METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC (EIN 74-1287016)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-26
- IRS object ID
- 201422699349300807
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-26T09:16:08-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 1100 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741287016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HEALTHCARE MINISTRIES of SOUTH | BusinessNameLine1 |
| Business Name Line2 | TEXAS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEVIN C MORIARTY PRES/CEO | InCareOfNm |
| Business Name Control | METH | BusinessNameControlTxt |
| Phone | 2106920234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4507 Medical Drive | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782294401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY LOBASSO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2014-09-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173486156 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kevin C Moriarty | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4507 Medical Drive | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782294401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $250,075,637 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mhm.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To serve by improving the physical, mental, and spiritual health of and spiritual health of those least served in the Southwest Texas Conference of The United Methodist Church. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 366 | TotalEmployeeCnt |
| Total Volunteers | 178 | TotalVolunteersCnt |
| Total Gross UBI | $1,826,018 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,010,812 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $157,795 | PYContributionsGrantsAmt |
| CY Contributions Grants | $158,685 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $129,494,416 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $138,685,160 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,524,542 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,400,339 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,121,305 | PYOtherRevenueAmt |
| CY Other Revenue | $1,376,747 | CYOtherRevenueAmt |
| PY Total Revenue | $142,298,058 | PYTotalRevenueAmt |
| CY Total Revenue | $160,620,931 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,854,398 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,373,381 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,399,867 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,891,826 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,327,147 | PYOtherExpensesAmt |
| CY Other Expenses | $21,169,153 | CYOtherExpensesAmt |
| PY Total Expenses | $63,581,412 | PYTotalExpensesAmt |
| CY Total Expenses | $60,434,360 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $78,716,646 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $100,186,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $742,086,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $860,775,745 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,372,024 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,155,205 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $704,714,228 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $828,620,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN FURTHERANCE OF THE FOUNDERS' VISION OF "SERVING HUMANITY TO HONOR GOD" METHODIST HEALTHCARE MINISTRIES (MHM) HAS A TWO-FOLD MISSION, BOTH EQUALLY IMPORTANT. ONE MISSION IS TO IMPROVE THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF THOSE LEAST SERVED IN THE SOUTHWEST TEXAS CONFERENCE AREA OF THE UNITED METHODIST CHURCH (SAN ANTONIO AND SOUTH TEXAS). AS ONE-HALF OWNER OF THE METHODIST HEALTHCARE SYSTEM (MHS) - THE LARGEST HEALTHCARE SYSTEM IN SOUTH TEXAS - MHM'S MISSION IS COMMITTED TO ENSURING THAT MHS PROVIDES QUALITY CARE TO ALL AND THAT CHARITY CARE IS AVAILABLE AND PROVIDED TO THE COMMUNITY AS NEEDED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,248,446 | ExpenseAmt |
| Grant | $17,248,446 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SINCE 1996, MHM HAS FUNDED GRANTS TO PARTNERS WITH MISSIONS SIMILAR TO MHM, I.E. TO PROVIDE SERVICES TO UNDERSERVED AND UNSERVED PEOPLE THROUGHOUT SOUTH TEXAS. THIS INCLUDES LONG-TERM RELATIONSHIPS WITH EXISTING COMMUNITY HEALTH CENTERS IN UNDERSERVED AREAS OF SAN ANTONIO, THE RIO GRANDE VALLEY, AND SOUTH TEXAS. ADDITIONALLY, SHORT-TERM GRANTS ARE MADE FROM TIME TO TIME FOR DIRECT SERVICES TO PATIENTS AND CAPITAL FUNDING FOR CONSTRUCTION OF NEW CLINIC FACILITIES AND RENOVATIONS TO EXISTING CLINIC FACILITIES FOR THE UNDERSERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,100,274 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $103,534 | RevenueAmt |
| Desc | MHM OWNS AND OPERATES THE WESLEY HEALTH & WELLNESS CENTER AT COLUMBIA HEIGHTS AND BISHOP ERNEST T. DIXON JR. CLINIC. BOTH SITES PROVIDE FULL-TIME MEDICAL AND/OR DENTAL SERVICES AND BEHAVIORAL HEALTH SERVICES TO INDIVIDUALS AND FAMILIES WHO DO NOT QUALIFY FOR MEDICAID OR MEDICARE AND WHO ARE NOT OFFERED OR CANNOT AFFORD HEALTH INSURANCE. PATIENT REVENUE IS NOMINAL AND IS BASED ON A SLIDING FEE SCALE DETERMINED BY FAMILY SIZE AND INCOME LEVEL. MHM ALSO OPERATES SCHOOL BASED HEALTH CENTERS IN TWO LOCAL SCHOOL DISTRICTS, PROVIDING MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,273,879 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,640 | RevenueAmt |
| Desc | WESLEY NURSE HEALTH MINISTRIES PROVIDES SPECIALLY TRAINED REGISTERED NURSES WHO ARE BASED IN CHURCHES THROUGHOUT SOUTH TEXAS. WESLEY NURSES ARE CHARGED WITH DEFINING THE HEALTH AND WELLNESS NEEDS OF THE LEAST-SERVED OF THE CONGREGATIONS THEY SERVE AND THE COMMUNITY AS A WHOLE. THEY FACILITATE MEETING THE NEEDS OF THE LEAST-SERVED BY INTERFACING WITH OTHER COMMUNITY RESOURCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,416,554 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $124,935 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $138,579,986 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $52,039,153 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 245 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 366 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN C MORIARTY PRESCEO | PersonNm |
| Phone | 2106920234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4507 MEDICAL DRIVE | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782294401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Scott D Bryan | |||||||||
| Chair | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Darrell Frank Smith | |||||||||
| Senior Vice Chair | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paula Larson MD | |||||||||
| Vice Chair | 4.0 | 0.0 | Yes (X) | Yes (X) | |||||
| George N Ricks | |||||||||
| Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | |||||
| Shirley W Watkins | |||||||||
| Secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | |||||
| Alice H Gannon | |||||||||
| Treasurer | 4.0 | 0.0 | Yes (X) | Yes (X) | |||||
| Richard T Gilby | |||||||||
| Immediate Past Chair | 2.0 | 0.0 | Yes (X) | ||||||
| Mindi Alterman | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Paul M Anderson | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Polin C Barraza | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Martin F Casey Jr | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Blas S Catalani II | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Bishop James E Dorff | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| James A Garcia | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Lavonne Garrison | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Rinaldo J Gonzalez | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Sherry Herndon | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Susan W Holmes | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| R Dan Johnson | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Joe E Johnston MD | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Nancy F May | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Jesse Moss Jr MD | |||||||||
| Director (Term 6/26/2013) | 2.0 | 0.0 | Yes (X) | ||||||
| Sam O'Krent | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Kerwin L Overby | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Mahendra C Patel MD | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Rev Carl W Rohlfs | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Paula X Stallcup | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| John F Stoll MD | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Rev Virgilio Vazquez-Garza | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Sandy Wilder | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Pendelton Wickersham MD | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| George Mac Williams Jr | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | ||||||
| Kevin Moriarty | |||||||||
| Chief Executive Officer | 40.0 | 1.0 | Yes (X) | $425,800 | $39,632 | ||||
| Peggy Cary | |||||||||
| Chief Financial Officer | 40.0 | 1.0 | Yes (X) | $194,317 | $39,758 | ||||
| George Thomas | |||||||||
| Chief Operating Officer | 40.0 | 0.0 | Yes (X) | $101,331 | $21,356 | ||||
| Joseph Babb | |||||||||
| Senior VP of Partnership | 40.0 | 0.0 | $181,225 | $25,670 | Yes (X) | ||||
| Rebecca Brune | |||||||||
| VP of Strategic planning | 40.0 | 0.0 | $119,405 | $26,701 | Yes (X) | ||||
| Marlene Anders | |||||||||
| Director of Wesley Nurse Hlth | 40.0 | 0.0 | $114,186 | $19,086 | Yes (X) | ||||
| Brian Jaxx | |||||||||
| Director of Investments | 40.0 | 0.0 | $110,832 | $29,217 | Yes (X) | ||||
| CYNTHIA MCCLOY | |||||||||
| Dir of Accounting/Controller | 40.0 | 0.0 | $108,311 | $20,880 | Yes (X) | ||||
| MARLYN STANTON-WHITE | |||||||||
| Director of Clinic/BHS | 40.0 | 0.0 | $106,405 | $23,197 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,461,812 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $245,497 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Carlson Capital | |||||
| 2100 McKinney Avenue | DALLAS | TX | 75201 | investment manager | $1,045,287 |
| BBT Overseas Cap | |||||
| 201 Main St Suite 3300 | FORT WORTH | TX | 76102 | Investment Manager | $1,040,663 |
| LABORATORY CORPORATION OF AMERICA | |||||
| PO BOX 12140 | BURLINGTON | NC | 27216 | LAB SERVICES | $443,356 |
| EAGLE CAPITAL | |||||
| 499 PARK AVENUE 17TH FL | NEW YORK | NY | 10022 | INVESTMENT MANAGER | $340,510 |
| SOUTHWEST DIAGNOSTICS | |||||
| PO BOX 241000 | SAN ANTONIIO | TX | 78224 | RADIOLOGY SERVICES | $336,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $41,504 | GovernmentGrantsAmt |
| All Other Contributions | $117,181 | AllOtherContributionsAmt |
| Total Contributions | $158,685 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ORDINARY INCOME FROM MHS OF SAN ANTONIO | 622110 | $138,569,505 | $136,999,737 | $1,569,768 |
| CLINIC REVENUE - DIRECT MHM PROGRAM | 621498 | $103,534 | $103,534 | |
| WESLEY KITCHEN - DIRECT MHM PROGRAM | 900099 | $10,481 | $10,481 | |
| WESLEY NURSE SYMPOSIUM REVENUE-DIRECT MHM PROGRAM | 611430 | $1,640 | $1,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $138,685,160 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,799,980 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $155,634 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,644,346 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,194,043 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,817,296 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,376,747 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,376,747 | TotalRevenueColumnAmt |
| Exclusion | $1,376,747 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $98,237,769 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,623,805 | SecuritiesAmt |
| Other | $13,605 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,613,964 | SecuritiesAmt |
| Other | -$13,605 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,600,359 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $100,616 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,499,743 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $160,620,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,115,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,826,018 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,520,836 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,248,446 | TotalAmt |
| Program Services | $17,248,446 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,935 | TotalAmt |
| Program Services | $124,935 | 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 | $1,029,089 | TotalAmt |
| Management And General | $1,029,089 | ManagementAndGeneralAmt |
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 | $15,597,103 | TotalAmt |
| Program Services | $13,758,093 | ProgramServicesAmt |
| Management And General | $1,839,010 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,110 | TotalAmt |
| Program Services | $700,651 | ProgramServicesAmt |
| Management And General | $162,459 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,228,559 | TotalAmt |
| Program Services | $2,495,113 | ProgramServicesAmt |
| Management And General | $733,446 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,965 | TotalAmt |
| Program Services | $997,017 | ProgramServicesAmt |
| Management And General | $176,948 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,639 | TotalAmt |
| Management And General | $106,639 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,750 | TotalAmt |
| Management And General | $43,750 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,831 | TotalAmt |
| Program Services | $223,831 | ProgramServicesAmt |
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 | $1,774,738 | TotalAmt |
| Management And General | $1,774,738 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,445,300 | TotalAmt |
| Program Services | $3,469,107 | ProgramServicesAmt |
| Management And General | $976,193 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,915 | TotalAmt |
| Program Services | $8,395 | ProgramServicesAmt |
| Management And General | $47,520 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,412 | TotalAmt |
| Program Services | $726,992 | ProgramServicesAmt |
| Management And General | $174,420 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,443 | TotalAmt |
| Program Services | $598,492 | ProgramServicesAmt |
| Management And General | $174,951 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,100 | TotalAmt |
| Program Services | $483,532 | ProgramServicesAmt |
| Management And General | $155,568 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,014 | TotalAmt |
| Program Services | $493,963 | ProgramServicesAmt |
| Management And General | $83,051 | ManagementAndGeneralAmt |
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 | $215,774 | TotalAmt |
| Program Services | $158,688 | ProgramServicesAmt |
| Management And General | $57,086 | ManagementAndGeneralAmt |
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 | $1,922,879 | TotalAmt |
| Program Services | $1,525,187 | ProgramServicesAmt |
| Management And General | $397,692 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,278 | TotalAmt |
| Program Services | $201,483 | ProgramServicesAmt |
| Management And General | $70,795 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PHARMACEUTICALS | $3,562,755 | $3,562,755 |
| K-1 EXPENSES-INCL ALLOC DEPR | $3,262,298 | $3,262,298 |
| DENTAL SUPPLIES | $461,414 | $461,414 |
| COMMUNITY OUTREACH | $397,420 | $397,420 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,533,193 | TotalAmt |
| Program Services | $1,141,341 | ProgramServicesAmt |
| Management And General | $391,852 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,434,360 | TotalAmt |
| Program Services | $52,039,153 | ProgramServicesAmt |
| Management And General | $8,395,207 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,669,745 | BOYAmt |
| EOY | $2,068,433 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,162 | BOYAmt |
| EOY | $4,520,217 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,448 | BOYAmt |
| EOY | $165,800 | 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 | $333,058 | BOYAmt |
| EOY | $405,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,644,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,833,844 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,053,168 | BOYAmt |
| EOY | $33,810,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,700,938 | BOYAmt |
| EOY | $352,024,789 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,451,206 | BOYAmt |
| EOY | $106,528,330 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,728,527 | BOYAmt |
| EOY | $361,043,862 | 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 | $100,000 | BOYAmt |
| EOY | $208,539 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,086,252 | BOYAmt |
| EOY | $860,775,745 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,923 | BOYAmt |
| EOY | $2,173,337 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,371,101 | BOYAmt |
| EOY | $29,981,868 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,372,024 | BOYAmt |
| EOY | $32,155,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,601,403 | BOYAmt |
| EOY | $828,507,715 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,825 | BOYAmt |
| EOY | $12,825 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,714,228 | BOYAmt |
| EOY | $828,620,540 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,086,252 | BOYAmt |
| EOY | $860,775,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $100,186,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $50,867,398 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$27,147,657 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741326672 | EIN |
| Organization Type | 01 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $348,389 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $348,389 | SupportSumAmt |
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 | false | MailingsMembersInd |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $2,225 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $274,657 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $16,168 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $24,708 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $3,400 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $321,158 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II 1-i | FormAndLineReferenceDesc |
| Explanation | Other lobbying activities include: registration fees, membership dues, and phone services. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,000 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,172 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,633 | OtherExpendituresAmt |
| End Year Balance | $208,539 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,488 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,488 | OtherExpendituresAmt |
| End Year Balance | $100,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,949 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,949 | OtherExpendituresAmt |
| End Year Balance | $100,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,107 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,107 | OtherExpendituresAmt |
| End Year Balance | $100,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,515 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,515 | OtherExpendituresAmt |
| End Year Balance | $100,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.52050 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47950 | PrmnntEndowmentBalanceEOYPct |
| 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 | $2,527,278 | OtherCostOrOtherBasisAmt |
| Book Value | $2,527,278 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,147,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,774,362 | DepreciationAmt |
| Book Value | $28,373,450 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $242,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $199,856 | DepreciationAmt |
| Book Value | $42,170 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,727,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,859,626 | DepreciationAmt |
| Book Value | $2,867,698 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $33,810,596 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (11 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OVERSEAS CAP PARTNERS, INC. | $37,702,632 | F |
| BLACK DIAMOND LTD | $15,625,655 | F |
| DOUBLE BLACK DIAMOND LTD | $19,262,312 | F |
| BLACK DIAMOND STRUC OPP II LP | $10,150,144 | F |
| EAGLE INCOME APPRECIATIONS LLC | $19,340,915 | F |
| INCUBE VENTURES II, LP | $488,633 | F |
| TARGETED TECHNOLOGY FUND, LP | $402,312 | F |
| BIO2 MEDICAL | $250,000 | F |
| VIROXIS | $250,000 | F |
| AZAYA THERAPEUTICS | $335,000 | F |
| TEXAS METHODIST FOUNDATION | $2,720,727 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $106,528,330 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY OWNERSHIP IN METHODIST | Desc |
| Book Value | $361,043,862 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $361,043,862 | TotalBookValueProgramRltdAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D Part V | FormAndLineReferenceDesc |
| Explanation | MHM'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. IN 2013, THE ROY CAMPBELL III ENDOWMENT WAS CREATED AT THE REQUEST OF THE MHM BOARD FOR $100,000 FOR THE BENEFIT OF A SPECIFIC CHARITABLE ORGANIZATION. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500. | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,416,530 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,375,732 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,040,798 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02570 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $80,877,704 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $112,022,588 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | -$31,144,883 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,681,354 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,942,550 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | -$261,196 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $102,975,588 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $116,340,870 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | -$13,365,281 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $36,241,941 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $270,592 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $35,971,349 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05120 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,143,691 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $75,626 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,068,065 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,248,446 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,248,446 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02460 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $54,634,078 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $346,218 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $54,287,860 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07730 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $157,609,666 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $116,687,088 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $40,922,579 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05830 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $63,234,772 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $896,911 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $184,019,613 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $181,898,136 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $2,121,477 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| METH AMB SURG CTR-MC | |||
| FREESTANDING ASC | 0.35300 | 0.00000 | 0.14700 |
| METH AMB SURG CTR-NC | |||
| FREESTANDING ASC | 0.35900 | 0.00000 | 0.14100 |
| COMP RAD MGMT SVCS | |||
| IMAGING SERVICES | 0.25000 | 0.00000 | 0.25000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 8 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (8 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | Childrens HospitalChildrensHospitalInd |
|---|---|---|---|---|---|---|---|---|---|
| METHODIST HOSPITAL | |||||||||
| 1 | 7700 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Children's Hospital | |||||||||
| 2 | 7700 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | Yes (X) | Yes (X) | A | Yes (X) | |
| Metropolitan Methodist Hospital | |||||||||
| 3 | 1310 McCullough Avenue | SAN ANTONIO | TX | 78212 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Specialty & Transplant | |||||||||
| 4 | 8026 Floyd Curl Drive | SAN ANTONIO | TX | 78229 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Stone Oak Hospital | |||||||||
| 5 | 1139 E Sonterra Blvd | SAN ANTONIO | TX | 78258 | Yes (X) | Yes (X) | Yes (X) | A | |
| Northeast Methodist Hospital | |||||||||
| 6 | 12412 Judson Road | SAN ANTONIO | TX | 78223 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Texsan Hospital | |||||||||
| 7 | 6700 IH 10 West | SAN ANTONIO | TX | 78201 | Yes (X) | Yes (X) | Yes (X) | A | |
| Methodist Ambulatory Surgery | |||||||||
| 8 | 9150 Huebner Rd Suite 100 | SAN ANTONIO | TX | 78240 | Yes (X) | Yes (X) | Yes (X) | A | |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (8 entries)
| FacilityFacilityNum | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | OtherOtherInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Rpt Available Upon RequestRptAvailableUponRequestInd | Adopt Implementation StrategyAdoptImplementationStrategyInd | Exec Implementation StrategyExecImplementationStrategyInd | Develop Community Wide PlanDevelopCommunityWidePlanInd | Exec Community Wide PlanExecCommunityWidePlanInd | Include Operational PlanIncludeOperationalPlanInd | Adopt BudgetAdoptBudgetInd | Prioritize Health NeedsPrioritizeHealthNeedsInd | Prioritize ServicesPrioritizeServicesInd | All Needs AddressedAllNeedsAddressedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Used Deter Elig Free CareFPGUsedDeterEligFreeCareInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Used Determ Elig Dscnt CareFPGUsedDetermEligDscntCareInd | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Explained BasisExplainedBasisInd | Income LevelIncomeLevelInd | Asset LevelAssetLevelInd | Medical IndigencyMedicalIndigencyInd | Insurance StatusInsuranceStatusInd | Uninsured DiscountUninsuredDiscountInd | Medicaid MedicareMedicaidMedicareInd | Other FactorsOtherFactorsInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | Posted On WebsitePostedOnWebsiteInd | Posted In Emergency RoomPostedInEmergencyRoomInd | Posted In Admission OfficePostedInAdmissionOfficeInd | Provided On AdmissionProvidedOnAdmissionInd | Available On RequestAvailableOnRequestInd | Other PublicityOtherPublicityInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Collection ActivitiesCollectionActivitiesInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Methodist Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.SAHealth.com | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false |
| Methodist Children's Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | WWW.SAHEALTH.COM | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | |
| Metropolitan Methodist Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.SAHelth.com | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | |
| Methodist Specialty & Transplant | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.SAHealth.com | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | |
| Northeast Methodist Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.SAHealth.com | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | |
| Methodist Stone Oak Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 6 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.SAHealth.com | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | |
| Methodist Texsan Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 7 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.SAHealth.com | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | |
| Methodist Ambulatory Surgery | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.SAHealth.com | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (true) | Yes (X) | false | false | |
Supplemental Information SupplementalInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE H, PART V, SECTION B | FormAndLineReferenceDesc |
| Explanation | Part V, Section B, Line 1J In 2013, each Methodist Hospital, as well as the System, adopted the health priority areas based upon the Bexar County Community Health Assessment (undertaken by The Health Collaborative), the Bexar County Community Health Improvement Plan (CHIP) and the SA 2020 goals. Additional information about The Health Collaborative's assessment process is noted below. In 2013, MHS's implementation strategy, including an execution plan and prioritization of health needs, services and metrics for each hospital were presented to and approved by the MHS Community Benefits Committee, the MHS Community Board, the MHS Board of Governors, and the Methodist Healthcare Ministries Board of Governors. In order to assess the rural areas Methodist Healthcare serves, MHS utilized assessment information from the Regional Healthcare Partnership 6 Plan submitted to the Texas Health and Human Services Commission as part of the Medicaid 1115 Waiver Program. University Healthcare System (RHP6 Anchor) lead this process which included multiple meetings, conference calls and public forums from February - May of 2012. Participants in this process included hospital CEOs, county judges, county commissioners, physicians from the University of Texas Health Science Center at San Antonio, University Health System and Christus Santa Rosa. Input was also obtained from federally qualified health centers, city government officials, indigent care coordinators, advocacy groups and Healthcare Access San Antonio. MHM and MHS are members of the The Health Collaborative which consists the following members: Baptist Health System, Christus Santa Rosa Health System, Bexar County Department of Community Resources, Community First Health Plans, San Antonio Metropolitan Health District (Metro Health), WellMed Medical Management, the YMCA of Greater San Antonio, University Health System, and Community Member, Steve Blanchard, PhD. MHM and MHS are major funders of the Bexar County Community Health Collaborative's needs assessment. As noted above, Methodist Healthcare System is a partner of The Health Collaborative. The Collaborative undertakes a county-wide community assessment study every three years to guide the community health strategic planning process. For the current study, The Health Collaborative engaged Health Resources in Action to collaborate on the process. The goals of the study included: a) To provide a health portrait of the community b) To determine trends and emerging issues, c) To engage the community and key partners to identify health concerns, priorities, strengths and opportunities for future programming and policy. The assessment was comprised of three phases: Phase I - Health Outcomes and Conditions - provided information on Bexar County's social and economic indicators, as well as the leading causes of morbidity and mortality for Bexar residents. Multiple data sources were drawn upon in order to obtain this information and included the U.S. Census Bureau, U.S. Bureau of Labor and Statistics, Texas Department of State Health Services, and the San Antonio Police Department. Phase II - Health Behaviors - this phase examined risk factors and behaviors resulting in the leading causes of morbidity and mortality of Bexar County. Phase III - In-depth Community Health Perceptions - this phase identified those areas requiring further investigation and/or community input. Focus groups, meetings, and interviews were conducted with over 280 individuals. Groups included hospital administrators, WIC Counselors, as well as children and their parents. This phase provided valuable insight into the perceived health needs and assets as well as suggestions for improving the health of the area. Using information from the Collaborative' s Community Health Needs Assessment, as well as other data, Methodist Healthcare System developed individual plans for each campus, which included a 3-Year plan for 2014-2016. The implementation strategy includes the following: communication plan, priority initiative work plan, role and responsibility assignments, and measures/indicators for success along with baseline data. Additional monitoring of the plan will occur through the quarterly community benefits reports to the MHS Community Benefits Committee and the annual charity care report. Part V, Section B, Line 3 As noted above, Phase III of the Assessment identified areas requiring further investigation and/or community input. Focus groups, meetings, and interviews were conducted with over 280 individuals representing different audiences. These groups included faith organizations, social service providers, hospital administrators, local and county government officials, public health leaders, academic researchers, community planning agencies, community focused organizations, individual community members, and business leaders. Part V, Section B, Line 4 The community needs assessment was conducted with the following hospital facilities: Methodist Healthcare System (Methodist Hospital, Methodist Children's Hospital, A Campus of Methodist Hospital, Methodist Specialty and Transplant Hospital, A Campus of Methodist Hospital, Metropolitan Methodist Hospital, A Campus of Methodist Hospital, Northeast Methodist Hospital, A Campus of Methodist Hospital, Methodist Texsan Hospital, A Campus of Methodist Hospital, Methodist Stone Oak Hospital, Methodist Ambulatory Surgery Hospital - Northwest); Baptist Health System (Baptist Medical Center, North Central Baptist Hospital, Mission Trails Baptist Hospital, St. Luke's Baptist Hospital, Northeast Baptist Hospital); Christus Santa Rosa Health System (Christus Santa Rosa Medical Center, Christus Santa Rosa Westover Hills, Children's Hospital of San Antonio) and University Hospital System. Part V, Section B, Line 5c The Community Health Needs Assessment is available on the following websites, and also is available upon request from the hospital: http://sahealth.com, http://www.healthcollaborative.net/ Part V, Section B, Line 12 Methodist Healthcare System uses Federal Poverty Guidelines to determine eligibility. The following is a summary of the Charity Care Policy adopted by MHS: Charity Care Eligibility System - Methodist requires the completion of an application, which allows for the collection of appropriate information. - Verification of family members in the household - Adults: patient, patient's spouse and any dependents. Minors: patient, patient's mother and father, and dependents of both. - Income calculation - Adults: sum of the total yearly gross income of the patient and the patient's spouse. Minors: total yearly gross income of the patient, and the patient's mother and father. - Documentation - various official income reporting documentation is required (e.g. W-2, Wage and Tax Statement, Pay Check Remittance and others). Documentation associated with the participation in a Public Benefit Program can be provided in lieu of income documentation (proof of participation indicates the patient has been deemed financially indigent and therefore is not required to provide income information). There is also a verification process in place for patients that do not have appropriate documentation. - ZIP Code Write-Off Eligibility - Methodist will accept uninsured residential indigent patients as eligible for charity Write-Off upon exhaustion of insurance eligibility determination (i.e. Medicaid) and efforts to obtain a completed Charity application with supporting proof of income. The write-off will apply to all patient types. A residential indigent patient is an uninsured person who is accepted for care with no obligation or with a discounted obligation to pay for the services rendered, and lives in specifically defined ZIP codes--those with high poverty populations. For the year ended December 31, 2013, the charity care write off related to this eligibility process was $86.3 million ($60.7 million in 2012). Charity Eligibility Classifications - Financially Indigent - yearly income is less than or equal to 200% of the Federal Poverty Guidelines. - Medically Indigent - the amount owed by the patient after payment by all third-party payors must exceed ten percent of the patient's yearly income and the patient must be unable to pay the remaining bill. Acceptance by MHS is based on meeting either of two criteria: Yearly income must be greater than 200%, but less than or equal to 500% of the Federal Poverty Guidelines. Alternatively, patients with abnormally large accounts may qualify as catastrophically eligible when their remaining balance exceeds a specific percentage of their income. It is important to note that the guidelines applied for Catastrophic Eligibility range from 201% of the Federal Poverty Guidelines to over 1000% of the Federal Poverty Guidelines. Methodist Healthcare System adopted an Uninsured Discount Policy effective March 1, 2005. The original rates were developed based on average reimbursement rate for commercial PPO P | ExplanationTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 14 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| METHODIST AMBULATORY SURGERY CTR-MED CTR | ||||
| 4411 MEDICAL DRIVE SUITE 200 | SAN ANTONIO | TX | 78229 | FREESTANDING ASC |
| METHODIST AMBULATORY SURG CTR-N CENTRAL | ||||
| 19019 STONE OAK PARKWAY | San Antonio | TX | 78258 | FRRESTANDING ASC |
| METHODIST BOERNE EMERGENCY CENTER | ||||
| 134 MENGER SPRINGS | BOERNE | TX | 78006 | EMERGENCY DEPARTMENT |
| METHODIST CARDIOLOGY PHYSICIANS | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | TEXAS CERTIFIED NONPROFIT HEALTHCARE CORPORATION |
| TEXAS INSTITUTE OF MEDICINE AND SURGERY | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | TEXAS CERTIFIED NONPROFIT HEALTHCARE CORPORATION |
| METHODIST PHYSICIANS PRACTICE SVCSLLC | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | MSO |
| METHODIST PHYSICIANS PRACTICES PLLC | ||||
| 8109 Fredericksburg Road | San Antonio | TX | 78229 | PHYSICIAN PRACTICE |
| CARDIOLOGY CLINIC OF SAN ANTONIO PLLC | ||||
| 8109 Fredericksburg Road | San Antonio | TX | 78229 | PHYSICIAN PRACTICE |
| METHODIST INPATIENT MANAGEMENT GROUP | ||||
| 8109 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | TEXAS CERTIFIED NONPROFIT HEALTHCARE CORP |
| METHODIST FAMILY HEALTH CTR-AUSTIN HWY | ||||
| 1533 AUSTIN HIGHWAY SUITE 105 | SAN ANTONIO | TX | 78218 | FAMILY HEALTH CENTER |
| METHODIST FAMILY HEALTH CTR-E SOUTHCROSS | ||||
| 2338 E SOUTHCROSS | SAN ANTONIO | TX | 78223 | FAMILY HEALTH CENTER |
| METHODIST FAMILY HEALTH CTR-LAS PALMAS | ||||
| 803 CASTROVILLE RD SUITE 131 | SAN ANTONIO | TX | 78237 | FAMILY HEALTH CENTER |
| METHODIST FAMILY HEALTH CTR-SW MILITARY | ||||
| 137 SW MILITARY DRIVE | SAN ANTONIO | TX | 78221 | FAMILY HEALTH CENTER |
| METHODIST FAMILY HEALTH CTR-ST JAMES | ||||
| 507 ST JAMES | SAN ANTONIO | TX | 78202 | FAMILY HEALTH CENTER |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I line 6a | Methodist Healthcare System of San Antonio, Ltd, LLP ("MHS", the Partnership, EIN: 74-2730328), a Texas limited partnership, was formed on January 11, 1995, and filed a certificate to add the designation of limited liability partnership June 5, 2003. The Partnership is structured with two general partners, Columbia/HCA Healthcare Corporation of Central Texas, an indirect wholly owned subsidiary of HCA Holdings, Inc., and Methodist Healthcare Ministries of South Texas, Inc. ("MHM"), a Texas nonprofit corporation, each with a 20% general partnership interest. The two general partners also each hold equal 30% limited partner interests. Only 50% of MHS financial assistance and other community benefits are reported on MHM's 990 Schedule H. MHS provides a full range of inpatient and outpatient services primarily through the operation of Methodist Hospital and its affiliated campuses of Methodist Children's Hospital, Metropolitan Methodist Hospital, Methodist Specialty & Transplant Hospital, Northeast Methodist Hospital, and Methodist Texsan Hospital, as well as Methodist Stone Oak Hospital and Methodist Ambulatory Surgery Hospital - Northwest, as permitted by the licenses issued to them from the State of Texas. Activities associated with the provision of healthcare services within the hospital setting are the major and central operations of the hospitals. The Partnership is the sole corporate member of four Texas certified nonprofit healthcare corporations, which employ physicians who provide health care services to the community. MHS files Annual Statements of Community Benefits as required by the Texas Department of State Health Services, per provisions of the Texas Health and Safety Code, Chapter 311, Subchapters C and D. |
| Schedule H, Part I, line 7: | Costing Methodology - Cost to Charge ratios from Worksheet 2 used. Part I, Line 7A Explanation - The partnership is a member of the Bexar County Clinical Services (BCCS), as part of an Indigent Care Affiliation Agreement entered into with other healthcare systems in San Antonio. The affiliated hospitals collaborate to ensure the availability of, and to more cost effectively provide, quality healthcare services to low income and needy residents in the Bexar County community. BCCS has contracted with various providers to deliver physician and other healthcare services to the community's low income and needy residents. Each hospital contributes funds to BCCS, which are then used to support the provision of hospital and clinical physician services, physician in-training services, physician assistant/nurse practitioner services, specialty physician services and other healthcare services through BCCS. |
| Schedule H, Part III Section A, Line 4: | Part III, Line 4 - Cost to charge ratios from Worksheet 2 used. |
| Schedule H, Part III, Line 4 | Part III, Line 2&3 - Costing Methodology - Cost to charge ratios from Worksheet 2 used. MHM and MHS jointly analyzed zip codes where, based on financial demographics, it appeared that the patients in those zip codes would likely qualify for charity care. An analysis of past collections in the zip code areas and several federal poverty guideline surveys using the zip codes resulted in MHM's conclusion that all patients in the identified zip codes are patients that, under MHS charity care policies, would likely qualify for charity care. The estimated amount of MHS's bad debt expense attributable to patients eligible under the organization's financial assistance policy was calculated using zip code data. Part III, Line 4 MHS Bad Debt Footnote: Additions to the allowance for doubtful accounts are made by means of the provision for doubtful accounts. Accounts written off as uncollectible are deducted from the allowance and subsequent recoveries are added. The amount of the provision for doubtful accounts is based upon assessment of historical and expected net collections, business and economic conditions, trends in federal and state governmental and private employer health care coverage, and other collection indicators. The provision for doubtful accounts and the allowance for doubtful accounts relate primarily to "uninsured" amounts (including co-payment and deductible amounts from patients who have health care coverage) due directly from patients. Accounts are written off when all reasonable internal and external collection efforts have been performed. The return of an account from the secondary external collection agency is considered to be the culmination of reasonable collection efforts and the timing basis for writing off the account balance. Write-offs are based upon specific identification and the write-off process requires a write-off adjustment entry to the patient accounting system. Management relies on the results of the detailed reviews of historical write-offs and recoveries at facilities that represent a majority of revenues and accounts receivable (the hindsight analysis) as a primary source of information to utilize in estimating the collectability of accounts receivable. The hindsight analysis is performed quarterly, utilizing rolling twelve-month accounts receivable collection and write-off data. The results of the detailed review of historical collections and write-offs experience, adjusted for changes in trends and conditions, are used to evaluate the allowance amount for the current period. At December 31, 2013 and 2012, respectively, the Partnership's combined allowance for doubtful accounts and self-pay discounts represented approximately 96% of the $299 million and 95% of the $257 million total patient due accounts receivable balance, including accounts, net of estimated contractual discounts, related to patients for which eligibility for Medicaid coverage was being evaluated (pending Medicaid accounts). Adverse changes in general economic conditions, business office operations, payor mix, or trends in federal or state governmental health care coverage could affect the Partnership's collection of accounts receivable, cash flows, and results of operations. As of December 31, 2013, the bad debt amount was $126,600,000. This amount is not reflected on MHM's 990 Part IX expenses due to bad debt amount being reported on MHS financials. |
| Schedule H, Part III, Section B, Line 8 | The amounts reported on Part III, Lines 5-7 have been determined by aggregating the information from the individual facility cost report(s) for each of the Hospitals operated by MHS. The Hospitals operated by MHS may have cost report year ends other than December 31, 2013. Accordingly, for a facility with a non-calendar cost report year end, the cost report that was filed for the cost report year end that ended during 2013 was utilized. It is important to note that amounts included in lines 5-7 do not include Medicare revenue and related cost for freestanding ambulatory surgery services and for physician services. |
| Schedule H, Part III Section C, Line 9b: | MHS has a policy to provide discounts to those individuals who do not have insurance or one not covered by a governmental reimbursement program. If a patient qualifies for Medicaid, then he or she is only responsible for any non-covered charges. If the patient does not qualify for Medicaid, he or she may complete the MHS Financial Assistance Application to have the encounter reviewed for a potential charity discount. If the patient's yearly income is less than or equal to 200% of the poverty guidelines updated annually in the Federal Register by the U.S. Department of Health and Human Services ("Federal Poverty Guidelines"), the patient will be granted classification as Financially Indigent, and the account will be written off to charity. Letters are then sent to the patient notifying that the account has qualified for the charity discount and is considered closed. In addition, a sliding scale discount is applied to accounts for patients whose income is between 200% and 500% of the Federal Poverty Guidelines, and whose remaining account balance, after any third-party payments, exceeds a percentage of their income ("Medically Indigent"). In addition, patients with abnormally large accounts may qualify as catastrophically eligible when their remaining balance exceeds a specific percentage of their income. If a patient does not qualify for a charity discount, an uninsured discount is applied to total charges. If a patient is unable to pay the remaining balance in full, after applying any charity or uninsured discounts, MHS will work with the patient to set up a monthly payment arrangement. Throughout the debt collection process, MHS continues to inform patients about the availability of Charity Care Assistance. |
| Schedule H, Part VI, Question 2 | Part V, Section B, Line 1j - discussed The Health Collaborative, its members and the process used to conduct the assessment. Five Key Findings were identified, and those are more fully described below, as well as tactics and/or programs implemented by Methodist Healthcare System to respond to these priorities. Key Finding No. 1: Healthy Eating and Active Living Despite improvements in the physical activity environment, Bexar County still faces challenges in healthy eating and active living. Limited access to healthy foods, an abundance of fast food, and an unhealthy food culture make healthy eating difficult for Bexar County residents. Although the physical activity environment and attitudes are beginning to improve, levels of physical activity have declined in recent years. While population obesity rates have started to decrease, obesity and related chronic diseases are still primary concerns among the Bexar County community. Methodist activities related to this priority included the following in 2013: a) Methodist's community activities include offering a suite of health and wellness programs unlike any other provider in the community - over 2,600 health and wellness events in 2013. b) Over 500 San Antonians participate weekly in Methodist-sponsored line dancing classes throughout the city. c) Two community-wide Heart Check health fairs were held in 2013, one on the west side of San Antonio and the other on the southwest side. Both events attracted over 400 people. d) Methodist offered the following community education classes focusing on prevention--115 classes on Hypertension with 9,331 attendees, 108 classes on Diabetes with 9,642 attendees, and 77 classes on Hyperlipidemia with 8,466 attendees. e) Methodist Healthcare offers a free wellness and prevention magazine called Heart Matters/Stroke Matters that is distributed at all Methodist events. Over 12,000 magazines were distributed in 2013. f) Through Methodist's membership in the Health Collaborative, Methodist plays a large role in the implementation of Project Measure Up, a school-based program that measures the rate of youth obesity and physical fitness of children in grades 3-12. In 2013, Project Measure Up has been implemented in seven of the 16 San Antonio school districts, some of the more disadvantaged areas of San Antonio. Additionally, Fit Family Challenge, a program The Health Collaborative implements for the San Antonio Sports Foundation, served 14,230 individuals in 2013. Key Finding No. 2: Healthy Child and Family Development Teen birth rates are declining across Bexar County. While negative birth outcomes have remained stable overall, African Americans disproportionately experience preterm and low-birth-weight births. Similarly, infant and child mortality have slightly decreased, although African Americans still experience worse outcomes. Methodist hosted more than 900 childbirth/parenting/family classes in 2013. Topics for the classes include Breastfeeding, Beyond Baby Blues and Getting Ready for Childbirth. Methodist offered 278 Buckle Up Baby events/classes in 2013. Parents are taught proper installation of car seats. Methodist distributed 31 car seats to parents who could not afford one. In 2013, Methodist provided 777 CPR Anytime kits to NICU baby families. These kits include a video, booklet and mannequin. In 2013, Methodist held 36 pediatric CPR classes for families. Methodist provided 47,765 lactation consultations (including phone consults) in 2013. Key Finding No. 3: Safe Communities A strong sense of community and a small town feel accompany declining crime rates, although injury and violence have created concern in Bexar County's urban core. In 2013, Methodist performed 745 SAFE (Sexual Assault Forensic Examination) cases. Methodist is involved with Child Abuse Resource Education (CARE) team, an effort involving SAPD, Emergency Medical Services (EMS), local pediatricians and many more to objectively handle and support children and families affected by child abuse. In 2013, Methodist continued its involvement with The Health Collaborative and their program, Young Minds Matter, that addresses bullying and other social and emotional problems among children. Methodist's Sexual Assault Nurse Examiners (SANE) speak to outside agencies about sexual assault. Key Finding No 4: Behavioral and Mental Well Being County leaders and residents view mental health as a critical issue in Bexar County. Economic stress on adults and academic and social pressures on youth have taxed the limited mental health system. Substance abuse was also noted as a concerning public health issue; while tobacco use is declining, alcohol and prescription drug use are viewed as on the rise. Methodist participated in the Bexar County Mental Health Consortium, a blueprint for coordinating and improving mental health services in Bexar County and reducing costs by working with a diverse group of local stakeholders. In 2013, Methodist sponsored the National Alliance on Mental Illness (NAMI) walk. Methodist participates in the Bexar County Consumer and Family Support Conference, a program of the Center for Hope in San Antonio, including in-kind printing donations for the annual consumer conference. (Center for Hope provides mental health, developmental disability and substance abuse services in Bexar County.) Methodist provides an ongoing 24/7/365 Pastoral Care presence with patients, families and health care professionals with chaplain clinicians. In 2013, Methodist provided a memorial service at each hospital, once each quarter, for those person's families who have died during the quarter. Methodist provides bereavement programs such as No One Dies Alone, Service of Leaves and Walk to Remember. Key Finding No 5: Sexual Health Limited sex education in schools and cultural acceptability have led to high teen birth rates, although rates are decreasing among all races/ethnicities in Bexar County. Methodist partners with The Health Collaborative and the HIV Summit. In 2013, 13,918 free pregnancy tests were offered through the five Methodist Family Health Centers. Methodist Healthcare's website, SAHealth.com, offers millions of pages of health resources available to the community, including information on sexual health. In 2013, Methodist offered educational seminars, including topics such as "STDs - How They Affect Us All." Additional Information: In addition to the items noted above, Methodist operates three Health Buses on the east, south and west sides of San Antonio, offering complimentary transportation to various health care facilities. In 2013, 11,599 transports occurred, which is above the mandated benchmark. Another important community service is Call-a-Nurse for Children, a telephone service offering complementary medical advice by trained emergency care pediatric nurses to parents of sick/injured children. The Call-a-Nurse for Children service is open from 5:00 PM to 8:00 AM Monday through Friday and open around the clock on weekends and holidays. Call volumes in 2013 were 84,529. The Methodist Contact Center operates a community phone-in health resource called HealthLine during normal business hours. HealthLine callers schedule attendance to wellness events, parenting classes, and receive physician referrals through the Methodist DoctorSource program. In 2013, Methodist referred physicians to 7,945 callers (up to three physicians may be referred to each caller). In one other community benefits category, Methodist provided direct support to 40 non-profit health and human service agencies serving the community. All community benefit programs are also offered complimentary to affinity membership programs founded and sponsored by Methodist. These membership groups have been in place for over 20 years, and are directed to demographic specific groups including Woman Plus with 364,346 members, 55PLUS with 228,562 members, the Young Heroes Club with 63,981 members (directed at children under the age of 12), and VIVA with 4,171 members (directed to families from Mexico wishing to access care in San Antonio). Total membership increased by 3.4% when compared to 2012. In 2013, Methodist distributed two issues of "Keeping Well", an eight-page news magazine that features news and information about Methodist Healthcare. All content is focused on promoting awards, accreditations, new services, events and expansions at our eight hospitals. "Keeping Well" is distributed by email to 38,000 members of WomanPlus and 55PLUS. Ten thousand copies are printed, of those, 5,000 are mailed to members who have requested a paper copy and the rest are distributed at health fairs, medical office buildings, and hospital lobbies. In late 2011, The Texas Health and Human Services Commission filed an application for a waiver of certain federal Medicaid requirements under section 1115 of the Social Security Act. As a result of the granting of this application the Texas Health Care Transformation and Quality Improvem |
| Schedule H, Part VI, Question 3 | MHS has taken steps over the past several years to heighten community awareness regarding MHS's charitable mission. There is a link on MHS website for information on financial assistance. Signs that prominently present information about the charity mission and guidelines are present at all points of admission. MHS also publishes a notice of its charity policy annually in the San Antonio Express-News. A patient brochure, entitled "A Guide to Your Hospital Bill", explains the hospital billing process and informs patients of the charity policy in the event they need financial assistance. Admissions personnel receive training and an annual refresher course on the policy, and understand the crucial role they play in informing patients about the policy. Financial Counselors and Hospital Case Management staff educate patients and are available to assist them with the charity care application process. In addition to providing information during the admitting process, MHS continues to provide information about the availability of charity care assistance during the collection process for those patients who have been billed, but have not paid. MHS adopted an Uninsured Discount Policy effective March 1, 2005. The policy was established to make hospital bills more affordable to the uninsured population. Uninsured patients who qualify for charity will receive either the charity discount or the uninsured discount, whichever is greater. Uninsured discounts granted for the year ended December 31, 2013 were $304.2 million, and are recorded as a deduction of net patient revenue. MHS also partners with Resource Corporation of America (RCA) to screen and to assist self pay patients to determine their eligibility for Federal, State, and County programs. RCA acts as a liaison for the patient to help them through the application process. Patients are referred to RCA in several ways - through review of hospital census reports, review of insurance verification, from physician offices and from hospital case management staff. |
| Schedule H, Part VI Question 4 | San Antonio serves not only residents of Bexar and surrounding counties in Texas, but serves as the referral center for all of South Texas--especially for pediatric services, as the outlying areas typically do not offer those services in their communities. |
| Schedule H, Part VI, Question 5 | MHS promotes the health of the community through various services it offers to San Antonio and surrounding communities. In 2013, MHS received 27.4% of all inpatient admissions from counties outside of Bexar County, with many of these admissions coming via transfers from rural hospital emergency departments. Since late in 2009 Methodist consolidated all bed placement services, including rural bed transfer assistance, into a system-wide Patient Placement Center. Rural transfers through the Center continue to increase. The acceptance rate in 2013 was 98% compared to 98.7% in 2012. Self-pay patients accounted for 5.2% of all transfers as compared to 5% in 2012. Pediatric and high-risk maternal transfers are also now handled through these consolidated placement services. The acceptance rate for these transfers was 96.9%, with self-pay patients accounting for 2.9% of all pediatric transfers as compared to 3% in 2012. Whether by ground or air, Patient Placement Services is also responsible for assisting in the mode of transportation for transferring patients from rural markets. In mid-2013, Methodist AirCare, in partnership with REACH Air Medical Services, established its second rural helicopter based at Guadalupe Regional Medical Center in Seguin, Texas. Currently, discussions are occurring with two additional rural providers for helicopter base placements. Specialized services available at MHS facilities include the following: Neonatology services, Pediatric Subspecialty services, Bone Marrow Transplant, Kidney Transplants, Heart Transplants, Liver Transplants, Pancreas Transplants, Hyperbaric Oxygen Treatment, Stroke Care, Medical Air Transport, Gamma Knife Radiosurgery, and Bariatric Surgery. See responses for question 2 above regarding expansion of services in 2013. The majority of charity care provided by the hospitals is from patients receiving emergency services. Emergency Department (ED) visits to Methodist facilities totaled 297,047 a decrease of 4% over 2012. Sixteen percent of total ED visits resulted in inpatient admissions with a 3% decrease in ED admissions over 2012. In addition, 23.1% of all visits to Methodist emergency departments in 2013 were made by charity or self-pay patients. EMS volumes were up for Methodist by 1.1% when compared to 2012. Methodist continues to focus on improving access to care for the community by improving emergency department access. When comparing 2013 to 2012, Methodist saw a 1.4% decline in the Patient-Arrival-to-Bed (ATB) metric and an 11.6% improvement in Arrival-to-Greet (ATG) metric. The Average Length of Stay for all patients increased from 187.95 minutes to 199.92 minutes. Improvement in ATG led to a 0.7% drop in the Left-Prior-to-Medical-Screening metric. Texas Transplant Institute (TTI), at Methodist Specialty & Transplant Hospital, a Campus of Methodist Hospital, continues to provide increased access for patients requiring kidney transplants. TTI is the home of the busiest paired exchange kidney transplant program in the nation, and the nation's No. 1 living donor kidney transplant program. MHS also operates three Health Buses on the east, south and west side of San Antonio offering complimentary transportation to various health care facilities. There were 11,599 transports in 2013. Metropolitan Methodist Hospital in conjunction with Methodist Hospital Women's Services, operates five Family Health Centers that provide complimentary pregnancy testing, physician referrals (3,607 in 2013), counseling, health education and screening programs. Visit volumes to these centers decreased slightly when compared to 2012 (17,813 vs. 18,647) as other health care providers have increased their service offerings. MHS also operates Call-a-Nurse for Children, a telephone service offering free medical advice by trained emergency care pediatric nurses to parents of sick/injured children. The service operates from 5:00 p.m. to 8:00 a.m. Monday through Friday and around the clock on weekends and holidays (when physicians offices are closed). Call volumes in 2013 were 84,529. The Methodist Contact Center operates a community phone-in health resource called HealthLine during normal business hours. HealthLine callers schedule attendance to health and wellness events, parenting classes, seek health information from several automated health resource libraries, and receive physician referrals through the Methodist DoctorSource program. In 2013, Methodist referred 7,945 physicians to DoctorSource callers (up to three physicians may be referred to each caller). Methodist plays a leading role in the support of The Health Collaborative, including the utilization of their Community Health Assessment to assist in the determination of where MHS should concentrate community activities. Methodist has an open admissions policy which allows medical staff to admit patients directly to any MHS facility regardless of the patient's ability to pay. MHS funds and provides training and continuing education to physicians, nurses, EMS professionals and other allied health professionals. MHS participates in all quality measures (CMS, JCAHO, etc). MHS uses the CMS Core Measures as the primary quality indicators for clinical care. |
| Schedule H, Part VI, Question 6 | See answer to Part I line 6a. |
| Schedule H, Part VI, Question 7 | MHS files an annual Statement of Community Benefits with the State of Texas. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (75 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Alamo Children's Advocacy Center (DBA ChildSafe) | ||||||||
| 7130 US Hwy 90 | San Antonio | TX | 78227 | 742633697 | 501(c)(3) | $60,000 | FUND MENTAL HEALTH & COUNSELING SERVICES | |
| Amistad Community Health Center | ||||||||
| 1533 Brownlee Blvd | Corpus Christi | TX | 78404 | 203008507 | 501(c)(3) | $345,540 | Healthcare Services | |
| Any Baby Can of the Texas Hill Country | ||||||||
| 624 Earl Garrett | Kerrville | TX | 78028 | 010809682 | 501(c)(3) | $29,250 | Operational Support | STE 320 |
| Arthur Nagel Community Clinic | ||||||||
| 1116 12th St 3 | Bandera | TX | 78003 | 770697361 | 501(c)(3) | $72,688 | primary care svcs & women's healthcare | |
| Atascosa Health Center | ||||||||
| 310 Wl Oaklawn Rd | Pleasanton | TX | 78064 | 742089103 | 501(c)(3) | $132,739 | MEDICAL&DENTAL HEALTH SERVICES | |
| Autism Service Center of San Antonio | ||||||||
| 701 S Zarzamora St | San Antonio | TX | 78207 | 262592058 | 501(c)(3) | $50,000 | ACCESS TO EARLY INTERVENTION | Cottages 1-9 |
| Barrio Comprehensive Family Health Care Ctr | ||||||||
| 3066 E Commerce St | San Antonio | TX | 78220 | 741724391 | 501(c)(3) | $1,869,686 | FUND MEDICAL & DENTAL SERVICES | |
| Bexar County Health Collaborative | ||||||||
| 816 Camaron St209 | San Antonio | TX | 78212 | 742953076 | 501(c)(3) | $60,000 | Catalogs existing svcs for obesity&diabeties | |
| Brighton School | ||||||||
| 14207 Higgins Rd | San Antonio | TX | 78217 | 742331826 | 501(c)(3) | $63,688 | Operational Support PALS program | |
| Children's Bereavement Center of South TX | ||||||||
| 205 W Olmos Drive | San Antonio | TX | 78212 | 742828178 | 501(c)(3) | $133,875 | Healing programs for grieving youth | |
| Christus Spohn Health System Corporation | ||||||||
| 725 Elizabeth St5 | Corpus Christi | TX | 78404 | 741109836 | 501(c)(3) | $37,641 | FUND CLINICAL PASTORAL EDU RESIDENCY | |
| Communities in Schools of San Antonio Inc | ||||||||
| 1616 E Commerce St | San Antonio | TX | 78205 | 742393714 | 501(c)(3) | $91,157 | MENTAL HEALTH SVCE FOR AT-RISK YOUTH | Bldg 1 |
| Community Health Ctr of South Central Texas | ||||||||
| 228 St George Street | Gonzalez | TX | 78629 | 741548089 | 501(c)(3) | $42,000 | dental salary supplement | |
| Community Health Development | ||||||||
| 201 S Evans | Uvalde | TX | 78801 | 742269739 | 501(c)(3) | $248,303 | FUND ORAL HEALTH SERVICES | |
| Community Hope Projects Inc | ||||||||
| 2332 W Jordan Road | McAllen | TX | 78503 | 742742024 | 501(c)(3) | $255,107 | FAMILY COUNSELING SERVICES | |
| Corpus Christi Metro Ministries | ||||||||
| 1919 Leopard St | Corpus Christi | TX | 78408 | 742247261 | 501(c)(3) | $56,600 | MEDICAL SERVICES AT GABBARD HEALTH CLINIC | |
| Daughters of Charity Serivces | ||||||||
| 7607 Somerset Rd | San Antonio | TX | 78211 | 746106876 | 501(c)(3) | $586,951 | FUND MEDICAL, DENTAL & MENTAL HEALTH SERVICES | |
| Ecumenical Center for Religion and Health | ||||||||
| 8310 Ewing Halsell Dr | San Antonio | TX | 78229 | 741587388 | 501(c)(3) | $538,361 | FUND MEDICAL ETHICS PROGRAM | |
| El Centro del Barrio (DBA CentroMed) | ||||||||
| 3750 Commercial Ave | San Antonio | TX | 78221 | 741787031 | 501(c)(3) | $2,407,864 | FUND CAPITAL, MEDICAL, DENTAL, RESPITE, | |
| Family Outreach Corpus Christi Inc | ||||||||
| 1444 Baldwin Blvd | Corpus Christi | TX | 78404 | 742049746 | 501(c)(3) | $80,526 | CRISIS COUNSELING & SUPPORT SERVICES | |
| Family Service Association of San Antonio Inc | ||||||||
| 702 San Pedro | San Antonio | TX | 78212 | 741117341 | 501(c)(3) | $407,598 | PREVENTION OF CHILD ABUSE & NEGLECT | |
| Family Violence Prevention Services Inc | ||||||||
| 7911 Broadway | San Antonio | TX | 78209 | 741994151 | 501(c)(3) | $70,110 | FUND COMMUNITY BASED COUNSELING PROGRAM | |
| Gateway Community Health Center Inc | ||||||||
| 1515 Pappas St | Laredo | TX | 78041 | 742553409 | 501(c)(3) | $840,929 | FUND DIABETES EDUC & BEHAVIORIAL HEALTH | |
| Good Samaratin Community Services | ||||||||
| 1600 Saltillo | San Antonio | TX | 78207 | 741117340 | 501(c)(3) | $62,417 | YOUTH DEVELOPMENT SERVICES | |
| Healthcare Access San Antonio | ||||||||
| 3066 E Commerce St | San Antonio | TX | 78220 | 203752122 | 501(c)(3) | $219,974 | OPERATIONAL SUPPORT | |
| Healy-Murphy Center | ||||||||
| 618 Live Oak | San Antonio | TX | 78202 | 741667875 | 501(c)(3) | $60,886 | FUND BEHAVIORAL HEALTH SERVICES | |
| Hill Country Mission Health | ||||||||
| 122 Commerce Ave | Boerne | TX | 78006 | 481262832 | 501(c)(3) | $47,423 | FUND MEDICAL SERVICES | |
| Hispanic Religious Prtn for Comm Hlth | ||||||||
| 1701 W Woodlawn | San Antonio | TX | 78201 | 742886380 | 501(c)(3) | $213,491 | FUND HEALTH AND HUMAN SERVICES FOR NEEDY AND DIPER BANK | |
| Horses Helping the Handicapped Inc | ||||||||
| 791 Backhaus Rd | Pipe Creek | TX | 78063 | 742746369 | 501(c)(3) | $201,000 | EQUINE-ASSISTED CHILDREN'S MENTAL HEALTH PROGRAM | |
| I Care San Antonio | ||||||||
| 1 Haven for Hope Way | San Antonio | TX | 78207 | 742690192 | 501(c)(3) | $159,475 | fund vision care AND CAPITAL EQUIPMENT | Building One Suite 200 |
| Infant & Family Nutrition Agency | ||||||||
| 1225 Boca Chica Blvd | Brownsville | TX | 78520 | 743005860 | 501(c)(3) | $20,000 | operational support | Suite 1200 |
| Jewish Family Service of San Antonio Inc | ||||||||
| 12500 NW Military Hwy | San Antonio | TX | 78231 | 741759254 | 501(c)(3) | $210,509 | FUND YOUTH COUNSELING & OUT PATIENT PSYCHIATRIC SERVICES | Suite 250 |
| La Esperanza Health and Dental Centers | ||||||||
| 2029 Beauregard | San Angelo | TX | 76901 | 742699762 | 501(c)(3) | $108,937 | CAPITAL-NORTH CLINIC EXPANSION | |
| Lower Rio Grande Valley Comm Health Mgmt | ||||||||
| 901 E Vermont Ave | McAllen | TX | 78503 | 742784427 | 501(c)(3) | $369,000 | FUND WELLNESS CENTER & MEDICAL SERVICES | |
| Matagorda Episcopal Health Outreach Program | ||||||||
| 101 Ave F North | Bay City | TX | 77414 | 200537948 | 501(c)(3) | $241,750 | FUND MEDICAL & DENTAL SERVICES | |
| Mercy Ministries of Laredo | ||||||||
| 2500 Zacatecas St | Laredo | TX | 78046 | 200198462 | 501(c)(3) | $340,780 | DENTAL SERVICES & WOMEN'S HEALTH SERVICES | |
| Mission 911 | ||||||||
| 911 Park Ave | Corpus Christi | TX | 78401 | 742996340 | 501(c)(3) | $40,800 | operational support | |
| Mission of Mercy Inc | ||||||||
| 719 S Shoreline Bl | Corpus Christi | TX | 78401 | 860704883 | 501(c)(3) | $59,841 | MOBILE MEDICAL SERVICES | Suite 103 |
| Morningside Ministries Foundation Inc | ||||||||
| 700 Babcock Rd | San Antonio | TX | 78201 | 742927605 | 501(c)(3) | $104,704 | FUND BRISCOE CAREGIVER RESOURCE CENTER | |
| New Braunfels Christian Ministries | ||||||||
| 1195 W San Antonio St | New Braunfels | TX | 78130 | 262221231 | 501(c)(3) | $63,000 | MEDICAL & DENTAL CARE TO UNINSURED | |
| Our Lady Of The Lake Univer Of San Antonio | ||||||||
| 411 SW 24th St | San Antonio | TX | 78207 | 741109631 | 501(c)(3) | $12,376 | MENTAL HEALTH CARE FOR HOMELESS | |
| Pastoral Care and Cunsl Ctr-San Angelo TX | ||||||||
| 242 N Magdalen | San Angelo | TX | 76903 | 751561599 | 501(c)(3) | $200,000 | FUND COUNSELING SERVICES | |
| Planned Living Asst Network of Central TX | ||||||||
| P O Box 4755 | Austin | TX | 78765 | 742861614 | 501(c)(3) | $26,557 | FUND BEHAVIORAL HEALTH SERVICES | |
| Planned Parenthood of San Antonio | ||||||||
| 104 Babcock Rd | San Antonio | TX | 78201 | 741297211 | 501(c)(3) | $452,750 | DIAGNOSTIC WOMEN'S HEALTH CARE SERVICES | |
| Raphael Community Free Clinic Inc | ||||||||
| 1807 Water St | Kerrville | TX | 78028 | 742819628 | 501(c)(3) | $125,400 | FUND MEDICAL SERVICES | |
| Roy Maas Youth Alternatives Inc | ||||||||
| 3103 West Ave | San Antonio | TX | 78213 | 741914638 | 501(c)(3) | $65,220 | BRIDGE EMERGENCY SHELTER PSYCHIATRIC SERVICES | |
| San Antonio Christian Dental Clinic | ||||||||
| 1 Haven for Hope Way | San Antonio | TX | 78207 | 742428161 | 501(c)(3) | $299,250 | DENTAL CARE OF INDIGENT | Building One Suite 400 |
| San Antonio Clubhouse Inc | ||||||||
| 1530 North Alamo | San Antonio | TX | 78215 | 820559940 | 501(c)(3) | $183,750 | FUND MENTAL HEALTH SERVICES AND CAPITAL | |
| San Antonio Food Bank | ||||||||
| 5200 Old Highway 90 W | San Antonio | TX | 78227 | 742122979 | 501(c)(3) | $202,500 | SOCIAL SERVICES OUTREACH: CHIP & MEDICAID | |
| San Antonio Metropolitan Ministry | ||||||||
| 5254 Blanco Rd | San Antonio | TX | 78216 | 742285793 | 501(c)(3) | $127,627 | FUND CULTURE OF POVERTY TRAINING | |
| SLEW Inc | ||||||||
| 12521 Nacogdoches Rd | San Antonio | TX | 78217 | 421580967 | 501(c)(3) | $52,534 | MENTAL HEALTH SERVICES FOR UNDERSERVED WOMEN WITH CANCER | Suite 101 |
| South Texas Rural Health Service | ||||||||
| 304 Nueces St | Cotulla | TX | 78014 | 741905196 | 501(c)(3) | $569,149 | DENTAL SALARY SUPPLEMENT, MENTAL HEALTH & SUBSTANCE ABUSE PROGRAM | |
| SW TX Conference of the United Methodist Church | ||||||||
| 16400 Huebner Rd | San Antonio | TX | 78248 | 370771661 | 501(c)(3) | $348,389 | PASTORAL HEALTH & WHOLENESS, EDUCATION & CHAPLAINCY PROGRAMS | |
| St Peter-St Joseph Children's Home | ||||||||
| 919 Mission Rd | San Antonio | TX | 78210 | 741143129 | 501(c)(3) | $215,117 | FUND CHILD & COMMUNITY TRAUMA COUNSELING | |
| State of Texas Kidney Foundation | ||||||||
| 22123 Impala Peak | San Antonio | TX | 78259 | 274237653 | 501(c)(3) | $37,500 | OPERATIONAL SUPPORT | |
| Su Clinica Familiar | ||||||||
| 1706 Treasure Hills Blvd | Harlingen | TX | 78550 | 742357970 | 501(c)(3) | $44,445 | DIABETIC RETINOPATHY SCREENING PROGRAM | |
| Tejas Health Care | ||||||||
| 753 East Travis St | La Grange | TX | 78945 | 753260266 | 501(c)(3) | $239,249 | DIABETES OUTREACH & DENTAL SERVICES | |
| The Arc of San Antonio Inc | ||||||||
| 13430 West Ave | San Antonio | TX | 78216 | 741200110 | 501(c)(3) | $132,551 | NURSING SERVICES | |
| ThriveWell Cancer Foundation | ||||||||
| 4383 Medical Dr | San Antonio | TX | 78229 | 260371270 | 501(c)(3) | $41,704 | fund diva program | Suite 4078 |
| Timons Ministries | ||||||||
| 10501 S Padre Island Dr | Corpus Christi | TX | 78418 | 311638327 | 501(c)(3) | $27,796 | operational support | |
| United Medical Centers | ||||||||
| 2525 N Veterans Blvd | Eagle Pass | TX | 78852 | 741993570 | 501(c)(3) | $217,500 | DIABETES & HYPERTENSION MANAGEMENT PROGRAM | |
| University Health System | ||||||||
| 4502 Medical Dr | San Antonio | TX | 78229 | 746002164 | 501(c)(3) | $1,107,898 | NORTHWEST CLINIC OPERATIONAL SUPPORT | |
| Univer of TX Hlth Science Ctr San Antonio | ||||||||
| 7703 Floyd Curl Dr | San Antonio | TX | 78229 | 741586031 | 501(c)(3) | $1,907,216 | FUND DENTAL & MEDICAL STUDENT TRAINING | |
| Women Involved in Nurturing Giving Sharing | ||||||||
| 7900 US Hwy 90 W | San Antonio | TX | 78227 | 742920912 | 501(c)(3) | $267,423 | PATIENT CARE, BREAST CANCER | Suite 2-240 |
| Brownsville Community Health Center | ||||||||
| 2137 E 22nd St | Brownsville | TX | 78520 | 742176836 | 501(c)(3) | $42,000 | FUND DENTAL SALARY SUPPLEMENT | |
| Nuestra Clinica del Valle | ||||||||
| 801 W 1st St | San Juan | TX | 78577 | 741721807 | 501(c)(3) | $42,000 | DENTAL SALARY SUPPLEMENT | |
| Vida Y Salud Health Systems Inc | ||||||||
| 308 Cesar Chavez Ave | Crystal City | TX | 78839 | 741715419 | 501(c)(3) | $42,000 | Dental salary supplement | |
| American Heart Association | ||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 135613797 | 501(c)(3) | $54,250 | donation | |
| Medical Center Alliance | ||||||||
| 4507 Medical Dr | San Antonio | TX | 78229 | 742892751 | 501(c)(3) | $100,000 | FUND SAN ANTONIO MED CTR IMPROVEMENT | |
| Laurel Heights United Methodist Church | ||||||||
| 227 W Woodlawn Ave | San Antonio | TX | 78212 | 741272395 | 501(c)(3) | $10,000 | donation | |
| CLARITY CHILD GUIDANCE CENTER | ||||||||
| 8535 TOM SLICK DR | SAN ANTONIO | TX | 78229 | 741153067 | 501(C)(3) | $300,000 | FUND CAPITAL | |
| RIOONE HEALTH NETWORK | ||||||||
| 101 PASEO DEL PRADO | EDINBURG | TX | 78539 | 273972687 | 501(C)(4) | $320,000 | SUPPORT CONNECTIVITY & OPERATING COSTS | BUILDING 101 |
| BIOMED OF SA | ||||||||
| 602 EAST COMMERCE STREET | SAN ANTONIO | TX | 78205 | 203152735 | 501(C)(3) | $7,200 | DONATION | |
| RESPITE CARE OF SA | ||||||||
| PO BOX 12633 | SAN ANTONIO | TX | 78212 | 742467770 | 501(C)(3) | $10,210 | DONATION | |
| FIRST UMC OF SMITHVILLE | ||||||||
| PO BOX 38 | SMITHVILLE | TX | 78957 | 746047475 | 501(C)(3) | $10,000 | DONATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 74 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Electricity Assistance | 286 | $63,384 |
| Water Assistance | 58 | $8,808 |
| Rent/Mortgage Assistance | 84 | $25,919 |
| Healthcare Program Assistance | 43 | $16,314 |
| Other Assistance | 1 | $210 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Description of Organization's Procedures for Monitoring the Use of Grants | FormAndLineReferenceDesc |
| Explanation | THE GRANTEE IS GIVEN A BLANK INVOICE FORM IN THE BEGINNING OF THE FISCAL YEAR TO USE IN REQUESTING FUNDS. WHEN A REQUEST IS SUBMITTED FOR PAYMENT (YEARLY, QUARTERLY, OR MONTHLY) THE ACCOUNTANT REVIEWS AND VERIFIES EXPENSES BASED ON ACTUAL INVOICES OR THE ORGANIZATION'S GENERAL LEDGER. THE ORGANIZATION'S EXPENSE INFORMATION IS VERIFIED TO THE APPROVED BUDGET SUBMITTED WITH THE GRANTEE APPLICATION. THE EXPENSE INFORMATION IS THEN ENTERED INTO THE GRANT TRACKING SOFTWARE (GIFTS) AND THE GRANT SCHEDULE. AFTER THE EXPENSES HAVE BEEN VERIFIED AND DOCUMENTED, IT IS SUBMITTED TO THE DIRECTOR OF ACCOUNTING FOR APPROVAL AND SIGNATURE. THE GRANTS ASSOCIATE ALSO REVIEWS EACH GRANT REQUEST FOR COMPLIANCE WITH BUDGETED GOALS AND OUTCOMES. IT IS THEN FORWARDED TO THE ACCOUNTS PAYABLE DEPARTMENT FOR PAYMENT. A CHECK IS PROCESSED AND MAILED TO THE GRANTEE. THE BACKUP OF THE CHECK REQUEST IS RETURNED TO THE ACCOUNTANT TO FILE IN THE GRANT FOLDER. IN ADDITION TO THESE PROCEDURES, THE ACCOUNTANTS DO SITE VISITS TO REVIEW PATIENT FILES OR INVOICES TO ENSURE THAT FUNDS ARE BEING USED APPROPRIATELY. Each grantee is audited every other year (some are visited annually) to ensure compliance with grant contracts. Samples of patient files or invoices are selected by MHM Accountants and reviewed on site. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|
| Kevin Moriarty | |||||||
| Chief Executive Officer | $389,633 | $25,000 | $11,167 | $27,621 | $12,011 | $465,432 | $0 |
| Peggy Cary | |||||||
| Chief Financial Officer | $194,317 | $0 | $0 | $18,036 | $21,722 | $234,075 | $0 |
| Joseph Babb | |||||||
| Senior VP of Partnership | $178,104 | $0 | $3,121 | $16,190 | $9,480 | $206,895 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST BANK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE SUPPLEMENTAL SCHEDULE | RelationshipDescriptionTxt |
| Transaction | $0 | TransactionAmt |
| Transaction | FROST BANK LINE OF CREDIT | TransactionDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | Lavonne Garrison is a Board Member of Methodist Healthcare Ministries and is a Senior Vice President of Corporate Banking for Frost Bank. During 2013, Methodist Healthcare Ministries did not draw on the line of credit. She excused herself from the meetings anytime there was discussion on the line of credit. Frost Bank also provided banking services to Methodist Healthcare Ministries during 2013. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES OWNED AND OPERATED BY MHM FOR CLIENTS THAT ARE LEAST SERVED INCLUDE: - PARENTING PROGRAMS DESIGNED TO INFORM PARENTS OF THE IMPORTANCE OF EARLY EDUCATION IN THE DEVELOPMENT OF THEIR CHILDREN. PROGRAMS ARE OFFERED TO YOUNG MOMS, YOUNG DADS, GROWING FAMILIES AND PARENTS OF CHILDREN WITH SPECIAL NEEDS. - COUNSELING, CASE MANAGEMENT AND SUPPORT SERVICES ARE PROVIDED BY LICENSED PROFESSIONALS. A RURAL COMPONENT IS OFFERED THROUGH A CHURCH-BASED COUNSELING PROGRAM. - HEALTH AND WELLNESS EDUCATION PROGRAMS ARE OFFERED UNDER THE DIRECTION OF REGISTERED NURSES AT BOTH CLINIC SITES. - IN ADDITION TO THE CLINIC SERVICES IDENTIFIED UNDER PROGRAM SERVICE ACTIVITY #2, COMMUNITY PROGRAMS ARE PROVIDED AT THE WESLEY HEALTH & WELLNESS CENTER. FAMILY WELLNESS PROGRAMS ARE AVAILABLE FOR CHILDREN AND YOUTH TO PROMOTE HEALTH AND WELLNESS AND LEARNING SKILLS. ADULT HEALTH AND WELLNESS PROGRAMS CREATE OPPORTUNITIES FOR SOCIAL INTERACTION, BUILDING FAMILY UNITY AND EDUCATION THROUGH EXERCISE CLASSES, PARENT AND FAMILY TRAININGS, SUPPORT GROUPS AND FREE LEGAL ASSISTANCE AS A COMMUNITY JUSTICE PROGRAM SITE. |
| Form 990, Part VI, Question 2 | Two board members, Richard T. Gilby and James A. Garcia, participate in a 50/50 partnership related to construction and real estate. |
| Form 990, Part VI, Question 11b | The Audit Committee reviews a draft of the form 990 tax return and makes recommendation to the full Board. After this review, the tax return is forwarded to the full Board for review and acceptance prior to filing. |
| Form 990, Part VI, Question 12c | Article 7 of the Board's Bylaws require a conflicts of interest policy. The Board adopted a policy on December 10, 1997, Article VI of which requires annual statements. The policy is enforced and the results are reported annually to the Audit Committee and to the full Board of Directors. |
| Form 990, Part VI, Question 15a | President & CEO - Intelligent Compensation, LLC was retained to conduct a total compensation study. The study was received by the executive committee who determined the amount of compensation for the President & CEO. The results and approved compensation were presented to the President & CEO by the Board Chair and the Senior Vice Chair on behalf of the executive committee. |
| Form 990, Part VI, Question 15b | CFO - Intelligent Compensation, LLC was retained to conduct a total compensation study. The study was received by the President & CEO who determined the amount of compensation for the CFO. The COO was hired during 2013. The results of the CFO compensation study was used by the President & CEO as a guide in determining the COO salary. |
| Form 990, Part VI, Question 19 | Documents are currently provided upon request. The financial statements and tax returns are also available through Methodist Healthcare Ministries website MHM.org>Community>Annual Reports. |
| Form 990, Part XI, Line 9 | WPCC Revenue - $ 159,574 WPCC Expenses - (2,841,305) Tax Partnership on Form 1065 - (139,298,502) Partnership Earnings on Books - 114,815,335 Other - 17,241 Total - $ (27,147,657) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Wesley Primary Care Clinic | ||||||||||
| 4507 Medical Drive | San Antonio | TX | 78229 | 742784284 | Medical Svcs | TX | 501(C)(3) | 11-Type I | MHM | Yes (true) |
| Southwest Texas Conference of the UMC | ||||||||||
| 16400 Huebner Road | San Antonio | TX | 78248 | 741326672 | Church | TX | 501(c)(3) | 1 | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Methodist Healthcare System of San Anton | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8109 Fredericksburg Rd | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742730328 | EIN |
| Primary Activities | Hospital Syst | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $143,175,363 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $483,067,300 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Wesley Primary Care Clinic | ||
| R | $2,664,489 | fmv |
| Southwest Texas Conference of the UMC | ||
| B | $348,389 | fmv |
| Methodist Healthcare System of San Antonio | ||
| S | $96,500,000 | fmv |
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