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← TEXAS HEALTH HARRIS METHODIST HOSPITAL STEPHENVILLE

Form 990 for tax year 2022

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL STEPHENVILLE.

Totals

Total revenue
$65,327,390
Total expenses
$58,321,652
Contributions and grants received
$546,543
Grants paid
$52,230
Program services expenses (Part IX)
$48,194,974
Management and general expenses
$10,126,678
Fundraising expenses
$0
Program service expenses (Part III)
$48,194,974

Program services were 82.6% 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
    $3,806,117
    From this org
    $0
    From related orgs
    $3,378,414
    Other
    $427,703
    Hours/week
    0.32 + 49.68 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,670,569 related
    Bonus
    $0 + $1,415,798 related
    Other
    $0 + $292,047 related
    Deferred
    $0 + $377,798 related
    Nontaxable benefits
    $0 + $49,905 related
    Filer's total
    $0 + $3,806,117 related

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,634,387
    From this org
    $0
    From related orgs
    $1,477,178
    Other
    $157,209
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $897,686 related
    Bonus
    $0 + $438,893 related
    Other
    $0 + $140,599 related
    Deferred
    $0 + $120,036 related
    Nontaxable benefits
    $0 + $37,173 related
    Filer's total
    $0 + $1,634,387 related

  • KingJames Kirk

    Former Officer

    Total calculated
    $1,500,786
    From this org
    $0
    From related orgs
    $1,251,353
    Other
    $249,433
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $720,897 related
    Bonus
    $0 + $389,996 related
    Other
    $0 + $140,460 related
    Deferred
    $0 + $200,333 related
    Nontaxable benefits
    $0 + $49,100 related
    Filer's total
    $0 + $1,500,786 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,330,841
    From this org
    $0
    From related orgs
    $1,190,704
    Other
    $140,137
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,629 related
    Bonus
    $0 + $372,552 related
    Other
    $0 + $134,523 related
    Deferred
    $0 + $101,290 related
    Nontaxable benefits
    $0 + $38,847 related
    Filer's total
    $0 + $1,330,841 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $653,618
    From this org
    $0
    From related orgs
    $524,017
    Other
    $129,601
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,809 related
    Bonus
    $0 + $143,198 related
    Other
    $0 + $47,010 related
    Deferred
    $0 + $91,723 related
    Nontaxable benefits
    $0 + $37,878 related
    Filer's total
    $0 + $653,618 related

  • LeuChristopher T

    President THS Term July 2022

    Total calculated
    $524,369
    From this org
    $234,659
    From related orgs
    $179,034
    Other
    $110,676
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $135,137 + $108,776 related
    Bonus
    $92,603 + $18,890 related
    Other
    $6,919 + $51,368 related
    Deferred
    $11,115 + $43,225 related
    Nontaxable benefits
    $30,616 + $25,720 related
    Filer's total
    $276,390 + $247,979 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $457,768
    From this org
    $0
    From related orgs
    $389,083
    Other
    $68,685
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,180 related
    Bonus
    $0 + $87,682 related
    Other
    $0 + $32,221 related
    Deferred
    $0 + $17,369 related
    Nontaxable benefits
    $0 + $51,316 related
    Filer's total
    $0 + $457,768 related

  • PriceMonica L

    Grp Finan Officer THSW-THS-THC

    Total calculated
    $355,147
    From this org
    $0
    From related orgs
    $330,377
    Other
    $24,770
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,181 related
    Bonus
    $0 + $69,485 related
    Other
    $0 + $29,711 related
    Deferred
    $0 + $14,588 related
    Nontaxable benefits
    $0 + $10,182 related
    Filer's total
    $0 + $355,147 related

  • McCarthyCynthia Lou

    CNO/Interim President

    Total calculated
    $351,823
    From this org
    $294,384
    From related orgs
    $0
    Other
    $57,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,387
    Bonus
    $76,056
    Other
    $25,941
    Deferred
    $15,754
    Nontaxable benefits
    $41,685
    Filer's total
    $351,823

  • DerrickMarcia G

    PROF & SUPPORT SVCS OFFICER

    Total calculated
    $283,861
    From this org
    $233,836
    From related orgs
    $0
    Other
    $50,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,665
    Bonus
    $21,552
    Other
    $8,619
    Deferred
    $13,731
    Nontaxable benefits
    $36,294
    Filer's total
    $283,861

  • MooreSammy

    DIR PHARMACY

    Total calculated
    $272,991
    From this org
    $219,799
    From related orgs
    $0
    Other
    $53,192
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,053
    Bonus
    $30,106
    Other
    $8,640
    Deferred
    $15,113
    Nontaxable benefits
    $38,079
    Filer's total
    $272,991

  • BristerMarilyn Kay

    Chief Qual & Med Officer THS

    Total calculated
    $271,030
    From this org
    $239,331
    From related orgs
    $0
    Other
    $31,699
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,625
    Bonus
    $40,706
    Other
    not reported
    Deferred
    $9,647
    Nontaxable benefits
    $22,052
    Filer's total
    $271,030

  • WieseRebecca L

    SUPV ADMV

    Total calculated
    $232,496
    From this org
    $167,573
    From related orgs
    $0
    Other
    $64,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,118
    Bonus
    $13,496
    Other
    $5,959
    Deferred
    $12,616
    Nontaxable benefits
    $52,307
    Filer's total
    $232,496

  • InmanFatima Michelle

    RN VI CHARGE

    Total calculated
    $213,897
    From this org
    $160,042
    From related orgs
    $0
    Other
    $53,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,380
    Bonus
    $6,274
    Other
    $3,388
    Deferred
    $12,363
    Nontaxable benefits
    $41,492
    Filer's total
    $213,897

  • Atwood-PerezSuzanne Marie

    DIR RADIOLOGY

    Total calculated
    $195,533
    From this org
    $163,305
    From related orgs
    $0
    Other
    $32,228
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,727
    Bonus
    $15,914
    Other
    $4,664
    Deferred
    $11,314
    Nontaxable benefits
    $20,914
    Filer's total
    $195,533

  • BerenzweigHarold K

    Former Officer

    Total calculated
    $186,125
    From this org
    $0
    From related orgs
    $186,125
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,875 related
    Bonus
    $0 + $250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $186,125 related

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $97,456
    From this org
    $0
    From related orgs
    $97,456
    Other
    $0
    Hours/week
    0.02 + 8.41 related

  • Stripling MD Dennis

    Immediate past chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Bernstein Kenneth

    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

  • Hunt Hunter

    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

  • Washington Bernice

    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
  • 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 WHICH IS INCLUDED IN THE TAXABLE COMPENSATION OF THE EMPLOYEE. This allowance covers costs such as business use of their personal vehicles in lieu of reimbursement for auto mileage. It also allows access to certain executive benefits including individual long term disability, long term care and individual life insurance.
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 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 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 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 $155,068 David Jackson $ 11,705 James Kirk King $ 48,503 Kenneth Kramer $ 46,912 Christopher Leu $ 13,203 Cynthia McCarthy $ 6,722 Ricky E. McWhorter $ 39,816

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
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202323129349301907

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