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← TEXAS HEALTH PRESBYTERIAN HOSPITAL PLANO

Form 990 for tax year 2023

Filed by TEXAS HEALTH PRESBYTERIAN HOSPITAL PLANO.

Totals

Total revenue
$551,641,981
Total expenses
$451,744,572
Contributions and grants received
$796,594
Grants paid
$1,907,931
Program services expenses (Part IX)
$369,028,765
Management and general expenses
$82,715,807
Fundraising expenses
$0
Program service expenses (Part III)
$369,028,765

Program services were 81.7% 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
    $4,621,716
    From this org
    $0
    From related orgs
    $3,605,445
    Other
    $1,016,271
    Hours/week
    0.64 + 49.36 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,860,563 related
    Bonus
    $0 + $1,414,089 related
    Other
    $0 + $330,793 related
    Deferred
    $0 + $963,751 related
    Nontaxable benefits
    $0 + $52,520 related
    Filer's total
    $0 + $4,621,716 related

  • McWhorterRicky E

    Former Officer

    Total calculated
    $1,840,778
    From this org
    $0
    From related orgs
    $1,515,772
    Other
    $325,006
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $932,223 related
    Bonus
    $0 + $437,883 related
    Other
    $0 + $145,666 related
    Deferred
    $0 + $285,038 related
    Nontaxable benefits
    $0 + $39,968 related
    Filer's total
    $0 + $1,840,778 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,442,048
    From this org
    $0
    From related orgs
    $1,206,803
    Other
    $235,245
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,551 related
    Bonus
    $0 + $359,141 related
    Other
    $0 + $142,111 related
    Deferred
    $0 + $193,789 related
    Nontaxable benefits
    $0 + $41,456 related
    Filer's total
    $0 + $1,442,048 related

  • FlorenJoshua Andrew

    Former Officer

    Total calculated
    $855,375
    From this org
    $0
    From related orgs
    $667,687
    Other
    $187,688
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,390 related
    Bonus
    $0 + $169,778 related
    Other
    $0 + $59,519 related
    Deferred
    $0 + $135,165 related
    Nontaxable benefits
    $0 + $52,523 related
    Filer's total
    $0 + $855,375 related

  • HadzimaStephen Kenneth

    Chief Qual & Med Officer THP

    Total calculated
    $813,161
    From this org
    $682,088
    From related orgs
    $0
    Other
    $131,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $432,771
    Bonus
    $169,633
    Other
    $79,684
    Deferred
    $78,347
    Nontaxable benefits
    $52,726
    Filer's total
    $813,161

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $680,985
    From this org
    $0
    From related orgs
    $515,108
    Other
    $165,877
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,305 related
    Bonus
    $0 + $117,613 related
    Other
    $0 + $49,190 related
    Deferred
    $0 + $125,200 related
    Nontaxable benefits
    $0 + $40,677 related
    Filer's total
    $0 + $680,985 related

  • HayFraser Scott

    President THP

    Total calculated
    $646,922
    From this org
    $516,022
    From related orgs
    $0
    Other
    $130,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $327,600
    Bonus
    $116,152
    Other
    $72,270
    Deferred
    $77,674
    Nontaxable benefits
    $53,226
    Filer's total
    $646,922

  • MasseyLaura A

    Chief Nursing Officer THP

    Total calculated
    $430,805
    From this org
    $362,112
    From related orgs
    $0
    Other
    $68,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,171
    Bonus
    $75,141
    Other
    $37,800
    Deferred
    $45,823
    Nontaxable benefits
    $22,870
    Filer's total
    $430,805

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,238 related
    Bonus
    $0 + $41,945 related
    Other
    $0 + $33,005 related
    Deferred
    $0 + $17,934 related
    Nontaxable benefits
    $0 + $53,725 related
    Filer's total
    $0 + $424,847 related

  • ThrashAmanda Shelby

    Former Officer

    Total calculated
    $416,528
    From this org
    $0
    From related orgs
    $332,255
    Other
    $84,273
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,125 related
    Bonus
    $0 + $45,704 related
    Other
    $0 + $39,426 related
    Deferred
    $0 + $51,916 related
    Nontaxable benefits
    $0 + $32,357 related
    Filer's total
    $0 + $416,528 related

  • GildonLisa

    Grp Fin Officer THP Term 06/23

    Total calculated
    $400,234
    From this org
    $171,437
    From related orgs
    $163,589
    Other
    $65,208
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $128,179 + $136,003 related
    Bonus
    $38,073
    Other
    $5,185 + $27,586 related
    Deferred
    $8,226 + $8,696 related
    Nontaxable benefits
    $23,746 + $24,540 related
    Filer's total
    $203,409 + $196,825 related

  • GeerNicholas

    Grp Finan Officer THP-THA

    Total calculated
    $356,884
    From this org
    $109,822
    From related orgs
    $182,939
    Other
    $64,123
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $85,332 + $142,400 related
    Bonus
    $0 + $33,584 related
    Other
    $24,490 + $6,955 related
    Deferred
    $4,203 + $7,094 related
    Nontaxable benefits
    $18,105 + $34,721 related
    Filer's total
    $132,130 + $224,754 related

  • FugatePaige

    Former Officer

    Total calculated
    $337,266
    From this org
    $0
    From related orgs
    $267,001
    Other
    $70,265
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,289 related
    Bonus
    $0 + $12,401 related
    Other
    $0 + $10,311 related
    Deferred
    $0 + $16,534 related
    Nontaxable benefits
    $0 + $53,731 related
    Filer's total
    $0 + $337,266 related

  • McCordKari

    ASSOC CNO THP Term 09/2023

    Total calculated
    $317,675
    From this org
    $152,711
    From related orgs
    $90,860
    Other
    $74,104
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $131,660 + $52,939 related
    Bonus
    $20,890 + $11,667 related
    Other
    $161 + $26,254 related
    Deferred
    $10,608 + $15,574 related
    Nontaxable benefits
    $33,409 + $14,513 related
    Filer's total
    $196,728 + $120,947 related

  • EstradaFloranito

    RN II CHARGE

    Total calculated
    $265,475
    From this org
    $214,795
    From related orgs
    $0
    Other
    $50,680
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,240
    Bonus
    $1,000
    Other
    $555
    Deferred
    $14,172
    Nontaxable benefits
    $36,508
    Filer's total
    $265,475

  • KeohavongSam

    SUPV NRSG

    Total calculated
    $253,861
    From this org
    $210,782
    From related orgs
    $0
    Other
    $43,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,571
    Bonus
    $5,527
    Other
    $6,684
    Deferred
    $14,597
    Nontaxable benefits
    $28,482
    Filer's total
    $253,861

  • CoxValerie J

    PHARMACIST CLIN

    Total calculated
    $253,201
    From this org
    $204,950
    From related orgs
    $0
    Other
    $48,251
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,726
    Bonus
    $1,000
    Other
    $7,224
    Deferred
    $23,575
    Nontaxable benefits
    $24,676
    Filer's total
    $253,201

  • BuenafeJerald C

    RN IV CHARGE

    Total calculated
    $247,202
    From this org
    $222,875
    From related orgs
    $0
    Other
    $24,327
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,164
    Bonus
    $4,411
    Other
    $300
    Deferred
    $7,146
    Nontaxable benefits
    $17,181
    Filer's total
    $247,202

  • CollinsChad M

    VP Prof Svcs-Operations THP

    Total calculated
    $226,623
    From this org
    $206,115
    From related orgs
    $0
    Other
    $20,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $111,611
    Bonus
    $75,000
    Other
    $19,504
    Deferred
    $3,598
    Nontaxable benefits
    $16,910
    Filer's total
    $226,623

  • LedbetterJennifer A

    VP Prof Svcs-Service Lines THP

    Total calculated
    $203,481
    From this org
    $198,307
    From related orgs
    $0
    Other
    $5,174
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,800
    Bonus
    $0
    Other
    $21,507
    Deferred
    $1,038
    Nontaxable benefits
    $4,136
    Filer's total
    $203,481

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $76,638
    From this org
    $0
    From related orgs
    $76,638
    Other
    $0
    Hours/week
    0.03 + 8.39 related

  • Vigness MD Richard

    Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Hunt Hunter

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Wilder Jr Charles

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Braun JD Vianei Lopez

    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

  • Hum MD Lawrence

    Trustee

    Total calculated
    $0
    Hours/week
    0.03 + 1.4 related

  • Iruegas Javier

    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

  • 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 — 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. 731,476 Floren,Joshua Andrew 67,564 Hadzima,Stephen Kenneth 75,617 Hay,Fraser Scott 48,699 Jackson,David W. 53,142 Kramer,Kenneth J. 174,260 Massey,Laura A. 32,688 McWhorter,Ricky E. 197,608 Thrash,Amanda Shelby 7,635

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423179349300122

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