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← TEXAS HEALTH HARRIS METHODIST HOSPITAL FORT WORTH

Form 990 for tax year 2023

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL FORT WORTH.

Totals

Total revenue
$1,233,728,106
Total expenses
$1,135,773,705
Contributions and grants received
$6,622,422
Grants paid
$575,466
Program service revenue
$1,218,817,146
Investment income
-$38,521
Other revenue
$8,327,059
Total assets, end of year
$747,842,245
Total liabilities, end of year
$90,813,535
Net assets or fund balances, end of year
$657,028,710
Program services expenses (Part IX)
$955,088,900
Management and general expenses
$180,684,805
Fundraising expenses
$0
Program service expenses (Part III)
$955,088,900

Program services were 84.1% 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
    $4,621,716
    From this org
    $0
    From related orgs
    $3,605,445
    Other
    $1,016,271
    Hours/week
    0.64 + 49.36 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

  • 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

  • DeLeonJoseph C

    President THFW

    Total calculated
    $863,251
    From this org
    $704,680
    From related orgs
    $0
    Other
    $158,571
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $448,653
    Bonus
    $175,559
    Other
    $80,468
    Deferred
    $101,563
    Nontaxable benefits
    $57,008
    Filer's total
    $863,251

  • PapstAmy Lynn

    Chief Qual & Med Officer THFW

    Total calculated
    $740,041
    From this org
    $600,343
    From related orgs
    $0
    Other
    $139,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,036
    Bonus
    $87,844
    Other
    $59,463
    Deferred
    $85,407
    Nontaxable benefits
    $54,291
    Filer's total
    $740,041

  • 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

  • PaiAjith

    Former Officer

    Total calculated
    $543,012
    From this org
    $0
    From related orgs
    $421,491
    Other
    $121,521
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,160 related
    Bonus
    $0 + $86,666 related
    Other
    $0 + $43,665 related
    Deferred
    $0 + $70,990 related
    Nontaxable benefits
    $0 + $50,531 related
    Filer's total
    $0 + $543,012 related

  • ChavezJennifer Lynn

    Chief Nursing Officer THFW

    Total calculated
    $502,019
    From this org
    $411,447
    From related orgs
    $0
    Other
    $90,572
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,858
    Bonus
    $66,690
    Other
    $43,899
    Deferred
    $64,446
    Nontaxable benefits
    $26,126
    Filer's total
    $502,019

  • MartinDavid Ward

    ASSOC CMO THFW

    Total calculated
    $480,248
    From this org
    $442,155
    From related orgs
    $0
    Other
    $38,093
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $392,155
    Bonus
    $50,000
    Other
    $0
    Deferred
    $8,091
    Nontaxable benefits
    $30,002
    Filer's total
    $480,248

  • WilsonCorey G

    VP & COO THFW

    Total calculated
    $454,615
    From this org
    $383,440
    From related orgs
    $0
    Other
    $71,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,299
    Bonus
    $45,471
    Other
    $35,670
    Deferred
    $24,239
    Nontaxable benefits
    $46,936
    Filer's total
    $454,615

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.5 + 39.5 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

  • HaileyAmy M

    VP Professional Svcs Offr THFW

    Total calculated
    $381,353
    From this org
    $324,763
    From related orgs
    $0
    Other
    $56,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,222
    Bonus
    $38,223
    Other
    $32,318
    Deferred
    $20,402
    Nontaxable benefits
    $36,188
    Filer's total
    $381,353

  • BrackerRachal R

    Grp Finan Offcr THFW-THAZ-THSH

    Total calculated
    $373,648
    From this org
    $169,737
    From related orgs
    $174,135
    Other
    $29,776
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $130,502 + $119,489 related
    Bonus
    $0 + $38,211 related
    Other
    $39,235 + $16,435 related
    Deferred
    $8,846 + $8,185 related
    Nontaxable benefits
    $4,683 + $8,062 related
    Filer's total
    $183,266 + $190,382 related

  • ZamaitesJennifer June

    SUPV NRSG

    Total calculated
    $373,146
    From this org
    $296,375
    From related orgs
    $0
    Other
    $76,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,326
    Bonus
    $6,544
    Other
    $6,505
    Deferred
    $19,118
    Nontaxable benefits
    $57,653
    Filer's total
    $373,146

  • MukaiGlenn Yukio

    PHARMACIST CLIN

    Total calculated
    $341,869
    From this org
    $274,759
    From related orgs
    $0
    Other
    $67,110
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,471
    Bonus
    $1,000
    Other
    $3,288
    Deferred
    $17,424
    Nontaxable benefits
    $49,686
    Filer's total
    $341,869

  • MilandStephanie

    Grp Fin Off Term 3/2023

    Total calculated
    $338,666
    From this org
    $250,553
    From related orgs
    $73,302
    Other
    $14,811
    Hours/week
    30 + 5 related

    Schedule J breakdown matched by us

    Base
    $55,954
    Bonus
    $44,697
    Other
    $149,902 + $73,302 related
    Deferred
    $4,898
    Nontaxable benefits
    $9,913
    Filer's total
    $265,364 + $73,302 related

  • DeSioTerri Alice

    Former Officer

    Total calculated
    $338,401
    From this org
    $0
    From related orgs
    $278,587
    Other
    $59,814
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,663 related
    Bonus
    $0 + $12,052 related
    Other
    $0 + $45,872 related
    Deferred
    $0 + $17,677 related
    Nontaxable benefits
    $0 + $42,137 related
    Filer's total
    $0 + $338,401 related

  • BauerEric W

    DIR PHARMACY

    Total calculated
    $305,299
    From this org
    $267,150
    From related orgs
    $0
    Other
    $38,149
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,431
    Bonus
    $9,762
    Other
    $9,957
    Deferred
    $19,057
    Nontaxable benefits
    $19,092
    Filer's total
    $305,299

  • PhillipsDebra L

    ASSOC CNO THFW

    Total calculated
    $297,296
    From this org
    $241,630
    From related orgs
    $0
    Other
    $55,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,310
    Bonus
    $11,391
    Other
    $4,929
    Deferred
    $18,001
    Nontaxable benefits
    $37,665
    Filer's total
    $297,296

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $76,638
    From this org
    $0
    From related orgs
    $76,638
    Other
    $0
    Hours/week
    0.03 + 8.39 related

  • Vigness MD Richard

    Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Hunt Hunter

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Wilder Jr Charles

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Braun JD Vianei Lopez

    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

  • Hum MD Lawrence

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.68 related

  • Iruegas Javier

    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

  • 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, 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
  • 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 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 Pay
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. Miland, Stephanie 137,630
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 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). Berdan,Barclay E. 731,476 Chavez,Jennifer Lynn 17,550 DeLeon,Joseph C. 77,394 Jackson,David W. 53,142 Kramer,Kenneth J. 174,260 McWhorter,Ricky E. 197,608 Miland,Stephanie 13,916 Pai,Ajith 35,776 Papst,Amy Lynn 23,117

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403179349300415

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