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Nonprofiteer
← SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC

Form 990 for tax year 2024

Filed by SOUTHWESTERN HEALTH RESOURCES HOSPITALS JOC.

Totals

Total revenue
$569,702
Total expenses
$857,381
Contributions and grants received
$568,873
Grants paid
$0
Program services expenses (Part IX)
$856,281
Management and general expenses
$1,100
Fundraising expenses
$0
Program service expenses (Part III)
$856,281

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Barclay Berdan

    Co Chair/Co President

    Total calculated
    $5,590,405
    From this org
    $0
    From related orgs
    $4,340,945
    Other
    $1,249,460
    Hours/week
    0.12 + 50 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

  • Daniel Podolsky MD

    Co Chair/Co President

    Total calculated
    $3,215,250
    From this org
    $0
    From related orgs
    $3,168,532
    Other
    $46,718
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,675,985 related
    Bonus
    $0 + $490,107 related
    Other
    $0 + $2,440 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $17,393 related
    Filer's total
    $0 + $3,215,250 related

  • Winjie Miao

    Trustee

    Total calculated
    $2,459,823
    From this org
    $0
    From related orgs
    $1,927,618
    Other
    $532,205
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,053,266 related
    Bonus
    $0 + $685,561 related
    Other
    $0 + $188,791 related
    Deferred
    $0 + $497,231 related
    Nontaxable benefits
    $0 + $34,974 related
    Filer's total
    $0 + $2,459,823 related

  • Rick McWhorter

    Trustee

    Total calculated
    $2,149,571
    From this org
    $0
    From related orgs
    $1,769,197
    Other
    $380,374
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $998,039 related
    Bonus
    $0 + $615,187 related
    Other
    $0 + $155,971 related
    Deferred
    $0 + $339,384 related
    Nontaxable benefits
    $0 + $40,990 related
    Filer's total
    $0 + $2,149,571 related

  • Shawn Parsley DO

    Trustee

    Total calculated
    $1,791,897
    From this org
    $0
    From related orgs
    $1,505,559
    Other
    $286,338
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $711,823 related
    Bonus
    $0 + $650,767 related
    Other
    $0 + $142,969 related
    Deferred
    $0 + $221,639 related
    Nontaxable benefits
    $0 + $64,699 related
    Filer's total
    $0 + $1,791,897 related

  • Jonathan Efron MD

    Trustee/SEO

    Total calculated
    $1,373,465
    From this org
    $0
    From related orgs
    $1,319,999
    Other
    $53,466
    Hours/week
    0.12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $896,810 related
    Bonus
    $0 + $356,375 related
    Other
    $0 + $66,814 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $24,141 related
    Filer's total
    $0 + $1,373,465 related

  • Holly Crawford

    Trustee/Treasurer

    Total calculated
    $1,045,248
    From this org
    $0
    From related orgs
    $998,530
    Other
    $46,718
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $772,387 related
    Bonus
    $0 + $225,183 related
    Other
    $0 + $960 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $17,393 related
    Filer's total
    $0 + $1,045,248 related

  • Christopher Madden MD

    Trustee

    Total calculated
    $914,715
    From this org
    $0
    From related orgs
    $876,520
    Other
    $38,195
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $635,575 related
    Bonus
    $0 + $237,825 related
    Other
    $0 + $3,120 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $8,870 related
    Filer's total
    $0 + $914,715 related

  • Michael Serber

    Treasurer - Term Feb. 2025

    Total calculated
    $811,385
    From this org
    $0
    From related orgs
    $757,919
    Other
    $53,466
    Hours/week
    0.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,570 related
    Bonus
    $0 + $146,685 related
    Other
    $0 + $272,664 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $24,141 related
    Filer's total
    $0 + $811,385 related

  • Stacy Cantu

    Secretary

    Total calculated
    $473,514
    From this org
    $0
    From related orgs
    $399,545
    Other
    $73,969
    Hours/week
    0.12 + 40 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

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 4B - THR NonQualified Retirement Plan
UTSW employees do not participate in a supplemental non-qualified retirement plan. THR does have a supplemental non-qualified retirement plan available. 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(ii) and Column (F),m if previously reported as deferred. Berdan E Barclay 576,408 Rick McWhorter 157,792 Winjie Miao 178,807 Shawn Parsley 341,294

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
Filed
8 June 2026
IRS schema version
2024v5.2
Source object
202641619349300424

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