From this org
    $0
    From related orgs
    $194,833
    Other
    $47,395
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,226 related
    Bonus
    $0 + $30,133 related
    Other
    $0 + $2,474 related
    Deferred
    $0 + $10,313 related
    Nontaxable benefits
    $0 + $37,082 related
    Filer's total
    $0 + $242,228 related
  • ROBERT M MILONE

    TREASURER

    Total calculated
    $334,522
    From this org
    $0
    From related orgs
    $302,739
    Other
    $31,783
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,234 related
    Bonus
    $0 + $56,193 related
    Other
    $0 + $9,312 related
    Deferred
    $0 + $17,435 related
    Nontaxable benefits
    $0 + $14,348 related
    Filer's total
    $0 + $334,522 related
  • BASSEM MOSTAFA-ELSAWY MD

    TEACHING FACULTY FPC

    Total calculated
    $330,410
    From this org
    $283,198
    From related orgs
    $0
    Other
    $47,212
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $282,502
    Bonus
    $250
    Other
    $446
    Deferred
    $15,608
    Nontaxable benefits
    $31,604
    Filer's total
    $330,410
  • David Banh

    ASSOCIATE PROGRAM DIRECTOR FOR OB/GYN

    Total calculated
    $418,562
    From this org
    $377,954
    From related orgs
    $0
    Other
    $40,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,954
    Bonus
    $15,000
    Other
    $0
    Deferred
    $13,891
    Nontaxable benefits
    $26,717
    Filer's total
    $418,562
  • PAUL TARNASKY

    PROGRAM DIRECTOR

    Total calculated
    $555,927
    From this org
    $545,099
    From related orgs
    $0
    Other
    $10,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,961
    Bonus
    $121,363
    Other
    $1,775
    Deferred
    $10,477
    Nontaxable benefits
    $351
    Filer's total
    $555,927
  • RAJASREE NAIR MD

    TEACHING FACULTY FPC

    Total calculated
    $278,047
    From this org
    $269,164
    From related orgs
    $0
    Other
    $8,883
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $247,868
    Bonus
    $20,750
    Other
    $546
    Deferred
    $8,413
    Nontaxable benefits
    $470
    Filer's total
    $278,047
  • REBECCA MCKOWN

    ASSOCIATE PROGRAM DIRECTOR FOR OB/GYN

    Total calculated
    $391,933
    From this org
    $349,561
    From related orgs
    $0
    Other
    $42,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $345,605
    Bonus
    $250
    Other
    $3,706
    Deferred
    $19,362
    Nontaxable benefits
    $23,010
    Filer's total
    $391,933
  • GEORGE WILLIAMS MD

    FORMER OFFICER

    Total calculated
    $718,246
    From this org
    $0
    From related orgs
    $673,201
    Other
    $45,045
    Hours/week
    0 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,532 related
    Bonus
    $0 + $250 related
    Other
    $0 + $401,419 related
    Deferred
    $0 + $23,235 related
    Nontaxable benefits
    $0 + $21,810 related
    Filer's total
    $0 + $718,246 related
  • PAMELA STOYANOFF

    FORMER OFFICER

    Total calculated
    $2,266,623
    From this org
    $0
    From related orgs
    $2,074,702
    Other
    $191,921
    Hours/week
    0 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,030,735 related
    Bonus
    $0 + $845,967 related
    Other
    $0 + $198,000 related
    Deferred
    $0 + $128,568 related
    Nontaxable benefits
    $0 + $63,353 related
    Filer's total
    $0 + $2,266,623 related
  • SAMUEL CULLISON MD

    FORMER OFFICER

    Total calculated
    $222,486
    From this org
    $216,254
    From related orgs
    $0
    Other
    $6,232
    Hours/week
    0 + 6 related

    Schedule J breakdown matched by us

    Base
    $23,962
    Bonus
    $0
    Other
    $192,292
    Deferred
    $6,232
    Nontaxable benefits
    $0
    Filer's total
    $222,486

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COMPENSATION FOR Certain OFFICERS IS PAID BY METHODIST HOSPITALS OF DALLAS, WHICH USES A FORMAL REVIEW PROCESS TO REVIEW COMPENSATION OF EMPLOYEES. The formal review process includes the use of the following methods to establish compensation of the top management officials: 1) a compensation committee, 2) an independent compensation consultant, 3) a compensation survey or study, 4) approval by the board or compensation committee, and 5) contemporaneously substantiated the deliberation and decision. OFFICER COMPENSATION IS SUBJECT TO FURTHER REVIEW BY THE BOARD OF METHODIST HOSPITALS OF DALLAS.
Schedule J, Part I, Line 4a Severance or change-of-control payment
During calendar year 2022, Samuel Cullison was paid severance in the amount of $78,976 and George Williams was paid severance in the amount of $297,059. The severance payments are included in (b)(iii) on Schedule J, Part II.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Any of the reportable individuals who are detailed as being paid by a related organization may have deferred amounts to or distributions from a section 457(F) non-qualified plan which are included in the applicable sections of Schedule J, Part II. To aid in retaining key employees, a 457(f) retirement allowance plan is available to officers, senior vice presidents, executive vice presidents and division presidents. Each year the plan provides credits, expressed as dollar amounts, determined by a percentage of each participant's base salary. The percentage for each participant is defined in the plan. The deferred allowance is deposited in a mutual fund account for each participant and invested in funds selected by the participant from a menu of available options. Vested benefits, with investments gains or losses, are paid to participants as regular taxable income. The plan defines provisions for distribution of benefits in the event of the participant's death or separation of employment prior to the elected vesting date. The amounts below, deferred in the current year and paid in the current year, respectively, are included in the amounts reported on schedule j, part ii, columns b(iii), (c), or (f). PAMELA STOYANOFF $ 107,124 / $ 168,492 George Williams $ 10,344 / $ 39,700 Martin KOONSMAN JR. $ 30,475 / $ 38,513
Schedule J, Part I, Line 7 Non-fixed payments
In order to recruit and retain key talent, MHS and its affiliates offers short and long term incentive plans for certain employees listed in Part VII, Section A, Line 1a. For fiscal year 2023 the incentive plans were targeted in the areas of financial performance, clinical quality, and employee and patient satisfaction.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
12 August 2024
IRS schema version
2022v5.0
Source object
202402259349300925

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