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Nonprofiteer
← METHODIST PATIENT CENTERED ACO

Form 990 for tax year 2023

Filed by METHODIST PATIENT CENTERED ACO.

Totals

Total revenue
$3,491,205
Total expenses
$5,636,012
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$4,967,276
Management and general expenses
$668,736
Fundraising expenses
$0
Program service expenses (Part III)
$4,967,276

Program services were 88.1% 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
    $587,455
    From this org
    $0
    From related orgs
    $532,714
    Other
    $54,741
    Hours/week
    0.1 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,418 related
    Bonus
    $0 + $111,365 related
    Other
    $0 + $11,931 related
    Deferred
    $0 + $17,855 related
    Nontaxable benefits
    $0 + $36,886 related
    Filer's total
    $0 + $587,455 related

  • SHANNON HUGGINS

    SECRETARY / VP OF COMPLIANCE

    Total calculated
    $569,785
    From this org
    $0
    From related orgs
    $507,405
    Other
    $62,380
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,879 related
    Bonus
    $0 + $151,550 related
    Other
    $0 + $27,976 related
    Deferred
    $0 + $43,154 related
    Nontaxable benefits
    $0 + $19,226 related
    Filer's total
    $0 + $569,785 related

  • ALFONSO RAMIREZ MD

    DIRECTOR

    Total calculated
    $7,342
    From this org
    $7,342
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.1 related

  • BASSEM MOSTAFA-ELSAWY MD

    DIRECTOR (THROUGH JAN 2024)

    Total calculated
    $259,529
    From this org
    $0
    From related orgs
    $229,251
    Other
    $30,278
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,849 related
    Bonus
    $0
    Other
    $0 + $42,402 related
    Deferred
    $0 + $13,342 related
    Nontaxable benefits
    $0 + $16,936 related
    Filer's total
    $0 + $259,529 related

  • JAMES C SCOGGIN JR

    DIRECTOR

    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

  • John Myers MD

    DIRECTOR

    Total calculated
    $950,973
    From this org
    $0
    From related orgs
    $800,993
    Other
    $149,980
    Hours/week
    0.1 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,955 related
    Bonus
    $0 + $262,145 related
    Other
    $0 + $16,893 related
    Deferred
    $0 + $91,046 related
    Nontaxable benefits
    $0 + $58,934 related
    Filer's total
    $0 + $950,973 related

  • LUCIOUS WILLIAMS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MARTIN L KOONSMAN MD

    DIRECTOR

    Total calculated
    $1,121,327
    From this org
    $0
    From related orgs
    $979,647
    Other
    $141,680
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $582,284 related
    Bonus
    $0 + $333,696 related
    Other
    $0 + $63,667 related
    Deferred
    $0 + $100,665 related
    Nontaxable benefits
    $0 + $41,015 related
    Filer's total
    $0 + $1,121,327 related

  • MATT MULLER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MICHAEL L FINCH MD

    DIRECTOR

    Total calculated
    $9,205
    From this org
    $0
    From related orgs
    $9,205
    Other
    $0
    Hours/week
    0.1 + 0.1 related

  • MICHAEL S MARSHALL MD

    DIRECTOR

    Total calculated
    $567,788
    From this org
    $0
    From related orgs
    $518,343
    Other
    $49,445
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,838 related
    Bonus
    $0 + $368,665 related
    Other
    $0 + $840 related
    Deferred
    $0 + $19,947 related
    Nontaxable benefits
    $0 + $29,498 related
    Filer's total
    $0 + $567,788 related

  • RAJASREE NAIR MD

    DIRECTOR

    Total calculated
    $314,664
    From this org
    $0
    From related orgs
    $301,363
    Other
    $13,301
    Hours/week
    0.1 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,299 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $1,064 related
    Deferred
    $0 + $12,765 related
    Nontaxable benefits
    $0 + $536 related
    Filer's total
    $0 + $314,664 related

  • SAMIR NANGIA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • CRAIG BJERKE

    TREASURER

    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

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) contemporaneous substantiation of 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 $102,079 / $88,185 Shannon Huggins $33,090 / $22,626 Martin Koonsman Jr. $82,159 / $39,835 JOHN MYERS $74,546 / $0 JAMES C. SCOGGIN JR. $0 / $673,172

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
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202542259349301409

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