2016-11-15T13:19:47-06:00 2015-12-31 ERNST & YOUNG LLP US 800 YARD STREET STE 200 GRANDVIEW HEIGHTS OH 43212 990 2015-01-01 752702388 Texas Health Resources % DAVID JACKSON TEXA 6822367900 612 E Lamar Blvd Ste 600 Arlington TX 76011 RICK MCWHORTER Asst Secretary 6822367900 2016-11-15 Diane L Bean P00104972 6142245678 2015 2017-02-10 21:41:12Z Barclay Berdan 612 E Lamar Blvd Arlington TX 76011 1792066868 false X texashealth.org X 1997 TX Through its affiliates, THR operates an integrated healthcare system with services and facilities throughout north central texas to improve healthcare. 18 16 3904 0 607787 -1845365 1114693 1346246 596809071 615753514 266958695 133923820 3731780 3829319 868614239 754852899 407950 826708 0 0 246941832 261181405 0 0 0 257486019 281685635 504835801 543693748 363778438 211159151 4373662531 4924130358 3221049836 3721088827 1152612695 1203041531 X THROUGH ITS AFFILIATES, THR OPERATES AN INTEGRATED HEALTHCARE SYSTEM WITH SERVICES AND FACILITIES THROUGHOUT NORTH CENTRAL TEXAS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES THEY SERVE. false false 543693748 826708 617807198 Founded in 1997, Texas Health Resources (THR) provides direction and oversight to its wholly-controlled affiliates. The range of centralized services provided by THR include information services, managed care contracting, human resources, revenue cycle, legal, tax, compliance, supply chain, business development, insurance, treasury, marketing, general accounting, and strategic planning. THR operates professional office buildings leased primarily to physicians who are members of the medical staff of THR affiliated hospitals. THR also operates, manages and coordinates physician services through Texas Health Physicians Group (THPG), a wholly owned affiliate of THR. THPG is a network of primary and specialty care physician practices providing the north Texas area community access to quality health care delivered either through an office setting or through a hospital program. 543693748 true true false true false false false false false false true false false false true false false true false true true false false false false false true true true false true true false false false false false true false false false false false false false false true true true true false false true 369 0 true 3904 true true true false false false false false false false false false X 18 16 true false true false false false false true true false false true true true true true true true true true true X DAVID JACKSON 6822367900 612 E LAMAR BLVD Arlington TX 76011 X Bass Anne T Immediate Past Chairman 3.0 0.0 X 0 0 0 Bloemendal MD Lee C Member 3.0 0.0 X 0 0 0 Curnutt Mary Tom Member 3.0 0.0 X 0 0 0 Devries Jan Ex Officio 3.0 0.0 X 0 0 0 Ferguson III John R Chairman 3.0 0.0 X 0 0 0 Fleschler MD Mark J Ex Officio 3.0 0.0 X 0 0 0 Greene Richard E Member 3.0 0.0 X 0 0 0 Haggar III Joseph M Member 3.0 0.0 X 0 0 0 Hunt Hunter L Member 3.0 0.0 X 0 0 0 Lowry J Michael Ex Officio 3.0 0.0 X 0 0 0 Nunez MD Ignacio T Ex Officio 3.0 0.0 X 79536 0 0 Reeves Kenneth W Member 3.0 0.0 X 0 0 0 Stripling MD W Dennis Member 3.0 0.0 X 0 0 0 Tatum Stephen L Member 3.0 0.0 X 0 0 0 Turner Wesley R Vice Chairman 3.0 0.0 X 0 0 0 Vigness MD Richard M Member 3.0 0.0 X 13750 0 0 Wilder Jr Charles John Member 3.0 0.0 X 0 0 0 Wynne James Y Member 3.0 0.0 X 0 0 0 BerdanBarclay E CHIEF EXECUTIVE OFFICER 40.0 0.5 X 1690376 0 220980 SchollJonathan Wade EVP CHIEF STRATEGY OFFICER 40.0 1.0 X 1055408 0 49145 McClungBrett S EVP ZONE OPERATIONS LEADER 40.0 2.5 X 1037531 0 127115 VargaDaniel W EVP SR & CHIEF CLINICAL OFFICE 40.0 2.0 X 1031925 0 173032 LongRonald R EVP RSRC DEVL & DEPLOY & CFO 40.0 0.0 X 1031093 0 369797 CanoseJeffrey L EVP SR & COO THR 40.0 0.5 X 1018371 0 363705 NguyenTricia H EVP Popltn Hlth Mgmt/Pres Inst 20.0 20.0 X 814620 0 137977 BoesCharles EVP GENERAL COUNSEL/Asst Sec. 40.0 6.0 X 764506 0 59480 BerenzweigHarold K EVP ZONE CLINICAL LEADER 40.0 2.0 X 758494 0 124731 RansomElizabeth EVP ZONE CLINICAL LEADER 40.0 3.0 X 746301 0 126114 LesterMark C EVP ZONE CLINICAL LEADER 40.0 1.5 X 746235 0 118510 KingJames Kirk EVP ZONE OPERATIONS LEADER 40.0 3.0 X 689597 0 229313 KramerKenneth J Assistant Secretary 40.0 6.0 X 669825 0 109536 McWhorterRick E Assistant Secretary/ Sr. VP 40.0 6.0 X 517956 0 161844 AmparanOscar L EVP ZONE OPERATIONS LEADER 40.0 0.0 X 514543 0 19420 StoutLuanne R Corporate Secretary 40.0 6.0 X 260435 0 94686 GerbigLinda Mary SVP PERF IMPROV & QUAL OUTCOME 40.0 0.0 X 915082 0 31375 MimsKrystal SVP CARE CONTINUUM & COLLABORA 40.0 0.0 X 714641 0 117695 MarxEdward SVP CHIEF INFO OFFICER 40.0 0.0 X 695576 0 32903 VelascoFerdinand T SVP & CHIEF HLTH INFO OFFICER 40.0 0.0 X 607824 0 207013 GaidaJohn B SVP SUPPLY CHAIN MGMT 40.0 0.0 X 590941 0 95922 Shinkus ClarkJoan Frances SVP CHIEF NURSING EXECUTIVE 40.0 0.0 X 555463 0 86147 KirbyMichelle Riddle SVP CHIEF PEOPLE OFFICER 40.0 0.0 X 553380 0 69922 SzablowskiPaul A SVP BRAND EXPERIENCE 40.0 0.0 X 520571 0 88274 EdwardsCarol Susan SVP HEART & VASCULAR SVC LINE 40.0 0.0 X 512363 0 44474 JonesRobert Douglas SVP TREASURER/CHIEF INVEST OFF 40.0 0.0 X 486014 0 92870 TesmerDavid J SVP COMMUN ENGAG & ADVOCACY TH 40.0 0.0 X 477840 0 92750 HumphreyRichard I SVP FINANCE 40.0 0.0 X 475895 0 91806 AndersonSusan Elaine SVP & Chief Compliance Officer 40.0 0.0 X 460199 0 46996 SaldanaLuis Eduardo CMIO 40.0 0.0 X 438277 0 62500 HolmesKevin B SVP REAL ESTATE DEVL & DEPLOY 40.0 0.0 X 430306 0 97429 HarveyGayla Dawn SVP FINAN / CHIEF REV OFFICER 40.0 0.0 X 423739 0 24704 MitchellJohn D SVP BUSINESS DEVELOPMENT 40.0 0.0 X 417466 0 90554 PearsonGeorge SVP MED STF AFFRS PHYS RLTNS 40.0 0.0 X 401479 0 78525 Sudomir JrJoseph M SVP CHIEF INFO OFFICER 40.0 0.0 X 386449 0 67467 Bujnowski Aaron Mark SVP Strategy & Planning 40.0 0.0 X 379883 0 98035 HawthorneDouglas D FOUNDING CEO EMERITUS (FCE) 5.0 0.0 X 1119613 0 128373 WilliamsMarcie L DIR SR ENTPRSE/CLIN RISK MGMT 40.0 0.0 X 523915 0 54878 EngelhardJohn CHAPLAIN SR (DIR) 40.0 0.0 X 515799 0 35835 SchornickAmy C VP PAYOR RLTNS & CONTRACTING 40.0 0.0 X 393867 0 81308 HayDebra Ann CHIEF NURSING OFFICER THPR 40.0 0.0 X 388188 0 59999 BerrettBritt R Former Officer 0.0 0.0 X 0 521741 0 PetersonLisa Kaye Former Officer 0.0 40.0 X 0 479011 62601 HansonStephen C Former Officer 0.0 0.0 X 158661 0 0 BellBonnie L Former Officer 0.0 0.0 X 112377 0 0 27096310 1000752 4525740 505 true true false Skiles Group Inc 1810 N Greenville Ave RICHARDSON TX 75081 Construction 24174643 Navigant Consulting Inc 30 S Wacker Dr 3100 CHICAGO IL 60606 Consulting 18547261 One Southwest Media Group Inc 2100 ross Avenue 3000 DALLAS TX 75201 Advertising 7368594 Microsoft Licensing 6100 Neil road 100 RENO NV 89511 Software Services 6516773 Computer 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ALLIANCE 800800294 3 false 0 612050 18 0 373534619 false false false false false true false false false false false false false false false true false true X true true Supported Organizations - Part IV, Section A, Line 1 The governing documents of Texas Health Resources (THR) do not list all supported organizations by name. The documents specifically list Texas Health Presbyterian Hospital Dallas, Texas Health Harris Methodist Hospital Fort Worth and Texas Health Arlington Memorial Hospital. The documents also allow THR to support other hospitals and health care delivery organizations which are closely related in purpose or function through common control, ownership, and/or management. THR has not specifically listed the names of all supported organizations to ease the administrative burden of updating the governing documents when new hospitals are added to the system or when an entity changes its name. Additional Support - Part IV, Section A, Line 6 Texas Health Resources (THR) provides minimal support to various national charitable organizations such as the March of Dimes, American Heart Association, and others who perform an activity that is in line with THRs charitable mission. They also provide support to local schools, city wide activities, and community development groups. As a large healthcare system in North Central Texas, THR takes an active role in the communities they serve. In doing so, THR makes donations, largely at the direction of the supported organizations, to various groups, or sponsor activities that benefit the community. The support to each group is minimal, and is not the organizations primary source of support. Working Relationship-Part IV, Section D, Lines 2&3 THR is the controlling "parent" organization of a large health care system in North Texas. THR serves as a functionally-integrated supporting organization to all the controlled supported organizations providing centralized management. THR appoints or approves the board members of each controlled entity within the system. THR also establishes the policies and standards that are in effect throughout the system. THR officers serve on the Boards of the controlled entities as well as some non-controlled entities in the system. The system investment policies are established at the THR level. THR also approves the operating budgets, capital budgets, and future goals for the system as a whole. THR has established an authority matrix that is used system wide. In the matrix, THR has ultimate control for the majority of the decisions made throughout the system. Officer/Board Appointments-Part IV, Section E, Line 3a THR must approve all board members and officers of each entity in the THR system. THR has a centralized recruitment, selection and placement process for the hiring/promotions of officers for all system entities. The human resources department is maintained by THR, not the individual entities. All supporting entity officers are interviewed by THR and entity personnel, with THR having the final decision on new hire placements and promotions. Substantial Direction-Part IV, Section E, Line 3b As discussed in detail in the explanation to Schedule A, Part IV, Section D, Lines 2 & 3, THR is the parent organization providing centralized management to the supported organizations in the system. As the parent organization THR is able to exercise a substantial degree of direction over the supported organizations through control of the board, setting policies, hiring officers, and the use of the authority matrix. Officers of THR are present at board meetings of the supported organizations as a liason and provide a conduit for the supported organizations to voice opinions and concerns to THR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true 4606 false true 113009 true 1181498 false false 1299113 false Schedule C, Part II-B, Line 1 - Details of Lobbying Activities Texas Health Resources (THR) is the parent organization for a healthcare system consisting of hospitals and other related healthcare organizations. The amount of expenses paid, or incurred in connection with lobbying activities reported on this return represent the expenses incurred on behalf of THR and all its affiliates. Total expenses for the system were $3,922,180,000 for the year ended December 31,2015. Of this amount $1,299,824(.0331%) is used in connection with lobbying activities. Officers and/or Board members of THR may, to an insubstantial degree, make comments or statements concerning legislation that may affect either the healthcare industry or the health status of the communities that THR serves. In pursuing this activity, officers and/or Board members may engage in conversations and/or write letters to various federal, state, and local officials regarding such matters. A portion of the dues paid to the American Hospital Association and Texas Hospital Association are used by these organizations to support lobbying activites. The amount of time and money involved in the activities described above is negligible. In no case has either THR, or any person acting on behalf of THR, intervened in any political campaign. THR policy prohibits this type of activity for THR System employees. 63046089 63046089 235744249 163430907 72313342 187195908 42821715 144374193 397715383 274938215 122777168 57612950 57612950 460123742 1642 SECURITY DEPOSIT 18256 TRUSTEE FUNDS-SUPP RETIREMENT 3082616 TRUSTEE FUNDS-CAA 124150 POST RETIREMENT BENEFITS 2300463 UNAMORTIZED RENT 2505989 OTHER LIABILITIES 5546615 ASSET RETIREMENT OBLIGATION 1586554 MALPRACTICE TRUST RESERVE 27555125 INTERCOMPANY PAYABLE 1613493230 FMV SWAP AGREEMENT 400221 MINORITY INTEREST 53030847 1709645708 Central America and the Caribbean Investments 500657 500657 500657 true false true false false false Part I, Line 3f - Investments The amount in column f reflects investments based on an accrual method of accounting. true true X true X true X 900. true true true false true true 8608236 6220667 2387569 0.01380 7515859 3907690 3608169 0.02080 61619 26488 35131 0.00020 16185714 10154845 6030869 0.03480 1845645 1845645 0.01070 747273 747273 0.00430 619490 619490 0.00360 3212408 3212408 0.01860 19398122 10154845 9243277 0.05340 38250 38250 0.00020 3533 3533 41783 41783 0.00020 true 16501722 27694095 28333476 -639381 X true true Flower Mound Hosp Hospital 0.548 0.002 0.4243 Greenville Surg Ctr Ambulatory Surgery Center 0.803 0.1785 Physician Med Ctr Hospital 0.0605 0.453 Rockwall Regional Hospital 0.6023 0.42 0.3647 Southlake Specialty Hospital 0.0608 0.4722 Surg Caregivers FW Ambulatory Surgery Center 0.5103 0.384 Texas Health FM Orth Orthopedic Surgery Center 0.51 0.49 THR-STT Rockwall ASC Ambulatory Surgery Center 0.51 0.49 THR-STT Southlake Ambulatory Surgery Center 0.51 0.49 USMD Arlington Hospital 0.51 0.49 USMD Fort Worth Hospital 0.5097 0.4903 Denton Surgery Ctr Ambulatory Surgery Center 0.6032 0.3968 TH Craig Ranch Ambulatory Surgery Center 0.575 0.365 N Dallas Surgical Ambulatory Surgery Center 0.51 0.288 TX Health Spine Ctr Ambulatory Surgery Center 0.6189 0.2743 Wilson Creek Surgery Ambulatory Surgery Center 0.51 0.49 North Texas ACO Accountable Care Organization 0.5 0.5 TH Surgery Ctr Prest Ambulatory Surgery Center 0.51 0.3991 6 1 Rockwall Regional Hospital 3150 Horizon Rd Rockwall TX 75032 www.texashealthrockwall.com 008599 X X X 2 Flower Mound Hospital Partners LLC 4400 Long Prairie Rd Flower Mound TX 75028 www.texashealthflowermound.com 100056 X X X 3 USMD Hospital at Arlington 801 W Interstate 20 Arlington TX 76017 www.usmdarlington.com 007990 X X X 4 Physicians Medical Center LLC 6020 Parker Rd Plano TX 75093 www.thcds.com 008153 X X X 5 Southlake Specialty Hospital LLC 1545 E Southlake Blvd Southlake TX 76092 www.texashealthsouthlake.com 008128 X X X 6 USMD Hospital at Fort Worth 5900 Dirks Rd Fort Worth TX 76132 www.usmdfortworth.com 008614 X X X Rockwall Regional Hospital 1 false false true X X X X X X X X X 13 true false false true X See Section C X www.texashealth.org/chna X X true 15 true www.texashealth.org/chna false false true X 200. 900. X X X true true X X X true X See Section C X See Section C X See Section C X X X X X true X false X X X X X true X false false Flower Mound Hospital Partners LLC 2 false false true X X X X X X X X X 13 true false false true X www.texashealthflowermound.com/community X www.texashealth.org/CHNA X X true 15 true www.texashealth.org/chna false false true X 200. 900. X X X true true X X X true X See Section C X See Section C X See Section C X X X X X true X false X X X X X true X false false USMD Hospital at Arlington 3 false false true X X X X X X X X X 13 true true false true X See Section C X www.texashealth.org/CHNA X X true 15 true www.texashealth.org/chna false false true X 200. 900. X X X true true X X X true X See Section C X See Section C X See Section C X X X X X true X false X X X X X true X false false Physicians Medical Center LLC 4 false false true X X X X X X X X X 13 true true false true X www.thcds.com/about X www.texashealth.org/CHNA X X true 15 true www.texashealth.org/chna false false true X 200. 900. X X X true true X X X true X See Section C X See Section C X See Section C X X X X X true X false X X X X X true X false false Southlake Specialty Hospital LLC 5 false false true X X X X X X X X X 13 true false false true X See Section C X www.texashealth.org/CHNA X X true 15 true www.texashealth.org/chna false false true X 200. 900. X X X true true X X X true X See Section C X See Section C X See Section C X X X X X true X false X X X X X true X false false USMD Hospital at Fort Worth 6 false false true X X X X X X X X X 13 true true false true X See Section C X www.texashealth.org/CHNA X X true 15 true www.texashealth.org/CHNA false false true X 200. 900. X X X true true X X X true X See Section C X See Section C X See Section C X X X X X true X false X X X X X true X false false Texas Health Resources Facility #1 Rockwall Regional Hospital Part V. Section B, Line 5 Facility #1 Rockwall Regional Hospitals (RRH) CHNA was a six-month collaborative process which utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities served by the hospital. As a means to further understand the needs from those engaged in the community, RRH conducted a series of community feedback sessions through surveys, interviews, and a community stakeholder meeting. Multiple interviews were conducted between December 2012 and January 2013. Participants of the community feedback interviews included, but were not limited to: political leaders, faith community representatives, public health officials, lay community members, school officials, and city administration. Eleven persons with interests specific to the health of RRHs community completed a survey, and 12 individuals participated in an in-person discussion. These methods for gathering community feedback were aimed at soliciting input from participants for community health resources, as well as the health needs of the community. Responses were divided into four sections (acknowledged strengths, gaps in services/care, community concerns, suggestions and opportunities), analyzed against secondary data, and assessed using criteria designed to rank or prioritize the issues. Participants of the stakeholder meeting represented both hospital staff and persons who represent the broad interests of the community, including members of medically underserved, low-income, and minority populations. Organizations represented in the in-person community stakeholder meeting included: Rockwall County Helping Hands, Rockwall Area Chamber of Commerce, City of Rockwall, Rockwall Independent School District, and Rockwall City Health Authority. Part V. Section B, Line 7a Facility #1 The CHNA is available on the hospitals website at www.texashealthrockwall.com/patients-visitors/community-health-needs-asses sment-chna. Part V. Section B, Line 7d Facility #1 The hospital produced executive summaries of the completed CHNA along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the state of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V. Section B, Line 11 Facility #1 CHNA 2013 revealed a vast number of community health issues that require collective action to improve the health of the community. In order to assist the organization in determining which health needs should be addressed, Rockwall Regional Hospital (RRH) categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. By using a strategic prioritization method to determine the top needs within the community aligned with the ability to address the issues, two areas were chosen and are being addressed through the 2014-2016 implementation plans. 2015 was the second year of implementation, and the focus was to deploy the systems, structures, and interventions that were chosen in 2014. The two priority areas from the 2013 CHNA chosen were first, Awareness, Literacy, and Navigation (ALN) and second, Chronic Disease. In addition, in 2015 RRH worked to align and coordinate services and interventions with community partners for a collective impact to meet the two priority areas defined. Below are some ways in which the priority areas were addressed by RRH. 1. Awareness, Literacy, and Navigation (ALN) 1a. Community Health Improvement strategies include collaboration to develop an area resource guide of key services available to the local community, individuals, and non-profit partners that address the social determinants of health. In 2015, Community Connect, a website database of free and reduced-cost social services that is available to both external and internal audiences, was launched as a result of this collaboration. 1b. The Texas Health Grant and Sponsorship Program provides community benefit grants, sponsorships, and other in-kind resources to improve the health status of the communities served. Grants are limited to the specific areas of health disparities, disease management, wellness, disease prevention and health promotion programs, clinics, charitable care, and community health collaborations. 1c. Sponsorship and partnering with area collaborations working to address ALN continues. Rockwall Regional Hospital has maintained and supported relationships with key partners, such as the Collin County Homeless Coalition, the North Texas Food Bank, and Plano Independent School District, among others. 2. Chronic Disease 2a. Community Health Improvement strategies include implementing new evidence-based programs and maintaining existing chronic disease programs provided at the hospital with a focus on self-management programs. Active partnerships and sponsorships aligned with the strategic efforts to address chronic diseases remains a top priority. Rockwall Regional Hospital will not adopt new strategies for the following identified needs in the community for the reasons listed. 1. Access: Provider Supply Resource constraints and lack of effective intervention. The facility will continue to address the need at its current level of support. 2. Injury and Violence Lack of expertise and low priority assigned. This need is currently being addressed by multiple organizations in the community, and the facility will continue to address the need at its current level of support. 3. Maternal, Infant, & Child Health This need is currently being addressed by multiple outside organizations in the community. The facility will continue to address the need at its current level of support. 4. Mental Health Resource constraints and lack of effective intervention. The facility will continue to address the need at its current level of support. 5. Oral Health Lack of expertise. 6. Other Clinical/Preventive The facility will continue to address the need at its current level of support. 7. Social Determinants Resource constraints, low priority assigned, and lack of effective intervention. 8. Substance Abuse Resource constraints. The facility will continue to address the need at its current level of support. 9. Transportation Lack of expertise. Part V. Section B, Lines 16 a, b & c Facility #1 The FAP, FAP Application and the Plain Language Summary of the FAP were widely available at this website: www.texashealth.org/financial-assistance. Part V. Section B, Line 20e Facility #1 A Plain Language Summary (PLS) of the charity policy is provided on the back of all billing statements. Part V. Section B, Line 22d Facility #1 The hospital used the look-back method described in IRC Section 501(r) when determining the Amount Generally Billed (AGB) for all payors (excluding uninsured, traditional Medicaid, and managed Medicaid) based on the actual past claims paid during the previous twelve months. Because the hospital is a part of a system of hospitals, all members elected to offer a more generous AGB than was calculated in order to use a single AGB and to show systemness to the community. Facility #2 Flower Mound Hospital Partners Part V. Section B, Line 5 Facility #2 Flower Mound Hospital Partners (FMH) CHNA was a six-month collaborative process which utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities served by the hospital. As a means to further understand the needs from those engaged in the community, FMH conducted a series of community feedback sessions through surveys, interviews, and a community stakeholder meeting. Multiple interviews were conducted between December 2012 and January 2013. Participants of the community feedback interviews included, but were not limited to: political leaders, faith community representatives, public health officials, lay community members, school officials, and city administration. Six persons with interests specific to the health of FMHs community completed a survey, and five individuals participated in an in-person discussion. These methods for gathering community feedback were aimed at soliciting input from participants for community health resources, as well as the health needs of the community. Responses were divided into four sections (acknowledged strengths, gaps in services/care, community concerns, suggestions and opportunities), analyzed against secondary data, and assessed using criteria designed to rank or prioritize the issues. Participants of the stakeholder meeting represented both hospital staff and persons who represent the broad interests of the community, including members of medically underserved, low-income, and minority populations. Organizations represented in the in-person community stakeholder meeting in Facility #5 - Texas Health Southlake Part V. Section B, Line 5 Facility #5 Texas Health Southlakes (THSL) CHNA was a six-month collaborative process which utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities served by the hospital. As a means to further understand the needs from those engaged in the community, THSL conducted a series of community feedback sessions through surveys, interviews, and a community stakeholder meeting. Multiple interviews were conducted between December 2012 and January 2013. These methods for gathering community feedback were aimed at soliciting input from participants for community health resources, as well as the health needs of the community. Responses were divided into four sections (acknowledged strengths, gaps in services/care, community concerns, suggestions and opportunities), analyzed against secondary data, and assessed using criteria designed to rank or prioritize the issues. Participants of the community feedback interviews included, but were not limited to: political leaders, faith community representatives, public health officials, lay community members, school officials, and city administration. Two persons with interests specific to the health of THSLs community completed a survey, and seven individuals participated in an in-person discussion. Participants of the stakeholder meeting represented both hospital staff and persons who represent the broad interests of the community, including members of medically underserved, low-income, and minority populations. Organizations represented in the in-person community stakeholder meeting included: Southlake Chamber of Commerce, Hilton Southlake Town Square, Southlake Independent School District, and Tarrant County Public Health. Part V. Section B, Line 7a Facility #5 The CHNA is available on the hospitals website at www.texashealthsouthlake.com/thrinthecommunity.php. Part V. Section B, Line 7d Facility #5 The hospital produced executive summaries of the completed CHNAs along with other information that is of benefit to community members as well as a comparison between the health needs of the community and the state of Texas statistics. This information is widely available throughout the facility and given out at various community coalition and partnership meetings in an effort to disseminate the information through various community-based outlets. Part V. Section B, Line 11 Facility #5 CHNA 2013 revealed a vast number of community health issues that require collective action to improve the health of the community. In order to assist the organization in determining which health needs should be addressed, Texas Health Southlake (THSL) categorized the community needs in alignment with the national objectives of Healthy People 2020 categories. By using a strategic prioritization method to determine the top needs within the community aligned with the ability to address the issues, two areas were chosen and are being addressed through the 2014-2016 implementation plans. 2015 was the second year of implementation, and the focus was to deploy the systems, structures, and interventions that were chosen in 2014. The two priority areas chosen from the 2013 CHNA were first, Awareness, Literacy, and Navigation (ALN) and second, Chronic Disease. In addition, in 2015 THSL worked to align and coordinate services and interventions with community partners for a collective impact to meet the two priority areas defined. Below are some ways in which the priority areas were addressed by THSL. 1. Awareness, Literacy, and Navigation (ALN) 1a. Community Health Improvement strategies include collaboration to develop an area resource guide of key services available to the local community, individuals, and non-profit partners that address the social determinants of health. In 2015, Community Connect, a website database of free and reduced-cost social services that is available to both external and internal audiences, was launched as a result of this collaboration. 1b. The Texas Health Grant and Sponsorship Program provides community benefit grants, sponsorships, and other in-kind resources to improve the health status of the communities served. Grants are limited to the specific areas of health disparities, disease management, wellness, disease prevention and health promotion programs, clinics, charitable care, and community health collaborations. 1c. Sponsorship and partnering with area collaborations working to address ALN continued. THSL has maintained and supported relationships with key partners. 2. Chronic Disease 2a. Community Health Improvement strategies include implementing new evidence-based and maintaining existing chronic disease programs provided at the hospital with a focus on self-management programs. Active partnerships and sponsorships aligned with the strategic efforts to address chronic diseases remains a top priority. Texas Health Southlake will not adopt new strategies for the following identified needs in the community for the reasons listed. 1. Access: Provider Supply Resource constraints and lack of effective intervention. The facility will continue to address the need at its current level of support. 2. Injury and Violence Lack of expertise and low priority assigned. This need is currently being addressed by multiple organizations in the community, and the facility will continue to address the need at its current level of support. 3. Maternal, Infant, & Child Health This need is currently being addressed by multiple outside organizations in the community. The facility will continue to address the need at its current level of support. 4. Mental Health Resource constraints and lack of effective intervention. The facility will continue to address the need at its current level of support. 5. Nutrition, Physical Activity, and Obesity This need is currently being addressed by multiple outside organizations in the community. The facility will continue to address the need at its current level of support. 6. Oral Health Lack of expertise. 7. Other Clinical/Preventive The facility will continue to address the need at its current level of support. 8. Reproductive and Sexual Health This need is currently being addressed by multiple outside organizations in the community. The facility will continue to address the need at its current level of support. 9. Social Determinants Resource constraints, low priority assigned, and lack of effective intervention. 10. Transportation Lack of expertise. Part V. Section B, Lines 16 a, b & c Facility #5 The FAP, FAP Application and the Plain Language Summary of the FAP were widely available at this website: www.texashealth.org/financial-assistance. Part V. Section B, Line 20e Facility #5 A Plain Language Summary (PLS) of the charity policy is provided on the back of all billing statements. Part V. Section B, Line 22d Facility #5 The hospital used the look-back method described in IRC Section 501(r) when determining the Amount Generally Billed (AGB) for all payors (excluding uninsured, traditional Medicaid, and managed Medicaid) based on the actual past claims paid during the previous twelve months. Because the hospital is a part of a system of hospitals, all members elected to offer a more generous AGB than was calculated in order to use a single AGB and to show systemness to the community. Facility #6 USMD Hospital at Fort Worth Part V. Section B, Line 5 Facility #6 USMD Hospital at Fort Worths (USMD-FW) CHNA was a six-month collaborative process which utilized vast amounts of qualitative and quantitative data to assess the health needs of the persons in the communities served by the hospital. The CHNA for USMD-FW was conducted in collaboration with Texas Health Southwest. As a means to further understand the needs from those engaged in the community, USMD-FW conducted a series of community feedback sessions through surveys, interviews, and a community stakeholder meeting. Multiple interviews were conducted between December 2012 and January 2013. These methods for gathering community feedback were aimed at soliciting input from participants for community health resources, as well as the health needs of the community. Responses were divided into four sections (acknowledged strengths, gaps in services/care, community concerns, suggestions and opportunities), analyzed against secondary data, and assessed using criteria designed to rank or prioritize the issues. Participants of the community feedback interviews included, but were not limited to: political leaders, faith community representatives, public health officials, lay community members, school officials, and city administration. Four persons with interests specific to the health of USMD-FWs community completed a survey, and six individuals participated in an in-person discussion. Participants of the stakeholder meeting represented both hospital staff and persons who represent the broad interests of the community, including members of medical 12 Health Imaging Partners LLC 8610 Explorer Dr 300 Colorado Springs CO 80920 Outpatient Diagnostic Imaging Surgical Caregivers of Fort Worth LP 3000 Riverchase Galleria 500 Birmingham AL 35244 Ambulatory Surgery Center THR-STT Southlake ASC LLC 1545 E Southlake Blvd Southlake TX 76092 Ambultory Surgery Center TX Health Flower Mound Orthopedic Surg 5000 Long Prairie Rd Flower Mound TX 75028 Ambulatory Surgery Center THR-STT Rockwall ASC LLC 1545 E Southlake Blvd Southlake TX 76092 Ambulatory Surgery Center Greenville Surgery Center LLC 3000 Riverchase Galleria 500 Birmingham AL 35244 Ambulatory Surgery Center Denton Surgery Center LLC 3000 Riverchase Galleria Birmingham AL 35244 Ambulatory Surgery Center Texas Health Craig Ranch Surgery Ctr LLC 8080 State Hwy 121 Ste 100 McKinney TX 75070 Ambulatory Surgery Center Cleburne Surgical Center LLC 2010 W Katherine P Raines Blvd Ste Cleburne TX 76033 Ambulatory Surgery Center Fort Worth Endoscopy Center LLC 569 Brookwood Village Suite 901 Birmingham AL 35209 Ambulatory Surgery Center North Dallas Surgery Center LLC 5141 Virginia Way Suite 420 Brentwood TN 37027 Ambulatory Surgery Center Wilson Creek Surgery Center LLC 8855 Synergy Dr McKinney TX 75070 Ambulatory Surgery Center Texas Health Resources Part I, Line 3c - Patient Eligibility The Schedule H for Texas Health Resources (THR) is filed solely because it has an ownership interest in six taxable joint ventures operating as hospitals. THR is a functionally integrated supporting organization and does not operate its own hospital. THR supports a system of faith-based, non-profit hospitals, an employed physician organization and an organization for medical research and education. THR has adopted a financial assistance policy which covers all 14 non-profit hospitals it supports. Patients with family income at or below 200% of applicable FPG may be eligible for free care if the patient lacks sufficient funds and assets to pay the out-of-pocket portion of their hospital bill. Patients with family income above 200% of applicable FPG who have unpaid medical bills exceeding a specified percentage of the patient's annual gross income, as determined on a sliding scale based on FPG, may be deemed medically indigent and eligible for charity care. The patient may be eligible for a charity adjustment up to 100% of the unpaid balance of their hospital bill in excess of a specified patient responsible amount if the patient has insufficient funds/assets to pay his hospital bill without incurring an undue financial hardship. The patient responsible amount is based on a percentage of the patient's annual income in relation to FPG. A determination as to whether or not a patient has insufficient funds and/or assets to pay for purposes of determining both financial and medical indigence is made at the time a patient's financial assistance application is reviewed. Assets considered when determining eligibility include cash, stocks, bonds and other financial assets that can be readily converted to cash. An additional process to screen for charity patients using publicly available financial information is also in place for patients not submitting a financial assistance application. Part I, Line 7 - Cost to Charge Ratio A cost to charge ratio is used in computing the amounts reported in Lines 7a-7c. The amounts reported on Lines 7e-7i were obtained using direct costs, as determined by a cash outlay or, in the case of reporting employee volunteer hours, by using an average national volunteer wage rate. Part II - Community Building The organization participates in community building activities that aim to address the socio-economic factors that influence the overall health of individuals in the communities served. As identified in the community health needs assessment, there are areas of need that are not in alignment with the operations of a hospital system. Our volunteerism, collaborations and partnerships with various aid organizations and various area coalitions aid in addressing the socio-economic factors that are the backbone for many underlying health concerns. Part III, Lines 2, 3 & 4 - Bad Debts Bad debt expense is not included as a community benefit for purposes of reporting community benefits. We treat each patient qualifying for charity care as a charity patient and no charges related to that patient are included in bad debt expense. Each joint venture hospital estimates bad debt expense utilizing various methods, analytical tools and benchmarks. Typically, bad debt expense is based upon a combination of factors including, but not limited to, aging of receivables, analyzing revenue trends in the healthcare industry and payor class, and assessing historical collection experience considering business and economic conditions. Pt III, Line 8 - Medicare Shortfall The state of Texas treats any Medicare shortfall as a community benefit for meeting the state statutory requirements for charity care & community benefit. For state purposes, the shortfall is computed by comparing actual Medicare reimbursements with the estimated cost the hospital incurs in providing these services to Medicare patients. Cost is determined by applying a cost-to-charge ratio (with costs determined in accordance with generally accepted accounting principles) to billed charges. THR is the parent company of a healthcare system filing a combined community benefit report in Texas. THR is not a hospital and does not have Medicare data to report to the state of Texas. The data provided for Sch H is THRs share of operations from its taxable joint ventures which operate hospitals in Texas. The Medicare amounts reported on Sch H are from the taxable joint venture hospitals cost accounting systems. The taxable joint ventures are not required to file community benefit reports with or report Medicare shortfalls to the state of Texas. Part III, Line 9b - Debt Collection During the year, standard collection procedures were in place and uniformly applicable to all patient accounts. Except to the extent a patient receives a recovery from any third party or other source, no attempts are made to collect unpaid charges from patient accounts approved for adjustment under the Financial Assistance Policy. Part VI, Line 2 - Needs Assessment The organization is part of the Texas Health Resources (THR) Healthcare System. In addition to the organizations Community Health Needs Assessment (CHNA), THR developed and implemented, as a healthcare system, a Community Benefit Framework (CBF), based on the Public Health Institutes Best Practices ASACB Program. The CBF systematically integrates internal practices into the community to improve the efficiency and effectiveness of THRs Community Health Improvement (CHI) Strategy, to address disproportionate unmet health needs (DUHN), to address primary prevention, and to improve community capacity. The CBF provides a quantitative approach to parallel the CHNA in identifying key communities within THRs service area and the means to align them with a THR entity. The CBF contains five phases: assessment/profile, infrastructure, community health council, programmatic review, and strategy development. THR works with each entitys Community Health Advocate to examine the entitys structure and programs for gaps, needs, strengths, and alignment with the CBF, CHNA, and ASACB standards. Part VI, Line 3 - Patient Education A description of the Financial Assistance Policy (FAP), the Plain Language Summary of the FAP (PLS) and the FAP application are available on the THR website at www.TexasHealth.org in English and other languages. The PLS is included in the patients admission packets. Signs alerting patients of financial assistance and related contact information are posted in various areas of the hospital including admissions & registration and the emergency room. Additionally, financial assistance information is provided verbally and in writing to self-pay patients by financial counselors. As part of the financial counseling meeting, patients are screened for potential eligibility in other governmental assistance programs. If it is determined that the patient is potentially eligible for governmental assistance, the counselor will assist the patient in completing forms necessary to apply for the assistance. At the same time, patients are provided with a financial assistance application. The patient is informed that the hospital is a non-profit organization offering financial assistance to patients deemed medically or financially indigent. The PLS is included on the back of our patient bills. The patient is informed of how to qualify for financial assistance, how to ask for help, necessary documentation, and THR's collection process. The onsite financial counselors may assist the patient in completing the application and obtain available verification information. The counselors will continue to contact the patient to ensure all forms and verifications needed to file an application for governmental assistance and financial assistance have been provided. In certain cases, self-pay patients who are discharged before seeing a financial counselor receive both a phone call and a letter to alert them to the existence of the FAP. Each bill sent for hospital services also contains contact information alerting patients that Texas Health has a FAP. Part VI, Line 4 - Community Information THR does not operate its own hospitals, but has ownership in six joint ventures operating as hospitals. The joint ventures operate hospitals in various communities throughout North Texas. The communities served by the hospitals include those designated as medically underserved areas (MUA) and vary in age and race. The population of the communities range from 406,000 to 1.3 million and the percentage of the population in these communities who are uninsured varies from 9.2% to 16.9%. The median income of the communities served by the hospitals ranges from $70,000 to $103,000 with a range of 12.1% to 21.6% of the population in these communities living below the federal poverty level. Part VI, Line 5 - Promotion of Community Health The board of trustees is comprised of community members including medical and business professionals. The majority of t true American Diabetes Association 4100 Alpha Road Dallas TX 75244 131623888 501(c)(3) 45000 General Purpose March of Dimes Foundation 12660 Coit Rd Ste 200 Dallas TX 75251 131846366 501(c)(3) 45000 General Purpose American Cancer Society 8900 John W Carpenter Freeway Dallas TX 75247 131788491 501(c)(3) 30500 General Purpose YMCA of Metropolitan Dallas 601 N Akard St Dallas TX 75201 750800696 501(c)(3) 13500 General Purpose YMCA of Metropolitan Fort Worth 512 Lamar St Fort Worth TX 76102 750827471 501(C)(3) 8500 General Purpose Catholic Charities PO Box 15610 Fort Worth TX 76119 750808769 501(C)(3) 7500 General Purpose Dallas Momentum Inc 500 North Akard Street Suite 2600 Dallas TX 75201 752940683 501(C)(6) 10000 General Purpose Dallas Regional Chamber 500 North Akard Street Suite 2600 Dallas TX 75201 750223440 501(C)(6) 38500 General Purpose DFW Hospital Council 250 Decker Drive Irving TX 75062 751254380 501(C)(6) 19740 General Purpose Davy O'Brien Educational & Charitable Trust 306 West 7th Street Fort Worth TX 76102 751620423 501(C)(3) 12000 General Purpose Fort Worth Chamber of Commerce 777 Taylor St 900 Fort Worth TX 76102 750275060 501(C)(6) 6400 General Purpose Fort Worth Stockshow Syndicate PO Box 17005 Fort Worth TX 76102 751790417 501(C)(3) 16664 General Purpose Kwanzaafest Inc 510 E 5th St Dallas TX 75203 752851704 501(C)(3) 10000 General Purpose North Texas Commission 8445 Freeport Pkwy Irving TX 75063 751364760 501(C)(6) 8000 General Purpose Parkland Foundation 2777 Stemmons Freeway Ste 1700 LB 6 Dallas TX 75207 752089180 501(C)(3) 75000 General Purpose Texas Hospital Association 1108 Lavaca Street No 700 Austin TX 78701 741362741 501(C)(6) 26865 General Purpose Project Gatehouse Endowment 670 Westport Pky Grapevine TX 76051 463554397 501(C)(3) 10000 General Purpose United Way of Tarrant County 1500 N Main Street 200 Fort Worth TX 76164 750858360 501(c)(3) 10000 General Purpose UNIVERSITY OF NORTH TEXAS FOUNDATION 1155 Union Circle Denton TX 76203 237232618 501(c)(3) 6000 General Purpose UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER TC 3500 Camp Bowie Blvd Fort Worth TX 76107 756064033 501(c)(3) 9000 General Purpose US PAN ASIAN AMERICAN CHAMBER-SW 2114 Franklin Dr Arlington TX 76011 743032240 501(c)(6) 5483 General Purpose Young Mens Christian Assoc of Arlington 1148 W Pioneer Pky Arlington TX 76013 751000839 501(c)(3) 7000 General Purpose United States Hispanic Chamber of Commerce 1424 K Street NW 401 Washington DC 20005 431249249 501(c)(6) 12500 General Purpose Cancer Support Community North Texas PO Box 601744 Dallas TX 75360 752633654 501(c)(3) 293680 FMV Rent Payment Cancer Support 16 8 Part I, Line 2 - Procedures for Monitoring Grants Texas Health Resources (THR) receives various requests from the community for assistance. THR management reviews these requests to verify that they are benefiting the community and they are in agreement with THR's mission. The grants or assistance given by THR are generally to local organizations that have a longstanding record of benefiting the local community. Since the vast majority of the assistance given by THR is to local organizations, management is able to monitor the use of the funds using personal inspection. Many of the events are published in the local paper. Many are community wide events where THR employees attend, or work as volunteers or coordinators. X X X X X X true true X X X X X true true false false false false false false false BerdanBarclay E CHIEF EXECUTIVE OFFICER 1073202 0 417182 0 199992 0 181176 0 39804 0 1911356 0 49442 0 SchollJonathan Wade EVP CHIEF STRATEGY OFFICER 309083 0 688668 0 57657 0 15900 0 33245 0 1104553 0 319461 0 McClungBrett S EVP ZONE OPERATIONS LEADER 512782 0 435778 0 88971 0 83702 0 43413 0 1164646 0 309250 0 VargaDaniel W EVP SR & CHIEF CLINICAL OFFICE 684760 0 219457 0 127708 0 124540 0 48492 0 1204957 0 20128 0 LongRonald R EVP RSRC DEVL & DEPLOY & CFO 678693 0 226608 0 125792 0 328196 0 41601 0 1400890 0 37728 0 CanoseJeffrey L EVP SR & COO THR 687287 0 220259 0 110825 0 322467 0 41238 0 1382076 0 29378 0 NguyenTricia H EVP Popltn Hlth Mgmt/Pres Inst 561066 0 163320 0 90234 0 98940 0 39037 0 952597 0 2981 0 BoesCharles EVP GENERAL COUNSEL/Asst Sec. 493855 0 157708 0 112943 0 19875 0 39605 0 823986 0 25860 0 BerenzweigHarold K EVP ZONE CLINICAL LEADER 511183 0 164509 0 82802 0 84227 0 40504 0 883225 0 24136 0 RansomElizabeth EVP ZONE CLINICAL LEADER 495933 0 151032 0 99336 0 79926 0 46188 0 872415 0 23260 0 LesterMark C EVP ZONE CLINICAL LEADER 496643 0 150818 0 98774 0 79657 0 38853 0 864745 0 16195 0 KingJames Kirk EVP ZONE OPERATIONS LEADER 461755 0 122904 0 104938 0 181515 0 47798 0 918910 0 25734 0 KramerKenneth J Assistant Secretary 306934 0 288282 0 74609 0 59034 0 50502 0 779361 0 213851 0 McWhorterRick E Assistant Secretary/ Sr. VP 361032 0 94454 0 62470 0 129475 0 32369 0 679800 0 11875 0 AmparanOscar L EVP ZONE OPERATIONS LEADER 27625 0 372798 0 114120 0 10098 0 9322 0 533963 0 207930 0 StoutLuanne R Corporate Secretary 190958 0 41692 0 27785 0 65856 0 28830 0 355121 0 0 0 BerrettBritt R Former Officer 0 0 0 521741 0 0 0 0 0 0 0 521741 0 521741 PetersonLisa Kaye Former Officer 0 339181 0 84714 0 55116 0 15900 0 46701 0 541612 0 6104 HansonStephen C Former Officer 134123 0 24538 0 0 0 0 0 0 0 158661 0 158661 0 BellBonnie L Former Officer 0 0 111724 0 653 0 0 0 0 0 112377 0 0 0 GerbigLinda Mary SVP PERF IMPROV & QUAL OUTCOME 247391 0 66755 0 600936 0 9292 0 22083 0 946457 0 0 0 MimsKrystal SVP CARE CONTINUUM & COLLABORA 436039 0 207096 0 71506 0 74671 0 43024 0 832336 0 87184 0 MarxEdward SVP CHIEF INFO OFFICER 146327 0 112972 0 436277 0 11161 0 21742 0 728479 0 0 0 VelascoFerdinand T SVP & CHIEF HLTH INFO OFFICER 437838 0 116391 0 53595 0 158826 0 48187 0 814837 0 15984 0 GaidaJohn B SVP SUPPLY CHAIN MGMT 416352 0 106710 0 67879 0 52327 0 43595 0 686863 0 56606 0 Shinkus ClarkJoan Frances SVP CHIEF NURSING EXECUTIVE 394385 0 110100 0 50978 0 45898 0 40249 0 641610 0 14320 0 KirbyMichelle Riddle SVP CHIEF PEOPLE OFFICER 380292 0 109824 0 63264 0 60954 0 8968 0 623302 0 12286 0 SzablowskiPaul A SVP BRAND EXPERIENCE 370827 0 94542 0 55202 0 51093 0 37181 0 608845 0 1013 0 EdwardsCarol Susan SVP HEART & VASCULAR SVC LINE 218532 0 68812 0 225019 0 10930 0 33544 0 556837 0 0 0 JonesRobert Douglas SVP TREASURER/CHIEF INVEST OFF 338264 0 101305 0 46445 0 45605 0 47265 0 578884 0 17170 0 TesmerDavid J SVP COMMUN ENGAG & ADVOCACY TH 323057 0 93747 0 61036 0 54480 0 38270 0 570590 0 12152 0 HumphreyRichard I SVP FINANCE 333384 0 74205 0 68306 0 43414 0 48392 0 567701 0 0 0 AndersonSusan Elaine SVP & Chief Compliance Officer 307668 0 90336 0 62195 0 19875 0 27121 0 507195 0 11470 0 SaldanaLuis Eduardo CMIO 437488 0 0 0 789 0 15900 0 46600 0 500777 0 0 0 HolmesKevin B SVP REAL ESTATE DEVL & DEPLOY 282733 0 84715 0 62858 0 45425 0 52004 0 527735 0 11568 0 HarveyGayla Dawn SVP FINAN / CHIEF REV OFFICER 231110 0 110700 0 81929 0 7080 0 17624 0 448443 0 2314 0 MitchellJohn D SVP BUSINESS DEVELOPMENT 274141 0 79766 0 63559 0 44435 0 46119 0 508020 0 10605 0 PearsonGeorge SVP MED STF AFFRS PHYS RLTNS 263109 0 78918 0 59452 0 43518 0 35007 0 480004 0 10718 0 Sudomir JrJoseph M SVP CHIEF INFO OFFICER 263808 0 75809 0 46832 0 25924 0 41543 0 453916 0 28595 0 HawthorneDouglas D FOUNDING CEO EMERITUS (FCE) 374931 0 677459 0 67223 0 90237 0 38136 0 1247986 0 229780 0 WilliamsMarcie L DIR SR ENTPRSE/CLIN RISK MGMT 151486 0 12228 0 360201 0 12366 0 42512 0 578793 0 0 0 EngelhardJohn CHAPLAIN SR (DIR) 78025 0 7486 0 430288 0 10827 0 25008 0 551634 0 0 0 SchornickAmy C VP PAYOR RLTNS & CONTRACTING 299184 0 59172 0 35511 0 37947 0 43361 0 475175 0 0 0 HayDebra Ann CHIEF NURSING OFFICER THPR 262691 0 94248 0 31249 0 28131 0 31868 0 448187 0 37820 0 Bujnowski Aaron Mark SVP Strategy & Planning 271775 0 66958 0 41150 0 51480 0 46555 0 477918 0 3671 0 Schedule J, Part I, Line 1a First Class Travel The THR Board approved first class travel for the CEO associated with business travel on behalf of the system. No costs associated with this are added to the taxable wages of the CEO. All other THR personnel follow a system travel policy which reimburses business air travel at the most economical fare reasonably available. Schedule J, Part I, Line 1a - Travel for Companions In accordance with the THR Travel policy, the organization allows spouses/guests to accompany eligible employees, officers or board members of the organization on business related travel. The value of the spouse/guest travel is included in the taxable compensation of the employee. Schedule J, Part I, Line 1a - Gross-Up Payments Certain imputed income is grossed-up to include 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 - Housing Allowance Chaplains are provided a ministerial housing allowance. This allowance is included in the chaplains taxable wages. In 2015, the Senior Chaplain is the only employee listed on this Form 990 who received this benefit. Schedule J, Part I, Line 1a- Personal Services THE FOUNDING CEO EMERITUS (FCE) IS PROVIDED FINANCIAL PLANNING AND TAX PREPARATION SERVICES. THESE SERVICES ARE INCLUDED IN THE TAXABLE COMPENSATION OF THE FCE. Schedule J, Part I, Line 4a - Severance Settlement THE SEVERANCE PAYMENT WAS PAID OUT AS PART OF A MUTUALLY AGREED UPON EMPLOYMENT TRANSITION AGREEMENT THAT RESULTED IN A SEPARATION OF EMPLOYMENT. Edwards, Carol Susan 132,720.80 Marx, Edward 392,003.20 Schedule J, Part I, Line 4a - Position Elimination THR'S SEPARATION PAY PLAN PROVIDES PAYMENTS TO EMPLOYEES WHOS POSITIONS WERE ELIMINATED BY THE ORGANIZATION BASED ON THE EMPLOYEE'S YEARS OF SERVICE AND THE LEVEL OF THE AFFECTED POSITION. THE LISTED EMPLOYEES QUALIFIED FOR SEVERANCE BASED ON AN INVOLUNTARY SEPARATION FROM SERVICE WITHOUT A COMPARABLE POSITION BEING OPEN AND AVAILABLE AT THE TIME OF SEPARATION. Gerbig, Linda Mary 514,733.60 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 follows THE BEFORE MENTIONED EVENTS, EXCEPT IN THE CASE OF INVOLUNTARY SEPARATION when 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). Amparan,Oscar L. 323,686.76 Berdan,Barclay E. 9,818.51 Bujnowski, Aaron Mark 472.32 Edwards,Carol Susan 2,392.38 Gaida,John B 42,185.09 Gerbig,Linda Mary 4,260.10 Hanson,Stephen C 158,661.29 Harvey,Gayla Dawn 2,313.70 Hawthorne,Douglas D. 132,533.23 Hay,Debra Ann 1,869.91 Jones,Robert Douglas 4,360.37 Marx,Edward 72,652.92 Mims,Krystal 10,096.20 Nguyen,Tricia H. 2,981.40 Peterson,Lisa Kaye 6,103.60 Ransom,Elizabeth 7,757.67 Scholl,Jonathan Wade 48,552.29 Sudomir Jr,Joseph M 81.46 Szablowski,Paul A 1,012.52 Varga,Daniel W 6,783.03 A Tarrant Cnty Cultural Education Facility Fin Corp 043833551 87638TAS2 2007-05-31 620367416 Refund 10/30/97 Issue Bonds false false false B Tarrant Cnty Cultural Education Facility Fin Corp 043833551 87638TBE2 2007-05-31 102323221 Construction & Equip for Facility false false false C Tarrant Cnty Cultural Education Facility Fin Corp 043833551 87638TCL5 2008-10-30 366120000 Refund 1/31/89 & Refund 5/14/03 Bo false false false D Tarrant Cnty Cultural Education Facility Fin Corp 043833551 87638TEE9 2010-11-23 151950525 Redeem 10/30/08 Series D, F & G false false false A 68985000 0 620432581 0 0 617372104 3060477 0 0 0 0 0 2007 false true true true B 0 0 109908750 0 0 0 529732 0 0 109379018 0 0 2009 false false true true C 190065000 0 366264054 0 0 327900000 1868320 0 0 36495734 0 0 2009 true false true true D 0 0 151950525 0 0 150425000 1525525 0 0 0 0 0 2010 true false true true A false true true true false 0.01160 0.01160 false false false true B false false true true false 0 false false false true C false true true true false 0.00030 0.00060 0.00090 false false false true D false true true true false 0.00030 0.00060 0.00090 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false true true false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true Part IV, Line 2c, Column A & B Rebate calculations for the 2007A and 2007B Series were completed 6/25/12. Part IV, Line 2c, Column C Rebate calculations for the the 2008 Series were completed 11/7/13. Part IV, Line 2c, Column D Rebate calculations for the 2010 series were completed 12/21/15. A Tarrant Cnty Cultural Education Facility Fin Corp 043833551 2010-11-30 135000000 Construction & Equip Health Facili false false false B Tarrant Cnty Cultural Education Facility Fin Corp 043833551 87638TEH2 2012-10-04 50000000 Construction & Equipment Health Fa false false false C Tarrant Cnty Cultural Education Facility Fin Corp 043833551 87638TEz2 2015-05-21 60000000 Construction & Equipment Health Fa false false false A 280000 0 135000000 0 0 0 444565 0 0 134555435 0 0 2013 false false true true B 0 0 50037844 0 0 0 0 0 0 50037844 0 0 2014 false false true true C 0 0 60555459 0 0 0 247878 0 0 22499378 0 37788144 false false false true A false false false false 0 false false false true B false false false false 0.00000 0.00000 0.00000 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true A false true true false 0 false 0 false true B false false true false 0 false 0 false true C false false false false 0 false 0 false true A true B true C true Amparan Oscar oFFICER Split Dollar Life X 130273 130273 false true true Anderson Elaine Key Employee Split Dollar Life X 132286 132286 false true true Bell Bonnie Former Officer Split Dollar Life X 87418 87418 false true true Berdan Barclay Officer Split Dollar Life X 447133 447133 false true true Boes Charles Officer Split Dollar Life X 340168 340168 false true true Canose Jeffrey L Officer Split Dollar Life X 279040 279040 false true true Hawthorne Douglas Former Officer Split Dollar Life X 686258 686258 false true true Holmes Kevin B Key Employee Split Dollar Life X 128248 128248 false true true Kirby Michelle R Key Employee Split Dollar Life X 62732 62732 false true true Kramer Kenneth Jr Officer Split Dollar Life X 148042 148042 false true true Long Ronald R Officer Split Dollar Life X 694161 694161 false true true Pearson George L Key Employee Split Dollar Life X 331227 331227 false true true Tesmer David J Key Employee Split Dollar Life X 166320 166320 false true true Giada John Key Employee Split Dollar Life X 329015 329015 false true true McClung Brett Officer Split Dollar Life X 190546 190546 false true true 4152867 Jennifer Velasco Family Member of Key Empl 13763 Compensation - Employee false 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. Governing Documents Part VI, Section A, Line 4 The governing documents were amended effective 1/1/15 with the following significant changes: * THR changed from a member organization to a non-member organization. The Founding/Sponsoring member no longer has reserved powers or any authority to approve amendments to governing documents. These powers now remain at the THR Board level. *Changed language to allow non-hospital wholly-controlled entities to be supported organizations. * THR is now self-nominating and electing. * In order to assure geographic Board diversity, wording was added regarding the Board composition and the balance of community leaders selected for their competency traits and from across primary market areas served. *Clarification that the CEO may be removed with or without cause and that any corporate officer removed for any reason will automatically be relieved from all elected corporate officer positions and all board seats held. 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 TEXAS HEALTH RESOURCES (THR) uSEd THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. * 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. 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. Other Changes in Fund Balance-Part XI, Line 9 Controlled Joint Venture Treasury Shares ($758,575) Transfers from controlled entity 83,769 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. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER CONSULTING SERVICES TOTAL FEES:39399955 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER SERVICES TOTAL FEES:11260819 FORM 990 PART IX LINE 11G DESCRIPTION:COLLECTION SERVICES TOTAL FEES:8013061 FORM 990 PART IX LINE 11G DESCRIPTION:BUILDING SERVICES TOTAL FEES:3705065 FORM 990 PART IX LINE 11G DESCRIPTION:RECRUITING SERVICES TOTAL FEES:772114 FORM 990 PART IX LINE 11G DESCRIPTION:SECURITY SERVICES TOTAL FEES:538301 FORM 990 PART IX LINE 11G DESCRIPTION:ADMIN SERVICES TOTAL FEES:471088 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:95857 FORM 990 PART IX LINE 11G DESCRIPTION:CBO SERVICES TOTAL FEES:164743 FORM 990 PART IX LINE 11G DESCRIPTION:IT SERVICES TOTAL FEES:10209 FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL WASTE REMOVAL TOTAL FEES:325 Texas Health Partners LLC 612 E Lamar Blvd Arlington TX 76011 020546958 Mgmt Co TX 16901735 6395753 TH Resources THR-SCA Holdings LLC 612 E Lamar Blvd Arlington TX 76011 461096461 Holding Co TX 17447013 71303191 TH Resources Texas Health Resources Trust 612 E Lamar Blvd Arlington TX 76011 366406740 Investments TX 13905242 230943041 TH Resources 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 true Texas Health Arlington Memorial Hospital 800 West Randol Mill Rd Arlington TX 76011 750972805 Hospital TX 501(c)(3) 3 TH Resources true 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 true Texas Health Azle 108 Denver Trail Azle TX 76020 751748586 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Cleburne 201 Walls Dr Cleburne TX 76033 751977850 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Fort Worth 1301 Pennsylvania Ave Fort Worth TX 76104 756001743 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Hurst-Euless-Bedford 1600 Hospital Parkway Bedford TX 76022 751438726 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Southwest Fort Worth 6100 Harris Parkway Fort Worth TX 76132 752678857 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Stephenville 411 Belknap Stephenville TX 76401 751752253 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Huguley Inc 11801 S Freeway Burleson TX 76028 452694620 Hospital FL 501(c)(3) 3 TH Resources true TX Health Outpatient Surg Ctr Alliance 10840 Texas Health Trail Fort Worth TX 76244 800800294 Hospital TX 501(c)(3) 3 TH Alliance false Texas Health Physicians Group 9229 LBJ Freeway Dallas TX 75243 752613493 Phys. Clinic TX 501(c)(3) 9 TH Resources true Texas Health Resources Foundation 612 E Lamar Blvd Arlington TX 76011 752022128 Fundraising TX 501(c)(3) 7 TH Resources true Texas Health Allen 1105 Central Expressway N Allen TX 75013 752890358 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Dallas 8200 Walnut Hill Ln Dallas TX 75231 751047527 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Denton 3000 North Interstate 35 Denton TX 76201 432008974 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Kaufman 850 Ed Hall Drive Kaufman TX 75142 752771437 Hospital TX 501(c)(3) 3 TH Resources true Texas Health Plano 6200 W Parker Rd Plano TX 75093 752770738 Hospital TX 501(c)(3) 3 TH Resources true TX Health Research & Education Institute 612 E Lamar Blvd Arlington TX 76011 752562191 Edu& Research TX 501(c)(3) 4 TH Resources true Texas Health Resources 612 E Lamar Blvd Arlington TX 76011 752702388 Mgmt Supp Org TX 501(c)(3) 11c NA TX Health Resources Self-Insurance Trust 612 E Lamar Blvd Arlington TX 76011 756335902 Insur Trust TX 501(c)(3) 11c TH Resources true TH Specialty Hospital Fort Worth 1301 Pennsylvania Ave Fort Worth TX 76104 751648589 LT Hospital TX 501(c)(3) 3 TH Resources true WW Ward Endowment Fund Trust 612 E Lamar Blvd Arlington TX 76011 756196065 Support Org. TX 501(c)(3) 11a TH Foundatio false Dallas County Indigent Care Corporation PO Box 655999 Dallas TX 75203 260610562 Support Org TX 501(c)(3) 11a NA false Healthy Tarrant County Collaboration PO Box 8040 Fort Worth TX 76124 432087946 Support Org TX 501(c)(3) 11a TH Resources true Tarrant County Indigent Care Corporation 612 E Lamar Blvd Arlington TX 76011 260648532 Support Org TX 501(c)(3) 11a NA false 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 THR-SCA Holding Related 2589348 2232127 false 0 true 0.51000 Denton Surgery Center LLC 207 North Bonnie Brea Denton TX 76201 470926556 Amb Surg Ctr TX THR-SCA Holding Related 3613239 3403054 false 0 true 0.60320 Flower Mound Hospital Partners LLC 612 E Lamar Blvd Ste 600 Arlington TX 76011 260684968 Hospital TX TH Resources Related 16312172 71859567 false 0 false 0.55390 Fort Worth Endoscopy Centers LLC 900 W Magnolia Ave 101 Fort Worth TX 76104 770368346 Endoscopy Center TX THR-SCA Holding Related 9882087 5536707 false 0 true 0.51000 Greenville Surgery Center LLC 7150 Greenville Ave Ste 200 Dallas TX 75231 742411643 Amb Surg Ctr TX THR-SCA Holding Related 1348537 2598865 false 0 true 0.80300 Health Imaging Partners LLC 8610 Explorer Drive Ste 300 Colorado Springs CO 80920 271385885 Outpatient Diagno TX TH Resources Related 14191588 42236292 false 0 false 0.51000 North Dallas Surgical Center LLC 17980 Dallas Parkway Ste 100 Dallas TX 75287 272248103 Amb Surg Ctr TX THR-SCA Holding Related 531473 1176436 false 0 true 0.51000 Physician Medical Center LLC 612 E Lamar Blvd 6th Flr Arlington TX 76011 481281376 Hospital TX TH Plano Related 1563661 1832077 false 0 false 0.06500 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 TH Resources Related 14219780 45824561 false 0 true 0.60410 Southlake Specialty Hospital LLC 612 E Lamar Blvd 6th Flr Arlington TX 76011 020555370 Hospital TX TH HEB Related 775837 1723402 false 0 true 0.06080 Surgical Caregivers of Fort Worth LLC 2001 W Rosedale Street Fort Worth TX 76104 751925497 Amb Surg Ctr TX THR-SCA Holding Related 4606870 4050000 false 0 true 0.51500 Texas Health Craig Ranch Surgery Center 8080 State Hwy 121 Ste 100 McKinney TX 75070 383897811 Amb Surg Ctr TX THR-SCA Holding Related 2933774 4138756 false 0 true 0.57500 Texas Health Flower Mound Orthopedic Sur 5000 Long Prairie Road Flower Mound TX 75028 800866449 Amb Surg Ctr TX THR-SCA Holding Related 4788714 4762405 false 0 true 0.51000 Texas Health MedSynergies LLC 909 Hidden Ridge Ste 300 Irving TX 75038 800272951 Mgmt Services TX TH Resources Related 1005971 20249434 false 0 false 0.89610 Texas Health Spine Center Arlington 1545 E Southlake Blvd Ste 100 Southlake TX 76092 464143686 Inactive TX TH Resources Related 0 316791 false 0 true 0.61890 Texas Health Surgery Center Preston Plaz 17950 Preston Road Ste 75 Dallas TX 75252 203991622 Amb Surg Ctr TX THR-SCA Holding Related 2722352 2624862 false 0 false 0.51000 Texas Health Surgery Center Rockwall LL 569 Brookwood Village Ste 901 Birmingham AL 35209 474425996 Inactive TX THR-SCA Holding Related 0 0 false 0 true 0.51000 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 TH Resources Related 791321 2292425 false 0 true 0.51000 THR-STT Southlake ASC LLC 1545 E Southlake Blvd Southlake TX 76092 201728912 Amb Surg Ctr TX TH Resources Related 3196328 5339450 false 0 true 0.51000 USMD Hospital at Arlington LP 801 I -20 West Arlington TX 76017 731662763 Hospital TX TH Resources Related 9961043 50006902 false 0 false 0.51000 USMD Hospital at Fort Worth LP 6333 North State Hwy 161 Ste 200 Irving TX 75038 203571243 Hospital TX TH Resources Related 1178240 5027594 false 0 false 0.51000 Wilson Creek Surigcal Center LLC 569 Brookwood Village Ste 901 Birmingham AL 35209 274816583 Amb Surg Ctr TX THR-SCA Holding Related 3566339 2249621 false 0 true 0.51000 Women's Specialty Surgery Center 8230 Walnut Hill Ln Ste 101 Dallas TX 75231 262310072 Amb Surg Ctr TX NA N/A Grace Indemnity Company Ltd 1159 CARIBBEAN PLAZA GRAND CAYMAN CJ KY 1-1102 981209573 Captive Insurance CJ TH Resources C Corp 0 43190367 1.00000 true Huguley Medical Associates Inc 11801 South Freeway Burleson TX 76028 752547668 Phys Clinics TX NA C Corp false Magnum Health Holdings Inc 612 E Lamar Blvd Ste 600 Arlington TX 76011 475486814 Inactive TX TH Resources C Corp 0 0 1.00000 true Magnum Health Plan Inc 612 E Lamar Blvd Ste 600 Arlington TX 76011 475548221 Inactive TX NA C Corp false Texas Health Biomedical Advancement Cent 612 E Lamar Blvd Arlington TX 76011 752636884 Research TX NA C Corp false Texas Health Resources Casualty Company 612 E Lamar Blvd Arlington TX 76011 030310676 Insurance VT TH Resources C Corp 34838 0 1.00000 true Texas Health Resources Bundled Products 612 E Lamar Blvd Arlington TX 76011 465588632 Inactive TX TH Resources C Corp 0 0 1.00000 true TH Resources Primary Care Ext Physcian N 612 E Lamar Blvd Arlington TX 76011 465365421 Inactive TX TH Resources C Corp 0 0 1.00000 true Texas Health Resources Spine Services 612 E Lamar Blvd Arlington TX 76011 465347751 Inactive TX TH Resources C Corp 0 0 1.00000 true Texas Health Resources Women's Services 612 E Lamar Blvd Arlington TX 76011 465330487 Inactive TX TH Resources C Corp 0 0 1.00000 true Charitable Remainder Trusts (4) 612 E Lamar Blvd Arlington TX 76011 CR Trust TX TH Foundation Trust false true true true true false false false false false true false true true false false true true true true Flower Mound Hospital Partners LLC a 73600 Lease Health Imaging Partners LLC a 367365 Lease Southlake Specialty Hospital LLC a 23100 Lease Texas Health Huguley Inc a 130775 Lease Texas Health Allen a 371544 Lease Texas Health Alliance a 847581 Lease Texas Health Arlington Memorial a 41540 Lease Texas Health Azle a 246581 Lease Texas Health Cleburne a 38997 Lease Texas Health Dallas a 843587 Lease Texas Health Denton a 1703284 Lease Texas Health Fort Worth a 4377994 Lease Texas Health HEB a 1036365 Lease Texas Health Kaufman a 62715 Lease Texas Health Outpatient Surgery Cntr Alliance a 793463 Lease Texas Health Plano a 2438718 Lease Texas Health Physician Group a 9216150 Lease Texas Health Resources Foundation a 397936 Lease Texas Health Stephenville a 78294 Lease Texas Health Specialty Hospital a 95648 Lease Texas Health Southwest a 1049825 Lease Texas Health Research & Education Inst a 309666 Lease Health Imaging Partners LLC b 1185713 JV Agreement North Dallas Surgical Center LLC b 81490 JV Agreement Texas Health Craig Ranch Surgery Center LLC b 836011 JV Agreement Cleburne Surgical Center LLC c 2453308 JV Agreement Denton Surgery Center LLC c 4141367 JV Agreement Flower Mound Hosptial Partners LLC c 11999656 JV Agreement Fort Worth Endoscopy Center LLC c 8897130 JV Agreement Greenville Surgery Center LLC c 1889245 JV Agreement Health Imaging Partner LLC c 11489586 JV Agreement Physician Medical Center LLC c 1548508 JV Agreement Rockwall Regional Hosptial LLC c 10241599 JV Agreement Southlake Specialty Hosptials LLC c 803111 JV Agreement Surgical CareGivers of Fort Worth LLC c 4381784 JV Agreement Texas Health Craig Ranch Surgery Center LLC c 2360705 JV Agreement TH Flower Mound Orthopedic Surgery Center c 4931407 JV Agreement Texas Health Surgery Center Preston Plaza LLC c 1265152 JV Agreement THRSTT Rockwall ASC LLC c 1314348 JV Agreement THRSTT Southlake ASC LLC c 3251966 JV Agreement USMD Hospital at Arlington LP c 7600936 JV Agreement USMD Hosptial at Fort Worth LP c 468602 JV Agreement Wilson Creek Surgical Center LLC c 2246627 JV Agreement Flower Mound Hospital Partner LLC l 9586351 Contract Health Imaging Partners LLC l 3075664 Contract Physician Medical Center LLC l 4659448 Contract Rockwall Regional Hospital LLC l 7867735 Contract Southlake Specialty Hosptial LLC l 4139319 Contract STTTHR Southlake ASC l 100000 Contract USMD Hospital Arlington LP l 100000 Contract USMD Hospital Fort Worth LP l 100000 Contract Cleburne Surgical Center LLC q 50261 Interco Billing Denton Surgery Center LLC q 83265 Interco Billing Flower Mound Hospital Partners LLC q 687146 Interco Billing Fort Worth Endoscopy Centers LLC q 96560 Interco Billing Health Imaging Partners LLC q 521938 Interco Billing Physician Medical Center q 481669 Interco Billing Rockwall Regional hospital LLC q 615602 Interco Billing Southlake Specialty Hospital LLC q 391524 Interco Billing Surgical CareGivers of Fort Worth LLC q 102516 Interco Billing Texas Health Medsynergies LLC q 159251 Interco Billing Texas Health Craig Ranch Surgery Center LLC q 62005 Interco Billing TH Flower Mound Orthopedic Surgery Center LLC q 74887 Interco Billing THRSTT Southlake ASC LLC q 61910 Interco Billing Flower Mound Hospital Partners LLC p 207066 Interco Billing Health Imaging Partners LLC p 131397 Interco Billing Rockwall Regional Hospital LLC p 219260 Interco Billing Southlake Specialty Hospital LLC p 88782 Interco Billing THR Bundled Products l 1048952 Interco Billing USMD Hospital at Arlington LP p 150291 Interco Billing USMD Hospital at Fort Worth LP p 73499 Interco Billing Related Transaction-Part V, Line 2 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 falling within the meaning of centralized services as described above, are not listed on Schedule R, Part V, Line 2.