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Nonprofiteer
← TEXAS HEALTH RESOURCES FOUNDATION

Form 990 for tax year 2023

Filed by TEXAS HEALTH RESOURCES FOUNDATION.

Totals

Total revenue
$28,232,757
Total expenses
$33,351,035
Contributions and grants received
$8,695,739
Grants paid
$25,175,326
Program services expenses (Part IX)
$25,175,326
Management and general expenses
$4,194,797
Fundraising expenses
$3,980,912
Program service expenses (Part III)
$25,175,326

Program services were 75.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BerdanBarclay E

    Trustee /Corporate Officer

    Total calculated
    $4,621,716
    From this org
    $0
    From related orgs
    $3,605,445
    Other
    $1,016,271
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

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

  • McWhorterRicky E

    Former Officer

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

    Schedule J breakdown matched by us

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

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,442,048
    From this org
    $0
    From related orgs
    $1,206,803
    Other
    $235,245
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,551 related
    Bonus
    $0 + $359,141 related
    Other
    $0 + $142,111 related
    Deferred
    $0 + $193,789 related
    Nontaxable benefits
    $0 + $41,456 related
    Filer's total
    $0 + $1,442,048 related

  • McWhorterLaura Quenette

    President THR Foundation

    Total calculated
    $726,269
    From this org
    $602,573
    From related orgs
    $0
    Other
    $123,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,397
    Bonus
    $122,667
    Other
    $58,509
    Deferred
    $83,245
    Nontaxable benefits
    $40,451
    Filer's total
    $726,269

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $680,985
    From this org
    $0
    From related orgs
    $515,108
    Other
    $165,877
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,305 related
    Bonus
    $0 + $117,613 related
    Other
    $0 + $49,190 related
    Deferred
    $0 + $125,200 related
    Nontaxable benefits
    $0 + $40,677 related
    Filer's total
    $0 + $680,985 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

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

  • FisherShannon Blackman

    VP Foundation & Fund Developmt

    Total calculated
    $378,721
    From this org
    $292,049
    From related orgs
    $0
    Other
    $86,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,624
    Bonus
    $34,651
    Other
    $29,774
    Deferred
    $32,485
    Nontaxable benefits
    $54,187
    Filer's total
    $378,721

  • HigdonSarah Beeks

    VP Foundation & Fund Developmt

    Total calculated
    $338,348
    From this org
    $288,052
    From related orgs
    $0
    Other
    $50,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,451
    Bonus
    $33,989
    Other
    $28,612
    Deferred
    $10,983
    Nontaxable benefits
    $39,313
    Filer's total
    $338,348

  • FarrarEdward A

    Former Officer

    Total calculated
    $332,849
    From this org
    $0
    From related orgs
    $265,980
    Other
    $66,869
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,982 related
    Bonus
    $0 + $12,457 related
    Other
    $0 + $4,541 related
    Deferred
    $0 + $18,940 related
    Nontaxable benefits
    $0 + $47,929 related
    Filer's total
    $0 + $332,849 related

  • KrausJanine M

    VP Foundation & Fund Developmt

    Total calculated
    $331,550
    From this org
    $296,235
    From related orgs
    $0
    Other
    $35,315
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,543
    Bonus
    $33,989
    Other
    $28,703
    Deferred
    $11,032
    Nontaxable benefits
    $24,283
    Filer's total
    $331,550

  • ArcemontMark J

    FOUNDATION ADVANCEMENT OFFICER

    Total calculated
    $279,187
    From this org
    $223,204
    From related orgs
    $0
    Other
    $55,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,058
    Bonus
    $27,913
    Other
    $9,233
    Deferred
    $13,913
    Nontaxable benefits
    $42,070
    Filer's total
    $279,187

  • RamseyVictoria Milke

    PRINCIPAL GIFTS OFFICER

    Total calculated
    $193,081
    From this org
    $151,461
    From related orgs
    $0
    Other
    $41,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,873
    Bonus
    $7,068
    Other
    $520
    Deferred
    $10,972
    Nontaxable benefits
    $30,648
    Filer's total
    $193,081

  • PattonLaura

    PRINCIPAL GIFTS OFFICER

    Total calculated
    $183,599
    From this org
    $135,267
    From related orgs
    $0
    Other
    $48,332
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,262
    Bonus
    $5,485
    Other
    $520
    Deferred
    $6,467
    Nontaxable benefits
    $41,865
    Filer's total
    $183,599

  • HawthorneDouglas D

    Former Highest Paid

    Total calculated
    $182,356
    From this org
    $87,000
    From related orgs
    $95,356
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $87,000 + $95,356 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $87,000 + $95,356 related

  • DavidsonPeggy

    DIR STRATEGIC COMMS

    Total calculated
    $171,237
    From this org
    $145,679
    From related orgs
    $0
    Other
    $25,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,161
    Bonus
    $6,894
    Other
    $6,624
    Deferred
    $1,999
    Nontaxable benefits
    $23,559
    Filer's total
    $171,237

  • McAuleyJames K

    Former Officer

    Total calculated
    $169,871
    From this org
    $169,871
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $169,871
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $169,871

  • SimsTammy L

    MAJOR GIFTS OFFICER

    Total calculated
    $149,417
    From this org
    $126,235
    From related orgs
    $0
    Other
    $23,182
    Hours/week
    40

  • Braley Keith D

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Moffatt Lynne T

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Skaggs Christopher L

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    2

  • Appleman Michael

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Cramer Karen

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • De Leon Patricia

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dipert Linda

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gunnin Mark

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jarvis Kenneth B

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Morgan Michelle

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Patterson Jr Fred W

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Steed Steve A

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sureka MD Dimple

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Wen MD Ted S

    Trustee

    Total calculated
    $0
    Hours/week
    2

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

  • 1a · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 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 1a - Social Club Dues
Two officers were reimbursed for social club dues. The portion of the dues allocable to personal use is included in the taxable compensation of the employee.
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). Arcemont, Mark 150,000 Berdan,Barclay E. 731,476 Jackson,David W. 53,142 Kramer,Kenneth J. 174,260 McWhorter, Laura 40,780 McWhorter,Ricky E. 197,608

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202443179349300224

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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