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← TEXAS HEALTH HARRIS METHODIST HOSPITAL HURST-EULESS-BEDFORD

Form 990 for tax year 2023

Filed by TEXAS HEALTH HARRIS METHODIST HOSPITAL HURST-EULESS-BEDFORD.

Totals

Total revenue
$338,558,107
Total expenses
$310,630,803
Contributions and grants received
$417,810
Grants paid
$213,095
Program services expenses (Part IX)
$252,259,961
Management and general expenses
$58,370,842
Fundraising expenses
$0
Program service expenses (Part III)
$252,259,961

Program services were 81.2% 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

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $680,985
    From this org
    $0
    From related orgs
    $515,108
    Other
    $165,877
    Hours/week
    0.5 + 39.5 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

    Former Officer

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

    Schedule J breakdown matched by us

    Base
    $0 + $327,600 related
    Bonus
    $0 + $116,152 related
    Other
    $0 + $72,270 related
    Deferred
    $0 + $77,674 related
    Nontaxable benefits
    $0 + $53,226 related
    Filer's total
    $0 + $646,922 related

  • SheltonJared Christopher

    President THHEB

    Total calculated
    $587,502
    From this org
    $467,271
    From related orgs
    $0
    Other
    $120,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,961
    Bonus
    $105,005
    Other
    $46,305
    Deferred
    $71,481
    Nontaxable benefits
    $48,750
    Filer's total
    $587,502

  • LloydScott D

    Chief Qual & Med Officer THHEB

    Total calculated
    $585,370
    From this org
    $475,340
    From related orgs
    $0
    Other
    $110,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,633
    Bonus
    $92,833
    Other
    $57,874
    Deferred
    $57,231
    Nontaxable benefits
    $52,799
    Filer's total
    $585,370

  • SchroederJennifer Ann

    Former Officer

    Total calculated
    $509,274
    From this org
    $0
    From related orgs
    $424,355
    Other
    $84,919
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,468 related
    Bonus
    $0 + $50,226 related
    Other
    $0 + $41,661 related
    Deferred
    $0 + $55,618 related
    Nontaxable benefits
    $0 + $29,301 related
    Filer's total
    $0 + $509,274 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $424,847
    From this org
    $0
    From related orgs
    $353,188
    Other
    $71,659
    Hours/week
    0.5 + 39.5 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

  • BalluckJulie Patrice

    Chief Nursing Officer THHEB

    Total calculated
    $424,292
    From this org
    $350,391
    From related orgs
    $0
    Other
    $73,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,912
    Bonus
    $60,219
    Other
    $36,260
    Deferred
    $37,986
    Nontaxable benefits
    $35,915
    Filer's total
    $424,292

  • GoertzRichard B

    VP Prof & Sprt Svcs Offr THHEB

    Total calculated
    $327,362
    From this org
    $266,641
    From related orgs
    $0
    Other
    $60,721
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,656
    Bonus
    $31,646
    Other
    $50,339
    Deferred
    $10,257
    Nontaxable benefits
    $50,464
    Filer's total
    $327,362

  • JamesJaime L

    Entity Finan Officer THHEB

    Total calculated
    $313,014
    From this org
    $279,565
    From related orgs
    $0
    Other
    $33,449
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,644
    Bonus
    $33,528
    Other
    $28,393
    Deferred
    $5,942
    Nontaxable benefits
    $27,507
    Filer's total
    $313,014

  • ReganBernadette K

    SUPV NRSG

    Total calculated
    $256,191
    From this org
    $208,439
    From related orgs
    $0
    Other
    $47,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,361
    Bonus
    $4,309
    Other
    $4,769
    Deferred
    $9,277
    Nontaxable benefits
    $38,475
    Filer's total
    $256,191

  • AngeleyMissy J

    ASSOC CNO THHEB

    Total calculated
    $254,073
    From this org
    $199,808
    From related orgs
    $0
    Other
    $54,265
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,509
    Bonus
    $6,962
    Other
    $8,337
    Deferred
    $15,135
    Nontaxable benefits
    $39,130
    Filer's total
    $254,073

  • KrogmanLori A

    DIR NRSG MED SURG

    Total calculated
    $250,243
    From this org
    $205,820
    From related orgs
    $0
    Other
    $44,423
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,349
    Bonus
    $7,699
    Other
    $6,772
    Deferred
    $15,206
    Nontaxable benefits
    $29,217
    Filer's total
    $250,243

  • DeanDebra Andrea

    SUPV NRSG

    Total calculated
    $248,026
    From this org
    $202,635
    From related orgs
    $0
    Other
    $45,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,452
    Bonus
    $3,894
    Other
    $5,289
    Deferred
    $13,119
    Nontaxable benefits
    $32,272
    Filer's total
    $248,026

  • NededogChristopher L

    PHARMACIST CLIN

    Total calculated
    $233,381
    From this org
    $200,604
    From related orgs
    $0
    Other
    $32,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,505
    Bonus
    $1,000
    Other
    $7,099
    Deferred
    $10,559
    Nontaxable benefits
    $22,218
    Filer's total
    $233,381

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $76,638
    From this org
    $0
    From related orgs
    $76,638
    Other
    $0
    Hours/week
    0.03 + 1.4 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 which is included in the taxable compensation of the employee. This allowance covers costs such as business use of their personal vehicles in lieu of reimbursement for auto mileage. It also allows access to certain executive benefits including individual Long Term Disability, Long Term Care, and Individual Life insurance.
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). Balluck,Julie Patrice 22,558 Berdan,Barclay E. 731,476 Hay,Fraser Scott 48,699 Jackson,David W. 53,142 Kramer,Kenneth J. 174,260 Lloyd,Scott D. 36,753 McWhorter,Ricky E. 197,608 Shelton,Jared Christopher 47,056

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
202413179349300126

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