Form 990 for tax year 2023
Filed by DALLAS METHODIST HOSPITALS FOUNDATION INC.
Totals
- Total revenue
- $16,857,813
- Total expenses
- $10,303,783
- Contributions and grants received
- $11,512,482
- Grants paid
- $7,146,716
- Program services expenses (Part IX)
- $7,146,716
- Management and general expenses
- $129,155
- Fundraising expenses
- $3,027,912
- Program service expenses (Part III)
- $7,146,716
Program services were 69.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CRAIG A ALBERT
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1
-
CRAIG BJERKE
TREASURER & CFO
- Total calculated
- $1,551,908
- From this org
- $0
- From related orgs
- $1,386,521
- Other
- $165,387
- Hours/week
- 0.1 + 41.1 related
Schedule J breakdown matched by us
- Base
- $0 + $718,071 related
- Bonus
- $0 + $569,764 related
- Other
- $0 + $98,686 related
- Deferred
- $0 + $118,345 related
- Nontaxable benefits
- $0 + $47,042 related
- Filer's total
- $0 + $1,551,908 related
-
D MICHAEL REDDEN
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
JAMES M JOHNSTON
PRESIDENT
- Total calculated
- $710,895
- From this org
- $0
- From related orgs
- $649,860
- Other
- $61,035
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $358,544 related
- Bonus
- $0 + $218,407 related
- Other
- $0 + $72,909 related
- Deferred
- $0 + $14,338 related
- Nontaxable benefits
- $0 + $46,697 related
- Filer's total
- $0 + $710,895 related
-
PETE SCHENKEL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.1
-
R STEPHEN FOLSOM
CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
RODERICK WASHINGTON
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
A Joe Saad
DIRECTOR (BEGINNING JAN 2024)
- Total calculated
- $22,000
- From this org
- $0
- From related orgs
- $22,000
- Other
- $0
- Hours/week
- 0.1
-
ALLIE BETH ALLMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
ASHLEE KLEINERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
AUBREY CONNATSER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
BETH THOELE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
BOBBY B LYLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
BRYAN TRUBEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
CAROL SEAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
CHARLES C TANDY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
COMPTON BRODERS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
CONNIE O'NEILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
CRAIG D HODGES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Curtis C Farmer
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
DAVID B MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
DAVID S HUNTLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Debra TIppett
DIRECTOR (BEGINNING JAN 2024)
- Total calculated
- $0
- Hours/week
- 0.1
-
DONALD A BERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
FRANK MIHALOPOULOS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
GEORGE A SHAFER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Gerald B Alley
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
HAROLD MACDOWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
JACK LOWE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
JAMES C SCOGGIN JR
TRUSTEE
- Total calculated
- $3,796,556
- From this org
- $0
- From related orgs
- $3,719,272
- Other
- $77,284
- Hours/week
- 0.1 + 40.3 related
Schedule J breakdown matched by us
- Base
- $0 + $1,569,678 related
- Bonus
- $0 + $1,441,825 related
- Other
- $0 + $707,769 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $60,784 related
- Filer's total
- $0 + $3,796,556 related
-
JEROME GARZA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
JIM FRANCIS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
JOE B FORTSON III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
JOHN M COLLINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
JOHN R FORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
JOHN RANDALL CANEDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
JUDY GIBBS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
JULIE YARBROUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
LARRY HELM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
LEVI H DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
MICHAEL L HUTTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
MICHAEL S RAWLINGS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
MICHELLE R THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
NANCY ANN HUNT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
NANCY BIERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
NIMESH PATEL MD
TRUSTEE (BEGINNING JAN 2024)
- Total calculated
- $2,174,302
- From this org
- $0
- From related orgs
- $2,151,436
- Other
- $22,866
- Hours/week
- 0.1 + 40.1 related
Schedule J breakdown matched by us
- Base
- $0 + $1,428,306 related
- Bonus
- $0 + $721,420 related
- Other
- $0 + $1,710 related
- Deferred
- $0 + $13,546 related
- Nontaxable benefits
- $0 + $9,320 related
- Filer's total
- $0 + $2,174,302 related
-
PAT FAUBION
DIRECTOR (BEGINNING JAN 2024)
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
PAUL R SEEGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
R GERALD TURNER PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
REBEKAH MITCHELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
REV APRIL JOHNSON BRISTOW DMIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
REV MARK CRAIG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
REV PAUL RASMUSSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
REV STANLEY R COPELAND D MIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
ROBERT E EDMONSON MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
ROLAND G PARRISH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
RON RICKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
RONALD G STEINHART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
SELWIN BELOFSKY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
SYLVIA HARGRAVE MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Tucker Bridwell
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
William J Bennett MD
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
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. OFFICERs 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 and paid, respectively, are included in the amounts reported on schedule j, part ii, columns b(iii), (c), or (f). CRAIG BJERKE $102,079 / $88,185 JAMES C. SCOGGIN JR. $0 / $673,172 JAMES JOHNSTON $0 / $51,298
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
-
$7,039,506
General program support
-
General program support
-
$10,000
General program support
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.
-
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by NA
-
ASSOCIATES IN SURGICAL ACUTE CARE
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
501(c)(3) · MEDICAL TRANSPORT · TX
Directly controlled by NA
-
DALLAS METHODIST PHYSICIANS NETWORK
501(c)(6) · HEALTH CARE CONTRACTING · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
METHODIST PATIENT CENTERED ACO
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
METHODIST RICHARDSON MEDICAL CENTER FOUNDATION Inc
501(c)(3) · FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
METHODIST TRANSPLANT PHYSICIANS
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
Methodist Community Collaborative
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
501(c)(3) · FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
501(c)(2) · REAL ESTATE TITLE HOLDING · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
501(c)(3) · MEDICAL SERVICES · TX
Directly controlled by METHODIST HOSPITALS OF DALLAS
-
METHODIST PUERTO RICO TRANSPLANT ADMINISTRATIVE CORPORATION
501(c)(3) · Transplant Administration · TX
Directly controlled by Methodist Hospitals of Dallas
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522259349301212
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