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← NELLE NORRELL FOUNDATION METHODIST HOSPITAL

Form 990 for tax year 2022

Filed by NELLE NORRELL FOUNDATION METHODIST HOSPITAL.

Totals

Total revenue
-$17,586
Total expenses
$65,019
Contributions and grants received
$0
Grants paid
$65,019
Program service revenue
$0
Investment income
-$17,586
Other revenue
$0
Total assets, end of year
$1,343,856
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,343,856
Program services expenses (Part IX)
$65,019
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$65,019

Program services were 100.0% 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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $65,019 · excluded $65,019

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $0

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

    securities $82,605

  • 7c · Gain or loss

    securities -$82,605 · other assets $0

  • 7d · Net gain or loss

    total -$82,605 · excluded -$82,605

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $65,019 · program services $65,019

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,259,498 · end of year $1,343,856

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    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

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $1,259,498 · end of year $1,343,856

Mission and programs · 2022

Mission

THE NELLE NORRELL FOUNDATION WAS ESTABLISHED SOLELY FOR THE BENEFIT OF THE GOLDEN CROSS CLINIC PROGRAM OF METHODIST HOSPITALS OF DALLAS, A 501(C)(3) HOSPITAL. ALL EARNINGS OF THE FOUNDATION ARE DISTRIBUTED VIA THE METHODIST HOSPITALS OF DALLAS FOUNDATION TO THE METHODIST HOSPITAL OF DALLAS FOR THE BENEFIT OF TREATING INDIGENT PATIENTS AT THE GOLDEN CROSS CLINIC. SPECIFICALLY PATIENTS IDENTIFIED BY THE MINISTERS OF THE NORTH TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH.

  • GRANTS TO SUPPORT THE PROVISION OF INDIGENT CARE AT THE GOLDEN CROSS CLINIC OF METHODIST HOSPITALS OF DALLAS.

    Expenses $65,019 · Grants $65,019

As filed on the 2022 return.

Listed in Part VII

  • Roderick Washington

    CHAIR / TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • D Michael Redden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Michael L Hutton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Craig Bjerke

    TREASURER

    Total calculated
    $1,462,790
    From this org
    $0
    From related orgs
    $1,331,514
    Other
    $131,276
    Hours/week
    2 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,461 related
    Bonus
    $0 + $560,948 related
    Other
    $0 + $87,105 related
    Deferred
    $0 + $88,985 related
    Nontaxable benefits
    $0 + $42,291 related
    Filer's total
    $0 + $1,462,790 related

  • James M Johnston

    PRESIDENT

    Total calculated
    $636,258
    From this org
    $0
    From related orgs
    $571,551
    Other
    $64,707
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,106 related
    Bonus
    $0 + $178,413 related
    Other
    $0 + $50,032 related
    Deferred
    $0 + $15,456 related
    Nontaxable benefits
    $0 + $49,251 related
    Filer's total
    $0 + $636,258 related

  • Robert M Milone

    ASSISTANT TREASURER

    Total calculated
    $334,522
    From this org
    $0
    From related orgs
    $302,739
    Other
    $31,783
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,234 related
    Bonus
    $0 + $56,193 related
    Other
    $0 + $9,312 related
    Deferred
    $0 + $17,435 related
    Nontaxable benefits
    $0 + $14,348 related
    Filer's total
    $0 + $334,522 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

  • 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 3 Arrangement used to establish the top management official's compensation
COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS PAID BY METHODIST HOSPITALS OF DALLAS, WHICH USES A FORMAL REVIEW PROCESS TO REVIEW COMPENSATION OF EMPLOYEES. The formal review process includes the use of the following methods to establish compensation of the top management officials: 1) a compensation committee, 2) an independent compensation consultant, 3) a compensation survey or study, 4) approval by the board or compensation committee, and 5) contemporaneously substantiated the deliberation and decision. OFFICERS COMPENSATION IS SUBJECT TO FURTHER REVIEW BY THE BOARD OF METHODIST HOSPITALS OF DALLAS.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Any of the reportable individuals who are detailed as being paid by a related organization may have deferred amounts to or distributions from a section 457(F) non-qualified plan which are included in the applicable sections of Schedule J, Part II. To aid in retaining key employees, a 457(f) retirement allowance plan is available to officers, senior vice presidents, executive vice presidents and division presidents. Each year the plan provides credits, expressed as dollar amounts, determined by a percentage of each participant's base salary. The percentage for each participant is defined in the plan. The deferred allowance is deposited in a mutual fund account for each participant and invested in funds selected by the participant from a menu of available options. Vested benefits, with investments gains or losses, are paid to participants as regular taxable income. The plan defines provisions for distribution of benefits in the event of the participant's death or separation of employment prior to the elected vesting date. The amounts below; deferred and paid, respectively, are included in the amounts reported on schedule j, part ii, columns b(iii), (c), or (f). CRAIG BJERKE $71,022 / $78,363 JAMES JOHNSTON $0 / $26,423

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.

  • METDALSPI HOLDING LLC

    N/A · Holding Company · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METDALSPI LLC

    N/A · HOSPITAL · TX

    Directly controlled by METDALSPI HOLDING LLC

  • METHODIST DIAGNOSTIC IMAGING OF TEXAS LLC

    N/A · MEDICAL SERVICES · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METHODIST MCKINNEY HOSPITAL LLC

    N/A · HOSPITAL · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METHODIST URGENT CARE OF TEXAS LLC

    N/A · MEDICAL SERVICES · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METSL HOLDINGS LLC

    N/A · Holding Company · TX

    Directly controlled by NORTH TEXAS HEALTH FACILITIES MGMT

  • METSL LLC

    N/A · Hospital · TX

    Directly controlled by METSL HOLDINGS LLC

  • MHD-USO GENERAL LLC

    N/A · MEDICAL SERVICES · TX

    Directly controlled by NORTH TEXAS HEALTH FACILITIES MGMT

  • MHD-USO MANAGEMENT COMPANY LP

    N/A · MEDICAL SERVICES · TX

    Directly controlled by NORTH TEXAS HEALTH FACILITIES MGMT

  • MHS-CHC ILP

    N/A · REHAB HOSPITAL · TX

    Directly controlled by MHS-CHC LLC

  • MHS-CHC LLC

    N/A · Holding Company · TX

    Directly controlled by METHODIST HOSPITAL OF DALLAS

  • METHODIST MANSFIELD AMBULATORY SURGERY CENTER LLC

    N/A · AMBULATORY SERVICES · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • MetSL Property Investor LLC

    N/A · Ground Lease · TX

    Directly controlled by Methodist Hospitals of Dallas

  • Methodist Transitional Care Center - DeSoto LLC

    N/A · Skilled Nursing and Rehabilitation Center · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • MSP ASC HOLDING LLC

    N/A · Holding Company · TX

    Directly controlled by Methodist Hospitals of Dallas

  • MSP MCKINNEY HOLDINGS LLC

    N/A · HOLDING COMPANY · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

Related corporations and trusts

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

  • NORTH TEXAS HEALTH FACILITIES MANAGEMENT

    C Corporation · FACILITY AND PHYSICIAN MGMT · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

  • COLLECTECH FINANCIAL SERVICES INC

    C Corporation · BILLING AND COLLECTION · TX

    Directly controlled by NORTH TEXAS Health FACILITIES MGMT

  • RICHARDSON PHYSICIAN ALLIANCE

    C Corporation · PHYSICIAN SERVICES · TX

    Directly controlled by METHODIST HOSPITALS OF DALLAS

Provenance

Return type
form_990
Tax year
2022
Filed
12 August 2024
IRS schema version
2022v5.0
Source object
202422259349300832

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