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← MHSR MEDICAL CENTER

Form 990 for tax year 2022

Filed by MHSR MEDICAL CENTER.

Totals

Total revenue
$48,564
Total expenses
$730,721
Contributions and grants received
$48,564
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$20,230,917
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$20,230,917
Program services expenses (Part IX)
$545,238
Management and general expenses
$185,483
Fundraising expenses
$0
Program service expenses (Part III)
$545,238

Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMY BODWELL

    Vice Chair & Assistanct Secretary

    Total calculated
    $563,754
    From this org
    $0
    From related orgs
    $504,840
    Other
    $58,914
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,627 related
    Bonus
    $0 + $164,144 related
    Other
    $0 + $36,069 related
    Deferred
    $0 + $32,597 related
    Nontaxable benefits
    $0 + $26,317 related
    Filer's total
    $0 + $563,754 related

  • CRAIG BJERKE

    Chair, Treasurer, Secretary, VP Compliance

    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

  • JAMES C SCOGGIN JR

    President

    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

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 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 and paid, respectively, are included in the amounts reported on schedule j, part ii, columns b(iii), (c), or (f). CRAIG BJERKE $71,022 / $78,363 Amy Bodwell $17,052 / $32,973 James C. Scoggin Jr. $0/ $336,081

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
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202422269349302167

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