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Nonprofiteer
← DALLAS METHODIST HOSPITALS FOUNDATION INC

Form 990 for tax year 2022

Filed by DALLAS METHODIST HOSPITALS FOUNDATION INC.

Totals

Total revenue
$18,375,009
Total expenses
$9,547,196
Contributions and grants received
$8,811,668
Grants paid
$6,424,193
Program service revenue
$0
Investment income
$9,794,851
Other revenue
-$231,510
Total assets, end of year
$133,935,125
Total liabilities, end of year
$855,226
Net assets or fund balances, end of year
$133,079,899
Program services expenses (Part IX)
$6,424,193
Management and general expenses
$160,630
Fundraising expenses
$2,962,373
Program service expenses (Part III)
$6,424,193

Program services were 67.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CRAIG A ALBERT

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • CRAIG BJERKE

    TREASURER & CFO

    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

  • D MICHAEL REDDEN

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • JAMES M JOHNSTON

    PRESIDENT

    Total calculated
    $636,258
    From this org
    $0
    From related orgs
    $571,551
    Other
    $64,707
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,106 related
    Bonus
    $0 + $178,413 related
    Other
    $0 + $50,032 related
    Deferred
    $0 + $15,456 related
    Nontaxable benefits
    $0 + $49,251 related
    Filer's total
    $0 + $636,258 related

  • PETE SCHENKEL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • R STEPHEN FOLSOM

    CHAIR

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • RODERICK WASHINGTON

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • ALLIE BETH ALLMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ASHLEE KLEINERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AUBREY CONNATSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BETH THOELE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BOBBY B LYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BRYAN TRUBEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CAROL SEAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHARLES C TANDY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • COMPTON BRODERS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CONNIE O'NEILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CRAIG D HODGES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Curtis C Farmer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID B MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID S HUNTLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DONALD A BERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • FRANK MIHALOPOULOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GEORGE A SHAFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Gerald B Alley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HAROLD MACDOWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JACK LOWE JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES C SCOGGIN JR

    TRUSTEE

    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

  • JEROME GARZA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JIM FRANCIS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOE B FORTSON III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • JOHN M COLLINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOHN R FORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN RANDALL CANEDY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • JUDY GIBBS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JULIE YARBROUGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LARRY HELM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LEVI H DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MICHAEL L HUTTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MICHAEL S RAWLINGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE R THOMAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NANCY ANN HUNT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NANCY BIERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL R SEEGERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • R GERALD TURNER PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • REBEKAH MITCHELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • REV APRIL JOHNSON BRISTOW DMIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • REV MARK CRAIG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • REV PAUL RASMUSSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • REV STANLEY R COPELAND D MIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT E EDMONSON MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROLAND G PARRISH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RON RICKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • RONALD G STEINHART

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SELWIN BELOFSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SYLVIA HARGRAVE MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 40 related

  • Tucker Bridwell

    TRUSTEE (BEGINNING JAN 2023)

    Total calculated
    $0
    Hours/week
    2

  • William J Bennett MD

    Trustee

    Total calculated
    $0
    Hours/week
    2

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 JAMES C. SCOGGIN JR. $0 / $336,801 JAMES JOHNSTON $0 / $26,423

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.

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
12 August 2024
IRS schema version
2022v5.0
Source object
202432259349300833

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