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← METHODIST PATIENT CENTERED ACO

Form 990 for tax year 2022

Filed by METHODIST PATIENT CENTERED ACO.

Totals

Total revenue
$5,283,244
Total expenses
$6,515,357
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,204,042
Investment income
$79,202
Other revenue
$0
Total assets, end of year
$7,849,824
Total liabilities, end of year
$7,849,824
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$5,883,520
Management and general expenses
$631,837
Fundraising expenses
$0
Program service expenses (Part III)
$5,883,520

Program services were 90.3% 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.

  • 2a · Program service revenue: MEDICARE SHARED SAVINGS INCOME

    total $4,902,948 · related or exempt $4,902,948

  • 2b · Program service revenue: Care Coordination Services

    total $167,535 · related or exempt $167,535

  • 2c · Program service revenue: Humana Value

    total $133,559 · related or exempt $133,559

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $79,202 · excluded $79,202

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $6,435 · program services $6,435

  • 11g · Fees: other

    total $5,791,159 · program services $5,791,159 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $214,686 · management and general $214,686

  • 14 · Information technology

    total $283,491 · management and general $283,491

  • 16 · Occupancy

    total $85,457 · program services $85,457

  • 17 · Travel

    total $469 · program services $469

  • 24a · Other expenses: MEMBERSHIPS / DUES

    total $133,660 · management and general $133,660

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $333,681 · end of year $117,671

  • 4 · Accounts receivable

    beginning of year $5,882,977 · end of year $5,840,152

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $68,498 · end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $28,128 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,820,078 · end of year $1,892,001

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,288,034 · end of year $1,033,918

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,845,328 · end of year $6,815,906

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $8,337,683 · end of year $9,597,925

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$8,337,683 · end of year -$9,597,925

Mission and programs · 2022

Mission

TO OPERATE AN ACCOUNTABLE CARE ORGANIZATION (ACO) TO (A) PARTICIPATE IN THE MEDICARE SHARED SAVINGS PROGRAM (MSSP) AS SET FORTH IN SECTION 1899 OF THE SOCIAL SECURITY ACT AND RELEASED REGULATIONS, (B) SERVE AS A VEHICLE FOR ADVANCING METHODIST HEALTH SYSTEM'S CLINICAL INTEGRATION AND QUALITY INITIATIVES, (C) SERVE AS A VEHICLE TO MANAGE, COORDINATE, AND PROMOTE ACCOUNTABILITY FOR THE QUALITY, PATIENT SAFETY, COST, AND OVERALL CARE OF PATIENTS, INCLUDING MEDICARE BENEFICIARIES, AND (D) SERVE AS A NETWORK TO PROVIDE COORDINATED QUALITY AND COST-EFFECTIVE MEDICAL AND HEALTH SERVICES.

Activities or mission (Part I)

To improve and save lives through managed coordinated care by providing quality and cost-effective medical and health services to patients.

  • METHODIST PATIENT CENTERED ACO (MPCACO) IS A TEXAS NONPROFIT CORPORATION FORMED TO PARTICIPATE IN THE MEDICARE SHARED SAVINGS PROGRAM (MSSP) AS AN ACCOUNTABLE CARE ORGANIZATION (ACO). ON JULY 1, 2012, THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) SELECTED MPCACO TO PARTICIPATE IN ITS MSSP. METHODIST HOSPITALS OF DALLAS (MHD) IS A TEXAS NONPROFIT CORPORATION AND A 501(C)(3) ORGANIZATION. MHD IS THE SOLE MEMBER OF MPCACO. MHD PROVIDES QUALITY INTEGRATED CARE TO IMPROVE AND SAVE LIVES OF INDIVIDUALS THROUGHOUT NORTH TEXAS. AS REQUIRED BY SECTION 425.106(c) OF THE MSSP REGULATIONS, SECTION 321 OF THE MPCACO AMENDED AND RESTATED BYLAWS REQUIRES THAT AT LEAST 75% OF THE MEMBERS OF THE BOARD SHALL BE ACO PARTICIPANTS AS DEFINED IN THE MSSP REGULATIONS, OR REPRESENTATIVES OF THOSE PARTICIPANTS, TO ENSURE MPCACO IS OPERATED IN FURTHERANCE OF MHD'S EXEMPT PURPOSES. DURING THE MOST RECENT REPORTING PERIOD OF JANUARY 1, 2022 THROUGH DECEMBER 31, 2022, MEDICARE ADVISED THE ACO IT HAD PROPERLY REPORTED ON ALL REQUIRED QUALITY METRICS AND ACHIEVED MEDICARE SAVINGS OF $5,832,222 IN ONE MEASUREMENT PERIOD OF 2022 ON THE MEDICARE POPULATION SERVED BY THE ACO. MPCACO MOVED FROM THE BASIC TRACK TO ENHANCED TRACK ON JULY 1, 2019. PURSUANT TO THE SHARED SAVING AGREEMENT, 75% OF THAT TOTAL SAVINGS WAS DISTRIBUTED TO THE ACO. SUBSEQUENTLY, A PORTION OF THAT DISTRIBUTION WAS SHARED WITH PHYSICIANS WHO HAD SIGNED UP FOR THE SHARED SAVINGS PROGRAM AND HAD ACHIEVED A MINIMUM NUMBER OF POINTS (10) BY COMPLETING TASKS OF PERFORMANCE IMPROVEMENT, ACO CITIZENSHIP, QUALITY AND/OR ELECTRONIC MEDICAL RECORDS. AN ADDITIONAL PORTION WAS DISTRIBUTED TO THE HOSPITALS IN THE METHODIST HEALTH SYSTEM AND THE BALANCE WAS RETAINED TO OFFSET A PORTION OF THE ADMINISTRATIVE COSTS OF THE ACO.

    Expenses $5,883,520 · Revenue $5,204,042

As filed on the 2022 return.

Listed in Part VII

  • Brian Jones MD

    CHAIR / PRESIDENT / CHIEF MEDICAL OFFICER

    Total calculated
    $583,771
    From this org
    $0
    From related orgs
    $508,383
    Other
    $75,388
    Hours/week
    5 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,975 related
    Bonus
    $0 + $108,117 related
    Other
    $0 + $5,291 related
    Deferred
    $0 + $26,503 related
    Nontaxable benefits
    $0 + $48,885 related
    Filer's total
    $0 + $583,771 related

  • Shannon Huggins

    SECRETARY / VP OF COMPLIANCE

    Total calculated
    $525,341
    From this org
    $0
    From related orgs
    $481,536
    Other
    $43,805
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,555 related
    Bonus
    $0 + $145,079 related
    Other
    $0 + $25,902 related
    Deferred
    $0 + $26,762 related
    Nontaxable benefits
    $0 + $17,043 related
    Filer's total
    $0 + $525,341 related

  • Alfonso Ramirez MD

    DIRECTOR

    Total calculated
    $17,093
    From this org
    $17,093
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 5 related

  • Bassem Mostafa-Elsawy MD

    DIRECTOR

    Total calculated
    $330,410
    From this org
    $0
    From related orgs
    $283,198
    Other
    $47,212
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,502 related
    Bonus
    $0 + $250 related
    Other
    $0 + $446 related
    Deferred
    $0 + $15,608 related
    Nontaxable benefits
    $0 + $31,604 related
    Filer's total
    $0 + $330,410 related

  • James C Scoggin Jr

    DIRECTOR

    Total calculated
    $3,328,014
    From this org
    $0
    From related orgs
    $3,246,894
    Other
    $81,120
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,494,518 related
    Bonus
    $0 + $1,391,005 related
    Other
    $0 + $361,371 related
    Deferred
    $0 + $24,628 related
    Nontaxable benefits
    $0 + $56,492 related
    Filer's total
    $0 + $3,328,014 related

  • John Myers MD

    DIRECTOR (BEGINNING JAN 2023)

    Total calculated
    $195,599
    From this org
    $0
    From related orgs
    $166,265
    Other
    $29,334
    Hours/week
    2 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,172 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $1,093 related
    Deferred
    $0 + $15,231 related
    Nontaxable benefits
    $0 + $14,103 related
    Filer's total
    $0 + $195,599 related

  • Lucious Williams MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Martin L Koonsman MD

    DIRECTOR

    Total calculated
    $1,009,024
    From this org
    $0
    From related orgs
    $926,975
    Other
    $82,049
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,575 related
    Bonus
    $0 + $319,091 related
    Other
    $0 + $59,309 related
    Deferred
    $0 + $46,829 related
    Nontaxable benefits
    $0 + $35,220 related
    Filer's total
    $0 + $1,009,024 related

  • Matt Muller MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael L Finch MD

    DIRECTOR

    Total calculated
    $7,297
    From this org
    $0
    From related orgs
    $7,297
    Other
    $0
    Hours/week
    2 + 5 related

  • Michael S Marshall MD

    DIRECTOR

    Total calculated
    $521,045
    From this org
    $0
    From related orgs
    $471,983
    Other
    $49,062
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,239 related
    Bonus
    $0 + $318,904 related
    Other
    $0 + $840 related
    Deferred
    $0 + $20,292 related
    Nontaxable benefits
    $0 + $28,770 related
    Filer's total
    $0 + $521,045 related

  • Nancy Georgekutty Alexander MD

    DIRECTOR (THROUGH JAN 2023)

    Total calculated
    $312,111
    From this org
    $0
    From related orgs
    $274,038
    Other
    $38,073
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,732 related
    Bonus
    $0 + $122,166 related
    Other
    $0 + $140 related
    Deferred
    $0 + $14,413 related
    Nontaxable benefits
    $0 + $23,660 related
    Filer's total
    $0 + $312,111 related

  • Rajasree Nair MD

    DIRECTOR

    Total calculated
    $278,047
    From this org
    $0
    From related orgs
    $269,164
    Other
    $8,883
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,868 related
    Bonus
    $0 + $20,750 related
    Other
    $0 + $546 related
    Deferred
    $0 + $8,413 related
    Nontaxable benefits
    $0 + $470 related
    Filer's total
    $0 + $278,047 related

  • Samir Nangia MD

    DIRECTOR

    Total calculated
    $22,000
    From this org
    $0
    From related orgs
    $22,000
    Other
    $0
    Hours/week
    2

  • Craig Bjerke

    TREASURER

    Total calculated
    $1,462,790
    From this org
    $0
    From related orgs
    $1,331,514
    Other
    $131,276
    Hours/week
    2 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,461 related
    Bonus
    $0 + $560,948 related
    Other
    $0 + $87,105 related
    Deferred
    $0 + $88,985 related
    Nontaxable benefits
    $0 + $42,291 related
    Filer's total
    $0 + $1,462,790 related

  • George Williams MD

    FORMER OFFICER

    Total calculated
    $718,246
    From this org
    $0
    From related orgs
    $673,201
    Other
    $45,045
    Hours/week
    0 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,532 related
    Bonus
    $0 + $250 related
    Other
    $0 + $401,419 related
    Deferred
    $0 + $23,235 related
    Nontaxable benefits
    $0 + $21,810 related
    Filer's total
    $0 + $718,246 related

  • Samuel Cullison MD

    FORMER DIRECTOR

    Total calculated
    $222,486
    From this org
    $0
    From related orgs
    $216,254
    Other
    $6,232
    Hours/week
    0 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $23,962 related
    Bonus
    $0
    Other
    $0 + $192,292 related
    Deferred
    $0 + $6,232 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $222,486 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

  • 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 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) contemporaneous substantiation of the deliberation and decision. OFFICER COMPENSATION IS SUBJECT TO FURTHER REVIEW BY THE BOARD OF METHODIST HOSPITALS OF DALLAS.
Schedule J, Part I, Line 4a Severance or change-of-control payment
During calendar year 2022, Samuel Cullison was paid severance in the amount of $78,976 and George Williams was paid severance in the amount of $297,059. The severance payments are included in (b)(iii) on Schedule J, Part II.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Any of the reportable individuals who are detailed as being paid by a related organization may have deferred amounts to or distributions from a section 457(F) non-qualified plan which are included in the applicable sections of Schedule J, Part II. To aid in retaining key employees, a 457(f) retirement allowance plan is available 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. The deferred allowance is deposited in a mutual fund account for each participant and invested in funds selected by the participant from a menu of available options. Vested benefits, with investments gains or losses, are paid to participants as regular taxable income. The plan defines provisions for distribution of benefits in the event of the participant's death or separation of employment prior to the elected vesting date. 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 $71,022 / $78,363 Shannon Huggins $17,261 / $21,250 Martin Koonsman Jr. $30,475 / $38,513 George Williams $10,344 / $39,700 JOHN MYERS $14,216 / $0 JAMES C. SCOGGIN JR. $0 / $336,801

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.

  • METDALSPI HOLDING LLC

    N/A · Holding Company · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METDALSPI LLC

    N/A · HOSPITAL · TX

    Directly controlled by METDALSPI HOLDING LLC

  • METHODIST DIAGNOSTIC IMAGING OF TEXAS LLC

    N/A · MEDICAL SERVICES · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METHODIST MCKINNEY HOSPITAL LLC

    N/A · HOSPITAL · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METHODIST URGENT CARE OF TEXAS LLC

    N/A · MEDICAL SERVICES · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METSL HOLDINGS LLC

    N/A · Holding Company · TX

    Directly controlled by NORTH TEXAS HEALTH FACILITIES MGMT

  • METSL LLC

    N/A · Hospital · TX

    Directly controlled by METSL HOLDINGS LLC

  • MHD-USO GENERAL LLC

    N/A · MEDICAL SERVICES · TX

    Directly controlled by NORTH TEXAS HEALTH FACILITIES MGMT

  • MHD-USO MANAGEMENT COMPANY LP

    N/A · MEDICAL SERVICES · TX

    Directly controlled by NORTH TEXAS HEALTH FACILITIES MGMT

  • MHS-CHC ILP

    N/A · REHAB HOSPITAL · TX

    Directly controlled by MHS-CHC LLC

  • MHS-CHC LLC

    N/A · Holding Company · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METHODIST MANSFIELD AMBULATORY SURGERY CENTER LLC

    N/A · Ambulatory Services · TX

    Directly controlled by Methodist Hospitals of Dallas

  • MetSL Property Investor LLC

    N/A · Ground Lease · TX

    Directly controlled by Methodist Hospitals of Dallas

  • Methodist Transitional Care Center - DeSoto LLC

    N/A · Skilled Nursing and Rehabilitation Center · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • MSP ASC HOLDINGS LLC

    N/A · HOLDING COMPANY · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • MSP MCKINNEY HOLDINGS LLC

    N/A · HOLDING COMPANY · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

Related corporations and trusts

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

  • NORTH TEXAS HEALTH FACILITIES MANAGEMENT

    C Corporation · FACILITY AND PHYSICIAN MGMT · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • COLLECTECH FINANCIAL SERVICES INC

    C Corporation · BILLING AND COLLECTION · TX

    Directly controlled by NORTH TEXAS Health FACILITIES MGMT

  • RICHARDSON PHYSICIAN ALLIANCE

    C Corporation · PHYSICIAN SERVICES · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

Provenance

Return type
form_990
Tax year
2022
Filed
12 August 2024
IRS schema version
2022v5.0
Source object
202422259349301352

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