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Nonprofiteer
← METHODIST HOSPITAL GROUP

Form 990 for tax year 2022

Filed by METHODIST HOSPITAL GROUP.

Totals

Total revenue
$3,572,464,535
Total expenses
$3,202,133,378
Contributions and grants received
$58,392,700
Grants paid
$1,337,909
Program service revenue
$3,337,514,585
Investment income
$421,795
Other revenue
$176,135,455
Total assets, end of year
$6,063,438,649
Total liabilities, end of year
$758,720,443
Net assets or fund balances, end of year
$5,304,718,206
Program services expenses (Part IX)
$2,796,718,134
Management and general expenses
$405,415,244
Fundraising expenses
$0
Program service expenses (Part III)
$2,796,718,134

Program services were 87.3% 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

    $16,674,634

  • 1e · Government grants (contributions)

    $41,718,066

  • 2a · Program service revenue: PATIENT CARE SERVICES

    total $3,227,669,275 · related or exempt $3,227,669,275

  • 2b · Program service revenue: GROSS RENTS

    total $59,765,148 · related or exempt $59,765,148

  • 2c · Program service revenue: RELATED RESEARCH

    total $22,351,162 · related or exempt $22,351,162

  • 2d · Program service revenue: MEDICARE SHARED SAVING

    total $21,827,416 · related or exempt $21,827,416

  • 2e · Program service revenue: ACADEMIC SERVICES REVE

    total $5,901,584 · related or exempt $5,901,584

  • 7a · Gross sales of assets other than inventory

    other assets $513,647

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

    other assets $91,852

  • 7c · Gain or loss

    other assets $421,795

  • 7d · Net gain or loss

    total $421,795 · excluded $421,795

  • 11a · Other revenue: INTERCOMPANY SUPPORT

    total $153,203,671 · related or exempt $153,203,671

  • 11b · Other revenue: OTHER INCOME

    total $12,728,922 · related or exempt $12,728,922

  • 11c · Other revenue: PARKING INCOME

    total $10,202,862 · related or exempt $10,202,862

  • 11e · Other revenue, total

    $176,135,455

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,309,330 · program services $1,309,330

  • 2 · Grants to domestic individuals

    total $28,579 · program services $28,579

  • 5 · Compensation of officers, directors and key employees

    total $14,123,131 · program services $9,753,157 · management and general $4,369,974

  • 6 · Compensation of disqualified persons

    total $136,840 · management and general $136,840

  • 7 · Other salaries and wages

    total $1,030,504,078 · program services $992,478,477 · management and general $38,025,601

  • 8 · Pension plan contributions

    total $46,564,261 · program services $45,081,849 · management and general $1,482,412

  • 9 · Other employee benefits

    total $216,294,624 · program services $207,730,895 · management and general $8,563,729

  • 10 · Payroll taxes

    total $74,309,653 · program services $71,321,717 · management and general $2,987,936

  • 11c · Fees: accounting

    total $142,500 · management and general $142,500

  • 11g · Fees: other

    total $243,724,923 · program services $216,348,283 · management and general $27,376,640

  • 12 · Advertising and promotion

    total $6,761,340 · program services $383,829 · management and general $6,377,511

  • 13 · Office expenses

    total $34,178,192 · program services $30,790,748 · management and general $3,387,444

  • 14 · Information technology

    total $6,034,011 · program services $5,706,331 · management and general $327,680

  • 16 · Occupancy

    total $51,983,144 · program services $50,664,284 · management and general $1,318,860

  • 17 · Travel

    total $3,229,739 · program services $2,506,814 · management and general $722,925

  • 19 · Conferences, conventions and meetings

    total $1,879,887 · program services $733,181 · management and general $1,146,706

  • 21 · Payments to affiliates

    total $294,193,214 · management and general $294,193,214

  • 22 · Depreciation, depletion and amortization

    total $179,735,459 · program services $179,735,459

  • 23 · Insurance

    total $5,160 · program services $5,160

  • 24a · Other expenses: MEDICAL SUPPLIES & LAB

    total $613,460,614 · program services $613,460,614

  • 24b · Other expenses: INTERCOMPANY PHYSICIAN

    total $187,349,635 · program services $187,349,635

  • 24c · Other expenses: LPPF PROVIDER TAX

    total $83,733,426 · program services $83,733,426

  • 24d · Other expenses: RESEARCH EXPENSES

    total $32,368,757 · program services $32,368,757

  • 24e · All other expenses

    total $80,082,881 · program services $65,227,609 · management and general $14,855,272

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $141,458 · end of year $96,359

  • 4 · Accounts receivable

    beginning of year $372,988,729 · end of year $420,137,236

  • 8 · Inventories for sale or use

    beginning of year $50,758,387 · end of year $50,586,149

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,971,409 · end of year $5,784,420

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

    $4,602,548,769

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

    $1,915,051,520

  • 10c · Land, buildings and equipment, net

    beginning of year $2,343,439,381 · end of year $2,687,497,249

  • 14 · Intangible assets

    beginning of year $44,419,966 · end of year $44,419,967

  • 15 · Other assets

    beginning of year $2,580,490,236 · end of year $2,854,917,269

  • 17 · Accounts payable and accrued expenses

    beginning of year $282,218,899 · end of year $271,848,568

  • 25 · Other liabilities

    beginning of year $480,041,289 · end of year $486,871,875

  • 27 · Net assets without donor restrictions

    beginning of year $4,634,949,378 · end of year $5,304,718,206

Mission and programs · 2022

Mission

SEE SCHEDULE O.

  • SEE SCHEDULE O.

    Expenses $2,796,718,134 · Grants $1,337,909 · Revenue $3,513,650,040

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

Listed in Part VII

  • Amy L Waer MD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Ann Snyder PhD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Antonio Gotto MD Dphil

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Augustine Mk Choi MD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Bishop Scott Jones

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Brent Allmon MD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Carlton E Baucum

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4
  • Christopher P Robben MD

    SEE SCHEDULE O

    Total calculated
    $629,603
    From this org
    $0
    From related orgs
    $582,132
    Other
    $47,471
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,795 related
    Bonus
    $0 + $107,288 related
    Other
    $0 + $24,049 related
    Deferred
    $0 + $22,000 related
    Nontaxable benefits
    $0 + $25,471 related
    Filer's total
    $0 + $629,603 related
  • Connie Dyer

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    6
  • Constance M Mobley MD PhD

    SEE SCHEDULE O

    Total calculated
    $810,957
    From this org
    $0
    From related orgs
    $772,807
    Other
    $38,150
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,275 related
    Bonus
    $0 + $195,862 related
    Other
    $0 + $4,670 related
    Deferred
    $0 + $19,250 related
    Nontaxable benefits
    $0 + $18,900 related
    Filer's total
    $0 + $810,957 related
  • David Baggett Jr

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • David Chao

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • David M Underwood Jr

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4 + 2 related
  • David Modesett

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Debra Sukin PhD

    SEE SCHEDULE O

    Total calculated
    $1,506,979
    From this org
    $1,291,001
    From related orgs
    $0
    Other
    $215,978
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $797,847
    Bonus
    $299,230
    Other
    $193,924
    Deferred
    $177,244
    Nontaxable benefits
    $38,734
    Filer's total
    $1,506,979
  • Douglas E Swanson Jr

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4
  • Dr Edmund Robb III

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Dr Thomas J Pace III

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Edward A Jones

    SEE SCHEDULE O

    Total calculated
    $907,489
    From this org
    $781,239
    From related orgs
    $0
    Other
    $126,250
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $497,426
    Bonus
    $192,422
    Other
    $91,391
    Deferred
    $100,971
    Nontaxable benefits
    $25,279
    Filer's total
    $907,489
  • Edward R Allen III

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Edwin Ed Knight

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Elizabeth Blanton Wareing

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Emily A Crosswell

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4 + 2 related
  • Ernie D Cockrell II

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Evan Katz

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Ewing Werlein Jr

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    8 + 2 related
  • Gary W Edwards

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Gilbert Santana

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Gregory Terry MD

    SEE SCHEDULE O

    Total calculated
    $574,527
    From this org
    $0
    From related orgs
    $533,377
    Other
    $41,150
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,353 related
    Bonus
    $0 + $211,684 related
    Other
    $0 + $8,340 related
    Deferred
    $0 + $22,000 related
    Nontaxable benefits
    $0 + $19,150 related
    Filer's total
    $0 + $574,527 related
  • Gregory V Nelson

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    10 + 2 related
  • H Dirk Sostman MD

    SEE SCHEDULE O

    Total calculated
    $1,752,275
    From this org
    $1,537,606
    From related orgs
    $0
    Other
    $214,669
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $935,762
    Bonus
    $448,488
    Other
    $153,356
    Deferred
    $207,824
    Nontaxable benefits
    $6,845
    Filer's total
    $1,752,275
  • Joe Bob Perkins

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4
  • John F Bookout

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    6 + 2 related
  • John F Bookout III

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4
  • Joseph C Rusty Walter III

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4 + 2 related
  • Joseph R Rod Canion

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Joshua Septimus MD

    SEE SCHEDULE O

    Total calculated
    $552,842
    From this org
    $0
    From related orgs
    $496,087
    Other
    $56,755
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,144 related
    Bonus
    $0 + $159,237 related
    Other
    $0 + $1,706 related
    Deferred
    $0 + $19,250 related
    Nontaxable benefits
    $0 + $37,505 related
    Filer's total
    $0 + $552,842 related
  • Julia Andrieni MD

    SEE SCHEDULE O

    Total calculated
    $889,012
    From this org
    $774,747
    From related orgs
    $0
    Other
    $114,265
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $493,227
    Bonus
    $180,441
    Other
    $101,079
    Deferred
    $94,587
    Nontaxable benefits
    $19,678
    Filer's total
    $889,012
  • Juliet S Ellis

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Kathryn Ziegler MD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Kevin J Burns

    SEE SCHEDULE O

    Total calculated
    $2,044,935
    From this org
    $1,794,772
    From related orgs
    $0
    Other
    $250,163
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $1,005,503
    Bonus
    $463,100
    Other
    $326,169
    Deferred
    $222,824
    Nontaxable benefits
    $27,339
    Filer's total
    $2,044,935
  • Kevin Lilly

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Kimberly Sims MD

    SEE SCHEDULE O

    Total calculated
    $229,828
    From this org
    $0
    From related orgs
    $227,411
    Other
    $2,417
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $99,846 related
    Bonus
    $0 + $114,483 related
    Other
    $0 + $13,082 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,417 related
    Filer's total
    $0 + $229,828 related
  • Leslie Doggett

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Lynn Schroth

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Marc L Boom MD

    SEE SCHEDULE O

    Total calculated
    $4,821,137
    From this org
    $4,017,895
    From related orgs
    $0
    Other
    $803,242
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $2,018,602
    Bonus
    $1,358,631
    Other
    $640,662
    Deferred
    $777,250
    Nontaxable benefits
    $25,992
    Filer's total
    $4,821,137
  • Mark A Houser

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Martha S Debusk

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    6
  • Martha Walton

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Martin Craighead

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Mary A Daffin

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4
  • Mary Eliza Shaper

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Maya Patel MD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Natalie Dryden MD

    SEE SCHEDULE O

    Total calculated
    $526,618
    From this org
    $0
    From related orgs
    $480,786
    Other
    $45,832
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,643 related
    Bonus
    $0 + $178,280 related
    Other
    $0 + $1,863 related
    Deferred
    $0 + $19,250 related
    Nontaxable benefits
    $0 + $26,582 related
    Filer's total
    $0 + $526,618 related
  • Nicoline Violet Lee MD

    SEE SCHEDULE O

    Total calculated
    $228,069
    From this org
    $0
    From related orgs
    $198,886
    Other
    $29,183
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,443 related
    Bonus
    $0 + $75,222 related
    Other
    $0 + $221 related
    Deferred
    $0 + $10,400 related
    Nontaxable benefits
    $0 + $18,783 related
    Filer's total
    $0 + $228,069 related
  • Noel Rainey

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • P Embry Canterbury

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Pete Alfaro

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Ramon M Cantu

    SEE SCHEDULE O

    Total calculated
    $2,113,437
    From this org
    $1,837,076
    From related orgs
    $0
    Other
    $276,361
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,079,104
    Bonus
    $497,816
    Other
    $260,156
    Deferred
    $237,627
    Nontaxable benefits
    $38,734
    Filer's total
    $2,113,437
  • Ransom C Lummis

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Rev Kenneth Levingston

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4
  • Rev Reginald Lillie

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Richard Cheney

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Robert A Phillips MD PhD

    SEE SCHEDULE O

    Total calculated
    $1,904,712
    From this org
    $1,669,391
    From related orgs
    $0
    Other
    $235,321
    Hours/week
    26 + 24 related

    Schedule J breakdown matched by us

    Base
    $973,329
    Bonus
    $469,392
    Other
    $226,670
    Deferred
    $216,339
    Nontaxable benefits
    $18,982
    Filer's total
    $1,904,712
  • Robert Johnston MD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Robert K Moses Jr

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    4
  • Robert Roach Do

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Roberta L Schwartz PhD

    SEE SCHEDULE O

    Total calculated
    $2,356,802
    From this org
    $2,076,389
    From related orgs
    $0
    Other
    $280,413
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,216,929
    Bonus
    $521,602
    Other
    $337,858
    Deferred
    $254,421
    Nontaxable benefits
    $25,992
    Filer's total
    $2,356,802
  • Ryane Jackson

    SEE SCHEDULE O

    Total calculated
    $293,997
    From this org
    $239,105
    From related orgs
    $0
    Other
    $54,892
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $178,553
    Bonus
    $54,590
    Other
    $5,962
    Deferred
    $38,551
    Nontaxable benefits
    $16,341
    Filer's total
    $293,997
  • Sean A Menogan

    SEE SCHEDULE O

    Total calculated
    $687,494
    From this org
    $562,639
    From related orgs
    $0
    Other
    $124,855
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $470,164
    Bonus
    $73,559
    Other
    $18,916
    Deferred
    $86,378
    Nontaxable benefits
    $38,477
    Filer's total
    $687,494
  • Seva Papageorge MD

    SEE SCHEDULE O

    Total calculated
    $268,929
    From this org
    $0
    From related orgs
    $232,168
    Other
    $36,761
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,599 related
    Bonus
    $0 + $49,293 related
    Other
    $0 + $276 related
    Deferred
    $0 + $15,350 related
    Nontaxable benefits
    $0 + $21,411 related
    Filer's total
    $0 + $268,929 related
  • Spencer Tillman

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Stephen Chazen

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Steven Birdwell

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Steven S Looke

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Stuart L Solomon MD

    SEE SCHEDULE O

    Total calculated
    $93,500
    From this org
    $93,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related
  • Susan Miller MD

    SEE SCHEDULE O

    Total calculated
    $289,051
    From this org
    $0
    From related orgs
    $246,323
    Other
    $42,728
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,105 related
    Bonus
    $0 + $36,038 related
    Other
    $0 + $10,180 related
    Deferred
    $0 + $18,450 related
    Nontaxable benefits
    $0 + $24,278 related
    Filer's total
    $0 + $289,051 related
  • Suzanne Smith

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Tiffany Burns MD

    SEE SCHEDULE O

    Total calculated
    $451,503
    From this org
    $0
    From related orgs
    $393,906
    Other
    $57,597
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,090 related
    Bonus
    $0 + $147,268 related
    Other
    $0 + $1,548 related
    Deferred
    $0 + $20,692 related
    Nontaxable benefits
    $0 + $36,905 related
    Filer's total
    $0 + $451,503 related
  • Timothy Irvine MD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Tom-Thuan Nguyen MD

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Vidal G Martinez

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Vidal Ramirez

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • W Benjamin Moreland

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    8
  • William F Schwer

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    2
  • Daniel B Newman

    SEE SCHEDULE O

    Total calculated
    $500,373
    From this org
    $481,784
    From related orgs
    $0
    Other
    $18,589
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $172,083
    Bonus
    $140,479
    Other
    $169,222
    Deferred
    $0
    Nontaxable benefits
    $18,589
    Filer's total
    $500,373
  • David P Bernard

    SEE SCHEDULE O

    Total calculated
    $769,771
    From this org
    $649,284
    From related orgs
    $0
    Other
    $120,487
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $445,163
    Bonus
    $150,718
    Other
    $53,403
    Deferred
    $94,841
    Nontaxable benefits
    $25,646
    Filer's total
    $769,771
  • Edward L Tyrrell

    SEE SCHEDULE O

    Total calculated
    $932,055
    From this org
    $804,447
    From related orgs
    $0
    Other
    $127,608
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $482,989
    Bonus
    $183,537
    Other
    $137,921
    Deferred
    $100,493
    Nontaxable benefits
    $27,115
    Filer's total
    $932,055
  • Gary Kempf

    SEE SCHEDULE O

    Total calculated
    $440,068
    From this org
    $325,678
    From related orgs
    $0
    Other
    $114,390
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $220,311
    Bonus
    $67,825
    Other
    $37,542
    Deferred
    $46,433
    Nontaxable benefits
    $67,957
    Filer's total
    $440,068
  • Jeff Carr

    SEE SCHEDULE O

    Total calculated
    $513,105
    From this org
    $0
    From related orgs
    $430,731
    Other
    $82,374
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,144 related
    Bonus
    $0 + $99,477 related
    Other
    $0 + $2,110 related
    Deferred
    $0 + $63,166 related
    Nontaxable benefits
    $0 + $19,208 related
    Filer's total
    $0 + $513,105 related
  • Adrienne E Joseph

    SEE SCHEDULE O

    Total calculated
    $491,317
    From this org
    $412,352
    From related orgs
    $0
    Other
    $78,965
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $275,388
    Bonus
    $72,601
    Other
    $64,363
    Deferred
    $60,461
    Nontaxable benefits
    $18,504
    Filer's total
    $491,317
  • Alecia Rister

    SEE SCHEDULE O

    Total calculated
    $354,457
    From this org
    $306,623
    From related orgs
    $0
    Other
    $47,834
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $216,628
    Bonus
    $62,781
    Other
    $27,214
    Deferred
    $42,816
    Nontaxable benefits
    $5,018
    Filer's total
    $354,457
  • Andrea Harrow

    SEE SCHEDULE O

    Total calculated
    $431,678
    From this org
    $344,848
    From related orgs
    $0
    Other
    $86,830
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $242,841
    Bonus
    $71,539
    Other
    $30,468
    Deferred
    $50,066
    Nontaxable benefits
    $36,764
    Filer's total
    $431,678
  • Carl T Little

    SEE SCHEDULE O

    Total calculated
    $400,029
    From this org
    $339,636
    From related orgs
    $0
    Other
    $60,393
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $255,953
    Bonus
    $75,120
    Other
    $8,563
    Deferred
    $54,145
    Nontaxable benefits
    $6,248
    Filer's total
    $400,029
  • Carole Hackett

    SEE SCHEDULE O

    Total calculated
    $1,296,406
    From this org
    $1,152,972
    From related orgs
    $0
    Other
    $143,434
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $644,012
    Bonus
    $225,764
    Other
    $283,196
    Deferred
    $118,672
    Nontaxable benefits
    $24,762
    Filer's total
    $1,296,406
  • Chris Siebenaler

    SEE SCHEDULE O

    Total calculated
    $1,519,314
    From this org
    $1,314,227
    From related orgs
    $0
    Other
    $205,087
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $798,786
    Bonus
    $296,050
    Other
    $219,391
    Deferred
    $179,308
    Nontaxable benefits
    $25,779
    Filer's total
    $1,519,314
  • Clint Nichols

    SEE SCHEDULE O

    Total calculated
    $367,664
    From this org
    $303,632
    From related orgs
    $0
    Other
    $64,032
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $227,187
    Bonus
    $60,921
    Other
    $15,524
    Deferred
    $47,396
    Nontaxable benefits
    $16,636
    Filer's total
    $367,664
  • Eliud Faz

    SEE SCHEDULE O

    Total calculated
    $450,141
    From this org
    $374,452
    From related orgs
    $0
    Other
    $75,689
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $272,501
    Bonus
    $86,168
    Other
    $15,783
    Deferred
    $57,989
    Nontaxable benefits
    $17,700
    Filer's total
    $450,141
  • Gail Vozzella

    SEE SCHEDULE O

    Total calculated
    $609,426
    From this org
    $509,032
    From related orgs
    $0
    Other
    $100,394
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $392,690
    Bonus
    $95,151
    Other
    $21,191
    Deferred
    $81,052
    Nontaxable benefits
    $19,342
    Filer's total
    $609,426
  • Heidi Reigel

    SEE SCHEDULE O

    Total calculated
    $268,555
    From this org
    $203,599
    From related orgs
    $0
    Other
    $64,956
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,309
    Bonus
    $28,737
    Other
    $1,553
    Deferred
    $29,782
    Nontaxable benefits
    $35,174
    Filer's total
    $268,555
  • Janet Leatherwood

    SEE SCHEDULE O

    Total calculated
    $535,684
    From this org
    $445,667
    From related orgs
    $0
    Other
    $90,017
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $290,727
    Bonus
    $92,990
    Other
    $61,950
    Deferred
    $63,588
    Nontaxable benefits
    $26,429
    Filer's total
    $535,684
  • Keith Barber

    SEE SCHEDULE O

    Total calculated
    $908,968
    From this org
    $773,297
    From related orgs
    $0
    Other
    $135,671
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $491,237
    Bonus
    $179,479
    Other
    $102,581
    Deferred
    $98,681
    Nontaxable benefits
    $36,990
    Filer's total
    $908,968
  • Kerrie Guerrero

    SEE SCHEDULE O

    Total calculated
    $434,744
    From this org
    $372,084
    From related orgs
    $0
    Other
    $62,660
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $267,522
    Bonus
    $86,024
    Other
    $18,538
    Deferred
    $56,430
    Nontaxable benefits
    $6,230
    Filer's total
    $434,744
  • Krystle Riley

    SEE SCHEDULE O

    Total calculated
    $234,372
    From this org
    $188,372
    From related orgs
    $0
    Other
    $46,000
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,117
    Bonus
    $18,697
    Other
    $558
    Deferred
    $23,445
    Nontaxable benefits
    $22,555
    Filer's total
    $234,372
  • Kyle R Stanzel

    SEE SCHEDULE O

    Total calculated
    $409,616
    From this org
    $323,340
    From related orgs
    $0
    Other
    $86,276
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $236,956
    Bonus
    $74,474
    Other
    $11,910
    Deferred
    $49,862
    Nontaxable benefits
    $36,414
    Filer's total
    $409,616
  • Michael L Garcia

    SEE SCHEDULE O

    Total calculated
    $763,257
    From this org
    $653,780
    From related orgs
    $0
    Other
    $109,477
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $406,380
    Bonus
    $157,120
    Other
    $90,280
    Deferred
    $83,933
    Nontaxable benefits
    $25,544
    Filer's total
    $763,257
  • Nicole Twine

    SEE SCHEDULE O

    Total calculated
    $421,901
    From this org
    $336,262
    From related orgs
    $0
    Other
    $85,639
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $234,533
    Bonus
    $65,206
    Other
    $36,523
    Deferred
    $50,521
    Nontaxable benefits
    $35,118
    Filer's total
    $421,901
  • Rebecca Chalupa

    SEE SCHEDULE O

    Total calculated
    $497,704
    From this org
    $412,782
    From related orgs
    $0
    Other
    $84,922
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $261,833
    Bonus
    $70,765
    Other
    $80,184
    Deferred
    $59,169
    Nontaxable benefits
    $25,753
    Filer's total
    $497,704
  • Scott B Ulrich

    SEE SCHEDULE O

    Total calculated
    $513,552
    From this org
    $438,346
    From related orgs
    $0
    Other
    $75,206
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $272,639
    Bonus
    $67,320
    Other
    $98,387
    Deferred
    $56,728
    Nontaxable benefits
    $18,478
    Filer's total
    $513,552
  • Trent Fulin

    SEE SCHEDULE O

    Total calculated
    $473,639
    From this org
    $394,201
    From related orgs
    $0
    Other
    $79,438
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $287,688
    Bonus
    $85,145
    Other
    $21,368
    Deferred
    $55,156
    Nontaxable benefits
    $24,282
    Filer's total
    $473,639
  • Victoria Brownewell

    SEE SCHEDULE O

    Total calculated
    $519,825
    From this org
    $429,847
    From related orgs
    $0
    Other
    $89,978
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $287,675
    Bonus
    $88,974
    Other
    $53,198
    Deferred
    $63,541
    Nontaxable benefits
    $26,437
    Filer's total
    $519,825
  • Wayne M Voss

    SEE SCHEDULE O

    Total calculated
    $1,033,552
    From this org
    $899,983
    From related orgs
    $0
    Other
    $133,569
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $529,728
    Bonus
    $206,049
    Other
    $164,206
    Deferred
    $106,318
    Nontaxable benefits
    $27,251
    Filer's total
    $1,033,552
  • Cathy Easter

    SEE SCHEDULE O

    Total calculated
    $900,046
    From this org
    $761,649
    From related orgs
    $0
    Other
    $138,397
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $495,433
    Bonus
    $180,455
    Other
    $85,761
    Deferred
    $99,839
    Nontaxable benefits
    $38,558
    Filer's total
    $900,046
  • Kenneth Letkeman

    SEE SCHEDULE O

    Total calculated
    $988,444
    From this org
    $845,832
    From related orgs
    $0
    Other
    $142,612
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $552,846
    Bonus
    $199,937
    Other
    $93,049
    Deferred
    $103,902
    Nontaxable benefits
    $38,710
    Filer's total
    $988,444
  • Sarah Norene Pletcher

    SEE SCHEDULE O

    Total calculated
    $731,843
    From this org
    $607,322
    From related orgs
    $15,211
    Other
    $109,310
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $406,999 + $15,112 related
    Bonus
    $134,894
    Other
    $65,429 + $99 related
    Deferred
    $75,117
    Nontaxable benefits
    $34,193
    Filer's total
    $716,632 + $15,211 related
  • Stephen T Wong

    SEE SCHEDULE O

    Total calculated
    $678,615
    From this org
    $621,349
    From related orgs
    $0
    Other
    $57,266
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $506,345
    Bonus
    $101,047
    Other
    $13,957
    Deferred
    $22,000
    Nontaxable benefits
    $35,266
    Filer's total
    $678,615
  • Susan H Coulter

    SEE SCHEDULE O

    Total calculated
    $1,164,434
    From this org
    $1,023,983
    From related orgs
    $0
    Other
    $140,451
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $591,489
    Bonus
    $225,332
    Other
    $207,162
    Deferred
    $114,672
    Nontaxable benefits
    $25,779
    Filer's total
    $1,164,434
  • Sidney J Sanders

    SEE SCHEDULE O

    Total calculated
    $152,508
    From this org
    $152,508
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $105,205
    Other
    $47,303
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $152,508
  • Shawn Tittle MD

    SEE SCHEDULE O

    Total calculated
    $486,234
    From this org
    $0
    From related orgs
    $442,341
    Other
    $43,893
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,413 related
    Bonus
    $0 + $51,442 related
    Other
    $0 + $3,486 related
    Deferred
    $0 + $19,250 related
    Nontaxable benefits
    $0 + $24,643 related
    Filer's total
    $0 + $486,234 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
HOUSTON METHODIST CLEAR LAKE HOSPITAL AND HOUSTON METHODIST BAYTOWN HOSPITAL USED THE FOLLOWING ITEMS TO ESTABLISH COMPENSATION OF THEIR CEOS: (1) INDEPENDENT COMPENSATION CONSULTANT AND (2) COMPENSATION SURVEY OR STUDY. THE CEOS OF OTHER ENTITIES WITHIN THE GROUP ARE EMPLOYED BY THE METHODIST HOSPITAL, D/B/A HOUSTON METHODIST HOSPITAL WHO USED THE FOLLOWING ITEMS TO ESTABLISH COMPENSATION OF THEIR CEOS: (1) COMPENSATION COMMITTEE, (2) INDEPENDENT COMPENSATION CONSULTANT, (3) COMPENSATION SURVEY OR STUDY, AND (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4A:
HOUSTON METHODIST HAS A FORMAL SEVERANCE PLAN. ELIGIBLE EMPLOYEES INCLUDE ALL FULL-TIME AND PART-TIME (NOT TEMPORARY OR PRN) STAFF INCLUDING HOURLY STAFF UP THROUGH SENIOR VICE PRESIDENTS PROVIDED THEY WORK AT LEAST 20 HOURS PER WEEK AND ARE NOT OTHERWISE COVERED BY A PHYSICIAN EMPLOYMENT AGREEMENT. THE PLAN ONLY PROVIDES SALARY AND BENEFITS IN THE EVENT AN ELIGIBLE EMPLOYEE IS INVOLUNTARILY TERMINATED DUE TO THE ELIMINATION OF THEIR POSITION OR IF THEIR CURRENT POSITION IS SIGNIFICANTLY IMPACTED BY AN ORGANIZATIONAL RESTRUCTURING OR CHANGE IN REQUIREMENT AND A COMPARABLE POSITION IS NOT AVAILABLE WITHIN THE ORGANIZATION. THE ELIGIBLE PERSON MUST ALSO SIGN A TERMINATION AGREEMENT IN ORDER TO RECEIVE SALARY CONTINUATION AND BENEFITS UNDER THE PLAN TO WHICH THEY WOULD NOT NORMALLY BE ELIGIBLE TO RECEIVE UNDER A VOLUNTARY RESIGNATION. NO SEVERANCE PAYMENTS WERE MADE FROM THIS PLAN IN 2022. PART I, LINE 4B HOUSTON METHODIST HAS THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) DESCRIBED BELOW: THE SERP IS A NONQUALIFIED EMPLOYER FUNDED PLAN. CONTRIBUTIONS ARE MADE ANNUALLY INTO A TAX DEFERRED ACCOUNT AND ARE CONSIDERED TAXABLE UPON VESTING (I.E. COMPLETION OF THREE YEARS OF VESTING SERVICE). ONCE VESTED, EACH YEAR'S SUBSEQUENT CONTRIBUTION IS TAXABLE WITHIN THE CALENDAR YEAR IN WHICH THE DEPOSIT WAS MADE. ACCOUNT BALANCES CANNOT BE ACCESSED UNTIL RETIREMENT OR TERMINATION (WHICHEVER OCCURS FIRST) AND MAY BE SUBJECT TO NON-REVOCABLE DISTRIBUTION OPTIONS SELECTED UPON ELECTION. THE FOLLOWING SERP PAYMENT WAS MADE FROM THIS PLAN DURING THE TAX YEAR ENDED DECEMBER 31, 2022: DANIEL NEWMAN $77,359.42.
PART I, LINE 7:
THIS ORGANIZATION PROVIDES VARIABLE COMPENSATION OPPORTUNITY THROUGH AN ANNUAL MANAGEMENT INCENTIVE PLAN. SUPERVISOR LEVEL AND ABOVE MAY BE ELIGIBLE TO PARTICIPATE. THE ANNUAL INCENTIVE PROGRAM IS BASED ON SYSTEM AND OPERATING ENTITY LEVEL PERFORMANCE IN THE AREAS OF QUALITY IMPROVEMENT OUTCOMES, PATIENT SATISFACTION AND FINANCIAL PERFORMANCE. IN ADDITION, A PORTION OF THE PAYOUT PERCENTAGE IS BASED ON GOALS THAT ARE SPECIFIC TO THE PARTICIPANTS' MANAGEMENT ROLES AT THE DIVISION OR DEPARTMENT LEVEL INCLUDING BUT NOT LIMITED TO SUCH METRICS AS OPERATING RESULTS, QUALITY AND SAFETY IMPROVEMENTS AND CUSTOMER SATISFACTION MEASURES. DETERMINATION OF A PARTICIPANT'S PERCENTAGE OF THE POTENTIAL BONUS PAYOUT (PAID AS A PERCENT OF BASE SALARY) IS BASED ON WHETHER THE INDIVIDUAL ATTAINS AGREED UPON GOALS FOR THEIR AREA OF RESPONSIBILITY AS DETERMINED BY THEIR IMMEDIATE SUPERVISOR AS WELL AS ENTITY AND SYSTEM GOALS MET. THE DEFERRED RETENTION BONUS PLAN (DRBP) IS A NONQUALIFIED EMPLOYER FUNDED PLAN. CONTRIBUTIONS ARE MADE TO ELIGIBLE EMPLOYEES EACH YEAR BASED UPON THEIR POSITION THROUGHOUT THE PLAN YEAR WHICH RUNS JULY 1 TO JUNE 30. EACH YEAR'S CONTRIBUTION IS SUBJECT TO THREE YEAR LAPSE TIME CLASS VESTING AT WHICH TIME THE VESTED CONTRIBUTION IS PAID OUT TO THE EMPLOYEE AND TAXED.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • MEDVEST 1 LIMITED PARTNERSHIP

    HEALTH CARE INVESTMENTS · TX

  • LITCHFIELD MEMORIAL PARTNERS LP

    PROPERTY INVESTMENTS · TX

Related corporations and trusts

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

  • ALLIED METHODIST HOSPITAL PHYSICIANS

    C · PHYSICIAN GROUP · TX · 100% owned · share of assets $39,366 · controlled entity

    Directly controlled by TMH HEALTH CARE GROUP

  • MEDVEST HOLDINGS INC

    C · INVESTMENT COMPANY · TX

  • MEDVEST INCORPORATED

    C · INVESTMENT COMPANY · TX · 100% owned · share of assets $12,490,934 · controlled entity

    Directly controlled by TMH HEALTH CARE GROUP

  • METHODIST WILLOWBROOK MOB CONDOMINIUM ASSOC

    C · CONDOMINIUM ASSOCIATION · TX · 41.74% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

  • METHODIST WILLOWBROOK MOB CONDOMINIUM ASSOC II

    C · CONDOMINIUM ASSOCIATION · TX · 24.2% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

  • SJMH CONDOMINIUM ASSOCIATION

    C · CONDOMINIUM ASSOCIATION · TX · 29.34% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

  • THE METHODIST HOSPITAL CONDOMINIUM ASSOCIATION

    C · CONDOMINIUM ASSOCIATION · TX · 43.78% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

  • TMH MEDICAL OFFICE BUILDINGS CONDOMINIUM ASSOC

    C · CONDOMINIUM ASSOCIATION · TX · 32.9% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

  • METHODIST WEST HOUSTON MEDICAL OFFICE BUILDING CONDO ASSOC

    C · CONDOMINIUM ASSOCIATION · TX · 48.15% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

  • THE METHODIST HEALTH CARE SYSTEM SHORT TERM DISABIITY TRUST

    T · INSURANCE TRUST · TX

  • ROMLAC INC

    C · REAL ESTATE INVESTMENT · TX · 100% owned · share of income -$1,404 · share of assets $7,156 · controlled entity

    Directly controlled by THE METHODIST HOSPITAL RESEARCH INSTITUTE

  • HOUSTON METHODIST THE WOODLANDS MOB CONDO ASSOC

    C · CONDOMINIUM ASSOCIATION · TX · 35.16% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

  • HOUSTON METHODIST ST CATHERINE MOB CONDO ASSOC

    C · CONDOMINIUM ASSOCIATION · TX · 4.81% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

  • HOUSTON METHODIST CLEAR LAKE HOSPITAL MOB CONDOMINIUM ASSOC

    C · CONDOMINIUM ASSOCIATION · TX · 72.39% owned · controlled entity

    Directly controlled by TMH MEDICAL OFFICE BLDG

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349317025

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