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Nonprofiteer
← TEXAS HEALTH HARRIS METHODIST HOSPITAL AZLE

Form 990 for tax year 2024

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL AZLE.

Totals

Total revenue
$53,834,201
Total expenses
$47,777,632
Contributions and grants received
$23,040
Grants paid
$14,960
Program service revenue
$53,523,725
Investment income
-$6,439
Other revenue
$293,875
Total assets, end of year
$17,848,634
Total liabilities, end of year
$7,315,294
Net assets or fund balances, end of year
$10,533,340
Program services expenses (Part IX)
$38,814,436
Management and general expenses
$8,963,196
Fundraising expenses
$0
Program service expenses (Part III)
$38,814,436

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BerdanBarclay E

    THR CEO/Trustee

    Total calculated
    $5,590,405
    From this org
    $0
    From related orgs
    $4,340,945
    Other
    $1,249,460
    Hours/week
    0.33 + 49.67 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

  • KingJames Kirk

    Former Officer

    Total calculated
    $1,912,976
    From this org
    $0
    From related orgs
    $1,623,103
    Other
    $289,873
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $775,899 related
    Bonus
    $0 + $694,319 related
    Other
    $0 + $152,885 related
    Deferred
    $0 + $236,634 related
    Nontaxable benefits
    $0 + $53,239 related
    Filer's total
    $0 + $1,912,976 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,617,416
    From this org
    $0
    From related orgs
    $1,346,110
    Other
    $271,306
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $749,605 related
    Bonus
    $0 + $447,361 related
    Other
    $0 + $149,144 related
    Deferred
    $0 + $228,611 related
    Nontaxable benefits
    $0 + $42,695 related
    Filer's total
    $0 + $1,617,416 related

  • FlorenJoshua Andrew

    President until 12/1/2024

    Total calculated
    $1,081,755
    From this org
    $0
    From related orgs
    $915,242
    Other
    $166,513
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $522,023 related
    Bonus
    $0 + $299,893 related
    Other
    $0 + $93,326 related
    Deferred
    $0 + $113,493 related
    Nontaxable benefits
    $0 + $53,020 related
    Filer's total
    $0 + $1,081,755 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $834,928
    From this org
    $0
    From related orgs
    $709,546
    Other
    $125,382
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,958 related
    Bonus
    $0 + $292,182 related
    Other
    $0 + $73,406 related
    Deferred
    $0 + $83,749 related
    Nontaxable benefits
    $0 + $41,633 related
    Filer's total
    $0 + $834,928 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $473,514
    From this org
    $0
    From related orgs
    $399,545
    Other
    $73,969
    Hours/week
    0.5 + 39.5 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

  • Sammons JrJames Harris

    Chief Qual & Med Officer THAZ

    Total calculated
    $453,212
    From this org
    $417,005
    From related orgs
    $0
    Other
    $36,207
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,273
    Bonus
    $118,824
    Other
    $8,908
    Deferred
    $17,891
    Nontaxable benefits
    $18,316
    Filer's total
    $453,212

  • SosebeeTonya A

    President & CNO/COO THAZ

    Total calculated
    $430,695
    From this org
    $344,641
    From related orgs
    $0
    Other
    $86,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,087
    Bonus
    $86,425
    Other
    $41,129
    Deferred
    $44,702
    Nontaxable benefits
    $41,352
    Filer's total
    $430,695

  • BrackerRachal R

    Grp Finan Offcr THFW-THAZ-THSH

    Total calculated
    $424,068
    From this org
    $0
    From related orgs
    $395,980
    Other
    $28,088
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,074 related
    Bonus
    $0 + $68,937 related
    Other
    $0 + $56,969 related
    Deferred
    $0 + $18,267 related
    Nontaxable benefits
    $0 + $9,821 related
    Filer's total
    $0 + $424,068 related

  • KrejciJacque D

    Former Officer

    Total calculated
    $317,174
    From this org
    $0
    From related orgs
    $268,204
    Other
    $48,970
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,200 related
    Bonus
    $0 + $19,179 related
    Other
    $0 + $18,825 related
    Deferred
    $0 + $15,934 related
    Nontaxable benefits
    $0 + $33,036 related
    Filer's total
    $0 + $317,174 related

  • BlessingBrian Bradley

    PROF SVC OFFCR THAZ TERM 09/20

    Total calculated
    $242,608
    From this org
    $192,352
    From related orgs
    $0
    Other
    $50,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,675
    Bonus
    $25,535
    Other
    $25,142
    Deferred
    $12,070
    Nontaxable benefits
    $38,186
    Filer's total
    $242,608

  • ShuffieldElizabeth Suzanne

    DIR PHARMACY THAZ

    Total calculated
    $229,121
    From this org
    $218,923
    From related orgs
    $0
    Other
    $10,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,614
    Bonus
    $13,273
    Other
    $8,036
    Deferred
    not reported
    Nontaxable benefits
    $10,198
    Filer's total
    $229,121

  • PotterRobert Wayne

    DIR MED SURG ICU ED THAZ

    Total calculated
    $215,128
    From this org
    $172,082
    From related orgs
    $0
    Other
    $43,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,695
    Bonus
    $11,120
    Other
    $18,267
    Deferred
    $6,147
    Nontaxable benefits
    $36,899
    Filer's total
    $215,128

  • MooreKindra Leigh

    DIR REHAB SVC THAZ

    Total calculated
    $208,468
    From this org
    $164,214
    From related orgs
    $0
    Other
    $44,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,014
    Bonus
    $10,524
    Other
    $12,676
    Deferred
    $11,980
    Nontaxable benefits
    $32,274
    Filer's total
    $208,468

  • CarterDeidre Ann

    DIR RADIOLOGY THAZ

    Total calculated
    $188,716
    From this org
    $166,549
    From related orgs
    $0
    Other
    $22,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,618
    Bonus
    $9,923
    Other
    $20,008
    Deferred
    $11,874
    Nontaxable benefits
    $10,293
    Filer's total
    $188,716

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $60,850
    From this org
    $0
    From related orgs
    $60,850
    Other
    $0
    Hours/week
    0.02 + 1.43 related

  • Modi MD Dhruvangkumar

    Trustee

    Total calculated
    $21,869
    From this org
    $0
    From related orgs
    $21,869
    Other
    $0
    Hours/week
    0.02 + 1.43 related

  • Vigness MD Richard

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Hunt Hunter

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Wilder Charles Jr

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Braun JD Vianei Lopez

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Hum MD Lawrence

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Iruegas Javier

    Trustee

    Total calculated
    $0
    Hours/week
    0.02

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.43 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, and on a Form 990-PF Part VIII's — 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
  • 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 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, or4 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 much be obtained and a non-compete must be satisfied prior to the end of the 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 1/2 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), if previously reported as deferred. Berdan,Barclay E. 576,408 Floren,Joshua Andrew 133,715 Jackson,David W. 171,438 King,James Kirk 361,914 Kramer,Kenneth J. 129,591

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $5,734,483. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202533109349300848

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