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Nonprofiteer
← TEXAS HEALTH HARRIS METHODIST HOSPITAL HURST-EULESS-BEDFORD

Form 990 for tax year 2022

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL HURST-EULESS-BEDFORD.

Totals

Total revenue
$295,499,841
Total expenses
$292,744,074
Contributions and grants received
$1,410,087
Grants paid
$211,769
Program service revenue
$293,179,397
Investment income
-$19,321
Other revenue
$929,678
Total assets, end of year
$169,160,387
Total liabilities, end of year
$24,986,729
Net assets or fund balances, end of year
$144,173,658
Program services expenses (Part IX)
$240,871,972
Management and general expenses
$51,872,102
Fundraising expenses
$0
Program service expenses (Part III)
$240,871,972

Program services were 82.3% 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.

  • 1d · Related organizations

    $105,182

  • 1e · Government grants (contributions)

    $1,304,905

  • 1g · Noncash contributions included above

    $5,000

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $292,634,487 · related or exempt $292,634,487

  • 2b · Program service revenue: COST REPORT ADJUSTMENTS

    total $315,745 · related or exempt $315,745

  • 2c · Program service revenue: INTERCOMPANY AFFILIATE FEES

    total $220,128 · related or exempt $220,128

  • 2d · Program service revenue: DSRIP

    total $9,012 · related or exempt $9,012

  • 2e · Program service revenue: EDUCATION

    total $25 · related or exempt $25

  • 3 · Investment income

    total $555 · excluded $555

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $25,247 · personal property $14,025

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $25,247 · personal property $14,025

  • 6d · Net rental income or loss

    total $39,272 · related or exempt $14,025 · excluded $25,247

  • 7a · Gross sales of assets other than inventory

    other assets $2,491

  • 7b · Less cost or other basis and sales expenses

    other assets $22,367

  • 7c · Gain or loss

    other assets -$19,876

  • 7d · Net gain or loss

    total -$19,876 · excluded -$19,876

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA

    total $650,423 · excluded $650,423

  • 11b · Other revenue: MEDICAL STAFF CREDENTIALING

    total $101,090 · related or exempt $101,090

  • 11c · Other revenue: LABS

    total $73,112 · related or exempt $2,235 · unrelated business $70,877

  • 11d · All other revenue

    total $65,781 · related or exempt $6,085 · excluded $59,696

  • 11e · Other revenue, total

    $890,406

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $211,769 · program services $211,769

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,305,793 · management and general $2,305,793

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $116,144,923 · program services $115,844,363 · management and general $300,560

  • 8 · Pension plan contributions

    total $4,291,805 · program services $4,291,805

  • 9 · Other employee benefits

    total $13,054,485 · program services $13,054,485

  • 10 · Payroll taxes

    total $7,777,829 · program services $7,603,366 · management and general $174,463

  • 11a · Fees: management

    total $39,932,554 · program services $499 · management and general $39,932,055

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $24,831,202 · program services $16,986,059 · management and general $7,845,143

  • 12 · Advertising and promotion

    total $15,152 · program services $5,165 · management and general $9,987

  • 13 · Office expenses

    total $594,903 · program services $553,084 · management and general $41,819

  • 14 · Information technology

    total $861,157 · program services $768,115 · management and general $93,042

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $3,673,879 · program services $3,643,968 · management and general $29,911

  • 17 · Travel

    total $61,997 · program services $47,655 · management and general $14,342

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $71,985 · program services $61,361 · management and general $10,624

  • 20 · Interest

    total $4,676,887 · program services $4,676,887

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $14,019,754 · program services $13,481,353 · management and general $538,401

  • 23 · Insurance

    total $2,805,948 · program services $2,805,948

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $40,721,602 · program services $40,705,222 · management and general $16,380

  • 24b · Other expenses: UHRIP

    total $5,334,034 · program services $5,334,034

  • 24c · Other expenses: LPPF

    total $3,088,950 · program services $3,088,950

  • 24d · Other expenses: REPAIR AND MAINTENANCE

    total $2,573,102 · program services $2,387,887 · management and general $185,215

  • 24e · All other expenses

    total $5,694,364 · program services $5,319,997 · management and general $374,367

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$100,649 · end of year -$11,165

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $39,271,008 · end of year $46,678,976

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $21,156 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $4,474,491 · end of year $4,617,796

  • 9 · Prepaid expenses and deferred charges

    beginning of year $296,633 · end of year $375,634

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

    $268,453,461

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

    $151,776,534

  • 10c · Land, buildings and equipment, net

    beginning of year $122,756,722 · end of year $116,676,927

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $503,974 · end of year $503,974

  • 15 · Other assets

    beginning of year $543,323 · end of year $318,245

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,349,729 · end of year $17,493,422

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $5,073,269 · end of year $5,389,428

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,826,220 · end of year $2,103,879

  • 27 · Net assets without donor restrictions

    beginning of year $141,517,440 · end of year $144,173,658

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

A FAITH-BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES IT SERVES REGARDLESS OF THEIR ABILITY TO PAY.

  • Located in Bedford, Texas since 1973, Texas Health Harris Methodist Hospital Hurst-Euless-Bedford (THHEB) operates a 275-bed acute care facility serving Northeast Tarrant County. The city of Bedford is located between Dallas and Fort Worth. THHEB offers a broad range of inpatient and outpatient medical services to the communities in northeast Tarrant County with specialized capabilities in many areas, including women's services, cardiovascular services, orthopedic services, physical therapy, neurology services, digestive diseases, oncology services, and behavioral health. The behavior health program consists of two inpatient units that specialize in Adult Psych, Adult Chemical Dependency, and Adolescent Psych. The program also offers an extensive partial hospitalization program, five outpatient satellite clinics, and provides crisis evaluation services to acute care facilities in Tarrant County. THHEB also holds several specialty accreditations and certifications. THHEB is accredited by The Joint Commission for the Hospital Program and the Behavioral Health Program. THHEB holds accreditations in ACR CT, MRI, and Nuclear Medicine. The Clinical, Anatomic, and Ancillary Testing Departments of the laboratory are accredited by the American Association of Blood Banks American College of Pathologist (CAP). THHEB is a fully Accredited Cycle IV Chest Pain Center. THHEB earned chest pain & heart failure certification from the joint commission and is certified as a Primary Stroke Center. THHEB is designated as an advance Level III trauma facility. THHEB's Women's Center is designated as a Level II NICU facility and a Level III Maternal Newborn Facility. In 2022, THHEB was recognized as a Magnet Hospital by the American Nurses Credentialing Center (ANCC). This accreditation is considered the highest recognition for nursing excellence. More than 1,300 employees work at the hospital, and more than 670 physicians are practicing on its medical staff. THHEB provides quality medical healthcare regardless of race, creed, sex, national origin, handicap, age, or ability to pay. The hospital provides care to persons covered by governmental programs including Medicare and Medicaid for reimbursement that does not always cover the cost of providing the care. Recognizing its mission to the community, services are provided to both financially indigent and medically indigent patients. Community benefit is provided through many reduced-price services offered to the community. These services are essential to provide complete healthcare to the community served. Various health screenings are offered to the community for a nominal charge such as diabetes, chronic disease, and balance. The faith-based community nurse program offers free flu shots and blood pressure screenings. Education classes are offered at no charge for diabetes, water safety, sun safety, hand hygiene and CPR. The CASI program offers free car seat checks for the community. The NEAT program offers free exercise classes for breast cancer survivors. The H2OPE program offers aquatic fitness programs for special needs children. During the year, THHEB had 63,867 patient days, 14,832 discharges, 71,613 outpatient encounters, 59,419 emergency room visits, 4,500 surgeries, and 2,314 births.

    Expenses $240,871,972 · Grants $211,769 · Revenue $293,302,832

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

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
    0.64 + 49.36 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

  • 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

  • SheltonJared Christopher

    President THHEB

    Total calculated
    $596,737
    From this org
    $196,900
    From related orgs
    $308,929
    Other
    $90,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,073 + $135,304 related
    Bonus
    $20,456 + $166,426 related
    Other
    $37,371 + $7,199 related
    Deferred
    $32,946 + $11,098 related
    Nontaxable benefits
    $22,392 + $24,472 related
    Filer's total
    $252,238 + $344,499 related

  • HayFraser Scott

    President THHEB Term July 2022

    Total calculated
    $592,040
    From this org
    $275,832
    From related orgs
    $217,554
    Other
    $98,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,989 + $146,540 related
    Bonus
    $108,605 + $20,382 related
    Other
    $18,238 + $50,632 related
    Deferred
    $37,916 + $9,869 related
    Nontaxable benefits
    $26,743 + $24,126 related
    Filer's total
    $340,491 + $251,549 related

  • LloydScott D

    Chief Qual & Med Officer THHEB

    Total calculated
    $585,861
    From this org
    $494,701
    From related orgs
    $0
    Other
    $91,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,738
    Bonus
    $124,174
    Other
    $56,789
    Deferred
    $40,219
    Nontaxable benefits
    $50,941
    Filer's total
    $585,861

  • Asturi Elizabeth

    Former Officer

    Total calculated
    $564,168
    From this org
    $0
    From related orgs
    $512,763
    Other
    $51,405
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,674 related
    Bonus
    $0 + $138,636 related
    Other
    $0 + $66,453 related
    Deferred
    $0 + $47,473 related
    Nontaxable benefits
    $0 + $3,932 related
    Filer's total
    $0 + $564,168 related

  • SchroederJennifer Ann

    Former Officer

    Total calculated
    $508,432
    From this org
    $0
    From related orgs
    $458,331
    Other
    $50,101
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,296 related
    Bonus
    $0 + $105,999 related
    Other
    $0 + $57,036 related
    Deferred
    $0 + $20,451 related
    Nontaxable benefits
    $0 + $29,650 related
    Filer's total
    $0 + $508,432 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

  • BalluckJulie Patrice

    Chief Nursing Officer THHEB

    Total calculated
    $423,385
    From this org
    $360,151
    From related orgs
    $0
    Other
    $63,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,729
    Bonus
    $80,091
    Other
    $37,331
    Deferred
    $26,876
    Nontaxable benefits
    $36,358
    Filer's total
    $423,385

  • JamesJaime L

    Entity Finan Officer THHEB

    Total calculated
    $352,999
    From this org
    $307,070
    From related orgs
    $0
    Other
    $45,929
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $209,052
    Bonus
    $69,989
    Other
    $28,029
    Deferred
    $7,517
    Nontaxable benefits
    $38,412
    Filer's total
    $352,999

  • GoertzRichard B

    VP Prof & Sprt Svcs Offr THHEB

    Total calculated
    $350,817
    From this org
    $292,997
    From related orgs
    $0
    Other
    $57,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,247
    Bonus
    $63,827
    Other
    $47,923
    Deferred
    $9,937
    Nontaxable benefits
    $47,883
    Filer's total
    $350,817

  • JamesJerry

    DIR PHARMACY

    Total calculated
    $263,569
    From this org
    $210,601
    From related orgs
    $0
    Other
    $52,968
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,251
    Bonus
    $21,830
    Other
    $520
    Deferred
    $11,947
    Nontaxable benefits
    $41,021
    Filer's total
    $263,569

  • DeanDebra Andrea

    SUPV NRSG

    Total calculated
    $261,738
    From this org
    $214,405
    From related orgs
    $0
    Other
    $47,333
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,546
    Bonus
    $11,999
    Other
    $4,860
    Deferred
    $12,678
    Nontaxable benefits
    $34,655
    Filer's total
    $261,738

  • ReganBernadette K

    SUPV NRSG

    Total calculated
    $258,306
    From this org
    $210,897
    From related orgs
    $0
    Other
    $47,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,253
    Bonus
    $7,882
    Other
    $4,762
    Deferred
    $9,152
    Nontaxable benefits
    $38,257
    Filer's total
    $258,306

  • KrogmanLori A

    DIR NRSG MED SURG

    Total calculated
    $255,195
    From this org
    $211,695
    From related orgs
    $0
    Other
    $43,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,681
    Bonus
    $22,825
    Other
    $8,189
    Deferred
    $14,739
    Nontaxable benefits
    $28,761
    Filer's total
    $255,195

  • AliImran Rajab

    PHARMACIST CLIN LD

    Total calculated
    $239,673
    From this org
    $209,061
    From related orgs
    $0
    Other
    $30,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,684
    Bonus
    $2,634
    Other
    $7,743
    Deferred
    $13,685
    Nontaxable benefits
    $16,927
    Filer's total
    $239,673

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $97,456
    From this org
    $0
    From related orgs
    $97,456
    Other
    $0
    Hours/week
    0.03 + 8.39 related

  • Stripling MD Dennis

    Immediate past chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Hunt Hunter

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Washington Bernice

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 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

  • 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 which is included in the taxable compensation of the employee. This allowance covers costs such as business use of their personal vehicles in lieu of reimbursement for auto mileage. It also allows access to certain executive benefits including individual Long Term Disability, Long Term Care, and Individual Life insurance.
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 President. * 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
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). Asturi,Elizabeth 10,867 Balluck,Julie Patrice 1,940 Berdan,Barclay E. 155,068 Hay, Fraser Scott 8,243 Jackson,David W. 11,705 Kramer,Kenneth J. 46,912 Lloyd, Scott D. 8,587 McWhorter,Ricky E. 39,816 Shelton, J Christopher 81,813

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.

  • AMH Cath Labs LLC

    Hospital · TX

    Directly controlled by NA

  • Arlington Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Castle Hills Surgicare LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cleburne Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cross Timbers Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Denton Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Flower Mound Hospital Partners LLC

    Hospital · TX

    Directly controlled by NA

  • Fort Worth Endoscopy Centers LLC

    Endoscopy Center · TX

    Directly controlled by NA

  • Greenville Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Health Imaging Partners LLC

    Medical Imaging · TX

    Directly controlled by NA

  • Mansfield Endoscopy Center LLC

    Endoscopy · TX

    Directly controlled by NA

  • North Dallas Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Opthalmology Surgery Center of Dallas LL

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Park Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Physicians Medical Center LLC

    Hospital · TX

    Directly controlled by NA

  • Presbyterian Cancer Ctr-Dallas LLC

    Cancer Ctr · TX

    Directly controlled by NA

  • Rockwall Regional Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • South Arlington Surgical Providers LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Southlake Specialty Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • Surgical Caregivers of Fort Worth LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Craig Ranch Surgery Center

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Flower Mound Orthopedic Sur

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Huguley Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Orthopedic Surgery Center A

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allen

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allian

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Supply Chain Services LLC

    Purchasing Co · TX

    Directly controlled by NA

  • Texas Health Surgery Center Alliance LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Bedford LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Chisholm Tra

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Irving LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Preston Plaz

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Rockwall LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Southwest Fo

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Waxahachie

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Willow Park

    Inactive · TX

    Directly controlled by NA

  • Texas Institute for Surgery LLP

    Hospital · TX

    Directly controlled by NA

  • THR-STT Rockwall ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • THR-STT Southlake ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • USMD Hospital at Arlington LP

    Hospital · TX

    Directly controlled by NA

  • USMD Hospital at Fort Worth LP

    Hospital Closed · TX

    Directly controlled by NA

  • Walnut Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Willow Park Endoscopy Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Wilson Creek Surigcal Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Women's Specialty Surgery Center of Dall

    Amb Surg Ctr · TX

    Directly controlled by NA

Related corporations and trusts

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

  • Grace Indemnity Company SPC Ltd

    C Corp · Captive Insur · CJ

    Directly controlled by NA

  • Texas Health Biomedical Advancement Cent

    C Corp · Research · TX

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202343129349301239

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