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← TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS

Form 990 for tax year 2022

Filed by TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS.

Totals

Total revenue
$758,478,412
Total expenses
$722,875,097
Contributions and grants received
$15,536,479
Grants paid
$677,552
Program services expenses (Part IX)
$615,276,378
Management and general expenses
$107,598,719
Fundraising expenses
$0
Program service expenses (Part III)
$615,276,378

Program services were 85.1% 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

  • EstevezAurora Marina

    Chief Qual & Med Officer THD

    Total calculated
    $932,727
    From this org
    $823,969
    From related orgs
    $0
    Other
    $108,758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $498,493
    Bonus
    $238,766
    Other
    $86,710
    Deferred
    $58,378
    Nontaxable benefits
    $50,380
    Filer's total
    $932,727

  • Parobek JrJames S

    President THD Term Oct 2022

    Total calculated
    $834,153
    From this org
    $768,813
    From related orgs
    $0
    Other
    $65,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $482,946
    Bonus
    $253,208
    Other
    $32,659
    Deferred
    $18,300
    Nontaxable benefits
    $47,040
    Filer's total
    $834,153

  • FlorenJoshua Andrew

    Interim President

    Total calculated
    $740,562
    From this org
    $0
    From related orgs
    $616,927
    Other
    $123,635
    Hours/week
    15.6 + 24.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,062 related
    Bonus
    $0 + $175,814 related
    Other
    $0 + $54,051 related
    Deferred
    $0 + $73,088 related
    Nontaxable benefits
    $0 + $50,547 related
    Filer's total
    $0 + $740,562 related

  • CraftBrian

    Former Officer

    Total calculated
    $683,878
    From this org
    $0
    From related orgs
    $580,805
    Other
    $103,073
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,534 related
    Bonus
    $0 + $169,417 related
    Other
    $0 + $50,854 related
    Deferred
    $0 + $50,856 related
    Nontaxable benefits
    $0 + $52,217 related
    Filer's total
    $0 + $683,878 related

  • 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

  • WhiteleyJohn E

    Former Officer

    Total calculated
    $625,893
    From this org
    $0
    From related orgs
    $535,315
    Other
    $90,578
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,319 related
    Bonus
    $0 + $141,899 related
    Other
    $0 + $49,097 related
    Deferred
    $0 + $49,224 related
    Nontaxable benefits
    $0 + $41,354 related
    Filer's total
    $0 + $625,893 related

  • AsturiElizabeth

    Chief Nursing Officer THD

    Total calculated
    $564,168
    From this org
    $512,763
    From related orgs
    $0
    Other
    $51,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,674
    Bonus
    $138,636
    Other
    $66,453
    Deferred
    $47,473
    Nontaxable benefits
    $3,932
    Filer's total
    $564,168

  • CarrAaron

    Former Officer

    Total calculated
    $548,004
    From this org
    $0
    From related orgs
    $491,478
    Other
    $56,526
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,032 related
    Bonus
    $0 + $77,232 related
    Other
    $0 + $199,214 related
    Deferred
    $0 + $9,434 related
    Nontaxable benefits
    $0 + $47,092 related
    Filer's total
    $0 + $548,004 related

  • RoseVirginia H

    VP Service Line Officer THD

    Total calculated
    $458,972
    From this org
    $395,602
    From related orgs
    $0
    Other
    $63,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,992
    Bonus
    $91,073
    Other
    $32,537
    Deferred
    $22,008
    Nontaxable benefits
    $41,362
    Filer's total
    $458,972

  • 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

  • BalluckJulie Patrice

    Former Officer

    Total calculated
    $423,385
    From this org
    $0
    From related orgs
    $360,151
    Other
    $63,234
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,729 related
    Bonus
    $0 + $80,091 related
    Other
    $0 + $37,331 related
    Deferred
    $0 + $26,876 related
    Nontaxable benefits
    $0 + $36,358 related
    Filer's total
    $0 + $423,385 related

  • BrackerRachal R

    Grp Finan Officer THD-THK

    Total calculated
    $392,957
    From this org
    $359,395
    From related orgs
    $0
    Other
    $33,562
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $229,076
    Bonus
    $79,070
    Other
    $51,249
    Deferred
    $15,875
    Nontaxable benefits
    $17,687
    Filer's total
    $392,957

  • HuntEugene P

    CHAIR WOMEN'S/INFANT SVCS THD

    Total calculated
    $386,148
    From this org
    $385,632
    From related orgs
    $0
    Other
    $516
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,632
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $516
    Filer's total
    $386,148

  • NorthernTiffany S

    VP & COO THD

    Total calculated
    $372,235
    From this org
    $319,970
    From related orgs
    $0
    Other
    $52,265
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,639
    Bonus
    $0
    Other
    $34,331
    Deferred
    $1,139
    Nontaxable benefits
    $51,126
    Filer's total
    $372,235

  • MurphyByron Kelly

    DIR SR RADIOLOGY/CARDIO/H&V

    Total calculated
    $331,001
    From this org
    $260,770
    From related orgs
    $0
    Other
    $70,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,974
    Bonus
    $24,298
    Other
    $10,498
    Deferred
    $13,669
    Nontaxable benefits
    $56,562
    Filer's total
    $331,001

  • JohnsonGregory D

    DIR SR PHARMACY/ONCOLOGY SVCS

    Total calculated
    $325,646
    From this org
    $262,664
    From related orgs
    $0
    Other
    $62,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,458
    Bonus
    $25,069
    Other
    $11,137
    Deferred
    $18,641
    Nontaxable benefits
    $44,341
    Filer's total
    $325,646

  • TravisJudy

    DIR SR SUPPORT SVCS/LAB

    Total calculated
    $299,213
    From this org
    $241,557
    From related orgs
    $0
    Other
    $57,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,868
    Bonus
    $22,372
    Other
    $10,317
    Deferred
    $16,546
    Nontaxable benefits
    $41,110
    Filer's total
    $299,213

  • ChisholmSharon L

    ENTITY HR OFFICR THD/THK

    Total calculated
    $276,843
    From this org
    $251,508
    From related orgs
    $0
    Other
    $25,335
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,922
    Bonus
    $20,695
    Other
    $102,891
    Deferred
    $10,440
    Nontaxable benefits
    $14,895
    Filer's total
    $276,843

  • LaThao

    Former Officer

    Total calculated
    $270,491
    From this org
    $0
    From related orgs
    $227,508
    Other
    $42,983
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,795 related
    Bonus
    $0 + $22,118 related
    Other
    $0 + $595 related
    Deferred
    $0 + $12,994 related
    Nontaxable benefits
    $0 + $29,989 related
    Filer's total
    $0 + $270,491 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 + 1.68 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.06 + 2.01 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Hunt Hunter

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Washington Bernice

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 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 · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1A - Gross-Up Payments
Certain imputed income is grossed-up to include employment taxes paid on the listed person's behalf. All tax indemnification payments provided to the employees are included in the taxable compensation of the employee.
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 President. * 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.
SCHEDULE J, PART I, LINE 4A - Severance Payout
POSITION ELIMINATION THR'S separation pay plan provides payments to employees whose positions were eliminated by the organization. The separation pay is based on the employee's years of service and the level of the affected position. The employee listed qualified for severance based on an involuntary separation from service without a comparable position being open and available at the time of separation. Carr,Aaron 154,442 SEVERANCE SETTLEMENT The settlement payment was paid out as part of a mutually agreed upon employment transition agreement that resulted in a separation of employment from THR. Carr,Aaron 31,880 Chishom,Sharon 92,606
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, 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). Asturi,Elizabeth 10,867 Balluck,Julie Patrice 1,940 Berdan,Barclay E. 155,068 Carr,Aaron 569 Craft,Brian 13,982 Estevez,Aurora Marina 25,196 Floren,Joshua Andrew 18,849 Jackson,David W. 11,705 Kramer,Kenneth J. 46,912 McWhorter,Ricky E. 39,816 Parobek Jr,James S 123,680 Whiteley, John E. 8,450

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
202303129349301910

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