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← TEXAS HEALTH HARRIS METHODIST HOSPITAL SOUTHWEST FORT WORTH

Form 990 for tax year 2024

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL SOUTHWEST FORT WORTH.

Totals

Total revenue
$392,807,897
Total expenses
$350,890,393
Contributions and grants received
$67,600
Grants paid
$38,300
Program services expenses (Part IX)
$288,573,847
Management and general expenses
$62,316,546
Fundraising expenses
$0
Program service expenses (Part III)
$288,573,847

Program services were 82.2% 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
    $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

  • TuckerRebecca D

    Former Officer

    Total calculated
    $960,949
    From this org
    $0
    From related orgs
    $815,679
    Other
    $145,270
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,753 related
    Bonus
    $0 + $306,745 related
    Other
    $0 + $60,181 related
    Deferred
    $0 + $93,570 related
    Nontaxable benefits
    $0 + $51,700 related
    Filer's total
    $0 + $960,949 related

  • 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

    President THSW

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

    Schedule J breakdown matched by us

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

  • MontgomeryGary Mark

    CQMO Term 7/1/2024

    Total calculated
    $480,631
    From this org
    $433,322
    From related orgs
    $0
    Other
    $47,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,387
    Bonus
    $175,944
    Other
    $22,991
    Deferred
    $18,212
    Nontaxable benefits
    $29,097
    Filer's total
    $480,631

  • 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

  • DonovanLori Jo

    Chief Nursing Officer THSW

    Total calculated
    $447,947
    From this org
    $331,778
    From related orgs
    $17,563
    Other
    $98,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,693
    Bonus
    $15,034
    Other
    $33,051 + $17,563 related
    Deferred
    $52,702
    Nontaxable benefits
    $45,904
    Filer's total
    $430,384 + $17,563 related

  • PriceMonica L

    Grp Finan Officer THSW-THC-THS

    Total calculated
    $386,589
    From this org
    $360,127
    From related orgs
    $0
    Other
    $26,462
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $253,605
    Bonus
    $75,655
    Other
    $30,867
    Deferred
    $15,944
    Nontaxable benefits
    $10,518
    Filer's total
    $386,589

  • GordonMarva Marie

    DIR SR PROF SUPP SVC THSW

    Total calculated
    $312,190
    From this org
    $257,120
    From related orgs
    $0
    Other
    $55,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,537
    Bonus
    $20,453
    Other
    $10,130
    Deferred
    $18,249
    Nontaxable benefits
    $36,821
    Filer's total
    $312,190

  • NalleyLeanna W

    Former Highest Paid

    Total calculated
    $290,731
    From this org
    $0
    From related orgs
    $216,440
    Other
    $74,291
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,211 related
    Bonus
    $0 + $17,643 related
    Other
    $0 + $26,586 related
    Deferred
    $0 + $15,952 related
    Nontaxable benefits
    $0 + $58,339 related
    Filer's total
    $0 + $290,731 related

  • ShafiShahid

    Chief Qual & Med Officer THSW

    Total calculated
    $273,708
    From this org
    $220,366
    From related orgs
    $0
    Other
    $53,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,735
    Bonus
    $75,000
    Other
    $14,631
    Deferred
    $15,849
    Nontaxable benefits
    $37,493
    Filer's total
    $273,708

  • CamarceAnaliza Katigbak

    RN II

    Total calculated
    $266,841
    From this org
    $205,079
    From related orgs
    $0
    Other
    $61,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,022
    Bonus
    $14,390
    Other
    $6,667
    Deferred
    $12,377
    Nontaxable benefits
    $49,385
    Filer's total
    $266,841

  • ChengSharon

    DIR REHAB SVC THSW

    Total calculated
    $258,455
    From this org
    $208,473
    From related orgs
    $0
    Other
    $49,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,405
    Bonus
    $9,459
    Other
    $23,609
    Deferred
    $8,341
    Nontaxable benefits
    $41,641
    Filer's total
    $258,455

  • WallaceGary D

    DIR ED CRTL CR THSW

    Total calculated
    $255,987
    From this org
    $207,727
    From related orgs
    $0
    Other
    $48,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,470
    Bonus
    $10,401
    Other
    $18,856
    Deferred
    $9,784
    Nontaxable benefits
    $38,476
    Filer's total
    $255,987

  • WilliamsPhilip A

    PHARMACIST CLIN

    Total calculated
    $249,380
    From this org
    $200,224
    From related orgs
    $0
    Other
    $49,156
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,112
    Bonus
    $1,112
    Other
    $0
    Deferred
    $15,068
    Nontaxable benefits
    $34,088
    Filer's total
    $249,380

  • 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 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 — 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 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 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(ii) and Column (F), if previously reported as deferred. Berdan,Barclay E. 576,408 Jackson,David W. 171,438 Kramer,Kenneth J. 129,592 Montgomery,Gary Mark 130,112 Pai,Ajith 31,270 Tucker,Rebecca D 148,348

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
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202523109349302327

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