SOUTHWESTERN HEALTH RESOURCES: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWESTERN HEALTH RESOURCES (EIN 81-1555446)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-07-08
- IRS object ID
- 201911899349300421
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-08T10:28:13-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811555446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwestern Health Resources | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GARY GOLDBERG | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2146487944 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 Harry Hines Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75390 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SERBER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6822367900 | PhoneNum |
| Signature | 2019-06-27 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.50.9.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 80738820191895000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-07-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C2F642E3B6CCB844EDB57F53A358C3A3CBD29D1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4BB53204A267E8F761A70478F3D27FBDC1517238 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Barclay Berdan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E Lamar Blvd Ste 600 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,971,340 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.Southwesternhealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,000,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,773,728 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,911,866 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,197,590 | CYProgramServiceRevenueAmt |
| PY Investment Income | $458 | PYInvestmentIncomeAmt |
| CY Investment Income | $22 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,912,324 | PYTotalRevenueAmt |
| CY Total Revenue | $8,971,340 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,495,551 | PYOtherExpensesAmt |
| CY Other Expenses | $12,159,743 | CYOtherExpensesAmt |
| PY Total Expenses | $6,495,551 | PYTotalExpensesAmt |
| CY Total Expenses | $12,159,743 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$583,227 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,188,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,805,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,421,110 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,579,218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,383,240 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$773,727 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,962,130 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CREATE A CLINICALLY INTEGRATED HEALTHCARE DELIVERY NETWORK OF PHYSICIANS, HOSPITALS AND OTHER CARE PROVIDERS, STRATEGICALLY ALIGNING CERTAIN OPERATIONS AND ACTIVITIES OF BOTH TEXAS HEALTH RESOURCES AND UT SOUTHWESTERN MEDICAL CENTER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,199,696 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,197,590 | RevenueAmt |
| Desc | - responsibility for oversight and coordination of the integrated network of related current and future entities. - Set physician and hospital network strategy and monitor its implementation - Provide general oversight of the academic affiliation - Guide managed care contracting negotiations by establishing overall contracting strategies and plans. - Coordinate workforce development, service line and quality programs between the hospital and physician network. | Desc |
| Total Program Service Expenses | $8,199,696 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY GOLDBERG | PersonNm |
| Phone | 2146482045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 HARRY HINES BLVD STE B07312 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Barclay Berdan | |||||||
| Co-Chairman/President | 3.0 | 40.0 | Yes (X) | Yes (X) | $0 | $2,297,506 | $326,466 |
| Daniel Podolsky MD | |||||||
| Co-Chairman/President | 3.0 | 40.0 | Yes (X) | Yes (X) | $0 | $1,386,554 | $36,929 |
| Jeffrey Canose MD | |||||||
| Trustee | 3.0 | 40.0 | Yes (X) | $0 | $1,483,682 | $206,035 | |
| Arnim Dontes | |||||||
| Trustee | 2.0 | 40.0 | Yes (X) | $0 | $1,102,756 | $42,355 | |
| Dwain Thiele MD | |||||||
| Trustee | 2.0 | 40.0 | Yes (X) | $0 | $461,894 | $45,149 | |
| Ronald Long | |||||||
| Trustee | 2.0 | 40.0 | Yes (X) | $0 | $1,279,487 | $188,114 | |
| John Warner MD | |||||||
| Trustee | 2.5 | 40.0 | Yes (X) | Yes (X) | $0 | $1,117,055 | $42,355 |
| Daniel Varga MD | |||||||
| Trustee | 2.5 | 40.0 | Yes (X) | $0 | $1,476,681 | $378,661 | |
| Rick McWhorter | |||||||
| Secretary | 3.5 | 40.0 | Yes (X) | $0 | $662,520 | $192,700 | |
| Michael Serber | |||||||
| Treasurer | 3.5 | 40.0 | Yes (X) | $0 | $356,297 | $40,925 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,624,432 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,499,689 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Texas Health Resources | |||||
| 612 E Lamar Blvd | ARLINGTON | TX | 76011 | Professional Service | $3,601,574 |
| UT Southwestern Medical Center | |||||
| 5323 Harry Hines Blvd | DALLAS | TX | 75390 | Professional Service | $2,550,851 |
| McKinsey Company Inc | |||||
| 2021 McKinney Ave Ste 1800 | DALLAS | TX | 75201 | Consulting Services | $3,670,000 |
| Roundarch Isobar Inc | |||||
| 300 E Randolph St Ste 4000 | CHICAGO | IL | 60601 | IT and Marketing | $1,273,091 |
| Acquia Inc | |||||
| 53 State St 10th Floor | BOSTON | MA | 02109 | IT and Marketing | $136,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $3,773,728 | RelatedOrganizationsAmt |
| Total Contributions | $3,773,728 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTING REVENUE | Desc |
| Total Revenue Column | $5,197,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,197,590 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,197,590 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22 | TotalRevenueColumnAmt |
| Exclusion | $22 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,971,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,197,590 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $22 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,220 | TotalAmt |
| Program Services | $1,230,000 | ProgramServicesAmt |
| Management And General | $89,220 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,474 | TotalAmt |
| Program Services | $39,474 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,625 | TotalAmt |
| Management And General | $114,625 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,738,731 | TotalAmt |
| Program Services | $4,999,431 | ProgramServicesAmt |
| Management And General | $3,739,300 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,889,874 | TotalAmt |
| Program Services | $1,889,874 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,597 | TotalAmt |
| Management And General | $4,597 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,981 | TotalAmt |
| Program Services | $35,981 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805 | TotalAmt |
| Program Services | $805 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546 | TotalAmt |
| Program Services | $1,546 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,714 | TotalAmt |
| Management And General | $10,714 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD AND MEALS | $3,200 | $2,428 | $772 |
| FEES AND OTHER CHARGES | $819 | $819 | |
| INCIDENTALS | $157 | $157 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,159,743 | TotalAmt |
| Program Services | $8,199,696 | ProgramServicesAmt |
| Management And General | $3,960,047 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,195 | BOYAmt |
| EOY | $90,332 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,362,219 | BOYAmt |
| EOY | $5,197,590 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,077 | BOYAmt |
| EOY | $133,188 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,805,491 | BOYAmt |
| EOY | $5,421,110 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,579,218 | BOYAmt |
| EOY | $6,548,425 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,834,815 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,579,218 | BOYAmt |
| EOY | $9,383,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$773,727 | BOYAmt |
| EOY | -$3,962,130 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$773,727 | BOYAmt |
| EOY | -$3,962,130 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,805,491 | BOYAmt |
| EOY | $5,421,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,188,403 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| TEXAS HEALTH PRESBYTERIAN DALLAS | ||||
| 751407527 | 3 | Yes (true) | $0 | $0 |
| TEXAS HEALTH PHYSICIANS GROUP | ||||
| 752613493 | 10 | Yes (true) | $0 | $0 |
| UT SOUTHWESTERN MEDICAL CENTER | ||||
| 756002868 | 6 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (true) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Section A, Line 1 supported organizations | The organization documents specifically identify Texas Health Presbyterian Hospital Dallas and the UT Southwestern Medical Center facilities, William P. Clements, Jr. University Hospital and Zale Lipshy University Hospital as supported organizations. It also supports the following other organizations as a class: 1 - other tax-exempt hospitals associated with Texas Health Resources and 2 - one or more tax-exempt physician groups that are wholly controlled by either member. |
| Part IV, Section A, Line 2 | The UT Southwestern Medical Center, including the two University Hospitals , William P Clements University Hospital and Zale Lipshy University Hospital, are component parts of the University of Texas System and are not required to obtain determination of status from the IRS as a governmental entity. |
| Part I, Line g, Columns v and vi | The support provided to the supported organizations takes the form of oversight and other services not directly performed for or charged to the supported organization. No dollar amount has been assigned to the value of these functions. |
| Part IV, Section C - Board Control | The members, Texas Health Resources and UT Southwestern Medical Center, each have the right to designate and maintain at all times, one-half of the board of trustees of the supporting organization, thus satisfying the "Controlled in conjunction with" requirement. |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Information | FormAndLineReferenceDesc |
| Explanation | Officers and/or board members of the corporation may, to an insubstantial degree, make comments or statements concerning legislation that may affect either the healthcare industry or the health status of the communities the corporation serves. In pursuing this activity, officers and/or board members may engage in conversations and/or write letters to various federal, state, and local officials regarding such matters on a personal level, and not as a representative of the organization. The amount of time and money involved in these activities is negligible. In no case has either the corporation, or any person acting on behalf of the corporation, intervened in any political campaign. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SWHR-PHSC | $803,000 |
| DUE TO SWHR-ACN | $2,031,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,834,815 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,971,340 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $8,971,340 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,971,340 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,159,743 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $12,159,743 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $12,159,743 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Barclay Berdan | ||||||||||||||
| Co-Chairman/President | $0 | $1,115,192 | $0 | $905,490 | $0 | $276,824 | $0 | $285,581 | $0 | $40,885 | $0 | $2,623,972 | $0 | $207,003 |
| Daniel Podolsky MD | ||||||||||||||
| Co-Chairman/President | $0 | $940,812 | $0 | $445,742 | $0 | $0 | $0 | $22,950 | $0 | $13,979 | $0 | $1,423,483 | $0 | $0 |
| Rick McWhorter | ||||||||||||||
| Secretary | $0 | $383,835 | $0 | $194,085 | $0 | $84,600 | $0 | $159,374 | $0 | $33,326 | $0 | $855,220 | $0 | $39,522 |
| Michael Serber | ||||||||||||||
| Treasurer | $0 | $242,239 | $0 | $113,315 | $0 | $743 | $0 | $21,520 | $0 | $19,405 | $0 | $397,222 | $0 | $0 |
| Jeffrey Canose MD | ||||||||||||||
| Trustee | $0 | $814,967 | $0 | $442,558 | $0 | $226,157 | $0 | $166,371 | $0 | $39,664 | $0 | $1,689,717 | $0 | $112,689 |
| Arnim Dontes | ||||||||||||||
| Trustee | $0 | $578,279 | $0 | $173,576 | $0 | $350,901 | $0 | $22,950 | $0 | $19,405 | $0 | $1,145,111 | $0 | $0 |
| Dwain Thiele MD | ||||||||||||||
| Trustee | $0 | $361,894 | $0 | $100,000 | $0 | $0 | $0 | $31,170 | $0 | $13,979 | $0 | $507,043 | $0 | $0 |
| Ronald Long | ||||||||||||||
| Trustee | $0 | $683,691 | $0 | $454,834 | $0 | $140,962 | $0 | $144,149 | $0 | $43,965 | $0 | $1,467,601 | $0 | $111,867 |
| John Warner MD | ||||||||||||||
| Trustee | $0 | $559,665 | $0 | $394,800 | $0 | $162,590 | $0 | $22,950 | $0 | $19,405 | $0 | $1,159,410 | $0 | $0 |
| Daniel Varga MD | ||||||||||||||
| Trustee | $0 | $694,516 | $0 | $625,890 | $0 | $156,275 | $0 | $328,227 | $0 | $50,434 | $0 | $1,855,342 | $0 | $138,461 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4B - THR NonQualified Retirement Plan | FormAndLineReferenceDesc |
| Explanation | UTSW employees do not participate in a supplemental, non-qualified retirement plan. THR does have a supplemental, non-qualified retirement plan available. Participation in the Plan is made available to a select group of management and highly compensated employees, as determined by the THR board of trustees, who are providing services in key positions of management and responsibility. 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 - 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 continuous 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. Payouts to the following employees were made during the year. The amounts below are included in the amount reported on schedule J, part II, column B(III) and column F. Barclay Berdan 207 003 Jeffrey Canose 112,689 Ronald Long 111,867 Rick McWhorter 39,522 Daniel Varga 117,388 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 - Organizations Mission | To create a clinically integrated health care delivery network of physicians, hospitals and other care providers strategically aligning activities of Texas Health Resources and UT Southwestern Medical Center. |
| Form 990, Part VI, Section A, Line 2 - Business Relationships | TEXAS HEALTH RESOURCES (THR) AND UT SOUTHWESTERN MEDICAL CENTER (UTSW) ENCOURAGE EMPLOYEES TO BECOME INVOLVED IN PHILANTHROPIC ENDEAVORS IN THEIR COMMUNITIES. AS A RESULT, THR AND UTSW EMPLOYEES WHO ARE SERVING AS OFFICERS, BOARD MEMBERS, OR KEY EMPLOYEES MAY, FROM TIME TO TIME, ALSO SERVE ON THE BOARDS OF VARIOUS COMMUNITY ORGANIZATIONS SUCH AS CHURCH BOARDS, UNITED WAY, ETC. THERE MAY BE A BUSINESS RELATIONSHIP AS A RESULT OF MULTIPLE THR AND UTSW EMPLOYEES SERVING ON THE SAME COMMUNITY BOARDS. THR AND UTSW EMPLOYEES SERVE AS THE CORPORATE OFFICERS OF EACH SUBSIDIARY ORGANIZATION. AS THR AND UTSW EMPLOYEES, ALL OFFICERS HAVE A BUSINESS RELATIONSHIP WITHIN THE ORGANIZATIONS OF THE THR AND UTSW SYSTEMS. THR ALSO APPOINTS SYSTEM OFFICERS TO THE BOARDS OF VARIOUS CONTROLLED JOINT VENTURES. AS THR SYSTEM EMPLOYEES, VARIOUS OFFICERS OF THE ORGANIZATION MAY HAVE A BUSINESS RELATIONSHIP THROUGH SERVING ON THR CONTROLLED JOINT VENTURE BOARDS. |
| Form 990, Part VI, Section A, Line 6 - Members | Southwestern Health Resources (SWHR) has two member organizations, Texas Health Resources (THR) and UT Soutwestern Medical Center, classified as a 501(c)(3) public charity and a governmental entity as a component part of the University of Texas System respectively; each of these members supports other 501(c)(3) organizations or governmental hospitals. |
| Form 990, Part VI, Section A, Line 7a - Appointment Authority | The members have the sole authority to appoint officers and trustees. Texas Health Resources has authority to appoint 50% of the officers and trustees and UT Southwestern Medical Center has authority to appoint 50% of the officers and trustees. |
| Form 990, Part VI, Section A, Line 7b - Member Reserved Rights | The members have reserved the following rights: * any fundamental change to the purposes of the corporation, * any amendment, restatement or repeal of the Certificate of Formation or the Bylaws, * any merger, consolidation, dissolution, sale or other transfer, * any admission of additional members to the Corporation or * any other matters specified as reserved, specifically decisions regarding any matter that would impact the exempt nature of the members or any other restrictions impacting the members fundamental character. UT Southwestern Medical Center (UTSW) Reserved Matters: * any activities of the Corporation that are determined by UTSW in good faith, to be inconsistent with the requirements that UTSW's participation as a member of the Corporation serves a public purpose; * any activities of the Corporation that are determined by UTSW, in good faith, to be inconsistent with the compliance requirements under Article III, Sections 49, 50 and 51 of the Texas Constitution; * any activities of the Corporation that are determined by UTSW, in good faith, to jeopardize the protections afforded to UTSW and UTSW's employees as a state agency and employees of a state agency, (i) all of UTSW's rights and protections of sovereign immunity, (ii) all the rights and protections of UTSW and UTSW's employees under Chapters 101, 104 and 108 of the Texas Civil Practices & Remedies Code, and (iii) all the rights and protections of UTSW and UTSW's employees under the Eleventh Amendment, qualified immunity, and United States v. Stevens, 559 U.S. 460 (2010). * any activities of the Corporation that are determined by UTSW, in good faith, to be inconsistent with the requirements of covenants associated with any outstanding UTSW indebtedness. Texas Health Resources (THR) Reserved Matters: *any activities of the Corporation that are determined by THR, in good faith, to be inconsistent with the compliance requirements of THR's mission or tax-exempt status; and * any activities of the Corporation that are determined by THR, in good faith, to be inconsistent with the compliance requirements of covenants associated with any outstanding THR indebtedness. |
| Form 990, Part VI, Section B, Line 11b - Form 990 Review | The Texas Health Resources (THR) tax department staff prepares the Form 990 for Southwestern Health Resources. In order to accurately prepare the return, the tax staff works closely with various other departments of both THR and UT Southwestern Medical Center (UTSW) to gather and review the information needed to complete the return. The departments involved in this process include, but are not limited to accounting, finance, treasury, human resources, payroll, legal, governance, and corporate compliance. The returns are then reviewed twice within the tax department before being given to two financial representatives of the Board, one from THR and one from UTSW. Due to the scheduling of board meetings, the Form 990 will not be provided to the entire board before it is filed with the IRS. The Form 990 will be given to two members of the Board to be disseminated among the other Board members. |
| Form 990, Part VI, Section B, Line 12C - Conflict of Interest | Southwestern Health Resources (SWHR) has adopted a conflict of interest policy. During the first quarter of each fiscal year a duality and conflict statement form is distributed to all of the officers and trustees. All disclosed conflicts are reviewed and reported to the governing body. Progressive corrective action is taken for any identified non-compliance which may include removal from a board or committee or counseling if the person fails to provide the disclosure. In addition, SWHR monitors physician payments through a public database implemented by CMS. Management plans are executed as needed based upon disclosures. SWHR also educates the board annually through either a web based or live compliance training. |
| Form 990, Part VI, Section C, Line 19 - Public Disclosure | The organization does not make its governing documents or conflict of interest policy available to the public. |
| Form 990 Part VI, Section B Lines 15 a & b - Compensation | The organization does not pay compensation to officers or board members. All compensation is paid by either Texas Health Resources or UT Southwestern Medical Center. The organization relies on Texas Health Resources and UT Soutwestern Medical Center with centralized compensation professionals to review and establish the compensation of the organization's officers. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TAX SERVICES TOTAL FEES:10296 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:GOVERNANCE SERVICES TOTAL FEES:51504 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING FEES TOTAL FEES:116579 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:ACTUARIAL SERVICES TOTAL FEES:57148 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:STRATEGIC PLANNING TOTAL FEES:3670000 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED SERVICES-STAFFING TOTAL FEES:4833204 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UT Southwestern Medical Center | ||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 756002868 | Healthcare | TX | 501(c)(3) | 6 | na | false |
| TH Presbyterian Hospital Dallas | ||||||||||
| 8200 Walnut Hill Lane | Dallas | TX | 75231 | 751047527 | Healthcare | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Physicians Group | ||||||||||
| 9229 LBJ Freeway | Dallas | TX | 75243 | 752613493 | Healthcare | TX | 501(c)(3) | 10 | TH Resources | false |
| SW Health Resources Hospital JOC | ||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 811575989 | Healthcare | TX | 501(c)(3) | 12b | TH Resources | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| SW Health Resources Extended Physician | |||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 811603324 | Healthcare | TX | na | C Corp | false |
| SWHR Specialty Programs Group | |||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 465588632 | Healthcare | TX | na | C Corp | false |
| UT Southwestern Accountable Care Network | |||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 462866906 | Medical Servi | TX | na | C Corp | false |
| SWHR ACO One Plus | |||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 821682876 | Healthcare | TX | na | C Corp | false |
| SWHR Physician Network | |||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 811596374 | Healthcare | TX | na | C Corp | false |
| SWHR Population Health Services Co | |||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 811603546 | Healthcare | TX | na | C Corp | false |
| SWHR Clinically Integrated Network | |||||||||
| 612 E Lamar Blvd Ste 600 | Arlington | TX | 76011 | 832453315 | Healthcare | TX | na | C Corp | false |
| North Texas Primary Care Associates | |||||||||
| 1701 River Run | Fort Worth | TX | 76107 | 460535746 | Healthcare | TX | na | C-Corp | false |
| Care N Care Insurance Company Inc | |||||||||
| 1701 River Run Rd | Fort Worth | TX | 76107 | 262608628 | Insurance | TX | na | C-Corp | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 2 - Related Transactions | FormAndLineReferenceDesc |
| Explanation | Southwestern Health Resources (SWHR) and its member organizations, Texas Health Resources (THR) and UT Southwestern Medical Center (UTSW) are part of a healthcare system which involves parent/subsidiary relationships, brother sister relationships and support organization relationships involving exempt entities, joint ventures and taxable corporations. As an integral part of providing management services to the affiliates, SWHR as well as THR and UTSW maintain intercompany receivable/payable accounts for their related entities. The range of management services provided by these entities include workforce support, payor relations, contracting, strategic marketing, analytics, financial, governance and tax compliance services. As a result, SWHR as well as THR and UTSW have numerous daily transactions with related tax exempt entities, none of which fall within the scope of IRC Section 512(b)(13). Transactions with related tax exempt organizations falling within the meaning of centralized services as described above, are not listed on Schedule R, Part V, Line 2. | ExplanationTxt |