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← METHODIST HOSPITALS OF DALLAS

Form 990 for tax year 2022

Filed by METHODIST HOSPITALS OF DALLAS.

Totals

Total revenue
$1,918,663,778
Total expenses
$1,748,411,893
Contributions and grants received
$11,127,848
Grants paid
$38,747,391
Program service revenue
$1,801,224,393
Investment income
$89,200,299
Other revenue
$17,111,238
Total assets, end of year
$3,335,341,098
Total liabilities, end of year
$879,979,563
Net assets or fund balances, end of year
$2,455,361,535
Program services expenses (Part IX)
$1,547,119,011
Management and general expenses
$201,003,407
Fundraising expenses
$289,475
Program service expenses (Part III)
$1,547,119,011

Program services were 88.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $6,429,510

  • 1f · All other contributions, gifts and grants

    $4,698,338

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $1,798,830,215 · related or exempt $1,798,390,625 · unrelated business $439,590

  • 2b · Program service revenue: RESEARCH REVENUE

    total $2,394,178 · related or exempt $2,394,178

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $51,499,524 · unrelated business -$19,080 · excluded $51,518,604

  • 5 · Royalties

    total $64,361 · excluded $64,361

  • 6a · Gross rents

    real property $1,892,366

  • 6b · Less rental expenses

    real property $43,763

  • 6c · Rental income or loss

    real property $1,848,603 · personal property $0

  • 6d · Net rental income or loss

    total $1,848,603 · excluded $1,848,603

  • 7a · Gross sales of assets other than inventory

    securities $11,195,691 · other assets $26,505,084

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $11,195,691 · other assets $26,505,084

  • 7d · Net gain or loss

    total $37,700,775 · excluded $37,700,775

  • 11a · Other revenue: CAFETERIA & CATERING SALES

    total $6,014,577 · unrelated business -$102,317 · excluded $6,116,894

  • 11b · Other revenue: Medical RECORD Income

    total $820,975 · related or exempt $820,975

  • 11c · Other revenue: IT services

    total $4,093,981 · related or exempt $4,093,981

  • 11d · All other revenue

    total $4,268,741 · related or exempt $3,984,576 · unrelated business $35,641 · excluded $248,524

  • 11e · Other revenue, total

    $15,198,274

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $38,747,391 · program services $38,747,391

  • 5 · Compensation of officers, directors and key employees

    total $15,488,223 · program services $13,283,057 · management and general $2,205,166

  • 6 · Compensation of disqualified persons

    total $291,599 · program services $235,232 · management and general $56,367

  • 7 · Other salaries and wages

    total $822,267,464 · program services $708,237,786 · management and general $113,760,112 · fundraising $269,566

  • 8 · Pension plan contributions

    total $26,051,919 · program services $21,375,829 · management and general $4,676,090

  • 9 · Other employee benefits

    total $33,246,656 · program services $24,470,988 · management and general $8,775,668

  • 10 · Payroll taxes

    total $50,324,179 · program services $42,303,160 · management and general $8,001,110 · fundraising $19,909

  • 11b · Fees: legal

    total $2,245,647 · management and general $2,245,647

  • 11c · Fees: accounting

    total $254,494 · management and general $254,494

  • 11d · Fees: lobbying

    total $286,662 · management and general $286,662

  • 11f · Fees: investment management

    total $881,563 · management and general $881,563

  • 11g · Fees: other

    total $47,171,814 · program services $33,704,324 · management and general $13,467,490 · fundraising $0

  • 12 · Advertising and promotion

    total $9,495,059 · program services $6,238,137 · management and general $3,256,922

  • 13 · Office expenses

    total $8,263,202 · program services $6,301,339 · management and general $1,961,863

  • 14 · Information technology

    total $28,670,354 · program services $28,670,354

  • 16 · Occupancy

    total $14,417,336 · program services $13,390,198 · management and general $1,027,138

  • 17 · Travel

    total $1,389,501 · program services $763,961 · management and general $625,540

  • 19 · Conferences, conventions and meetings

    total $167,861 · program services $108,801 · management and general $59,060

  • 20 · Interest

    total $17,997,273 · program services $6,280,695 · management and general $11,716,578

  • 22 · Depreciation, depletion and amortization

    total $114,890,419 · program services $101,299,695 · management and general $13,590,724

  • 23 · Insurance

    total $12,690,522 · program services $7,349,215 · management and general $5,341,307

  • 24a · Other expenses: SUPPLIES

    total $368,034,696 · program services $368,033,581 · management and general $1,115

  • 24b · Other expenses: Purchased Services

    total $77,247,206 · program services $74,161,009 · management and general $3,086,197

  • 24c · Other expenses: EQUIPMENT & MAINTENANCE

    total $57,890,853 · program services $52,164,259 · management and general $5,726,594

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,341,674 · end of year $1,486,778

  • 2 · Savings and temporary cash investments

    beginning of year $1,506,689,831 · end of year $1,545,734,367

  • 4 · Accounts receivable

    beginning of year $195,910,360 · end of year $222,997,576

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $23,352,960 · end of year $25,623,486

  • 8 · Inventories for sale or use

    beginning of year $40,589,914 · end of year $42,361,386

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,907,700 · end of year $76,014,185

  • 10a · Land, buildings and equipment: cost or other basis

    $2,410,715,346

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,379,604,705

  • 10c · Land, buildings and equipment, net

    beginning of year $966,106,199 · end of year $1,031,110,641

  • 11 · Investments: publicly traded securities

    beginning of year $62,278,680 · end of year $224,257,702

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $47,691,918 · end of year $85,034,190

  • 14 · Intangible assets

    beginning of year $2,154,582 · end of year $2,062,174

  • 15 · Other assets

    beginning of year $86,756,828 · end of year $78,658,613

  • 17 · Accounts payable and accrued expenses

    beginning of year $195,973,020 · end of year $215,771,536

  • 19 · Deferred revenue

    beginning of year $5,449,718 · end of year $657,740

  • 20 · Tax-exempt bond liabilities

    beginning of year $412,220,036 · end of year $409,695,540

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $107,644,028 · end of year $106,098,297

  • 25 · Other liabilities

    beginning of year $85,133,894 · end of year $147,756,450

  • 27 · Net assets without donor restrictions

    beginning of year $2,181,359,950 · end of year $2,455,361,535

Mission and programs · 2022

Mission

THE PRIMARY MISSION OR PURPOSE OF METHODIST HEALTH SYSTEM IS TO SERVE PEOPLE IN DEFINED SERVICE AREAS BY MEETING THEIR HEALTH NEEDS EFFECTIVELY AND IN A MANNER THAT REFLECTS A "COMMITMENT TO THE CHRISTIAN CONCEPTS OF LIFE AND LEARNING" AS DEFINED IN THE COVENANT BETWEEN METHODIST HEALTH SYSTEM AND THE NORTH TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH, AND, IN ALL WAYS, MERITS CONTINUED IDENTIFICATION WITH THE UNITED METHODIST CHURCH. SPECIFICALLY, THIS MISSION IS PURSUED BY OPERATING A SYSTEM OF GENERAL ACUTE HOSPITALS AND OTHER HEALTH CARE SERVICE, EDUCATIONAL, AND SUPPORT PROGRAMS NEEDED BY THE COMMUNITIES SERVED IN NORTH CENTRAL TEXAS.

Activities or mission (Part I)

TO IMPROVE AND SAVE LIVES THROUGH COMPASSIONATE QUALITY HEALTH CARE.

  • The primary mission of the Methodist Hospitals of Dallas d/b/a Methodist Health System (MHS) is to serve people in defined service areas by meeting their health needs effectively and in a manner that reflects a commitment to Christian concepts of life and learning. This mission is pursued by operating six general acute-care hospitals and other healthcare services, education and support programs needed by the communities in North Central Texas. The hospitals are: Methodist Dallas Medical Center (MDMC), a 592 licensed bed teaching referral hospital; Methodist Charlton Medical Center (MCMC), a 314 licensed bed teaching hospital; Methodist Mansfield Medical Center (MMMC), a 262 licensed bed hospital; Methodist Richardson Medical Center (MRMC) which now operates a 443 licensed bed hospital across two campuses, Methodist Midlothian (MLMC), a 46 licensed bed hospital; and Methodist Southlake Medical Center (MSMC), a 54 licensed bed hospital. (Continued on Schedule O)

    Expenses $1,547,119,011 · Grants $38,747,391 · Revenue $1,809,684,335

As filed on the 2022 return.

Listed in Part VII

  • Allen Schneider

    VICE CHAIR (THROUGH MARCH 2023)

    Total calculated
    $0
    Hours/week
    5

  • Bernie Difiore

    VICE CHAIR (BEGINNING MARCH 2023)

    Total calculated
    $0
    Hours/week
    2

  • Brenda Jackson

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • David McAtee

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Duncan Fulton

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Greg Campbell

    VICE CHAIR (THROUGH MARCH 2023)

    Total calculated
    $0
    Hours/week
    5

  • James C Scoggin Jr

    CEO

    Total calculated
    $3,328,014
    From this org
    $3,246,894
    From related orgs
    $0
    Other
    $81,120
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,494,518
    Bonus
    $1,391,005
    Other
    $361,371
    Deferred
    $24,628
    Nontaxable benefits
    $56,492
    Filer's total
    $3,328,014

  • Joe B Fortson III

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • John Randall Canedy

    Board CHAIR (BEGINNING MARCH 2023)

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • Michael L Finch MD

    VICE CHAIR

    Total calculated
    $7,297
    From this org
    $7,297
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 2 related

  • Ron Ricks

    BOARD CHAIR (THROUGH MARCH 2023)

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • Tim Griffy

    VICE CHAIR (BEGINNING MARCH 2023)

    Total calculated
    $0
    Hours/week
    5

  • Alan Walne

    Board of Directors (Beginning March 2023)

    Total calculated
    $0
    Hours/week
    2

  • Andrew Stoker PhD

    BOARD OF DIRECTORS (THROUGH MARCH 2023)

    Total calculated
    $0
    Hours/week
    2

  • Armin Mizani

    Board of Directors (Beginning March 2023)

    Total calculated
    $0
    Hours/week
    2

  • Bishop Ruben Saenz

    Board of Directors (Beginning March 2023)

    Total calculated
    $0
    Hours/week
    2

  • Carol Norton MD

    Board of Directors (Beginning March 2023)

    Total calculated
    $0
    Hours/week
    2

  • Clayton Oliphint DMin

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Delia Jasso

    Board of Directors (Beginning March 2023)

    Total calculated
    $0
    Hours/week
    2

  • Gerald Bright

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Helen Giddings

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Jim Norris

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • John M Collins

    BOARD OF DIRECTORS (THROUGH MARCH 2023)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • John Willis Do

    Board of Directors

    Total calculated
    $233,201
    From this org
    $0
    From related orgs
    $213,042
    Other
    $20,159
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $117,738 related
    Bonus
    $0 + $94,750 related
    Other
    $0 + $554 related
    Deferred
    $0 + $10,517 related
    Nontaxable benefits
    $0 + $9,642 related
    Filer's total
    $0 + $233,201 related

  • Jorge Saldivar MD

    BOARD OF DIRECTORS (THROUGH OCT 2022)

    Total calculated
    $0
    Hours/week
    2

  • Julie Yarbrough

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Keith Boone DMin

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Kenneth Govan

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Levi H Davis

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Marcus Knight

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Michael McKee D Div

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Pat Faubion

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • R Stephen Folsom

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Robert Pollard MD

    BOARD OF DIRECTORS (THROUGH MARCH 2023)

    Total calculated
    $0
    Hours/week
    2

  • Robyn Doty

    BOARD OF DIRECTORS (THROUGH JULY 2023)

    Total calculated
    $0
    Hours/week
    2

  • Ruben Velez MD

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • Yon Jorden

    Board of Directors (Beginning March 2023)

    Total calculated
    $0
    Hours/week
    2

  • Craig Bjerke

    TREASURER & CFO

    Total calculated
    $1,462,790
    From this org
    $1,331,514
    From related orgs
    $0
    Other
    $131,276
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $683,461
    Bonus
    $560,948
    Other
    $87,105
    Deferred
    $88,985
    Nontaxable benefits
    $42,291
    Filer's total
    $1,462,790

  • Michael O Price

    ASSISTANT SECRETARY & CLO

    Total calculated
    $1,232,871
    From this org
    $1,124,301
    From related orgs
    $0
    Other
    $108,570
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $569,623
    Bonus
    $469,339
    Other
    $85,339
    Deferred
    $59,249
    Nontaxable benefits
    $49,321
    Filer's total
    $1,232,871

  • Robert M Milone

    ASSISTANT TREASURER

    Total calculated
    $334,522
    From this org
    $302,739
    From related orgs
    $0
    Other
    $31,783
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $237,234
    Bonus
    $56,193
    Other
    $9,312
    Deferred
    $17,435
    Nontaxable benefits
    $14,348
    Filer's total
    $334,522

  • Benson Chacko

    President - MSMC

    Total calculated
    $547,629
    From this org
    $461,338
    From related orgs
    $0
    Other
    $86,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $308,404
    Bonus
    $150,639
    Other
    $2,295
    Deferred
    $40,584
    Nontaxable benefits
    $45,707
    Filer's total
    $547,629

  • E Kenneth Hutchenrider Jr

    PRESIDENT - MRMC

    Total calculated
    $1,000,890
    From this org
    $896,898
    From related orgs
    $0
    Other
    $103,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $481,323
    Bonus
    $320,372
    Other
    $95,203
    Deferred
    $67,901
    Nontaxable benefits
    $36,091
    Filer's total
    $1,000,890

  • Frances Laukaitis

    PRESIDENT - MCMC

    Total calculated
    $914,081
    From this org
    $871,150
    From related orgs
    $0
    Other
    $42,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $468,376
    Bonus
    $312,954
    Other
    $89,820
    Deferred
    $21,425
    Nontaxable benefits
    $21,506
    Filer's total
    $914,081

  • Jary Ganske

    PRESIDENT - MLMC

    Total calculated
    $455,544
    From this org
    $407,951
    From related orgs
    $0
    Other
    $47,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,558
    Bonus
    $111,262
    Other
    $47,131
    Deferred
    $17,712
    Nontaxable benefits
    $29,881
    Filer's total
    $455,544

  • John Phillips

    PRESIDENT - MDMC

    Total calculated
    $1,392,785
    From this org
    $1,258,238
    From related orgs
    $0
    Other
    $134,547
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $680,766
    Bonus
    $486,264
    Other
    $91,208
    Deferred
    $90,963
    Nontaxable benefits
    $43,584
    Filer's total
    $1,392,785

  • Juan Fresquez Jr

    PRESIDENT - MMMC

    Total calculated
    $930,967
    From this org
    $829,422
    From related orgs
    $0
    Other
    $101,545
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,294
    Bonus
    $325,587
    Other
    $53,541
    Deferred
    $59,505
    Nontaxable benefits
    $42,040
    Filer's total
    $930,967

  • Leslie Pierce

    SR VP REVENUE CYCLE

    Total calculated
    $641,359
    From this org
    $570,022
    From related orgs
    $0
    Other
    $71,337
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $365,128
    Bonus
    $174,566
    Other
    $30,328
    Deferred
    $35,724
    Nontaxable benefits
    $35,613
    Filer's total
    $641,359

  • Pamela Stoyanoff

    President & COO

    Total calculated
    $2,266,623
    From this org
    $2,074,702
    From related orgs
    $0
    Other
    $191,921
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,030,735
    Bonus
    $845,967
    Other
    $198,000
    Deferred
    $128,568
    Nontaxable benefits
    $63,353
    Filer's total
    $2,266,623

  • Brian Kenjarski

    SVP DATA GOVERNANCE & CMIO

    Total calculated
    $852,752
    From this org
    $790,614
    From related orgs
    $0
    Other
    $62,138
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $492,861
    Bonus
    $229,969
    Other
    $67,784
    Deferred
    $40,109
    Nontaxable benefits
    $22,029
    Filer's total
    $852,752

  • Cheryl Flynn

    SR VICE PRESIDENT - CHRO

    Total calculated
    $1,006,969
    From this org
    $943,613
    From related orgs
    $0
    Other
    $63,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $484,854
    Bonus
    $365,148
    Other
    $93,611
    Deferred
    $15,891
    Nontaxable benefits
    $47,465
    Filer's total
    $1,006,969

  • George Williams MD

    PRESIDENT MEDHEALTH/SVP (THROUGH JUNE 2023)

    Total calculated
    $718,246
    From this org
    $661,493
    From related orgs
    $11,708
    Other
    $45,045
    Hours/week
    0 + 35 related

    Schedule J breakdown matched by us

    Base
    $259,824 + $11,708 related
    Bonus
    $250
    Other
    $401,419
    Deferred
    $23,235
    Nontaxable benefits
    $21,810
    Filer's total
    $706,538 + $11,708 related

  • Martin L Koonsman MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $1,009,024
    From this org
    $926,975
    From related orgs
    $0
    Other
    $82,049
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $548,575
    Bonus
    $319,091
    Other
    $59,309
    Deferred
    $46,829
    Nontaxable benefits
    $35,220
    Filer's total
    $1,009,024

  • Pamela McNutt

    SENIOR VICE PRESIDENT & CIO

    Total calculated
    $1,106,908
    From this org
    $1,031,880
    From related orgs
    $0
    Other
    $75,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $540,097
    Bonus
    $340,004
    Other
    $151,779
    Deferred
    $21,467
    Nontaxable benefits
    $53,561
    Filer's total
    $1,106,908

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

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 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

  • 1b · Written policy on the line-1a expenses
  • 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 1a Health or social club dues or initiation fees
Jim Scoggin, CEO, is provided with two social club memberships, one of which is paid directly to the social club and the other is reimbursed by the organization. The amount was not treated as taxable compensation as the amounts paid and reimbursed are for business purposes only.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses
The payment of social club dues and other spending by the CEO is governed by the organization's expense policy. The CEO's expense reports and social club dues are reviewed and approved by the CFO.
Schedule J, Part I, Line 4a Severance or change-of-control payment
During calendar year 2022, George Williams was paid severance in the amount of $297,059. The severance payment is included in (b)(iii) on Schedule J, Part II.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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). JAMES C. SCOGGIN JR. $0 / $336,801 PAMELA STOYANOFF $107,124 / $168,492 CRAIG BJERKE $71,022 / $78,363 JOHN PHILLIPS $70,251 / $81,914 MICHAEL PRICE $31,741 / $63,751 PAMELA MCNUTT $0 / $128,892 MARTIN KOONSMAN JR. $30,475 / $38,513 CHERYL FLYNN $0 / $70,084 E. KENNETH HUTCHENRIDER, JR. $50,269 / $83,251 JUAN FRESQUEZ, JR. $47,035 / $42,621 FRANCES LAUKAITIS $0 / $65,598 Brian Kenjarski $27,221 / $63,044 GEORGE WILLIAMS $10,344 / $39,700 LESLIE PIERCE $20,656 / $24,861 Benson Chacko $33,118 / $0 JARY GANSKE $0 / $ 36,643
Schedule J, Part I, Line 7 Non-fixed payments
In order to recruit and retain key talent, MHS 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Methodist Community Pharmacy LLC

    Patient Pharmacy · TX · income $5,548,926 · assets $5,856,173

    Directly controlled by Methodist Hospitals of Dallas

  • MHS-1211 Beckley Property LLC

    Property Management · TX · income $40,400 · assets $1,869,458

    Directly controlled by Methodist Hospitals of Dallas

  • MetSL Holdings LLC

    Medical Services · KS · income $0 · assets $0

    Directly controlled by Methodist hospitals of Dallas

  • MetSL LLC

    Outpatient surgery · KS · income $3,297,532 · assets $4,824,683

    Directly controlled by Methodist hospitals of Dallas

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • METDALSPI HOLDING LLC

    Related · Medical Services · TX · 99% owned · share of income $15,437,525 · share of assets $14,192,106 · general or managing partner

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • METDALSPI LLC

    N/A · HOSPITAL · TX

    Directly controlled by METDALSPI HOLDING LLC

  • METHODIST DIAGNOSTIC IMAGING OF TEXAS LLC

    Related · Management Services · TX · 51% owned · share of income -$387,174 · share of assets $22,653,157

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • METHODIST MCKINNEY HOSPITAL LLC

    Related · Medical Services · TX · 50.5% owned · share of income $3,590,504 · share of assets $13,292,131 · general or managing partner

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • METHODIST URGENT CARE OF TEXAS LLC

    Related · MANAGEMENT SERVICES · TX · 51% owned · share of income -$26,659 · share of assets $1,093,239

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • MHD USO GENERAL LLC

    N/A · MEDICAL SERVICES · TX

    Directly controlled by NORTH TEXAS HEALTH FACILITIES MGMT

  • MHD-USO MANAGEMENT COMPANY LP

    N/A · MEDICAL SERVICES · TX

    Directly controlled by NORTH TEXAS HEALTH FACILITIES MGMT

  • MHS-CHC I LP

    Related · REHAB HOSPITAL · TX · 68.25% owned · share of income $7,440,574 · share of assets $14,895,821

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • MHS-CHC LLC

    Related · HOSPITAL SERVICES · TX · 75% owned · share of income $80,551 · share of assets $590,319

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • Methodist Mansfield Ambulatory Surgery Center LLC

    Related · Ambulatory Services · TX · 51.44% owned · share of income $638,985 · share of assets $8,495,822 · general or managing partner

    Directly controlled by Methodist Hospitals of Dallas

  • MetSL Property Investor LLC

    Related · Ground Lease · TX · 55.97% owned · share of income $71,519 · share of assets $955,031 · general or managing partner

    Directly controlled by Methodist Hospitals of Dallas

  • Methodist Transitional Care Center - DeSoto LLC

    Related · Skilled Nursing and Rehabilitation Center · TX · 51% owned · share of income -$425,358 · share of assets $220,265

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • MSP ASC Holdings LLC

    Related · Holding company · TX · 60% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by Methodist Hospitals of Dallas

  • MSP McKinney Holdings LLC

    Related · Holding company · TX · 82.3% owned · share of income $0 · share of assets $0 · general or managing partner

    Directly controlled by Methodist Hospitals of Dallas

Related corporations and trusts

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

  • NORTH TEXAS HEALTH FACILITIES MANAGEMENT

    C Corporation · Property and practice management · TX · 100% owned · share of income $4,192,301 · share of assets $8,197,259 · controlled entity

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • COLLECTECH FINANCIAL SERVICES INC

    C Corporation · BILLING AND COLLECTION · TX

    Directly controlled by NORTH TEXAS Health FACILITIES MGMT

  • RICHARDSON PHYSICIAN ALLIANCE

    C Corporation · PHYSICIAN SERVICES · TX · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by METHODIST HOSPITALS OF DALLAS

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202402269349301475

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