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Nonprofiteer
← TEXAS HEALTH PRESBYTERIAN HOSPITAL PLANO

Form 990 for tax year 2024

Filed by TEXAS HEALTH PRESBYTERIAN HOSPITAL PLANO.

Totals

Total revenue
$570,041,068
Total expenses
$478,106,717
Contributions and grants received
$565,766
Grants paid
$77,700
Program service revenue
$567,109,663
Investment income
-$738,801
Other revenue
$3,104,440
Total assets, end of year
$276,236,311
Total liabilities, end of year
$48,650,793
Net assets or fund balances, end of year
$227,585,518
Program services expenses (Part IX)
$397,742,871
Management and general expenses
$80,363,846
Fundraising expenses
$0
Program service expenses (Part III)
$397,742,871

Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $565,766

  • 1g · Noncash contributions included above

    $6,753

  • 2a · Program service revenue: PATIENT REVENUE

    total $561,473,427 · related or exempt $561,473,427

  • 2b · Program service revenue: MEDICARE/MEDICAID ADJUSTMENT

    total $2,940,843 · related or exempt $2,940,843

  • 2c · Program service revenue: NON GVRNMTL PERFORMANCE INCNTV

    total $2,278,884 · related or exempt $2,278,884

  • 2d · Program service revenue: IC AFFILIATED SERVICE FEES

    total $365,966 · related or exempt $365,966

  • 2e · Program service revenue: EDUCATION

    total $50,543 · related or exempt $50,543

  • 3 · Investment income

    total $9,845 · excluded $9,845

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $78,284

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $78,284 · personal property $0

  • 6d · Net rental income or loss

    total $78,284 · excluded $78,284

  • 7a · Gross sales of assets other than inventory

    other assets $0

  • 7b · Less cost or other basis and sales expenses

    other assets $748,646

  • 7c · Gain or loss

    other assets -$748,646

  • 7d · Net gain or loss

    total -$748,646 · excluded -$748,646

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA

    total $1,425,719 · excluded $1,425,719

  • 11b · Other revenue: PHARMACY

    total $1,364,862 · related or exempt $986,009 · unrelated business $378,853

  • 11c · Other revenue: MEDICAL STAFF

    total $137,250 · related or exempt $137,250

  • 11d · All other revenue

    total $98,325 · related or exempt $44,010 · unrelated business $3,620 · excluded $50,695

  • 11e · Other revenue, total

    $3,026,156

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $77,700 · program services $77,700

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $3,299,436 · management and general $3,299,436

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $164,374,119 · program services $163,561,937 · management and general $812,182

  • 8 · Pension plan contributions

    total $7,091,845 · program services $7,091,845

  • 9 · Other employee benefits

    total $20,736,296 · program services $20,736,296

  • 10 · Payroll taxes

    total $11,838,948 · program services $11,629,594 · management and general $209,354

  • 11a · Fees: management

    total $68,837,956 · management and general $68,837,956

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $48,315,251 · program services $44,168,329 · management and general $4,146,922

  • 12 · Advertising and promotion

    total $271,013 · program services $8,782 · management and general $262,231

  • 13 · Office expenses

    total $705,355 · program services $638,434 · management and general $66,921

  • 14 · Information technology

    total $957,588 · program services $950,370 · management and general $7,218

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $7,495,866 · program services $5,875,222 · management and general $1,620,644

  • 17 · Travel

    total $135,169 · program services $127,449 · management and general $7,720

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $87,274 · program services $83,951 · management and general $3,323

  • 20 · Interest

    total $4,044,441 · program services $4,044,441

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $19,011,397 · program services $18,534,355 · management and general $477,042

  • 23 · Insurance

    total $5,085,341 · program services $5,085,341

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $86,019,700 · program services $86,010,884 · management and general $8,816

  • 24b · Other expenses: GOV SUPP PRGM EXP

    total $12,322,362 · program services $12,313,862 · management and general $8,500

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $5,283,959 · program services $5,241,180 · management and general $42,779

  • 24d · Other expenses: NON CAPITAL EQUIPMENT

    total $3,098,949 · program services $3,096,799 · management and general $2,150

  • 24e · All other expenses

    total $9,016,752 · program services $8,466,100 · management and general $550,652

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $278,691 · end of year $291,464

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $93,743,625 · end of year $98,388,619

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $227,990 · end of year $254,259

  • 8 · Inventories for sale or use

    beginning of year $6,911,724 · end of year $7,269,976

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,048,097 · end of year $1,446,364

  • 10a · Land, buildings and equipment: cost or other basis

    $450,081,198

  • 10b · Land, buildings and equipment: accumulated depreciation

    $283,241,223

  • 10c · Land, buildings and equipment, net

    beginning of year $148,641,206 · end of year $166,839,975

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,220,424 · end of year $1,745,654

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,079,413 · end of year $33,686,373

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $3,596,707 · end of year $4,896,807

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,641,584 · end of year $10,067,613

  • 27 · Net assets without donor restrictions

    beginning of year $208,754,053 · end of year $227,585,518

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

A FAITH-BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES IT SERVES REGARDLESS OF THEIR ABILITY TO PAY.

  • Texas Health Presbyterian Hospital Plano ("THP") is a 386-bed facility that has served the cities of Plano and surrounding communities since its opening in 1991. A destination for high acuity neurosurgery, stroke, heart and vascular, and orthopedic care, THP is designated as a Primary Heart Attack Center, Comprehensive Stroke Center, and holds Advanced Certification for Total Hip and Knee Replacement from The Joint Commission. In addition to prioritizing these services, the Magnet-designated hospital places a focus on breast care, cancer care, digestive health, and women & infant's care, among other service lines. Texas Health Seay Behavioral Health Plano, located on the campus, provides inpatient and outpatient behavioral health therapies. A Level II Trauma Center, THP also holds Level IV Comprehensive Maternal Care and Level IV NICU Advanced designations. To keep up with rapid growth in Collin County, Texas Health is investing into the facility, adding an eight-story bed tower. See "SYSTEM FACILITIES AND OPERATIONS OVERVIEW - Strategic Plans and Recent Developments" herein for further details on the expansion. THP has more than 1,700 employees and over 1,300 physicians on its medical staff in more than 65 specialties. During this year, THP had 101,627 patient days, 19,886 discharges, 3,100 births, 95,572 outpatient encounters, and 54,850 emergency room visit. THP provides quality medical healthcare services regardless of the patient's race, creed, sex, national origin, handicap, age, or ability to pay. THP provides care to persons covered by governmental programs, including Medicare and Medicaid, for reimbursement that does not always cover the cost of providing the care. THP also provides charity care to patients who are unable to pay for the services they receive.

    Expenses $397,742,871 · Grants $77,700 · Revenue $568,276,932

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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

  • 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

    Former Officer

    Total calculated
    $1,081,755
    From this org
    $0
    From related orgs
    $915,242
    Other
    $166,513
    Hours/week
    0 + 40 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

  • HadzimaStephen Kenneth

    Chief Qual & Med Officer THP

    Total calculated
    $903,052
    From this org
    $758,212
    From related orgs
    $0
    Other
    $144,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $446,191
    Bonus
    $227,080
    Other
    $84,941
    Deferred
    $90,516
    Nontaxable benefits
    $54,324
    Filer's total
    $903,052

  • 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

  • HayFraser Scott

    President THP

    Total calculated
    $785,356
    From this org
    $637,360
    From related orgs
    $0
    Other
    $147,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $384,960
    Bonus
    $173,573
    Other
    $78,827
    Deferred
    $92,220
    Nontaxable benefits
    $55,776
    Filer's total
    $785,356

  • ThrashAmanda Shelby

    Former Officer

    Total calculated
    $514,648
    From this org
    $0
    From related orgs
    $433,154
    Other
    $81,494
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,418 related
    Bonus
    $0 + $105,647 related
    Other
    $0 + $43,089 related
    Deferred
    $0 + $51,806 related
    Nontaxable benefits
    $0 + $29,688 related
    Filer's total
    $0 + $514,648 related

  • MasseyLaura A

    Chief Nursing Officer THP

    Total calculated
    $502,073
    From this org
    $413,858
    From related orgs
    $0
    Other
    $88,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,056
    Bonus
    $110,388
    Other
    $39,414
    Deferred
    $57,327
    Nontaxable benefits
    $30,888
    Filer's total
    $502,073

  • 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

  • GildonLisa

    Former Officer

    Total calculated
    $460,131
    From this org
    $0
    From related orgs
    $394,721
    Other
    $65,410
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,757 related
    Bonus
    $0 + $73,185 related
    Other
    $0 + $33,779 related
    Deferred
    $0 + $22,481 related
    Nontaxable benefits
    $0 + $42,929 related
    Filer's total
    $0 + $460,131 related

  • GeerNicholas

    Grp Finan Officer THP-THA

    Total calculated
    $432,022
    From this org
    $363,917
    From related orgs
    $0
    Other
    $68,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,508
    Bonus
    $70,719
    Other
    $32,690
    Deferred
    $12,814
    Nontaxable benefits
    $55,291
    Filer's total
    $432,022

  • FugatePaige

    Former Officer

    Total calculated
    $387,749
    From this org
    $0
    From related orgs
    $311,305
    Other
    $76,444
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,920 related
    Bonus
    $0 + $22,484 related
    Other
    $0 + $33,901 related
    Deferred
    $0 + $20,910 related
    Nontaxable benefits
    $0 + $55,534 related
    Filer's total
    $0 + $387,749 related

  • McCordKari

    Former Highest Paid Employee

    Total calculated
    $362,382
    From this org
    $0
    From related orgs
    $270,385
    Other
    $91,997
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,941 related
    Bonus
    $0 + $41,288 related
    Other
    $0 + $27,156 related
    Deferred
    $0 + $39,480 related
    Nontaxable benefits
    $0 + $52,517 related
    Filer's total
    $0 + $362,382 related

  • CollinsChad M

    VP Prof Svcs-Operations THP

    Total calculated
    $339,792
    From this org
    $287,883
    From related orgs
    $0
    Other
    $51,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,797
    Bonus
    $35,978
    Other
    $42,108
    Deferred
    $9,530
    Nontaxable benefits
    $42,379
    Filer's total
    $339,792

  • LedbetterJennifer A

    VP Prof Svcs-Service Lines THP

    Total calculated
    $337,142
    From this org
    $312,503
    From related orgs
    $0
    Other
    $24,639
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,331
    Bonus
    $50,369
    Other
    $28,803
    Deferred
    $5,617
    Nontaxable benefits
    $19,022
    Filer's total
    $337,142

  • EstradaFloranito

    RN II CHARGE

    Total calculated
    $302,948
    From this org
    $244,004
    From related orgs
    $0
    Other
    $58,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,481
    Bonus
    $1,105
    Other
    $6,418
    Deferred
    $18,743
    Nontaxable benefits
    $40,201
    Filer's total
    $302,948

  • MilbergerKyle A

    DIR PHARMACY THP

    Total calculated
    $280,455
    From this org
    $220,097
    From related orgs
    $0
    Other
    $60,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,171
    Bonus
    $9,467
    Other
    $22,459
    Deferred
    $16,667
    Nontaxable benefits
    $43,691
    Filer's total
    $280,455

  • MorellElizabeth

    DIR PERIOP THP

    Total calculated
    $266,305
    From this org
    $217,287
    From related orgs
    $0
    Other
    $49,018
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,307
    Bonus
    $9,454
    Other
    $12,526
    Deferred
    $9,654
    Nontaxable benefits
    $39,364
    Filer's total
    $266,305

  • JonesAshley S

    DIR REHAB SVC THP

    Total calculated
    $262,633
    From this org
    $220,723
    From related orgs
    $0
    Other
    $41,910
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,088
    Bonus
    $8,861
    Other
    $25,774
    Deferred
    $15,399
    Nontaxable benefits
    $26,511
    Filer's total
    $262,633

  • BuenafeJerald C

    RN II CHARGE

    Total calculated
    $250,088
    From this org
    $219,035
    From related orgs
    $0
    Other
    $31,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,695
    Bonus
    $12,490
    Other
    $850
    Deferred
    $8,286
    Nontaxable benefits
    $22,767
    Filer's total
    $250,088

  • 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

  • WilderCharles 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 + 1.43 related

  • 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 Susan DNP

    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, 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), if previously reported as deferred. Berdan,Barclay E. 576,408 Floren,Joshua Andrew 133,715 Hadzima,Stephen Kenneth 54,883 Hay,Fraser Scott 40,456 Jackson,David W. 171,438 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.

  • AMH Cath Labs LLC

    Hospital · TX

    Directly controlled by NA

  • Arlington Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Castle Hills Surgicare LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Central Park Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cleburne Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Cross Timbers Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Denton Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Flower Mound Hospital Partners LLC

    Hospital · TX

    Directly controlled by NA

  • Fort Worth Endoscopy Centers LLC

    Endoscopy Center · TX

    Directly controlled by NA

  • Greenville Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Health Imaging Partners LLC

    Medical Imaging · TX

    Directly controlled by NA

  • Mansfield Endoscopy Center LLC

    Endoscopy · TX

    Directly controlled by NA

  • North Dallas Surgical Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Opthalmology Surgery Center of Dallas LL

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Park Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Physicians Medical Center LLC

    Hospital · TX

    Directly controlled by NA

  • Presbyterian Cancer Ctr-Dallas LLC

    Cancer Ctr · TX

    Directly controlled by NA

  • Rockwall Regional Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • South Arlington Surgical Providers LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Southlake Specialty Hospital LLC

    Hospital · TX

    Directly controlled by NA

  • Surgical Caregivers of Fort Worth LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Craig Ranch Surgery Center

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Flower Mound Orthopedic Sur

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Huguley Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Orthopedic Surgery Center A

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allen

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Spine Surgery Center Allian

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Supply Chain Services LLC

    Purchasing Co · TX

    Directly controlled by NA

  • Texas Health Surgery Center Alliance LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Bedford LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Chisholm Tra

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Forney LLC

    Inactive · TX

    Directly controlled by NA

  • Texas Health Surgery Center Irving LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Preston Plaz

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Rockwall LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Southwest Fo

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Willow Park

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Institute for Surgery LLP

    Hospital · TX

    Directly controlled by NA

  • THR-STT Rockwall ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • THR-STT Southlake ASC LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • UPNT Surgery LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • USMD Hospital at Arlington LP

    Hospital · TX

    Directly controlled by NA

  • Walnut Hill Surgery Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Willow Park Endoscopy Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Wilson Creek Surigcal Center LLC

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Women's Specialty Surgery Center of Dall

    Amb Surg Ctr · TX

    Directly controlled by NA

Related corporations and trusts

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

  • Grace Indemnity Company SPC Ltd

    C Corp · Captive Insur · CJ · controlled entity

    Directly controlled by NA

  • Texas Health Biomedical Advancement Cent

    C Corp · Research · TX · controlled entity

    Directly controlled by NA

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, $73,102,886. 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
202523109349300847

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