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Nonprofiteer
← TEXAS HEALTH PRESBYTERIAN HOSPITAL PLANO

Form 990 for tax year 2022

Filed by TEXAS HEALTH PRESBYTERIAN HOSPITAL PLANO.

Totals

Total revenue
$504,521,796
Total expenses
$426,293,621
Contributions and grants received
$1,522,758
Grants paid
$510,194
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$350,941,292
Management and general expenses
$75,352,329
Fundraising expenses
$0
Program service expenses (Part III)
$350,941,292

Program services were 82.3% 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
    $3,806,117
    From this org
    $0
    From related orgs
    $3,378,414
    Other
    $427,703
    Hours/week
    0.64 + 49.36 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,670,569 related
    Bonus
    $0 + $1,415,798 related
    Other
    $0 + $292,047 related
    Deferred
    $0 + $377,798 related
    Nontaxable benefits
    $0 + $49,905 related
    Filer's total
    $0 + $3,806,117 related

  • 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

  • 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

  • HadzimaStephen Kenneth

    Chief Qual & Med Officer THP

    Total calculated
    $797,970
    From this org
    $696,382
    From related orgs
    $0
    Other
    $101,588
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $416,229
    Bonus
    $202,035
    Other
    $78,118
    Deferred
    $47,618
    Nontaxable benefits
    $53,970
    Filer's total
    $797,970

  • FlorenJoshua Andrew

    President THP Term July 2022

    Total calculated
    $740,563
    From this org
    $311,380
    From related orgs
    $305,548
    Other
    $123,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,221 + $215,841 related
    Bonus
    $134,228 + $41,587 related
    Other
    $5,931 + $48,120 related
    Deferred
    $10,938 + $62,150 related
    Nontaxable benefits
    $24,806 + $25,741 related
    Filer's total
    $347,124 + $393,439 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

  • HayFraser Scott

    President THP

    Total calculated
    $592,040
    From this org
    $217,554
    From related orgs
    $275,832
    Other
    $98,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,540 + $148,989 related
    Bonus
    $20,382 + $108,605 related
    Other
    $50,632 + $18,238 related
    Deferred
    $9,869 + $37,916 related
    Nontaxable benefits
    $24,126 + $26,743 related
    Filer's total
    $251,549 + $340,491 related

  • 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

  • GildonLisa

    Grp Finan Officer THP-THA

    Total calculated
    $418,086
    From this org
    $355,488
    From related orgs
    $0
    Other
    $62,598
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $246,087
    Bonus
    $78,725
    Other
    $30,676
    Deferred
    $15,820
    Nontaxable benefits
    $46,778
    Filer's total
    $418,086

  • MasseyLaura A

    Chief Nursing Officer THP

    Total calculated
    $415,746
    From this org
    $366,618
    From related orgs
    $0
    Other
    $49,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,051
    Bonus
    $88,612
    Other
    $36,955
    Deferred
    $28,273
    Nontaxable benefits
    $20,855
    Filer's total
    $415,746

  • ThrashAmanda Shelby

    VP Prof & Sprt Term July 2022

    Total calculated
    $365,822
    From this org
    $188,120
    From related orgs
    $137,947
    Other
    $39,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,319 + $110,534 related
    Bonus
    $66,817
    Other
    $5,984 + $27,413 related
    Deferred
    $0 + $12,140 related
    Nontaxable benefits
    $13,154 + $14,461 related
    Filer's total
    $201,274 + $164,548 related

  • FugatePaige

    Former Officer

    Total calculated
    $340,892
    From this org
    $0
    From related orgs
    $270,945
    Other
    $69,947
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,837 related
    Bonus
    $0 + $25,134 related
    Other
    $0 + $9,974 related
    Deferred
    $0 + $18,879 related
    Nontaxable benefits
    $0 + $51,068 related
    Filer's total
    $0 + $340,892 related

  • EstradaFloranito

    RN II CHARGE

    Total calculated
    $281,462
    From this org
    $183,963
    From related orgs
    $48,242
    Other
    $49,257
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,987 + $39,333 related
    Bonus
    $9,556 + $8,809 related
    Other
    $420 + $100 related
    Deferred
    $10,895 + $2,490 related
    Nontaxable benefits
    $29,059 + $6,813 related
    Filer's total
    $223,917 + $57,545 related

  • CumminsScott D

    DIR SR PROF & SUPPORT SVCS THP

    Total calculated
    $261,115
    From this org
    $218,112
    From related orgs
    $0
    Other
    $43,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,782
    Bonus
    $20,025
    Other
    $3,305
    Deferred
    $12,056
    Nontaxable benefits
    $30,947
    Filer's total
    $261,115

  • CrewsPamela S

    MGR PHARMACY RETAIL

    Total calculated
    $256,943
    From this org
    $213,684
    From related orgs
    $0
    Other
    $43,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,096
    Bonus
    $21,086
    Other
    $4,502
    Deferred
    $14,749
    Nontaxable benefits
    $28,510
    Filer's total
    $256,943

  • MilbergerKyle A

    DIR PHARMACY

    Total calculated
    $250,832
    From this org
    $206,514
    From related orgs
    $0
    Other
    $44,318
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,545
    Bonus
    $23,682
    Other
    $8,287
    Deferred
    $7,771
    Nontaxable benefits
    $36,547
    Filer's total
    $250,832

  • JonesAshley S

    DIR REHAB SVC

    Total calculated
    $240,153
    From this org
    $203,439
    From related orgs
    $0
    Other
    $36,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,782
    Bonus
    $19,612
    Other
    $6,045
    Deferred
    $13,881
    Nontaxable benefits
    $22,833
    Filer's total
    $240,153

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $97,456
    From this org
    $0
    From related orgs
    $97,456
    Other
    $0
    Hours/week
    0.03 + 8.39 related

  • Stripling MD Dennis

    Immediate past chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Hunt Hunter

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Washington Bernice

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 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). Berdan,Barclay E. 155,068 Floren,Joshua Andrew 18,849 Hadzima,Stephen Kenneth 20,734 Hay,Fraser Scott 8,243 Jackson,David W. 11,705 Kramer,Kenneth J. 46,912 Massey,Laura A. 3,137 McWhorter,Ricky E. 39,816

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202333129349302013

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