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← TEXAS HEALTH HARRIS METHODIST HOSPITAL STEPHENVILLE

Form 990 for tax year 2023

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL STEPHENVILLE.

Totals

Total revenue
$65,645,806
Total expenses
$61,225,175
Contributions and grants received
$1,058,974
Grants paid
$40,072
Program services expenses (Part IX)
$50,723,016
Management and general expenses
$10,502,159
Fundraising expenses
$0
Program service expenses (Part III)
$50,723,016

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BerdanBarclay E

    THR CEO/Trustee

    Total calculated
    $4,621,716
    From this org
    $0
    From related orgs
    $3,605,445
    Other
    $1,016,271
    Hours/week
    0.32 + 49.68 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,860,563 related
    Bonus
    $0 + $1,414,089 related
    Other
    $0 + $330,793 related
    Deferred
    $0 + $963,751 related
    Nontaxable benefits
    $0 + $52,520 related
    Filer's total
    $0 + $4,621,716 related

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,840,778
    From this org
    $0
    From related orgs
    $1,515,772
    Other
    $325,006
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $932,223 related
    Bonus
    $0 + $437,883 related
    Other
    $0 + $145,666 related
    Deferred
    $0 + $285,038 related
    Nontaxable benefits
    $0 + $39,968 related
    Filer's total
    $0 + $1,840,778 related

  • KingJames Kirk

    Former Officer

    Total calculated
    $1,641,195
    From this org
    $0
    From related orgs
    $1,271,947
    Other
    $369,248
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $744,380 related
    Bonus
    $0 + $379,709 related
    Other
    $0 + $147,858 related
    Deferred
    $0 + $316,307 related
    Nontaxable benefits
    $0 + $52,941 related
    Filer's total
    $0 + $1,641,195 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,442,048
    From this org
    $0
    From related orgs
    $1,206,803
    Other
    $235,245
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,551 related
    Bonus
    $0 + $359,141 related
    Other
    $0 + $142,111 related
    Deferred
    $0 + $193,789 related
    Nontaxable benefits
    $0 + $41,456 related
    Filer's total
    $0 + $1,442,048 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $680,985
    From this org
    $0
    From related orgs
    $515,108
    Other
    $165,877
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,305 related
    Bonus
    $0 + $117,613 related
    Other
    $0 + $49,190 related
    Deferred
    $0 + $125,200 related
    Nontaxable benefits
    $0 + $40,677 related
    Filer's total
    $0 + $680,985 related

  • LeuChristopher T

    Former Officer

    Total calculated
    $576,275
    From this org
    $0
    From related orgs
    $428,318
    Other
    $147,957
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,645 related
    Bonus
    $0 + $94,635 related
    Other
    $0 + $81,038 related
    Deferred
    $0 + $89,301 related
    Nontaxable benefits
    $0 + $58,656 related
    Filer's total
    $0 + $576,275 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,238 related
    Bonus
    $0 + $41,945 related
    Other
    $0 + $33,005 related
    Deferred
    $0 + $17,934 related
    Nontaxable benefits
    $0 + $53,725 related
    Filer's total
    $0 + $424,847 related

  • EisenmannClaudia A

    President THS

    Total calculated
    $387,671
    From this org
    $326,903
    From related orgs
    $0
    Other
    $60,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,920
    Bonus
    $30,000
    Other
    $37,983
    Deferred
    $41,600
    Nontaxable benefits
    $19,168
    Filer's total
    $387,671

  • DerrickMarcia G

    PROF & SUPPORT SVCS OFFICER

    Total calculated
    $367,846
    From this org
    $340,702
    From related orgs
    $0
    Other
    $27,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,172
    Bonus
    $10,604
    Other
    $198,926
    Deferred
    $12,861
    Nontaxable benefits
    $14,283
    Filer's total
    $367,846

  • McCarthy Cynthia Lou

    CNO/Interim Pres 1/1-1/16/2023

    Total calculated
    $360,469
    From this org
    $281,056
    From related orgs
    $0
    Other
    $79,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,816
    Bonus
    $54,733
    Other
    $26,507
    Deferred
    $35,242
    Nontaxable benefits
    $44,171
    Filer's total
    $360,469

  • PriceMonica L

    Grp Finan Officer THSW-THC-THS

    Total calculated
    $336,328
    From this org
    $0
    From related orgs
    $310,922
    Other
    $25,406
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,007 related
    Bonus
    $0 + $35,702 related
    Other
    $0 + $30,213 related
    Deferred
    $0 + $15,422 related
    Nontaxable benefits
    $0 + $9,984 related
    Filer's total
    $0 + $336,328 related

  • BristerMarilyn Kay

    Chief Qual & Med Officer THS

    Total calculated
    $285,833
    From this org
    $238,356
    From related orgs
    $0
    Other
    $47,477
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,394
    Bonus
    $28,962
    Other
    $0
    Deferred
    $12,667
    Nontaxable benefits
    $34,810
    Filer's total
    $285,833

  • MooreSammy

    DIR PHARMACY

    Total calculated
    $251,707
    From this org
    $199,014
    From related orgs
    $0
    Other
    $52,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,717
    Bonus
    $7,535
    Other
    $9,762
    Deferred
    $15,211
    Nontaxable benefits
    $37,482
    Filer's total
    $251,707

  • WieseRebecca L

    SUPV ADMV

    Total calculated
    $229,229
    From this org
    $162,113
    From related orgs
    $0
    Other
    $67,116
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,620
    Bonus
    $4,907
    Other
    $6,586
    Deferred
    $12,863
    Nontaxable benefits
    $54,253
    Filer's total
    $229,229

  • Atwood-PerezSuzanne Marie

    DIR RADIOLOGY

    Total calculated
    $208,069
    From this org
    $160,831
    From related orgs
    $0
    Other
    $47,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,076
    Bonus
    $7,603
    Other
    $6,152
    Deferred
    $11,616
    Nontaxable benefits
    $35,622
    Filer's total
    $208,069

  • StephansHilary Reed

    ENTITY HR OFFICER THS

    Total calculated
    $206,490
    From this org
    $171,664
    From related orgs
    $0
    Other
    $34,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,231
    Bonus
    $48,333
    Other
    $100
    Deferred
    $2,175
    Nontaxable benefits
    $32,651
    Filer's total
    $206,490

  • BerenzweigHarold Karl

    Former Officer

    Total calculated
    $166,694
    From this org
    $0
    From related orgs
    $166,694
    Other
    $0
    Hours/week
    0 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,444 related
    Bonus
    $0 + $250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $166,694 related

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $76,638
    From this org
    $0
    From related orgs
    $76,638
    Other
    $0
    Hours/week
    0.02 + 8.41 related

  • Vigness MD Richard

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Hunt Hunter

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Wilder Jr Charles

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Braun JD Vianei Lopez

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Hum MD Lawrence

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Iruegas Javier

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 - Discretionary Spending Account
Each executive at the vice president level and above receives a perk allowance and flexible benefit allowance which is included in the taxable compensation of the employee. The perk allowance covers costs such as business use of their personal vehicles in lieu of reimbursement for auto mileage. The flexible benefit allowance can be used to purchase executive benefits on an after-tax basis.
Schedule J, Part I, Line 3 - CEO Compensation
The organization relied on Texas Health Resources (THR), a related 501(c)(3) organization with centralized compensation professionals to use the following methods to establish the compensation of the organization's top executive officer who is responsible for the daily operations of the hospital. * The Governance committee (which includes independent persons) performs reviews and makes recommendations to the THR Board to approve the overall payment philosophy. * An Independent compensation consultant may be hired. * Compensation surveys or studies are utilized. * Board or Governance committee approves the executive compensation parameters within the executive compensation philosophy. The President is a corporate officer providing oversight of the COO/CNO and whose compensation is paid and determined by THR.
Schedule J, Part I, Line 4A- 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. Derrick, Maria G. $163,931.20
Schedule J, Part I, Line 4b-Nonqualified Retirement Plan
Participation in the THR plans is made available to a select group of management and highly compensated employees as determined by the THR Board of Trustees, who are providing services in a key position of management and responsibility. SERP: For the active restoration account (Account balances after 12/31/2009) SERP benefits vest while the participant is employed if the participant: * Reaches age 65 * Becomes disabled or dies, * Reaches the following years of service: 2 Years - 25%; 3 Years - 50%; 4 Years - 75% and 5 or more years - 100% Participants must be employed on Dec 1 to qualify for the current year's SERP Benefit unless separation is due to death, disability, retirement (Age 65) or early retirement (separation from service at or after age 55 with 75 years of combined age and service with the system.) SERP benefits are calculated each Dec 1. Vested balances are taxed to the employee and the net balances begin accruing earnings. Vested balances are paid in a cash lump sum within a 90-day period commencing on the earlier of death, disability, or separation from service. The deferred portion is included in Schedule J, Part II, column C. In frozen restoration accounts (account balances prior to 1/1/2010), the participant or beneficiary shall be taxed on his or her vested SERP benefits upon the earliest of: * Continued employment in THR until age 68 * Termination of employment for disability or death * Involuntary termination of employment without reasonable cause; or * Satisfying a 24 month non-compete period following his/her termination of employment. Payment follows the before mentioned events, except in the case of involuntary separation when the participant must wait 24 months to receive the previously taxed benefit. LTIP: The Long Term Incentive Plan covers 2,3,or 4 years. Payouts are made over 2,3, or4 years after key performance goals are met. Benefits vest if they are employed at the end of the year the payout is made. Payments can also be made if separation is due to death, disability, retirement (Age 65) or early retirement (separation from service at or after age 55 with 75 years of combined age and service with the system.) In the case of retirement and early retirement, CEO approval much be obtained and a non-compete must be satisfied prior to the end of the year payout. Retention: A retention agreement may be offered to an executive in a key position or based on succession planning needs of the system. The length of the retention period will be dependent upon the needs of the organization to retain the key executive. Payments are made within 2 1/2 months following the end of the retention period. Payouts to the following employees were made during the year for all the plans listed above. The amounts below are included in the amount reported on Sch J, Part II, Column B(iii) and Column (F). Berdan,Barclay E. 731,475.57 Jackson,David W. 53,142.46 King,James Kirk 182,416.79 Kramer,Kenneth J. 174,260.24 Leu, Christopher T 46,234.85 McCarthy, Cynthia Lou 23,162.89 McWhorter,Ricky E. 197,607.60

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
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202413179349300221

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