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← SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC

Form 990 for tax year 2023

Filed by SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC.

Totals

Total revenue
$668,535
Total expenses
$573,255
Contributions and grants received
$664,153
Grants paid
$0
Program services expenses (Part IX)
$573,255
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$573,255

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Barclay E Berdan

    Trustee/Co-Chair

    Total calculated
    $4,621,716
    From this org
    $0
    From related orgs
    $3,605,445
    Other
    $1,016,271
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,860,563 related
    Bonus
    $0 + $1,414,089 related
    Other
    $0 + $330,793 related
    Deferred
    $0 + $963,751 related
    Nontaxable benefits
    $0 + $52,520 related
    Filer's total
    $0 + $4,621,716 related

  • Daniel Podolsky MD

    Trustee/Co-chair

    Total calculated
    $3,109,544
    From this org
    $0
    From related orgs
    $3,065,318
    Other
    $44,226
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,574,491 related
    Bonus
    $0 + $490,107 related
    Other
    $0 + $720 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $16,176 related
    Filer's total
    $0 + $3,109,544 related

  • Winjie Miao

    Trustee

    Total calculated
    $2,167,038
    From this org
    $0
    From related orgs
    $1,690,901
    Other
    $476,137
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,007,749 related
    Bonus
    $0 + $501,381 related
    Other
    $0 + $181,771 related
    Deferred
    $0 + $442,186 related
    Nontaxable benefits
    $0 + $33,951 related
    Filer's total
    $0 + $2,167,038 related

  • Rick McWhorter

    Trustee

    Total calculated
    $1,840,778
    From this org
    $0
    From related orgs
    $1,515,772
    Other
    $325,006
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $932,223 related
    Bonus
    $0 + $437,883 related
    Other
    $0 + $145,666 related
    Deferred
    $0 + $285,038 related
    Nontaxable benefits
    $0 + $39,968 related
    Filer's total
    $0 + $1,840,778 related

  • Shawn D Parsley DO

    Trustee

    Total calculated
    $1,515,814
    From this org
    $0
    From related orgs
    $1,157,043
    Other
    $358,771
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $685,929 related
    Bonus
    $0 + $332,445 related
    Other
    $0 + $138,669 related
    Deferred
    $0 + $296,369 related
    Nontaxable benefits
    $0 + $62,402 related
    Filer's total
    $0 + $1,515,814 related

  • W P Andrew Lee MD

    Trustee-Term 12/1/23

    Total calculated
    $1,227,921
    From this org
    $0
    From related orgs
    $1,183,695
    Other
    $44,226
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $878,314 related
    Bonus
    $0 + $304,661 related
    Other
    $0 + $720 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $16,176 related
    Filer's total
    $0 + $1,227,921 related

  • Holly Crawford

    Trustee

    Total calculated
    $1,037,642
    From this org
    $0
    From related orgs
    $993,416
    Other
    $44,226
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $758,026 related
    Bonus
    $0 + $234,670 related
    Other
    $0 + $720 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $16,176 related
    Filer's total
    $0 + $1,037,642 related

  • Christopher Madden MD

    Trustee

    Total calculated
    $862,227
    From this org
    $0
    From related orgs
    $825,930
    Other
    $36,297
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,235 related
    Bonus
    $0 + $205,975 related
    Other
    $0 + $720 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $8,247 related
    Filer's total
    $0 + $862,227 related

  • Gary Goldberg

    Former Officer

    Total calculated
    $696,031
    From this org
    $0
    From related orgs
    $568,763
    Other
    $127,268
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,647 related
    Bonus
    $0 + $126,752 related
    Other
    $0 + $53,364 related
    Deferred
    $0 + $77,519 related
    Nontaxable benefits
    $0 + $49,749 related
    Filer's total
    $0 + $696,031 related

  • Michael Serber

    Treasurer

    Total calculated
    $529,491
    From this org
    $0
    From related orgs
    $478,988
    Other
    $50,503
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,384 related
    Bonus
    $0 + $146,884 related
    Other
    $0 + $720 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $22,453 related
    Filer's total
    $0 + $529,491 related

  • John Warner MD

    Former Officer/Trustee

    Total calculated
    $478,203
    From this org
    $0
    From related orgs
    $448,612
    Other
    $29,591
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,372 related
    Bonus
    $0
    Other
    $0 + $240 related
    Deferred
    $0 + $24,115 related
    Nontaxable benefits
    $0 + $5,476 related
    Filer's total
    $0 + $478,203 related

  • Stacy Cantu

    Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,238 related
    Bonus
    $0 + $41,945 related
    Other
    $0 + $33,005 related
    Deferred
    $0 + $17,934 related
    Nontaxable benefits
    $0 + $53,725 related
    Filer's total
    $0 + $424,847 related

  • Jonathan Efron MD

    Senior Exec Officer Start 12/1

    Total calculated
    $100,000
    From this org
    $0
    From related orgs
    $100,000
    Other
    $0
    Hours/week
    0.12 + 40 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

  • 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 4B - THR NonQualified Retirement Plan
UTSW employees do not participate in a supplemental non-qualified retirement plan. THR does have a supplemental non-qualified retirement plan available. 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). Berdan E Barclay 731,476 Rick McWhorter 197,608 Winjie Miao 231,168 Gary Goldberg 49,283 Shawn Parsley 151,495

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.

Provenance

Return type
form_990
Tax year
2023
Filed
23 June 2025
IRS schema version
2023v6.0
Source object
202531829349300838

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