2012-12-05T03:47:43-07:00 2011-12-31 TEXAS HEALTH RESOURCES 612 E LAMAR BLVD STE 1400 ARLINGTON TX 76011 990 2011-01-01 752702388 Texas Health Resources TEXA 6822367900 612 E Lamar Blvd Suite 1400 Arlington TX 76011 John Mitchell 6822367900 2012-11-14 TEXAS HEALTH RESOURCES 2547862001 2012-12-05 2011 2016-02-24 21:20:13Z Doug Hawthorne 612 E Lamar Blvd Arlington TX 76011 1420295744 false false X www.texashealth.org X 1997 TX Through its affiliates, THR operates an integrated primarily non-profit healthcare system with services and facilities throughout North Central Texas. 18 16 3155 2544361 -135737 354889 732258 351798771 390970044 71939040 97151597 4504648 6264971 428597348 495118870 3331374 1285576 0 168831220 193430592 437717 0 180625599 242537247 352788193 437691132 75809155 57427738 2376439329 2406057455 2250128545 2481174019 126310784 -75116564 Through its affiliates, THR operates an integrated primarily non-profit healthcare system with services and facilities throughout North Central Texas. 437253415 1285576 390634916 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, quality business developement, 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 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 quality health care delivered either through an office setting or through a hospital program. 437253415 true true false true false false false false false true false false false true false false true false false false false false true false false true true true false true true false false true false false false false false false false false true true true true false true 395 0 true 3155 true true true false false false false false X 18 16 true false false false false false false true true false false true true true true true true true true true true X X Jack Roper 6822367900 612 E Lamar Blvd Arlington TX 76011 X Bohn Allen MD 3.00 X 0 0 0 Anne Bass 3.00 X 0 0 0 Jay Beavers D Min 3.00 X 0 0 0 Tom Cravens 3.00 X 0 0 0 Hunter Hunt 3.00 X 0 0 0 Gary Hutchison MD 3.00 X 0 0 0 Ms Feliz Jarvis 3.00 X 0 0 0 Monsignor Philip Johnson 3.00 X 0 0 0 Terry Kelley 3.00 X 0 0 0 Kerney Laday 3.00 X 978 0 0 Grace McDermott 3.00 X 0 0 0 Jimmy C Payton Sr 3.00 X 0 0 0 Leonard Roberts 3.00 X 0 0 0 Ted S Wen MD 3.00 X 131 12000 0 Wesley Turner 3.00 X 0 0 0 Dennis Stripling MD 3.00 X 0 0 0 Douglas Hawthorne 40.00 X X 0 0 222583 Ronald Long 40.00 X 0 0 107341 Barclay Berdan 40.00 X 0 0 119583 Stephen Hanson 40.00 X 0 0 114130 Charles Boes 40.00 X 0 0 82524 Jonathan Scholl 40.00 X 0 0 168951 Bonnie Bell 40.00 X 0 0 84245 Michael Deegan 40.00 X 0 0 23031 Kenneth Kramer 40.00 X 0 0 65227 John Mitchell 40.00 X 0 0 61351 Britt Berrett 5.00 X 0 0 248735 Oscar Amparan 5.00 X 0 0 93504 Michael Stoltz 40.00 X 0 0 78338 Stan Dennis 40.00 X 0 0 74035 Thomas Ziesmann 40.00 X 0 0 180514 Krystal Mims 40.00 X 0 0 98596 Edward Marx 40.00 X 0 0 71381 John Gaida 40.00 X 0 0 64868 Jack Roper 40.00 X 0 0 58641 Elaine Gwaltney 40.00 X 0 0 53163 Joan Clark 40.00 X 0 0 62716 Ferdinand Velasco 40.00 X 0 0 168245 Michelle Kirby 40.00 X 0 0 53658 Brian Holmes 40.00 X 0 0 64553 Elaine Anderson 40.00 X 0 0 40237 George Pearson 40.00 X 0 0 54047 Stanley Ryfa 40.00 X 0 0 51353 Doug Browning 40.00 X 0 0 41771 David Tesmer 40.00 X 0 0 55382 Ricky McWhorter 40.00 X 0 0 46677 Lisa Peterson 40.00 X 0 0 30643 Traci Bernard 40.00 X 0 0 44109 Carl Soderstrom 40.00 X 0 0 30357 Clay Heighten 40.00 X 0 0 26482 Luis Eduardo Saldana 40.00 X 0 0 33287 Thomas Howell 40.00 X 0 0 31676 Lynn Myers 40.00 X 0 0 19668 24584984 1761839 2925602 286 false true false Boston Consulting Group Inc 2501 North Harwood 2200 Dallas TX 75201 Consulting Svc 6541138 EPIC Systems Corporation 1979 Milky Way Verona WI 53593 Train & Consulting 6158326 Stewart Organization 2300 Gateway Drive Irving TX 75063 Copy Services 3741384 Animato Technologies Corporation 3710 Rawlins St 800 Dallas TX 75219 Consulting 3382245 Commerce House Inc 331 Cole Street Dallas TX 75207 Advertising 2874386 292 456881 275377 732258 Management Fee 541610 317560276 316801238 759038 Rental Fee 54062155 54062155 JV Activity 812900 19347613 19335842 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true true true 17412610 Texas Health Presbyterian Hospital Allen 752890358 501(c)(3) true true true 8535878 Texas Health Presbyterian Hospital Dallas 751047527 501(c)(3) true true true 60524376 Texas Health Presbyterian Hospital Denton 432008974 501(c)(3) true true true 15361739 Texas Health Presbyterian Hospital Kaufman 752771437 501(c)(3) true true true 3654767 Texas Health Presbyterian Hospital Plano 752770738 501(c)(3) true true true 36713251 Texas Health Research Education Institute 752562191 501(c)(3) true true true 366666 Texas Health Presbyterian Foundation 752022128 501(c)(3) true true true 333690 Texas Health Harris Methodist Foundation 752401033 501(c)(3) true true true 335990 Texas Health Physicians Group 752613493 501(c)(3) true true true 31418522 309681398 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false true 432 false true 139364 true 1110717 false false 1250513 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 $3,580,308,988 for the year ended December 31, 2011. Of this amount $1,250,513 (.0349%) is used in connection with lobbying activities. The officers and/or Board members of THR make comments or statements concerning legislation that may affect either the healthcare industry or the health status of the communities THR serves. In no case has either THR or any person acting on behalf of THR intervened in any political campaign. false 59566274 59566274 216198089 108401048 107797041 58715062 38119186 20595876 168417459 114464372 53953087 49713571 49713571 291625849 83583632 C 83583632 Other Assets 4393227 Malpractice Trust 51171859 Trustee Funds - Sup Ret 1505996 Trustee Funds - CAA 2341037 Unamortized Bond Issue Costs 4741066 Deposits 10247 Debt Related Reserve Funds 13122 64176554 Security Deposit 52112 Trustee Funds - Sup Ret 1505996 Trustee Funds - CAA 2341037 Post Retirement Benefits 8529750 Unamortized Rent 3167961 Other Liabilities 2042531 Asset Retirement Obligation 2270074 Malpractice Trust Reserve 34976162 Intercompany Payable 1201745345 1256630968 495118870 437691132 57427738 57427738 true DINI Partners Inc 2727 Allen Parkwy 700 Houston TX 77019 Planning Major Gft false 4371717 false false false DINI Partners provided planning and development of the major gift campaign at Texas Health Resources (THR). Per the consulting service agreement, THR paid $430,000 for professional fundraising services and $7,716 as reasonable reimbursement expenses which were approved in advance by THR. These expenses include travel, telecommunications, printing, etc. In 2011, neither THR nor a professional fundraiser directly solicited funds. All solicitations were made through related controlled tax-exempt Foundations who performed fundraising functions for the System. THR provides centralized management services for all related tax-exempt organizations, including the Foundations. true true X true X true true 2412242 558029 1854213 0.01090 9784267 6735898 3048369 0.01800 535741 432123 103618 0.00060 12732250 7726050 5006200 0.02950 1680753 1680753 0.00990 845397 845397 0.00500 2526150 2526150 0.01490 15258400 7726050 7532350 0.04440 13527 13527 0.00010 13527 9998 9998 0.00010 23525 23525 0.00020 29052800 38433496 38663682 -230186 X 7 1 Rockwall Regional Hospital

3150 Horizon Rd Rockwall TX 75032

X X X 2 Physicians Medical Center LLC

6020 Parker Rd Plano TX 75093

X X X 3 Southlake Specialty Hospital LLC

1545 E Southlake Blvd Southlake TX 76092

X X X 4 Flower Mound Hospital Partners

4400 Long Prairie Rd Flower Mound TX 75028

X X X 5 USMD Hospital at Arlington

801 W Interstate 20 Arlington TX 76017

X X X 6 Sherman Grayson Health System

500 N Highland Sherman TX 75092

X X X 7 USMD Hospital at Fort Worth

5900 Dirks Rd Fort Worth TX 76132

X X X 1 Health Imaging Partners

8610 Explorer Dr Colorado Springs CO 80920

Imaging Center 1 Part 1, line 3c Part 1, line 3c: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 2 Part 1, line7 Part 1, line7: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. 3 Part III, line 4 Part III, line 4: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. 4 Part III, line 8 Part III, line 8: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 5 Part III, line 9b Part III, line 9b: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. 6 Part VI, line 1 Part VI, line 1: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. 7 Facilities 1, 2, 3 & 4 Part V, Section B, line 11h Facilities 1, 2, 3 & 4 Part V, Section B, line 11h: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. See response to Part I, Line 3c and Part V Sec B, Line 10 8 Facilities 1, 2, 3, 4 & 6 Part V, Section B, line 13g Facilities 1, 2, 3, 4 & 6 Part V, Section B, line 13g: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. See response to Part I, Line 3c and Part V Sec B, Line 10 A full copy of the Charity Care Policy is provided upon request. Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted on the hospital's website, attached to billing invoices, posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital 9 Facilities 5 & 7 Part V, Section B, line 13g Facilities 5 & 7 Part V, Section B, line 13g: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. See response to Part I, Line 3c and Part V Sec B, Line 10 A full copy of the Charity Care Policy is provided upon request. Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted on the hospital's website, attached to billing invoices, posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital 10 Part VI, line 4 Part VI, line 4: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. See response to Part I, Line 3c and Part V Sec B, Line 10 A full copy of the Charity Care Policy is provided upon request. Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted on the hospital's website, attached to billing invoices, posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Sch H, Part VI, Line 4-Community Information Texas Health does not operate a hospital. Therefore, there is no information to provide regarding a hospital service area. 11 Part VI, line 5 Part VI, line 5: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. See response to Part I, Line 3c and Part V Sec B, Line 10 A full copy of the Charity Care Policy is provided upon request. Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted on the hospital's website, attached to billing invoices, posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Sch H, Part VI, Line 4-Community Information Texas Health does not operate a hospital. Therefore, there is no information to provide regarding a hospital service area. THR does not operate a hospital. Schedule H reflects THRs ownership interest in its taxable joint ventures which operate hospitals. 12 Part VI, line 6 Part VI, line 6: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. See response to Part I, Line 3c and Part V Sec B, Line 10 A full copy of the Charity Care Policy is provided upon request. Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted on the hospital's website, attached to billing invoices, posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Sch H, Part VI, Line 4-Community Information Texas Health does not operate a hospital. Therefore, there is no information to provide regarding a hospital service area. THR does not operate a hospital. Schedule H reflects THRs ownership interest in its taxable joint ventures which operate hospitals. The organization is part 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 two foundations that foster philanthropic relationships which support the programs and services of the hospitals they support. The mission of the hospitals in the THR system is to improve the 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. 13 Part VI, line 7 Part VI, line 7: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. See response to Part I, Line 3c and Part V Sec B, Line 10 A full copy of the Charity Care Policy is provided upon request. Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted on the hospital's website, attached to billing invoices, posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Sch H, Part VI, Line 4-Community Information Texas Health does not operate a hospital. Therefore, there is no information to provide regarding a hospital service area. THR does not operate a hospital. Schedule H reflects THRs ownership interest in its taxable joint ventures which operate hospitals. The organization is part 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 two foundations that foster philanthropic relationships which support the programs and services of the hospitals they support. The mission of the hospitals in the THR system is to improve the 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. The data provided for Sch H is THRs 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. 14 Facilities 5, 6 & 7 Part V, Section B, line 19d Facilities 5, 6 & 7 Part V, Section B, line 19d: The Schedule H for Texas Health Resources 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 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. All THR self pay patients who do not qualify for the organization's charity program, regardless of income, are eligible for a discount of 45% off the hospital's charge for general hospital services. In addition, a 60% discount is available on charges associated with certain implantable devices. THR patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified % of the annual gross income of the patient 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 the patient 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. 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. 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. The bad debt expense shown on Part III, line 2 is THRs share of the bad debt expense of its taxable hospital joint ventures. The amount of the bad debt expense attributable to patients eligible under the charity care policy is unknown. Bad debt expense is not included as a community benefit for purposes of reporting community benefits to the state of Texas. The taxable joint ventures do not issue audited financial statements with a footnote describing bad debt expense. The State of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care and community benefit. For the State, 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 GAAP, to billed charges. 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. Part V, Section B, Line 10 For Rockwall Regoinal, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see Sch O. See response to Part I, Line 3c and Part V Sec B, Line 10 A full copy of the Charity Care Policy is provided upon request. Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted on the hospital's website, attached to billing invoices, posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Notice of financial assistance and a summary of the policy are communicated to the public and to patients. A summary of the policy is in each of the following. posted at the emergency room and waiting rooms, posted in Admissions office, and provided, in writing, to patients on admission to the hospital Sch H, Part VI, Line 4-Community Information Texas Health does not operate a hospital. Therefore, there is no information to provide regarding a hospital service area. THR does not operate a hospital. Schedule H reflects THRs ownership interest in its taxable joint ventures which operate hospitals. The organization is part 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 two foundations that foster philanthropic relationships which support the programs and services of the hospitals they support. The mission of the hospitals in the THR system is to improve the 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. The data provided for Sch H is THRs 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. USMD at Arlington and USMD at Fort Worth provide 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 adjustment up to 100% of their hospital bill. Sherman Grayson provides at least a 15% discount to self pay patients. Additionally, patients who qualify under the FAP may be eligible for a charity adjustment up to 100% of their hospital bill. true American College of Healthcare Executives 251 Decker Drive Irving TX 75062 352225477 501(c)(6) 5600 General Fund American Cancer Society 8901 Carpenter Freeway Dallas TX 75247 741185665 501(c)(3) 28000 General Fund American Diabetes Association 4101 Alpha Rd Ste 100 Dallas TX 75244 131623888 501(c)(3) 31000 General Fund American Heart Association 82 Brookriver Dr N 100 Dallas TX 75247 741222132 501(c)(3) 70000 General Fund Association of Professional Chaplains 1702 E Woodfield Rd 400 Schaumburg IL 60173 363762667 501(c)(3) 10000 General Fund Careflite 3110 S Great Southwest Parkway Grand Prairie TX 75052 751657155 501(c)(3) 10000 General Fund Central Texas Conference 465 Bailey Fort Worth TX 76107 750851211 501(c)(3) 31000 General Fund Coalition to Protect America Health Care PO Box 30211 Bethesda MD 20815 522253225 501(c)(3) 25000 General Fund Dallas County Community College District 1601 South Lamar St Dallas TX 75215 751213149 501(c)(3) 150000 General Fund Dallas Medical Resources 3506 Turtle Creek Blvd 5D Dallas TX 75219 383731152 501(C)(6) 11901 General Fund Dallas-Fort Worth Hospital Council 251 Decker Drive Irving TX 75062 113836881 501(c)(3) 26700 General Fund Fort Worth Chamber of Commerce 777 Taylor St 900 Fort Worth TX 76102 750275060 501(c)(3) 5600 General Fund Frontiers of Flight Museum 6911 Lemmon Ave Dallas TX 75209 752244531 501(c)(3) 7500 General Fund Kwanzaafest Inc PO Box 225067 Dallas TX 75223 752851704 501(c)(3) 10000 General Fund March of Dimes 12661 Coit Road Dallas TX 75251 131846366 501(c)(3) 50000 General Fund N TX Accountable Healthcare Partnership 140 East 12th Street Dallas TX 75203 273651426 501(c)(3) 25000 General Fund N TX Super Bowl XLV Host Committee 2911 Turtle Creek Blvd Ste 1000 Dallas TX 75219 870784763 501(c)(6) 125000 General Fund North Texas Commission PO Box 610246 DFW Airport TX 75261 751364760 501(c)(6) 11250 General Fund Parkland Foundation 2777 Stemmons Frwy Ste 1700 LB 69 Dallas TX 75207 752089180 501(c)(3) 55000 General Fund Presbyterian Communities Services 550 East Ann Harbor Ave Dallas TX 75216 751910084 501(c)(3) 7500 General Fund Robert G Greenleaf Center Inc 14785 Preston Rd 550 Dallas TX 75254 046122305 501(c)(3) 15000 General Fund Susan G Komen Tarrant County 2216 Green Oaks Rd Fort Worth TX 76116 752445070 501(c)(3) 7500 General Fund Texas AM University Health Science Ctr 8448 State Hwy 47 Bryan TX 77807 742907553 501(c)(3) 6000 General Fund Texas Health Harris Methodist Foundation 612 E Lamar Blvd Arlington TX 76011 752041033 501(c)(3) 175100 General Fund Texas Health Presbyterian Foundation 612 E Lamar Blvd Arlington TX 76011 752022128 501(c)(3) 216000 General Fund United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 756005352 501(c)(3) 50000 General Fund United Way of Metropolitan Tarrant County 210 E Ninth St Fort Worth TX 76102 750858360 501(c)(3) 50000 General Fund 50 11 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 who 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. X X X X X true true X X X X X true true Douglas Hawthorne 1023958 1160590 287111 206769 15814 2694242 674512 Ronald Long 501035 1098726 116765 83331 24010 1823867 902808 Barclay Berdan 541762 506797 152719 96999 22584 1320861 281020 Stephen Hanson 559296 514599 120240 93478 20652 1308265 297478 Charles Boes 354857 316909 89992 69149 13375 844282 178373 Jonathan Scholl 473634 175916 92498 151228 17723 910999 54532 Bonnie Bell 346598 303045 91209 68325 15920 825097 168881 Michael Deegan 183719 301289 100585 14700 8331 608624 193994 Kenneth Kramer 226150 153690 58323 40346 24881 503390 81227 John Mitchell 192809 44072 56371 37247 24104 354603 Britt Berrett Oscar Amparan Michael Stoltz 358130 307535 66816 64232 14106 810819 127847 Stan Dennis 341874 312541 68178 48126 25909 796628 122920 Thomas Ziesmann 346883 275372 63249 154509 26005 866018 154306 Krystal Mims 335259 342382 2120 76477 22119 778357 54568 Edward Marx 358087 209149 83975 49259 22122 722592 99953 John Gaida 283823 196762 74065 46275 18593 619518 101221 Jack Roper 257050 181141 78766 43893 14748 575598 94038 Elaine Gwaltney 266725 146599 83273 42780 10383 549760 66229 Joan Clark 270645 145448 47272 39434 23282 526081 69341 Ferdinand Velasco 339086 85097 36284 148688 19557 628712 Michelle Kirby 244295 159681 54630 46680 6978 512264 82192 Brian Holmes 222783 149517 56406 40875 23678 493259 78566 Elaine Anderson 219900 146168 54565 39696 541 460870 76563 George Pearson 208078 142939 63949 39153 14894 469013 75509 Stanley Ryfa 251826 150101 2065 31618 19734 455344 22449 Doug Browning 248833 124759 5080 33057 8714 420443 10970 David Tesmer 226609 107556 36937 43641 11741 426484 70533 Ricky McWhorter 236774 78343 48009 39795 6882 409803 18708 Lisa Peterson 305541 45700 13647 16995 381883 Traci Bernard 201811 135820 2245 31034 13075 383985 10410 Carl Soderstrom 394489 1303600 746 18375 11982 1729192 Clay Heighten 388309 1303600 775 26482 1719166 Luis Eduardo Saldana 424919 1681 11025 2262 439887 Thomas Howell 117243 9834 248913 12404 19272 407666 Lynn Myers 341261 7800 935 19246 423 369665 Sch J, Part I, Line 1 First Class Travel The CEO uses first class travel infrequently and 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. . Travel for Companions The organization and/or related organizations allow spouses or guests to accompany an officer of the organization on business related travel, as long as the spouse's or guest's presense on the trip is for a justified business purpose. . 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. . Discretionary Spending Account Each executive at the vice president level and above receive a perk allowance which is included in the taxable compensation of the employee. . Personal Services - Financial Planning The CEO can have financial planning services reimbursed by the organization up to a specified dollar amount. Any reimbursement made for financial planning services is included in the taxable compensation of the CEO. Other officers can use their discretionary spending account to pay for financial planning services. . . Sch J, Part I, Question 3 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 hired independent compensation consultants - THR & the independent compensation consultants utilize published third-party compensation surveys or studies. - 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,including national, regional and local data. - Market review of benefits and perquisites, - Interview of selected officers and members of the Compensation Committee of the Board (Compensation Committee), and - Review of financial reports, employment agreement, current salary incentive opportunities, incentive payments, benefits, perquisites, and plan documents. . The independent compensation consultant meets directly with the executive compensation & benefits sub-committee which is made up of five independent Board members and the compensation 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 consultants 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 starting; and - Employment agreement in years of renewal. . . Sch J, Part I, Question 4a The severance payment was paid out of the Separation Pay Plan of Texas Health Resources (THR). THR's Separation Pay Plan provides payments to to employees whose positions were eliminated by the organization based on the employee's years of service and the level of the affected position. - Thomas Howell $208,017 . . Sch J, Part I, Question 4b 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 68, 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 benefit 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 Accounts (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 (age 60 or above with 15 or more years of service). 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. - Contributions to the following employees were made during the year. The amounts below are included in the amount reported in Sch J, Part II, Column B(iii) and Column (F). Michael Deegan - $12,694 Ronald Long $32,093 Thomas Ziesmann $2,321 Edward Marx $2,494 Joan Shinkus Clark $1,452 Tar Co Cultural Edu Fac Finance Corp 043833551 87638TAS2 2007-05-31 620367416 Refund 10/30/97 issue bonds false false false Tar Co Cultural Edu Fac Finance Corp 043833551 87638TBE2 2007-05-31 102323221 Construct & Equip Facility false false false Tar Co Cultural Edu Fac Finance Corp 043833551 87638TCL5 2008-10-30 366120000 Refund 1/31/89 Bnd Refund 5/14/03 Bnd false false false Tar Co Cultural Edu Fac Finance Corp 043833551 87638TEE9 2010-11-23 151950525 Redeem 10/30/08 Series D,F&G false false false 620432581 true true false false 109908750 false true false false 190065000 366264054 true true false false 151950525 true true false false false false false true true true false false true true true false false true true false false false true true false false false true true false 2.100000000000 false true false false false false true true false 0.500000000000 false true false false false false true true false 0.600000000000 false true false false false false true true false 1.000000000000 false true false Tar Co Cultural Edu Fac Finance Corp 043833551 2010-11-30 135000000 Constuct & Equip Health Facility false false false 135000000 false true false false true false true false true false false false false false false 0.300000000000 false true false Oscar Amparan Surrender Value of Split Dollar Life Ins. Policy X 378893 310596 false true true Elaine Anderson Surrender Value of Split Dollar Life Ins. Policy X 132286 105182 false true true Bonnie Bell Surrender Value of Split Dollar Life Ins. Policy X 277164 252064 false true true Barclay Berdan Surrender Value of Split Dollar Life Ins. Policy X 371278 297853 false true true Charles Boes Surrender Value of Split Dollar Life Ins. Policy X 332296 289757 false true true Ron Bourland Surrender Value of Split Dollar Life Ins. Policy X 667796 551695 false true true Jeffrey Canose Surrender Value of Split Dollar Life Ins. Policy X 167424 166281 false true true John Casey Surrender Value of Split Dollar Life Ins. Policy X 705900 523995 false true true Michael Deegan Surrender Value of Split Dollar Life Ins. Policy X 530831 508315 false true true Stanley Dennis Surrender Value of Split Dollar Life Ins. Policy X 215182 183096 false true true John Gaida Surrender Value of Split Dollar Life Ins. Policy X 320320 262391 false true true Stephen Hanson Surrender Value of Split Dollar Life Ins. Policy X 543084 543084 false true true Doug Hawthorne Surrender Value of Split Dollar Life Ins. Policy X 671791 557805 false true true Kevin Holmes Surrender Value of Split Dollar Life Ins. Policy X 122099 114474 false true true James King Surrender Value of Split Dollar Life Ins. Policy X 119978 102591 false true true Michelle Kirby Surrender Value of Split Dollar Life Ins. Policy X 43805 36401 false true true Kenneth Kramer Surrender Value of Split Dollar Life Ins. Policy X 143219 122511 false true true Blake Kretz Surrender Value of Split Dollar Life Ins. Policy X 218015 217813 false true true Christopher Leu Surrender Value of Split Dollar Life Ins. Policy X 166965 166965 false true true Ron Long Surrender Value of Split Dollar Life Ins. Policy X 385645 384162 false true true Stephen Mason Surrender Value of Split Dollar Life Ins. Policy X 678206 430821 false true true John McCabe Surrender Value of Split Dollar Life Ins. Policy X 324175 267430 false true true Brett McClung Surrender Value of Split Dollar Life Ins. Policy X 134405 128062 false true true Sheila McKinney Surrender Value of Split Dollar Life Ins. Policy X 96533 86627 false true true Mark Merrill Surrender Value of Split Dollar Life Ins. Policy X 254210 213511 false true true David Muntz Surrender Value of Split Dollar Life Ins. Policy X 203342 147386 false true true Deborah Paganelli Surrender Value of Split Dollar Life Ins. Policy X 131192 119032 false true true George Pearson Surrender Value of Split Dollar Life Ins. Policy X 280701 256971 false true true Jack Roper Surrender Value of Split Dollar Life Ins. Policy X 228569 160426 false true true David Tesmer Surrender Value of Split Dollar Life Ins. Policy X 99759 90543 false true true Doug White Surrender Value of Split Dollar Life Ins. Policy X 117383 109158 false true true Patsy Youngs Surrender Value of Split Dollar Life Ins. Policy X 238775 238775 false true true 7945773 Part VI, Section A, Line 2 Elaine Anderson & Wes Turner have a business relationship. Rick McWhorter & Stephen Hanson have a business relationship. John Mitchell & Barclay Berdan have a business relationship. 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, THR General Counsel and the THR Audit & Compliance Committee. 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 Texas Health Resources (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, - Survey of officers and members of the Governance Committee of the THR Board of Trustees, and - Review of financial reports, job descriptions, organizational charts, current salaries, salary range midpoints, incentive opportunities, incentive payments, benefits, perquisites and plan documents. The independent compensation consultant meets directly with the executive compensation & benefits sub-committee which is made up of five independent Board members and the governance committee to report the results of the total compensation study. At the beginning of each year, the executive compensation & benefits sub-committee reviews; the governance committee reviews and recommends for approval by the Board; and the Board approves the following: - Market analysis recommendation based on the results of the outside consultant's review - Officer Market/equity base salary adjustments - Prior year executive annual incentive awards - Current year executive annual incentive plan targets, key performance indicators, and potential payout amounts 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 VII, Section A, Officers Related Entity Hours: The following persons devoted the indicated estimated average hours per week to related organizations: Bohn Allen, M.D. 1 hr. Britt Berrett 40 hrs. Jay Beavers 1 hrs. Oscar Amparan 40 hrs. Gary Hutchison 1 hr. Lee Bloemendal 1 hr. Dennis Stripling 1 hr. Part XI, Line 5, Other Changes: Book/Tax Difference in Partnership Accounting $11,771 Texas Health Presbyterian Foundation Change in Net Assets $40,053,853 Texas Health Harris Methodist Foundation Change In Net Assets $11,524,259 Unrealized Losses $70,377,463 Transfer control to a related tax exempt organization $136,887,740 Total Changes $258,855,086 Sch H, Part V, Section B, Line 10 For Rockwall Regional, Physicians Medical Center, Southlake Specialty, and Flower Mound see response to Part I, Line 3c For USMD Arlington & USMD Fort Worth see the following. 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. All self pay patients who don't qualify for the organization's charity program, regardless of income, are eligible for a discount of 35% off the hospital's charge for general hospital services. 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 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 and other financial assets that can be readily converted to cash. For Sherman Grayson, see the following. 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. All self pay patients who don't qualify for the organization's charity program, regardless of income, are eligible for a discount of 15% off the hospital's charge for general hospital services. Patients with family income betwen 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 Texas Health Partners LLC 14131 Midway Rd Ste 1050 Addison TX 75001 020546958 Management Company TX 26439096 6480748 Texas Health Resources Deuteronomy 612 E Lamar Blvd Arlington TX 76011 752561680 Physician Clinic - Inactive TX 501(c)(3) 9 Texas Health Resources false Harris Methodist Health System 612 E Lamar Blvd Arlington TX 76011 751823547 Supporting Organization TX 501(c)(3) 11 Type 1 N/A false Healty Tarrant County Collaboration PO Box 8040 Fort Worth TX 76124 432087946 Supporting Organization TX 501(c)(3) 11 Type 1 N/A false Presbyterian Healthcare Resources 612 E Lamar Blvd Arlington TX 76011 510190395 Supporting Organization TX 501(c)(3) 11 Type 3 N/A false Texas Health Arlington Memorial Hospital 800 West Randol Mill Rd Arlington TX 76012 750972805 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Harris Methodist Foundation 612 E Lamar Blvd Arlington TX 76011 752401033 Supporting Organization TX 501(c)(3) 9 Texas Health Resources false Texas Health Presbyterian Hospital Alliance 10864 Texas Health Trail Fort Worth TX 76244 451502252 Hospital TX 501(c)(3) Pend 3 Texas Health Resources false Texas Health Harris Methodist Hospital Azle 108 Denver Trail Azle TX 76020 751748586 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Harris Methodist Hospital Cleburne 201 Walls Dr Cleburne TX 76033 751977850 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Harris Methodist Hospital Fort Worth 1301 Pennsylvania Ave Fort Worth TX 76104 756001743 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Harris Methodist Hospital Hurst-Euless-Bedford 1600 Hospital Parkway Bedford TX 76022 751438726 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Harris Methodist Hospital Southwest Fort Worth 6100 Hospital Parkway Fort Worth TX 76132 752678857 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Harris Methodist Hospital Stephenville 411 Belknap Stephenville TX 76401 751752253 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Physicians Group 1301 Pennsylvania Ave Fort Worth TX 76104 752613493 Physician Clinic TX 501(c)(3) 11 Type 1 Texas Health Resources false Texas Health Presbyterian Foundation 612 E Lamar Blvd Arlington TX 76011 752022128 Supporting Organization TX 501(c)(3) 9 Texas Health Resources false Texas Health Presbyterian Hospital Allen 1105 Central Expressway North Allen TX 75013 752890358 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Presbyterian Hospital Dallas 8200 Walnut Hill Ln Dallas TX 75231 751047527 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Presbyterian Hospital Denton 3000 North Interstate 35 Denton TX 76201 432008974 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Presbyterian Hospital Kaufman 850 Ed Hall Drive Kaufman TX 75142 752771437 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Presbyterian Hospital Plano 6200 W Parker Rd Plano TX 75093 752770738 Hospital TX 501(c)(3) 3 Texas Health Resources false Texas Health Research Education Institute 612 E Lamar Blvd Arlington TX 76011 752562191 Medical Research & Education TX 501(c)(3) 4 Texas Health Resources false Texas Health Resources 612 E Lamar Blvd Arlington TX 76011 752702388 Mgmt Supporting Organization TX 501(c)(3) 11 Type 3 N/A false Texas Health Resources Self-Insurance Trust 612 E Lamar Blvd Arlington TX 76011 756335901 Insurance Trust TX 501(c)(3) 11 Type 3 Texas Health Resources false Texas Health Specialty Hospital Fort Worth 1301 Pennsylvania Ave 4th Flr Fort Worth TX 76104 751648589 Long Term Hospital TX 501(c)(3) 3 Texas Health Resources false WW Ward Endowment Fund Trust 612 E Lamar Blvd Arlington TX 76011 756196065 Supporting Organization TX 501(c)(3) 11 Type 1 Texas Health Harris Methodist Foundation false AMH Cath Labs LLC 800 W Randol Mill Rd Arlington TX 76012 203003947 Healthcare Services TX N/A Denton Surgery Center LLC 14131 Midway Rd Ste 1050 Addison TX 75001 470926556 Ambulatory Surgery Center TX N/A Flower Mound Hospital Partners LLC 14131 Midway Rd Ste 1050 Addison TX 75001 260684968 Hospital TX Texas Health Resources related -39697 89851964 0.54000 Harris Oncology LLC 1600 Hospital Parkway Bedford TX 76022 752927939 Rental Real Estate TX N/A Health Imaging Partners LLC 8610 Explorer Dr Ste 300 Colorado Spring CO 80920 271385885 Outpatient Diag. Imaging Ctr TX Texas Health Resources related 4658318 13303540 0.51000 HEB Oncology LP 1601 Hospital Parkway Bedford TX 76022 752927940 Rental Real Estate TX N/A Physician Medical Center LLC 6200 W Parker Rd Plano TX 75093 481281376 Hospital TX Texas Health Presbyterian Hospital Plano related 1510675 1516282 0.06000 Presbyterian Cancer Center-Dallas LLC 6200 W Parker Rd Plano TX 75093 260422749 Medical Management TX N/A Rockwall Regional Hospital LLC 14131 Midway Rd Ste 1050 Addison TX 75001 202848116 Hospital TX Texas Health Resources related 4717009 32888689 0.52000 Sherman Grayson Health System LLC 500 Highland Ave Sherman TX 75092 272025497 Hospital TX Texas Health Resources related -4171842 38964703 0.50000 Southlake Specialty Hospital LLC 14131 Midway Rd Ste 1050 Addison TX 75001 020555370 Hospital TX Texas Health Harris Methodist HEB related 916057 1557269 0.06000 Texas Health MedSynergies LLC 1255 Corporate Drive Fl 3 Irving TX 75038 800272951 Management Consulting TX Texas Health Resources related 482346 14311568 0.65000 Texas Single Source Staffing 524 E Lamar Blvd Ste 300 Arlington TX 76011 270324828 Manage Contract Nursing TX Texas Health Resources related 181221 1711143 true 1.00000 Texas Institute for Surgery LLP 7715 Greenville Ave Ste 100 Dallas TX 75231 770628004 Hospital TX N/A Womens Specialty Surgery Center 1300 Post Oak Blvd Ste 600 Houston TX 77056 262310072 Ambulatory Surgery Center TX N/A USMD Hospital at Fort Worth LP 801 I-20 West Arlington TX 76107 731662763 Hospital TX Texas Health Resources related 2298959 11296754 0.51000 USMD Hospital at Arlington LP 801 I-20 West Arlington TX 76107 203571243 Hospital TX Texas Health Resources related 6898199 31531839 0.51000 AMH Health Ventures Inc 800 W Randol Mill Road Arlington TX 76012 752141114 Computer & Billing Services TX Arlington Memorial Hospital C-Corp PH Denton Physicians Inc 3000 N Interstate 35 Denton TX 76201 261696945 Physician Services TX Texas Health Presbyterian Hospital Denton C-Corp Biomedical Advancement Center Inc 612 E Lamar Blvd Arlington TX 76011 752636884 Inactive TX Texas Health Research Education Institute C-Corp Texas Health Resources Casualty Company c/o AON Insurance 76 St Paul 5th floor Burlington VT 05401 030310676 Insurance VT Texas Health Resources C-Corp 19420 308157 1.00000 Charitable Remainder Trusts 5 612 E Lamar Blvd Arlington TX 76011 TX N/A true true true true true true true true true true true true true