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Nonprofiteer
← TEXAS HEALTH HARRIS METHODIST HOSPITAL FORT WORTH

Form 990 for tax year 2024

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL FORT WORTH.

Totals

Total revenue
$1,294,900,285
Total expenses
$1,176,900,087
Contributions and grants received
$3,283,905
Grants paid
$234,652
Program service revenue
$1,282,991,745
Investment income
-$430,351
Other revenue
$9,054,986
Total assets, end of year
$737,947,954
Total liabilities, end of year
$103,991,808
Net assets or fund balances, end of year
$633,956,146
Program services expenses (Part IX)
$1,005,711,424
Management and general expenses
$171,188,663
Fundraising expenses
$0
Program service expenses (Part III)
$1,005,711,424

Program services were 85.5% 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.

  • 1b · Membership dues

    $1,060

  • 1d · Related organizations

    $3,282,845

  • 1g · Noncash contributions included above

    $10,700

  • 2a · Program service revenue: PATIENT REVENUE

    total $1,264,299,348 · related or exempt $1,264,299,348

  • 2b · Program service revenue: MEDICARE/MEDICAID ADJUSTMENT

    total $7,667,764 · related or exempt $7,667,764

  • 2c · Program service revenue: AFILLIATED SERVICE FEES

    total $5,360,951 · related or exempt $5,360,951

  • 2d · Program service revenue: JOINT VENTURE ACTIVITY

    total $2,993,896 · unrelated business $2,993,896

  • 2e · Program service revenue: NON GOVERNMENTAL PERFORMANCE PYMTS

    total $2,567,473 · related or exempt $2,567,473

  • 2f · All other program service revenue

    total $102,313 · related or exempt $102,313

  • 3 · Investment income

    total $19,255 · excluded $19,255

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

    total $0

  • 5 · Royalties

    total $287,148 · unrelated business $21,897 · excluded $265,251

  • 6a · Gross rents

    real property $171,198

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $171,198 · personal property $0

  • 6d · Net rental income or loss

    total $171,198 · excluded $171,198

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

    other assets $449,606

  • 7c · Gain or loss

    other assets -$449,606

  • 7d · Net gain or loss

    total -$449,606 · excluded -$449,606

  • 8a · Fundraising events: gross income

    $94,960

  • 8b · Fundraising events: direct expenses

    $75,579

  • 8c · Net income from fundraising events

    total $19,381 · excluded $19,381

  • 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

    total $5,476,182 · excluded $5,476,182

  • 11b · Other revenue: BUSINESS INTERRUPTION/OTHER INSURANCE

    total $1,181,147 · related or exempt $1,181,147

  • 11c · Other revenue: LABORATORY

    total $744,187 · related or exempt $160,571 · unrelated business $583,616

  • 11d · All other revenue

    total $1,175,743 · related or exempt $211,480 · excluded $964,263

  • 11e · Other revenue, total

    $8,577,259

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $194,652 · program services $194,652

  • 2 · Grants to domestic individuals

    total $40,000 · program services $40,000

  • 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 $3,808,806 · management and general $3,808,806 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $383,704,581 · program services $381,853,991 · management and general $1,850,590

  • 8 · Pension plan contributions

    total $16,396,291 · program services $16,396,291

  • 9 · Other employee benefits

    total $50,229,800 · program services $50,229,800

  • 10 · Payroll taxes

    total $27,402,170 · program services $27,118,828 · management and general $283,342

  • 11a · Fees: management

    total $158,087,461 · management and general $158,087,461

  • 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 $134,197,927 · program services $132,406,830 · management and general $1,791,097

  • 12 · Advertising and promotion

    total $81,470 · program services $66,254 · management and general $15,216

  • 13 · Office expenses

    total $1,642,281 · program services $1,520,209 · management and general $122,072

  • 14 · Information technology

    total $2,744,133 · program services $2,377,249 · management and general $366,884

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $14,944,286 · program services $11,988,640 · management and general $2,955,646

  • 17 · Travel

    total $516,355 · program services $503,625 · management and general $12,730

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $320,773 · program services $287,127 · management and general $33,646

  • 20 · Interest

    total $18,743,116 · program services $18,743,116

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $48,357,925 · program services $48,061,039 · management and general $296,886

  • 23 · Insurance

    total $10,464,266 · program services $10,464,266

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $220,027,005 · program services $220,018,270 · management and general $8,735

  • 24b · Other expenses: GOV SUPP PROGRAM EXP

    total $46,781,713 · program services $46,773,213 · management and general $8,500

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $12,421,560 · program services $12,349,727 · management and general $71,833

  • 24d · Other expenses: NON CAPITAL EQUIPMENT

    total $8,358,731 · program services $8,345,493 · management and general $13,238

  • 24e · All other expenses

    total $17,434,785 · program services $15,972,804 · management and general $1,461,981

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $54,160 · end of year $34,663

  • 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 $236,758,286 · end of year $234,968,817

  • 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 $517,965 · end of year $347,324

  • 8 · Inventories for sale or use

    beginning of year $18,868,907 · end of year $19,066,505

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,579,510 · end of year $4,635,028

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

    $998,536,240

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

    $518,874,583

  • 10c · Land, buildings and equipment, net

    beginning of year $490,009,429 · end of year $479,661,657

  • 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 -$1,453,441 · end of year -$1,226,288

  • 14 · Intangible assets

    beginning of year $476,436 · end of year $428,036

  • 15 · Other assets

    beginning of year $30,993 · end of year $32,212

  • 17 · Accounts payable and accrued expenses

    beginning of year $70,159,897 · end of year $77,621,030

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $15,207,133 · end of year $15,510,021

  • 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 $5,446,505 · end of year $10,860,757

  • 27 · Net assets without donor restrictions

    beginning of year $657,028,710 · end of year $633,956,146

  • 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.

  • Texas Health Harris Methodist Hospital Fort Worth ("THFW") is one of the busiest medical centers in the state, providing residents of Fort Worth and surrounding communities with advanced medical services and compassionate care for nearly a century. The 851 licensed bed facility is a Level I Trauma Center, Level IV Designated Maternal Facility, holds The Joint Commission's Gold Seal of Approval and the American Heart Association's Heart-Check mark for Advanced Certification for Comprehensive Stroke Centers and a Comprehensive Cardiac Center Certification. In addition to heart & vascular care, key service lines include cancer care, neurosciences, orthopedics, transplant services, emergency & trauma care and women & infant's care. The hospital also offers Extracorporeal Membrane Oxygenation ("ECMO"), advanced care for life-threatening heart and lung conditions. The Magnet-designated hospital was the first in North Texas to earn the American College of Cardiology Transcatheter Valve Certification and is only the second hospital in the nation to earn the Gold Seal of Approval for Brain Tumor Certification by The Joint Commission. The Jane and John Justin Tower opened at THFW in 2022, adding 144 beds, 15 surgery suites, and pre- and postoperative suites services. The project, the largest in Texas Health's history, added 400,000 square feet, helping the hospital expand its reach across the region and allowing shell space for future needs. THFW has more than 5000 employees, plus our medical staff of 1500 physicians which helps us to provide quality medical healthcare to everyone regardless of race, creed, sex, national origin, handicap, age, or ability to pay. Recognizing its mission to the community, our services are provided to both financially and medically indigent patients including those covered by governmental programs Medicare and Medicaid for reimbursement which does not always cover their cost of care because quality medical care is essential for everyone. During the year, THFW had 246,698 patient days, 42,341 discharges, 202,087 outpatient encounters, 159,426 emergency room visits and 3,229 births.

    Expenses $1,005,711,424 · Grants $234,652 · Revenue $1,284,544,943

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

  • SheltonJared Christopher

    President THFW

    Total calculated
    $947,730
    From this org
    $389,914
    From related orgs
    $394,662
    Other
    $163,154
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $121,985 + $273,260 related
    Bonus
    $210,843 + $111,077 related
    Other
    $57,086 + $10,325 related
    Deferred
    $3,981 + $106,278 related
    Nontaxable benefits
    $12,386 + $40,509 related
    Filer's total
    $406,281 + $541,449 related

  • PapstAmy Lynn

    Chief Qual & Med Officer THFW

    Total calculated
    $844,296
    From this org
    $675,100
    From related orgs
    $0
    Other
    $169,196
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $468,756
    Bonus
    $144,879
    Other
    $61,465
    Deferred
    $113,108
    Nontaxable benefits
    $56,088
    Filer's total
    $844,296

  • 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

  • PaiAjith

    Former Officer

    Total calculated
    $733,908
    From this org
    $0
    From related orgs
    $596,313
    Other
    $137,595
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,203 related
    Bonus
    $0 + $155,482 related
    Other
    $0 + $68,628 related
    Deferred
    $0 + $84,565 related
    Nontaxable benefits
    $0 + $53,030 related
    Filer's total
    $0 + $733,908 related

  • ChavezJennifer Lynn

    Chief Nursing Officer THFW

    Total calculated
    $609,787
    From this org
    $486,800
    From related orgs
    $0
    Other
    $122,987
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,625
    Bonus
    $100,366
    Other
    $48,809
    Deferred
    $92,535
    Nontaxable benefits
    $30,452
    Filer's total
    $609,787

  • DeLeonJoseph C

    President Term 7/31/2024

    Total calculated
    $600,087
    From this org
    $528,774
    From related orgs
    $0
    Other
    $71,313
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,288
    Bonus
    $138,460
    Other
    $53,026
    Deferred
    $29,829
    Nontaxable benefits
    $41,484
    Filer's total
    $600,087

  • WilsonCorey G

    VP & COO THFW

    Total calculated
    $512,666
    From this org
    $427,953
    From related orgs
    $0
    Other
    $84,713
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,470
    Bonus
    $71,655
    Other
    $36,828
    Deferred
    $37,790
    Nontaxable benefits
    $46,923
    Filer's total
    $512,666

  • MartinDavid Ward

    ASSOC CMO THFW

    Total calculated
    $509,884
    From this org
    $469,374
    From related orgs
    $0
    Other
    $40,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $438,688
    Bonus
    $29,292
    Other
    $1,394
    Deferred
    $9,294
    Nontaxable benefits
    $31,216
    Filer's total
    $509,884

  • 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

  • BrackerRachal R

    Grp Finan Offcr THFW-THAZ-THSH

    Total calculated
    $424,068
    From this org
    $395,980
    From related orgs
    $0
    Other
    $28,088
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

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

  • HaileyAmy M

    VP Professional Svcs Offr THFW

    Total calculated
    $411,621
    From this org
    $352,950
    From related orgs
    $0
    Other
    $58,671
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,249
    Bonus
    $56,596
    Other
    $33,105
    Deferred
    $21,087
    Nontaxable benefits
    $37,584
    Filer's total
    $411,621

  • MukaiGlenn Yukio

    PHARMACIST CLIN

    Total calculated
    $372,868
    From this org
    $296,945
    From related orgs
    $0
    Other
    $75,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,169
    Bonus
    $681
    Other
    $7,095
    Deferred
    $22,859
    Nontaxable benefits
    $53,064
    Filer's total
    $372,868

  • PhillipsDebra L

    ASSOC CNO THFW

    Total calculated
    $345,831
    From this org
    $286,411
    From related orgs
    $0
    Other
    $59,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,245
    Bonus
    $17,124
    Other
    $33,042
    Deferred
    $19,418
    Nontaxable benefits
    $40,002
    Filer's total
    $345,831

  • BauerEric W

    DIR PHARMACY THFW

    Total calculated
    $339,113
    From this org
    $284,965
    From related orgs
    $0
    Other
    $54,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,875
    Bonus
    $7,299
    Other
    $32,791
    Deferred
    $21,399
    Nontaxable benefits
    $32,749
    Filer's total
    $339,113

  • ZamaitesJennifer June

    SUPV NRSG

    Total calculated
    $334,257
    From this org
    $261,156
    From related orgs
    $0
    Other
    $73,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,548
    Bonus
    $9,633
    Other
    $6,975
    Deferred
    $20,018
    Nontaxable benefits
    $53,083
    Filer's total
    $334,257

  • 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 - 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(ii) and Column (F), if previously reported as deferred. Berdan,Barclay E. 576,408 Chavez,Jennifer Lynn 17,550 DeLeon,Joseph C. 164,252 Jackson,David W. 171,438 Kramer,Kenneth J. 129,591 Pai,Ajith 31,270 Papst,Amy Lynn 23,117 Shelton,Jared Christopher 35,243

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
202543109349301749

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