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Nonprofiteer
← TEXAS HEALTH SPECIALTY HOSPITAL FORT WORTH

Form 990 for tax year 2024

Filed by TEXAS HEALTH SPECIALTY HOSPITAL FORT WORTH.

Totals

Total revenue
$12,089,504
Total expenses
$10,402,347
Contributions and grants received
$4,092
Grants paid
$500
Program service revenue
$12,085,412
Investment income
$0
Other revenue
$0
Total assets, end of year
$3,632,363
Total liabilities, end of year
$359,567
Net assets or fund balances, end of year
$3,272,796
Program services expenses (Part IX)
$7,458,974
Management and general expenses
$2,943,373
Fundraising expenses
$0
Program service expenses (Part III)
$7,458,974

Program services were 71.7% 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

    $4,092

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $11,353,372 · related or exempt $11,353,372

  • 2b · Program service revenue: DSRIP

    total $691,463 · related or exempt $691,463

  • 2c · Program service revenue: NON GOV'T PERFORMANCE INCENTIVE

    total $40,577 · related or exempt $40,577

  • 3 · Investment income

    total $0

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $500 · program services $500

  • 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 $272,743 · management and general $272,743 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $4,277,464 · program services $3,964,249 · management and general $313,215

  • 8 · Pension plan contributions

    total $203,062 · program services $183,737 · management and general $19,325

  • 9 · Other employee benefits

    total $539,047 · program services $511,667 · management and general $27,380

  • 10 · Payroll taxes

    total $321,039 · program services $280,054 · management and general $40,985

  • 11a · Fees: management

    total $1,465,894 · management and general $1,465,894

  • 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 $93,111 · program services $78,330 · management and general $14,781

  • 12 · Advertising and promotion

    total $4,994 · program services $4,822 · management and general $172

  • 13 · Office expenses

    total $5,114 · program services $3,402 · management and general $1,712

  • 14 · Information technology

    total $101 · program services $101

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $89,871 · program services $1,250 · management and general $88,621

  • 17 · Travel

    total $1,480 · management and general $1,480

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,285 · program services $670 · management and general $615

  • 20 · Interest

    total $21,874 · program services $21,874

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $119,230 · program services $111,230 · management and general $8,000

  • 23 · Insurance

    total $73,959 · program services $73,959

  • 24a · Other expenses: INTERCOMPANY SERVICES

    total $1,604,394 · program services $1,604,394

  • 24b · Other expenses: GOV SUPP PRGM EXP

    total $658,534 · management and general $658,534

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $581,795 · program services $581,795

  • 24d · Other expenses: LEASES & RENTAL EQUIPMENT

    total $30,258 · program services $30,258

  • 24e · All other expenses

    total $36,598 · program services $6,682 · management and general $29,916

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$1,123 · end of year $0

  • 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 $2,594,599 · end of year $2,828,222

  • 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 $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,822 · end of year $15,621

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

    $1,506,255

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

    $717,735

  • 10c · Land, buildings and equipment, net

    beginning of year $814,922 · end of year $788,520

  • 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 $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $425,429 · end of year $324,853

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 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 $9,270 · end of year $34,714

  • 27 · Net assets without donor restrictions

    beginning of year $2,995,521 · end of year $3,272,796

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

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.

  • Texas Health Specialty Hospital Fort Worth (THSH) is a 10 bed long-term care hospital providing quality care to patients experiencing an average length of stay of 33 days or longer. Since 1989, THSH has been providing such care to patients in Fort Worth and surrounding communities. During the year, THSH had 3,097 patient days and 67 discharges. THSH 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. THSH follows all the same policies and best practices regarding financial assistance, charity care, and discounted care, as all other Texas Health hospitals and is compliant with all 501(r) requirements. Given the specialty nature of THSH and the limited number of patients admitted, financial assistance and charity care opportunities are typically limited.

    Expenses $7,458,974 · Grants $500 · Revenue $12,085,412

As filed on the 2024 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
    $5,590,405
    From this org
    $0
    From related orgs
    $4,340,945
    Other
    $1,249,460
    Hours/week
    0.33 + 49.67 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,141,472 related
    Bonus
    $0 + $1,829,962 related
    Other
    $0 + $369,511 related
    Deferred
    $0 + $1,195,301 related
    Nontaxable benefits
    $0 + $54,159 related
    Filer's total
    $0 + $5,590,405 related

  • KingJames Kirk

    President

    Total calculated
    $1,912,976
    From this org
    $0
    From related orgs
    $1,623,103
    Other
    $289,873
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $775,899 related
    Bonus
    $0 + $694,319 related
    Other
    $0 + $152,885 related
    Deferred
    $0 + $236,634 related
    Nontaxable benefits
    $0 + $53,239 related
    Filer's total
    $0 + $1,912,976 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,617,416
    From this org
    $0
    From related orgs
    $1,346,110
    Other
    $271,306
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $749,605 related
    Bonus
    $0 + $447,361 related
    Other
    $0 + $149,144 related
    Deferred
    $0 + $228,611 related
    Nontaxable benefits
    $0 + $42,695 related
    Filer's total
    $0 + $1,617,416 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $834,928
    From this org
    $0
    From related orgs
    $709,546
    Other
    $125,382
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,958 related
    Bonus
    $0 + $292,182 related
    Other
    $0 + $73,406 related
    Deferred
    $0 + $83,749 related
    Nontaxable benefits
    $0 + $41,633 related
    Filer's total
    $0 + $834,928 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $473,514
    From this org
    $0
    From related orgs
    $399,545
    Other
    $73,969
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,922 related
    Bonus
    $0 + $77,808 related
    Other
    $0 + $33,815 related
    Deferred
    $0 + $18,541 related
    Nontaxable benefits
    $0 + $55,428 related
    Filer's total
    $0 + $473,514 related

  • BrackerRachal R

    Grp Finan Offcr THFW-THAZ-THSH

    Total calculated
    $424,068
    From this org
    $0
    From related orgs
    $395,980
    Other
    $28,088
    Hours/week
    2.8 + 37.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,074 related
    Bonus
    $0 + $68,937 related
    Other
    $0 + $56,969 related
    Deferred
    $0 + $18,267 related
    Nontaxable benefits
    $0 + $9,821 related
    Filer's total
    $0 + $424,068 related

  • Mathe IIAlvin J

    CQMO

    Total calculated
    $362,251
    From this org
    $0
    From related orgs
    $304,950
    Other
    $57,301
    Hours/week
    7 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,156 related
    Bonus
    $0 + $8,724 related
    Other
    $0 + $7,070 related
    Deferred
    $0 + $11,396 related
    Nontaxable benefits
    $0 + $45,905 related
    Filer's total
    $0 + $362,251 related

  • DuffeyPamela J

    COO & CNO THSH

    Total calculated
    $272,743
    From this org
    $233,936
    From related orgs
    $0
    Other
    $38,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,599
    Bonus
    $33,837
    Other
    $4,500
    Deferred
    $15,316
    Nontaxable benefits
    $23,491
    Filer's total
    $272,743

  • HarrisonMary Grace Pilar

    RN II

    Total calculated
    $205,642
    From this org
    $152,511
    From related orgs
    $0
    Other
    $53,131
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,437
    Bonus
    $792
    Other
    $5,282
    Deferred
    $12,292
    Nontaxable benefits
    $40,839
    Filer's total
    $205,642

  • Romines-SnavelyLacey Renee

    DIR OPS BUSI RLTNS

    Total calculated
    $196,213
    From this org
    $148,423
    From related orgs
    $0
    Other
    $47,790
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,677
    Bonus
    $4,886
    Other
    $23,860
    Deferred
    $4,624
    Nontaxable benefits
    $43,166
    Filer's total
    $196,213

  • ChoateSarah Michelle

    DIR THSH

    Total calculated
    $188,389
    From this org
    $161,980
    From related orgs
    $0
    Other
    $26,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,389
    Bonus
    $5,355
    Other
    $16,236
    Deferred
    $4,068
    Nontaxable benefits
    $22,341
    Filer's total
    $188,389

  • RayGina B

    RN II CHARGE

    Total calculated
    $186,063
    From this org
    $158,934
    From related orgs
    $0
    Other
    $27,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,756
    Bonus
    $778
    Other
    $400
    Deferred
    $9,467
    Nontaxable benefits
    $17,662
    Filer's total
    $186,063

  • ThomasJennifer Ann

    RN II CHARGE

    Total calculated
    $175,766
    From this org
    $144,307
    From related orgs
    $0
    Other
    $31,459
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,009
    Bonus
    $778
    Other
    $1,520
    Deferred
    $10,833
    Nontaxable benefits
    $20,626
    Filer's total
    $175,766

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $60,850
    From this org
    $0
    From related orgs
    $60,850
    Other
    $0
    Hours/week
    0.02 + 1.43 related

  • Modi MD Dhruvangkumar

    Trustee

    Total calculated
    $21,869
    From this org
    $0
    From related orgs
    $21,869
    Other
    $0
    Hours/week
    0.02 + 1.43 related

  • Vigness MD Richard

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Hunt Hunter

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Wilder Jr Charles

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Braun JD Vianei Lopez

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Hum MD Lawrence

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Iruegas Javier

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 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 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 as determined by the THR Board of Trustees, who are providing services in a key position of management and responsibility. 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, or4 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 much be obtained and a non-compete must be satisfied prior to the end of the 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 1/2 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(ii) and Column (F) if previously reported as deferred. Berdan,Barclay E. 576,408 Jackson,David W. 171,438 King,James Kirk 361,914 Kramer,Kenneth J. 129,591

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $1,409,882. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202513109349300846

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