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Nonprofiteer
← METHODIST-CDI

Form 990 for tax year 2023

Filed by METHODIST-CDI.

Totals

Total revenue
$23,676,663
Total expenses
$24,195,444
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,676,663
Investment income
$0
Other revenue
$0
Total assets, end of year
$3,967,237
Total liabilities, end of year
$34,030,603
Net assets or fund balances, end of year
-$30,063,366
Program services expenses (Part IX)
$24,178,444
Management and general expenses
$17,000
Fundraising expenses
$0
Program service expenses (Part III)
$24,178,444

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRIAN KENJARSKI

    Chair

    Total calculated
    $881,983
    From this org
    $0
    From related orgs
    $794,226
    Other
    $87,757
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,636 related
    Bonus
    $0 + $235,844 related
    Other
    $0 + $46,746 related
    Deferred
    $0 + $63,093 related
    Nontaxable benefits
    $0 + $24,664 related
    Filer's total
    $0 + $881,983 related

  • BRIAN JONES MD

    DIRECTOR

    Total calculated
    $587,455
    From this org
    $0
    From related orgs
    $532,714
    Other
    $54,741
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,418 related
    Bonus
    $0 + $111,365 related
    Other
    $0 + $11,931 related
    Deferred
    $0 + $17,855 related
    Nontaxable benefits
    $0 + $36,886 related
    Filer's total
    $0 + $587,455 related

  • KELLY E FARRIS MD

    DIRECTOR

    Total calculated
    $502,917
    From this org
    $0
    From related orgs
    $464,455
    Other
    $38,462
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,003 related
    Bonus
    $0 + $245,570 related
    Other
    $0 + $882 related
    Deferred
    $0 + $12,045 related
    Nontaxable benefits
    $0 + $26,417 related
    Filer's total
    $0 + $502,917 related

  • AMY GARRIGUES

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DANIEL BLIZZARD

    PRESIDENT & TREASURER

    Total calculated
    $372,656
    From this org
    $0
    From related orgs
    $346,147
    Other
    $26,509
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,125 related
    Bonus
    $0 + $68,809 related
    Other
    $0 + $17,213 related
    Deferred
    $0 + $10,627 related
    Nontaxable benefits
    $0 + $15,882 related
    Filer's total
    $0 + $372,656 related

  • KIM SCHRODER

    PRIVACY OFFICER

    Total calculated
    $0
    Hours/week
    1

  • NATALIE CULHANE

    COMPLIANCE OFFICER

    Total calculated
    $0
    Hours/week
    1

  • RAMONA AHREN

    SPECIAL ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RYAN RASCHKE

    CFO & ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SCOTT SIEMER

    SECRETARY

    Total calculated
    $635,198
    From this org
    $0
    From related orgs
    $550,125
    Other
    $85,073
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,087 related
    Bonus
    $0 + $194,295 related
    Other
    $0 + $9,743 related
    Deferred
    $0 + $63,258 related
    Nontaxable benefits
    $0 + $21,815 related
    Filer's total
    $0 + $635,198 related

  • SUSAN HOLMAN

    SPECIAL ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CRAIG BJERKE

    FORMER OFFICER

    Total calculated
    $1,551,908
    From this org
    $0
    From related orgs
    $1,386,521
    Other
    $165,387
    Hours/week
    0 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $718,071 related
    Bonus
    $0 + $569,764 related
    Other
    $0 + $98,686 related
    Deferred
    $0 + $118,345 related
    Nontaxable benefits
    $0 + $47,042 related
    Filer's total
    $0 + $1,551,908 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

  • 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 3 Arrangement used to establish the top management official's compensation
COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS PAID BY METHODIST HOSPITALS OF DALLAS, WHICH USES A FORMAL REVIEW PROCESS TO REVIEW COMPENSATION OF EMPLOYEES. THE FORMAL REVIEW PROCESS INCLUDES THE USE OF THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE TOP MANAGEMENT OFFICIALS: 1) A COMPENSATION COMMITTEE, 2) AN INDEPENDENT COMPENSATION CONSULTANT, 3) A COMPENSATION SURVEY OR STUDY, 4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, AND 5) CONTEMPORANEOUSLY SUBSTANTIATED THE DELIBERATION AND DECISION. OFFICERS COMPENSATION IS SUBJECT TO FURTHER REVIEW BY THE BOARD OF METHODIST HOSPITALS OF DALLAS.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ANY OF THE OFFICERS WHO ARE DETAILED AS BEING PAID BY A RELATED ORGANIZATION MAY HAVE CONTRIBUTIONS TO A SECTION 457(F) NON-QUALIFIED PLAN WHICH ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. METHODIST HOSPITALS OF DALLAS OFFERS A 457(F) RETIREMENT ALLOWANCE PLAN TO OFFICERS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND DIVISION PRESIDENTS. EACH YEAR THE PLAN PROVIDES CREDITS, EXPRESSED AS DOLLAR AMOUNTS, DETERMINED BY A PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY. THE PERCENTAGE FOR EACH PARTICIPANT IS DEFINED IN THE PLAN. IN ADDITION, PARTICIPANTS HAVE THE OPTION TO CONVERT UP TO 80 HOURS OF PAID TIME OFF BENEFITS ANNUALLY TO CREDITS IN THE PLAN. THE DEFERRED ALLOWANCE IS DEPOSITED IN A MUTUAL FUND ACCOUNT FOR EACH PARTICIPANT. THE PLAN DEFINES PROVISIONS FOR VESTING AND THE DISTRIBUTION OF BENEFITS. THE AMOUNTS BELOW; DEFERRED IN THE CURRENT YEAR AND PAID IN THE CURRENT YEAR, RESPECTIVELY, ARE INCLUDED IN THE AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMNS B(III), (C), OR (F). CRAIG BJERKE $102,079 / $88,185 SCOTT SIEMER $48,766 / $3,975 BRIAN KENJARSKI $51,388 / $40,903

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

No itemized grants to organizations 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
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349303471

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