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Nonprofiteer
← TEXAS HEALTH RECOVERY AND WELLNESS CENTER

Form 990 for tax year 2022

Filed by TEXAS HEALTH RECOVERY AND WELLNESS CENTER.

Totals

Total revenue
$3,857,737
Total expenses
$9,857,901
Contributions and grants received
$103,419
Grants paid
$5,000
Program services expenses (Part IX)
$6,222,980
Management and general expenses
$3,634,921
Fundraising expenses
$0
Program service expenses (Part III)
$6,222,980

Program services were 63.1% 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
    0.32 + 49.68 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

  • 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

  • SchroederJennifer Ann

    Former Officer

    Total calculated
    $508,432
    From this org
    $0
    From related orgs
    $458,331
    Other
    $50,101
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,296 related
    Bonus
    $0 + $105,999 related
    Other
    $0 + $57,036 related
    Deferred
    $0 + $20,451 related
    Nontaxable benefits
    $0 + $29,650 related
    Filer's total
    $0 + $508,432 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

  • YatesJoseph Jeremy

    Former Officer

    Total calculated
    $239,618
    From this org
    $0
    From related orgs
    $190,202
    Other
    $49,416
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,763 related
    Bonus
    $0 + $18,956 related
    Other
    $0 + $8,483 related
    Deferred
    $0 + $9,994 related
    Nontaxable benefits
    $0 + $39,422 related
    Filer's total
    $0 + $239,618 related

  • StephensShirley Denise

    SUPV NRSG

    Total calculated
    $173,812
    From this org
    $135,909
    From related orgs
    $0
    Other
    $37,903
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,184
    Bonus
    $1,500
    Other
    $225
    Deferred
    $10,064
    Nontaxable benefits
    $27,839
    Filer's total
    $173,812

  • OduguwaNellius Wanjiru

    RN II

    Total calculated
    $163,163
    From this org
    $111,627
    From related orgs
    $0
    Other
    $51,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,651
    Bonus
    $1,500
    Other
    $476
    Deferred
    $8,817
    Nontaxable benefits
    $42,719
    Filer's total
    $163,163

  • BreazealeCinda Renee

    ADMN BH HEALTH/WELLNESS CTR

    Total calculated
    $161,536
    From this org
    $120,826
    From related orgs
    $0
    Other
    $40,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,616
    Bonus
    $15,210
    Other
    $0
    Deferred
    $5,124
    Nontaxable benefits
    $35,586
    Filer's total
    $161,536

  • OyewoleDaniel Oyewusi

    SUPV ADMV

    Total calculated
    $151,881
    From this org
    $116,400
    From related orgs
    $0
    Other
    $35,481
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,049
    Bonus
    $1,500
    Other
    $11,851
    Deferred
    $5,356
    Nontaxable benefits
    $30,125
    Filer's total
    $151,881

  • AkhigbeBrenda Chidiebere

    RN II

    Total calculated
    $151,147
    From this org
    $106,478
    From related orgs
    $0
    Other
    $44,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,708
    Bonus
    $2,000
    Other
    $770
    Deferred
    $4,988
    Nontaxable benefits
    $39,681
    Filer's total
    $151,147

  • AbegundeAbraham

    RN II

    Total calculated
    $149,127
    From this org
    $104,141
    From related orgs
    $0
    Other
    $44,986
    Hours/week
    40

  • Chhutani MD Sheila

    Trustee

    Total calculated
    $97,456
    From this org
    $0
    From related orgs
    $97,456
    Other
    $0
    Hours/week
    0.02 + 8.4 related

  • Stripling MD Dennis

    Immediate past chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Vigness MD Richard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Wilder Jr Charles

    Chair

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Rhodes Philip

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Bernstein Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Guyton Michael

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Haggar III Joseph

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Hunt Hunter

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Montgomery Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Nunez MD Ignacio

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Reeves Kenneth

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Washington Bernice

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 related

  • Weeks DNP Susan

    Trustee

    Total calculated
    $0
    Hours/week
    0.02 + 1.41 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
Texas Health Resources (THR) used the following methods to establish the compensation of the organization's CEO, officers, and key employees. * The Governance committee (which includes independent persons) performs reviews and makes recommendations to the THR Board for the CEO compensation and for the overall payment philosophy for the remaining officers. * Governance Committee approves the elements of officer compensation and committee approval is obtained for officer compensation payments outside the approved parameters. * Independent consultants may be hired. * Compensation surveys or studies are utilized. * Approval by the Board or Governance committee is obtained. The board of THR hires an independent third-party compensation consultant to review base pay of the CEO annually. Every 3 years, the independent third-party compensation consultant is hired to review all aspects of executive compensation, which includes a review and confirmation of the executive compensation philosophy. Each year the Governance committee of the THR board of trustees reviews a detailed report analyzing CEO, CEO direct reports, and other senior level officers' compensation packages.
Sch 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 Jackson,David W. 11,705 Kramer,Kenneth J. 46,912 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202333129349301748

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