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Nonprofiteer
← METHODIST PATIENT CENTERED ACO

Form 990 for tax year 2024

Filed by METHODIST PATIENT CENTERED ACO.

Totals

Total revenue
$5,143,597
Total expenses
$5,204,277
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$4,545,568
Management and general expenses
$658,709
Fundraising expenses
$0
Program service expenses (Part III)
$4,545,568

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRIAN JONES MD

    CHAIR / PRESIDENT / CHIEF MEDICAL OFFICER

    Total calculated
    $600,308
    From this org
    $0
    From related orgs
    $561,791
    Other
    $38,517
    Hours/week
    0.1 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,900 related
    Bonus
    $0 + $131,939 related
    Other
    $0 + $11,952 related
    Deferred
    $0 + $18,106 related
    Nontaxable benefits
    $0 + $20,411 related
    Filer's total
    $0 + $600,308 related

  • SHANNON HUGGINS

    SECRETARY / VP OF COMPLIANCE

    Total calculated
    $611,316
    From this org
    $0
    From related orgs
    $548,814
    Other
    $62,502
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,223 related
    Bonus
    $0 + $169,427 related
    Other
    $0 + $33,164 related
    Deferred
    $0 + $45,314 related
    Nontaxable benefits
    $0 + $17,188 related
    Filer's total
    $0 + $611,316 related

  • ALFONSO RAMIREZ MD

    DIRECTOR

    Total calculated
    $3,650
    From this org
    $3,650
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.1 related

  • BRIGHAM AU MD

    DIRECTOR (BEGINNING JANUARY 2025)

    Total calculated
    $0
    Hours/week
    0.1

  • JAMES C SCOGGIN JR

    DIRECTOR

    Total calculated
    $4,078,719
    From this org
    $0
    From related orgs
    $4,016,230
    Other
    $62,489
    Hours/week
    0.1 + 40.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,652,009 related
    Bonus
    $0 + $1,627,409 related
    Other
    $0 + $736,812 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $45,239 related
    Filer's total
    $0 + $4,078,719 related

  • JOHN MYERS MD

    DIRECTOR

    Total calculated
    $1,067,203
    From this org
    $0
    From related orgs
    $932,875
    Other
    $134,328
    Hours/week
    0.1 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $543,246 related
    Bonus
    $0 + $368,041 related
    Other
    $0 + $21,588 related
    Deferred
    $0 + $94,777 related
    Nontaxable benefits
    $0 + $39,551 related
    Filer's total
    $0 + $1,067,203 related

  • LUCIOUS WILLIAMS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MARTIN L KOONSMAN MD

    DIRECTOR

    Total calculated
    $1,184,700
    From this org
    $0
    From related orgs
    $1,038,597
    Other
    $146,103
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $601,027 related
    Bonus
    $0 + $371,365 related
    Other
    $0 + $66,205 related
    Deferred
    $0 + $107,254 related
    Nontaxable benefits
    $0 + $38,849 related
    Filer's total
    $0 + $1,184,700 related

  • MATT MULLER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MICHAEL L FINCH MD

    DIRECTOR

    Total calculated
    $8,340
    From this org
    $0
    From related orgs
    $8,340
    Other
    $0
    Hours/week
    0.1 + 0.1 related

  • MICHAEL S MARSHALL MD

    DIRECTOR

    Total calculated
    $486,987
    From this org
    $0
    From related orgs
    $456,012
    Other
    $30,975
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,873 related
    Bonus
    $0 + $249,793 related
    Other
    $0 + $1,346 related
    Deferred
    $0 + $20,411 related
    Nontaxable benefits
    $0 + $10,564 related
    Filer's total
    $0 + $486,987 related

  • MOLLIE DORROUGH MD

    DIRECTOR (BEGINNING JANUARY 2025)

    Total calculated
    $0
    Hours/week
    0.1

  • RAJASREE NAIR MD

    DIRECTOR

    Total calculated
    $307,439
    From this org
    $0
    From related orgs
    $296,234
    Other
    $11,205
    Hours/week
    0.1 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,894 related
    Bonus
    $0 + $35,250 related
    Other
    $0 + $1,090 related
    Deferred
    $0 + $10,786 related
    Nontaxable benefits
    $0 + $419 related
    Filer's total
    $0 + $307,439 related

  • SAMIR NANGIA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • CRAIG BJERKE

    TREASURER

    Total calculated
    $1,702,671
    From this org
    $0
    From related orgs
    $1,536,500
    Other
    $166,171
    Hours/week
    0.1 + 41.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $768,657 related
    Bonus
    $0 + $662,617 related
    Other
    $0 + $105,226 related
    Deferred
    $0 + $129,066 related
    Nontaxable benefits
    $0 + $37,105 related
    Filer's total
    $0 + $1,702,671 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS PAID BY METHODIST HOSPITALS OF DALLAS, WHICH USES A FORMAL REVIEW PROCESS TO REVIEW COMPENSATION OF EMPLOYEES. THE FORMAL REVIEW PROCESS INCLUDES THE USE OF THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE TOP MANAGEMENT OFFICIALS: 1) A COMPENSATION COMMITTEE, 2) AN INDEPENDENT COMPENSATION CONSULTANT, 3) A COMPENSATION SURVEY OR STUDY, 4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, AND 5) CONTEMPORANEOUSLY SUBSTANTIATED THE DELIBERATION AND DECISION. OFFICER COMPENSATION IS SUBJECT TO FURTHER REVIEW BY THE BOARD OF METHODIST HOSPITALS OF DALLAS.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
ANY OF THE REPORTABLE INDIVIDUALS WHO ARE DETAILED AS BEING PAID BY A RELATED ORGANIZATION MAY HAVE DEFERRED AMOUNTS TO OR DISTRIBUTIONS FROM A SECTION 457(F) NON-QUALIFIED PLAN WHICH ARE INCLUDED IN THE APPLICABLE SECTIONS OF SCHEDULE J, PART II. TO AID IN RETAINING KEY EMPLOYEES, A 457(F) RETIREMENT ALLOWANCE PLAN IS AVAILABLE TO OFFICERS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND DIVISION PRESIDENTS. EACH YEAR THE PLAN PROVIDES CREDITS, EXPRESSED AS DOLLAR AMOUNTS, DETERMINED BY A PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY. THE PERCENTAGE FOR EACH PARTICIPANT IS DEFINED IN THE PLAN. THE DEFERRED ALLOWANCE IS DEPOSITED IN A MUTUAL FUND ACCOUNT FOR EACH PARTICIPANT AND INVESTED IN FUNDS SELECTED BY THE PARTICIPANT FROM A MENU OF AVAILABLE OPTIONS. VESTED BENEFITS, WITH INVESTMENTS GAINS OR LOSSES, ARE PAID TO PARTICIPANTS AS REGULAR TAXABLE INCOME. THE PLAN DEFINES PROVISIONS FOR DISTRIBUTION OF BENEFITS IN THE EVENT OF THE PARTICIPANT'S DEATH OR SEPARATION OF EMPLOYMENT PRIOR TO THE ELECTED VESTING DATE. THE AMOUNTS BELOW; DEFERRED IN THE CURRENT YEAR AND PAID IN THE CURRENT YEAR, RESPECTIVELY, ARE INCLUDED IN THE AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMNS B(III), (C), OR (F). CRAIG BJERKE $113,364 / $94,571 SHANNON HUGGINS $34,847 / $23,607 MARTIN KOONSMAN JR. $84,801 / $41,560 JOHN MYERS $77,527 / $0 JAMES C. SCOGGIN JR. $0/ $703,446

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202612269349302641

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