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Nonprofiteer
← TEXAS HEALTH SPECIALTY HOSPITAL FORT WORTH

Form 990 for tax year 2022

Filed by TEXAS HEALTH SPECIALTY HOSPITAL FORT WORTH.

Totals

Total revenue
$10,929,743
Total expenses
$9,392,494
Contributions and grants received
$16,162
Grants paid
$665,679
Program services expenses (Part IX)
$7,059,918
Management and general expenses
$2,332,576
Fundraising expenses
$0
Program service expenses (Part III)
$7,059,918

Program services were 75.2% 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
    $3,806,117
    From this org
    $0
    From related orgs
    $3,378,414
    Other
    $427,703
    Hours/week
    0.32 + 49.68 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,670,569 related
    Bonus
    $0 + $1,415,798 related
    Other
    $0 + $292,047 related
    Deferred
    $0 + $377,798 related
    Nontaxable benefits
    $0 + $49,905 related
    Filer's total
    $0 + $3,806,117 related

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,634,387
    From this org
    $0
    From related orgs
    $1,477,178
    Other
    $157,209
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $897,686 related
    Bonus
    $0 + $438,893 related
    Other
    $0 + $140,599 related
    Deferred
    $0 + $120,036 related
    Nontaxable benefits
    $0 + $37,173 related
    Filer's total
    $0 + $1,634,387 related

  • KingJames Kirk

    President THFW

    Total calculated
    $1,500,786
    From this org
    $0
    From related orgs
    $1,251,353
    Other
    $249,433
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $720,897 related
    Bonus
    $0 + $389,996 related
    Other
    $0 + $140,460 related
    Deferred
    $0 + $200,333 related
    Nontaxable benefits
    $0 + $49,100 related
    Filer's total
    $0 + $1,500,786 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,330,841
    From this org
    $0
    From related orgs
    $1,190,704
    Other
    $140,137
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,629 related
    Bonus
    $0 + $372,552 related
    Other
    $0 + $134,523 related
    Deferred
    $0 + $101,290 related
    Nontaxable benefits
    $0 + $38,847 related
    Filer's total
    $0 + $1,330,841 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $653,618
    From this org
    $0
    From related orgs
    $524,017
    Other
    $129,601
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,809 related
    Bonus
    $0 + $143,198 related
    Other
    $0 + $47,010 related
    Deferred
    $0 + $91,723 related
    Nontaxable benefits
    $0 + $37,878 related
    Filer's total
    $0 + $653,618 related

  • MilandStephanie

    Grp Finan Offcr THFW-THAZ-THSH

    Total calculated
    $490,541
    From this org
    $0
    From related orgs
    $422,682
    Other
    $67,859
    Hours/week
    2.8 + 37.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,279 related
    Bonus
    $0 + $96,857 related
    Other
    $0 + $55,546 related
    Deferred
    $0 + $21,311 related
    Nontaxable benefits
    $0 + $46,548 related
    Filer's total
    $0 + $490,541 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $457,768
    From this org
    $0
    From related orgs
    $389,083
    Other
    $68,685
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,180 related
    Bonus
    $0 + $87,682 related
    Other
    $0 + $32,221 related
    Deferred
    $0 + $17,369 related
    Nontaxable benefits
    $0 + $51,316 related
    Filer's total
    $0 + $457,768 related

  • DeSioTerri Alice

    Former Officer

    Total calculated
    $327,004
    From this org
    $0
    From related orgs
    $268,956
    Other
    $58,048
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,175 related
    Bonus
    $0 + $26,224 related
    Other
    $0 + $9,557 related
    Deferred
    $0 + $17,212 related
    Nontaxable benefits
    $0 + $40,836 related
    Filer's total
    $0 + $327,004 related

  • DuffeyPamela J

    COO & CNO THSH

    Total calculated
    $268,616
    From this org
    $240,677
    From related orgs
    $0
    Other
    $27,939
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,449
    Bonus
    $49,878
    Other
    $4,350
    Deferred
    $14,338
    Nontaxable benefits
    $13,601
    Filer's total
    $268,616

  • HarrisonMary Grace Pilar

    RN II

    Total calculated
    $190,796
    From this org
    $142,755
    From related orgs
    $0
    Other
    $48,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,474
    Bonus
    $7,366
    Other
    $4,915
    Deferred
    $10,708
    Nontaxable benefits
    $37,333
    Filer's total
    $190,796

  • RayGina B

    RN II CHARGE

    Total calculated
    $188,683
    From this org
    $164,488
    From related orgs
    $0
    Other
    $24,195
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,580
    Bonus
    $10,458
    Other
    $450
    Deferred
    $6,932
    Nontaxable benefits
    $17,263
    Filer's total
    $188,683

  • BerenzweigHarold Karl

    Former Officer

    Total calculated
    $186,125
    From this org
    $0
    From related orgs
    $186,125
    Other
    $0
    Hours/week
    0 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,875 related
    Bonus
    $0 + $250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $186,125 related

  • ThomasJennifer Ann

    RN II CHARGE

    Total calculated
    $177,301
    From this org
    $146,289
    From related orgs
    $0
    Other
    $31,012
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,016
    Bonus
    $6,178
    Other
    $1,095
    Deferred
    $10,663
    Nontaxable benefits
    $20,349
    Filer's total
    $177,301

  • ChoateSarah Michelle

    MGR I NURSING

    Total calculated
    $166,920
    From this org
    $142,654
    From related orgs
    $0
    Other
    $24,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,506
    Bonus
    $18,659
    Other
    $4,489
    Deferred
    $3,204
    Nontaxable benefits
    $21,062
    Filer's total
    $166,920

  • ClubbVicki Lynn

    RN II CHARGE

    Total calculated
    $161,407
    From this org
    $150,409
    From related orgs
    $0
    Other
    $10,998
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,031
    Bonus
    $10,378
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $10,998
    Filer's total
    $161,407

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $97,456
    From this org
    $0
    From related orgs
    $97,456
    Other
    $0
    Hours/week
    0.02 + 8.4 related

  • Stripling MD Dennis

    Immediate past chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Hunt Hunter

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Washington Bernice

    Trustee

    Total calculated
    $0
    Hours/week
    0.02

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 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 who are providing services in key positions of management and/or responsibility and who are determined by the THR Board of Trustees. 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, or 4 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 must be obtained and a non-compete must be satisfied prior to the end of 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 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(iii) and Column (F). Barclay Berdan $155,068 David Jackson $11,705 James Kirk King $48,503 Kenneth Kramer $46,912 Rick McWhorter $39,816

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
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202343129349301959

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