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Nonprofiteer
← TEXAS HEALTH PHYSICIANS GROUP

Form 990 for tax year 2022

Filed by TEXAS HEALTH PHYSICIANS GROUP.

Totals

Total revenue
$552,831,006
Total expenses
$813,928,948
Contributions and grants received
$3,523,450
Grants paid
$5,000
Program service revenue
$547,844,386
Investment income
$32,030
Other revenue
$1,431,140
Total assets, end of year
$250,540,356
Total liabilities, end of year
$144,526,515
Net assets or fund balances, end of year
$106,013,841
Program services expenses (Part IX)
$725,032,737
Management and general expenses
$88,896,211
Fundraising expenses
$0
Program service expenses (Part III)
$725,032,737

Program services were 89.1% 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

    $4,650

  • 1e · Government grants (contributions)

    $3,518,800

  • 2a · Program service revenue: PATIENT REVENUE

    total $451,808,636 · related or exempt $451,808,636

  • 2b · Program service revenue: I/C FEES

    total $66,154,719 · related or exempt $66,154,719

  • 2c · Program service revenue: SHARED SAVINGS

    total $29,860,188 · related or exempt $29,860,188

  • 2d · Program service revenue: RESEARCH REVENUE

    total $20,843 · related or exempt $20,843

  • 3 · Investment income

    total $169,728 · excluded $169,728

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $394,100

  • 6c · Rental income or loss

    real property $394,100 · personal property $0

  • 6d · Net rental income or loss

    total $394,100 · excluded $394,100

  • 7a · Gross sales of assets other than inventory

    other assets $0

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

    other assets $137,698

  • 7c · Gain or loss

    other assets -$137,698

  • 7d · Net gain or loss

    total -$137,698 · excluded -$137,698

  • 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: STIPEND REVENUE

    total $791,808 · related or exempt $791,808

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $245,232 · excluded $245,232

  • 11e · Other revenue, total

    $1,037,040

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,000 · program services $5,000

  • 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 $9,334,165 · program services $7,324,843 · management and general $2,009,322 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $468,062,468 · program services $464,892,532 · management and general $3,169,936

  • 8 · Pension plan contributions

    total $13,726,585 · program services $13,540,819 · management and general $185,766

  • 9 · Other employee benefits

    total $36,678,581 · program services $36,510,957 · management and general $167,624

  • 10 · Payroll taxes

    total $23,735,630 · program services $23,568,661 · management and general $166,969

  • 11a · Fees: management

    total $80,026,378 · management and general $80,026,378

  • 11b · Fees: legal

    total $17,229 · program services $17,229

  • 11c · Fees: accounting

    total $180,300 · program services $164,300 · management and general $16,000

  • 11d · Fees: lobbying

    total $1,995 · management and general $1,995

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $57,408,306 · program services $57,219,413 · management and general $188,893

  • 12 · Advertising and promotion

    total $4,848,900 · program services $4,846,810 · management and general $2,090

  • 13 · Office expenses

    total $8,412,776 · program services $8,260,885 · management and general $151,891

  • 14 · Information technology

    total $3,078,405 · program services $2,838,848 · management and general $239,557

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $43,508,285 · program services $42,091,834 · management and general $1,416,451

  • 17 · Travel

    total $1,860,414 · program services $1,844,670 · management and general $15,744

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $92,750 · program services $89,836 · management and general $2,914

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $12,929,142 · program services $12,752,558 · management and general $176,584

  • 23 · Insurance

    total $9,519,122 · program services $9,519,122

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $31,392,732 · program services $31,392,732

  • 24b · Other expenses: NON CAPITAL EQUIPMENT

    total $2,768,569 · program services $2,768,569

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $2,030,177 · program services $2,027,444 · management and general $2,733

  • 24d · Other expenses: LICENSES & FEES

    total $1,324,925 · program services $1,299,706 · management and general $25,219

  • 24e · All other expenses

    total $2,986,114 · program services $2,055,969 · management and general $930,145

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $26,761 · end of year $0

  • 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 $89,264,339 · end of year $41,917,705

  • 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 $19,500 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $856,685 · end of year $1,202,454

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,634,335 · end of year $320,277

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

    $90,154,184

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

    $50,784,011

  • 10c · Land, buildings and equipment, net

    beginning of year $39,250,955 · end of year $39,370,173

  • 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 $91,249,183 · end of year $91,104,766

  • 15 · Other assets

    beginning of year $77,533,468 · end of year $76,624,981

  • 17 · Accounts payable and accrued expenses

    beginning of year $79,284,570 · end of year $76,092,513

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $4,405,186 · end of year $818,149

  • 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 $72,132,907 · end of year $67,615,853

  • 27 · Net assets without donor restrictions

    beginning of year $148,012,563 · end of year $106,013,841

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

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.

Activities or mission (Part I)

A FAITH-BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE HEALTH OF the people in the communities it serves, regarless of thier ability to pay.

  • Texas Health Physicians Group (THPG) is a member of Texas Health Resources (THR) a large healthcare system located in North Texas. THPG has a provider network which is made up of more than 1,100 primary care physicians, specialists, hospitalists, and advanced practice providers dedicated to providing safe, quality care for patients. The THPG provider network, along with the hospital system of THR allows the communities in North Texas the opportunity for access to unparalleled healthcare coverage. THPG physicians begin the healthcare journey by caring for the community before they ever become hospital patients. With more than 240 physician offices covering approximately 6,500 square miles, THPG physicians are able to provide care to patients across North Texas during every stage of life. Through providing care outside the acute care setting, THPG physicians are able to reach out to people who are otherwise healthy and begin engaging their lifestyles; and for patients with modest illnesses, begin engaging prevention measures. There were approximately 1,800,000 office visits in these physician offices. In addition to physician offices, THPG provides hospital physician services to hospitals within the THR system. These hospital physicians promote access and provide care to patients who require admission to THR hospitals. During 2022, THPG Physicians recorded approximately 658,000 inpatient visits for patients within THR facilities. THPG providers also performed 202,700 virtual visits in 2022. THPG has clinical affiliations with CVS and Dispatch Health in North Texas to provide consumers greater access to quality primary care that is convenient and affordable. THPG's physicians also play a large role in the leadership of care for each of the THR facilities. Positions held include medical staff leadership, service line program leadership, and medical directorships. THPG is also represented heavily through provider participation in THR ad hoc committees that initiate and implement health program initiatives. THPG providers and office staff are involved in community outreach in many areas. They also participate in various health fairs and free clinics in the communities they serve.

    Expenses $725,032,737 · Grants $5,000 · Revenue $548,636,194

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • AjayiOlaide O

    PHYS PRACTICE

    Total calculated
    $1,961,373
    From this org
    $1,903,340
    From related orgs
    $0
    Other
    $58,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,903,340
    Bonus
    $0
    Other
    $0
    Deferred
    $13,327
    Nontaxable benefits
    $44,706
    Filer's total
    $1,961,373

  • OoiYinn Cher

    PHYS PRACTICE

    Total calculated
    $1,704,851
    From this org
    $1,641,818
    From related orgs
    $0
    Other
    $63,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,641,168
    Bonus
    $0
    Other
    $650
    Deferred
    $13,725
    Nontaxable benefits
    $49,308
    Filer's total
    $1,704,851

  • WongCyrus Chi-Ho

    PHYS PRACTICE

    Total calculated
    $1,694,238
    From this org
    $1,641,302
    From related orgs
    $0
    Other
    $52,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,640,652
    Bonus
    $0
    Other
    $650
    Deferred
    $18,300
    Nontaxable benefits
    $34,636
    Filer's total
    $1,694,238

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,634,387
    From this org
    $0
    From related orgs
    $1,477,178
    Other
    $157,209
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $897,686 related
    Bonus
    $0 + $438,893 related
    Other
    $0 + $140,599 related
    Deferred
    $0 + $120,036 related
    Nontaxable benefits
    $0 + $37,173 related
    Filer's total
    $0 + $1,634,387 related

  • HillBrandon

    PHYS PRACTICE

    Total calculated
    $1,630,629
    From this org
    $1,579,654
    From related orgs
    $0
    Other
    $50,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,579,004
    Bonus
    $0
    Other
    $650
    Deferred
    $18,300
    Nontaxable benefits
    $32,675
    Filer's total
    $1,630,629

  • BadheyNeeraj

    PHYS PRACTICE

    Total calculated
    $1,590,303
    From this org
    $1,542,892
    From related orgs
    $0
    Other
    $47,411
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $996,002
    Bonus
    $546,240
    Other
    $650
    Deferred
    $22,875
    Nontaxable benefits
    $24,536
    Filer's total
    $1,590,303

  • ParsleyShawn D

    President & COO THPG

    Total calculated
    $1,402,375
    From this org
    $1,151,813
    From related orgs
    $0
    Other
    $250,562
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $664,879
    Bonus
    $354,584
    Other
    $132,350
    Deferred
    $190,622
    Nontaxable benefits
    $59,940
    Filer's total
    $1,402,375

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,330,841
    From this org
    $0
    From related orgs
    $1,190,704
    Other
    $140,137
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,629 related
    Bonus
    $0 + $372,552 related
    Other
    $0 + $134,523 related
    Deferred
    $0 + $101,290 related
    Nontaxable benefits
    $0 + $38,847 related
    Filer's total
    $0 + $1,330,841 related

  • MyersLynn Marie

    Chief Medical & Qual Offr THPG

    Total calculated
    $839,431
    From this org
    $732,693
    From related orgs
    $0
    Other
    $106,738
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $443,672
    Bonus
    $207,549
    Other
    $81,472
    Deferred
    $58,466
    Nontaxable benefits
    $48,272
    Filer's total
    $839,431

  • Fowler Jr MDDonald

    V Chair/PHYS PRACTICE

    Total calculated
    $796,670
    From this org
    $743,326
    From related orgs
    $0
    Other
    $53,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $620,556
    Bonus
    $122,120
    Other
    $650
    Deferred
    $22,875
    Nontaxable benefits
    $30,469
    Filer's total
    $796,670

  • Rothbart MDDavid

    Trustee/PHYS PRACTICE

    Total calculated
    $737,045
    From this org
    $0
    From related orgs
    $652,583
    Other
    $84,462
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $652,583 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $61,587 related
    Filer's total
    $0 + $737,045 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $653,618
    From this org
    $0
    From related orgs
    $524,017
    Other
    $129,601
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,809 related
    Bonus
    $0 + $143,198 related
    Other
    $0 + $47,010 related
    Deferred
    $0 + $91,723 related
    Nontaxable benefits
    $0 + $37,878 related
    Filer's total
    $0 + $653,618 related

  • PetersonLisa Kaye

    VP THPG Financial Operations

    Total calculated
    $606,946
    From this org
    $545,559
    From related orgs
    $0
    Other
    $61,387
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $356,562
    Bonus
    $129,108
    Other
    $59,889
    Deferred
    $22,875
    Nontaxable benefits
    $38,512
    Filer's total
    $606,946

  • Myint MDTwinkle Anne

    Trustee/PHYS PRACTICE

    Total calculated
    $481,337
    From this org
    $415,026
    From related orgs
    $0
    Other
    $66,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,475
    Bonus
    $80,381
    Other
    $1,170
    Deferred
    $17,007
    Nontaxable benefits
    $49,304
    Filer's total
    $481,337

  • SoderstromJennifer Lee

    VP Transformation & Integ THPG

    Total calculated
    $466,908
    From this org
    $388,700
    From related orgs
    $0
    Other
    $78,208
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,230
    Bonus
    $88,512
    Other
    $32,958
    Deferred
    $21,694
    Nontaxable benefits
    $56,514
    Filer's total
    $466,908

  • Bright DOJeana A

    Chair/PHYS PRACTICE

    Total calculated
    $466,082
    From this org
    $402,018
    From related orgs
    $0
    Other
    $64,064
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,094
    Bonus
    $57,454
    Other
    $1,470
    Deferred
    $15,655
    Nontaxable benefits
    $48,409
    Filer's total
    $466,082

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $457,768
    From this org
    $0
    From related orgs
    $389,083
    Other
    $68,685
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,180 related
    Bonus
    $0 + $87,682 related
    Other
    $0 + $32,221 related
    Deferred
    $0 + $17,369 related
    Nontaxable benefits
    $0 + $51,316 related
    Filer's total
    $0 + $457,768 related

  • ClayLori

    VP Primary Care Ops THPG

    Total calculated
    $446,322
    From this org
    $381,642
    From related orgs
    $0
    Other
    $64,680
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,531
    Bonus
    $84,932
    Other
    $32,179
    Deferred
    $21,020
    Nontaxable benefits
    $43,660
    Filer's total
    $446,322

  • StephensonJennifer Lea

    VP Specialty Care Ops THPG

    Total calculated
    $429,015
    From this org
    $374,566
    From related orgs
    $0
    Other
    $54,449
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,933
    Bonus
    $81,884
    Other
    $51,749
    Deferred
    $16,446
    Nontaxable benefits
    $38,003
    Filer's total
    $429,015

  • KharbandaAjay K

    VP Hosptlsts & Post Acute THPG

    Total calculated
    $428,811
    From this org
    $367,955
    From related orgs
    $0
    Other
    $60,856
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,443
    Bonus
    $81,956
    Other
    $31,556
    Deferred
    $20,460
    Nontaxable benefits
    $40,396
    Filer's total
    $428,811

  • Futscher MDEric

    Trustee/PHYS PRACTICE

    Total calculated
    $423,317
    From this org
    $369,803
    From related orgs
    $0
    Other
    $53,514
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,368
    Bonus
    $21,785
    Other
    $650
    Deferred
    $12,946
    Nontaxable benefits
    $40,568
    Filer's total
    $423,317

  • Yeoham DOLoraine N

    Trustee/PHYS PRACTICE

    Total calculated
    $406,966
    From this org
    $351,550
    From related orgs
    $0
    Other
    $55,416
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,987
    Bonus
    $55,093
    Other
    $1,470
    Deferred
    $14,894
    Nontaxable benefits
    $40,522
    Filer's total
    $406,966

  • Taylor MDWalton Albert

    Trustee/PHYS PRACTICE

    Total calculated
    $363,615
    From this org
    $306,481
    From related orgs
    $0
    Other
    $57,134
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,831
    Bonus
    not reported
    Other
    $650
    Deferred
    $22,407
    Nontaxable benefits
    $34,727
    Filer's total
    $363,615

  • Hamilton MDKenneth W

    Trustee/PHYS PRACTICE

    Total calculated
    $359,823
    From this org
    $278,698
    From related orgs
    $0
    Other
    $81,125
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,190
    Bonus
    $48,338
    Other
    $1,170
    Deferred
    $16,967
    Nontaxable benefits
    $64,158
    Filer's total
    $359,823

  • Shah MDKavita S

    Trustee/PHYS PRACTICE

    Total calculated
    $357,875
    From this org
    $302,871
    From related orgs
    $0
    Other
    $55,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,264
    Bonus
    $48,312
    Other
    $1,295
    Deferred
    $14,808
    Nontaxable benefits
    $40,196
    Filer's total
    $357,875

  • BourqueDreux Everette

    VP Specialty Care Ops THPG

    Total calculated
    $357,499
    From this org
    $288,804
    From related orgs
    $0
    Other
    $68,695
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,530
    Bonus
    $30,893
    Other
    $29,381
    Deferred
    $11,087
    Nontaxable benefits
    $57,608
    Filer's total
    $357,499

  • Nghi DOMinh Quang

    Trustee/PHYS HOSPITALIST

    Total calculated
    $356,397
    From this org
    $280,723
    From related orgs
    $0
    Other
    $75,674
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,675
    Bonus
    $24,048
    Other
    $0
    Deferred
    $17,177
    Nontaxable benefits
    $58,497
    Filer's total
    $356,397

  • NeurohrJeremy J

    VP Primary Care Ops THPG

    Total calculated
    $344,777
    From this org
    $281,564
    From related orgs
    $0
    Other
    $63,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,806
    Bonus
    $29,799
    Other
    $28,959
    Deferred
    $14,445
    Nontaxable benefits
    $48,768
    Filer's total
    $344,777

  • BraxtonKenneth W

    Assistant Secretary

    Total calculated
    $297,243
    From this org
    $0
    From related orgs
    $262,624
    Other
    $34,619
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,158 related
    Bonus
    $0 + $24,075 related
    Other
    $0 + $11,391 related
    Deferred
    $0 + $18,188 related
    Nontaxable benefits
    $0 + $16,431 related
    Filer's total
    $0 + $297,243 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(iii) and Column (F). Jackson,David W. 11,705 Kramer,Kenneth J. 46,912 McWhorter,Ricky E. 39,816 Myers,Lynn Marie 15,845 Parsley,Shawn D 23,200

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.

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

  • 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 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 Waxahachie

    Amb Surg Ctr · TX

    Directly controlled by NA

  • Texas Health Surgery Center Willow Park

    Inactive · 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

  • USMD Hospital at Arlington LP

    Hospital · TX

    Directly controlled by NA

  • USMD Hospital at Fort Worth LP

    Hospital Closed · 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

    Directly controlled by NA

  • Texas Health Biomedical Advancement Cent

    C Corp · Research · TX

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202313129349302011

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