METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC (EIN 74-1287016)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202033079349300703
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T07:04:25-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 HOUSTON ST STE 600 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741287016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Methodist Healthcare Ministries | BusinessNameLine1Txt |
| Business Name Line2 | of South Texas Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Tony LoBasso CFO | InCareOfNm |
| Business Name Control | METH | BusinessNameControlTxt |
| Phone | 2106920234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4507 Medical Drive | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782294401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tony LoBasso | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2106920234 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELVA SCOTT | PreparerPersonNm |
| PTIN | P01207335 | PTIN |
| Phone | 8173351900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.56.5.91 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75303520203075000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FC0B4FD89879911EF032AFDBB4CCF2F2294AF6BF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 514CCA9FAAD99E40AE1E1127FCFA01BF8E073EA4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jamie Wesolowski | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4507 Medical Drive | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782294401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $342,605,927 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mhm.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Mission Statement: "Serving Humanity to Honor God" Vision Statement: "To be the leader for improving wellness of the least served". | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 532 | TotalEmployeeCnt |
| Total Volunteers | 163 | TotalVolunteersCnt |
| Total Gross UBI | $28,377 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,235,104 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,445,043 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $119,764,456 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $152,940,662 | CYProgramServiceRevenueAmt |
| PY Investment Income | $46,650,707 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,739,793 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,656,559 | PYOtherRevenueAmt |
| CY Other Revenue | $2,856,600 | CYOtherRevenueAmt |
| PY Total Revenue | $173,306,826 | PYTotalRevenueAmt |
| CY Total Revenue | $207,982,098 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,883,247 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,916,310 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,162,353 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,436,177 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,280,481 | PYOtherExpensesAmt |
| CY Other Expenses | $30,224,889 | CYOtherExpensesAmt |
| PY Total Expenses | $98,326,081 | PYTotalExpensesAmt |
| CY Total Expenses | $78,577,376 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $74,980,745 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $129,404,722 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,141,912,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,281,813,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,290,521 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,362,158 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,102,622,074 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,268,451,042 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN FURTHERANCE OF THE FOUNDERS' VISION OF "SERVING HUMANITY TO HONOR GOD," METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS, INC. (MHM) HAS A TWO-FOLD MISSION, BOTH EQUALLY IMPORTANT: TO IMPROVE THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF THOSE LEAST SERVED IN THE RIO TEXAS CONFERENCE AREA OF THE UNITED METHODIST CHURCH, WHICH CONSISTS OF 74 COUNTIES ACROSS SOUTH TEXAS; AND AS THE LOCAL HALF-OWNER OF METHODIST HEALTHCARE SYSTEM (MHS) - THE LARGEST HEALTHCARE SYSTEM IN SOUTH TEXAS - MHM IS COMMITTED TO ENSURING MHS CONTINUES TO BE A BENEFIT TO THE COMMUNITY BY PROVIDING QUALITY CARE TO ALL AND CHARITABLE CARE WHEN NEEDED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,753,981 | ExpenseAmt |
| Grant | $10,753,981 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SINCE 1996, MHM HAS PROVIDED COMMUNITY GRANTS TO PARTNERS THAT SHARE IN ITS MISSION OF SERVING THE LEAST SERVED: LOW-INCOME FAMILIES AND THE UNINSURED, AND THAT ARE SUCCESSFULLY DELIVERING HEALTHCARE AND SOCIAL SERVICES TO THIS POPULATION IN THEIR RESPECTIVE COMMUNITIES THROUGHOUT SOUTH TEXAS. SHORT-TERM GRANTS INCLUDE DIRECT SERVICES TO PATIENTS AS WELL AS CAPITAL FUNDING FORCONSTRUCTION OF NEW AND/OR RENOVATIONS TO EXISTING FACILITIES USED FOR THE DELIVERY OF SERVICES. IN ADDITION TO PROVIDING GRANTS, MHM WAS AWARDED A FEDERAL GRANT BY THE SOCIAL INNOVATION FUND (SIF), A PROGRAM OF THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE (CNCS) THAT COMBINES PUBLIC AND PRIVATE RESOURCES TO GROW THE IMPACT OF INNOVATIVE, COMMUNITY-BASED SOLUTIONS THAT HAVE COMPELLING EVIDENCE OF IMPROVING THE LIVES OF PEOPLE IN LOW-INCOME COMMUNITIES THROUGHOUT THE UNITED STATES. THROUGH THIS GRANT MHM DEVELOPED THE S TEXAS: SOCIAL INNOVATION FOR A HEALTH SOUTH TEXAS PROJECT, FOCUSING ON INTEGRATED BEHAVIORAL HEALTH MODELS THAT ARE EFFECTIVELY IMPROVING HEALTH OUTCOMES IN SOUTH TEXAS COMMUNITIES WITH HIGH RATES OF POVERTY, DEPRESSION, DIABETES, OBESITY, AND ASSOCIATED RISK FACTORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,830,525 | ExpenseAmt |
| Grant | $162,329 | GrantAmt |
| Revenue | $117,967 | RevenueAmt |
| Desc | MHM OWNS AND OPERATES TWO PRIMARY CARE CLINICS AT TWO LOCATIONS - WESLEY HEALTH & WELLNESS CENTER AND THE BISHOP ERNEST T. DIXON, JR. CLINIC - IN SAN ANTONIO WHERE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES ARE OFFERED TO UNINSURED INDIVIDUALS AND FAMILIES WHO DO NOT QUALIFY FOR ANY TYPE OF BENEFITS SUCH AS MEDICAID OR MEDICARE. SERVICES ARE BASED ON A SLIDING-SCALE FEE, HOUSEHOLD INCOME AND FAMILY SIZE. HOWEVER, NO ONE IS DENIED BASED ON THEIR ABILITY TO PAY. MHM ALSO OPERATES SCHOOL BASED HEALTH CENTERS WHICH PROVIDE PRIMARY MEDICAL CARE, DENTAL CARE, AND COUNSELING TO SCHOOL-AGE CHILDREN AND THEIR SIBLINGS UP TO THE AGE OF 21 IN TWO SCHOOL DISTRICTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,346,978 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE WESLEY NURSE PROGRAM SPANS 86 SITES THROUGHOUT SOUTH TEXAS, AND IS MHM'S LARGEST GEOGRAPHIC OUTREACH PROGRAM. A KEY COMPONENT WESLEY NURSES UNDERTAKE IN THEIR COMMUNITIES IS PROVIDING HEALTH EDUCATION, HEALTH PROMOTION, AND FACILITATION OF RESOURCES. WHILE THE WESLEY NURSE PROGRAM IS A COMPONENT OF MHM'S ECUMENICAL OUTREACH, AND LOCATED WITHIN CHURCHES, IT DOES NOT TEACH A PARTICULAR SET OF DENOMINATIONAL BELIEFS. ALL WESLEY NURSE PROGRAMS ARE FREE AND ALL MEMBERS OF THE COMMUNITY ARE WELCOME. PROGRAMS ARE OFFERED TO GROUPS OR ON AN INDIVIDUAL BASIS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $22,992,473 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $152,822,695 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $65,923,957 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 243 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 532 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tony LoBasso CFO | PersonNm |
| Phone | 2106920234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4507 Medical Drive | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Jaime Wesolowski | ||||||||
| PRESIDENT & CEO | 39.0 | 1.0 | Yes (X) | $513,753 | $0 | $67,339 | ||
| George Thomas | ||||||||
| COO (TERM 1/7/19) | 39.0 | 1.0 | Yes (X) | $378,176 | $0 | $2,787 | ||
| Anthony LoBasso | ||||||||
| Chief Financial Officer | 39.0 | 1.0 | Yes (X) | $269,273 | $0 | $59,409 | ||
| Xochy Hurtado | ||||||||
| COO (BEG 5/6/19) | 39.0 | 1.0 | Yes (X) | $264,151 | $0 | $25,938 | ||
| Oanh Maroney-Omitade | ||||||||
| VP of Clinical Operations | 40.0 | 0.0 | $183,889 | $0 | $57,942 | Yes (X) | ||
| Jennifer Knoulton | ||||||||
| VP of Regional Operations | 40.0 | 0.0 | $176,196 | $0 | $44,190 | Yes (X) | ||
| Cynthia McCloy | ||||||||
| VP of Accounting & Controller | 40.0 | 0.0 | $185,253 | $0 | $30,005 | Yes (X) | ||
| Bridget Lamme-Kerr | ||||||||
| Director of Human Resources | 40.0 | 0.0 | $165,930 | $0 | $25,022 | Yes (X) | ||
| DeAnna Bokinsky | ||||||||
| VP STRATEGIC PLANNING & GROWTH | 40.0 | 0.0 | $158,606 | $0 | $14,242 | Yes (X) | ||
| Douglas W Becker | ||||||||
| TREASURER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Alice H Gannon | ||||||||
| Chair | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michael J Lane MD | ||||||||
| Chair Elect | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| George N Ricks | ||||||||
| Immediate Past Chair | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michael F Porter Jr | ||||||||
| Vice Chair (beg 6/27/19) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Lavonne Garrison | ||||||||
| Vice Chair | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Sam Dawson | ||||||||
| Secretary | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Marc Raney | ||||||||
| DIR. NON-VOTING (BEG 6/27/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| R Dan Johnson | ||||||||
| DIRECTOR NON-VOTING | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Mindi Alterman | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Karen Angelini | ||||||||
| Director (beg 6/27/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Bonnie K Berry | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Raymond Chacon | ||||||||
| Director (beg 6/27/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Rinaldo J Gonzalez | ||||||||
| Director (TERM 6/26/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Susan Hellums | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Susan W Holmes | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| John Hornbeak | ||||||||
| Director (beg 6/27/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Joe E Johnston | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Margaret A Kelley M | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Alan Kramer | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Ashley Landers | ||||||||
| Director (beg 6/27/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Barbara Lyons | ||||||||
| Director (beg 6/27/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Nancy F May | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Lott McIlhenny | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Sam O'Krent | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Kerwin Overby | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jim Rice | ||||||||
| Director (beg 6/27/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Thomas Sander | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Rev Virgilio Vazquez- | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Pendleton Wickersham | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Bishop Robert Schanse | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Rev Cynthia Engstrom | ||||||||
| Director (beg 6/27/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Rev Greg Hackett | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Rev Javier Leyva | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Rev Laura Merrill | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Rev Charles Stephens | ||||||||
| Director (TERM 6/26/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Scott D Bryan | ||||||||
| Director Non-Voting | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Blas S Catalani II | ||||||||
| DIR. NON-VOTING (TERM 6/26/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| James A Garcia | ||||||||
| Director Non-Voting | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Richard T Gilby | ||||||||
| DIR. NON-VOTING (TERM 6/26/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| John F Stoll MD | ||||||||
| DIR. NON-VOTING (TERM 6/26/19) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Dudley Harral | ||||||||
| Director Non-Voting | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Claudia Hura MD | ||||||||
| DIR. NON-VOTING (BEG 6/27/19) | 2.0 | 2.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,295,227 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $326,874 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SENDERO WEALTH MANAGEMENT | |||||
| 250 W NOTTINGHAM SUITE 300 | SAN ANTONIO | TX | 78209 | INVESTMENT MANAGER | $649,524 |
| BALYASNY ASSET MANAGEMENT | |||||
| 444 W LAKE STREET 50TH FLOOR | CHICAGO | IL | 60606 | INVESTMENT MANAGER | $641,906 |
| AFFINITI HEALTH LLC | |||||
| 5145 BRAWNER PLACE | ALEXANDRIA | VA | 22304 | IT CONSULTANT | $597,964 |
| CHATHAM ASSET MANAGEMENT | |||||
| 25 MAIN ST STE 204 | CHATHAM | NJ | 07928 | INVESTMENT MANAGER | $469,899 |
| CARLSON CAPITAL MANAGEMENT | |||||
| 2100 MCKINNEY AVEUNUE STE 1800 | DALLAS | TX | 75201 | INVESTMENT MANAGER | $459,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,290,480 | GovernmentGrantsAmt |
| All Other Contributions | $154,563 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $4,445,043 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ORDINARY INCOME FROM MHS | 622110 | $152,779,268 | $152,748,791 | $30,477 | $0 |
| CLINIC REVENUE-DIRECT MHM | 621498 | $117,967 | $117,967 | $0 | $0 |
| WESLEY KITCHEN-DIRECT MHM | 900099 | $43,427 | $43,427 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $152,940,662 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,767,143 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,100 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,769,243 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,533,683 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,835,268 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,698,415 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,698,415 | TotalRevenueColumnAmt |
| Exclusion | $2,698,415 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,761,211 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $127,788,561 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,972,650 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,972,650 | TotalRevenueColumnAmt |
| Exclusion | $24,972,650 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $158,185 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $158,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $158,185 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $207,982,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,910,185 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,377 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,598,493 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,753,981 | TotalAmt |
| Program Services | $10,753,981 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,329 | TotalAmt |
| Program Services | $162,329 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,580,826 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,580,826 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,333,603 | TotalAmt |
| Program Services | $23,845,984 | ProgramServicesAmt |
| Management And General | $3,487,619 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,613,750 | TotalAmt |
| Program Services | $1,329,544 | ProgramServicesAmt |
| Management And General | $284,206 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,884,249 | TotalAmt |
| Program Services | $3,902,771 | ProgramServicesAmt |
| Management And General | $981,478 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,023,749 | TotalAmt |
| Program Services | $1,725,443 | ProgramServicesAmt |
| Management And General | $298,306 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,194 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $118,194 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,750 | TotalAmt |
| Program Services | $19,250 | ProgramServicesAmt |
| Management And General | $59,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,058 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,806,058 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,608,540 | TotalAmt |
| Program Services | $9,564,860 | ProgramServicesAmt |
| Management And General | $1,043,680 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,739 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $75,739 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,600,284 | TotalAmt |
| Program Services | $1,375,958 | ProgramServicesAmt |
| Management And General | $224,326 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,595 | TotalAmt |
| Program Services | $1,156,435 | ProgramServicesAmt |
| Management And General | $765,160 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,817 | TotalAmt |
| Program Services | $1,021,162 | ProgramServicesAmt |
| Management And General | $315,655 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078,950 | TotalAmt |
| Program Services | $923,169 | ProgramServicesAmt |
| Management And General | $155,781 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,265 | TotalAmt |
| Program Services | $174,663 | ProgramServicesAmt |
| Management And General | $62,602 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,150,336 | TotalAmt |
| Program Services | $1,812,573 | ProgramServicesAmt |
| Management And General | $337,763 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,342 | TotalAmt |
| Program Services | $193,320 | ProgramServicesAmt |
| Management And General | $87,022 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PHARMACY | $2,459,592 | $2,459,592 | $0 | $0 |
| K-1 EXPENSES | $2,228,372 | $2,228,372 | $0 | $0 |
| DUES/SUBSCRIPTIONS | $759,656 | $635,316 | $124,340 | $0 |
| DENTAL SUPPLIES | $598,976 | $598,976 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,785,423 | TotalAmt |
| Program Services | $1,940,258 | ProgramServicesAmt |
| Management And General | $845,165 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,577,379 | TotalAmt |
| Program Services | $65,923,957 | ProgramServicesAmt |
| Management And General | $12,653,422 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,063 | BOYAmt |
| EOY | $3,177,556 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,759,850 | BOYAmt |
| EOY | $19,943,398 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,752 | BOYAmt |
| EOY | $28,626 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,030 | BOYAmt |
| EOY | $1,030,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,762,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,257,072 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,422,500 | BOYAmt |
| EOY | $36,505,464 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,436,854 | BOYAmt |
| EOY | $452,349,407 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,068,936 | BOYAmt |
| EOY | $107,700,547 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,097,501 | BOYAmt |
| EOY | $660,854,223 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,109 | BOYAmt |
| EOY | $223,277 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,141,912,595 | BOYAmt |
| EOY | $1,281,813,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,956,251 | BOYAmt |
| EOY | $6,609,282 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,309,810 | BOYAmt |
| EOY | $6,710,302 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,460 | BOYAmt |
| EOY | $42,574 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,290,521 | BOYAmt |
| EOY | $13,362,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,522,074 | BOYAmt |
| EOY | $1,268,351,042 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,622,074 | BOYAmt |
| EOY | $1,268,451,042 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,141,912,595 | BOYAmt |
| EOY | $1,281,813,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $129,404,719 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,615,408 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$22,191,159 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Methodist Healthcare Ministries of South Texas, Inc. has a dual public charity status as a section 509(a)(1) and a section 509(a)(3) supporting organization. Methodist Healthcare Ministries of South Texas, Inc. is a hospital and supports the Rio Texas Conference of the United Methodist Church. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $3,000 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $120,413 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $74,583 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $9,063 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $29,269 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $236,328 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES: FUNDING FOR PARTNERS TO FORMALLY COORDINATE A COALITION THAT WILL FOCUS ON MOBILIziNG INTERESTED STAKEHOLDERS TO WORK WITH STATE LEADERS TO IMPROVE POLICIES AND INCREASE FUNDING FOR HEALTH SERVICES AND ACCESS TO CARE IN TEXAS; EXPLORE AND DISCUSS STRATEGIES FOR LEGISLATIVE SESSIONS; REGISTRATION FEES AND MEMBERSHIP DUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,109 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,239 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,071 | OtherExpendituresAmt |
| End Year Balance | $223,277 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,922 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,489 | OtherExpendituresAmt |
| End Year Balance | $207,109 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,142 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,791 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,011 | OtherExpendituresAmt |
| End Year Balance | $218,922 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,733 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,419 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,010 | OtherExpendituresAmt |
| End Year Balance | $206,142 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $208,344 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$451 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,160 | OtherExpendituresAmt |
| End Year Balance | $201,733 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.55000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,875,759 | OtherCostOrOtherBasisAmt |
| Book Value | $3,875,759 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $41,808,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,043,952 | DepreciationAmt |
| Book Value | $28,764,152 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $38,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,686 | DepreciationAmt |
| Book Value | $14,641 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,539,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,919,997 | DepreciationAmt |
| Book Value | $2,619,504 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,500,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,269,437 | DepreciationAmt |
| Book Value | $1,231,408 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,505,464 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (15 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SEI STRUCTURED CREDIT FUND LP | $1,213,739 | F |
| SEI ENERGY DEBT FUND LP | $1,463,118 | F |
| SEI CORP PROPERTIES FUND, LP | $1,234,455 | F |
| INCUBE VENTURES II, LP | $730,603 | C |
| TARGETED TECH. FUND II, LP | $206,229 | C |
| TARGETED TECH. FUND I, LP | $162,945 | C |
| SEI GLOBAL PRIVATE ASSETS IV | $353,284 | F |
| OVERSEAS CAP PARTNERS, INC. | $159,071 | F |
| DOUBLE BLACK DIAMOND LTD | $3,066,510 | F |
| BALYASNY ATLAS GLOBAL INV LTD | $22,516,542 | F |
| EVANSTON WEATHERLOW OFFSHORE F | $37,038,853 | F |
| ACL ALTERNATIVE FUND SAC LTD | $15,430,677 | F |
| CHATHAM ASSET HIGH YIELD OFFSH | $18,463,272 | F |
| SEI SPECIAL SITUATIONS FUND LP | $2,702,547 | F |
| TEXAS METHODIST FOUNDATION | $2,958,702 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $107,700,547 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY OWNERSHIP IN METHODIST | Desc |
| Book Value | $660,854,223 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $660,854,223 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Intended use of endowment funds | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART V, LINE 4: MHM'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. ASC 740 ACCOUNTING FOR INCOME TAXES In May 2006, the state of Texas enacted legislation that replaced the franchise tax with a new "margin tax," which was effective for tax reports due on or after January 1, 2008, and which computes the tax based on business done in calendar years beginning after December 31, 2006. The legislation expanded the number of entities covered by the Texas franchise tax and specifically included limited partnerships as subject to the margin tax, which for financial reporting purposes, is considered an income tax under Accounting Standards Codification Topic 740 (ASC 740), Income taxes. Income tax expense was approximately $4.8 million for the year ended December 31, 2019, and $4.0 million for the year ended December 31, 2018. Income tax payable was approximately $2.8 million at December 31, 2019, and $2.4 million at December 31, 2018. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500. | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $81,159,364 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,780,649 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $75,378,715 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08090 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $95,576,048 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $149,355,490 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $535,889 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $433,028 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $102,861 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $177,271,301 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $155,569,167 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $75,481,576 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08100 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $56,911,760 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $637,486 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $56,274,274 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06040 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,739,858 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $46,466 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,693,392 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00180 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,916,310 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,916,310 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01170 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $69,567,928 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $683,952 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $68,883,976 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07390 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $246,839,229 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $156,253,119 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $144,365,552 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.15490 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $11,438,980 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $490,408 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $216,584,848 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $220,863,595 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$4,278,747 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (6 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| METH AMB SUR CTR MC | |||
| FREESTANDING ASC | 0.603 | 0.0 | 0.397 |
| METH AMB SUR CTR MC | |||
| FREESTANDING ASC | 0.628 | 0.0 | 0.372 |
| CTR SPECIAL SURGERY | |||
| FREESTANDING ASC | 0.51 | 0.0 | 0.49 |
| METH AMB SUR CTR | |||
| FREESTANDING ASC UNDER CONST | 0.74 | 0.0 | 0.26 |
| METH AMB SUR CTR | |||
| FREESTANDING ASC UNDER CONST | 0.51 | 0.0 | 0.49 |
| COMP RAD MGMT SVCS | |||
| IMAGING SERVICES | 0.5 | 0.0 | 0.5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 9 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (9 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | Childrens HospitalChildrensHospitalInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| METHODIST HOSPITAL AMBULATORY SURGERY | |||||||||||
| 1 | 9150 HUEBNER RD SUITE 100 | SAN ANTONIO | TX | 78229 | www.SAHealth.com | 000154 | Yes (X) | Yes (X) | Yes (X) | A | |
| METHODIST CHILDREN'S HOSPITAL | |||||||||||
| 2 | 7700 FLoyd Curl Drive | SAN ANTONIO | TX | 78229 | www.SAHealth.com | 000154 | Yes (X) | Yes (X) | A | Yes (X) | |
| METROPOLITAN METHODIST HOSPITAL | |||||||||||
| 3 | 1310 McCullough Avenue | SAN ANTONIO | TX | 78212 | www.SAHealth.com | 000154 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Specialty & Transplant | |||||||||||
| 4 | 8026 Floyd Curl Drive | SAN ANTONIO | TX | 78258 | www.SAHealth.com | 000154 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Stone Oak Hospital | |||||||||||
| 5 | 1139 E Sonterra Boulevard | SAN ANTONIO | TX | 78223 | www.SAHealth.com | 008741 | Yes (X) | Yes (X) | Yes (X) | A | |
| Northeast Methodist Hospital | |||||||||||
| 6 | 12412 Judson Road | SAN ANTONIO | TX | 78229 | www.SAHealth.com | 000154 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Texsan Hospital | |||||||||||
| 7 | 6700 IH 10 West | SAN ANTONIO | TX | 78201 | www.SAHealth.com | 000154 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Ambulatory Surgery Hospital | |||||||||||
| 8 | 9150 Huebner Road Suite 100 | JOURDANTON | TX | 78026 | www.SAHealth.com | 000681 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Hospital South | |||||||||||
| 9 | 1905 Highway 97 East | SAN ANTONIO | TX | 78240 | www.SAHealth.com | 100391 | Yes (X) | Yes (X) | Yes (X) | A | |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 19 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| Other | Yes (X) | OtherInd |
| CHNA Conducted | 19 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V, SECTION C | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | SEE PART V, SECTION C | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 19 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 500. | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Other Method | Yes (X) | OtherMethodInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V, SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V, SECTION C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART V, SECTION C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Sec B, Line 3e: | THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY IDENTIFIED IN EACH HOSPITAL FACILITY'S CHNA ARE PRESENTED AS A PRIORITIZED DESCRIPTION. |
| Schedule H, Part V, Sec B, Line 3J: | In 2019, each Methodist Hospital, as well as the System, adopted the health priority areas based upon the Bexar County Community Health Assessment (undertaken by The Health Collaborative), the Bexar County Community Health Improvement Plan (CHIP) and the SA 2020 goals. Additional information about The Health Collaborative's assessment process is noted below. It is important to note that the five priority areas identified in the prior CHNA have not changed in the 2019 plan. In 2013, MHS's implementation strategy, including an execution plan and prioritization of health needs, services and metrics for each hospital were presented to and approved by the MHS Community Benefits Committee, the MHS Community Board, the MHS Board of Governors, and the Methodist Healthcare Ministries Board of Governors. In 2016, the MHS Community Benefits Committee, the MHS Community Board and the MHS Board of Governors approved the implementation strategy for 2017 - 2019. In 2019, the MHS Community Benefits Committee, the MHS Community Board and the MHS Board of Governors approved the implementation strategy for 2020-2022. In order to assess the rural areas Methodist Healthcare serves, MHS utilized assessment information from the Regional Healthcare Partnership 6 Plan submitted to the Texas Health and Human Services Commission as part of the Medicaid 1115 Waiver Program. University Healthcare System (RHP6 Anchor) lead this process which included multiple meetings, conference calls and public forums. Participants in this process included hospital CEOs, county judges, county commissioners, physicians from the University of Texas Health Science Center at San Antonio, University Health System and Christus Santa Rosa. Input was also obtained from federally qualified health centers, home health agencies, city government officials, indigent care coordinators, advocacy groups and Healthcare Access San Antonio. MHM and MHS are members of The Health Collaborative (THC) which consists the following members: Appdiction Studios, Baptist Health System, Christus Santa Rosa Health System, Bexar County Department of Community Resources, Community First Health Plans, San Antonio Metropolitan Health District (Metro Health), Our Lady of the Lake University, San Antonio Clubhouse, University Health System, the University of The Incarnate Word, The UT Health Science Center at San Antonio Dept. of Family and Community Medicine, the YMCA and community members at large. Funders of THC Community Health Assessment are Baptist Health Foundation, Bexar County, the Kronkosky Charitable Foundation, the United Way of San Antonio, San Antonio Metropolitan Health Department and MHM. As noted above, Methodist Healthcare System is a partner of The Health Collaborative. The Collaborative undertakes a county-wide community assessment study every three years to guide the community health strategic planning process. For the 2019 assessment process, the Collaborative shifted to a regional focus, expanding the assessment to include Bexar County, and Atascosa County. Atascosa County is located just south of Bexar County, however the assessment noted marked differences in many social determinants as well as differences in health behaviors and risk. The Health Collaborative also indicated in the preface to the 2019 plan, that it will continue to expand the regional focus in future plans, adding one or two adjoining counties in future assessments until all counties surrounding Bexar County are included. The Health Collaborative contracted with Community Information Now (CI:Now), a nonprofit local data intermediary serving south central Texas, for quantitative data collection and analysis and for development of the assessment narrative. Under the supervision of Dr. Melissa Valerio-Shewmaker, graduate students at the UTHealth Houston School of Public Health in San Antonio assisted in developing the focus group questions and conducting the groups themselves. School of Public Health staff Ms. Kate Martin and Ms. Sonia Ramos conducted the key information interviews. The Health Collaborative staff handled all focus group and key informant interview recruitment and scheduling. All qualitative analysis was conducted by Dr. Caroline Bergeron, Ms. Jordan McIlveen, and Ms. Jennifer Quackenbush at the Health Collaborative. The 2019 Assessment contains quantitative data on approximately 150 indicators, each broken out by race/ethnicity group and sub-county geography (Zip Code Tabulation Area [ZCTA], sector, census tract or block group) wherever possible. Indicators were also disaggregated by age group and sex where those variables were thought to add critical information. The list of indicators was developed over several months in the summer and fall of 2018. An extensive list of candidate indicators and issues was generated using past assessments, the Community Health Improvement Plan, Health People 2020, the Agency for Healthcare Research and Quality County Health Rankings, SA2020, local subject matter experts, and a number of references on the "upstream" social, economic, and environmental conditions that affect health. To narrow the list, the Community Needs Assessment Steering Committee used an anonymous digital survey to rate each indicator as high, medium, or low priority, suggesting modifications to the indicator if desired. Indicators rated as low priority with a high level of agreement (about 65% or more of responding members) were dropped without discussion, and high-agreement, high-priority measures were included without discussion. Those without clear consensus were discussed until general agreement was reached. Budget constraints prevented the inclusion of some indicators on which there was agreement but for which the data was especially time consuming to find, acquire and/or calculate. The following sources were used heavily for the 2019 Assessment: - Population and housing data from the U.S. Census Bureau 2010 Summary File 1 - Population estimates and projections from the Texas State Demographic Center at the University of Texas at San Antonio - Physical, social, and economic conditions data from the U.S. Census Bureau American Community Survey One-Year Estimates, Five-Year Estimates, and Supplemental Estimates - Crime data from the U.S. Department of Justice Uniform Crime Report - Behavioral Risk Factor Surveillance System (BRFSS), vital statistics, injury, blood lead, hospital discharges, hospital bed, and health professions data from the Texas Department of State Health Services Health Data query system and by special request - Medicaid and public health benefits data from the Texas Health and Human Services Commission - Mortality data from the CDC WONDER query system - Motor vehicle crash data from the Texas Department of Transportation - Communicable disease and vital statistics data from the Texas Department of State Health Services - The Witte Museum Finally, data is collected at the neighborhood level with the intent of describing the social contexts that possible give rise to health-related behaviors described in the Health Profiles and BRFSS survey data. Discussion groups and interviews were conducted city-wide with over 160 participants, ranging from community residents, service providers, government staff and officials, and advocates for the health of Bexar County's low-income, medically-underserved and minority populations. These interviews and meetings took place during March and May of 2019. The Health Collaborative contracted with Community Information Now (CI:Now), a local data intermediary serving south central Texas, for quantitative data collection and analysis for development of the assessment narrative. Using information from the 2016 Collaborative's Community Health Needs Assessment, as well as other data, Methodist Healthcare System developed individual plans for each campus, which included a 3-Year plan for 2017-2019. The implementation strategy includes the following: communication plan, priority initiative work plan, role and responsibility assignments, and measures/indicators for success along with baseline data. Additional monitoring of the plan will occur through the quarterly community benefits reports to the MHS Community Benefits Committee and the annual charity care report. The 2017-2019 plan has been approved by the MHS Community Benefits Committee, the MHS Community Board, and the MHS Board of Governors. Methodist Healthcare System used information from the Collaborative's 2019 Community Health Needs Assessment to develop a 3-Year Plan for 2020-2022. Like the implementation strategy developed for the 2017-2019 plan, the plan for 2020-2022 includes a communication plan, a priority initiative work plan, role and responsibility assignments, and measures/indicators for success. Monitoring will continue through the quarterly reports to the MHS Community Benefits Committee, and the MHS Annual Charity Care Report. The 2020-2022 plan has been approved by the MHS Commu |
| Schedule H, Part V, Sec B, Line 5: | As noted above, discussions and interviews were held with multiple stakeholders in the community. Key regional groups and city officials included the following: Haven for Hope, University Health System, National Alliance on Mental Health Illness, San Antonio Food Bank, Bexar County Economic Development, San Antonio Housing Authority, CommuniCare, San Antonio Metropolitan Health District, Healthy Futures of Texas, The Rivard Report, Roy Maas Youth Alternatives, Nelson Woff, J.D. - Bexar County Judge, and Northside Independent School District. Other discussion groups included individuals representing faith organizations, social service providers, hospitals, public health leaders, academic researchers, community planning agencies, community focused organizations, individual community members, and business leaders. |
| Schedule H, Part V, Sec B, Line 6A: | The community needs assessment was conducted with the following hospital facilities: Methodist Healthcare System (Methodist Hospital, Methodist Children's Hospital, A Campus of Methodist Hospital, Methodist Specialty and Transplant Hospital, A Campus of Methodist Hospital, Metropolitan Methodist Hospital, A Campus of Methodist Hospital, Northeast Methodist Hospital, A Campus of Methodist Hospital, Methodist Texsan Hospital, A Campus of Methodist Hospital, Methodist Stone Oak Hospital, Methodist Ambulatory Surgery Hospital - Northwest, Methodist Hospital South ); Baptist Health System (Baptist Medical Center, North Central Baptist Hospital, Mission Trails Baptist Hospital, St. Luke's Baptist Hospital, Northeast Baptist Hospital); Christus Santa Rosa Health System (Christus Santa Rosa Medical Center, Christus Santa Rosa Westover Hills, Children's Hospital of San Antonio) and University Hospital. |
| Schedule H, Part V, Sec B, Line 6B: | In addition to the hospital facilities listed above, the community health needs assessment was conducted in conjunction with the following non-hospital organizations: Appdiction Studio, Bexar County Department of Community Resources, Community First Health Plans, Interlex Communications, Methodist Healthcare Ministries of South Texas, Inc., the City of San Antonio Metropolitan Health District, Our Lady of the Lake University, San Antonio Clubhouse, the University of the Incarnate Word, the UT Health Science Center at San Antonio Department of Family and Community Medicine, the YMCA of Greater San Antonio, and community members at large. |
| Schedule H, Part V, Sec B, Line 7a: | https://sahealth.com/ABOUT/COMMUNITY/INDEX.DOT Schedule H, Part V, Sec B, Line 7B: http://HEALTHCOLLABORATIVE.NET/REPORTS/ |
| Schedule H, Part V, Sec B, Line 10A: | https://sahealth.com/ABOUT/COMMUNITY/INDEX.DOT |
| Schedule H, Part V, Sec B, Line 11: | As noted above, Methodist Healthcare System has developed a Community Health Improvement Plan based on the Community Health Needs Assessment. Priorities and specific tactics include the following, with the initial implementation in 2014, and yearly updates through 2022: Community Health Priority No. 1: Healthy Eating and Active Living - Community Goal - To foster social change and strengthen positive behaviors around healthy eating and active living to ensure access to nutritious foods and built environments that enable all residents to make healthy choices and lead healthy lives. Tactics - Community Health Priority No. 1: - Host one HeartCheck health fair. The health fair will be held in lower socioeconomic neighborhoods providing the community glucose, blood pressure, full lipid panel cholesterol and BMI checks, as well as literature. Methodist Healthcare anticipates screening 200 participants in 2019. Methodist did not hold a Heart Check Health Fair in 2019. - Host two Cardiac Connections Series with focus on hypertension, diabetes and hyperlipidemia. Each event is led by physicians and medical professionals. Methodist Healthcare anticipates 1500 attendees throughout 2019. Methodist hosted 6 events, providing information to 1,217 attendees. - Provide HeartMatters/StrokeMatters, a free resource to the community. Methodist anticipates that 20,000 members of the community will receive this magazine in 2019. In 2019, the magazine was distributed to 20,000 individuals. - Methodist Healthcare will email e-newsletters to over 12,000 subscribers on Heart, Women's Services and Children's Services each month in 2019. In 2019, a total of forty four e-newsletters were mailed. - Produce "Keeping Well", a community health and wellness magazine published three times per year and available in electronic and hard copy format. Methodist Healthcare anticipates a readership of 250,000 in 2019. Three editions of this magazine were published in 2019. - Methodist Healthcare's employer solutions program, HealthPOWER, will partner with 195 local business which participate in Methodist Healthcare-sponsored wellness activities, including challenge weigh-ins, glucose and blood pressure checks. In 2019, Methodist Healthcare reached 8,644 individuals at 55 different events. - Offer more than 600 55PLUS sponsored line dancing classes with an anticipated attendance total of greater than 7,000 in 2019. Methodist sponsored 1,321 events--Line Dancing, Walker Wellness, and Silver Sneakers (in conjunction with the YMCA) - during 2019 10,746 individuals attended these events. - Utilize social media to push health and wellness topics, including topics related to healthy eating and active living to the community via Facebook, Twitter and Instagram at least two times per week. Methodist Healthcare anticipates an increase in Twitter followers to 6,500 and Facebook to 20,500 in 2019. Actual results for 2019: 4,563 Twitter followers, 24,345 Facebook Fans, and 4,446 Instagram followers. - Donate/sponsor to the following nonprofits: American Heart Association, American Cancer Society, Leukemia and Lymphoma Society, Multiple Sclerosis Society, American Heart Association, Women and Girls' Development, Harper's Embrace, WINGS, Shared Beat, American Diabetes Association Expo, as well as other medically related non-profits. Methodist expects to donate $170,000 in 2019. Actual donations in 2019 totaled $393,055. - Continue involvement with Healthy Me (formerly Project Measure Up) in partnership with the Health Collaborative (THC). Methodist Healthcare participates in this surveillance and service program aimed at decreasing the prevalence of youth overweight and obesity in Bexar County through programs in area school districts. Project Measure UP is implemented in nine San Antonio school districts. Methodist Healthcare anticipates reaching over 10,000 lives in 2019. In 2019, there were 2,723 participants in the program. - Donate in kind printing to various non-profits including the Leukemia and Lymphoma Society, Multiple Sclerosis Society and others. The monetary value goal for printing is $25,000 in 2019. The monetary value of actual printed materials was $61,878 for 2019. - Hold a Cereal Drive to benefit the San Antonio Food Bank. In 2019, two Food Drives spanning six locations were held. 277,748 servings of cereal were collected in this drive. The Summer Food Drive collected 1.2 million servings. Community Health Priority No 2: Healthy Child and Family Development - Community Goal - To make pregnancy and early childhood the focus of system level changes that support health child and family development. Tactics: Community Health Priority No. 2: - Offer complimentary pregnancy testing through its five Family Health Centers. Methodist Healthcare anticipates providing 10,000 pregnancy tests in 2019. Methodist provided 3,591 tests in 2019 and referred 750 individuals. - Continue to offer Call-a-Nurse for Children - a telephone service offering free medical advice by trained emergency care pediatric nurses to parents of sick/injured children. The Call-a-Nurse for Children service is available from 5 p.m. to 8 a.m. Monday through Friday and around the clock on weekends and holidays. Methodist Healthcare anticipates receiving 50,000 calls during 2019. The Call-A-Nurse line received 27,762 calls in 2019. MHS Marketing is reviewing the decline, some of which is attributed to the availability of online resources. In addition, the market continues to see growth in the number of urgent care clinics, as well as extended hours and telemedicine consults for some pediatric practices. - Continue to operate a community phone-in health resource called HealthLine during normal business hours. The HealthLine offers physician referrals, including primary care physicians, family medicine, obstetricians and gynecologists through the DoctorSource program. Methodist Healthcare anticipates 8,600 physician referrals in 2019. Referrals to the physician specialties noted above were 8,992 in 2019. - Continue to teach proper car seat installation to the community through our Buckle Up Baby classes. Methodist Healthcare anticipates teaching the installation of a combined total 230 car seats in 2019 at Methodist Hospital, Metropolitan Methodist Hospital, Methodist Stone Oak Hospital and various community events. Eight car seats were distributed in 2019, and 263 car seats installed. - Offer the community parenting classes including Daddy Boot Camp, Breastfeeding, Getting Ready for Childbirth and Tour, Pets and Your Baby, CPR, NICU (Neonatal Intensive Care Unit) CPR, Beyond Baby Blues Class (Postpartum Depression) and childbirth education classes offered in Spanish to be held at Methodist Hospital, Metropolitan Methodist Hospital and Methodist Stone Oak Hospital. Methodist Healthcare anticipates a combined total of 995 classes with 15,000 attendees at the three hospitals. 9,749 individuals attended these classes in 2019. -Continue providing the community with free lactation consultations (in person and by phone). Methodist Healthcare anticipates a combined total of 40,000 consultations (including in person and by phone) in 2019 at Methodist Hospital, Metropolitan Methodist Hospital, Methodist Stone Oak Hospital and Methodist Women's Center. Methodist provided 41,073 consultations in 2019. - Partner with THC to promote immunizations of children and adults to improve community health. THC and Methodist Healthcare anticipate an increase in the Immunizations Collaborative (IZSA) partner list by 10 percent by 2019. The Health Collaborative did not offer this program in 2019, as other community partners provided this service. - Partner with THC to promote the San Antonio Health Literacy Initiative (SAHLI) to ensure literacy is a core component of community health so that families can understand health information and make informed health-related decisions. Methodist and THC sponsored six events in 2019 and 377 individuals attended. - Sponsor a Back to School Supply drive (new initiative in 2019). 3,400 items were donated in 2019. Community Health Priority No. 3: Safe Communities - Community Goal - To develop safe neighborhoods by identifying what works locally, planning how to replicate success in our neighborhoods, and enhancing systems that respond effectively to community identified safety needs. - Continue our involvement with Child Abuse Resource Education (CARE) team - an effort involving Methodist Healthcare, SAPD, Emergency Medical Services (EMS), local pediatricians and many more to objectively handle and support children and families affected by child abuse in 2019. Methodist coordinated thirty-two consults in 2019. - Continue our participation with the Sexual Assault Response Team. Methodist Healthcare funds this integrated community effort to treat sexual assault survivors with specially trained sexual assault nurse examiners (SANEs). Methodist Healthcare will assist with more than 500 sexual assault cas |
| Schedule H, Part V, Sec B, Lines 13B, 13H and 15E: | Methodist Healthcare System uses Federal Poverty Guidelines to determine eligibility. The following is a summary of the Charity Care Policy adopted by METHODIST HEALTHCARE SYSTEM AND METHODIST HEALTHCARE MINISTRIES: FINANCIAL ASSISTANCE ELIGIBILITY SYSTEM - Methodist requires the completion of an application, which allows for the collection of appropriate information. - Verification of family members in the household - Adults: patient, patient's spouse and any dependents. Minors: patient, patient's mother and father, and dependents of both. - Income calculation - Adults: sum of the total yearly gross income of the patient and the patient's spouse. Minors: total yearly gross income of the patient, and the patient's mother and father. - Documentation - various official income reporting documentation is required (e.g. W-2, Wage and Tax Statement, Pay Check Remittance and others). Documentation associated with the participation in a Public Benefit Program can be provided in lieu of income documentation (proof of participation indicates the patient has been deemed financially indigent and therefore is not required to provide income information). There is also a verification process in place for patients that do not have appropriate documentation. - ZIP Code Write-Off Eligibility - Methodist will accept uninsured residential indigent patients as eligible for charity Write-Off upon exhaustion of of insurance eligibility determination (i.e. Medicaid) and efforts to obtain a completed Charity application with supporting proof of income. The write-off will apply to all patient types. A residential indigent patient is an uninsured person who is accepted for care with no obligation or with a discounted obligation to pay for the services rendered, and lives in specifically defined ZIP codes--those with high poverty populations. For the year ended December 31, 2019, the charity care write off related to this eligibility process was $330.6 million ($237.2 million in 2018). Charity Eligibility Classifications - Financially Indigent - yearly income is less than or equal to 200% of the Federal Poverty Guidelines. - Medically Indigent - the amount owed by the patient after payment by all third-party payors must exceed ten percent of the patient's yearly income and the patient must be unable to pay the remaining bill. Acceptance by MHS is based on meeting either of two criteria: Yearly income must be greater than 200%, but less than or equal to 500% of the Federal Poverty Guidelines. Alternatively, patients with abnormally large accounts may qualify as catastrophically eligible when their remaining balance exceeds a specific percentage of their income. It is important to note that the guidelines applied for Catastrophic Eligibility range from 201% of the Federal Poverty Guidelines to over 1000% of the Federal Poverty Guidelines. |
| Schedule H, Part V, Sec B, Lines 16A-C: | https://sahealth.com/about/mission-values/financial-assistance-policy.dot |
| Schedule H, Part V, Sec B, Lines 16J and 20E: | MHS has taken steps over the past several years to heighten community awareness regarding MHS's charitable mission. Signs that prominently present information about the charity mission and guidelines are present at all points of admission. MHS also publishes a notice of its charity policy annually in the San Antonio Express-News. A patient brochure, entitled "A Guide to Your Hospital Bill", explains the hospital billing process and informs patients of the charity policy in the event they need financial assistance. Information about the Financial Assistance Policy is also available in English and Spanish on MHS's website www.sahealth.com. All Shared Service Center personnel receive training and an annual refresher course on the policy, and understand the crucial role they play in informing patients about the policy. Financial Counselors and Hospital Case Management staff educate patients and are available to assist them with the charity care application process. In addition to providing information during the admitting process, MHS continues to provide information about the availability of charity care assistance during the collection process for those patients who have been billed, but have not paid. Part V, Section B, Line 16G As noted above, MHS uses multiple methods to communicate and publicize financial assistance policies. Information Systems programming changes were implemented in 2019. These changes will allow a message about the financial assistance policies to print on patient billing statements. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 21 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| METHODIST AMBULATORY SURGERY CENTER - MC | ||||
| 4411 MEDICAL DRIVE SUITE 200 | SAN ANTONIO | TX | 78229 | FREESTANDING ASC Surgery Center |
| METHODIST AMBULATORY SURG CTR-N CENTRAL | ||||
| 19010 STONE OAK PARKWAY | SAN ANTONIO | TX | 78258 | FREESTANDING ASC Surgery Center |
| CTR FOR SPECIAL SURGERY TX CTR ATHL | ||||
| 21 SPURS LANE SL-100 | SAN ANTONIO | TX | 78240 | FREESTANDING ASC Surgery Center |
| METHODIST BOERNE EMERGENCY CENTER | ||||
| 134 MENGER SPRINGS | BOERNE | TX | 78006 | EMERGENCY DEPARTMENT |
| METROPOLITAN METHODIST EMERGENCY CTR | ||||
| 250 EAST BASSE ROAD 101 | SAN ANTONIO | TX | 78209 | EMERGENCY DEPARTMENT |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | TX CERTIFIED NONPROFIT HC CORPORATION |
| TEXAS INSTITUTE OF MEDICINE AND SURGERY | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | TX CERTIFIED NONPROFIT HC CORPORATION |
| METHODIST PHYSICIAN PRACTICE SVCS LLC | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | MSO |
| METHODIST PHYSICIAN PRACTICES PLLC | ||||
| 8109 FREDERICKSBURG RX | SAN ANTONIO | TX | 78229 | PHYSICIAN PRACTICE |
| CARDIOLOGY CLINIC OF SAN ANTONIO PLLC | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | PHYSICIAN PRACTICE |
| METHODIST ER WESTOVER HILLS | ||||
| 5538 W 1604 N | SAN ANTONIO | TX | 78251 | EMERGENCY DEPARTMENT |
| METHODIST ER CONVERSE | ||||
| 6402 MALLARD MEADOW | SAN ANTONIO | TX | 78244 | EMERGENCY DEPARTMENT |
| METHODIST CARENOW PHYSICIAN ASSOCIATES | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | MSO |
| CARENOW SAN ANTONIO - LEON VALLEY | ||||
| 5755 NW LOOP 410 SUITE 102 | SAN ANTONIO | TX | 78238 | URGENT CARE CLINIC |
| CARENOW SAN ANTONIO - STONE OAK | ||||
| 20780 HIGHWAY US 281 N | SAN ANTONIO | TX | 78259 | URGENT CARE CLINIC |
| CARENOW SAN ANTONIO - DEZAVALA | ||||
| 12840 IH 10 WEST SUITE 101 | SAN ANTONIO | TX | 78249 | URGENT CARE CLINIC |
| METHODIST WOMEN AND TEEN CENTER | ||||
| 1739 SW LOOP 410 SUITE 402 | SAN ANTONIO | TX | 78227 | FAMILY HEALTH CENTER |
| METHODIST FAM HEALTH CTR - E SOUTHCROSS | ||||
| 2338 E SOUTHCROSS | SAN ANTONIO | TX | 78223 | FAMILY HEALTH CENTER |
| METHODIST FAMILY HEALTH CTR - LAS PALMAS | ||||
| 803 CASTROVILLE RD SUITE 131 | SAN ANTONIO | TX | 78237 | FAMILY HEALTH CENTER |
| METHODIST COMMUNITY HEALTH CENTER | ||||
| 507 ST JAMES | SAN ANTONIO | TX | 78202 | PRIMARY CARE CLINIC |
| PEDIATRIC ANESTHESIA CONSULTANTS OF SA | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | PHYSICIAN PRACTICE |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 6A: | METHODIST HEALTHCARE SYSTEM OF SAN ANTONIO, LTD., LLP ('MHS') FILES ANNUAL STATEMENTS OF COMMUNITY BENEFITS AS REQUIRED BY THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES, PER PROVISIONS OF THE TEXAS HEALTH AND SAFETY CODE, CHAPTER 311, SUBCHAPTERS C AND D. METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS, INC. ('MHM') OWNS A 50% INTEREST OF MHS SO ONLY 50% OF MHS' FINANCIAL ASSITANCE AND OTHER COMMUNITY BENEFITS ARE REPORTS ON MHM'S 990 SCHEDULE H. SCHEDULE H, PART I, LINE 7: COSTING METHODOLOGY - COST TO CHARGE RATIOS FROM WORKSHEET 2 USED. PART I, LINE 7A EXPLANATION - THE PARTNERSHIP IS A MEMBER OF THE BEXAR COUNTY CLINICAL SERVICES (BCCS), AS PART OF AN INDIGENT CARE AFFILIATION AGREEMENT ENTERED INTO WITH OTHER HEALTHCARE SYSTEMS IN SAN ANTONIO. THE AFFILIATED HOSPITALS COLLABORATE TO ENSURE THE AVAILABILITY OF, AND TO MORE COST EFFECTIVELY PROVIDE QUALITY HEALTHCARE SERVICES TO LOW INCOME AND NEEDY RESIDENTS IN THE BEXAR COUNTY COMMUNITY. BCCS HAS CONTRACTED WITH VARIOUS PROVIDERS TO DELIVER PHYSICIAN AND OTHER HEALTHCARE SERVICES TO THE COMMUNITY'S LOW INCOME AND NEEDY RESIDENTS. EACH HOSPITAL CONTRIBUTES FUNDS TO BCCS, WHICH ARE THEN USED TO SUPPORT THE PROVISION OF HOSPITAL AND CLINICAL PHYSICIAN SERVICES, PHYSICIAN IN-TRAINING SERVICES, PHYSICIAN ASSISTANT/NURSE PRACTITIONER SERVICES, SPECIALTY PHYSICIAN SERVICES AND OTHER HEALTHCARE SERVICES THROUGH BCCS. Schedule H, Part III, Lines 2 & 3: COSTING METHODOLOGY - COST TO CHARGE RATIOS FROM WORKSHEET 2 USED. MHM AND MHS JOINTLY ANALYZED ZIP CODES WHERE, BASED ON FINANCIAL DEMOGRAPHICS, IT APPEARED THAT THE PATIENTS IN THOSE ZIP CODES WOULD LIKELY QUALIFY FOR CHARITY CARE. AN ANALYSIS OF PAST COLLECTIONS IN THE ZIP CODE AREAS AND SEVERAL FEDERAL POVERTY GUIDELINE SURVEYS USING THE ZIP CODES RESULTED IN MHM'S CONCLUSION THAT ALL PATIENTS IN THE IDENTIFIED ZIP CODES ARE PATIENTS THAT, UNDER MHS FINANCIAL ASSISTANCE POLICIES, WOULD LIKELY QUALIFY FOR CHARITY CARE. THE ESTIMATED AMOUNT OF MHS' BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELEGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY WAS CALCULATED USING ZIP CODE DATA. |
| SCHEDULE H, PART III, LINE 4: | In May 2014, the Financial Accounting Standards Board ("FASB") issued a new standard related to revenue recognition. The Partnership adopted the new standard effective January 1, 2018, using the full retrospective method. The adoption of the new standard did not have an impact on the recognition of net patient revenues for any periods prior to adoption. The most significant impact of adopting the new standard is that the consolidated statements of income no longer presents the "provision for doubtful accounts" as a separate line item, instead net patient revenue is presented net of estimated implicit price concession revenue deductions. In addition, the "allowance for doubtful accounts" is no longer presented on the consolidated balance sheets as a result of the adoption of the new standard. Net patient revenues generally relate to contracts with patients in which the Partnership's performance obligations are to provide health care services to the patients. Revenues are recorded during the period the obligations to provide health care services are satisfied. Performance obligations for inpatient services are generally satisfied over periods that average approximately five days and performance obligations for outpatient services are generally satisfied over a period of less than one day. The contractual relationship with patients, in most cases, also involve a third-party payer (Medicare, Medicaid, managed health care plans and commercial insurance companies) and the transaction prices for the services provided are dependent upon the terms provided by (Medicare and Medicaid) or negotiated with (managed care health plans and commercial insurance companies) the third-party payers. The payment arrangements with third-party payers for the services provided to the related patients typically specify payments at amounts less than the Partnership's standard charges. Medicare generally pays for inpatient and outpatient services at prospectively determined rates based on clinical, diagnostic and other factors. Services provided to patients having Medicaid coverage are generally paid at prospectively determined rates per discharge or identified service. Agreements with commercial insurance carriers, managed care and preferred provider organizations generally provide for payments based upon predetermined rates per diagnosis, per diem rates or discounted fee-for-service rates. Management continually reviews the contractual estimation process to consider and incorporate updates to laws and regulations and the frequent changes in managed care contractual terms resulting from contract renegotiations and renewals. Net patient revenues are based upon the estimated amounts the Partnership expects to receive from patients and third party payers. Estimates of contractual allowances under managed care and commercial insurance plans are based upon the payment terms specified in the related contractual agreements. Revenues related to uninsured patients and uninsured copayment and deductible amounts for patients who have health care coverage may have discounts applied (uninsured discounts and contractual discounts). An estimated implicit price concession (based primarily upon payer historical collection experience) is recorded within net revenue to record self-pay revenues at the estimated amounts to be collected. As of December 31, 2019, the Bad Debt included in revenue deductions was $212,974,279. This amount is not reflected on MHM's 990 Part IX Expenses due to the Bad Debt amount being reported in the Methodist Healthcare System's financials. SCHEDULE H, PART III, LINE 8: The amounts reported on Part III, Lines 5-7 have been determined by aggregating the information from the individual facility cost report(s) for each of the Hospitals operated by MHS. The Hospitals operated by MHS may have cost report year ends other than December 31, 2019. Accordingly, for a facility with a non-calendar cost report year end, the cost report that was filed for the cost report year end that ended during 2019 was utilized. It is important to note that amounts included in lines 5-7 do not include Medicare revenue and related cost for freestanding ambulatory surgery services and for physician services. |
| SCHEDULE H, PART III, LINE 9B: | MHS has a policy to provide discounts to those individuals who do not have insurance or one not covered by a governmental reimbursement program. If a patient qualifies for Medicaid, then he or she is only responsible for any non-covered charges. If the patient does not qualify for Medicaid, he or she may complete the MHS Financial Assistance Application to have the encounter reviewed for a potential charity discount. If the patient's yearly income is less than or equal to 200% of the poverty guidelines updated annually in the Federal Register by the U.S. Department of Health and Human Services ("Federal Poverty Guidelines"), the patient will be granted classification as Financially Indigent, and the account will be written off to charity. Letters are then sent to the patient notifying that the account has qualified for the charity discount and is considered closed. In addition, a sliding scale discount is applied to accounts for patients whose income is between 200% and 500% of the Federal Poverty Guidelines, and whose remaining account balance, after any third-party payments, exceeds a percentage of their income ("Medically Indigent"). In addition, patients with abnormally large accounts may qualify as catastrophically eligible when their remaining balance exceeds a specific percentage of their income. If a patient does not qualify for a charity discount, an uninsured discount is applied to total charges. If a patient is unable to pay the remaining balance in full, after applying any charity or uninsured discounts, MHS will work with the patient to set up a monthly payment arrangement. Throughout the debt collection process, MHS continues to inform patients about the availability of Financial Assistance. |
| SCHEDULE H, PART VI, LINE 2: | In addition to the items specifically noted to address the Community Health Priorities, other highlights from 2019 include the following: In late 2011, The Texas Health and Human Services Commission filed an application for a waiver of certain federal Medicaid requirements under section 1115 of the Social Security Act. As a result of the granting of this application the Texas Health Care Transformation and Quality Improvement Program was developed to provide payments (Delivery Reform Incentive Payments, or DSRIP) to hospital and other providers upon their achieving certain goals that are intended to improve the quality and lower the cost of care. This initiative divides the state into twenty different regions, each region developed a Community Needs Assessment, and providers in the region will submit projects for funding consideration to address those needs. Methodist Healthcare System received approval for the following projects: Introduce, Expand or Enhance Telemedicine/Telehealth - Methodist will implement a TeleHealth program that will provide TeleHealth consultations with trained specialists in selected services. By the end of 2017, the Tele-Stroke Program expanded to include twelve locations. Through this program, physicians can dramatically increase response time, transfers can be minimized, and patients can often receive lifesaving care more rapidly, often times at their home hospital. The Behavioral Health TeleMedicine Program's operations started in January 2014. The goal of this program is to provide timely consultations, diagnosis and treatment recommendations for Behavioral Health/Substance Abuse patients in every Methodist Emergency Department or in Medical Acute units throughout Methodist. 4,101 Behavioral Health and 586 Tele-Stroke Consultations were provided for the DSRIP Reporting Period ended September 30, 2019. Over 50% of the consultations provided were to Medicaid or low income uninsured patients. Establish More Primary Care Clinics - Methodist opened the Methodist Community Health Center in 2014. The center is an urgent care center located in east San Antonio. The Methodist Community Health Center provides services to all patients at no cost. The center provided 2,920 encounters for the DSRIP reporting period ending September 30, 2019. Of these encounters, 80% were provided to Medicaid or low income uninsured patients. Redesign to Improve the Patient Experience - The focus for this project is to improve how patients experience clinical are as well as the patient's satisfaction with their care. In 2016, Methodist implemented standardized Goal Alignment Boards at all locations. These displays, located in public areas, provide an overview of pillar goals, as well as progress towards meeting these goals. Methodist continues to use these boards to track progress, and also standardized reporting, adding patient safety as a key focus. Methodist rolled out a new online reporting resource in the fourth quarter of 2019 that provides multiple scorecards and reports that allow units to prioritize opportunities for improvement. Apply Process Improvement Methodology to Improve Quality/Efficiencies specific to Sepsis - Improvement of sepsis management is a key initiative in Methodist's Clinical Excellence Plan. Methodist has developed and continues to refine the Sepsis Early Recognition Screening Tool, which will allow clinical staff to better identify patients in early sepsis and to provide rapid intervention and reduction of patients developing severe sepsis and/or septic shock. Sepsis bundle elements are not included in the electronic triage screening for ED, ICU, in-hospital nursing, and rapid response teams. Evidence based order sets for CPOE continue to be refined based upon input from the medical and nursing staff. A new tool, the Sepsis Prevention & Optimization of Therapy (SPOT) is being used at all campuses. SPOT is an application that monitors all patient labs and vitals in real time and uses the information to identify patients who are at risk for sepsis. Early identification of non-present on admission sepsis patients has improved with the use of this tool. Two Methodist campuses have also received either Sepsis certification or re-certification from the Joint Commission. In 2019, Methodist Hospital| Northeast opened Methodist | ER Converse and the Transitional Heart Failure Clinic to provide better access to care for members of the surrounding community. In addition, Methodist Hospital | Northeast welcomed their new facility dog, Lady, who focuses on emergency services. Furthermore, in response to the economic growth of Northeast Bexar, Guadalupe and Comal Counties, Methodist Hospital | Northeast started its expansion in service lines and capacity to better serve and meet the needs of the surrounding communities. The growth of the hospital includes: vertically expanding the existing tower by two floors which offers 60 new inpatient beds, growing the current mechanical powerhouse on the west side along with a new fire control room and adding mechanical, electrical and plumbing support systems. Additionally, there will be a new helipad on the rooftop that will allow for a seamless transition of care for patients from outlying areas. A new traction elevator will serve as patient transport from the rooftop vestibule to the emergency department and main patient floors. This 54,600 square foot expansion will add 30 new private rooms per floor and will increase the hospital's capacity to care for Intensive Care, Intermediate Care, and Medical/Surgical patients. Methodist Hospital | Stone Oak completed its operating room expansion project by opening four new rooms and opened a new CareNow Urgent Care Center in the hospital's service area. In addition, Methodist Hospital | Stone Oak welcomed their new facility dog, Chanel, who focuses on emergency services. Furthermore to increase access to patient care in the Stone Oak area, the Methodist Physician | Orthopedic Specialists was added in 2019 as a new service. In 2019, Methodist Hospital | Texsan started its Emergency Department expansion project that is expected to be fully open in May 2020. The expansion includes: 7,700 square feet of additional treatment space, 10 private rooms with an isolation and trauma room and new patient care equipment, the ability to register, care and discharge patients from the privacy of their own treatment room, on-site imaging for patient convenience, a new waiting area with a coffee lounge, multiple triage rooms and space for treatment of minor medical needs, and electronic communication boards with real-time information about patient care. The goal of this expansion is to better serve and meet the needs of the surrounding communities. In 2019, Methodist Hospital | Metropolitan started its first floor renovation. The hospital ended the year boasting a new admissions desk and waiting area, and several upgrades to its admitting and discharge areas. The project is part of a larger $65 million investment to ensure Metropolitan continues to provide high-quality care to those living and working in downtown San Antonio. In addition, to increase access to patient care, Methodist Physicians | San Antonio Medical Associates was added as a service to the community in the Metropolitan area. Methodist Hospital established the Methodist Aortic Center that specializes in both valve and aneurysm repairs and treats the aorta in the chest, abdomen, and vessels that feed blood to the brain and all other organs. In addition, Methodist Hospital opened Methodist | ER Westover Hills to provide better access to care for members of the surrounding community. In addition, Methodist Hospital welcomed their new facility dog, Rudy, who focuses on emergency services. In addition, Methodist Hospital is one of only 15 centers in the country, and among just two healthcare facilities in Texas, to perform a minimally invasive peripheral lung biopsy using robotic-assisted technology. This major medical advancement offers doctors unprecedented stability enabling the precision needed for biopsy far into the peripheral lung and to more easily diagnose lung cancer earlier than ever before. In 2019, Methodist Children's Hospital performed the first pediatric robotic general surgery in South Texas. In addition, Methodist Children's Hospital provided compassionate care through several patient experiences such as a one-of-a-kind outpatient rehabilitation event at the San Antonio Zoo, a Homecoming in the hospital for a newly diagnosed cancer patient, and the establishment of an honor walk and flag raising ceremony for all pediatric organ donors. In addition, Methodist Women's Center added 11 new prenatal classes in 2019, three of which are offered online as eClasses. Methodist Hospital | Specialty and Transplant continued its international renown in abdominal transplant surgery. Its Kidney Transplant Program performed more living donor transplants than any other program in Texas |
| SCHEDULE H, PART VI, LINE 3: | MHS has taken steps over the past several years to heighten community awareness regarding MHS's charitable mission. Signs that prominently present information about the charity mission and guidelines are present at all points of admission. MHS also publishes a notice of its financial assistance policy annually in the San Antonio Express-News. A patient brochure, entitled "A Guide to Your Hospital Bill", explains the hospital billing process and informs patients of the financial assistance policy in the event they need financial assistance. Information about the Financial Assistance Policy is also available in English and Spanish on MHS's website www.sahealth.com. All Shared Service Center personnel receive training and an annual refresher course on the policy and understand the crucial role they play in informing patients about the policy. Financial Counselors and Hospital Case Management staff educate patients and are available to assist them with the financial policy application process. In addition to providing information during the admitting process, MHS continues to provide information about the availability of financial assistance during the collection process for those patients who have been billed but have not paid. As noted above, MHS uses multiple methods to communicate and publicize financial assistance policies. Information Systems programming changes are currently in development. These changes will allow a message about the policies to print on patient billing statements. |
| SCHEDULE H, PART VI, PART 4: | The San Antonio Metropolitan Statistical Area (MSA) of 2.5 million people includes the seventh largest percentage of Hispanics in the United States. 60% of the local population is Hispanic, 28% is White Non-Hispanic, 7% is Black, 3% is Asian and 2% is Other. Texas and San Antonio continue to lead the nation in the number of uninsured adults and children (Texas is ranked No. 1 with 17.7% uninsured and the U.S. is 8.9%). Over eleven percent of children in Texas are without health insurance compared to the U.S. at 5.5%. In San Antonio, one out of four adults and close to one out of three children do not have health insurance. The median household income in San Antonio is $57,379, compared to $60,629 for Texas and $61,937 for the nation. San Antonio has a large population living in poverty when compared to other parts of Texas. 18.6% of San Antonio residents live at or below the poverty level, and Bexar County is at 16.4%, compared to 15.5% for Texas, and 14.1% for the U.S. San Antonio's percent of households receiving food stamps is 15.6%, with Texas at 13.1%, and the U.S.13.3%. Methodist Healthcare serves an estimated population of nearly 2.9 million in Bexar and 26 South and Central Texas counties: Atascosa, Bandera, Caldwell, Comal, DeWitt, Dimmit, Edwards, Frio, Gillespie, Gonzales, Guadalupe, Karnes, Kendall, Kerr, Kinney, La Salle, Lavaca, Maverick, McMullen, Medina, Real, Uvalde, Val Verde, Webb, Wilson and Zavala. Since this geographic area is majority Hispanic, MHS sees this reflected in our patient population. |
| SCHEDULE H, PART VI, LINE 5: | See responses for Schedule H, Part VI, Question 2. |
| SCHEDULE H, PART VI, LINE 6: | SEE RESPONSES FOR QUESTION 2 ABOVE REGARDING EXPANSION OF SERVICES IN 2019. ALL SHARED SERVICE CENTER PERSONNEL RECEIVE TRAINING AND AN ANNUAL REFRESHER COURSE ON THE POLICY AND UNDERSTAND THE CRUCIAL ROLE THEY PLAY IN INFORMING PATIENTS ABOUT THE POLICY. FINANCIAL COUNSELORS AND HOSPITAL CASE MANAGEMENT STAFF EDUCATE PATIENTS AND ARE AVAILABLE TOASSIST THEM WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. IN ADDITION TO PROVIDING INFORMATION DURING THE ADMITTING PROCESS, MHS CONTINUES TO PROVIDE INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING THE COLLECTION PROCESS FOR THOSE PATIENTS WHO HAVE BEEN BILLED BUT HAVE NOT PAID. AS NOTED ABOVE, MHS USES MULTIPLE METHODS TO COMMUNICATE AND PUBLICIZE FINANCIAL ASSISTANCE POLICIES. INFORMATION SYSTEMS PROGRAMMING CHANGES HAVE BEEN IMPLEMENTED. THESE CHANGES WILL ALLOW A MESSAGE ABOUT THE POLICIES TO PRINT ON PATIENT BILLING STATEMENTS. Late in 2009 Methodist consolidated all bed placement services, including rural ED transfer assistance, into a system-wide Patient Placement Center. Rural transfers through the Center continue to increase (3.7% over 2018). The acceptance rate in 2019 was 98.7% compared to 98.2% in 2018. Self-pay patients accounted for 15.03% of all transfers as compared to 13.9% in 2018. Pediatric and high-risk maternal transfers are also now handled through these consolidated placement services. The acceptance rate for these transfers was 99.6% in 2019 (97.6% in 2018). MHS self-pay and charity patients accounted for 6.19% of all pediatric (ages 0-17) and maternal transfers as compared to 5.6% in 2018. Methodist AirCare, in partnership with REACH Air Medical Services has three rural helicopters in the region. Specialized services available at MHS facilities include the following: Neonatology services, Pediatric Subspecialty services, Bone Marrow Transplant, Kidney Transplants, Heart Transplants, Liver Transplants, Pancreas Transplants, Hyperbaric Oxygen Treatment, Stroke Care, Medical Air Transport, Gamma Knife Radiosurgery, and Bariatric Surgery. The majority of charity care provided by the hospitals is from patients receiving emergency services. Emergency Department (ED) visits to Methodist facilities totaled 346,435 in 2019 (330,379 in 2018). 17.15% of total ED visits resulted in inpatient admissions with a 4.75% increase in ED admissions over 2018. In addition, 25% of all visits to Methodist emergency departments in 2019 were made by charity or self-pay patients. Methodist continues to focus on improving access to care for the community by improving emergency department access. When comparing 2019 to 2018, Methodist saw a 34% increase in the Patient-Arrival-to-Bed (ATB) metric and a 10% improvement in Arrival-to-Greet (ATG) metric. The Average Length of Stay for all patients increased from 213.5 minutes in 2018 to 235.5 minutes in 2019. Texas Transplant Institute (TTI), at Methodist Hospital | Specialty and Transplant, a Campus of Methodist Hospital, continues to provide increased access for patients requiring kidney transplants. TTI is the home of the busiest paired exchange kidney transplant program in the nation, and the nation's No. 1 living donor kidney transplant program. MHS also operates three Health Buses on the east, south and west side of San Antonio offering complimentary transportation to various health care facilities. There were 11,949 transports in 2019, which is above the mandated benchmark of 11,474. Methodist Hospital | Metropolitan in conjunction with Methodist Hospital Women's Services, operates four Family Health Centers that provide complimentary pregnancy testing (3,591 tests in 2019), physician referrals, counseling, health education and screening programs. MHS also operates Call-a-Nurse for Children, a telephone service offering free medical advice by trained emergency care pediatric nurses to parents of sick/ injured children. The service operates from 5:00 p.m. to 8:00 a.m. Monday through Friday and around the clock on weekends and holidays (when physicians' offices are closed). Call volumes in 2019 were 27,762. In 2015, the Methodist Contact Center was sold to HCA with the agreement to continue operating a community phone-in health resource called HealthLine during normal business hours. HealthLine callers schedule attendance to health and wellness events, parenting classes, and receive physician referrals through the Methodist DoctorSource program. In 2019, Methodist referred physicians to 8,992 DoctorSource callers (up to three physicians may be referred to each caller). In one other community benefits category, Methodist provided over $393,055 in charitable contributions to non-profit health and human service agencies serving the community. Methodist plays a leading role in the support of The Health Collaborative, including the utilization of their Community Health Needs Assessment to assist in the determination of where MHS should concentrate community activities (see additional information in Question 2, Section V). MHS has an open admissions policy which allows medical staff to admit patients directly to any MHS facility regardless of the patient's ability to pay. MHS funds and provides training and continuing education to physicians, nurses, EMS professionals and other allied health professionals. MHS participates in all quality measures (CMS, JCAHO, etc.). MHS uses the CMS Core Measures as the primary quality indicators for clinical care. |
| SCHEDULE H, PART VI, LINE 7: | MHS files an annual Statement of Community Benefits with the State of Texas. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alzheimers Association | |||||||
| 10223 McAllister FRWY | San Antonio | TX | 78216 | 133039601 | 501(c)(3) | $25,000 | Donation |
| American Cancer Society | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | 131788491 | 501(c)(3) | $305,000 | DONATION |
| American Heart Association | |||||||
| 8415 Wurzbach | San Antonio | TX | 78229 | 135613797 | 501(c)(3) | $81,000 | Donation |
| AYA Foundation San Antonio | |||||||
| 8823 Callaghan Road | San Antonio | TX | 78230 | 832929650 | 501(c)(3) | $10,000 | Donation |
| Clarity Child Guidance Center | |||||||
| 8535 Tom Slick Dr | San Antonio | TX | 78229 | 741153067 | 501(c)(3) | $360,000 | DONATION |
| Community Health Centers of S Central TX | |||||||
| 228 St George Street | Gonzalez | TX | 78629 | 741548089 | 501(c)(3) | $59,413 | CAPACITY BUILDING IMPLEMENTATION |
| Community Hope Projects Inc | |||||||
| 2332 Jordan Road | McAllen | TX | 78503 | 742742024 | 501(c)(3) | $262,322 | COUNSELING SERVICES |
| Courage Ranch | |||||||
| 3292 Highway 97 West | Floresville | TX | 78114 | 832819350 | 501(c)(3) | $5,046 | DONATION |
| First United Methodist Church | |||||||
| 321 Thompson Drive | Kerrville | TX | 78028 | 741233799 | 501(c)(3) | $6,013 | DONATION |
| Laurel Heights United Methodist Church | |||||||
| 227 W Woodlawn Ave | San Antonio | TX | 78212 | 741272395 | 501(c)(3) | $10,000 | DONATION |
| Leadership Women's Inc | |||||||
| 25 Highland Park Village | Dallas | TX | 75205 | 237345926 | 501(c)(3) | $7,000 | DONATION |
| Meadows Mental Health Policy Institute for Texas | |||||||
| 3003 Swiss Avenue | Dallas | TX | 75204 | 463992618 | 501(c)(3) | $375,000 | OPERATIONAL SUPPORT |
| Mercy Ministries of Laredo | |||||||
| 2500 Zacatecas Street | Laredo | TX | 78046 | 200198462 | 501(c)(3) | $442,762 | INTEGRATED HEALTHCARE PROGRAM |
| Nuestra Clinica del Valle | |||||||
| 801 W 1st Street | San Juan | TX | 78577 | 741721807 | 501(c)(3) | $362,549 | OPERATIONAL SUPPORT |
| Proyecto Juan Diego Inc | |||||||
| 2216 Eduardo Avenue | Brownsville | TX | 78526 | 810606967 | 501(c)(3) | $56,537 | DIABETES PROGRAMS AND COLLECTIVE IMPACT INITIATIVE |
| Rural Economic Assistance League Inc | |||||||
| 301 Lucero Street | Alice | TX | 78332 | 741784537 | 501(c)(3) | $608,251 | OPERATIONAL SUPPORT |
| San Antonio Area Foundation | |||||||
| 303 Pearl Parkway | San Antonio | TX | 78215 | 746065414 | 501(c)(3) | $102,500 | DONATION |
| San Antonio Medical Foundation | |||||||
| 8431 FBRG Rd | San Antonio | TX | 78229 | 741366280 | 501(c)(3) | $20,000 | DONATION |
| Sierra Vista United Methodist Church | |||||||
| 4522 CLG Hills Blvd | San Angelo | TX | 76904 | 751170261 | 501(c)(3) | $10,000 | DONATION |
| Southwest Texas Regional Advisory Council | |||||||
| 7500 US Hwy 90 West | San Antonio | TX | 78227 | 742896432 | 501(c)(3) | $3,958,701 | EMERGENCY ROOM AND JAIL DIVERSION PROGRAM |
| Texas A&M International University | |||||||
| 5201 University Boulevard | Laredo | TX | 78041 | 741761398 | 501(c)(3) | $1,910,500 | OPERATIONAL SUPPORT |
| Texas Impact | |||||||
| 200 East 30th Street | San Antonio | TX | 78705 | 741902234 | 501(c)(3) | $10,000 | DONATION |
| ThriveWell Cancer Foundation | |||||||
| 4383 Medical Drive | San Antonio | TX | 78229 | 260371270 | 501(c)(3) | $10,000 | DONATION |
| Tropical Texas Behavioral Health | |||||||
| 1901 South 24th Avenue | Edinburg | TX | 78539 | 741565510 | 501(c)(3) | $850,512 | Operational Support |
| United Way of San Antonio & Bexar County | |||||||
| 700 S Alamo St | San Antonio | TX | 78205 | 741272381 | 501(c)(3) | $8,000 | DONATION |
| University of Texas Health Science Center at Houst | |||||||
| 7000 Fannin St UCT 1006 | Houston | TX | 77030 | 741761309 | 501(c)(3) | $999,176 | DIABETES PREVENTION PROGRAM AND COLLECTIVE IMPACT INITIATIVE |
| University of Texas Rio Grande Valley | |||||||
| 1201 W University Dr | Edinburg | TX | 78539 | 465292740 | 501(c)(3) | $356,239 | OPERATIONAL SUPPORT |
| Wholesome Wave | |||||||
| 855 Main Street | Bridgeport | CT | 06604 | 260352899 | 501(c)(3) | $350,000 | HEALTHY EATING PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Electricity Assistance | 206 | $45,034 |
| Water Assistance | 32 | $6,150 |
| Rent/Mortgage Assistance | 254 | $108,935 |
| Healthcare Program Assistance | 11 | $2,210 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Description of Organization's Procedure for Monitoring The Use of Grants The grantee is given a disbursement request form at the beginning of the fiscal year to use in requesting funds. When a request is submitted for payment (monthly, quarterly or annually) the accountant reviews and verifies expenses based on actual invoices and/or the organization's general ledger. The organization's expenses are verified to the approved budget submitted with the grant application. The payment information is then entered into the grant tracking software (GIFTS). The program officer reviews reported goals and outcomes for grant compliance. After the expenses have been verified and documented, it is submitted to the Grants Accounting Manager and VP of Accounting & Controller for review and approval. If the payment request is greater than or equal to $10,000, the request requires CFO approval. The payment request is then forwarded to the accounts payable department for payment. A check is processed and mailed to the grantee. The check request is returned to the accountant to file in a grant folder. In addition to these procedures, the accountants perform site visits to review patient files or expense backup to ensure that funds are being used appropriately. Each grantee is audited every year or every other year based on the type of grant to ensure compliance with grant requirements. IN JUNE 2018, THE FASB ISSUED ASU NO. 2018-08, NOT-FOR-PROFIT ENTITIES (TOPIC 958): CLARIFYING THE SCOPE AND THE ACCOUNTING GUIDANCE FOR CONTRIBUTIONS RECEIVED AND CONTRIBUTIONS MADE. THE ASU CLARIFIES AND IMPROVES THE SCOPE AND THE ACCOUNTING GUIDANCE FOR CONTRIBUTIONS RECEIVED AND CONTRIBUTIONS MADE. THE AMENDMENTS IN THE UPDATE SHOULD ASSIST ENTITIES IN (1) EVALUATING WHETHER TRANSACTIONS SHOULD BE ACCOUNTED FOR AS CONTRIBUTIONS (NONRECIPROCAL TRANSACTIONS) WITHIN THE SCOPE OF ASC TOPIC 958, NOT-FOR-PROFIT ENTITIES, OR AS EXCHANGE (RECIPROCAL) TRANSACTIONS SUBJECT TO OTHER GUIDANCE AND (2) DETERMINING WHETHER A CONTRIBUTION IS CONDITIONAL. ASU NO. 2018-08 SHOULD BE APPLIED ON A MODIFIED-PROSPECTIVE BASIS. RETROSPECTIVE APPLICATIONS IS PERMITTED. MHM ADOPTED THE MODIFIED-PROSPECTIVE BASIS BEGINNING JANUARY 1, 2019. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Jaime Wesolowski | |||||
| PRESIDENT & CEO | $513,753 | $37,000 | $30,339 | $581,092 | |
| George Thomas | |||||
| COO (TERM 1/7/19) | $93,068 | $764 | $2,023 | $380,963 | $285,108 |
| Anthony LoBasso | |||||
| Chief Financial Officer | $269,273 | $37,000 | $22,409 | $328,682 | |
| Xochy Hurtado | |||||
| COO (BEG 5/6/19) | $264,151 | $9,000 | $16,938 | $290,089 | |
| Oanh Maroney-Omitade | |||||
| VP of Clinical Operations | $183,889 | $18,318 | $39,624 | $241,831 | |
| Cynthia McCloy | |||||
| VP of Accounting & Controller | $185,253 | $16,827 | $13,178 | $215,258 | |
| Jennifer Knoulton | |||||
| VP of Regional Operations | $176,196 | $16,686 | $27,504 | $220,386 | |
| Bridget Lamme-Kerr | |||||
| Director of Human Resources | $165,930 | $11,782 | $13,240 | $190,952 | |
| DeAnna Bokinsky | |||||
| VP STRATEGIC PLANNING & GROWTH | $158,606 | $0 | $14,242 | $172,848 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | GEORGE THOMAS, COO, TERMED ON 01/07/2019. George Thomas received a severance payment of $285,108 and also received outplacement services provided by a consultant in the amount of $12,500. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (23 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4D: | DESCRIPTION OF OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES OWNED AND OPERATED BY MHM FOR LOW-INCOME AND UNINSURED PATIENTS/CLIENTS INCLUDE: COMMUNITY COUNSELING SERVICES: COMMUNITY COUNSELORS HELP PEOPLE WHO ARE UNINSURED, WHOSE EXISTING COVERAGE DOES NOT PROVIDE MENTAL HEALTH SERVICES BENEFITS, ARE LOW-INCOME AND LACK THE MONEY TO PAY FOR COUNSELING SERVICES, OR WHO WOULD NOT RECEIVE TREATMENT ANY OTHER WAY. COUNSELING SERVICES ARE PROVIDED BY TRAINED, LICENSED, PROFESSIONAL, COUNSELORS AND SOCIAL WORKERS IN LOCAL CHURCHES ACROSS THE RIO GRANDE VALLEY, LAREDO, KERRVILLE AND THE COASTAL BEND. COMMUNITY HEALTH WORKERS OR PROMOTORES DE SALUD: COMMUNITY HEALTH WORKERS HAVE THE DISTINCT ABILITY TO REACH VULNERABLE, LOW-INCOME AND UNDERSERVED MEMBERS OF THE COMMUNITY THROUGH THEIR SPECIALIZED KNOWLEDGE OF THE COMMUNITIES MHM SERVES AND THEIR UNIQUE ABILITY TO ENGAGE COMMUNITY MEMBERS AT A HANDS-ON LEVEL. COMMUNITY HEALTH WORKERS SUPPORT HEALTH EDUCATION AND PREVENTION EFFORTS AND BRIDGE ACCESS TO COMMUNITY-BASED HEALTH PROGRAMS AND ADVOCATES. THE GET FIT (FAMILIES IN TRAINING) PROGRAM IS A PREVENTION PROGRAM AIMED AT AVERTING TYPE II DIABETES, OBESITY AND SEDENTARY LIFESTYLES, FOCUSING ON CHILDREN AND FAMILIES IN RURAL COMMUNITIES. PARENTING PROGRAMS: DESIGNED TO HELP PARENTS AND GUARDIANS LEARN PARENTING SKILLS SO THEY WILL BE MORE CONFIDENT AND MORE COMPETENT LEADERS WITHIN THIER FAMILIES. PROGRAMS INCLUDE: MELD; PARENTS HELPING PARENTS; PARENTS AS TEACHERS; AND THE NURTURING PARENTING PROGRAMS. IN ADDITION TO THE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES IDENTIFIED UNDER PROGRAM SERVICE ACTIVITY #2, THE FOLLOWING PROGRAMS ARE PARENTING PROGRAMS: DESIGNED TO HELP PARENTS AND GUARDIANS LEARN PARENTING SKILLS SO THEY WILL BE MORE CONFIDENT AND MORE COMPETENT LEADERS WITHIN THEIR FAMILIES. PROGRAMS INCLUDE: MELD; PARENTS HELPING PARENTS; PARENTS AS TEACHERS; AND THE NURTURING PARENTING PROGRAMS. RECREATION & ENRICHMENT PROGRAMS: AVAILABLE AT MHM'S WESLEY HEALTH & WELLNESS CENTER OFFERS YOUTH, ADULTS AND SENIORS FREE, SAFE AND FUN ACTIVITIES THAT PROMOTE HEALTH, WELLNESS AND LEARNING SKILLS. PROGRAMS CONSIST OF YOUTH DEVELOPMENT PROGRAMS SUCH AS CAMP WESLEY, A FREE 8-WEEK SUMMER CAMP FOR YOUTH AGES 6-18 AND 'LOS MARIACHITOS DE WESLEY,' A FREE CULTURAL ARTS PROGRAM FOR YOUTH AGES 6-18. THE YOUTH DEVELOPMENT PROGRAM AT WESLEY HEALTH & WELLNESS CENTER IS A NEIGHBORHOOD RECREATION PROGRAM AND IS NOT REGULATED BY STATE CHILDCARE LICENSING, AND IS NOT A DAY CARE FACILITY. ADULT PROGRAMMING INCLUDES EXERCISE CLASSES, PARENT AND FAMILY TRAININGS AND COMMUNITY-BASED SUPPORT GROUPS SUCH AS ALCOHOLICS ANONYMOUS AND THE COMMUNITY JUSTICE PROGRAM. HEALTH EDUCATION & NUTRITION: OFFERED AT THE WESLEY HEALTH & WELLNESS CENTER (WHWC) AND THE BISHOP ERNEST T. DIXON, JR. CLINIC ARE DESIGNED TO TEACH AND MODEL HEALTH AND WELLNESS THROUGH HEALTHY COOKING, DIRECT HEALTH EDUCATION WITH CLIENTS AND THROUGH THE PROVISION OF HEALTHY AND NUTRITIOUS MEALS PREPARED BY PROFESSIONAL CULINARY ARTISTS AT MHM'S WESLEY CAF LOCATED AT WHWC. HEALTH EDUCATION IS OFFERED UNDER THE STERED NURSES AND DIETICIANS AND IS PRIMARILY DESIGNED FOR DIABETIC CLIENTS IN ONE-ON-ONE AND GROUP SETTINGS, AND INCLUDES DISTRIBUTION OF GLUCOMETER STRIPS TO HELP MANAGE THEIR DISEASE. THE WESLEY CAF PREPARES HEALTHY AND NUTRITIOUS MEALS FOR THE CHILDREN AND GUESTS OF THE WHWC, AND SERVES AS AN EMERGENCY FOOD PANTRY AND BREAD LINE TO THOSE IN NEED.AND BREAD LINE TO THOSE IN NEED. |
| FORM 990, PART VI, LINE 2: | FAMILY OR BUSINESS RELATIONSHIPS JOE JOHNSTON (10% OWNERSHIP) AND PENDLETON WICKERSHAM (51% OWNERSHIP) ARE PARTNERS IN A MEDICAL DEVICE COMPANY. |
| FORM 990, PART VI, LINE 11B: | PROCESS TO REVIEW THE FORM 990 THE FINANCE COMMITTEE REVIEWS A DRAFT OF THE FORM 990 TAX RETURN AND MAKES RECOMMENDATION TO THE FULL BOARD. AFTER THIS REVIEW, THE TAX RETURN IS FORWARDED TO THE FULL BOARD FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C: | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY ARTICLE 7 OF THE BOARD'S BYLAWS REQUIRE A CONFLICTS OF INTEREST POLICY. THE BOARD ADOPTED A POLICY ON DECEMBER 10, 1997, ARTICLE VI OF WHICH REQUIRES ANNUAL STATEMENTS. THE POLICY IS ENFORCED AND THE RESULTS ARE REPORTED ANNUALLY TO THE FINANCE COMMITTEE AND TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINES 15A AND 15B: | PROCESS FOR DETERMINING COMPENSATION LINE 15A: PRESIDENT & CEO - PEARL MEYER & PARTNERS, LLC WAS RETAINED TO CONDUCT A TOTAL COMPENSATION STUDY IN OCTOBER 2016. THE COMPLETE STUDY WAS RECEIVED BY THE PERSONNEL COMMITTEE OF THE MHM BOARD. LINE 15B: OFFICERS AND KEY EMPLOYEES - PEARL MEYER & PARTNERS, LLC WAS RETAINED TO CONDUCT A TOTAL COMPENSATION STUDY IN OCTOBER 2016. THE COMPLETE STUDY WAS RECEIVED BY THE PERSONNEL COMMITTEE OF THE MHM BOARD. COMPLETE STUDY WAS RECEIVED BY THE PERSONNEL COMMITTEE OF THE MHM BOARD. |
| FORM 990, PART VI, LINE 19: | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC DOCUMENTS ARE CURRENTLY PROVIDED UPON REQUEST. THE FINANCIAL STATEMENTS AND TAX RETURNS ARE ALSO AVAILABLE THROUGHOUT METHODIST HEALTHCARE MINITRIES' WEBSITE AT: MHM.ORG>LIBRARY>FINANCIAL STATEMENTS AND TAX RETURNS. |
| Form 990, Part XI, Line 9: | PARTNERSHIP EARNINGS OF THE BOOKS $152,256,722 TAX PARTNERSHIP OF FORM 1065 ($169,814,799) WPCC REVENUE $216,215 WPCC EXPENSES ($4,969,647) OTHER 120,350 TOTAL ($22,191,159) |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SPECIALTY REFERRAL SERVICES TOTAL FEES:2474570 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT SERVICES TOTAL FEES:2036355 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES ADMIN TOTAL FEES:1814433 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SECURITY TOTAL FEES:640404 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSIDE RADIOLOGY TOTAL FEES:595476 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:814256 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSIDE LAB TOTAL FEES:423901 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:STRATEGIC INITIATIVES TOTAL FEES:375000 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:GET FIT TOTAL FEES:364466 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT LABOR TOTAL FEES:303348 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:JANITIORIAL TOTAL FEES:364118 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:EQUIPMENT MAINTENANCE TOTAL FEES:103739 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:XEROX COPIER SERVICES TOTAL FEES:102414 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES PAT. TOTAL FEES:49361 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PAYROLL SERVICES TOTAL FEES:93099 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RECRUITMENT FEES TOTAL FEES:53600 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Rio Texas Conference of the UMC | ||||||||||
| 16400 Huebner Road | San Antonio | TX | 78248 | 741326672 | Church | TX | 501(c)(3) | 1 | NA | false |
| Wesley Primary Care Clinic | ||||||||||
| 4507 Medical Drive | San Antonio | TX | 78229 | 742784284 | Medical Servi | TX | 501(c)(3) | 12A-TYPE 1 | MHM | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Methodist Healthcare System SA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8109 FREDERICKSBURG ROAD | AddressLine1Txt |
| City | san antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742730328 | EIN |
| Primary Activities | Hospital System | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $169,814,801 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $926,586,394 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Wesley Primary Care Clinic | ||
| r | $4,633,085 | CASH |
| Rio Texas Conference of the UMC | ||
| b | $556,157 | CASH |
| Methodist Healthcare System of San Antonio | ||
| s | $98,500,000 | CASH |
| Methodist Healthcare System of San Antonio | ||
| j | $85,817 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part III, Line 1: | FormAndLineReferenceDesc |
| Explanation | Name: Methodist Healthcare System of San Antonio EIN: 74-2730328 Address: 8109 Fredericksburg Road San Antonio, TX 78229 | ExplanationTxt |
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