TEXAS HEALTH RESOURCES FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS HEALTH RESOURCES FOUNDATION (EIN 75-2022128)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201623169349304527
- Schema version
- 2015v2.1
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T15:56:00-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752022128 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Health Resources Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID JACKSON | InCareOfNm |
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 6822367900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E Lamar Blvd Ste 300 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK MCWHORTER | PersonNm |
| Person Title | Asst Secretary | PersonTitleTxt |
| Phone | 6822367900 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jay McAuley | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E Lamar Blvd Ste 300 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $94,516,405 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | texashealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Develop and cultivate philanthropy and collaborative relationships within the community to support the programs and services offered by TX Health Resources related entities | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 725 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $13,291,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,879,187 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,442,887 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,628,254 | CYInvestmentIncomeAmt |
| PY Other Revenue | $470,500 | PYOtherRevenueAmt |
| CY Other Revenue | -$103,740 | CYOtherRevenueAmt |
| PY Total Revenue | $28,204,647 | PYTotalRevenueAmt |
| CY Total Revenue | $19,403,701 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,758,449 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,844,062 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,916,497 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,983,847 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,262,849 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,347,537 | PYOtherExpensesAmt |
| CY Other Expenses | $3,127,276 | CYOtherExpensesAmt |
| PY Total Expenses | $22,022,483 | PYTotalExpensesAmt |
| CY Total Expenses | $18,955,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,182,164 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $448,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $251,066,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,762,228 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,791,129 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,306,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $244,275,497 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $229,455,352 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DEVELOP AND CULTIVATE PHILANTHROPY AND COLLABORATIVE RELATIONSHIPS WITHIN THE COMMUNITY TO SUPPORT THE PROGRAMS AND SERVICES OFFERED BY TEXAS HEALTH RESOURCES RELATED ENTITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,849,085 | ExpenseAmt |
| Grant | $11,844,062 | GrantAmt |
| Desc | The primary activity of Texas Health Resources Foundation is to develop and cultivate philanthropy and collaborative relationships within the healthcare community. In addition, the Foundation aligns with Texas Health Resources and its related organizations to foster programs and services offered and to improve the health of the communities served. Most of the grants given by the Foundation are made to support the activities of the members of the Texas Health Resources healthcare system. Activities undertaken during the year are targeted programs to identify, cultivate, solicit, receive, invest and grant philanthropic funds. Activities undertaken include: Capital Campaigns, Major Gift Program, Annual and Tribute Giving Programs, Planned Giving Program, Special Fundraising Events, and Hospital Affinity Groups. Grants were made in support of: education of physicians, nurses and allied health professionals, medical research, indigent patient programs, hospital equipment replacement and capital projects, other patient care services needed in the community, and operating expenses for certain departments at related Texas Health System hospitals. | Desc |
| Total Program Service Expenses | $11,849,085 | 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 | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 35 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID JACKSON | PersonNm |
| Phone | 6822367900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E LAMAR BLVD | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Compton R Brock | |||||||||
| Vice Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ewing III S Finley | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Fikes Martha | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Goldman Ronald | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Hawkins Pat C | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lamkin Bill M | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Laughlin L Russell | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Leiser Thomas A | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lloyd Chesleigh Cofer | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Moroneso Philip A | |||||||||
| Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Norwood Philip E | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Parsons Mary Catherine | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Poss Mary E | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rotz Brenda | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Romo Michael J | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Shelby Brooke | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Wen MD Ted S | |||||||||
| Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Boes Charles W | |||||||||
| Assistant Secretary | 0.5 | 40.0 | $0 | $764,506 | $59,480 | Yes (X) | |||
| Canose MD Jeffrey L | |||||||||
| THR Corporate Officer | 0.5 | 40.0 | $0 | $1,018,371 | $363,705 | Yes (X) | |||
| Farrar Ed | |||||||||
| Assistant Secretary | 0.5 | 40.0 | $0 | $211,533 | $49,292 | Yes (X) | |||
| Kramer Kenneth | |||||||||
| Assistant Secretary | 0.5 | 40.0 | $0 | $669,825 | $109,536 | Yes (X) | |||
| McWhorter Rick E | |||||||||
| Assistant Secretary | 0.5 | 40.0 | $0 | $517,956 | $161,844 | Yes (X) | |||
| Stout Luanne R | |||||||||
| Corporate Secretary | 0.5 | 40.0 | $0 | $260,435 | $94,686 | Yes (X) | |||
| McAuleyJames K | |||||||||
| PRESIDENT THR FOUNDATION | 40.0 | 0.0 | $411,893 | $0 | $94,846 | Yes (X) | |||
| McWhorterLaura Quenette | |||||||||
| VP FOUNDATION | 40.0 | 0.0 | $267,255 | $0 | $41,181 | Yes (X) | |||
| AtkinsonLesley Lynne | |||||||||
| VP FUNDRAISING | 40.0 | 0.0 | $176,665 | $0 | $21,712 | Yes (X) | |||
| ArcemontMark J | |||||||||
| DIR SR ADVANCEMENT SVCS | 40.0 | 0.0 | $138,572 | $0 | $31,934 | Yes (X) | |||
| DaltonSusan W | |||||||||
| DIR DEVL ANNUAL GIVING/SPL EVE | 40.0 | 0.0 | $122,519 | $0 | $32,782 | Yes (X) | |||
| AndersonRoger D | |||||||||
| DIR SR MAJOR GIFTS | 40.0 | 0.0 | $122,373 | $0 | $39,747 | Yes (X) | |||
| RamseyVictoria Milke | |||||||||
| DIR SR MAJOR GIFTS | 40.0 | 0.0 | $109,043 | $0 | $29,200 | Yes (X) | |||
| FisherShannon Blackman | |||||||||
| DIR SR GRANTS | 40.0 | 0.0 | $107,198 | $0 | $47,404 | Yes (X) | |||
| HansonStephen C | |||||||||
| Former Officer | 0.0 | 40.0 | $0 | $158,661 | $0 | Yes (X) | |||
| MitchellJohn D | |||||||||
| Former Officer | 0.0 | 40.0 | $0 | $417,466 | $90,554 | Yes (X) | |||
| FugatePaige | |||||||||
| Former Officer | 0.0 | 40.0 | $0 | $176,334 | $37,637 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,455,518 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,195,087 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,305,540 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Texas Health Resources | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E Lamar Blvd | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Mgmt Svc | ServicesDesc |
| Compensation | $163,786 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $1,438,620 | FundraisingAmt |
| Related Organizations | $830,754 | RelatedOrganizationsAmt |
| All Other Contributions | $5,609,813 | AllOtherContributionsAmt |
| Noncash Contributions | $362,378 | NoncashContributionsAmt |
| Total Contributions | $7,879,187 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,252,113 | TotalRevenueColumnAmt |
| Exclusion | $4,252,113 | 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 | $320,543 | TotalRevenueColumnAmt |
| Exclusion | $320,543 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,487,099 | SecuritiesAmt |
| Other | $4,130,573 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,640,349 | SecuritiesAmt |
| Other | $2,601,182 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,846,750 | SecuritiesAmt |
| Other | $1,529,391 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,376,141 | TotalRevenueColumnAmt |
| Exclusion | $7,376,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $398,390 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,438,620 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $832,891 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$434,501 | TotalRevenueColumnAmt |
| Exclusion | -$434,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $48,500 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $38,282 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,218 | TotalRevenueColumnAmt |
| Exclusion | $10,218 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,403,701 | TotalRevenueColumnAmt |
| Exclusion | $11,524,517 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,827,062 | TotalAmt |
| Program Services | $11,827,062 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $17,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,157 | TotalAmt |
| Management And General | $801,880 | ManagementAndGeneralAmt |
| Fundraising | $198,277 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,653,363 | TotalAmt |
| Management And General | $644,041 | ManagementAndGeneralAmt |
| Fundraising | $2,009,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,686 | TotalAmt |
| Fundraising | $42,686 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,910 | TotalAmt |
| Management And General | $53,997 | ManagementAndGeneralAmt |
| Fundraising | $69,913 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,731 | TotalAmt |
| Management And General | $5,773 | ManagementAndGeneralAmt |
| Fundraising | $157,958 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,786 | TotalAmt |
| Management And General | $163,786 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,381,320 | TotalAmt |
| Management And General | $1,381,320 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,084 | TotalAmt |
| Management And General | $68,084 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,528 | TotalAmt |
| Fundraising | $346,528 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,651 | TotalAmt |
| Management And General | $4,803 | ManagementAndGeneralAmt |
| Fundraising | $38,848 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,983 | TotalAmt |
| Management And General | $43,351 | ManagementAndGeneralAmt |
| Fundraising | $33,632 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,252 | TotalAmt |
| Management And General | $397,251 | ManagementAndGeneralAmt |
| Fundraising | $44,001 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,127 | TotalAmt |
| Management And General | $1,203 | ManagementAndGeneralAmt |
| Fundraising | $24,924 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,849 | TotalAmt |
| Management And General | $4,593 | ManagementAndGeneralAmt |
| Fundraising | $14,256 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,642 | TotalAmt |
| Management And General | $72,642 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740 | TotalAmt |
| Management And General | $2,740 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSE | $252,772 | $9,852 | $242,920 | |
| COMMUNITY OUTREACH | $142,225 | $138,154 | $4,071 | |
| SUPPLIES | $45,465 | $23,733 | $21,732 | |
| LICENSE/DUES | $22,587 | $10,643 | $6,921 | $5,023 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,265 | TotalAmt |
| Management And General | $15,405 | ManagementAndGeneralAmt |
| Fundraising | $6,860 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,955,185 | TotalAmt |
| Program Services | $11,849,085 | ProgramServicesAmt |
| Management And General | $3,843,251 | ManagementAndGeneralAmt |
| Fundraising | $3,262,849 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,010 | BOYAmt |
| EOY | $117,774 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,037,099 | BOYAmt |
| EOY | $4,269,929 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,031,876 | BOYAmt |
| EOY | $7,401,304 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,685 | BOYAmt |
| EOY | $2,733 | 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 | $79,980 | BOYAmt |
| EOY | $87,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $939,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $519,766 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,093,171 | BOYAmt |
| EOY | $419,347 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,769,191 | BOYAmt |
| EOY | $217,820,393 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,000 | BOYAmt |
| EOY | $18,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,846,614 | BOYAmt |
| EOY | $3,625,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,066,626 | BOYAmt |
| EOY | $233,762,228 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,875 | BOYAmt |
| EOY | $214,432 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,504 | BOYAmt |
| EOY | $471,576 | 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 | $5,928,750 | BOYAmt |
| EOY | $3,620,868 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,791,129 | BOYAmt |
| EOY | $4,306,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,753,767 | BOYAmt |
| EOY | $77,223,447 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,029,953 | BOYAmt |
| EOY | $83,364,636 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,491,777 | BOYAmt |
| EOY | $68,867,269 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,275,497 | BOYAmt |
| EOY | $229,455,352 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,066,626 | BOYAmt |
| EOY | $233,762,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $448,516 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$14,877,565 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$391,096 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,281,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,311,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,885,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,291,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,879,187 | CurrentTaxYearAmt |
| Total | $45,648,615 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,281,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,311,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,885,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,291,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,879,187 | CurrentTaxYearAmt |
| Total | $45,648,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,761,627 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,886,988 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,380,641 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,540,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,065,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,964,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,572,656 | CurrentTaxYearAmt |
| Total | $21,524,080 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $67,172,695 | TotalSupportAmt |
| Public Support CY170 | 0.57891 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56016 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Information-Part II-B | FormAndLineReferenceDesc |
| Explanation | Officers and/or Board Members of the corporation may, to an insubstantial degree, make comments or statements concerning legislation that may affect either the healthcare industry or the health status of the communities the Corporation serves. In pursuing this activity, Officers and/or Board Members may engage in conversations and/or write letters to various federal, state, and local officials regarding such matters. The amount of time and money involved in these activities is negligible. In no case has either the Corporation, or any person acting on behalf of the Corporation, intervened in any political campaign. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $2,764 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,948,196 | BeginningYearBalanceAmt |
| Contributions | $574,808 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,962,720 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,986,357 | GrantsOrScholarshipsAmt |
| End Year Balance | $144,573,927 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,560,046 | BeginningYearBalanceAmt |
| Contributions | $4,435,975 | ContributionsAmt |
| Investment Earnings Or Losses | $6,707,759 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,755,584 | GrantsOrScholarshipsAmt |
| End Year Balance | $152,948,196 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,468,909 | BeginningYearBalanceAmt |
| Contributions | $32,323,048 | ContributionsAmt |
| Investment Earnings Or Losses | $19,223,433 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,455,343 | GrantsOrScholarshipsAmt |
| End Year Balance | $143,560,047 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,436,270 | BeginningYearBalanceAmt |
| Contributions | $2,684,560 | ContributionsAmt |
| Investment Earnings Or Losses | $7,985,503 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,637,424 | GrantsOrScholarshipsAmt |
| End Year Balance | $93,468,909 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,469,858 | BeginningYearBalanceAmt |
| Contributions | $580,587 | ContributionsAmt |
| Investment Earnings Or Losses | $2,273,825 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $888,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $84,436,270 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22350 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,999 | OtherCostOrOtherBasisAmt |
| Book Value | $9,999 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $317,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,291 | DepreciationAmt |
| Book Value | $216,522 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $611,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $418,475 | DepreciationAmt |
| Book Value | $192,826 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $419,347 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $2,424,832 |
| CHARITABLE GIFT ANNUITIES | $759,461 |
| CHARITABLE REMAINDER UNITRUSTS | $436,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,620,868 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Escrow And Custodial Arrangements | Texas Health Resources Foundation (THRF) is a member of Texas Health Resources, a healthcare system. THRF provides administrative services related to the contributions received by a group of hospitals within the Texas Health Resources Healthcare System. The majority of the funds held for others are for these related entities. Entities obtain their funds by submitting a grant request to THRF. After verifying that the funds are being used in accordance with any donor restrictions, the funds are then distributed to the requesting entity. |
| Endowment Funds - Intended Use | Endowment Funds have the following designated purposes: Education, Research, Capital Projects, Future and Patient Programs, Community Outreach, support for foundation operations, special initiatives at Texas Health Resources system hospitals, and other unrestricted uses. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Puttin on Pink | Event1Nm |
| Gross Receipts Event1 | $422,191 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $388,078 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,113 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,000 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,540 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,181 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,440 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $97,505 | OtherDirectExpensesEvent1Amt |
| Event2 | Greer Garson | Event2Nm |
| Gross Receipts Event2 | $353,359 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $249,971 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $103,388 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $89,253 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $54,610 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $46 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,210 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $28,342 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,061,463 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $800,572 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $260,891 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $192,572 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $186,918 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $20,112 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $33,210 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $69,951 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,837,013 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,438,621 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $398,392 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $283,825 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $253,068 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $51,339 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $48,860 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $195,798 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $832,890 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$434,498 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $48,500 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $38,282 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $48,500 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $38,282 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $38,282 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $10,218 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | false | LicensedInd |
| Explanation If No | All gaming activities are raffles. Per the Charitable Raffle Enabling Act of Texas, no licensing is required. | ExplanationIfNoTxt |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Individual With Books | Alisa Hudson | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 E Lamar Blvd Ste 600 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | Alisa Hudson | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Tracking Income & Expenses for the raffles | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Texas Health Allen | |||||||
| 1105 Central Expressway N | Allen | TX | 75013 | 752890358 | 501(c)(3) | $88,869 | Equipment, Education, & Unrestricted |
| Texas Health Dallas | |||||||
| 8200 Walnut Hill Ln | Dallas | TX | 75231 | 751047527 | 501(c)(3) | $5,104,121 | Capital, Community Outreach, Education, Research & Unrestricted. |
| Texas Health Denton | |||||||
| 3000 N Interstate 35 | Denton | TX | 76201 | 432008974 | 501(c)(3) | $93,680 | Capital & Unrestricted |
| Texas Health Kaufman | |||||||
| 850 Ed Hall Drive | Kaufman | TX | 75142 | 752771437 | 501(c)(3) | $89,157 | Community Outreach & unrestricted |
| Texas Health Plano | |||||||
| 6200 W Parker Rd | Plano | TX | 75093 | 752770738 | 501(c)(3) | $112,039 | Capital, Community Outreach, Education & unrestricted |
| Texas Health Resources | |||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752702388 | 501(c)(3) | $1,346,246 | Education, Community Outreach & Unrestricted |
| Texas Health Fort Worth | |||||||
| 1301 Pennsylvania Ave | Fort Worth | TX | 76104 | 756001743 | 501(c)(3) | $3,063,773 | Capital, Community Outreach, Education & unrestricted |
| Texas Health Research & Education Institute | |||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752562191 | 501(c)(3) | $193,826 | Community Outreach, Capital Projects, Education, Research & Unrestricted |
| Texas Health Alliance | |||||||
| 10864 Texas Health Trail | Fort Worth | TX | 76244 | 451502252 | 501(c)(3) | $217,649 | Capital, Education & Unrestricted |
| Texas Health Arlington | |||||||
| 800 W Randol Mill Rd | Arlington | TX | 76012 | 750972805 | 501(c)(3) | $96,178 | Capital, Community Outreach, Education & Unrestricted |
| Texas Health Azle | |||||||
| 108 Denver Trail | Azle | TX | 76020 | 751748586 | 501(c)(3) | $63,901 | Community Outreach & Unrestricted |
| Texas Health Cleburne | |||||||
| 201 Walls Dr | Cleburne | TX | 76033 | 751977850 | 501(c)(3) | $204,969 | Community Outreach, Education, & Unrestricted |
| Texas Health HEB | |||||||
| 1600 Hospital Parkway | Bedford | TX | 76022 | 751438726 | 501(c)(3) | $856,109 | Capital, Community Outreach, Education, & Unrestricted |
| Texas Health Stephenville | |||||||
| 411 Belknap | Stephenville | TX | 76401 | 751752253 | 501(c)(3) | $21,129 | Capital, Education & Unrestricted |
| Texas Health Southwest | |||||||
| 6100 Hospital Parkway | Fort Worth | TX | 76132 | 752678857 | 501(c)(3) | $229,528 | Capital, Community Outreach, Education & Unrestricted |
| Tx Chapter of American College of Physicians | |||||||
| 401 W 15th St | Austin | TX | 78701 | 751823808 | 501(c)(3) | $8,400 | Research |
| Texas Health Physcians Group | |||||||
| 9229 LBJ Freeway | Dallas | TX | 75243 | 752613493 | 501(C)(3) | $26,648 | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 19 | RecipientCnt |
| Cash Grant | $17,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedures for Monitoring Grants | FormAndLineReferenceDesc |
| Explanation | Texas Health Resources Foundation (THRF) is a member of the Texas Health Resources, (THR) healthcare system. The majority of the grants distributed by THRF are to related tax exempt organizations. THRF does not pay grants in advance to related organizations. Related organizations request reimbursement for their qualified expenses, by submitting a request containing documentation that will enable THFR to verify the funds are being used properly. Grants to non-related tax exempt organizations are generally given to entities that are working closely with the THR organization. THRF is able to monitor the use of these funds through their activities with THR employees. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Boes Charles W | ||||||||||||||
| Assistant Secretary | $0 | $493,855 | $0 | $157,708 | $0 | $112,943 | $0 | $19,875 | $0 | $39,605 | $0 | $823,986 | $0 | $25,860 |
| Canose MD Jeffrey L | ||||||||||||||
| THR Corporate Officer | $0 | $687,287 | $0 | $220,259 | $0 | $110,825 | $0 | $322,467 | $0 | $41,238 | $0 | $1,382,076 | $0 | $29,378 |
| Farrar Ed | ||||||||||||||
| Assistant Secretary | $0 | $195,926 | $0 | $14,155 | $0 | $1,452 | $0 | $15,189 | $0 | $34,103 | $0 | $260,825 | $0 | $0 |
| Kramer Kenneth | ||||||||||||||
| Assistant Secretary | $0 | $306,934 | $0 | $288,282 | $0 | $74,609 | $0 | $59,034 | $0 | $50,502 | $0 | $779,361 | $0 | $213,851 |
| McWhorter Rick E | ||||||||||||||
| Assistant Secretary | $0 | $361,032 | $0 | $94,454 | $0 | $62,470 | $0 | $129,475 | $0 | $32,369 | $0 | $679,800 | $0 | $11,875 |
| Stout Luanne R | ||||||||||||||
| Corporate Secretary | $0 | $190,958 | $0 | $41,692 | $0 | $27,785 | $0 | $65,856 | $0 | $28,830 | $0 | $355,121 | $0 | $0 |
| McAuleyJames K | ||||||||||||||
| PRESIDENT THR FOUNDATION | $286,011 | $0 | $78,162 | $0 | $47,720 | $0 | $51,218 | $0 | $43,628 | $0 | $506,739 | $0 | $10,313 | $0 |
| McWhorterLaura Quenette | ||||||||||||||
| VP FOUNDATION | $194,162 | $0 | $39,149 | $0 | $33,944 | $0 | $15,877 | $0 | $25,304 | $0 | $308,436 | $0 | $0 | $0 |
| AtkinsonLesley Lynne | ||||||||||||||
| VP FUNDRAISING | $145,381 | $0 | $8,644 | $0 | $22,640 | $0 | $0 | $0 | $21,712 | $0 | $198,377 | $0 | $0 | $0 |
| HansonStephen C | ||||||||||||||
| Former Officer | $0 | $134,123 | $0 | $24,538 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $158,661 | $0 | $158,661 |
| MitchellJohn D | ||||||||||||||
| Former Officer | $0 | $274,141 | $0 | $79,766 | $0 | $63,559 | $0 | $44,435 | $0 | $46,119 | $0 | $508,020 | $0 | $10,605 |
| FugatePaige | ||||||||||||||
| Former Officer | $0 | $164,446 | $0 | $11,688 | $0 | $200 | $0 | $12,704 | $0 | $24,933 | $0 | $213,971 | $0 | $0 |
| ArcemontMark J | ||||||||||||||
| DIR SR ADVANCEMENT SVCS | $128,416 | $0 | $8,158 | $0 | $1,998 | $0 | $7,131 | $0 | $24,803 | $0 | $170,506 | $0 | $0 | $0 |
| DaltonSusan W | ||||||||||||||
| DIR DEVL ANNUAL GIVING/SPL EVE | $110,088 | $0 | $7,445 | $0 | $4,986 | $0 | $8,844 | $0 | $23,938 | $0 | $155,301 | $0 | $0 | $0 |
| AndersonRoger D | ||||||||||||||
| DIR SR MAJOR GIFTS | $109,854 | $0 | $7,938 | $0 | $4,581 | $0 | $9,140 | $0 | $30,607 | $0 | $162,120 | $0 | $0 | $0 |
| FisherShannon Blackman | ||||||||||||||
| DIR SR GRANTS | $99,089 | $0 | $7,209 | $0 | $900 | $0 | $8,401 | $0 | $39,003 | $0 | $154,602 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a - Gross-up Payments | Certain imputed income is grossed-up to include employment taxes paid on the listed persons behalf. All tax indemnification payments provided to employees are included in the taxable compensation of the employee. |
| Schedule J, Part I, Line 1a - Discretionary Spending Account | EACH EXECUTIVE AT THE VICE PRESIDENT LEVEL AND ABOVE RECEIVES A PERK ALLOWANCE WHICH IS INCLUDED IN THE TAXABLE COMPENSATION OF THE EMPLOYEE. This allowance covers costs such as business use of their personal vehicles in lieu of reimbursement for auto mileage. |
| Schedule J, Part I, Line 1a - Social Club Dues | Two officers are REIMBURSED FOR SOCIAL CLUB DUES. THE PORTION OF THE DUES ALLOCABLE TO PERSONAL USE IS INCLUDED IN THE TAXABLE COMPENSATION OF THE EMPLOYEE. |
| Schedule J, Part I, Line 3 - CEO Compensation | THE ORGANIZATIONS RELIED ON TEXAS HEALTH RESOURCES (THR), A RELATED 501(C)(3) ORGANIZATION WITH CENTRALIZED COMPENSATION PROFESSIONALS TO USE THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT. * THR HAS A Governance Committee COMPRISED OF EXTERNAL BOARD MEMBERS THAT REVIEW COMPENSATION PHILOSOPHY AND DESIGN. One function of the governance committee is to serve as a compensation committee for the THR system. * THR BOARD HIRED INDEPENDENT COMPENSATION CONSULTANTS. * THR & THE INDEPENDENT COMPENSATION CONSULTANTS UTILIZE PUBLISHED THIRD-PARTY COMPENSATION SURVEYS. AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT IS HIRED BY THE THR BOARD OF TRUSTEES (BOARD) TO REVIEW BASE PAY ANNUALLY AS COMPARED TO A PEER GROUP OF EMPLOYERS SIMILAR IN SIZE AND SCOPE TO THR. EVERY THREE YEARS THE INDEPENDENT COMPENSATION CONSULTANT REVIEWS ALL ASPECTS OF EXECUTIVE COMPENSATION (BASE, INCENTIVES, BENEFITS, ETC.) WHICH INCLUDES: * REVIEW AND CONFIRMATION OF THE EXECUTIVE COMPENSATION PHILOSOPHY. * MARKET REVIEW OF BASE AND INCENTIVE PAY FOR ALL POSITIONS. NATIONAL, REGIONAL, AND LOCAL DATA IS REVIEWED WHEN AVAILABLE. * MARKET REVIEW OF BENEFITS AND PERQUISITES, * INTERVIEW OF SELECTED OFFICERS AND MEMBERS OF THE GOVERNANCE COMMITTEE (COMPENSATION COMMITTEE) OF THE THR BOARD OF TRUSTEES, AND * REVIEW OF FINANCIAL REPORTS, JOB DESCRIPTIONS, ORGANIZATIONAL CHARTS, CURRENT SALARIES, INCENTIVE OPPORTUNITIES, INCENTIVE PAYMENTS, BENEFITS, PERQUISITES AND PLAN DOCUMENTS. THE INDEPENDENT COMPENSATION CONSULTANT MEETS DIRECTLY WITH THE GOVERNANCE COMMITTEE TO REPORT THE RESULTS OF THE TOTAL COMPENSATION STUDY. AT THE BEGINNING OF EACH YEAR, THE GOVERNANCE COMMITTEE REVIEWs A DETAILED REPORT CONTAINING THE BELOW INFORMATION. THE BOARD REVIEWS AN EXECUTIVE SUMMARY OF THE DETAILED REPORT. * MARKET ANALYSIS BASED ON THE RESULTS OF THE OUTSIDE CONSULTANT'S REVIEW * OFFICER BASE SALARY ADJUSTMENTS INCLUDING MERIT AND MARKET/EQUITY ADJUSTMENTS * PRIOR YEAR EXECUTIVE ANNUAL INCENTIVE AWARDS * CURRENT YEAR EXECUTIVE ANNUAL INCENTIVE PLAN TARGETS, KEY PERFORMANCE INDICATORS AND POTENTIAL PAYOUT AMOUNTS. |
| Schedule J, Part I, Line 4b - Nonqualified Retirement Plan | PARTICIPATION IN THE PLAN IS MADE AVAILABLE TO A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES, AS DETERMINED BY THE THR BOARD OF TRUSTEES, WHO ARE PROVIDING SERVICES IN KEY POSITIONS OF MANAGEMENT AND RESPONSIBILITY. FOR THE ACTIVE RESTORATION ACCOUNT (ACCOUNT BALANCES AFTER 12/31/2009), SERP BENEFITS VEST WHILE THE PARTICIPANT IS EMPLOYED IF THE PARTICIPANT: * REACHES AGE 65, * BECOMES DISABLED or DIES, * REACHES THE FOLLOWING YEARS OF SERVICE: 2 YEARS - 25%; 3 YEARS -50%; 4 YEARS - 75%; AND 5 OR MORE - 100%. PARTICIPANTS MUST BE EMPLOYED ON DEC 1 TO QUALIFY FOR THE CURRENT YEAR'S SERP benefit UNLESS SEPARATION IS DUE TO DEATH, DISABILITY, RETIREMENT (AGE 65) OR EARLY RETIREMENT (SEPARATION FROM SERVICE AT OR AFTER AGE 55 WITH 75 YEARS OF COMBINED AGE AND CONTINUOUS SERVICE WITH THE SYSTEM). SERP benefits ARE CALCULATED EACH DEC 1. VESTED BALANCES ARE TAXED to the employee AND THE NET BALANCES BEGIN ACCRUING EARNINGS. VESTED BALANCES ARE PAID IN a CASH LUMP SUM WITHIN a 90 DAY PERIOD COMMENCING ON THE EARLIER OF DEATH, DISABILITY, OR SEPARATION FROM SERVICE. The deferred portion is included in Schedule J, Part II, column c. In FROZEN RESTORATION ACCOUNTS (ACCOUNT BALANCES PRIOR TO 1/1/2010), THE PARTICIPANT OR BENEFICIARY SHALL BE TAXED ON HIS OR HER VESTED SERP BENEFITS UPON THE EARLIEST OF: * Continued employment in THR until AGE 68 * TERMINATION OF EMPLOYMENT FOR DISABILITY OR DEATH * INVOLUNTARY TERMINATION OF EMPLOYMENT WITHOUT REASONABLE CAUSE; OR * SATISFYING A 24 MONTH NON-COMPETE PERIOD FOLLOWING HIS/HER TERMINATION OF EMPLOYMENT. PAYMENT follow THE BEFORE MENTIONED EVENTS, EXCEPT IN THE CASE OF INVOLUNTARY SEPARATIONS FOR WHICH THE PARTICIPANT MUST WAIT 24 MONTHS TO RECEIVE THE PREVIOUSLY TAXED BENEFIT. Payouts TO THE FOLLOWING EMPLOYEES WERE MADE DURING THE YEAR. THE AMOUNTS BELOW ARE INCLUDED IN THE AMOUNT REPORTED ON SCH J, PART II, COLUMN B(III) AND COLUMN (F). Hanson,Stephen C $158,661 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 45 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,830 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Retail Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $88,817 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Retail Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,184 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Raffles Items | 403 | $213,276 | Retail Value |
| Yes (X) | Software | 1 | $20,800 | Retail Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Business Relationship-Part VI, Section A, Line 2 | Texas Health Resources (THR) and its related organizations included in the THR healthcare system encourage employees to become involved in philanthropic endeavors in their communities. As a result, THR healthcare system employees who are serving as officers, board members, or key employees may, from time to time, also serve on the boards of various community organizations such as church boards, United Way, etc. There may be a business relationship as a result of multiple THR employees serving on the same community boards. THR employees serve as the corporate officers of each subsidiary organization. As THR system employees, all officers have a business relationship within the organizations of the THR healthcare system. THR also appoints system officers to the boards of various controlled joint ventures. As THR system employees, various officers of the organization may have a business relationship through serving on THR controlled joint venture boards. Rick and Laura McWhorter have a family relationship. |
| Members-Part VI, Section A, Lines 6 | Texas Health Resources (THR) is the sole member of the organization. |
| Governance Decisions Reserved-Part VI, Section A, Line 7a & 7b | The following actions require the approval of Texas Health Resources (THR) the sole member: (a) Amendment, restatement or repeal of the Certificate or Bylaws of the Corporation (BOC). (b) Sale, exchange, lease or other transfer of all or substantially all of the assets of the Corporation, including under Subchapter F of Chapter 11 of the BOC. (c) Merger or consolidation of the Corporation, including a plan of merger under Subchapter F of Chapter 11 of the BOC. (d) Dissolution of the Corporation. (e) Election of members to the Board of Trustees of the Corporation. (f) Removal of a member of the Board of Trustees of the Corporation as provided in Section 6.04. (g) Creation of affiliates or subsidiaries of the Corporation, and approval of their initial governing documents. (h) Approval of the capital and operating budgets of the Corporation. (i) Incurrence of debt not otherwise included in the capital or operating budgets of the Corporation. (j) Any action which would adversely affect the religious or church practices or affiliation of the Corporation. (k) Voluntary winding up under Chapter 11. (l) Revocation of a voluntary decision to wind up under chapter 11.151 of the BOC. (m) Cancellation of an event requiring winding up under Chapter 11.152 of the BOC. (n) A reinstatement under Chapter 11.202 of the BOC. (o) A distribution plan under Chapter 22.305 of the BOC. (p) A plan of conversion under Chapter 11, Subchapter F of the BOC. (q) A plan of exchange under Chapter 11, Subchapter F of the BOC. |
| Form 990 Filing-Part VI, Section B, Line 11b | A full copy of the Form 990 is provided to members of the governing board before filing. In addition, the Audit & Compliance Committee of the Texas Health Resources (THR) Board of trustees is given the opportunity to review, comment, and ask questions regarding the Form 990s filed for THR and each of its wholly controlled affiliates. |
| Conflict of Interest- Part VI, Section B, Line 12c | Texas Health Resources (THR) has adopted a Conflict of Interest Policy that applies to THR and all of its wholly owned or wholly controlled affiliates. During the first quarter of each fiscal year, a Duality and Conflict Statement Form is distributed by the THR Chief Compliance Officer to all board members, officers, contracted medical directors, employees with a title of manager or above, employed physicians, and certain committee members and other employees based upon function. All disclosed conflicts are reviewed by the THR Chief Compliance Officer. A report, listing each reported Duality of Interest or Conflict of Interest is given to both the Chair of the Governing body and the President of the Corporation with which the reporting person is affiliated. The THR Board of Trustees receives a report when the Annual Disclosure process is complete. Progressive corrective action is taken for any identified noncompliance which may include removal from a board or committee or physician/employee counseling if the person fails to provide the disclosure. In addition, THR monitors through a public database recently implemented by CMS. Management plans are executed as needed based upon disclosures. THR also educates the Boards and workforce annually through either a web based or live compliance training. |
| Compensation Determination-Part VI, Section B, Line 15 a&b | The organization relied on Texas Health Resources (THR) with centralized compensation professionals to review and establish the compensation of the organizations officers. A more in depth discussion of executive compensation review can be found on Schedule J, Part III. |
| Public Disclosure-Part VI, Section C, Line 19 | The organization does not make its governing documents or conflict of interest policy available to the public. The consolidated financial statements of Texas Health Resources (THR) are made available to the public on the website www.dacbond.com. Consolidated financial statements are posted to this website quarterly and the audited financial statements are posted annually. The financial statements of the wholly controlled affiliates of THR are not posted to the website nor are they generally made available to the public in any other manner. |
| Consolidated Financial Statements-Part XII, Line 2c | Texas Health Resources (THR) prepares consolidated financial statements with its related entities. The THR Board appoints an audit and compliance sub-committee that assumes responsibility for oversight of the consolidated audit for all related entities. The related entities do not have a separate audit committee, but abide by the THR committee's oversight. There has been no change during the year in the organizations oversight selection process. |
| Change in Fund Balance - Part XI, Line 9 | Split Interest Agreements $(270,122) Allowance and Discounts $(120,974) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Johnson County Community Care Corp | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 452793120 | Support Org. | TX | 501(c)(3) | 11a | TH Cleburne | false |
| North Texas Healthy Communities | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 464513182 | Comm Support | TX | 501(c)(3) | 7 | TH Resources | false |
| Texas Health Arlington Memorial Hospital | ||||||||||
| 800 West Randol Mill Rd | Arlington | TX | 76011 | 750972805 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Back Care | ||||||||||
| 9229 LBJ Freeway | Dallas | TX | 75243 | 474724257 | Phys. Clinic | TX | 501(c)(3) | 9 | TH Phys Grou | false |
| Texas Health Alliance | ||||||||||
| 10864 Texas Health Trail | Fort Worth | TX | 76244 | 451502252 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Azle | ||||||||||
| 108 Denver Trail | Azle | TX | 76020 | 751748586 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Cleburne | ||||||||||
| 201 Walls Dr | Cleburne | TX | 76033 | 751977850 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Fort Worth | ||||||||||
| 1301 Pennsylvania Ave | Fort Worth | TX | 76104 | 756001743 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Hurst-Euless-Bedford | ||||||||||
| 1600 Hospital Parkway | Bedford | TX | 76022 | 751438726 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Southwest Fort Worth | ||||||||||
| 6100 Harris Parkway | Fort Worth | TX | 76132 | 752678857 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Stephenville | ||||||||||
| 411 Belknap | Stephenville | TX | 76401 | 751752253 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Huguley Inc | ||||||||||
| 11801 S Freeway | Burleson | TX | 76028 | 452694620 | Hospital | FL | 501(c)(3) | 3 | TH Resources | false |
| TX Health Outpatient Surg Ctr Alliance | ||||||||||
| 10840 Texas Health Trail | Fort Worth | TX | 76244 | 800800294 | Hospital | TX | 501(c)(3) | 3 | TH Alliance | false |
| Texas Health Physicians Group | ||||||||||
| 9229 LBJ Freeway | Dallas | TX | 75243 | 752613493 | Phys. Clinic | TX | 501(c)(3) | 9 | TH Resources | false |
| Texas Health Resources Foundation | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752022128 | Fundraising | TX | 501(c)(3) | 7 | TH Resources | false |
| Texas Health Allen | ||||||||||
| 1105 Central Expressway N | Allen | TX | 75013 | 752890358 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Dallas | ||||||||||
| 8200 Walnut Hill Ln | Dallas | TX | 75231 | 751047527 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Denton | ||||||||||
| 3000 North Interstate 35 | Denton | TX | 76201 | 432008974 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Kaufman | ||||||||||
| 850 Ed Hall Drive | Kaufman | TX | 75142 | 752771437 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| Texas Health Plano | ||||||||||
| 6200 W Parker Rd | Plano | TX | 75093 | 752770738 | Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| TX Health Research & Education Institute | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752562191 | Edu& Research | TX | 501(c)(3) | 4 | TH Resources | false |
| Texas Health Resources | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 752702388 | Mgmt Supp Org | TX | 501(c)(3) | 11c | NA | false |
| TX Health Resources Self-Insurance Trust | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 756335902 | Insur Trust | TX | 501(c)(3) | 11c | TH Resources | false |
| TH Specialty Hospital Fort Worth | ||||||||||
| 1301 Pennsylvania Ave | Fort Worth | TX | 76104 | 751648589 | LT Hospital | TX | 501(c)(3) | 3 | TH Resources | false |
| WW Ward Endowment Fund Trust | ||||||||||
| 612 E Lamar Blvd | Arlington | TX | 76011 | 756196065 | Support Org. | TX | 501(c)(3) | 11a | TH Foundatio | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| AMH Cath Labs LLC | ||||||||
| 811 Wright St | Arlington | TX | 76012 | 203003947 | Hospital | TX | NA | N/A |
| Cleburne Imaging LLC | ||||||||
| PO Box 820519 | Dallas | TX | 75382 | 460767278 | Outpatient Diagno | TX | NA | N/A |
| Cleburne Surgical Center LLC | ||||||||
| 2010 W Katherine P Raines Blvd St | Cleburne | TX | 76033 | 203742012 | Amb Surg Ctr | TX | NA | N/A |
| Denton Surgery Center LLC | ||||||||
| 207 North Bonnie Brea | Denton | TX | 76201 | 470926556 | Amb Surg Ctr | TX | NA | N/A |
| Flower Mound Hospital Partners LLC | ||||||||
| 612 E Lamar Blvd Ste 600 | Arlington | TX | 76011 | 260684968 | Hospital | TX | NA | N/A |
| Fort Worth Endoscopy Centers LLC | ||||||||
| 900 W Magnolia Ave 101 | Fort Worth | TX | 76104 | 770368346 | Endoscopy Center | TX | NA | N/A |
| Greenville Surgery Center LLC | ||||||||
| 7150 Greenville Ave Ste 200 | Dallas | TX | 75231 | 742411643 | Amb Surg Ctr | TX | NA | N/A |
| Health Imaging Partners LLC | ||||||||
| 8610 Explorer Drive Ste 300 | Colorado Springs | CO | 80920 | 271385885 | Outpatient Diagno | TX | NA | N/A |
| North Dallas Surgical Center LLC | ||||||||
| 17980 Dallas Parkway Ste 100 | Dallas | TX | 75287 | 272248103 | Amb Surg Ctr | TX | NA | N/A |
| Physician Medical Center LLC | ||||||||
| 612 E Lamar Blvd 6th Flr | Arlington | TX | 76011 | 481281376 | Hospital | TX | NA | N/A |
| Presbyterian Cancer Center-Dallas LLC | ||||||||
| 1220 Senlac Drive 2nd Flr | Carrollton | TX | 75006 | 260422749 | Cancer Treatment | TX | NA | N/A |
| Rockwall Regional Hospital LLC | ||||||||
| 612 E Lamar Blvd 6th Flr | Arlington | TX | 76011 | 202848116 | Hospital | TX | NA | N/A |
| Southlake Specialty Hospital LLC | ||||||||
| 612 E Lamar Blvd 6th Flr | Arlington | TX | 76011 | 020555370 | Hospital | TX | NA | N/A |
| Surgical Caregivers of Fort Worth LLC | ||||||||
| 2001 W Rosedale Street | Fort Worth | TX | 76104 | 751925497 | Amb Surg Ctr | TX | NA | N/A |
| Texas Health Craig Ranch Surgery Center | ||||||||
| 8080 State Hwy 121 Ste 100 | McKinney | TX | 75070 | 383897811 | Amb Surg Ctr | TX | NA | N/A |
| Texas Health Flower Mound Orthopedic Sur | ||||||||
| 5000 Long Prairie Road | Flower Mound | TX | 75028 | 800866449 | Amb Surg Ctr | TX | NA | N/A |
| Texas Health MedSynergies LLC | ||||||||
| 909 Hidden Ridge Ste 300 | Irving | TX | 75038 | 800272951 | Mgmt Services | TX | NA | N/A |
| Texas Health Spine Center Arlington | ||||||||
| 1545 E Southlake Blvd Ste 100 | Southlake | TX | 76092 | 464143686 | Inactive | TX | NA | N/A |
| Texas Health Surgery Center Preston Plaz | ||||||||
| 17950 Preston Road Ste 75 | Dallas | TX | 75252 | 203991622 | Amb Surg Ctr | TX | NA | N/A |
| Texas Health Surgery Center Rockwall LL | ||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 474425996 | Inactive | TX | NA | N/A |
| Texas Institute for Surgery LLP | ||||||||
| 7715 Greenville Ave Ste 100 | Dallas | TX | 75231 | 770628004 | Hospital | TX | NA | N/A |
| THR-STT Rockwall ASC LLC | ||||||||
| 1545 E Southlake Blvd | Southlake | TX | 76092 | 262429878 | Amb Surg Ctr | TX | NA | N/A |
| THR-STT Southlake ASC LLC | ||||||||
| 1545 E Southlake Blvd | Southlake | TX | 76092 | 201728912 | Amb Surg Ctr | TX | NA | N/A |
| USMD Hospital at Arlington LP | ||||||||
| 801 I -20 West | Arlington | TX | 76017 | 731662763 | Hospital | TX | NA | N/A |
| USMD Hospital at Fort Worth LP | ||||||||
| 6333 North State Hwy 161 Ste 200 | Irving | TX | 75038 | 203571243 | Hospital | TX | NA | N/A |
| Wilson Creek Surigcal Center LLC | ||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 274816583 | Amb Surg Ctr | TX | NA | N/A |
| Women's Specialty Surgery Center | ||||||||
| 8230 Walnut Hill Ln Ste 101 | Dallas | TX | 75231 | 262310072 | Amb Surg Ctr | TX | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Grace Indemnity Company Ltd | ||||||||||||||
| 1159 Caribean Plaza | Grand Cayman | CJ | KY 1-1102 | 981209573 | Captive Insurance | CJ | NA | C Corp | false | |||||
| Huguley Medical Associates Inc | ||||||||||||||
| 752547668 | Phys Clinics | NA | C Corp | false | 11801 South Freeway | Burleson | TX | 76028 | TX | |||||
| Magnum Health Holdings Inc | ||||||||||||||
| 475486814 | Inactive | NA | C Corp | false | 612 E Lamar Blvd Ste 600 | Arlington | TX | 76011 | TX | |||||
| Magnum Health Plan Inc | ||||||||||||||
| 475548221 | Inactive | NA | C Corp | false | 612 E Lamar Blvd Ste 600 | Arlington | TX | 76011 | TX | |||||
| Texas Health Biomedical Advancement Cent | ||||||||||||||
| 752636884 | Research | NA | C Corp | false | 612 E Lamar Blvd | Arlington | TX | 76011 | TX | |||||
| Texas Health Resources Casualty Company | ||||||||||||||
| 030310676 | Insurance | NA | C Corp | false | 612 E Lamar Blvd | Arlington | TX | 76011 | VT | |||||
| Texas Health Resources Bundled Products | ||||||||||||||
| 465588632 | Inactive | NA | C Corp | false | 612 E Lamar Blvd | Arlington | TX | 76011 | TX | |||||
| TH Resources Primary Care Ext Physcian N | ||||||||||||||
| 465365421 | Inactive | NA | C Corp | false | 612 E Lamar Blvd | Arlington | TX | 76011 | TX | |||||
| Texas Health Resources Spine Services | ||||||||||||||
| 465347751 | Inactive | NA | C Corp | false | 612 E Lamar Blvd | Arlington | TX | 76011 | TX | |||||
| Texas Health Resources Women's Services | ||||||||||||||
| 465330487 | Inactive | NA | C Corp | false | 612 E Lamar Blvd | Arlington | TX | 76011 | TX | |||||
| Charitable Remainder Trusts (4) | ||||||||||||||
| CR Trust | NA | Trust | false | 612 E Lamar Blvd | Arlington | TX | 76011 | TX | ||||||
| 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 | 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Related Transactions- Part V, Line 2 | FormAndLineReferenceDesc |
| Explanation | Texas Health Resources (THR) is the parent organization in a large healthcare system made up of both wholly owned entities as well as related controlled joint ventures as listed on Schedule R. THR's role is to plan, manage and coordinate the activities of the affiliated healthcare system in order to maximize opportunities to deliver cost effective quality medical care to residents of north central Texas. THR provides direction and oversight to its wholly owned affiliates through centralized services. They also provide oversight for the controlled joint ventures. As an integral part of providing centralized services to the affiliates, THR maintains intercompany receivable/payable accounts, most of which do not fall within the scope of IRC Section 512(b)(13). The range of centralized services provided by THR include information services, managed care contracting, Human resources, revenue cycle, billing and collections, patient access/admissions, legal, tax, compliance, supply chain, quality, business development, insurance, treasury, marketing, general accounting, real estate services, coding, transcription and strategic planning. In addition, THR does daily cash sweeps of all controlled tax exempt entity cash accounts. As a result, THR has numerous daily transactions with controlled tax exempt entities, none of which fall within the scope of IRC Section 512(b)(13). A management fee is charged for the centralized services and reported on Form 990, Part VII, Section B as a professional services fee. Transactions with related tax exempt organizations not falling within this scope are not listed on Schedule R, Part V, Line 2. | ExplanationTxt |
Comments