2014-08-14T11:58:47-05:00 2013-09-30 750800661 METHODIST HOSPITALS OF DALLAS PO BOX 655999 DALLAS TX 752655999 990 2012-10-01 752896138 MEDHEALTH MEDH 2149474581 PO BOX 655999 C/OTAX DEPT DALLAS TX 75203 BARBARA ODOM 2149476408 2014-08-14 P00544474 2149474581 2014-08-14 2012 2015-11-30 17:44:51Z BARBARA ODOM 1441 N BECKLEY AVE DALLAS TX 75203 42008455 0 X N/A X 2000 TX TO PROVIDE PHYSICIAN SERVICES TO SUPPORT THE CHARITABLE FUNCTIONS AND TAX EXEMPT PURPOSE OF METHODIST HEALTH SYSTEM. 5 0 322 0 0 0 0 0 29503177 42008455 0 0 85611 0 29588788 42008455 0 0 0 0 17477176 33090061 0 0 0 17474803 15386479 34951979 48476540 -5363191 -6468085 7734100 10484207 28365978 37584170 -20631878 -27099963 TO PROVIDE PHYSICIAN SERVICES TO SUPPORT THE CHARITABLE FUNCTIONS AND TAX EXEMPT PURPOSE OF METHODIST HEALTH SYSTEM. 0 0 33962682 42008455 THROUGH ITS FAMILY HEALTH CLINICS PROVIDED PRIMARY CARE TO METHODIST HEALTH SYSTEM PATIENTS IN PORTIONS OF DFW METROPLEX WHERE PRIMARY CARE IS NOT READILY AVAILABLE. PROVIDED NEURO, ORTHOPEDIC, AND GENERAL SURGEONS TO UNDER-INSURED. PROVIDED METHODIST HOSPITIALS OF DALLAS (DBA METHODIST HEALTH SYSTEM) WITH PHYSICIAN COVERAGE TO PROVIDE LEVEL II AND LEVEL III TRAUMA CARE FOR THE DFW METROPLEX SERVICE AREA. 33962682 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 43 0 1 322 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X BARBARA ODOM 2149476408 1441 N BECKLEY AVE DALLAS TX 75203 MARSHALL MICHAEL 40.00 X 397025 0 19642 CHARLES DARIN 40.00 X 301801 0 13831 GERDES MELISSA 20.00 20.00 X 96827 169039 22410 BEADLE ERIC 40.00 X 209596 0 12429 JONES BRIAN 40.00 X 341306 0 12999 JAMISON JOHN 2.00 X 0 0 0 LOSTAK CHARLES 2.00 X 0 0 0 AFRIDI IMRAN 2.00 X 0 0 0 RODGERS SUSAN 2.00 X 0 0 0 FARROW PAUL 20.00 20.00 X 0 274598 27189 TEDDER STEPHEN 5.00 40.00 X 0 230210 9232 ODOM BARBARA 10.00 40.00 X 0 143500 15978 MCKNOWNDUANE 20.00 20.00 X 0 155542 11153 PATEL NIMESH 40.00 X 1363192 0 5576 BIBAWI SAMER 40.00 X 1098747 0 20003 THURMOND III JOHN 40.00 X 795055 0 12573 MEYRAT RICHARD 40.00 X 907172 0 8594 MOODY JAMES 40.00 X 695497 0 14355 6206218 972889 205964 47 0 1 0 HTA MEDICAL PORTFOLIO LLC PO BOX 843290 LOS ANGELES CA 90084 RENT 257632 CRAIG RANCH CENTER FOR ORTHOPEDICS 6850 TPC DRIVE SUITE 212 MCKINNEY TX 75071 RENT 216040 BISHOP COLORADO RETAIL PLAZA LO 3906 LEMMON AVE DALLAS TX 75219 RENT 172737 KIMCOWEBER LAKE LP PO BOX 82565 GOLETA CA 93118 RENT 148814 DAVID LEE WALTERS MEDICAL 7979 W VIRGINIA DRIVE DALLAS TX 75237 NON EMPLOYMENT 122495 5 PATIENT CARE REVENUE 621110 42008455 42008455 42008455 42008455 42008455 0 0 X 1405456 1405456 27083548 20218484 6865064 662082 507816 154266 2455163 1883110 572053 1483812 1138083 345729 208213 208213 4977133 318450 4658683 590997 590997 866848 87710 779138 3791132 3791132 51172 51172 878773 878773 1009078 1009078 SUPPLIES 2543489 2203774 339715 RETENTION/RECRUITING/TR 258603 258603 REPAIRS & MAINTENANCE 175126 175126 PROPERTY TAX 35915 35915 48476540 33962682 14513858 0 -217661 -405152 2142209 2753207 198875 267062 10895045 5389942 3965657 5505103 1645020 2363987 7734100 10484207 2472017 3008325 863631 839903 23378189 31366551 1652141 2369391 28365978 37584170 X 0 0 825687 825687 -21457565 -27925650 -20631878 -27099963 7734100 10484207 -6468085 0 X X 0 1 X 1 0 X X 0 0 0 METHODIST HOSPITALS OF DALLAS 750800661 501(C)(3) 1 1 1 0 1 0 73267 73267 1026717 551588 475129 2579070 1506323 1072747 7215991 3332031 3883960 5505103 RETIREMENT TRUST 2363987 F 2363987 ACCRUED RETIREMENT LIABILITIES 2369391 2369391 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: METHODIST HEALTH SYSTEM (MHS) HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. ACCORDINGLY NO ADDITIONAL DISCLOSURES HAVE BEEN MADE IN THE FINANCIAL STATEMENTS. MHS DOES NOT HAVE ANY OUTSTANDING INTEREST OR PENALTIES, AND NONE HAVE BEEN RECORDED IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS FOR THE YEARS ENDED SEPTEMBER 30, 2013 AND 2012. 1 X 0 1 0 0 1 0 1 1 0 MARSHALL MICHAEL 362567 0 5136 0 29322 0 0 0 19642 0 416667 0 0 0 CHARLES DARIN 251394 0 136 0 50271 0 0 0 13831 0 315632 0 0 0 GERDES MELISSA 96827 155001 0 12806 0 1232 0 8726 0 13684 96827 191449 0 0 BEADLE ERIC 209216 0 136 0 244 0 0 0 12429 0 222025 0 0 0 JONES BRIAN 337016 0 136 0 4154 0 0 0 12999 0 354305 0 0 0 FARROW PAUL 0 232524 0 38491 0 3583 0 16859 0 10330 0 301787 0 0 TEDDER STEPHEN 0 205287 0 16961 0 7962 0 7185 0 2047 0 239442 0 0 ODOM BARBARA 0 141211 0 436 0 1853 0 10238 0 5740 0 159478 0 0 MCKNOWNDUANE 0 142257 0 11553 0 1732 0 8535 0 2618 0 166695 0 0 PATEL NIMESH 902903 0 459479 0 810 0 0 0 5576 0 1368768 0 0 0 BIBAWI SAMER 885693 0 171772 0 41282 0 0 0 20003 0 1118750 0 0 0 THURMOND III JOHN 794111 0 136 0 808 0 0 0 12573 0 807628 0 0 0 MEYRAT RICHARD 661020 0 245342 0 810 0 0 0 8594 0 915766 0 0 0 MOODY JAMES 553846 0 37288 0 104363 0 0 0 14355 0 709852 0 0 0 PART I, LINE 4B OTHER THEN THE EMPLOYERS 401(A), 403(B) AND 457(B) PLANS THERE ARE NO EMPLOYER CONTRIBUTIONS TO A RETIREMENT PLAN. PART I, LINE 5 OFFICERS WHO ARE PAID BY THE RELATED PARENT ORGANIZATION MAY HAVE BONUS CALCULATIONS WHICH INCLUDE A SECTION ON OPERATING EFFICIENCY WHICH INCLUDES A SUB-SECTION RELATED TO OPERATING REVENUE GROWTH AND NET OPERATING INCOME MARGIN. THESE PAYMENTS ARE MADE AT THE METHODIST HOSPITALS OF DALLAS LEVEL AND NONE ARE PAID BY MEDHEALTH. PART I, LINE 6 OFFICERS WHO ARE PAID BY THE RELATED PARENT ORGANIZATION MAY HAVE BONUS CALCULATIONS WHICH INCLUDE A SECTION ON OPERATING EFFICIENCY WHICH INCLUDES A SUB-SECTION RELATED TO OPERATING REVENUE GROWTH AND NET OPERATING INCOME MARGIN. THESE PAYMENTS ARE MADE AT THE METHODIST HOSPITALS OF DALLAS LEVEL AND NONE ARE PAID BY MEDHEALTH. PART I, LINE 7 A PORTION OF THE WAGES OF THE PHYSICIAN EMPLOYEES IS CALCULATED BASED ON THE NET PATIENT REVENUE THEY GENERATE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE MHS TAX DEPARTMENT. DURING THE RETURN PREPARATION PROCESS THE TAX DEPARTMENT LOOKS TO OTHER FUNCTIONAL AREAS INCLUDING FINANCE, HUMAN RESOURCES, ACCOUNTING, LEGAL, CORPORATE COMPLIANCE, AND TREASURY FOR ASSISTANCE IN PREPARING A COMPLETE AND ACCURATE RETURN. UPON COMPLETION THE RETURN IS REVIEWED WITH THE REPORTING ORGANIZATIONS APPLICABLE SENIOR FINANCIAL OFFICER PRIOR TO FILING. FURTHER, AS PART OF THE ANNUAL FINANCIAL AUDIT OF MHS THE FORM 990'S OF ALL OF ITS SUBSIDIARY ORGANIZATIONS ARE PROVIDED TO A NATIONAL ACCOUNTING FIRM FOR REVIEW. MHS IS THE SOLE MEMBER AND PARENT COMPANY OF THIS REPORTING ORGANIZATION. THE MHS INDIVIDUAL RETURN IS REVIEWED WITH A COMMITTEE OF ITS SENIOR BOARD MEMBERS AND THEN PROVIDED ELECTRONICALLY TO ALL OF THE MHS BOARD MEMBERS PRIOR TO THE FILING OF THE MHS RETURN. WHILE THE RETURN OF THIS REPORTING ORGANIZATION IS NOT INDIVIDUALLY REVIEWED BY ITS SEPARATE BOARD MHS BELIEVES THAT SUFFICIENT QUALITY CONTROL AND OVERALL GOVERNANCE OVERSIGHT EXISTS THROUGHOUT THE PREPARATION STAGES OF ALL OF THE MHS RELATED RETURNS. FURTHER MHS BELIEVES THAT THE LEVEL OF DETAILED MHS BOARD REVIEW OF THE PARENT ORGANIZATIONS RETURN IS SUFFICIENT TO INSURE THAT ALL OF THE INTENDED TAX-EXEMPT AND GOVERNANCE REQUIREMENTS FOR THE ENTIRE ORGANIZATION ARE MET. THE FORM 990 OF ANY OF THE MHS ENTITIES IS ALWAYS AVAILABLE TO ANY BOARD MEMBER AT THEIR REQUEST FORM 990, PART VI, SECTION B, LINE 12C ANNUAL QUESTIONAIRRE TO DIRECTORS, OFFICERS & KEY EMPLOYEES ARE ALSO MONITORED BY INTERNAL AUDIT & CORPORATE COMPLIANCE FUNCTIONS OF ITS PARENT ORGANIZATION METHODIST HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 15 NO ONE IS COMPENSATED TO BE ON THE BOARD. ALL OFFICERS AND KEY EMPLOYEES HAVE COMPENSATION REVIEWED BY MEDHEALTH BOARD OR METHODIST HEALTH SYSTEM BOARD OR BOTH FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST OTHER FEES FORM 990, PART IX, LINE 11G RADIOLOGY PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 64364. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64364. LABORATORY PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 35008. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35008. SHARED SERVICES WITH METHODIST HEALTH: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 299031. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 299031. BILLING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2218263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2218263. FACILITY MGMT. FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1523095. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1523095. PURCAHSED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 548694. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 548694. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 69600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69600. TRANSCRIPTION FEES: PROGRAM SERVICE EXPENSES 92984. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92984. MISC.: PROGRAM SERVICE EXPENSES 126094. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126094. COMPENSATION OF OFFICERS FORM 990, LINE 6 THE OFFICERS OF MEDHEALTH ARE EMPLOYEES OF METHODIST HEALTH SYSTEM, THE PARENT COMPANY OF MEDHEALTH, AND THEREFORE THERE IS NO COMPENSATION FOR THEM LISTED ON LINE 6 UNDER MANAGEMENT AND GENERAL. THE PHYSICIANS WHO MAKE UP THE BOARD ARE NOT COMPENSATED FOR THEIR ROLES AS DIRECTORS. ALL COMPENSATION THEY RECEIVE RELATES TO THEIR ROLES RELATED TO PATIENT CARE. AUDIT OF MEDHEALTH FINANCIAL STATEMENTS FORM 990, PART XII, QUESTION 2 MEDHEALTH'S FINANCIAL STATMENTS ARE INCLUDED ON A CONSOLIDATED BASIS WITH THE AUDITED FINANCIAL STATEMENTS OF METHODIST HEALTH SYSTEM. THE METHODIST HEALTH SYSTEM DOES HAVE AN AUDIT COMMITTEE OF ITS BOARD WHICH IS CHARGED WITH THE OVERSIGHT OF THE AUDIT WHICH INCLUDES THE SELECTION OF THE AUDITORS ASSOC OF SURGICAL CARE 1441 N BECKLEY AVE DALLAS TX 75203 751548343 FUNDRAISING TX 501(C)(3) BOX 7 METHODIST HOSPITALS OF DALLAS 0 METHODIST HOSPITALS OF DALLAS 1441 N BECKLEY AVE DALLAS TX 75203 750800661 HOSPITAL TX 501(C)(3) BOX 3 N/A 0 NELLE MORREL FOUNDATION 1441 N BECKLEY AVE DALLAS TX 75203 756034201 HEALTH SERVICES TX 501(C)(3) BOX 11 TYPE 1 METHODIST HOSPITALS OF DALLAS 0 PAVILION PROPERTIES 1441 N BECKLEY AVE DALLAS TX 75203 752284449 HEALTH SERVICES TX 501(C)(2) BOX 11 TYPE 1 METHODIST HOSPITALS OF DALLAS 0 METHODIST TRANSPLANT PHYSICIANS 1441 N BECKLEY AVE DALLAS TX 75203 010612870 HEALTH SERVICES TX 501(C)(3) BOX 11 TYPE 1 METHODIST HOSPITALS OF DALLAS 0 PHYSICAINS ASSOC OF SW DALLAS 1441 N BECKLEY AVE DALLAS TX 75203 752966610 HEALTH SERVICES TX 501(C)(3) BOX 11 TYPE 1 METHODIST HOSPITALS OF DALLAS 0 ASSOC OF SURGICAL CARE 1441 N BECKLEY AVE DALLAS TX 75203 262126265 HEALTH SERVICES TX 501(C)(3) BOX 11 TYPE 1 METHODIST HOSPITALS OF DALLAS 0 MHSR MEDICAL CENTER 1441 N BECKLEY AVE DALLAS TX 75203 264193362 HOSPITAL TX 501(C)(3) BOX 3 METHODIST HOSPITALS OF DALLAS 0 DALLAS METHODIST PHYSICIANS NETWORK 1441 N BECKLEY AVE DALLAS TX 75203 752693707 HEALTH SERVICES TX 501(C)(6) METHODIST HOSPITALS OF DALLAS 0 METHODIST PATIENT CENTERED ACO 1441 N BECKLEY AVE DALLAS TX 75203 352436666 HEALTH SERVICES TX 501(C)(3) BOX 11 TYPE 1 METHODIST HOSPITALS OF DALLAS 0 MHS-CHC LP 3020 WHEATLAND RD DALLAS TX 75237 205000978 REHAB HOSPITAL TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 MHS-CHC LLC 3020 WHEATLAND RD DALLAS TX 75237 204921888 REHAB HOSPITAL TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 METHODIST MCKINNEY HOSPLLC 11221 ROE AVE LEAWOOD KS 66211 208847736 HOSPITAL TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 MHD-USO MANAGEMENT CO ONE POST ST 35TH FLOOR SAN FRANCISCO CA 94104 203844027 MEDICAL SERVICES TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 METHODIST MCKINNEY HOSP PROPLLC 11221 ROE AVE LEAWOOD KS 66211 261943814 HOSPITAL REAL ESTATE HOLDING TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 METDALSPI LLC 11221 ROE AVE LEAWOOD KS 66211 263195791 HOSPITAL TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 METDALSPI HOLDING LLC 11221 ROE AVE LEAWOOD KS 66211 263207402 HOSPITAL TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 SRPMEDICA INVESTOR ADDISON 8343 DOUGLAS AVE DALLAS TX 75225 264517265 HOSPITAL REAL ESTATE HOLDING TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 MHD-USO GENERAL LLC ONE POST ST 35TH FLOOR SAN FRANCISCO CA 94104 203843579 MEDICAL SERVICES TX METHODIST HOSPITALS OF DALLAS RELATED 0 0 MHSS MOB ADDISON LP 8343 DOUGLAS AVE DALLAS TX 75225 270216329 REAL ESTATE TX NORTH TEXAS HEALTH FACILITIES MGMT RENTAL INCOME 0 0 LHCG XXXIII LLC 420 WEST PINHOCK RD LAFAYETTE LA 70503 454894023 HOME HEALTH LA NORTH TEXAS HEALTH FACILITIES MGMT RELATED 0 0 NORTH TEXAS HEALTH FACILITIES MANAGEMENT 1441 N BECKLEY AVE DALLAS TX 75203 751700994 MANAGEMENT SERVICES TX N/A C 0 COLLECTECH FINANCIAL SERVICES 1441 N BECKELY AVE DALLAS TX 75203 752321652 MEDICAL COLLECTIONS TX NORTH TEXAS FACILITIES MGMT C 0 RICHARDSON PHYSICIAN ALLIANCE 1441 N BECKELY AVE DALLAS TX 75203 750591925 MANAGEMENT SERVICES TX MHSR MEDICAL CENTER C 0 DALLAS METHODIST PHYSICIAN NETWORK 1441 N BECKELY AVE DALLAS TX 75203 752693707 MEDICAL SERVICES TX METHODIST HOSPITALS OF DALLAS C 0 METHCATH OIL COMPANY 4833 ROYAL LN DALLAS TX 75229 751974095 OIL & GAS HOLDINGS TX METHODIST HOSPITALS OF DALLAS C 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 METHODIST HOSPITALS OF DALLAS E 31318707 INTERCOMPANY PAYABLE BALANCE NORTH TEXAS HEALTH FACILITIES MGMT E 47844 INTERCOMPANY PAYABLE BALANCE PAVILION PROPERTIES J 1825920 FMV METHODIST HOSPITALS OF DALLAS M 299031 FMV METHODIST HOSPITALS OF DALLAS M 1523095 FMV METHODIST HOSPITALS OF DALLAS M 2218263 FMV METHODIST HOSPITALS OF DALLAS E 32158610 INTERCOMPANY PAYABLE BALANCE