METHODIST PATIENT CENTERED ACO: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- METHODIST PATIENT CENTERED ACO (EIN 35-2436666)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201832269349302488
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T17:01:56-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 N St Paul Suite 850 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352436666 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Methodist Patient Centered ACO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METH | BusinessNameControlTxt |
| Phone | 2149474510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N Beckley Ave | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Craig Bjerke | PersonNm |
| Person Title | Interim Executive VP & CFO | PersonTitleTxt |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL SPURLOCK | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Methodist Alliance for Patients and Physicians or MAP2 | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael J Schaefer | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N Beckley Ave | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,057,583 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.methodisthealthsystem.org/aco | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Our mission is to improve and save lives through coordinated care for our patients, making it easier for you to get the answers you need and the quality care you deserve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,437,128 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,057,583 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,437,128 | PYTotalRevenueAmt |
| CY Total Revenue | $5,057,583 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,371,900 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,817 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,087,901 | PYOtherExpensesAmt |
| CY Other Expenses | $6,674,995 | CYOtherExpensesAmt |
| PY Total Expenses | $8,459,801 | PYTotalExpensesAmt |
| CY Total Expenses | $6,688,812 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$22,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,631,229 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,552,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,290,714 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,552,036 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,290,714 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO OPERATE AN ACCOUNTABLE CARE ORGANIZATION (ACO) TO (A) PARTICIPATE IN THE MEDICARE SHARED SAVINGS PROGRAM (MSSP) AS SET FORTH IN SECTION 1899 OF THE SOCIAL SECURITY ACT AND RELEASED REGULATIONS, (B) SERVE AS A VEHICLE FOR ADVANCING METHODIST HEALTH SYSTEM'S CLINICAL INTEGRATION AND QUALITY INITIATIVES, (C) SERVE AS A VEHICLE TO MANAGE, COORDINATE, AND PROMOTE ACCOUNTABILITY FOR THE QUALITY, PATIENT SAFETY, COST AND OVERALL CARE OF PATIENTS, INCLUDING MEDICARE BENEFICIARIES, AND (D) SERVE AS A NETWORK TO PROVIDE COORDINATED QUALITY AND COST-EFFECTIVE MEDICAL AND HEALTH SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,473,609 | ExpenseAmt |
| Revenue | $5,057,583 | RevenueAmt |
| Desc | METHODIST PATIENT CENTERED ACO (MPCACO) IS A TEXAS NONPROFIT CORPORATION FORMED TO PARTICIPATE IN THE MEDICARE SHARED SAVINGS PROGRAM (MSSP) AS AN ACCOUNTABLE CARE ORGANIZATION (ACO). ON 7-1-12 THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) SELECTED MPCACO TO PARTICIPATE IN ITS MSSP. METHODIST HOSPITALS OF DALLAS IS A TEXAS NONPROFIT CORPORATION AND A 501(C)(3) ORGANIZATION AND THE SOLE MEMBER OF MPCACO. MHD PROVIDES QUALITY INTEGRATED CARE TO IMPROVE AND SAVE LIVES OF INDIVIDUALS THROUGHOUT NORTH TEXAS. In 2016, MHD AFFILIATES HAD 467,791 PATIENT VISITS and provided approximately $150 million in unreimbursed charity care, representing 11.77% of net patient service revenue. AS REQUIRED BY SECTION 425 106 (C) OF THE MSSP REGULATIONS, SECTION 321 OF THE MPCACO AMENDED AND RESTATED BYLAWS REQUIRES THAT AT LEAST 75% OF THE MEMBERS OF THE BOARD SHALL BE ACO PARTICIPANTS AS DEFINED IN THE MSSP REGULATIONS, OR REPRESENTATIVES OF THOSE PARTICIPANTS TO ENSURE MPCACO IS OPERATED IN FURTHERANCE OF MHD'S EXEMPT PURPOSES. DURING THE MOST RECENT REPORTING PERIOD OF January 1, 2016 through December 31, 2016, MEDICARE ADVISED THE ACO IT HAD PROPERLY REPORTED ON all required QUALITY METRICS AND ACHIEVED MEDICARE SAVINGS OF $10,627,110 ON THE MEDICARE POPULATION SERVED BY THE ACO. PURSUANT TO THE SHARED SAVING AGREEMENT, 47.25% OF THAT SAVINGS WAS DISTRIBUTED TO THE ACO. SUBSEQUENTLY A PORTION OF THAT DISTRIBUTION WAS SHARED WITH PHYSICIANS WHO HAD SIGNED UP FOR THE SHARED SAVINGS PROGRAM AND HAD ACHIEVED A MINIMUM NUMBER OF POINTS (10) BY COMPLETING TASKS OF PERFORMANCE IMPROVEMENT, ACO CITIZENSHIP, QUALITY AND/OR ELECTRICAL MEDICAL RECORDS. AN ADDITIONAL PORTION WAS DISTRIBUTED TO THE HOSPITALS IN THE METHODIST HEALTH SYSTEM AND THE BALANCE WAS RETAINED TO OFFSET A PORTION OF THE START-UP AND ADMINISTRATIVE COSTS OF THE ACO. | Desc |
| Total Program Service Expenses | $6,473,609 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael J Schaefer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2149474510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N Beckley Ave | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| GEORGE WILLIAMS MD | |||||||
| President | 5.0 | 40.0 | Yes (X) | Yes (X) | $0 | $529,939 | $71,615 |
| Shannon Huggins | |||||||
| VP Compliance | 5.0 | 40.0 | Yes (X) | Yes (X) | $0 | $226,677 | $29,820 |
| Brian Jones MD | |||||||
| Chair | 5.0 | 40.0 | Yes (X) | Yes (X) | $0 | $305,952 | $26,890 |
| Stephen L Mansfield PHD | |||||||
| Board of Directors | 2.0 | 47.0 | Yes (X) | $0 | $2,545,549 | $46,957 | |
| LAURA IRVINE | |||||||
| Board of Directors (Through July 2017) | 2.0 | 50.0 | Yes (X) | $0 | $878,945 | $143,616 | |
| MARTIN L KOONSMAN MD | |||||||
| Board of Directors | 2.0 | 50.0 | Yes (X) | $0 | $578,836 | $103,794 | |
| Melissa Gerdes MD | |||||||
| Board of Directors (Through March 2017) | 2.0 | 40.0 | Yes (X) | $0 | $418,865 | $39,794 | |
| Michael S Marshall MD | |||||||
| Board of Directors | 2.0 | 44.0 | Yes (X) | $0 | $448,984 | $58,860 | |
| Padminie (Pam) Singh MD | |||||||
| Board of Directors | 2.0 | 40.0 | Yes (X) | $0 | $180,980 | $0 | |
| Nancy Georgekutty Alexander MD | |||||||
| Board of Directors | 2.0 | 40.0 | Yes (X) | $0 | $299,884 | $25,154 | |
| Alfonso Ramirez MD | |||||||
| Board of Directors | 2.0 | 5.0 | Yes (X) | $13,817 | $0 | $0 | |
| Bassam Mostafa-Elsawy MD | |||||||
| Board of Directors | 2.0 | 40.0 | Yes (X) | $0 | $241,920 | $44,091 | |
| Michael L Finch MD | |||||||
| Board of Directors | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Lucious Williams | |||||||
| Board of Directors | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Nhan Nguyen MD | |||||||
| Board of Directors | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Arturo Aviles MD | |||||||
| Board of Directors | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Michael J Schaefer | |||||||
| Secretary / Treasurer | 5.0 | 40.0 | Yes (X) | $0 | $1,103,355 | $48,917 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,817 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,759,886 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $639,508 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TEXAS PHYSICIANS RESOURCES LLP | ||||||
| 6451 BRENTWOOD STAIR ROAD | Suite 200 | FORT WORTH | TX | 76112 | Medicare Shared Savings Participating with Physicians | $362,676 |
| DALLAS HOSPITALISTS PA | ||||||
| 1441 NORTH BECKLEY AVENUE | 5TH FL EAST BLDG | DALLAS | TX | 75203 | Contract Payments for Physician Services & DMPN LIABILITY TO PHYSICIANS | $296,705 |
| N TEXAS VILLAGE HEALTH PARTNERS PA | ||||||
| 5425 WEST SPRING CREEK PARKWAY | SUITE 200 | PLANO | TX | 75024 | Medicare Shared Savings Participating with Physicians | $241,137 |
| NORTH TEXAS CARDIOVASCULAR ASSOC | ||||||
| 221 WEST COLORADO BOULEVARD | PAV II SUITE 831 | DALLAS | TX | 75203 | Contract payments for Physician Services | $223,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medicare Shared Savings Income | 621990 | $4,936,071 | $4,936,071 |
| CIGNA CARE COORDINATION | 621990 | $121,512 | $121,512 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,057,583 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,057,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,057,583 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,817 | TotalAmt |
| Program Services | $13,817 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,297,994 | TotalAmt |
| Program Services | $6,297,994 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,644 | TotalAmt |
| Management And General | $27,644 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,370 | TotalAmt |
| Program Services | $57,370 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,874 | TotalAmt |
| Program Services | $72,874 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,294 | TotalAmt |
| Program Services | $11,294 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,263 | TotalAmt |
| Program Services | $3,263 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,497 | TotalAmt |
| Program Services | $14,497 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MEMBERSHIPS / DUES | $187,559 | $187,559 | |
| Repairs & Maintenance | $2,500 | $2,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,688,812 | TotalAmt |
| Program Services | $6,473,609 | ProgramServicesAmt |
| Management And General | $215,203 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552,036 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,290,714 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552,036 | BOYAmt |
| EOY | $3,290,714 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552,036 | BOYAmt |
| EOY | $3,290,714 | 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 | $5,552,036 | BOYAmt |
| EOY | $3,290,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,481 | BOYAmt |
| EOY | $2,312,178 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$725,481 | BOYAmt |
| EOY | -$2,312,178 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552,036 | BOYAmt |
| EOY | $3,290,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,631,229 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $1,631,229 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6,231,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,260,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,437,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,057,583 | CurrentTaxYearAmt |
| Total | $24,987,082 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,231,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,260,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,437,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,057,583 | CurrentTaxYearAmt |
| Total | $24,987,082 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $24,987,082 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,231,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,260,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,437,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,057,583 | CurrentTaxYearAmt |
| Total | $24,987,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | Methodist Patient Centered ACO's INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF METHODIST HEALTH SYSTEM (MHS), A RELATED ORGANIZATION. MHS'S FIN 48 (ASC 740) FOOTNOTE FOR THE YEAR ENDED SEPTEMBER 30, 2017, READS AS FOLLOWS: MHS, MMG, and the Foundation are exempt from federal income taxes under Section 501(a) of the Internal Revenue Code (IRC), as an organization described in IRC Section 501(c)(3). They each have been classified as an organization that is not a private foundation under either IRC Section 509(a)(1) or 509(a)(3), and as such, contributions to them qualify for deduction as charitable contributions. Due to their organization structure, certain of the consolidated entities are taxable under the IRC and some entities are tax exempt but are required to pay income taxes for income generated from activities unrelated to their exempt purpose under IRC Section 511. In addition, certain of the consolidated entities file U.S. partnership income tax returns. The Texas Margin Tax applies to certain partnerships and taxable entities included in the consolidated financial statements. The overall impact of federal income taxes and Texas Margin Taxes to the MHS consolidated financial statements for the years ended September 30, 2017 and 2016 is not significant. MHS has concluded that it does not have any unrecognized tax benefits resulting from current or prior period tax positions. Accordingly, no additional disclosures have been made in the financial statements. MHS does not have any outstanding interest or penalties, and none have been recorded in the consolidated statements of operations and changes in net assets for the years ended September 30, 2017 and 2016. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE WILLIAMS MD | ||||||||||||||
| President | $0 | $401,943 | $0 | $86,591 | $0 | $41,405 | $0 | $40,846 | $0 | $30,770 | $0 | $601,554 | $0 | $0 |
| Shannon Huggins | ||||||||||||||
| VP Compliance | $0 | $190,710 | $0 | $33,213 | $0 | $2,754 | $0 | $11,286 | $0 | $18,534 | $0 | $256,497 | $0 | $0 |
| Brian Jones MD | ||||||||||||||
| Chair | $0 | $274,233 | $0 | $30,875 | $0 | $844 | $0 | $0 | $0 | $26,890 | $0 | $332,841 | $0 | $0 |
| Stephen L Mansfield PHD | ||||||||||||||
| Board of Directors | $0 | $1,165,607 | $0 | $843,539 | $0 | $536,402 | $0 | $16,029 | $0 | $30,927 | $0 | $2,592,506 | $0 | $255,570 |
| LAURA IRVINE | ||||||||||||||
| Board of Directors (Through July 2017) | $0 | $546,632 | $0 | $255,974 | $0 | $76,339 | $0 | $99,646 | $0 | $43,971 | $0 | $1,022,561 | $0 | $65,780 |
| MARTIN L KOONSMAN MD | ||||||||||||||
| Board of Directors | $0 | $436,559 | $0 | $125,140 | $0 | $17,137 | $0 | $71,632 | $0 | $32,161 | $0 | $682,630 | $0 | $0 |
| Melissa Gerdes MD | ||||||||||||||
| Board of Directors (Through March 2017) | $0 | $351,834 | $0 | $62,595 | $0 | $4,436 | $0 | $11,378 | $0 | $28,416 | $0 | $458,659 | $0 | $0 |
| Michael S Marshall MD | ||||||||||||||
| Board of Directors | $0 | $286,868 | $0 | $159,639 | $0 | $2,477 | $0 | $20,773 | $0 | $38,087 | $0 | $507,844 | $0 | $0 |
| Padminie (Pam) Singh MD | ||||||||||||||
| Board of Directors | $0 | $135,056 | $0 | $42,572 | $0 | $3,353 | $0 | $0 | $0 | $0 | $0 | $180,980 | $0 | $0 |
| Nancy Georgekutty Alexander MD | ||||||||||||||
| Board of Directors | $0 | $196,382 | $0 | $103,016 | $0 | $487 | $0 | $0 | $0 | $25,154 | $0 | $325,038 | $0 | $0 |
| Bassam Mostafa-Elsawy MD | ||||||||||||||
| Board of Directors | $0 | $241,383 | $0 | $0 | $0 | $537 | $0 | $13,869 | $0 | $30,222 | $0 | $286,011 | $0 | $0 |
| Michael J Schaefer | ||||||||||||||
| Secretary / Treasurer | $0 | $599,076 | $0 | $332,427 | $0 | $171,852 | $0 | $21,267 | $0 | $27,649 | $0 | $1,152,272 | $0 | $71,751 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | ANY OF THE OFFICERS WHO ARE DETAILED AS BEING PAID BY A RELATED ORGANIZATION MAY HAVE CONTRIBUTIONS TO A SECTION 457(F) NON-QUALIFIED PLAN WHICH ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. METHODIST HOSPITALS OF DALLAS OFFERS A 457(F) RETIREMENT ALLOWANCE PLAN TO OFFICERS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND DIVISION PRESIDENTS. EACH YEAR THE PLAN PROVIDES CREDITS, EXPRESSED AS DOLLAR AMOUNTS, DETERMINED BY A PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY. THE PERCENTAGE FOR EACH PARTICIPANT IS DEFINED IN THE PLAN. IN ADDITION, PARTICIPANTS HAVE THE OPTION TO CONVERT UP TO 80 HOURS OF PAID TIME OFF BENEFITS ANNUALLY TO CREDITS IN THE PLAN. THE DEFERRED ALLOWANCE IS DEPOSITED IN A MUTUAL FUND ACCOUNT FOR EACH PARTICIPANT. THE PLAN DEFINES PROVISIONS FOR VESTING AND THE DISTRIBUTION OF BENEFITS. THE AMOUNTS BELOW; DEFERRED AND PAID, RESPECTIVELY, ARE INCLUDED IN THE AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMNS B(III), (C), OR (F). STEPHEN MANSFIELD, PHD $0 / $518,625 MICHAEL SCHAEFER $0 / $156,183 MARTIN KOONSMAN JR. $61,739 / $0 FRANCES LAUKAITIS $47,549 / $0 GEORGE WILLIAMS $30,968 / $0 LAURA IRVINE $78,804 / $65,780 |
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS PAID BY METHODIST HOSPITALS OF DALLAS, WHICH USES A FORMAL REVIEW PROCESS TO REVIEW COMPENSATION OF EMPLOYEES. The formal review process includes the use of the following methods to establish compensation of the top management officials: 1) a compensation committee, 2) an independent compensation consultant, 3) a compensation survey or study, 4) approval by the board or compensation committee, and 5) contemporaneously substantiated the deliberation and decision. OFFICERS COMPENSATION IS SUBJECT TO FURTHER REVIEW BY THE BOARD OF METHODIST HOSPITALS OF DALLAS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 Lines 15a & 15b- Process to Establish Compensation | Lines 15A & 15B are answered no in accordance with the IRS instructions. The organization does not compensate officers or directors; all compensation reported is from a related entity. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Methodist Patient Centered ACO has as its sole member its parent organization which is Methodist Hospitals of Dallas a 501(c)(3) hospital. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | MHS as the sole member of Methodist Patient Centered ACO has the right to appoint any board member. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Methodist Hospitals of Dallas D/B/A Methodist Health Systems is the sole member of Methodist Patient Centered ACO and has certain reserve powers over Methodist Patient Centered ACO to insure that its operations are consistent with the tax-exempt purpose and mission of both organizations. PER THE BYLAWS, WHILE THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY ITS BOARD OF DIRECTORS, NO ACTION MAY BE TAKEN BY THE BOARD OF DIRECTORS WITH RESPECT TO ANY OF THE SUBJECTS INDICATED BELOW, AND THE AUTHORITY TO ACT WITH RESPECT TO THE SUBJECTS INDICATED BELOW SHALL BE RESERVED EXCLUSIVELY TO THE MEMBER OF THE CORPORATION. - Establishment of or any change in the activities, philosophy, mission, or purpose of the Corporation as set by the Member; - Alteration, amendment or repeal of the Certificate of Formation or of the Bylaws of the Corporation; - Voluntary dissolution of the Corporation; - Election or removal of Directors of the Corporation |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | THERE WAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PREPARED BY An outside PUBLIC ACCOUNTING FIRM. DURING THE RETURN PREPARATION AND REVIEW PROCESS, THE PUBLIC ACCOUNTING FIRM COLLABORATES WITH THE ORGANIZATION'S FINANCE, HUMAN RESOURCES, ACCOUNTING, LEGAL, CORPORATE COMPLIANCE, AND TREASURY FOR ASSISTANCE IN PREPARING A COMPLETE AND ACCURATE RETURN. UPON COMPLETION THE RETURN IS REVIEWED WITH THE REPORTING ORGANIZATION'S APPLICABLE SENIOR FINANCIAL OFFICER PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ANNUALLY, EACH DIRECTOR, OFFICER, AND TRUSTEE SHALL COMPLETE AND SUBMIT A CONFLICTS OF INTEREST DISCLOSURE FORM TO THE BOARD OF DIRECTORS, DISCLOSING ANY FINANCIAL INTERESTS AND EXTERNAL LOYALTIES. DURING THE YEAR, EACH DIRECTOR, OFFICER, OR TRUSTEE SHALL DISCLOSE ANY FINANCIAL INTEREST OR EXTERNAL LOYALTY, ORALLY OR IN WRITING, WHEN HE OR SHE BECOMES AWARE THAT A RELATED CONTRACT, TRANSACTION OR OTHER RELEVANT DECISION IS UNDER CONSIDERATION OR THAT A FINANCIAL INTEREST OR EXTERNAL LOYALTY HAS NOT BEEN DISCLOSED. EACH DIRECTOR, OFFICER, AND TRUSTEE SHALL SEEK AND ACCEPT RESOLUTION OF ANY CONFLICTS OF INTEREST ARISING FROM FINANCIAL INTERESTS OR EXTERNAL LOYALTIES, TO THE SATISFACTION OF THE BOARD OF DIRECTORS. IN THE EVENT OF ANY FINDING THAT POTENTIAL CONFLICT OF INTEREST ISSUES ARE PRESENT, THE ISSUE(S) ARE REPORTED TO THE BOARD CHAIRMAN AND THE AUDIT & CORPORATE OVERSIGHT COMMITTEE ("AUDIT COMMITTEE") CHAIR, TOGETHER WITH A RECOMMENDED RESOLUTION FOR THE POTENTIAL CONFLICT. THE BOARD CHAIR AND AUDIT COMMITTEE MAY APPROVE THE PROPOSED RESOLUTION OR EITHER MAY RECOMMEND FURTHER MEASURES. EITHER THE BOARD CHAIRMAN OR THE AUDIT COMMITTEE MAY REFER AN ISSUE TO THE FULL AUDIT COMMITTEE FOR FURTHER REVIEW AND ACTION. A DIRECTOR, OFFICER, OR TRUSTEE WHO HAS, OR WHOSE RELATIVE HAS, PRIVATE INTERESTS OR RELATIONSHIPS THAT MIGHT CONSTITUTE A FINANCIAL INTEREST OR AN EXTERNAL LOYALTY HAS AN AFFIRMATIVE DUTY TO (A) DISCLOSE THE FACTS ON THE FINANCIAL INTEREST OR EXTERNAL LOYALTY TO THE BOARD OF DIRECTORS; (B) REQUEST A DETERMINATION BY THE BOARD OF DIRECTORS ON WHETHER THE FACTS DISCLOSED RAISE QUESTIONS OF ACTUAL OR APPARENT POTENTIAL CONFLICTS OF INTEREST; (C) RESOLVE TO THE BOARD'S SATISFACTION ANY ISSUE RAISED BY FINANCIAL INTERESTS OR EXTERNAL LOYALTIES IN THE EVENT THE BOARD THEN OR LATER DEEMS THEM TO BE POTENTIAL CONFLICTS OF INTEREST; AND (D) NOT VOTE ON OR OTHERWISE PARTICIPATE IN MHS'S DECISIONS ON CONTRACTS, TRANSACTIONS, OR RELATIONSHIPS THAT AFFECT FINANCIAL INTERESTS OR EXTERNAL LOYALTIES. |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part IX, Line 11g Other Fees | Contracted Services - Total Expense: 2790238, Program Service Expense: 2790238, Management and General Expenses: , Fundraising Expenses: ; SAVINGS SHARE WITH PHYSICIANS - Total Expense: 2364436, Program Service Expense: 2364436, Management and General Expenses: , Fundraising Expenses: ; SAVINGS SHARE WITH HOSPITALS - Total Expense: 955823, Program Service Expense: 955823, Management and General Expenses: , Fundraising Expenses: ; OTHER PURCHASED SERVICES - Total Expense: 187497, Program Service Expense: 187497, Management and General Expenses: , Fundraising Expenses: ; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Methodist Hospitals of Dallas | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 750800661 | MEDICAL SERVICES | TX | 501(c)(3) | 3 | NA | false |
| ASSOCIATES IN SURGICAL ACUTE CARE | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 262126265 | MEDICAL SERVICES | TX | 501(c)(3) | Type I | METHODIST HOSPITALS OF DALLAS | false |
| CAREFLITE | ||||||||||
| 3110 S GREATSOUTHWEST PKWY | GRAND PRARIE | TX | 75052 | 751657155 | MEDICAL TRANSPORT | TX | 501(c)(3) | 10 | NA | false |
| DALLAS COUNTY INDIGENT CARE CORP | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 260610562 | FUNDING FOR INDIGENT CARE | TX | 501(c)(3) | Type I | NA | false |
| DALLAS METHODIST HOSPITALS FOUNDATION | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 751548343 | FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS | TX | 501(c)(3) | 7 | METHODIST HOSPITALS OF DALLAS | false |
| DALLAS METHODIST PHYSICIANS NETWORK | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 752693707 | HEALTH CARE CONTRACTING | TX | 501(c)(6) | METHODIST HOSPITALS OF DALLAS | false | |
| MEDHEALTH | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 752896138 | MEDICAL SERVICES | TX | 501(c)(3) | Type I | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST CDI | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 465265469 | MEDICAL SERVICES | TX | 501(c)(3) | 3 | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST RICHARDSON FOUNDATION | ||||||||||
| 2831 E PRESIDENT GEORGE BUSH HWY | RICHARDSON | TX | 75082 | 751788520 | FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS | TX | 501(c)(3) | Type I | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST TRANSPLANT PHYSICIANS | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 010612870 | MEDICAL SERVICES | TX | 501(c)(3) | Type I | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST URGENT CARE | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 471054059 | MEDICAL SERVICES | TX | 501(c)(3) | 3 | METHODIST HOSPITALS OF DALLAS | false |
| MHSR MEDICAL CENTER | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 264193362 | MEDICAL SERVICES | TX | 501(c)(3) | Type I | METHODIST HOSPITALS OF DALLAS | false |
| NELLE NORRELL FOUNDATION | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 756034201 | FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS | TX | 501(c)(3) | Type I | METHODIST HOSPITALS OF DALLAS | false |
| PAVILION PROPERTIES | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 752284449 | REAL ESTATE TITLE HOLDING | TX | 501(c)(2) | METHODIST HOSPITALS OF DALLAS | false | |
| PHYSICANS ASSOC OF SW DALLAS | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 752966610 | MEDICAL SERVICES | TX | 501(c)(3) | Type I | METHODIST HOSPITALS OF DALLAS | false |
| TARRANT COUNTY INDIGENT CARE | ||||||||||
| 612 E LAMAR STREET | ARLINGTON | TX | 76011 | 260648532 | FUNDING FOR INDIGENT CARE | TX | 501(c)(3) | Type I | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| METDALSPI HOLDING LLC | |||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 263207402 | Holding Company | TX | METHODIST HOSPITAL OF DALLAS | N/A | |
| METDALSPI LLC | |||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 263195791 | HOSPITAL | TX | METDALSPI HOLDING LLC | N/A | |
| METHODIST DIAGNOSTIC IMAGING OF TEXAS LLC | |||||||||
| 5775 WAYZATA BLVD | ST LOUIS PARK | MN | 55416 | 472352211 | MEDICAL SERVICES | TX | METHODIST HOSPITAL OF DALLAS | N/A | 400 |
| METHODIST MCKINNEY HOSPITAL PROPERTY | |||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 261943814 | REAL ESTATE HOLDING | TX | METHODIST HOSPITAL OF DALLAS | N/A | |
| METHODIST MCKINNEY HOSPITAL LLC | |||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 208847736 | HOSPITAL | TX | METHODIST HOSPITAL OF DALLAS | N/A | |
| METHODIST URGENT CARE OF TEXAS LLC | |||||||||
| 265 BROOKVIEW CENTRE WAY | KNOXVILLE | TN | 37919 | 352509140 | MEDICAL SERVICES | TX | METHODIST HOSPITAL OF DALLAS | N/A | 400 |
| METSL HOLDINGS LLC | |||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 812295479 | Holding Company | TX | NORTH TEXAS HEALTH FACILITIES MGMT | N/A | |
| METSL LLC | |||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 812332488 | Hospital | TX | METSL HOLDINGS LLC | N/A | |
| MHD-USO GENERAL LLC | |||||||||
| ONE POST STREET | SAN FRANCISCO | CA | 94104 | 203843579 | MEDICAL SERVICES | TX | NORTH TEXAS HEALTH FACILITIES MGMT | N/A | 35TH FL ATTN TAX DEPT |
| MHD-USO MANAGEMENT COMPANY LP | |||||||||
| ONE POST STREET | SAN FRANCISCO | CA | 94104 | 203844027 | MEDICAL SERVICES | TX | NORTH TEXAS HEALTH FACILITIES MGMT | N/A | 35TH FL |
| MHS-CHC ILP | |||||||||
| 3020 W WHEATLAND RD | DALLAS | TX | 75237 | 205000978 | REHAB HOSPITAL | TX | MHS-CHC LLC | N/A | |
| MHS-CHC LLC | |||||||||
| 3020 W WHEATLAND RD | DALLAS | TX | 75237 | 204921888 | Holding Company | TX | METHODIST HOSPITAL OF DALLAS | N/A | |
| MRCU LLC | |||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 474584500 | MEDICAL SERVICES | TX | METHODIST HOSPITAL OF DALLAS | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| NORTH TEXAS HEALTH FACILITIES MANAGEMENT | |||||||||
| 1441 N BECKELY AVE | DALLAS | TX | 75203 | 751700994 | FACILITY AND PHYSICIAN MGMT | TX | METHODIST HOSPITALS OF DALLAS | C Corporation | false |
| COLLECTECH FINANCIAL SERVICES INC | |||||||||
| 1441 N BECKELY AVE | DALLAS | TX | 75203 | 752369856 | BILLING AND COLLECTION | TX | NORTH TEXAS Health FACILITIES MGMT | C Corporation | false |
| RICHARDSON PHYSICIAN ALLIANCE | |||||||||
| 1441 N BECKELY AVE | DALLAS | TX | 75203 | 750591925 | PHYSICIAN SERVICES | TX | METHODIST HOSPITALS OF DALLAS | C Corporation | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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