TEXAS HEALTH RESOURCES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS HEALTH RESOURCES (EIN 75-2702388)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201423169349303212
- Schema version
- 2013v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T12:31:33-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752702388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Health Resources | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID JACKSON | InCareOfNm |
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 6822367900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E Lamar Blvd | AddressLine1 |
| Address Line2 | Suite 600 | AddressLine2 |
| City | Arlington | City |
| State | TX | State |
| ZIP Code | 76011 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rick McWhorter | PersonNm |
| Person Title | Asst Secretary | PersonTitleTxt |
| Signature | 2014-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Barclay Berdan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E Lamar Blvd | AddressLine1 |
| City | Arlington | City |
| State | TX | State |
| ZIP Code | 76011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,638,417,874 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | texashealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Through its affiliates, THR operates an integrated healthcare system with services and facilities throughout north central texas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 3079 | TotalEmployeeCnt |
| Total Gross UBI | $483,328 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,262,265 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,796,542 | PYContributionsGrantsAmt |
| CY Contributions Grants | $329,765 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $434,611,242 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $503,688,986 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84,338,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $210,272,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,139,197 | PYOtherRevenueAmt |
| CY Other Revenue | $4,037,672 | CYOtherRevenueAmt |
| PY Total Revenue | $524,885,516 | PYTotalRevenueAmt |
| CY Total Revenue | $718,328,789 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $587,640 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $519,625 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $216,755,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $223,442,988 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $224,176,711 | PYOtherExpensesAmt |
| CY Other Expenses | $208,644,688 | CYOtherExpensesAmt |
| PY Total Expenses | $441,520,098 | PYTotalExpensesAmt |
| CY Total Expenses | $432,607,301 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $83,365,418 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $285,721,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,011,378,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,778,224,317 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,880,540,341 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,972,008,605 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $130,838,497 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $806,215,712 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH ITS AFFILIATES, THR OPERATES AN INTEGRATED HEALTHCARE SYSTEM WITH SERVICES AND FACILITIES THROUGHOUT NORTH CENTRAL TEXAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $432,607,301 | ExpenseAmt |
| Grant | $519,625 | GrantAmt |
| Revenue | $505,672,165 | RevenueAmt |
| Desc | Founded in 1997, Texas Health Resources (THR) provides direction and oversight to its wholly-controlled affiliates. The range of centralized services provided by THR include information services, managed care contracting, human resources ,revenue cycle, legal, tax, compliance, supply chain, qualifying business development, insurance, treasury, marketing, general accounting, and strategic planning. THR also operates professional office buildings leased primarily to physicians who are members of the medical staff of THR affiliated hospitals. THR also operates, manages and coordinates physician services through Texas Health Physicians Group (THPG), a wholly owned affiliate of THR. THPG is a network of primary and specialty care physician practices providing the north Texas area community access to qualify health care delivered either through an office setting or through a hospital program. | Desc |
| Total Program Service Expenses | $432,607,301 | 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 | Yes (true) | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 505 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3079 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID JACKSON | PersonNm |
| Phone | 6822367900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E LAMAR BLVD | AddressLine1 |
| City | Arlington | City |
| State | TX | State |
| ZIP Code | 76011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Bass Anne T | ||||||||||
| Chair | 3.0 | Yes (X) | $0 | $0 | ||||||
| Beavers Jay L DMin | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Bloemendal Lee C MD FACS | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Ferguson III John R | ||||||||||
| Vice Chair | 3.0 | Yes (X) | $940 | $0 | ||||||
| Greene Richard E | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Haggar III Joseph M | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Hardesty Glenn David DO | ||||||||||
| Trustee | 3.0 | Yes (X) | $73,350 | $0 | ||||||
| Hunt Hunter L | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Jarvis Feliz | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| McDermott Grace | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Roberts Leonard H | ||||||||||
| Immediate Past Chair | 3.0 | Yes (X) | $0 | $0 | ||||||
| Stripling W Dennis MD | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Tatum Stephen L | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Turner Wesley R | ||||||||||
| Trustee | 3.0 | Yes (X) | $628 | $0 | ||||||
| Vigness Richard M MD | ||||||||||
| Trustee | 3.0 | Yes (X) | $32,053 | $0 | ||||||
| Wilder Jr Charles John | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| Wynne James Y | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | ||||||
| HawthorneDouglas D | ||||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | $2,182,751 | $34,688 | Yes (X) | ||||||
| BerdanBarclay E | ||||||||||
| EVP SR & COO THR | 40.0 | $1,218,462 | $41,097 | Yes (X) | ||||||
| LongRonald R | ||||||||||
| EVP RSRC DEVL & DEPLOY & CFO | 40.0 | $1,024,492 | $39,676 | Yes (X) | ||||||
| AmparanOscar L | ||||||||||
| EVP ZONE OPERATIONS LEADER | 40.0 | $975,172 | $34,564 | Yes (X) | ||||||
| SchollJonathan Wade | ||||||||||
| EVP CHIEF STRATEGY OFFICER | 40.0 | $814,228 | $109,423 | Yes (X) | ||||||
| CanoseJeffrey L | ||||||||||
| EVP ZONE OPERATIONS LEADER | 40.0 | $812,233 | $31,791 | Yes (X) | ||||||
| BellBonnie L | ||||||||||
| EVP PEOPLE & CULTURE | 40.0 | $727,839 | $40,079 | Yes (X) | ||||||
| BoesCharles | ||||||||||
| Secretary/EVP | 40.0 | $705,227 | $34,086 | Yes (X) | ||||||
| BerenzweigHarold K | ||||||||||
| EVP ZONE CLINICAL LEADER | 40.0 | $676,759 | $36,657 | Yes (X) | ||||||
| LesterMark C | ||||||||||
| EVP ZONE CLINICAL LEADER | 40.0 | $332,679 | $46,914 | Yes (X) | 40.0 | $332,679 | ||||
| VargaDaniel W | ||||||||||
| EVP SR & CHIEF CLINICAL OFFICE | 40.0 | $656,770 | $59,248 | Yes (X) | ||||||
| RansomElizabeth | ||||||||||
| EVP ZONE CLINICAL LEADER | 40.0 | $646,002 | $53,311 | Yes (X) | ||||||
| McClungBrett S | ||||||||||
| EVP ZONE OPERATIONS LEADER | 40.0 | $261,037 | $142,690 | Yes (X) | 40.0 | $360,480 | ||||
| McWhorterRicky E | ||||||||||
| Asst Secretary/SVP FINANCE | 40.0 | $417,738 | $64,613 | Yes (X) | ||||||
| HansonStephen C | ||||||||||
| EVP ZONE OPERATIONS LEADER | 40.0 | $470,232 | $21,418 | Yes (X) | ||||||
| NguyenTricia H | ||||||||||
| EVP Popltn Hlth Mgmt/Pres Inst | 40.0 | $340,956 | $8,625 | Yes (X) | ||||||
| KramerKenneth J | ||||||||||
| SVP ASSOC GEN COUNSEL | 40.0 | $429,376 | $110,745 | Yes (X) | ||||||
| MarxEdward | ||||||||||
| SVP CHIEF INFO OFFICER | 40.0 | $640,040 | $41,699 | Yes (X) | ||||||
| MimsKrystal | ||||||||||
| SVP CARE CONTINUUM & COLLABORA | 40.0 | $639,117 | $121,896 | Yes (X) | ||||||
| VelascoFerdinand T | ||||||||||
| SVP & CHIEF HLTH INFO OFFICER | 40.0 | $595,432 | $137,820 | Yes (X) | ||||||
| GaidaJohn B | ||||||||||
| SVP SUPPLY CHAIN MGMT | 40.0 | $537,461 | $37,805 | Yes (X) | ||||||
| Shinkus ClarkJoan Frances | ||||||||||
| SVP CHIEF NURSING EXECUTIVE | 40.0 | $537,286 | $25,753 | Yes (X) | ||||||
| RoperJack R | ||||||||||
| SVP FINANCE | 40.0 | $481,578 | $34,450 | Yes (X) | ||||||
| PearsonGeorge | ||||||||||
| SVP MED STF AFFRS PHYS RLTNS | 40.0 | $472,316 | $35,658 | Yes (X) | ||||||
| JohnstonPatricia B | ||||||||||
| VP INFORMATION SVCS THR | 40.0 | $456,742 | $32,857 | Yes (X) | ||||||
| TesmerDavid J | ||||||||||
| SVP COMMUN ENGAG & ADVOCACY | 40.0 | $453,695 | $38,580 | Yes (X) | ||||||
| KirbyMichelle Riddle | ||||||||||
| SVP CHIEF HR OFFICER | 40.0 | $448,202 | $33,757 | Yes (X) | ||||||
| AndersonSusan Elaine | ||||||||||
| SVP & CHIEF COMPLIANCE OFFICER | 40.0 | $448,027 | $19,590 | Yes (X) | ||||||
| SaldanaLuis Eduardo | ||||||||||
| CMIO | 40.0 | $433,793 | $36,995 | Yes (X) | ||||||
| HolmesKevin B | ||||||||||
| SVP REAL ESTATE DEVL & DEPLOY | 40.0 | $414,316 | $45,483 | Yes (X) | ||||||
| JonesRobert Douglas | ||||||||||
| SVP TREASURER/CHIEF INVEST OFF | 40.0 | $410,209 | $38,950 | Yes (X) | ||||||
| SchornickAmy C | ||||||||||
| VP PAYOR RLTNS & CONTRACTING | 40.0 | $370,150 | $64,778 | Yes (X) | ||||||
| MitchellJohn D | ||||||||||
| SVP BUSINESS DEVELOPMENT | 40.0 | $357,397 | $40,338 | Yes (X) | ||||||
| GerbigLinda Mary | ||||||||||
| SVP PERF IMPROV & QUAL OUTCOME | 40.0 | $355,036 | $42,108 | Yes (X) | ||||||
| HarveyGayla Dawn | ||||||||||
| SVP FINAN / CHIEF REV OFFICER | 40.0 | $329,956 | $13,263 | Yes (X) | ||||||
| BeckJesse St John | ||||||||||
| VP STRATEGIC MARKETING | 40.0 | $313,719 | $20,128 | Yes (X) | ||||||
| SullivanJon M | ||||||||||
| VP REAL ESTATE OPS | 40.0 | $308,900 | $44,905 | Yes (X) | ||||||
| Menke-FleischerSusan Richelle | ||||||||||
| CNSLT FINAN/REVENUE CYCLE PRN | 40.0 | $307,493 | Yes (X) | |||||||
| SpearsPaula Jean | ||||||||||
| VP PROF PRAC RSRCH & MAGNET | 40.0 | $292,111 | $21,105 | Yes (X) | ||||||
| LogsdonJames D | ||||||||||
| VP REVENUE CYCLE OPERATIONS | 40.0 | $289,677 | $93,901 | Yes (X) | ||||||
| JacksonDavid W | ||||||||||
| VP CORPORATE CONTROLLER | 40.0 | $289,264 | $24,336 | Yes (X) | ||||||
| AuzenneDana S | ||||||||||
| VP REVENUE PLANNING & ANALYSIS | 40.0 | $287,581 | $59,341 | Yes (X) | ||||||
| BerrettBritt R | ||||||||||
| Former EVP | $0 | $304,488 | 40.0 | $827,484 | Yes (X) | |||||
| StoltzMichael L | ||||||||||
| Former PRESIDENT THOP | $0 | $25,006 | 40.0 | $578,568 | Yes (X) | |||||
| PetersonLisa Kaye | ||||||||||
| Former VP FINANCE THOP | $0 | $38,859 | 40.0 | $445,640 | Yes (X) | |||||
| ZiesmannThomas | ||||||||||
| Former SVP OPERATIONS THOP | $0 | $21,055 | 40.0 | $344,835 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $23,268,422 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,889,686 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,404,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 321 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| One Southwest Media Group Inc | |||||
| 2100 Ross Ave | DALLAS | TX | 75201 | Advertising | $9,174,750 |
| EPIC Systems Corporation | |||||
| 1979 Milky Way | VERONA | WI | 53593 | Training & Consult | $4,950,219 |
| Commerce House | |||||
| 110 Leslie Street 200 | DALLAS | TX | 75207 | Advertising | $4,862,149 |
| Healthways Inc | |||||
| 701 Cool Spring Blvd | FRANKLIN | TX | 37067 | Consulting | $4,510,494 |
| Stewart Organization | |||||
| 2300 Gateway Drive | IRVING | TX | 75063 | Copying Services | $3,929,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 202 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $329,765 | RelatedOrganizationsAmt |
| Total Contributions | $329,765 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEE | 541610 | $379,269,106 | $379,058,374 | $210,732 |
| JV ACTIVITY | 541900 | $66,611,651 | $67,621,263 | -$1,009,612 |
| RENTAL FEE | $57,645,874 | $57,645,874 | ||
| EDUCATION REVENUE | $162,355 | $162,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $503,688,986 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,812,915 | TotalRevenueColumnAmt |
| Exclusion | $48,812,915 | 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 | $74,574 | TotalRevenueColumnAmt |
| Exclusion | $74,573 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,382,564 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $80,726 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,301,838 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,301,838 | TotalRevenueColumnAmt |
| Exclusion | $1,301,838 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,081,461,651 | SecuritiesAmt |
| Other | $6,159 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,919,857,008 | SecuritiesAmt |
| Other | $151,351 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $161,604,643 | SecuritiesAmt |
| Other | -$145,192 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,459,451 | TotalRevenueColumnAmt |
| Exclusion | $161,459,451 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TELECOMMUNICATIONS | 519100 | $1,438,425 | $156,217 | $1,282,208 |
| REBATE | $649,824 | $649,824 | ||
| VIDEO | $300,537 | $300,537 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $272,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,721 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $194,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,661,260 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $718,328,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $505,672,165 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $483,328 | UnrelatedBusinessRevenueAmt |
| Exclusion | $211,843,530 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,625 | TotalAmt |
| Program Services | $519,625 | ProgramServicesAmt |
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 | $23,421,730 | TotalAmt |
| Program Services | $23,421,730 | ProgramServicesAmt |
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 | $162,319,463 | TotalAmt |
| Program Services | $162,319,463 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,704,055 | TotalAmt |
| Program Services | $7,704,055 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,659,823 | TotalAmt |
| Program Services | $17,659,823 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,337,917 | TotalAmt |
| Program Services | $12,337,917 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,501,541 | TotalAmt |
| Program Services | $5,501,541 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,554,010 | TotalAmt |
| Program Services | $1,554,010 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,097,166 | TotalAmt |
| Program Services | $2,097,166 | ProgramServicesAmt |
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 | $8,307,947 | TotalAmt |
| Program Services | $8,307,947 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,294,800 | TotalAmt |
| Program Services | $36,294,800 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,116,169 | TotalAmt |
| Program Services | $13,116,169 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,383,928 | TotalAmt |
| Program Services | $11,383,928 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,972,000 | TotalAmt |
| Program Services | $46,972,000 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,215,266 | TotalAmt |
| Program Services | $27,215,266 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,662,488 | TotalAmt |
| Program Services | $1,662,488 | 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 | $2,115,077 | TotalAmt |
| Program Services | $2,115,077 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,842,557 | TotalAmt |
| Program Services | $4,842,557 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,425,959 | TotalAmt |
| Program Services | $38,425,959 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,960 | TotalAmt |
| Program Services | $322,960 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| RELEASED TAX ACCRUAL | -$7,305,359 | -$7,305,359 |
| REPAIRS & MAINTENANCE | $5,260,330 | $5,260,330 |
| MISC EXPENSES | $2,626,810 | $2,626,810 |
| LICENSE/DUES | $2,586,580 | $2,586,580 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,664,459 | TotalAmt |
| Program Services | $5,664,459 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,607,301 | TotalAmt |
| Program Services | $432,607,301 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,847,284 | BOYAmt |
| EOY | $19,169,864 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,515,002 | BOYAmt |
| EOY | $254,832,140 | 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 | $18,031,017 | BOYAmt |
| EOY | $42,078,408 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,785,383 | BOYAmt |
| EOY | $7,801,425 | 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 | $13,006,350 | BOYAmt |
| EOY | $6,912,711 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,285 | BOYAmt |
| EOY | $4,466,627 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,015,016 | BOYAmt |
| EOY | $37,401,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $819,611,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $396,334,905 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,827,006 | BOYAmt |
| EOY | $423,276,701 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,996,776,826 | BOYAmt |
| EOY | $2,695,860,111 | 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 | $142,354,058 | BOYAmt |
| EOY | $139,660,365 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,066,146 | BOYAmt |
| EOY | $67,760,549 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,791,033 | BOYAmt |
| EOY | $79,003,579 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,011,378,838 | BOYAmt |
| EOY | $3,778,224,317 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,000,966 | BOYAmt |
| EOY | $191,199,275 | 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 | $1,163,090,396 | BOYAmt |
| EOY | $1,297,496,174 | 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 | $107,491,851 | BOYAmt |
| EOY | $185,893,558 | 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 | $1,434,957,128 | BOYAmt |
| EOY | $1,297,419,598 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,880,540,341 | BOYAmt |
| EOY | $2,972,008,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,838,497 | BOYAmt |
| EOY | $806,215,712 | 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 | $130,838,497 | BOYAmt |
| EOY | $806,215,712 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,011,378,838 | BOYAmt |
| EOY | $3,778,224,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $285,721,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $201,228,124 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $188,427,603 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (18 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| TEXAS HEALTH ARLINGTON | |||||
| 750972805 | 03 | Yes (true) | Yes (true) | Yes (true) | $23,541,142 |
| TEXAS HEALTH HARRIS METHODIST FOUNDATION | |||||
| 752401033 | 04 | Yes (true) | Yes (true) | Yes (true) | $398,129 |
| TEXAS HEALTH ALLIANCE | |||||
| 451502252 | 03 | Yes (true) | Yes (true) | Yes (true) | $5,983,841 |
| TEXAS HEALTH AZLE | |||||
| 751748586 | 03 | Yes (true) | Yes (true) | Yes (true) | $3,173,631 |
| TEXAS HEALTH CLEBURNE | |||||
| 751977850 | 03 | Yes (true) | Yes (true) | Yes (true) | $6,933,875 |
| TEXAS HEALTH FORT WORTH | |||||
| 756001743 | 03 | Yes (true) | Yes (true) | Yes (true) | $76,789,138 |
| TEXAS HEALTH HEB | |||||
| 751438726 | 03 | Yes (true) | Yes (true) | Yes (true) | $26,360,695 |
| TEXAS HEALTH SOUTHWEST | |||||
| 752678857 | 03 | Yes (true) | Yes (true) | Yes (true) | $21,665,866 |
| TEXA HEALTH STEPHENVILLE | |||||
| 751752253 | 03 | Yes (true) | Yes (true) | Yes (true) | $4,518,913 |
| TEXAS HEALTH PHYSICIANS GROUPS | |||||
| 752613493 | 04 | Yes (true) | Yes (true) | Yes (true) | $55,181,785 |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||
| 752022128 | 04 | Yes (true) | Yes (true) | Yes (true) | $3,785,560 |
| TEXAS HEALTH ALLEN | |||||
| 752890358 | 03 | Yes (true) | Yes (true) | Yes (true) | $8,356,027 |
| TEXAS HEALTH DALLAS | |||||
| 751047527 | 03 | Yes (true) | Yes (true) | Yes (true) | $67,674,015 |
| TEXAS HEALTH DENTON | |||||
| 432008974 | 03 | Yes (true) | Yes (true) | Yes (true) | $17,713,171 |
| TEXAS HEALTH KAUFMAN | |||||
| 752771437 | 03 | Yes (true) | Yes (true) | Yes (true) | $4,037,181 |
| TEXAS HEALTH PLANO | |||||
| 752770738 | 03 | Yes (true) | Yes (true) | Yes (true) | $40,074,777 |
| TEXAS HEALTH RESEARCH & EDUCATION INSTITUTE | |||||
| 752562191 | 04 | Yes (true) | Yes (true) | Yes (true) | $365,589 |
| TEXAS HEALTH SPECIALTY HOSPITAL | |||||
| 751648589 | 03 | Yes (true) | Yes (true) | Yes (true) | $1,018,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 18 | SupportedOrganizationsTotalCnt |
| Support Sum | $367,571,579 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 |
| Mailings Members | $5,047 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $114,668 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,122,542 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,242,257 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B | FormAndLineReferenceDesc |
| Explanation | Texas Health Resources (THR) is the parent organization for a healthcare system consisting of hospitals and other related healthcare organizations. The amount of expenses paid, or incurred in connection with lobbying activities reported on this return represent the expenses incurred on behalf of THR and all its affiliates. Total expenses for the system were $3,526,968,111 for the year ended December 31,2013. Of this amount $1,242,257(.0352%) is used in connection with lobbying activities. Officers and/or Board members of THR 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 that THR 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. A portion of the dues paid to the American Hospital Association and Texas Hospital Association are used by these organizations to support lobbying activites. The amount of time and money involved in the activities described above is negligible. In no case has either THR, or any person acting on behalf of THR, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,636,941 | OtherCostOrOtherBasisAmt |
| Book Value | $58,636,941 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,739,081 | OtherCostOrOtherBasisAmt |
| Depreciation | $141,821,004 | DepreciationAmt |
| Book Value | $73,918,077 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,584,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,489,344 | DepreciationAmt |
| Book Value | $124,094,834 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $346,156,767 | OtherCostOrOtherBasisAmt |
| Depreciation | $207,024,557 | DepreciationAmt |
| Book Value | $139,132,209 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,494,640 | OtherCostOrOtherBasisAmt |
| Book Value | $27,494,640 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $423,276,701 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSIT | $32,610 |
| TRUSTEE FUNDS-SUPP RETIREMENT | $2,860,540 |
| TRUSTEE FUNDS-CAA | $487,991 |
| POST RETIREMENT BENEFITS | $5,568,016 |
| UNAMORTIZED RENT | $2,799,303 |
| OTHER LIABILITIES | $10,791,899 |
| ASSET RETIREMENT OBLIGATION | $1,434,765 |
| MALPRACTICE TRUST RESERVE | $31,245,040 |
| INTERCOMPANY PAYABLE | $1,206,318,317 |
| FMW SWAP AGREEMENT | $5,949,843 |
| MINORITY INTEREST | $29,931,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,297,419,598 | TotalLiabilityAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| Most Hospitals Policy | Yes (X) | MostHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 0 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,549,775 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,299,767 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,250,009 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01070 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,323,486 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,030,509 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,292,977 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03940 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $392,325 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $219,635 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $172,691 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,265,586 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $7,549,911 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,715,677 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05090 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,036,764 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,036,764 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00970 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $72,225 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $72,225 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $828,528 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $828,528 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00390 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $795,275 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $795,275 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00380 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,732,792 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,732,792 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01770 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $21,998,378 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $7,549,911 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $14,448,469 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06860 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $87,216 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $87,216 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $343,942 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $343,942 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $431,158 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $431,158 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00200 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $28,838,664 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $42,240,880 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $49,111,296 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$6,870,416 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | Yes (X) | CostAccountingSystemInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (13 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| Flower Mound Hosp | ||
| Hospital | 0.55080 | 0.44920 |
| Greenville Surg Ctr | ||
| Ambulatory Surgery Center | 0.80300 | 0.19700 |
| Physician Med Ctr | ||
| Hospital | 0.06040 | 0.46730 |
| Rockwall Regional | ||
| Hospital | 0.59320 | 0.40680 |
| Southlake Specialty | ||
| Hospital | 0.06080 | 0.46200 |
| Surg Caregivers FW | ||
| Ambulatory Surgery Center | 0.51000 | 0.49000 |
| TH Flower Mound | ||
| Orthopedic Surgery Center | 0.51000 | 0.49000 |
| THR-STT Rockwall ASC | ||
| Ambulatory Surgery Center | 0.51000 | 0.49000 |
| THR-STT Southlake | ||
| Ambulatory Surgery Center | 0.51000 | 0.49000 |
| USMD Arlington | ||
| Hospital | 0.51000 | 0.49000 |
| USMD Fort Worth | ||
| Hospital | 0.50970 | 0.49030 |
| Denton Surgery Ctr | ||
| Ambulatory Surgery Center | 0.71460 | 0.20170 |
| TH Craig Ranch | ||
| Ambulatory Surgery Center | 0.66000 | 0.24000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 7 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (7 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd |
|---|---|---|---|---|---|---|---|---|---|
| Rockwall Regional Hospital | |||||||||
| 1 | 3150 Horizon Rd | Rockwall | TX | 75032 | www.texashealthrockwall.com | 008599 | Yes (X) | Yes (X) | Yes (X) |
| Physicians Medical Center LLC | |||||||||
| 2 | 6020 Parker Rd | Plano | TX | 75093 | www.thcds.com | 008153 | Yes (X) | Yes (X) | Yes (X) |
| Southlake Specialty Hospital LLC | |||||||||
| 3 | 1545 E Southlake Blvd | Southlake | TX | 76092 | www.texashealthsouthlake.com | 008128 | Yes (X) | Yes (X) | Yes (X) |
| Flower Mound Hospital Partners | |||||||||
| 4 | 4400 Long Prairie Rd | Flower Mound | TX | 75028 | www.texashealthflowermound.com | 100056 | Yes (X) | Yes (X) | Yes (X) |
| USMD Hospital at Arlington | |||||||||
| 5 | 801 W Interstate 20 | Arlington | TX | 76017 | www.usmdarlington.com | 007990 | Yes (X) | Yes (X) | Yes (X) |
| USMD Hospital at Fort Worth | |||||||||
| 6 | 5900 Dirks Rd | Fort Worth | TX | 76132 | www.usmdfortworth.com | 008614 | Yes (X) | Yes (X) | Yes (X) |
| Sherman Grayson Health System | |||||||||
| 7 | 500 N Highland | Sherman | TX | 75092 | www.wnj.org | 100066 | Yes (X) | Yes (X) | Yes (X) |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (7 entries)
| FacilityFacilityNum | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Other WebsiteOtherWebsiteInd | Other Website URLOtherWebsiteURLTxt | Rpt Available Upon RequestRptAvailableUponRequestInd | Rpt Available Thru Other MethodRptAvailableThruOtherMethodInd | Adopt Implementation StrategyAdoptImplementationStrategyInd | Exec Implementation StrategyExecImplementationStrategyInd | Develop Community Wide PlanDevelopCommunityWidePlanInd | Exec Community Wide PlanExecCommunityWidePlanInd | Include Operational PlanIncludeOperationalPlanInd | Adopt BudgetAdoptBudgetInd | Prioritize Health NeedsPrioritizeHealthNeedsInd | Prioritize ServicesPrioritizeServicesInd | All Needs AddressedAllNeedsAddressedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Used Deter Elig Free CareFPGUsedDeterEligFreeCareInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Used Determ Elig Dscnt CareFPGUsedDetermEligDscntCareInd | Explained BasisExplainedBasisInd | Income LevelIncomeLevelInd | Asset LevelAssetLevelInd | Medical IndigencyMedicalIndigencyInd | Insurance StatusInsuranceStatusInd | Uninsured DiscountUninsuredDiscountInd | Medicaid MedicareMedicaidMedicareInd | Other FactorsOtherFactorsInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | Posted On WebsitePostedOnWebsiteInd | Attached To InvoiceAttachedToInvoiceInd | Posted In Emergency RoomPostedInEmergencyRoomInd | Available On RequestAvailableOnRequestInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Average Negotiated RatesAverageNegotiatedRatesInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | Other Method UsedOtherMethodUsedInd | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Posted In Admission OfficePostedInAdmissionOfficeInd | Medicare RatesMedicareRatesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rockwall Regional Hospital | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | false | Yes (true) | Yes (X) | See Part V, Section C for complete URL | Yes (X) | www.texashealth.org/CHNA | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||||
| Physicians Medical Center LLC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | false | Yes (true) | Yes (X) | http://www.thcds.com/about | Yes (X) | www.texashealth.org/CHNA | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||||
| Southlake Specialty Hospital LLC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | false | Yes (true) | Yes (X) | See Part V, Section C for complete URL | Yes (X) | www.texashealth.org/CHNA | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||||
| Flower Mound Hospital Partners | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | false | Yes (true) | Yes (X) | www.texashealthflowermound.com/community | Yes (X) | www.texashealth.org/CHNA | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||||
| USMD Hospital at Arlington | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | false | Yes (true) | Yes (X) | See Part V Section C for complete URL | Yes (X) | www.texashealth.org/CHNA | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | false | Yes (X) | |||||||
| USMD Hospital at Fort Worth | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 6 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | false | Yes (true) | Yes (X) | See Part V Section C for complete URL | Yes (X) | www.texashealth.org/CHNA | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | false | Yes (X) | |||||||
| Sherman Grayson Health System | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 7 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | false | Yes (true) | Yes (X) | See Part V Section C for complete URL | Yes (X) | www.texashealth.org | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (true) | false | false | 300. | Yes (X) | Yes (X) | ||||||||
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V Section B - Facility #1 Texas Health Rockwall | Part V Section B-3 - Facility #1 Texas Health Rockwall utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities in which we serve. As a means to further understand the needs from those engaged in the community, Texas Health Rockwall conducted a series of community feedback sessions. Participants of the community feedback interviews included but were not limited to: political leaders, faith community representatives, public health officials, lay community members, physicians, school officials and city administration. The information gathered from the community feedback sessions helped Texas Health Rockwall to understand the health needs from a community perspective and align this to the data analysis Part V Section 5a - Facility #1 Hospital's website complete URL where CHNA is located: www.texashealthrockwall.com/community-health.html Part V Section B-5d - Facility #1 Texas Health Rockwall produced executive summaries of the completed CHNAs along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the State of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V Section B-7 - Facility #1 An extensive analysis of the health needs in the community revealed a vast number of community health issues. In order to aid the organization in determining which health needs should be addressed, Texas Health Rockwall categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. From there, Texas Health Rockwall was able to use a strategic prioritization method to determine the top needs within the community aligned with the ability to address said issues. Texas Health Rockwall will not adopt new strategies for the following identified needs in the community for the reasons listed. 1) Access: Provider Supply - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 2) Injury and Violence - lack of expertise, low priority assigned, need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 3) Maternal, Infant & Child Health - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 4) Mental Health - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 5) Oral Health - lack of expertise 6) Other Clinical/Preventive - the facility will continue to address the need at its current level of support 7) Social Determinants - resource constraints, low priority assigned, and lack of effective intervention 8) Substance Abuse - resource constraints and the facility will continue to address the need at its current level of support 9) Transportation - lack of expertise Part V. Sec B-11 - Facility #1 Patients with family income at or below 200% of applicable FPG may be eligible for free care if the patient lacks sufficient funds and assets to pay the out-of-pocket portion of their hospital bill. Patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified percentage of the patient's annual gross income, as determined on a sliding scale based on FPG, may be deemed medically indigent and eligible for charity care. The patient may be eligible for a charity adjustment up to 100% of the unpaid balance of their hospital bill in excess of a specified "patient responsible amount" if the patient has insufficient funds/assets to pay his hospital bill without incurring an undue financial hardship. The patient responsible amount is based on a percentage of the patient's annual income in relation to FPG. A determination as to whether or not a patient has insufficient funds and/or assets to pay for purposes of determining both financial and medical indigence is made at the time a patient's charity care application is reviewed. Assets considered when determining eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a charity care application. Part V. SEC B-12I- FACILITY #1 SEE RESPONSE TO PART I, LINE 3C AND PART V SEC B, LINE 11 |
| Part V Section B - Facility #2 Physicians Medical Center | Part V Section B-3 - Facility #2 Physicians Medical Center, LLC utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities in which we serve. As a means to further understand the needs from those engaged in the community, Physicians Medical Center, LLC conducted a series of community feedback sessions. Participants of the community feedback interviews included but were not limited to: faith community representatives, public health officials, lay community members, school officials, and others. The information gathered from the community feedback sessions helped Physicians Medical Center, LLC to understand the health needs from a community perspective and align this to the data analysis. Part V Section B-5d - Facility #2 Physicians Medical Center, LLC produced executive summaries of the completed CHNAs along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the State of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V. Section B-7 - Facility #2 An extensive analysis of the health needs in the community revealed a vast number of community health issues. In order to aid the organization in determining which health needs should be addressed, Physician Medical Center, LLC categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. From there, Physician Medical Center, LLC was able to use a strategic prioritization method to determine the top needs within the community aligned with the ability to address said issues. Physician Medical Center, LLC will not adopt new strategies for the following identified needs in the community for the reasons listed. 1) Access: Provider Supply - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 2) Mental Health - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 3) Nutrition, Physical activity and Obesity- need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 4) Oral Health - lack of expertise 5) Other Clinical/Preventive - the facility will continue to address the need at its current level of support 6) Social Determinants- resource constraints, low priority assigned and lack of effective intervention 7) Transportation- lack of expertise Part V. Sec B-11 - Facility #2 Patients with family income at or below 200% of applicable FPG may be eligible for free care if the patient lacks sufficient funds and assets to pay the out-of-pocket portion of their hospital bill. Patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified percentage of the patient's annual gross income, as determined on a sliding scale based on FPG, may be deemed medically indigent and eligible for charity care. The patient may be eligible for a charity adjustment up to 100% of the unpaid balance of their hospital bill in excess of a specified "patient responsible amount" if the patient has insufficient funds/assets to pay his hospital bill without incurring an undue financial hardship. The patient responsible amount is based on a percentage of the patient's annual income in relation to FPG. A determination as to whether or not a patient has insufficient funds and/or assets to pay for purposes of determining both financial and medical indigence is made at the time a patient's charity care application is reviewed. Assets considered when determining eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a charity care application. Part V. SEC B-12I- FACILITY #2 SEE RESPONSE TO PART I, LINE 3C AND PART V SEC B, LINE 11 |
| Part V Section B - Facility #3 Texas Health Southlake | Part V Section B-3 - Facility #3 Health Southlake utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities in which we serve. As a means to further understand the needs from those engaged in the community, Texas Health Southlake conducted a series of community feedback sessions. Participants of the community feedback interviews included but were not limited to: faith community representatives, public health officials, lay community members, physicians, school officials, city administration and others. The information gathered from the community feedback sessions helped Texas Health Southlake to understand the health needs from a community perspective and align this to the data analysis. Part V. Section B-5a - Facility #3 Hospital's website complete URL where CHNA is located: www.texashealthsouthlake.info/thrinthecommunity.php Part V. Section B-5d - Facility #3 Texas Health Southlake produced executive summaries of the completed CHNAs along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the State of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V. Section B-7 - Facility #3 An extensive analysis of the health needs in the community revealed a vast number of community health issues. In order to aid the organization in determining which health needs should be addressed, Texas Health Southlake categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. From there, Texas Health Southlake was able to use a strategic prioritization method to determine the top needs within the community aligned with the ability to address said issues. Texas Health Southlake will not adopt new strategies for the following identified needs in the community for the reasons listed. 1) Access: Provider Supply - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 2) Injury and Violence - lack of expertise, low priority assigned, need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 3) Maternal, Infant & Child Health - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 4) Mental Health - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 5) Preventive/Wellness - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 6) Social Determinants - resource constraints, low priority assigned and lack of effective intervention 7) Substance Abuse - resource constraints and the facility will continue to address the need at its current level of support 8) Transportation - lack of expertise Part V. Sec B-11 - Facility #3 Patients with family income at or below 200% of applicable FPG may be eligible for free care if the patient lacks sufficient funds and assets to pay the out-of-pocket portion of their hospital bill. Patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified percentage of the patient's annual gross income, as determined on a sliding scale based on FPG, may be deemed medically indigent and eligible for charity care. The patient may be eligible for a charity adjustment up to 100% of the unpaid balance of their hospital bill in excess of a specified "patient responsible amount" if the patient has insufficient funds/assets to pay his hospital bill without incurring an undue financial hardship. The patient responsible amount is based on a percentage of the patient's annual income in relation to FPG. A determination as to whether or not a patient has insufficient funds and/or assets to pay for purposes of determining both financial and medical indigence is made at the time a patient's charity care application is reviewed. Assets considered when determining eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a charity care application. Part V. SEC B-12I- FACILITY #3 SEE RESPONSE TO PART I, LINE 3C AND PART V SEC B, LINE 11 |
| Part V Section B - Facility #4 Texas Health Flower Mound | Part V. Section B-3 - Facility #4 Texas Health Flower Mound utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities in which we serve. As a means to further understand the needs from those engaged in the community, Texas Health Flower Mound conducted a series of community feedback sessions. Participants of the community feedback interviews included but were not limited to: faith community representatives, public health officials, lay community members, physicians, school officials. The information gathered from the community feedback sessions helped Texas Health Flower Mound to understand the health needs from a community perspective and align this to the data analysis. Part V. Section B-5d - Facility #4 Texas Health Flower Mound produced executive summaries of the completed CHNAs along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the State of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V. Section B-7 - Facility #4 An extensive analysis of the health needs in the community revealed a vast number of community health issues. In order to aid the organization in determining which health needs should be addressed, Texas Health Flower Mound categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. From there, Texas Health Flower Mound was able to use a strategic prioritization method to determine the top needs within the community aligned with the ability to address said issues. Texas Health Flower Mound will not adopt new strategies for the following identified needs in the community for the reasons listed. 1) Access: Provider Supply - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 2) Mental Health - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 3) Nutrition, Physical Activity and Obesity - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 4) Reproductive and Sexual Health - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 5) Social Determinants - resource constraints, low priority assigned, and lack of effective intervention Part V. Sec B-11 - Facility #4 Patients with family income at or below 200% of applicable FPG may be eligible for free care if the patient lacks sufficient funds and assets to pay the out-of-pocket portion of their hospital bill. Patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified percentage of the patient's annual gross income, as determined on a sliding scale based on FPG, may be deemed medically indigent and eligible for charity care. The patient may be eligible for a charity adjustment up to 100% of the unpaid balance of their hospital bill in excess of a specified "patient responsible amount" if the patient has insufficient funds/assets to pay his hospital bill without incurring an undue financial hardship. The patient responsible amount is based on a percentage of the patient's annual income in relation to FPG. A determination as to whether or not a patient has insufficient funds and/or assets to pay for purposes of determining both financial and medical indigence is made at the time a patient's charity care application is reviewed. Assets considered when determining eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a charity care application. Part V. SEC B-12I- FACILITY #4 SEE RESPONSE TO PART I, LINE 3C AND PART V SEC B, LINE 11 |
| Part V Section B - Facility #5 USMD at Arlington | Part V. Section B-3 - Facility #5 USMD at Arlington utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities in which we serve. As a means to further understand the needs from those engaged in the community, USMD at Arlington conducted a series of community feedback sessions. Participants of the community feedback interviews included but were not limited to: public health officials, lay community members, school officials and city administration. The information gathered from the community feedback sessions helped USMD at Arlington to understand the health needs from a community perspective and align this to the data analysis. Part V. Section B-5a - Facility #5 Hospital's website complete URL where CHNA is located: www.usmdarlington.com/patients-visitors/locations-directions Part V. Section B-5d - Facility #5 USMD at Arlington produced executive summaries of the completed CHNAs along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the State of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V. Section B-7 - Facility #5 An extensive analysis of the health needs in the community revealed a vast number of community health issues. In order to aid the organization in determining which health needs should be addressed, USMD at Arlington categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. From there, USMD at Arlington was able to use a strategic prioritization method to determine the top needs within the community aligned with the ability to address said issues. USMD at Arlington will not adopt new strategies for the following identified needs in the community for the reasons listed. 1) Access: Provider Supply - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 2) Maternal, Infant & Child Health - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 3) Mental Health - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 4) Oral Health - lack of expertise 5) Other Clinical/Preventive - the facility will continue to address the need at its current level of support 6) Preventive/Wellness - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 7) Social Determinants - resource constraints, low priority assigned, and lack of effective intervention 8) Substance Abuse - resource constraints and the facility will continue to address the need at its current level of support 9) Transportation - lack of expertise Part V. Sec B-11 - Facility #5 Patients with family income at or below 200% of applicable FPG may be eligible for free care if the patient lacks sufficient funds and assets to pay the out-of-pocket portion of their hospital bill. Patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified percentage of the patient's annual gross income, as determined on a sliding scale based on FPG, may be deemed medically indigent and eligible for charity care. The patient may be eligible for a charity adjustment up to 100% of the unpaid balance of their hospital bill in excess of a specified "patient responsible amount" if the patient has insufficient funds/assets to pay his hospital bill without incurring an undue financial hardship. The patient responsible amount is based on a percentage of the patient's annual income in relation to FPG. A determination as to whether or not a patient has insufficient funds and/or assets to pay for purposes of determining both financial and medical indigence is made at the time a patient's charity care application is reviewed. Assets considered when determining eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a charity care application. Part V. SEC B-12I- FACILITY #5 SEE RESPONSE TO PART I, LINE 3C AND PART V SEC B, LINE 11 Part V. Sec B-20d - Facility #5 The hospital provides at least a 35% discount to self-pay patients. The 35% discount is approximately the average discount provided to a non-government third party payer. Additionally, patients who qualify under the FAP may be eligible for a charity discount up to 100% of their hospital bill. |
| Part V Section B - Facility #6 USMD at Fort Worth | Part V. Section B-3 - Facility #6 USMD at Fort Worth utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities in which we serve. As a means to further understand the needs from those engaged in the community, USMD at Fort Worth conducted a series of community feedback sessions. Participants of the community feedback interviews included but were not limited to: public health officials, lay community members and school officials. The information gathered from the community feedback sessions helped USMD at Fort Worth to understand the health needs from a community perspective and align this to the data analysis. Part V. Section B-5a - Facility #6 Hospital's website complete URL where CHNA is located: www.usmdfortworth.com/patients-visitors/locations-directions Part V. Section B-5d - Facility #6 USMD at Fort Worth produced executive summaries of the completed CHNAs along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the State of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V. Section B-7 - Facility #6 An extensive analysis of the health needs in the community revealed a vast number of community health issues. In order to aid the organization in determining which health needs should be addressed, USMD at Fort Worth categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. From there, USMD at Fort Worth was able to use a strategic prioritization method to determine the top needs within the community aligned with the ability to address said issues. USMD at Fort Worth will not adopt new strategies for the following identified needs in the community for the reasons listed. 1) Access: Provider Supply - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 2) Cancer - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 3) Injury and Violence - lack of expertise, low priority assigned, need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 4) Maternal, Infant & Child Health - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support Mental Health - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 5) Nutrition, Physical Activity and Obesity - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 6) Oral Health - lack of expertise 7) Other Clinical/Preventive - the facility will continue to address the need at its current level of support 8) Social Determinants - resource constraints, low priority assigned, and lack of effective intervention 9) Tobacco - low priority assigned 10) Transportation - lack of expertise Part V. Sec B-11 - Facility #6 Patients with family income at or below 200% of applicable FPG may be eligible for free care if the patient lacks sufficient funds and assets to pay the out-of-pocket portion of their hospital bill. Patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified percentage of the patient's annual gross income, as determined on a sliding scale based on FPG, may be deemed medically indigent and eligible for charity care. The patient may be eligible for a charity adjustment up to 100% of the unpaid balance of their hospital bill in excess of a specified "patient responsible amount" if the patient has insufficient funds/assets to pay his hospital bill without incurring an undue financial hardship. The patient responsible amount is based on a percentage of the patient's annual income in relation to FPG. A determination as to whether or not a patient has insufficient funds and/or assets to pay for purposes of determining both financial and medical indigence is made at the time a patient's charity care application is reviewed. Assets considered when determining eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a charity care application. Part V. SEC B-12I- FACILITY #6 SEE RESPONSE TO PART I, LINE 3C AND PART V SEC B, LINE 11 Part V. Sec B-20d - Facility #6 The hospital provides at least a 35% discount to self-pay patients. The 35% discount is approximately the average discount provided to a non-government third party payer. Additionally, patients who qualify under the FAP may be eligible for a charity discount up to 100% of their hospital bill. |
| Part V Section B - Facility #7 - Sherman Grayson Health System | Part V Section B-3 - Facility #7 Sherman Grayson utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities in which we serve. As a means to further understand the needs from those engaged in the community, Sherman Grayson conducted a series of community feedback sessions. Participants of the community feedback interviews included but were not limited to: political leaders, lay community members, physicians, school officials and city administration. The information gathered from the community feedback sessions helped Sherman Grayson to understand the health needs from a community perspective and align this to the data analysis. Part V. Section B-5a - Facility #7 Hospital's website complete URL where CHNA is located: http://www.wnj.org/index.php/about-us/community-information Part V. Section B-5d - Facility #7 Sherman Grayson produced executive summaries of the completed CHNAs along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the State of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V. Section B-7 - Facility #7 An extensive analysis of the health needs in the community revealed a vast number of community health issues. In order to aid the organization in determining which health needs should be addressed, Sherman Grayson categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. From there, Sherman Grayson was able to use a strategic prioritization method to determine the top needs within the community aligned with the ability to address said issues. Sherman Grayson will not adopt new strategies for the following identified needs in the community for the reasons listed. 1) Access: Provider Supply - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 2) Cancer - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 3) Injury and Violence - lack of expertise, low priority assigned, need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 4) Maternal, Infant & Child Health - need is currently being addressed by multiple organizations in the community and the facility will continue to address the need at its current level of support 5) Mental Health - resource constraints, lack of effective intervention and the facility will continue to address the need at its current level of support 6) Oral Health - lack of expertise 7) Other Clinical/Preventive - the facility will continue to address the need at its current level of support 8) Social Determinants - resource constraints, low priority assigned and lack of effective intervention 9) Substance Abuse - resource constraints and the facility will continue to address the need at its current level of support 10) Tobacco - low priority assigned 11) Transportation - lack of expertise Part V. Section B-11 - Facility #7 PATIENTS WITH FAMILY INCOME AT OR BELOW 200% OF APPLICABLE FPG MAY BE ELIGIBLE FOR FREE CARE IF THE PATIENT LACKS SUFFICIENT FUNDS AND ASSETS TO PAY THE OUT-OF-POCKET PORTION OF THEIR HOSPITAL BILL. PATIENTS WITH FAMILY INCOME BETWEEN 200-300% OF APPLICABLE FPG WHO HAVE UNPAID MEDICAL BILLS EXCEEDING A SPECIFIED PERCENTAGE OF THE PATIENT'S ANNUAL GROSS INCOME MAY BE DEEMED MEDICALLY INDIGENT AND ELIGIBLE FOR CHARITY CARE. THE PATIENT MAY BE ELIGIBLE FOR A CHARITY ADJUSTMENT UP TO 100% OF THE UNPAID BALANCE OF THEIR HOSPITAL BILL IN EXCESS OF A SPECIFIED PATIENT RESPONSIBLE AMOUNT IF THE PATIENT HAS INSUFFICIENT FUNDS/ASSETS TO PAY HIS HOSPITAL BILL WITHOUT INCURRING AN UNDUE FINANCIAL HARDSHIP. THE PATIENT RESPONSIBLE AMOUNT IS BASED ON A PERCENTAGE OF THE PATIENT'S ANNUAL INCOME. A DETERMINATION AS TO WHETHER OR NOT A PATIENT HAS INSUFFICIENT FUNDS AND/OR ASSETS TO PAY FOR PURPOSES OF DETERMINING BOTH FINANCIAL AND MEDICAL INDIGENCE IS MADE AT THE TIME A PATIENT'S CHARITY CARE APPLICATION IS REVIEWED. ASSETS CONSIDERED WHEN DETERMINING ELIGIBILITY INCLUDE CASH, STOCKS, BONDS, LAND, SAVINGS AND HOUSING. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 9 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| Health Imaging Partners LLC | ||||
| 8610 Explorer Dr 300 | Colorado Springs | CO | 80920 | Outpatient Diagnostic Imaging |
| Surgical Caregivers of Fort Worth LP | ||||
| 3000 Riverchase Galleria 500 | Birmingham | AL | 35244 | Ambulatory Surgery Center |
| THR-STT Southlake ASC LLC | ||||
| 1545 E Southlake Blvd | Southlake | TX | 76092 | Ambultory Surgery Center |
| TX Health Flower Mound Orthopedic Surg | ||||
| 5000 Long Prairie Rd | Flower Mound | TX | 75028 | Ambulatory Surgery Center |
| THR-STT Rockwall ASC LLC | ||||
| 1545 E Southlake Blvd | Southlake | TX | 76092 | Ambulatory Surgery Center |
| Greenville Surgery Center LLC | ||||
| 3000 Riverchase Galleria 500 | Birmingham | AL | 35244 | Ambulatory Surgery Center |
| Denton Surgery Center LLC | ||||
| 3000 Riverchase Galleria | Birmingham | AL | 35244 | Ambulatory Surgery Center |
| TH Craig Ranch | ||||
| 8080 State Hwy 121 Ste 100 | McKinney | TX | 75070 | Ambulatory Surgery Center |
| Cleburne Surgery Center LLC | ||||
| 2010 W Katherine P Raines Blvd Ste | Cleburne | TX | 76033 | Ambulatory Surgery Center |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I, Ln 3c | The Schedule H for Texas Health Resources ("THR")is filed solely because it has an ownership interest in 7 taxable joint ventures operating as hospitals. THR is a functionally integrated supporting organization and does not operate its own hospital. THR supports a system of faith-based, non-profit hospitals, an employed physician organization and an organization for medical research and education. THR has adopted a charity care policy which covers all 14 non-profit hospitals it supports. Patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified percentage of the patient's annual gross income, as determined on a sliding scale based on FPG, may be deemed medically indigent and eligible for charity care. The patient may be eligible for a charity adjustment up to 100% of the unpaid balance of their hospital bill in excess of a specified "patient responsible amount" if the patient has insufficient funds/assets to pay his hospital bill without incurring an undue financial hardship. The patient responsible amount is based on a percentage of the patient's annual income in relation to FPG. A determination as to whether or not a patient has insufficient funds and/or assets to pay for purposes of determining both financial and medical indigence is made at the time a patient's charity care application is reviewed. Assets considered when determining eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a charity care application. |
| Pt I, Ln 7 | A cost to charge ratio is used in computing the amounts reported in Lines 7a-7c. The amounts reported on Lines 7e-7i were obtained using direct costs, as determined by a cash outlay or, in the case of reporting employee volunteer hours, by using an average national volunteer wage rate. |
| Pt III, Lns 2 & 4 | Bad debt expense is not included as a community benefit for purposes of reporting community benefits to Texas. Each patient qualifying for charity care as a charity patient is treated and no charges related to that patient are included in bad debt expense. The organization is the parent of a consolidated system of hospitals which operate under the name Texas Health Resources (THR). THR's annual audit is conducted on a system-wide basis with a single consolidated audit report issued for THR and its affiliates. The audited financial statements of THR, which includes the activity of the organization, contain a footnote regarding Accounts Receivable and Allowance for Doubtful Accounts, that reads as follows. Patient accounts receivable are reported net of estimated allowances for doubtful accounts and contractual adjustments in the balance sheets. The allowance and resulting provision for bad debts is based upon a combination of the aging of receivables and management's assessment of historical and expected net collections considering business and economic conditions, trends in health care coverage and other collection indicators for each of its major payor sources of revenue. Management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience and payment trends by payor category. Patient accounts are also monitored and, if necessary, past due accounts are placed with collection agencies in accordance with guidelines established by management. For receivables associated with services provided to patients who have third-party coverage, the System analyzes contractually due amounts and provides an allowance for doubtful accounts and a provision for bad debts, if necessary (for example, for expected uncollectible deductibles and copayments, or for payors who are known to be having financial difficulties that make the realization of amounts due unlikely). For receivables associated with self-pay patients (which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), the System records a significant provision for bad debts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the billed rates and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for doubtful accounts. The System's allowance for doubtful accounts for self-pay patients (including allowances for charity care) increased from 94.2% of self-pay accounts receivable at December 31, 2012, to 96.0% of self-pay accounts receivable at December 31, 2013. In addition, the System's self-pay write-offs for bad debts increased from approximately $263,887,000 for fiscal year 2012 to approximately $294,476,000 for fiscal year 2013. The increase in write offs was the result of shifts in payor mix and an overall increase in patient revenue in fiscal year 2013. The System does not maintain a material allowance for doubtful accounts from third-party payors, nor did it have significant write-offs from third-party payors. eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a charity care application. |
| Pt III, Ln 8 | The state of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care & community benefit. For state purposes, the shortfall is computed by comparing actual Medicare reimbursements with the estimated cost the hospital incurs in providing these services to Medicare patients. Cost is determined by applying a cost-to-charge ratio (with costs determined in accordance with generally accepted accounting principles) to billed charges. |
| Pt III, Ln 9b | During the year, standard collection procedures were in place and uniformly applicable to all patient accounts. Except to the extent a patient receives a recovery from any third party or other source, no attempts are made to collect unpaid charges from patient accounts approved for adjustment under the Charity Care Program. |
| Pt VI, Ln 2 | The organization is part of the Texas Health Resources (THR) healthcare system. In addition to the organization's Community Health Needs Assessment (CHNA), THR developed and implemented, as a healthcare system, a Community Benefit Framework (CBF), based on the Public Health Institute's best practices ASACB program. The CBF systematically integrates internal practices into the community to improve the efficiency and effectiveness of THR's community health improvement (CHI) strategy, to address disproportionate unmet health needs (DUHN), to address primary prevention and to improve community capacity. CBF provides a quantitative approach to parallel the CHNA in identifying key communities within THR's service area, and the means to align them with a THR entity. The CBF contains five phases: assessment/profile, infrastructure, Community Health Council, programmatic review and strategy development. THR works with each entity community health representative to examine its structure and programs for gaps, needs, strengths, and alignment with the CBF, CHNA and ASACB standards. In 2013, the CBF was enhanced to include the implementation of a comprehensive CHNA across the THR system. The CHNA was conducted by analyzing primary and secondary data at the entity, zone and system. The identified needs were prioritized utilizing a decision matrix based on specific criteria, i.e. magnitude, agreement, severity, alignment with THR priorities, ability of THR to impact the issue and existing programs and services. The CHNA, the identified needs, decision matrix, strategic focus areas and implementation plans were evaluated and input gathered by various groups within the organization to determine key focus areas for the system to address over the next three year cycle. We will galvanize joint community health efforts to improve health, to reduce inequalities and to empower the greater community. |
| Pt VI, Ln 4 | Texas Health does not operate a hospital. Therefore, there is no information to provide regarding a hospital service area. |
| Pt VI, Ln 5 | Texas Health does not operate a hospital. The Schedule H reflects Texas Health's ownership interest in its taxable joint ventures which operate hospitals. |
| Pt VI, Ln 6 | The organization is the parent of the THR healthcare system. THR is one of the largest faith-based, nonprofit healthcare delivery systems in the US and the largest in North TX in terms of patients served. The system of 14 hospitals includes an organization for medical research and education. The system also includes a foundation that fosters philanthropic relationships which support the programs and services of the hospitals it supports. The mission of the hospitals in the THR system is to improve the health of the people in the communities we serve. THR takes its responsibility to its communities seriously and invests charitable resources to promote good health and prevent disease. Not only does THR provide health care to those who do not have the means to pay, its hospitals also conduct a variety of programs designed to improve health and prevent illness in the community. The community health strategies of THR and its affiliated healthcare organizations are driven by community health needs, are community-based and include confronting health problems at the source and emphasize health promotion, disease prevention, and early treatment of illness. |
| Pt VI, Ln 7 | The organization files a Texas Annual Statement of Community Benefit Standard. Texas has established a minimum level of charity care and community benefit that must be provided by nonprofit hospitals in order to retain their Texas tax-exempt status. The standard set by the state is met when charity care and community benefits are provided in a combined amount equal to at least five percent of the hospital's or hospital system's net patient revenue, provided that charity care and government-sponsored indigent health care are provided are at least four percent of net patient revenue. THR is the parent company of a healthcare system filing the combined community benefit report in Texas. THR reported other community benefit in this report. The data provided for Schedule H is THR's share of operations from its taxable joint ventures which operate hospitals in Texas. The taxable joint ventures are not required to file community benefit reports with the state of Texas. |
| Part VI Ln 3 | A description of both the Charity Care program and application are available on the THR website at www.TexasHealth.org in English and Spanish. Signs alerting patients of charity care assistance and related contact information are posted in various areas of the hospital including admissions & registration, the emergency room and other outpatient departments. Additionally, financial assistance information is provided verbally and in writing to self-pay patients by financial counselors. As part of the financial counseling meeting, patients are screened for potential eligibility in other governmental assistance programs. If it is determined that the patient is potentially eligible for governmental assistance, the counselor will assist the patient in completing forms necessary to apply for the assistance. At the same time, patients are provided with a Charity Care application and information flyer. The patient is informed that the hospital is a non-profit organization offering financial assistance to patients deemed medically or financially indigent. A Plain Language Summary titled "Getting Help Paying Your Bill" is included on the back of our patient statements. The plain language summary informs the patients of how to qualify for charity, how to apply for help, necessary documentation, and informs of THR's collection activities. The onsite financial counselors may assist the patient in completing the application and obtain available verification information. Once the patient is discharged, the counselors will continue to contact the patient to ensure all forms and verifications needed to file an application for governmental assistance and Charity Care have been provided. In certain cases, self-pay patients who are discharged before seeing a financial counselor receive both a phone call and a letter to alert them to the existence of the financial assistance program. Each bill sent for hospital services also contains contact information alerting patients that Texas Health has a charity care program. |
| Part II Community Building | The organization participates in community building activities that aim to address the socio-economic factors that influence the overall health of individuals in the communities served. As identified in the community health needs assessment, there are areas of need that are not in alignment with the operations of a hospital system. Our volunteerism, collaborations and partnerships with various aid organizations and various area coalitions aid in addressing the socio-economic factors that are the backbone for many underlying health concerns. The organization also partners with local universities to increase promotion and training of diverse candidates into the healthcare workforce which in turns increases access to healthcare for many in the community. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TX Health Resources Foundation | |||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752022128 | 501(c)(3) | $215,000 | General Purpose |
| March of Dimes Foundation | |||||||
| 12661 Coit Rd Suite 200 | Dallas | TX | 75251 | 131846366 | 501(c)(3) | $47,500 | General Purpose |
| The American Cancer Society | |||||||
| 8901 Carpenter Freeway | Dallas | TX | 75247 | 741185665 | 501(c)(3) | $30,000 | General Purpose |
| American Diabetes Association | |||||||
| 4101 Alpha Road | Dallas | TX | 75244 | 131623888 | 501(c)(3) | $27,000 | General Purpose |
| Boys & Girls Club of Collin County | |||||||
| 702 S Church St | McKinney | TX | 75069 | 751296869 | 501(c)(3) | $25,000 | General Purpose |
| Central Texas Conference of the United Methodist | |||||||
| 465 Bailey Avenue | Fort Worth | TX | 76107 | 750851211 | 501(c)(3) | $25,000 | General Purpose |
| North Texas Accountable Healthcare Partnership | |||||||
| 141 E 12st | Dallas | TX | 75262 | 273651426 | 501(c)(3) | $25,000 | General Purpose |
| Salesman Club | |||||||
| 107 East Tenth Street | Dallas | TX | 75203 | 750717135 | 501(c)(3) | $20,000 | General Purpose |
| North Texas Commission Foundation | |||||||
| PO Box 610246 | DFW Airport | TX | 75262 | 752948710 | 501(c)(3) | $15,000 | General Purpose |
| UT Health Science Center | |||||||
| PO Box 20186 | Houston | TX | 76107 | 741761309 | 501(c)(3) | $6,000 | General Purpose |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Texas Health Resources (THR) receives various requests from the community for assistance. THR management reviews these requests to verify that they are benefiting the community and they are in agreement with THR's mission. The grants or assistance given by THR are generally to local organizations that have a longstanding record of benefiting the local community. Since the vast majority of the assistance given by THR is to local organizations, management is able to monitor the use of the funds using personal inspection. Many of the events are published in the local paper. Many are community wide events where THR employees attend, or work as volunteers or coordinators. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (46 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HawthorneDouglas D | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $1,060,254 | $832,170 | $290,327 | $19,125 | $15,563 | $2,217,439 | $337,256 | |||||||
| BerdanBarclay E | ||||||||||||||
| EVP SR & COO THR | $646,567 | $410,936 | $160,959 | $19,125 | $21,972 | $1,259,559 | $140,510 | |||||||
| LongRonald R | ||||||||||||||
| EVP RSRC DEVL & DEPLOY & CFO | $557,041 | $351,331 | $116,120 | $15,300 | $24,376 | $1,064,168 | $131,691 | |||||||
| AmparanOscar L | ||||||||||||||
| EVP ZONE OPERATIONS LEADER | $540,415 | $343,441 | $91,316 | $19,125 | $15,439 | $1,009,736 | $111,549 | |||||||
| SchollJonathan Wade | ||||||||||||||
| EVP CHIEF STRATEGY OFFICER | $512,047 | $213,251 | $88,930 | $87,919 | $21,504 | $923,651 | $36,604 | |||||||
| CanoseJeffrey L | ||||||||||||||
| EVP ZONE OPERATIONS LEADER | $459,843 | $248,966 | $103,424 | $15,300 | $16,491 | $844,024 | $66,475 | |||||||
| BellBonnie L | ||||||||||||||
| EVP PEOPLE & CULTURE | $392,575 | $230,738 | $104,526 | $19,125 | $20,954 | $767,918 | $84,440 | |||||||
| BoesCharles | ||||||||||||||
| Secretary/EVP | $383,161 | $230,379 | $91,687 | $19,125 | $14,961 | $739,313 | $89,186 | |||||||
| BerenzweigHarold K | ||||||||||||||
| EVP ZONE CLINICAL LEADER | $435,277 | $164,154 | $77,328 | $19,125 | $17,532 | $713,416 | $0 | |||||||
| LesterMark C | ||||||||||||||
| EVP ZONE CLINICAL LEADER | $212,150 | $73,211 | $47,318 | $16,359 | $7,098 | $356,136 | $2,766 | $212,150 | $73,211 | $47,318 | $16,359 | $7,098 | $356,136 | $2,766 |
| VargaDaniel W | ||||||||||||||
| EVP SR & CHIEF CLINICAL OFFICE | $561,551 | $0 | $95,219 | $40,034 | $19,214 | $716,018 | $0 | |||||||
| RansomElizabeth | ||||||||||||||
| EVP ZONE CLINICAL LEADER | $403,332 | $150,126 | $92,544 | $32,218 | $21,093 | $699,313 | $0 | |||||||
| McClungBrett S | ||||||||||||||
| EVP ZONE OPERATIONS LEADER | $157,182 | $63,972 | $39,883 | $50,851 | $9,079 | $320,967 | $15,898 | $217,061 | $88,342 | $55,077 | $70,222 | $12,538 | $443,240 | $15,898 |
| McWhorterRicky E | ||||||||||||||
| Asst Secretary/SVP FINANCE | $264,662 | $87,862 | $65,214 | $56,627 | $7,986 | $482,351 | $9,354 | |||||||
| HansonStephen C | ||||||||||||||
| EVP ZONE OPERATIONS LEADER | $116,923 | $199,863 | $153,446 | $15,300 | $6,118 | $491,650 | $0 | |||||||
| NguyenTricia H | ||||||||||||||
| EVP Popltn Hlth Mgmt/Pres Inst | $119,035 | $200,000 | $21,921 | $0 | $8,625 | $349,581 | $0 | |||||||
| KramerKenneth J | ||||||||||||||
| SVP ASSOC GEN COUNSEL | $242,634 | $123,563 | $63,179 | $85,425 | $25,320 | $540,121 | $40,613 | |||||||
| MarxEdward | ||||||||||||||
| SVP CHIEF INFO OFFICER | $377,899 | $174,157 | $87,984 | $15,300 | $26,399 | $681,739 | $48,502 | |||||||
| MimsKrystal | ||||||||||||||
| SVP CARE CONTINUUM & COLLABORA | $364,769 | $206,622 | $67,726 | $92,946 | $28,950 | $761,013 | $54,568 | |||||||
| VelascoFerdinand T | ||||||||||||||
| SVP & CHIEF HLTH INFO OFFICER | $357,381 | $186,939 | $51,112 | $114,132 | $23,688 | $733,252 | $100,000 | |||||||
| GaidaJohn B | ||||||||||||||
| SVP SUPPLY CHAIN MGMT | $306,240 | $153,893 | $77,328 | $19,125 | $18,680 | $575,266 | $50,611 | |||||||
| Shinkus ClarkJoan Frances | ||||||||||||||
| SVP CHIEF NURSING EXECUTIVE | $330,869 | $143,235 | $63,182 | $10,730 | $15,023 | $563,039 | $55,228 | |||||||
| RoperJack R | ||||||||||||||
| SVP FINANCE | $277,131 | $139,370 | $65,077 | $19,125 | $15,325 | $516,028 | $47,019 | |||||||
| PearsonGeorge | ||||||||||||||
| SVP MED STF AFFRS PHYS RLTNS | $221,349 | $184,787 | $66,180 | $19,125 | $16,533 | $507,974 | $37,755 | |||||||
| JohnstonPatricia B | ||||||||||||||
| VP INFORMATION SVCS THR | $205,473 | $217,604 | $33,665 | $14,569 | $18,288 | $489,599 | $175,000 | |||||||
| TesmerDavid J | ||||||||||||||
| SVP COMMUN ENGAG & ADVOCACY | $285,951 | $116,915 | $50,829 | $24,925 | $13,655 | $492,275 | $35,266 | |||||||
| KirbyMichelle Riddle | ||||||||||||||
| SVP CHIEF HR OFFICER | $263,800 | $125,470 | $58,932 | $24,805 | $8,952 | $481,959 | $41,096 | |||||||
| AndersonSusan Elaine | ||||||||||||||
| SVP & CHIEF COMPLIANCE OFFICER | $264,738 | $114,920 | $68,369 | $19,125 | $465 | $467,617 | $38,282 | |||||||
| SaldanaLuis Eduardo | ||||||||||||||
| CMIO | $432,943 | $0 | $850 | $15,300 | $21,695 | $470,788 | $0 | |||||||
| HolmesKevin B | ||||||||||||||
| SVP REAL ESTATE DEVL & DEPLOY | $235,490 | $110,559 | $68,267 | $19,125 | $26,358 | $459,799 | $39,283 | |||||||
| JonesRobert Douglas | ||||||||||||||
| SVP TREASURER/CHIEF INVEST OFF | $292,823 | $73,562 | $43,824 | $14,116 | $24,834 | $449,159 | $1,289 | |||||||
| SchornickAmy C | ||||||||||||||
| VP PAYOR RLTNS & CONTRACTING | $234,084 | $87,520 | $48,546 | $40,586 | $24,192 | $434,928 | $35,000 | |||||||
| MitchellJohn D | ||||||||||||||
| SVP BUSINESS DEVELOPMENT | $225,175 | $63,377 | $68,845 | $19,125 | $21,213 | $397,735 | $0 | |||||||
| GerbigLinda Mary | ||||||||||||||
| SVP PERF IMPROV & QUAL OUTCOME | $231,721 | $69,534 | $53,781 | $28,419 | $13,689 | $397,144 | $35,712 | |||||||
| HarveyGayla Dawn | ||||||||||||||
| SVP FINAN / CHIEF REV OFFICER | $168,431 | $125,000 | $36,525 | $8,847 | $4,416 | $343,219 | $0 | |||||||
| BeckJesse St John | ||||||||||||||
| VP STRATEGIC MARKETING | $162,732 | $130,000 | $20,987 | $5,363 | $14,765 | $333,847 | $0 | |||||||
| SullivanJon M | ||||||||||||||
| VP REAL ESTATE OPS | $220,979 | $48,585 | $39,336 | $18,831 | $26,074 | $353,805 | $0 | |||||||
| BerrettBritt R | ||||||||||||||
| Former EVP | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $513,799 | $207,463 | $106,222 | $282,639 | $21,849 | $1,131,972 | $40,604 |
| StoltzMichael L | ||||||||||||||
| Former PRESIDENT THOP | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $244,374 | $218,614 | $115,580 | $15,300 | $9,706 | $603,574 | $63,923 |
| PetersonLisa Kaye | ||||||||||||||
| Former VP FINANCE THOP | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $307,235 | $91,580 | $46,825 | $14,970 | $23,889 | $484,499 | $2,773 |
| ZiesmannThomas | ||||||||||||||
| Former SVP OPERATIONS THOP | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $170,587 | $121,669 | $52,579 | $8,378 | $12,677 | $365,890 | |
| Menke-FleischerSusan Richelle | ||||||||||||||
| CNSLT FINAN/REVENUE CYCLE PRN | $307,493 | $307,493 | $0 | |||||||||||
| SpearsPaula Jean | ||||||||||||||
| VP PROF PRAC RSRCH & MAGNET | $200,729 | $45,281 | $46,101 | $7,472 | $13,633 | $313,216 | $0 | |||||||
| LogsdonJames D | ||||||||||||||
| VP REVENUE CYCLE OPERATIONS | $201,762 | $45,278 | $42,637 | $71,194 | $22,707 | $383,578 | $0 | |||||||
| JacksonDavid W | ||||||||||||||
| VP CORPORATE CONTROLLER | $191,621 | $42,899 | $54,744 | $17,231 | $7,105 | $313,600 | $0 | |||||||
| AuzenneDana S | ||||||||||||||
| VP REVENUE PLANNING & ANALYSIS | $183,368 | $68,983 | $35,230 | $35,813 | $23,528 | $346,922 | $30,000 | |||||||
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a - First Class Travel | THE CEO uses first class travel infrequently, upgrading to first class when available and/or possible to specific destinations where flights are overbooked by the airlines and passengers with coach tickets are not guaranteed to be on the specific flight booked. |
| Schedule J, Part I, Line 1a - Travel for Companions | The organization and/or related organizations allow spouses or guests to accompany an officer of the organization on business related travel. The value of the spouse/guest travel is included in the taxable compensation of the employee. |
| Schedule J, Part I, Line 1a - Gross-up Payments | Certain imputed income is grossed-up to include the employment taxes paid on the listed person's behalf. The grossed up amount is included in the taxable compensation of the employee. |
| 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. |
| Schedule J, Part I, Line 1a - Social Club Dues | The CEO is reimbursed for social club dues. The portion of the dues allocable to personal use is included in the taxable compensation of the employee. |
| Schedule J, Part I, Line 1a - Personal Services | The CEO is provided financial planning and tax preparation services. These services are included in the taxable compensation of the CEO. |
| Schedule J, Part I, Line 3 - CEO Compensation | Texas Health Resources (THR) uses the following methods to establish the compensation of the organization's CEO. " THR has a compensation committee comprised of external Board Members that review compensation philosophy and design. " THR Board hired independent compensation consultants. " THR & the independent compensation consultants utilize published third-party compensation surveys. " Written employment contract " Approval by the board and compensation committee An independent third party compensation consultant is hired by the THR Board of Trustees (Board) to review base pay annually as compared to a peer group of employers similar in size and scope to THR. Every three years the independent compensation consultant reviews all aspects of executive compensation (base, incentives, benefits, etc.) which includes: " Review and confirmation of the executive compensation philosophy. " Market review of base and incentive pay for all positions. National, regional, and local data is reviewed when available. " Market review of benefits and perquisites, " Interview of selected officers and members of the Governance Committee of the Board (Compensation Committee), and " Review of financial reports, job descriptions, organizational charts, current salaries, incentive opportunities, incentive payments, benefits, perquisites and plan documents. The independent third party compensation consultant meets directly with the executive compensation & benefits sub-committee which is made up of six independent Board members and the governance committee to report the results of the total compensation study. At the beginning of each year, the compensation committee reviews the results of the outside consultant's market analysis for base salaries, and makes recommendations to the Board and the Board approves the following for the CEO: " Base salary and benefits " Prior year executive annual incentive awards " Current year executive annual incentive plan targets, key performance indicators and potential payout amounts " Long-term incentive award if cycle has ended " Long-term incentive plan targets, key performance indicators and potential payout amount if new cycle is staring, and " Employment agreement in years of renewal. |
| Schedule J, Part I, Line 4b - Nonqualified Retirment Plan | 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 to an employer in key positions of management and responsibility. Benefits are calculated for eligible employees when base pay and incentives exceed the IRS qualified plan compensation limit. SERP benefits vest while the participant is employed if the participant: reaches age 65, becomes disabled, dies, or reaches the following years of service: 2 years - 25%; 3 years -50%; 4 years - 75%; and 5 or more - 100%. For 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: " Remaining employed by THR to 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 or her termination of employment. Payment is made following the before mentioned events, except in the case of involuntary separations for which the participant must wait until after 24 months to receive the previously taxed benefit. For the Active Restoration Account (account balances after 12/31/2009) participants must be employed on Dec 1 to qualify for the current year's SERP amount 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 amounts are calculated each Dec 1; vested balances are taxed; and the net balances can begin accruing earnings. Vested balances are paid in cash lump sums within the 90 day period commencing upon the earlier of death, disability, or separation from service. THR owns any investments purchased in connection with its obligations under the SERP Plan. If THR becomes insolvent, executives are unsecured creditors and will have no preferred claim to any assets. Contribution to the following employees were made during the year. The amounts below are included in the amount reported on Sch J, Part II, Column B(III) and Column (F). Stephen Hanson $87,829 Jonathan Scholl $9,338 Mark Lester $5,531 Joan Shinkus Clark $5,511 Robert Jones $1,289 Britt Berrett $9,997 Michael Stoltz $44,860 Lisa Peterson $2,773 Thomas Ziesmann $19,964 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Tarrant Cnty Cultural Education Facility Fin Corp | ||||||||
| A | 043833551 | 87638TAS2 | 2007-05-31 | $620,367,416 | Refund 10/30/97 Issue Bonds | |||
| Tarrant Cnty Cultural Education Facility Fin Corp | ||||||||
| B | 043833551 | 87638TBE2 | 2007-05-31 | $102,323,221 | Construction & Equip for Facility | false | false | false |
| Tarrant Cnty Cultural Education Facility Fin Corp | ||||||||
| C | 043833551 | 87638TCL5 | 2008-10-30 | $366,120,000 | Refund 1/31/89 & Refund 5/14/03 Bo | false | false | false |
| Tarrant Cnty Cultural Education Facility Fin Corp | ||||||||
| D | 043833551 | 87638TEE9 | 2010-11-23 | $151,950,525 | Redeem 10/30/08 Series D, F & G | |||
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $620,432,581 | $0 | $0 | $617,372,104 | $3,060,477 | $0 | $0 | $0 | $0 | $0 | 2007 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $109,908,750 | $0 | $0 | $0 | $529,732 | $0 | $0 | $109,379,018 | $0 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| C | $190,065,000 | $0 | $366,264,054 | $0 | $0 | $327,900,000 | $1,868,320 | $0 | $0 | $36,495,734 | $0 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $151,950,525 | $0 | $0 | $150,425,000 | $1,525,525 | $0 | $0 | $0 | $0 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.01500 | 0.00010 | 0.01510 | false | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | 0.00540 | 0.00540 | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00570 | 0.00030 | 0.00600 | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.01010 | 0.00030 | 0.01040 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| C | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| D | false | false | false | false | 0 | false | Yes (true) | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2c, Column A & B | Rebate calculations for the 2007A and 2007B Series were completed 6/25/12. |
| Part IV, Line 2c, Column C | Rebate calculations for the the 2008 Series were completed 11/7/13 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| Tarrant Cnty Cultural Education Facility Fin Corp | ||||||||
| A | 043833551 | 2010-11-30 | $135,000,000 | Construction & Equip Health Facili | false | false | false | |
| Tarrant Cnty Cultural Education Facility Fin Corp | ||||||||
| B | 043833551 | 2012-10-04 | $50,000,000 | Construction & Equipment Health Fa | false | false | false | 87638TEH2 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $135,000,000 | $0 | $0 | $0 | $444,565 | $0 | $0 | $134,555,435 | $0 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $50,037,844 | $0 | $0 | $0 | $0 | $0 | $0 | $27,914,327 | $0 | $22,123,517 | 2014 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00330 | 0.00330 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (28 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Amparan Oscar | |||||||
| Officer | Split Dollar Life | Yes (X) | $434,920 | $384,813 | false | Yes (true) | Yes (true) |
| Anderson Elaine | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $146,729 | $132,286 | false | Yes (true) | Yes (true) |
| Bell Bonnie | |||||||
| Officer | Split Dollar Life | Yes (X) | $348,692 | $307,652 | false | Yes (true) | Yes (true) |
| Berdan Barclay | |||||||
| Officer | Split Dollar Life | Yes (X) | $422,063 | $404,684 | false | Yes (true) | Yes (true) |
| Boes Charles | |||||||
| Officer | Split Dollar Life | Yes (X) | $414,123 | $339,212 | false | Yes (true) | Yes (true) |
| Canose Jeffrey L MD | |||||||
| Officer | Split Dollar Life | Yes (X) | $228,565 | $223,232 | false | Yes (true) | Yes (true) |
| Hawthorne Douglas | |||||||
| Officer | Split Dollar Life | Yes (X) | $1,021,860 | $665,849 | false | Yes (true) | Yes (true) |
| Holmes Kevin B | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $163,523 | $126,170 | false | Yes (true) | Yes (true) |
| King James K | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $124,689 | $124,303 | false | Yes (true) | Yes (true) |
| Kirby Michelle R | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $61,753 | $56,423 | false | Yes (true) | Yes (true) |
| Kramer Kenneth Jr | |||||||
| Officer | Split Dollar Life | Yes (X) | $175,999 | $146,031 | false | Yes (true) | Yes (true) |
| Kretz Blake W | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $323,197 | $305,221 | false | Yes (true) | Yes (true) |
| Leu Christopher T | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $245,075 | $233,751 | false | Yes (true) | Yes (true) |
| Long Ronald R | |||||||
| Officer | Split Dollar Life | Yes (X) | $554,065 | $539,903 | false | Yes (true) | Yes (true) |
| Paganelli Deborah A | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $146,534 | $146,534 | false | Yes (true) | Yes (true) |
| Pearson George L | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $361,302 | $314,862 | false | Yes (true) | Yes (true) |
| Roper Jack R | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $223,470 | $220,437 | false | Yes (true) | Yes (true) |
| Tesmer David J | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $153,625 | $136,719 | false | Yes (true) | Yes (true) |
| Young Patsy L | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $355,640 | $334,285 | false | Yes (true) | Yes (true) |
| Bourland Ron | |||||||
| Former Officer | Split Dollar Life | Yes (X) | $288,402 | $278,061 | false | Yes (true) | Yes (true) |
| Casey John | |||||||
| Former Officer | Split Dollar Life | Yes (X) | $661,447 | $661,447 | false | Yes (true) | Yes (true) |
| Deegan Michael | |||||||
| Former Officer | Split Dollar Life | Yes (X) | $651,068 | $651,068 | false | Yes (true) | Yes (true) |
| Giada John | |||||||
| Officer | Split Dollar Life | Yes (X) | $383,459 | $326,830 | false | Yes (true) | Yes (true) |
| McCabe John | |||||||
| Former Officer | Split Dollar Life | Yes (X) | $158,651 | $158,651 | false | Yes (true) | Yes (true) |
| McClung Brett | |||||||
| Key Employee | Split Dollar Life | Yes (X) | $206,940 | $171,365 | false | Yes (true) | Yes (true) |
| McKinney Sheila | |||||||
| Former Officer | Split Dollar Life | Yes (X) | $115,267 | $97,357 | false | Yes (true) | Yes (true) |
| Merrill Mark | |||||||
| Former Officer | Split Dollar Life | Yes (X) | $244,229 | $206,868 | false | Yes (true) | Yes (true) |
| Muntz David | |||||||
| Former Officer | Split Dollar Life | Yes (X) | $107,411 | $107,411 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,801,425 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, Section A, Line 2 | Texas Health Resources (THR) and its related organizations included in the THR healthcare system encourage employees to become involved in philanthropic endeavors in their communities. As a result, THR healthcare system 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 employees serving on the same community boards. THR employees serve as the corporate officers of each subsidiary organization. As THR system employees, all officers have a business relationship within the organizations of the THR healthcare system. 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. |
| Part VI, Section B, Line 11b | A full copy of the Form 990 is provided to members of the governing board before filing. In addition, the Audit & Compliance Committee of the Texas Health Resources (THR) Board of trustees is given the opportunity to review, comment, and ask questions regarding the Form 990s filed for THR and each of its wholly controlled affiliates. |
| Part VI, Section B, Line 12c | Texas Health Resources (THR) has adopted a Conflict of Interest Policy that applies to THR and all of its wholly owned or wholly controlled affiliates. During the first quarter of each fiscal year, a Duality and Conflict Statement Form is distributed by the THR Chief Compliance Officer to all persons who are covered by this policy. All disclosed conflicts are reviewed by the THR Chief Compliance Officer. A report, listing each reported Duality of Interest or Conflict of Interest is given to both the Chair of the Governing body and the President of the Corporation with which the reporting person is affiliated. The THR Board of Trustees receives a report when the Annual Disclosure process is complete. |
| Part VI, Section B, Line 15 a & b | An independent third party compensation consultant is hired by the THR Board of Trustees (Board) to review base pay annually as compared to a peer group of employers similar in size and scope to THR. In addition, every three years the independent compensation consultant reviews all aspects of executive compensation (base, incentives, benefits, etc.) At the beginning of each year, the executive compensation & benefits sub-committee and the governance committee review a detailed compensation report and the consultant's report for executive compensation. A summary of their findings are presented to the Board. A more in depth discussion of the executive compensation review can be found on Schedule J, Part III. |
| Part VI, Section C, Line 19 | The organization does not make its governing documents or conflict of interest policy available to the public. The consolidated financial statements of Texas Health Resources (THR) are made available to the public on the website www.dacbond.com. Consolidated financial statements are posted to this website quarterly and the audited financial statements are posted annually. The financial statements of the wholly controlled affiliates of THR are not posted to the website nor are they generally made available to the public in any other manner. |
| Part XII, Line 2c | Texas Health Resources (THR) prepares consolidated financial statements with its related entities. The THR Board appoints an audit and compliance sub-committee that assumes responsibility for oversight of the consolidated audit for all related entities. The related entities do not have a separate audit committee, but abide by the THR committee's oversight. There has been no change during the year in the organizations oversight selection process. |
| Part XI, Line 9 | Transfers to a related IRC Section 501(c)(3) entity $54,872,675 Controlled Joint Venture System Adjustment $133,554,928 The change in fund balance is the result of a reallocation between fund balances and intercompany balances related to the taxpayer's investments in joint ventures. The reallocation is being made system wide to accurately state the balances as they relate to the joint ventures. This adjustment is between related tax exempt entities within the Texas Health Resources health care system, and has a zero net effect on a consolidated basis. |
| Part VI, Section A, Line 7a - Members | Two Founding Members, Presbyterian Healthcare Resources (PHR) and Harris Methodist Health System (HMHS), and one Sponsoring Member, Texas Health Arlington Memorial Hospital (THAM), are members of Texas Health Resources (THR). The Founding members and Sponsoring member have the authority to approve the election of THR board. |
| Part VI, Section A, Line 7b - Governance Decisions | The following actions require the approval of the Founding Members, Presbyterian Healthcare Resources (PHR) and Harris Methodist Health System (HMHS): (a) Amendment, restatement or repeal of the Certificate or these Bylaws. (b) Establishment of or change in the mission, vision or values of the Corporation. (c) Any action by the Board of Trustees or the management of the Corporation which would adversely affect the religious or church practices or religious or church affiliation of the Corporation or an Affiliated Participant. (d) Sale, exchange, lease or other transfer of all or substantially all of the assets of the Corporation. (e) Merger or consolidation of the Corporation. (f) Dissolution of the Corporation. (g) Addition of a Founding Member of the Corporation. (h) Any action related to the right to nominate a majority of the voting members. (i) Transfer of a membership interest in the Corporation. The following actions, if they would eliminate or adversely affect the rights of the Sponsoring Member shall require the approval of the Sponsoring Member, Texas Health Arlington Memorial Hospital (THAM) when an amendment, restatement or repeal of certain section in the bylaws refer to: (a) Items requiring the sponsoring member's approval. (b) Events requiring termination of a member's rights. (c) Effects of termination of a members interest. (d) Distribution of remaining assets. (e) Amendments to the bylaws. |
| Part VII, Section A, Column B - Office Hours | Mark Lester and Brent McClung were full time employees for related organizations at the beginning of the year. They both transferred to the taxpayer during the year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Texas Health Partners LLC | |||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 020546958 | Mgmt Co | TX | $17,855,998 | $4,505,854 | TH Resources |
| Texas Health SingleSource Staffing LLC | |||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 270324828 | Staffing | TX | $2,241 | TH Resources | |
| THR-SCA Holdings LLC | |||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 461096461 | Holding Co | TX | $3,262,244 | $12,002,344 | TH Resources |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Harris Methodist Health System | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 751823547 | Support Org. | TX | 501(c)(3) | 11 Type 1 | NA | false |
| Johnson County Community Care Corp | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 452793120 | Support Org. | TX | 501(c)(3) | 11 Type 1 | TH Cleburne | false |
| North Texas Healthy Communities | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76012 | 464513182 | Comm Support | TX | 501(c)(3) | 7 | TH Resources | Yes (true) |
| Presbyterian Healthcare Resources | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 510190395 | Support Org. | TX | 501(c)(3) | 11 III FI | NA | false |
| Texas Health Arlington Memorial Hospital | ||||||||||
| 800 West Randol Mill Rd | Arlington | TX | 76012 | 750972805 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Harris Methodist Foundation | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752401033 | Fundraising | TX | 501(c)(3) | 9 | TH Resources | Yes (true) |
| Texas Health Alliance | ||||||||||
| 10864 Texas Health Trail | Fort Worth | TX | 76244 | 451502252 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Azle | ||||||||||
| 108 Denver Trail | Azle | TX | 76020 | 751748586 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Cleburne | ||||||||||
| 201 Walls Dr | Cleburne | TX | 76033 | 751977850 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Fort Worth | ||||||||||
| 1301 Pennsylvania Ave | Fort Worth | TX | 76104 | 756001743 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Hurst-Euless-Bedford | ||||||||||
| 1600 Hospital Parkway | Bedford | TX | 76022 | 751438726 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Southwest Fort Worth | ||||||||||
| 6100 Hospital Parkway | Fort Worth | TX | 76132 | 752678857 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Stephenville | ||||||||||
| 411 Belknap | Stephenville | TX | 76401 | 751752253 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Huguley Inc | ||||||||||
| 111 North Orlando Ave | Winter Park | FL | 32789 | 452694620 | Hospital | FL | 501(c)(3) | 3 | TH Resources | Yes (true) |
| TX Health Outpatient Surg Ctr Alliance | ||||||||||
| 10840 Texas Health Trail | Fort Worth | TX | 76244 | 800800294 | Hospital | TX | 501(c)(3) | 3 | TH Alliance | false |
| Texas Health Physicians Group | ||||||||||
| 9229 lBJ Freeway | Dallas | TX | 75243 | 752613493 | Phys. Clinic | TX | 501(c)(3) | 9 | TH Resources | Yes (true) |
| Texas Health Resources Foundation | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752022128 | Fundraising | TX | 501(c)(3) | 9 | TH Resources | Yes (true) |
| Texas Health Allen | ||||||||||
| 1105 Central Expressway N | Allen | TX | 75013 | 752890358 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Dallas | ||||||||||
| 8200 Walnut Hill Ln | Dallas | TX | 75231 | 751047527 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Denton | ||||||||||
| 3000 North Interstate 35 | Denton | TX | 76201 | 432008974 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Kaufman | ||||||||||
| 850 Ed Hall Drive | Kaufman | TX | 75142 | 752771437 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| Texas Health Plano | ||||||||||
| 6200 W Parker Rd | Plano | TX | 75093 | 752770738 | Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| TX Health Research & Education Institute | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752562191 | Edu& Research | TX | 501(c)(3) | 4 | TH Resources | Yes (true) |
| Texas Health Resources | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752702388 | Mgmt Supp Org | TX | 501(c)(3) | 11 III FI | NA | false |
| TX Health Resources Self-Insurance Trust | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 756335901 | Insur Trust | TX | 501(c)(3) | 11 III FI | TH Resources | Yes (true) |
| TH Specialty Hospital Fort Worth | ||||||||||
| 1301 Pennsylvania Ave | Fort Worth | TX | 76104 | 751648589 | LT Hospital | TX | 501(c)(3) | 3 | TH Resources | Yes (true) |
| WW Ward Endowment Fund Trust | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 756196065 | Support Org. | TX | 501(c)(3) | 11 Type 1 | TH Ft Worth | false |
| Healthy Tarrant County Collaboration | ||||||||||
| PO Box 8040 | Fort Worth | TX | 76124 | 432087946 | Support Org | TX | 501(c)(3) | 11 Type 1 | TH Resources | false |
| Tarrant County Indigent Care Corporation | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 260648532 | Support Org | TX | 501(c)(3) | 11 Type 1 | NA | false |
| Dallas County Indigent Care Corporation | ||||||||||
| PO Box 655999 | Dallas | TX | 75203 | 260610562 | Support Org | TX | 501(c)(3) | 11 Type 1 | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMH Cath Labs LLC | ||||||||||||||
| 811 Wright St | Arlington | TX | 76012 | 203003947 | Hospital | TX | NA | |||||||
| Cleburne Imaging LLC | ||||||||||||||
| 6301 Abrams Road Ste 131 | Dallas | TX | 75231 | 460767278 | Outpatient Diagno | TX | NA | |||||||
| Cleburne Surgical Center LLC | ||||||||||||||
| 2010 W Katherine P Raines Blvd St | Cleburne | TX | 76033 | 203742012 | Amb Surg Ctr | TX | TH Resources | Related | -$289,051 | $785,126 | false | $0 | Yes (true) | 0.51000 |
| Denton Surgery Center LLC | ||||||||||||||
| 3000 Riverchase Galleria Ste 500 | Birmingham | AL | 35244 | 470926556 | Amb Surg Ctr | TX | TH Resources | Related | $2,962,782 | $3,410,092 | false | $0 | Yes (true) | 0.71460 |
| Flower Mound Hospital Partners LLC | ||||||||||||||
| 612 E Lamar Blvd Ste 600 | Arlington | TX | 76011 | 260684968 | Hospital | TX | TH Resources | Related | $14,376,917 | $60,855,796 | false | false | 0.55080 | |
| Greenville Surgery Center LLC | ||||||||||||||
| 3000 Riverchase Galleria Ste 500 | Birmingham | AL | 35244 | 742411643 | Amb Surg Ctr | TX | TH Resources | Related | $1,704,759 | $2,136,046 | false | $0 | Yes (true) | 0.80300 |
| Health Imaging Partners LLC | ||||||||||||||
| 8610 Explorer Dr Ste 300 | Colorado Springs | CO | 80920 | 271385885 | Outpatient Diagno | TX | TH Resources | Related | $6,726,223 | $37,369,012 | false | $0 | false | 0.51000 |
| Physician Medical Center LLC | ||||||||||||||
| 612 E Lamar Blvd 6th Flr | Arlington | TX | 76011 | 481281376 | Hospital | TX | TH Plano | Related | $1,590,311 | $2,004,659 | false | false | 0.06003 | |
| Presbyterian Cancer Center-Dallas LLC | ||||||||||||||
| 1220 Senlac Drive 2nd Flr | Carrollton | TX | 75006 | 260422749 | Medical Mgmt | TX | NA | $0 | ||||||
| Rockwall Regional Hospital LLC | ||||||||||||||
| 612 E Lamar Blvd 6th Flr | Arlington | TX | 76011 | 202848116 | Hospital | TX | TH Resources | Related | $10,064,939 | $41,909,309 | false | $0 | Yes (true) | 0.59320 |
| ShermanGrayson Healthcare System LLC | ||||||||||||||
| 2400 Dallas Pkwy | Plano | TX | 75093 | 272025497 | Hospital | TX | TH Resources | Related | -$7,137,760 | $10,051,651 | false | $0 | false | 0.50100 |
| Southlake Specialty Hospital LLC | ||||||||||||||
| 612 E Lamar Blvd 6th Flr | Arlington | TX | 76011 | 020555370 | Hospital | TX | TH HEB | Related | $1,032,460 | $1,742,859 | false | Yes (true) | 0.06090 | |
| Surgical Caregivers of Fort Worth LLC | ||||||||||||||
| 3000 Riverchase Galleria Ste 500 | Birmingham | AL | 35244 | 751925497 | Amb Surg Ctr | TX | TH Resources | Related | $2,941,344 | $3,961,360 | false | $0 | Yes (true) | 0.51000 |
| Texas Health Craig Ranch Surgery Center | ||||||||||||||
| 8080 State Hwy 121 Ste 100 | McKinney | TX | 75070 | 383897811 | Amb Surg Ctr | TX | TH Resources | Related | -$476,392 | $3,445,717 | false | $0 | Yes (true) | 0.66000 |
| Texas Health Flower Mound Orthopedic Sur | ||||||||||||||
| 5000 Long Prairie Road | Flower Mound | TX | 75028 | 800866449 | Amb Surg Ctr | TX | TH Resources | Related | -$922,296 | $2,907,342 | false | $0 | Yes (true) | 0.51000 |
| Texas Health MedSynergies LLC | ||||||||||||||
| 909 Hidden Ridge Ste 300 | Irving | TX | 75038 | 800272951 | Mgmt Services | TX | TH Resources | Related | $514,494 | $17,463,640 | false | false | ||
| Texas Institute for Surgery LLP | ||||||||||||||
| 7715 Greenville Ave Ste 100 | Dallas | TX | 75231 | 770628004 | Hospital | TX | NA | false | $0 | |||||
| THR-STT Rockwall ASC LLC | ||||||||||||||
| 1545 E Southlake Blvd | Southlake | TX | 76092 | 262429878 | Amb Surg Ctr | TX | TH Resources | Related | $1,248,306 | $1,504,920 | false | $0 | Yes (true) | 0.51000 |
| THR-STT Southlake ASC LLC | ||||||||||||||
| 1545 E Southlake Blvd | Southlake | TX | 76092 | 201728912 | Amb Surg Ctr | TX | TH Resources | Related | $2,256,800 | $6,355,372 | false | $0 | Yes (true) | 0.51000 |
| USMD Hospital at Arlington LP | ||||||||||||||
| 801 I -20 West | Arlington | TX | 76017 | 731662763 | Hospital | TX | TH Resources | Related | $10,177,399 | $40,108,419 | false | $0 | false | 0.51000 |
| USMD Hospital at Fort Worth LP | ||||||||||||||
| 6333 North State Hwy 161 Ste 200 | Irving | TX | 75038 | 203571243 | Hospital | TX | TH Resources | Related | $4,711,137 | $8,368,912 | false | false | 0.50965 | |
| Women's Specialty Surgery Center | ||||||||||||||
| 8230 Walnut Hill Ln Ste 101 | Dallas | TX | 75231 | 262310072 | Amb Surg Ctr | TX | NA | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMH Health Ventures Inc | |||||||||||||
| 800 W Randol Mill Road | Arlington | TX | 76012 | 752141114 | Comp/Billing Svc | TX | N/A | C Corp | false | ||||
| Fort Worth Surgical Care Givers Inc | |||||||||||||
| 3000 Riverchase Galleria Ste 500 | Birmingham | AL | 35244 | 621204446 | Holding Co | TX | C Corp | Yes (true) | THR-SCA Holding | $492,462 | $0 | 1.00000 | |
| Greenville Surgery Center Inc | |||||||||||||
| 3000 Riverchase Galleria Ste 500 | Birmingham | AL | 35244 | 752123689 | Holding Co | TX | C Corp | Yes (true) | THR-SCA Holding | $155,179 | $0 | 1.00000 | |
| Texas Health Biomedical Advancement Ctr | |||||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752636884 | Research | TX | N/A | C Corp | false | ||||
| Texas Health Resources Casualty Company | |||||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 030310676 | Insurance | VT | C Corp | Yes (true) | TH Resources | $249,333 | $308,157 | 1.00000 | |
| Charitable Remainder Trusts (4) | |||||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | CR Trust | TX | Trust | false | TH Resources | |||||
| Huguley Medical Associates Inc | |||||||||||||
| 11801 South Freeway | Burleson | TX | 76028 | 752547668 | Physician Clinics | TX | N/A | c corp | false | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (50 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Health Imaging Partners LLC | ||
| a | $238,259 | Contract |
| Women's Specialty Surgery Center | ||
| a | $348,466 | Contract |
| Rockwall Regional Hospital LLC | ||
| a | $22,425 | Contract |
| Texas Health Huguley Inc | ||
| a | $80,904 | Contract |
| Texas Health Stephenville | ||
| a | $93,009 | Contract |
| Texas Health Fort Worth | ||
| a | $2,880,327 | Contract |
| Texas Health HEB | ||
| a | $969,776 | Contract |
| Texas Health Dallas | ||
| a | $862,044 | Contract |
| Texas Health Plano | ||
| a | $2,134,121 | Contract |
| Texas Health Research Foundation | ||
| a | $168,686 | Contract |
| Texas Health Harris Methodist Foundation | ||
| a | $27,668 | Contract |
| Texas Helath Allen | ||
| a | $356,976 | Contract |
| Texas Health Kaufman | ||
| a | $31,220 | Contract |
| Texas Health Physician Group | ||
| a | $6,907,005 | Contract |
| Texas Health Research & Education Inst | ||
| a | $227,610 | Contract |
| Texas Health Azle | ||
| a | $232,878 | Contract |
| Texas Health Denton | ||
| a | $2,164,801 | Contract |
| Texas Health Alliance | ||
| a | $769,798 | Contract |
| Texas Health Outpatient Surgery Ctr | ||
| a | $721,488 | Contract |
| Health Imaging Partners LLC | ||
| m | $66,678 | Contract |
| Health Imaging Partners LLC | ||
| l | $573,267 | Contract |
| Denton Surgery Center LLC | ||
| l | $80,418 | Contract |
| Flower Mound Hospital Partners LLC | ||
| l | $99,996 | Contract |
| USMD Hospital at Arlington LP | ||
| l | $99,996 | Contract |
| USMD Hospital at Fort Worth LP | ||
| l | $99,996 | Contract |
| THRSTT Southlake ASC LLC | ||
| l | $99,996 | Contract |
| Surgical Caregivers of Fort Worth | ||
| l | $142,748 | Contract |
| Greenville Surgery Center LLC | ||
| l | $70,567 | Contract |
| Cleburne Surgical Center LLC | ||
| r | $646,497 | JV Agreement |
| Health Imaging Partners LLC | ||
| r | $2,473,503 | JV Agreement |
| Texas Health Craig Ranch Surgery Ctr LLC | ||
| r | $1,320,000 | JV Agreement |
| Denton Surgery Center LLC | ||
| s | $2,739,073 | JV Agreement |
| Flower Mound Hospital Partners LLC | ||
| s | $7,633,968 | JV Agreement |
| Greenville Surgery Center LLC | ||
| s | $314,575 | JV Agreement |
| Health Imaging Partners LLC | ||
| s | $6,400,500 | JV Agreement |
| Physician Medical Center LLC | ||
| s | $1,516,584 | JV Agreement |
| Rockwall Regional Hospital LLC | ||
| s | $5,608,978 | JV Agreement |
| Southlake Specialty Hospital LLC | ||
| s | $1,070,269 | JV Agreement |
| Surgical Caregivers of Fort Worth LLC | ||
| s | $2,029,438 | JV Agreement |
| THRSTT Rockwall ASC LLC | ||
| s | $1,321,340 | JV Agreement |
| THRSTT Southlake ASC LLC | ||
| s | $2,742,195 | JV Agreement |
| USMD Hospital at Arlington LP | ||
| s | $9,257,577 | JV Agreement |
| USMD Hospital at Fort Worth LP | ||
| s | $3,435,420 | JV Agreement |
| Flower Mound Hospital Partners LLC | ||
| l | $7,897,566 | Contract |
| Physicians Medical Center LLC | ||
| l | $5,502,881 | Contract |
| Rockwall Regional Hospital LLC | ||
| l | $7,844,294 | Contract |
| Southlake Specialty Hospital LLC | ||
| l | $4,370,166 | Contract |
| Flower Mound Hospital Partners LLC | ||
| l | $253,316 | Contract |
| Rockwall Regional Hospital LLC | ||
| l | $842,585 | Contract |
| Flower Mound Hospital Partners LLC | ||
| d | $261,443 | Contract |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V - Related Transactions | FormAndLineReferenceDesc |
| Explanation | Texas Health Resources (THR) is the parent organization in a large healthcare system made up of both wholly owned entities as well as related controlled joint ventures as listed on Schedule R. THR's role is to plan, manage and coordinate the activities of the affiliated healthcare system in order to maximize opportunities to deliver cost effective quality medical care to residents of north central Texas. THR provides direction and oversight to its wholly owned affiliates through centralized services. They also provide oversight for the controlled joint ventures. As an integral part of providing centralized services to the affiliates, THR maintains intercompany receivable/payable accounts, most of which do not fall within the scope of IRC Section 512(b)(13). Transactions with related tax exempt organizations not falling within this scope are not listed on Schedule R, Part V, Line 2. Transactions with related joint ventures and for profit corporations are disclosed on Schedule R, Part V, Line 2. | ExplanationTxt |