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Nonprofiteer
← TEXAS HEALTH PRESBYTERIAN HOSPITAL DENTON

Form 990 for tax year 2024

Filed by TEXAS HEALTH PRESBYTERIAN HOSPITAL DENTON.

Totals

Total revenue
$295,574,856
Total expenses
$279,507,497
Contributions and grants received
$159,195
Grants paid
$241,073
Program service revenue
$294,453,115
Investment income
$182,072
Other revenue
$780,474
Total assets, end of year
$236,417,922
Total liabilities, end of year
$24,220,540
Net assets or fund balances, end of year
$212,197,382
Program services expenses (Part IX)
$231,677,051
Management and general expenses
$47,830,446
Fundraising expenses
$0
Program service expenses (Part III)
$231,677,051

Program services were 82.9% 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

    $159,195

  • 1g · Noncash contributions included above

    $360

  • 2a · Program service revenue: PATIENT REVENUE

    total $290,937,062 · related or exempt $290,937,062

  • 2b · Program service revenue: COST REPORT ADJUSTMENTS

    total $2,799,140 · related or exempt $2,799,140

  • 2c · Program service revenue: NON GOV'T PERFORMANCE INCENTIVE

    total $679,150 · related or exempt $679,150

  • 2d · Program service revenue: MANAGEMENT FEES/ I/C FEES

    total $34,333 · related or exempt $34,333

  • 2e · Program service revenue: EDUCATION

    total $3,430 · related or exempt $3,430

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $701

  • 6c · Rental income or loss

    real property $701 · personal property $0

  • 6d · Net rental income or loss

    total $701 · excluded $701

  • 7a · Gross sales of assets other than inventory

    other assets $217,967

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

    other assets $35,895

  • 7c · Gain or loss

    other assets $182,072

  • 7d · Net gain or loss

    total $182,072 · excluded $182,072

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA REVENUE

    total $755,004 · excluded $755,004

  • 11b · Other revenue: MEDICAL STAFF

    total $42,850 · related or exempt $42,850

  • 11c · Other revenue: COMMISSION

    total $37,829 · excluded $37,829

  • 11d · All other revenue

    total -$55,910 · related or exempt -$55,910

  • 11e · Other revenue, total

    $779,773

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $241,073 · program services $241,073

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,475,838 · management and general $2,475,838

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $95,047,500 · program services $94,584,307 · management and general $463,193

  • 8 · Pension plan contributions

    total $3,927,689 · program services $3,927,689

  • 9 · Other employee benefits

    total $11,673,083 · program services $11,670,455 · management and general $2,628

  • 10 · Payroll taxes

    total $6,818,672 · program services $6,659,653 · management and general $159,019

  • 11a · Fees: management

    total $36,563,122 · management and general $36,563,122

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $28,171,872 · program services $24,302,395 · management and general $3,869,477

  • 12 · Advertising and promotion

    total $34,503 · program services $10,236 · management and general $24,267

  • 13 · Office expenses

    total $520,933 · program services $486,649 · management and general $34,284

  • 14 · Information technology

    total $342,162 · program services $324,066 · management and general $18,096

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,696,940 · program services $2,681,622 · management and general $15,318

  • 17 · Travel

    total $74,803 · program services $62,410 · management and general $12,393

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $66,346 · program services $65,846 · management and general $500

  • 20 · Interest

    total $8,454,155 · program services $8,454,155

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $17,169,100 · program services $13,537,942 · management and general $3,631,158

  • 23 · Insurance

    total $3,685,884 · program services $3,685,884

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $42,963,811 · program services $42,962,648 · management and general $1,163

  • 24b · Other expenses: GOV SUPP PRGM EXP

    total $9,016,724 · program services $9,008,224 · management and general $8,500

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $3,084,649 · program services $3,060,742 · management and general $23,907

  • 24d · Other expenses: INTERCOMPANY AFFILIATE SVCS

    total $1,544,695 · program services $1,537,380 · management and general $7,315

  • 24e · All other expenses

    total $4,933,943 · program services $4,413,675 · management and general $520,268

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$46,607 · end of year $4,504

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $46,630,759 · end of year $46,479,055

  • 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 $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $4,107,504 · end of year $4,414,249

  • 9 · Prepaid expenses and deferred charges

    beginning of year $592,702 · end of year $1,090,645

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

    $293,034,511

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

    $109,115,349

  • 10c · Land, buildings and equipment, net

    beginning of year $188,847,230 · end of year $183,919,162

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $675,392 · end of year $510,307

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,268,482 · end of year $17,251,643

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $4,336,458 · end of year $4,584,843

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 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 $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,235,169 · end of year $2,384,054

  • 27 · Net assets without donor restrictions

    beginning of year $218,966,871 · end of year $212,197,382

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

A FAITH-BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES IT SERVES REGARDLESS OF THEIR ABILITY TO PAY.

  • Located in Denton Texas, Texas Health Presbyterian Hospital Denton (THDN) is a hospital with 239 staffed beds featuring more than 43 specialties, accompanied by our patient-centered care model, which places the patient and family at the center of the decision-making process. THDN provides quality medical healthcare regardless of race, creed, sex, national origin, handicap, age or ability to pay. The hospital provides care to persons covered by governmental programs including Medicare and Medicaid for reimbursement that does not always cover the cost of providing the care. Recognizing its mission to the community, services are provided to both financially indigent and medically indigent patients. THDN takes its responsibility to the community very seriously and invests charitable resources to promote good health and prevent disease. Not only does THDN provide health care to those who do not have the means to pay, it also conducts a variety of programs designed to improve health and prevent illness in the community. THDN's community benefit strategy includes confronting health problems at their source and emphasizes health promotion, disease prevention, and early treatment of illness. For example, THDN provides screenings and educational services for diseases that may not have early symptoms but that should be treated or managed early, such as diabetes, cancer and hypertension. THDN also provides free flu immunizations, targeting the uninsured and high-risk populations. Since improving community health also requires attention to accident prevention, THDN provides free programs such as, A Matter of Balance and our Car Seat Safety Check. A Matter of Balance is an evidenced based fall prevention program for older adults. The educational course is conducted over eight two-hour sessions to instill new habit-forming behaviors to reduce the risk of injury due to falls. Our Car Seat Safety Check is designed as an accident prevention program which uses car seats as a central safety issue in the lives of children and parents. Certified technicians train caregivers on the proper installation and maintenance of car seats, raise community awareness about child passenger safety and the risk of unintentional injury from motor vehicle collisions, and provide free car seats to those in need. The following is a sampling of some of the other community benefit activities provided in 2024: a. Below cost community education classes for breast feeding, childbirth, fall prevention, car seat safety, diabetes self-management, chronic disease self-management and first aid/CPR. b. Support groups for cancer survivors, persons with stroke, persons with chronic breathing problems and for persons with other chronic conditions. Families and caregivers are also encouraged to attend support group sessions. c. Screenings for skin cancer, glucose, blood pressure, prostate health and pulmonary function. d. Healthcare shadowing and mentoring programs for high school students. e. Education classes and training for nurse residencies -- partnerships with Texas Woman's University, University of Texas in Arlington, and North Central Texas College. f. Partnership with Texas Tech University, Creighton University, Midwestern State University, Tarleton State University, Texas Woman's University, University of North Texas, ABC Resources and North Central Texas College to include education classes and training for college/university students in pharmacy, radiology, surgical tech, lab, cardiac rehab and other allied health specialties. g. Support funding for clinics providing care for the uninsured and underinsured in Denton County. In 2024 THDN had 49,276 patient days, 12,067 discharges, 2,004 births, 74,948 outpatient encounters and 51,881 emergency room visits during the calendar year.

    Expenses $231,677,051 · Grants $241,073 · Revenue $294,440,055

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BerdanBarclay E

    THR CEO/Trustee

    Total calculated
    $5,590,405
    From this org
    $0
    From related orgs
    $4,340,945
    Other
    $1,249,460
    Hours/week
    0.33 + 49.67 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,141,472 related
    Bonus
    $0 + $1,829,962 related
    Other
    $0 + $369,511 related
    Deferred
    $0 + $1,195,301 related
    Nontaxable benefits
    $0 + $54,159 related
    Filer's total
    $0 + $5,590,405 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,617,416
    From this org
    $0
    From related orgs
    $1,346,110
    Other
    $271,306
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $749,605 related
    Bonus
    $0 + $447,361 related
    Other
    $0 + $149,144 related
    Deferred
    $0 + $228,611 related
    Nontaxable benefits
    $0 + $42,695 related
    Filer's total
    $0 + $1,617,416 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $834,928
    From this org
    $0
    From related orgs
    $709,546
    Other
    $125,382
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,958 related
    Bonus
    $0 + $292,182 related
    Other
    $0 + $73,406 related
    Deferred
    $0 + $83,749 related
    Nontaxable benefits
    $0 + $41,633 related
    Filer's total
    $0 + $834,928 related

  • HarrisTimothy L

    Chief Qual & Med Officer THDN

    Total calculated
    $723,414
    From this org
    $602,251
    From related orgs
    $0
    Other
    $121,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,390
    Bonus
    $155,766
    Other
    $43,095
    Deferred
    $69,132
    Nontaxable benefits
    $52,031
    Filer's total
    $723,414

  • ReecerJeffrey P

    President THDN

    Total calculated
    $721,031
    From this org
    $580,678
    From related orgs
    $0
    Other
    $140,353
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,198
    Bonus
    $162,394
    Other
    $52,086
    Deferred
    $84,991
    Nontaxable benefits
    $55,362
    Filer's total
    $721,031

  • WinansMelissa Ann

    CNO THDN Term 6/2/2024

    Total calculated
    $698,856
    From this org
    $204,199
    From related orgs
    $383,744
    Other
    $110,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,505 + $171,888 related
    Bonus
    $74,148 + $176,246 related
    Other
    $4,546 + $35,610 related
    Deferred
    $10,127 + $56,210 related
    Nontaxable benefits
    $19,831 + $24,745 related
    Filer's total
    $234,157 + $464,699 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $473,514
    From this org
    $0
    From related orgs
    $399,545
    Other
    $73,969
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,922 related
    Bonus
    $0 + $77,808 related
    Other
    $0 + $33,815 related
    Deferred
    $0 + $18,541 related
    Nontaxable benefits
    $0 + $55,428 related
    Filer's total
    $0 + $473,514 related

  • GeerNicholas

    Former Officer

    Total calculated
    $432,022
    From this org
    $0
    From related orgs
    $363,917
    Other
    $68,105
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,508 related
    Bonus
    $0 + $70,719 related
    Other
    $0 + $32,690 related
    Deferred
    $0 + $12,814 related
    Nontaxable benefits
    $0 + $55,291 related
    Filer's total
    $0 + $432,022 related

  • BrackerRachal R

    Former Officer

    Total calculated
    $424,068
    From this org
    $0
    From related orgs
    $395,980
    Other
    $28,088
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,074 related
    Bonus
    $0 + $68,937 related
    Other
    $0 + $56,969 related
    Deferred
    $0 + $18,267 related
    Nontaxable benefits
    $0 + $9,821 related
    Filer's total
    $0 + $424,068 related

  • TurnerRebecca

    DIR PHARMACY THDN

    Total calculated
    $338,182
    From this org
    $271,429
    From related orgs
    $0
    Other
    $66,753
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,767
    Bonus
    $11,429
    Other
    $26,233
    Deferred
    $20,052
    Nontaxable benefits
    $46,701
    Filer's total
    $338,182

  • HarrisAlan

    RAD NUCLEAR MED LD

    Total calculated
    $324,463
    From this org
    $252,379
    From related orgs
    $0
    Other
    $72,084
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,596
    Bonus
    $978
    Other
    $4,805
    Deferred
    $16,437
    Nontaxable benefits
    $55,647
    Filer's total
    $324,463

  • KrejciJacque D

    Former Officer

    Total calculated
    $317,174
    From this org
    $0
    From related orgs
    $268,204
    Other
    $48,970
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,200 related
    Bonus
    $0 + $19,179 related
    Other
    $0 + $18,825 related
    Deferred
    $0 + $15,934 related
    Nontaxable benefits
    $0 + $33,036 related
    Filer's total
    $0 + $317,174 related

  • BlainSteven Trent

    Entity Finance Officer THDN

    Total calculated
    $315,932
    From this org
    $291,544
    From related orgs
    $0
    Other
    $24,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,496
    Bonus
    $75,000
    Other
    $24,048
    Deferred
    $1,384
    Nontaxable benefits
    $23,004
    Filer's total
    $315,932

  • BaldwinSusan Louise

    VP Prof & Sprt Svcs Term 03/25

    Total calculated
    $295,341
    From this org
    $138,128
    From related orgs
    $118,526
    Other
    $38,687
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $42,737
    Bonus
    $64,326
    Other
    $31,065 + $118,526 related
    Deferred
    $5,099
    Nontaxable benefits
    $33,588
    Filer's total
    $176,815 + $118,526 related

  • KaneChristopher N

    RN II

    Total calculated
    $276,989
    From this org
    $217,399
    From related orgs
    $0
    Other
    $59,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,819
    Bonus
    $1,026
    Other
    $5,554
    Deferred
    $15,605
    Nontaxable benefits
    $43,985
    Filer's total
    $276,989

  • ZepedaChelsea

    ASSOC CNO THDN

    Total calculated
    $241,257
    From this org
    $209,573
    From related orgs
    $0
    Other
    $31,684
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,801
    Bonus
    $11,602
    Other
    $17,170
    Deferred
    $11,794
    Nontaxable benefits
    $19,890
    Filer's total
    $241,257

  • MarksVel

    ENTITY HR OFFICER THDN

    Total calculated
    $225,833
    From this org
    $196,731
    From related orgs
    $0
    Other
    $29,102
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,159
    Bonus
    $16,060
    Other
    $7,512
    Deferred
    $3,057
    Nontaxable benefits
    $26,045
    Filer's total
    $225,833

  • FiedlerKatherine Anne

    VP Prof & Sprt Svcs Offr THDN

    Total calculated
    $220,340
    From this org
    $135,568
    From related orgs
    $62,944
    Other
    $21,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,055 + $34,231 related
    Bonus
    $0 + $13,839 related
    Other
    $16,513 + $14,874 related
    Deferred
    $7,679 + $2,927 related
    Nontaxable benefits
    $7,786 + $3,436 related
    Filer's total
    $151,033 + $69,307 related

  • WinterMelissa Ann

    Chief Nursing Officer THDN

    Total calculated
    $153,457
    From this org
    $128,764
    From related orgs
    $0
    Other
    $24,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,097
    Bonus
    $0
    Other
    $13,667
    Deferred
    $13,223
    Nontaxable benefits
    $11,470
    Filer's total
    $153,457

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $60,850
    From this org
    $0
    From related orgs
    $60,850
    Other
    $0
    Hours/week
    0.02 + 1.43 related

  • Modi MD Dhruvangkumar

    Trustee

    Total calculated
    $21,869
    From this org
    $0
    From related orgs
    $21,869
    Other
    $0
    Hours/week
    0.02 + 1.43 related

  • Vigness MD Richard

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Hunt Hunter

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Wilder Jr Charles

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Braun JD Vianei Lopez

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Hum MD Lawrence

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Iruegas Javier

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 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, 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 · 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 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 4b - Nonqualifed 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 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(ii) and Column (F), if previously reported as deferred. Berdan,Barclay E. 576,408 Harris, Timonthy 31,451 Jackson,David W. 171,438 Kramer,Kenneth J. 129,591 Reecer, Jeffrey 39,631 Winans, Melissa Ann 21,640

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.

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.

Related partnerships

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

  • AMH Cath Labs LLC

    Hospital · TX

    Directly controlled by NA

  • Arlington Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Castle Hills Surgicare LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Central Park Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cleburne Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cross Timbers Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Denton Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Flower Mound Hospital Partners LLC

    Hospital · TX

    Directly controlled by NA

  • Fort Worth Endoscopy Centers LLC

    Endoscopy Center · TX

    Directly controlled by NA

  • Greenville Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Health Imaging Partners LLC

    Medical Imaging · TX

    Directly controlled by NA

  • Mansfield Endoscopy Center LLC

    Endoscopy · TX

    Directly controlled by NA

  • North Dallas Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Opthalmology Surgery Center of Dallas LL

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Park Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Physicians Medical Center LLC

    Hospital · TX

    Directly controlled by NA

  • Presbyterian Cancer Ctr-Dallas LLC

    Cancer Ctr · TX

    Directly controlled by NA

  • Rockwall Regional Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • South Arlington Surgical Providers LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Southlake Specialty Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • Surgical Caregivers of Fort Worth LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Craig Ranch Surgery Center

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Flower Mound Orthopedic Sur

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Huguley Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Orthopedic Surgery Center A

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allen

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allian

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Supply Chain Services LLC

    Purchasing Co · TX

    Directly controlled by NA

  • Texas Health Surgery Center Alliance LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Bedford LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Chisholm Tra

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Forney LLC

    Inactive · TX

    Directly controlled by NA

  • Texas Health Surgery Center Irving LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Preston Plaz

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Rockwall LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Southwest Fo

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Willow Park

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Institute for Surgery LLP

    Hospital · TX

    Directly controlled by NA

  • THR-STT Rockwall ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • THR-STT Southlake ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • UPNT Surgery LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • USMD Hospital at Arlington LP

    Hospital · TX

    Directly controlled by NA

  • Walnut Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Willow Park Endoscopy Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Wilson Creek Surigcal Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Women's Specialty Surgery Center of Dall

    Amb Surg Ctr · TX

    Directly controlled by NA

Related corporations and trusts

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

  • Grace Indemnity Company SPC Ltd

    C Corp · Captive Insur · CJ · controlled entity

    Directly controlled by NA

  • Texas Health Biomedical Advancement Cent

    C Corp · Research · TX · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
31 October 2025
IRS schema version
2024v5.2
Source object
202503109349301230

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